how to make banner work for you: creating basic to complex population selections lakisha sanders...
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How to Make Banner Work for You: Creating Basic to Complex Population
Selections
Lakisha SandersAssistant Vice President of Financial Aid
Georgia Piedmont Technical College
What Are Pop Sels
• Population Selections (Pop Sels) return student ID numbers. Student ID numbers are entered manually or returned through rules.
• Pop Sels are used in processing for batch posting, letter generation, mass e-mails, reporting, and more
Setup
• Identify the fields names on the Banner form or through the GURPDED process
• GLRSLCT to create the pop sel with or without rules
• GLAEXTR to add student ID numbers• GLRVRBL to create a sub query for the
rule on GLRSLCT, if needed• Users can copy a created pop sel and
modify it
Identify Form Fields
• Click in a field on a Banner form
• Select the Help Menu Option > Dynamic Help Query
• Document the Field Name for your pop sel
GURPDED Data Element Dictionary
• Parameter 01 User ID of the Table Creator is FAISMGR• Parameter 02 Table(s) to be Reported is R%• Parameter 03 USERID of View Creator ID is BANINST1 • Parameter 04 View(s) to be Reported is R% • Parameter 05 Binding Margin Option is Y (default value)• Parameter 06 Heading Underline Option is N (default
value)
You can view the tables and views for other modules. For Student tables and views, change the parameters with R% to S%. For General tables and views, change the parameters with R% to G%. Also update the Table Creator.
Product Owner/ Table Creator
• General . . . . . . . . . . GENERAL
• General Person . . . . . . SATURN
• Student . . . . . . . . . . . SATURN
• Advancement . . . . . . . ALUMNI
• Finance . . . . . . . . . . FIMSMGR
• Accounts Receivable . . TAISMGR
• Position Control . . . . . POSNCTL
• Payroll . . . . . . . . . . PAYROLL
• Financial Aid . . . . . . . FAISMGR
• Security . . . . . . . . . . BANSECR
• Procedures, Functions, Views . . BANINST1
GLRSLCT Population Selection Rules
Population Selection Examples
1. Students By Satisfactory Academic Progress Code
2. Students Registered
3. Transfer Students, Enrolled, and Admitted With FAFSAs
GLRAPPL Application Definition Rule
Take caution in using an application level rule because all students must exist in the tables listed in the application level rule. Otherwise, any population selection you build will never pick up a student who is not in that table. For example, if there is no SPAPERS record, a student will not be picked in any population selection for the specific application.
Processing
• GLBDATA Population Selection Extract to execute your pop sel
• Execute 1 pop sel• Execute 2 pop sels with a Union, Minus,
or Intersect to get a 3rd pop sel• You can narrow down the results further
on GLBDATA and take the 3rd pop sel and execute it with a 4th pop sel. The results will appear in the new 5th pop sel.
Using 2 Pop Sels
Union- students meet pop sel 1 rule or pop sel 2 rule
Intersect - students meet both pop sel 1 and pop sel 2 rules
Minus- students meet pop sel 1 minus pop sel 2 students
OR
AND
MINUS
Multiple Pop Sels
Pop Sel A - Pop Sel B = Results Pop Sel C
Output of Pop Sel C - Pop Sel D = Results Pop Sel E
Application: FINAID Selection ID: OUTPUT_RESULTS_CCreator ID: Your_ID SELECT SPRIDEN_PIDMFROM SPRIDEN RULES
GLBEXTR_KEY = SPRIDEN_PIDM ANDGLBEXTR_APPLICATION = ‘FINAID’ ANDGLBEXTR_CREATOR_ID = ‘Your_ID’ ANDGLBEXTR_USER_ID = ‘Your_ID’ ANDGLBEXTR_SELECTION = ‘Name of Results Pop Sel’
Review Students
• GLAEXTR Population Selection Extract Data• GLIEXTR Population Selection Extract
Inquiry• RORAPLT Basic Application Report (Enter
Parameter 01 Selection Identifier, Parameter 02 Application Code, Parameter 03 Aid Year Code, Parameter 04 Sort Option (NAME or ID), and Parameter 05 Creator ID or Selection ID )
• Help Menu Option > Extract Data With Key or Extract Data No Key
GLRSLCT TipsOperator Options=, <>, >, <, >=, <=• RORSTAT_AIDY_CODE = ‘1415’ • RPRAWRD_PAID_AMT<> 0• RPRAWRD_PAID_AMT >= 0• RPRAWRD_PAID_AMT<100• RPRAWRD_PAID_AMT <=200
LIKE, NOT LIKE• SPRIDEN_LAST_NAME LIKE ‘G%’• SPRIDEN_LAST_NAME NOT LIKE ‘G%’
IN, NOT IN• RORSTAT_BGRP_CODE IN (‘X’,’Y’,’Z’)• RORSTAT_BGRP_CODE NOT IN (‘X’,’Y’,’Z’)
IS NULL, IS NOT NULL• SPRIDEN_MI IS NULL• SPRIDEN_MI IS NOT NULL
Special Consideration With Dates• Do not use equal (=) comparison• Dates may contain hours, minutes, and seconds• Use <, >, <>, <=, or >=• May require an additional condition
GLRSLCT Tips cont.Values• Use ‘ for character data elements ‘Y’• Use ‘DD-MON-YY’ format for dates
– ‘01-DEC-11’ or ‘01- MAY-2015’• Use only numbers for numeric values 125
Other Values• May prompt for input using & symbol (dynamic parameter)
– &input_ term_ codeMay use variables• (*SUB *CURRMAJOR)
– Must be last ruleUsing Variables• Not In (*TRACK2)• Find MAX record (*TRACK1)
About Joins• RCRAPPx table joins• RCRAPPx_PIDM• RCRAPPx_AIDY_CODE• RCRAPPx_INFC_CODE• RCRAPPx_SEQ_NO
Review
• Identify fields for your pop sel• Create the rule on GLRSLCT or
reference GLRVRBL• Execute your pop sel with GLBDATA• Understand you can use more than 1
pop sel to get your final result