10 th anniversary 1999 - 2009 population selections, rorrules, and web text – oh my! using sql to...

10th Anniversary 1999 - 2009

Population Selections, RORRULEs, and Web Text – Oh My!

Using SQL to Create Rules in Banner Financial Aid

General Announcements:

Please turn off all cell phones/pagers If you must leave the session early, please

do so as discreetly as possible Please avoid side conversations during the

session Questions will be answered …..

Thank you for your cooperation

Millersville University

8,300 students About 70% receive aid Banner Financial Aid Version 8.5 Banner General Version 8.2

University of Scranton

5,800 Students Banner Financial Aid Version 7.15 Banner General Version 7.5 Banner 8 Conversion set for January 2010

What is SQL?

Structured Query Language A way to ask the database questions Some uses in Banner Financial Aid:

Population Selections Variables Selection Rules Web Text Rules

Where To Start?

Define your question: Who has a given fund code awarded? Who needs to have loan fees posted to their

budget? Who is independent only because of a positive

response to the emancipated minor question on the FAFSA?

Who should be assigned to a given budget group?

Translating To SQL

What data items in Banner would help you answer your questions?

Find the field names of each of these items Place your cursor in the field Select ‘Help’ from the menu bar Select ‘Dynamic Help Query’ The Field is displayed

Building a Population Selection

GLRSLCT Enter the Application (FINAID) Enter the name of your pop-sel in the

Selection ID Enter a brief description Definition:

Select – generally a PIDM From – include names of all tables involved

Define your Rules

Pop-Sel Example 1

Run the Pop-Sel using GLBDATA

Pop-Sel Example 2

Using Union/Intersect/Minus Define the two groups by writing two separate

pop-sels Example: Post loan fees to budgets of those

students who indicated interest in loans on the FAFSA and who do not already have loan fees included in their budgets Pop-sel part 1 – select all interested in loans Pop-sel part 2 – select all with loan fees on

budget

Run the Pop-Sel

Using a Variable in a Pop-Sel

A variable is a set of rules that pulls a specific piece of data from the database. For example, variables can be written to pull a student’s name, street address, city, state, ZIP, grade level, total aid awarded, etc. They are often used in letter generation.

When used in a pop-sel, a variable can help to limit the results to a defined group or to exclude a defined group.

Example of a Variable

Example of aVariable in a Pop-Sel

Pop-Sel Tips

Dynamic parameters allow a pop-sel to be used for different aid years, fund codes, etc.Example:RPRAWRD_AIDY_CODE = &aid_year_code

When using a variable in a pop-sel, it must be the last condition entered on GLRSLCT and it must be entered as a Value—not as a Data Element.

If you make changes to a variable, you must recompile the pop-sel in order for the revised variable to be recognized.

When using multiple tables, be sure to join common fields.

RORRULE

RORRULEs can be written for a variety of purposes but all are written in the same way

RORRULE in Simple Mode

RORRULE in Simple Mode (Cont.)

RORRULE in Expert Mode

Access Expert Mode by either performing Next Block from Simple Mode or by selecting Options and then Compiled/Expert SQL Code.

RORRULE in Expert Mode (Cont.)

SQL From Expert Mode SELECT DISTINCT(RCRAPP1_PIDM) FROM RCRAPP1,RCRAPP3,RZVST10 WHERE RCRAPP1_CURR_REC_IND = 'Y' AND RCRAPP1_INST_HOUS_CDE = '2' AND RCRAPP3_YR_IN_COLL_2 < '5' AND RZVST10_RESD_CODE = 'Y' AND RZVST10_STST_CODE = 'AS' AND RCRAPP3_PIDM =RCRAPP1_PIDM AND RZVST10_PIDM =RCRAPP1_PIDM AND RCRAPP3_INFC_CODE = RCRAPP1_INFC_CODE AND RCRAPP3_SEQ_NO = RCRAPP1_SEQ_NO AND RCRAPP3_AIDY_CODE = RCRAPP1_AIDY_CODE AND RZVST10_AIDY_CODE = RCRAPP1_AIDY_CODE AND RCRAPP1_AIDY_CODE = :AIDY AND RCRAPP1_PIDM =:PIDM

RORRULE Tips

If your rule is not producing the desired results, examine it in Expert mode. One thing to check is that there may be a join you are not expecting—like to :TERM when you don’t mean for the rule to be term-specific. This can be identified and removed when using Expert mode.

Web Text Rules

Web Text Rules allow you to write a rules that will, in the end, display text in Self Service for students who meet the conditions of each rule

You determine on which tab(s) the text appears

There is no Simple Mode—only Expert Mode

Web Text Set-Up

Define the web text code on RTVWTXT Write the web text rule and define the text on

RORWTXT Define the sequence in which the web text

will appear on each tab on RORWTAB (text will not appear unless this final step is completed)

RORWTXT – Example 1

RORWTXT – Example 1 (Cont.)

SQL from Example 1:

select 'X' from RPRARSC

where RPRARSC_AIDY_CODE = :AIDY and

RPRARSC_PIDM = :PIDM and

(RPRARSC_ACTUAL_AMT > 0 or

(RPRARSC_EST_AMT > 0 and

(RPRARSC_ACTUAL_AMT <> 0 or

RPRARSC_ACTUAL_AMT is null)))

RORWTXT – Example 1 (Cont.)

RORWTXT Example 1 onSelf Service

RORWTXT – Example 2

RORWTXT – Example 2 (Cont.)

RORWTXT – Example 2 (Cont.)

Text includes a link You have UNSATISFIED document

requirements which are preventing the awarding of some or all of your aid. Please review your <a href="https://muhp5.millersville.edu:4433/pls/muhp3_pprd/bwrkelig.P_DisplayTabs" title="Outstanding Document Requirements."> Outstanding Document Requirements.</a>

RORWTXT Example 2 on Self Service

RORWTXT – Example 3

select rorsapr_sapr_code from rorstat,rorsapr,robnyud where rorstat_aidy_code = :AIDY and rorstat_pidm = :PIDM and rorsapr_pidm = :PIDM and robnyud_pidm = :PIDM and rorsapr_sapr_code = (Select RORSAPR_SAPR_CODEfrom rorsapr where rorsapr_pidm = :PIDM and rorsapr_term_code = (select max(rorsapr_term_code) from rorsapr AL2 where AL2.rorsapr_pidm = :PIDM)) and robnyud_value_22 is null

RORWTXT – Example 3 (Cont.)

RORWTXT Example 3 onSelf Service

RORWTXT Tips

When writing your Select statement, do not select a PIDM—you need something that will return the same value(s) for all students

Purchase a basic HTML book if you don’t know HTML

General SQL Tips

Be sure you are typing the name of the table, not the form, when you are entering your SQL (RPRAWRD – not RPAAWRD)

Know your data!

Documentation Population Selections

Banner General User Guide – Chapter 5 Banner General Population Selection Training Workbook

RORRULE Banner Financial Aid Requirements Tracking Training

Workbook Banner Financial Aid Requirements Budgeting Training

Workbook Banner Financial Aid Requirements Packaging Training

Workbook Web Text

Banner Release Guide 8.2 Financial Aid Self Service Training Workbook 8.1

General Financial Aid Banner Financial Aid User Guide

Open to the Floor

Questions Comments

Contact Information

Tammy R. Bittner

Financial Aid Systems Administrator

Millersville University

tammy.bittner@millersville.edu

717-872-3028

John Tabor

Senior Application Developer

University of Scranton

taborj1@scranton.edu

570-941-4206