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Don't be Afraid:It's Just a Popsel!

Sara McNure, Assistant RegistrarTrisha Knight, Systems Analyst II

Georgia Summit 2006

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What is a PopselSteps to Create PopselsApplication RulesPopulation Selection Rules

VariablesObjectsDynamic parameters

Extracting PopulationTroubleshooting

It’s Just a Popsel!Using Banner 7

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What is a Popsel?

Population Selection is a Banner tool to select groups of people (IDs) who share common criteriaPopsels can be used for reporting, letter generation, or in processes

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Steps to Create Popsels1. Define your selection2. Use Help/Dynamic Help Query to find your

tables & fields (GUAHELP/GURPDED)3. Create Application (GLRAPPL if needed)4. Create Variables (GLRVRBL if needed)5. Build the Selection Rules (GLRSLCT)6. Extract the Population (GLBDATA)7. View & Verify your Population Selection

Results

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Define your selection

What is your population?Write it out Start simple then build on it

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Find your tables & fields using GUAHELP

EXAMPLE:SGBSTDN is the table and

SGBSTDN_TERM_CODE_EFF is the field

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GURPDED

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GURPDED Output

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Basic Application Definition Rule - GLRAPPL

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Application Definition RuleWith Application Level Rule -GLRAPPL

‘&’ designates dynamic value

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GLRSLCT – Selection Description

Describe clearlyManual – Enter student IDs in GLAEXTRLocked – Only creator can use, view, or modify selectionDeleteApplication Level Rules Exist

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GLRSLCT - New feature with Banner 7

Application Level Rule Indicator in GLRSLCT

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GLRSLCT Definition Block

The ‘Select’ field must always reference a PIDM (ex. SFRSCTR_PIDM)The ‘From’ field must list all tables that will be usedTo improve performance of GLBDATA, list multiple tables in the ‘From’ field from most general to most specific (largest to smallest)Maximum tables you can use is 15

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GLRSLCT - Rules

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Using Dates in Rules

Use ‘BETWEEN’ when a date range is needed

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Using Dates cont.

Remember: In Banner, most date fields are stored with hours, minutes, and seconds

Another Example: SPRADDR_ACTIVITY_DATE >= ’01-SEP-2006’AND SPRADDR_ACTIVITY_DATE < ’02-SEP-2006’

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Variables - GLRVRBL

How do you know you need a variable (sub query)?

When maximum or minimum date, sequence number, or effective term are neededYou can do most anything you can do in SQL including COUNT, SUM, or AVG

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Variables…

Are Associated with the ApplicationCan be copied

IMPORTANT: The variable MUST be the last rule

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Create Variable - GLRVRBL

To retrieve the maximum Student

Record

Less than or equal to the

Term needed

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Using a Variable in Your Rules

Example: Current student record (SGASTDN)

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Objects – Defined in GLROBJT

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Objects used in GLRSLCT

Query and select Object from Data Element

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Dynamic Popsels

‘term’ is the Dynamic Parameter

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Dynamic Popsel in GLBDATA

Example: Dynamic term is the SFRSTCR_TERM_CODE

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Copy Popsels

Change the Selection ID Modify carefullyWatch for unused tables

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GLBDATA

Single Popsel

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Combining Popsels

Union/Intersection/Minus

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Union – combines results of both population selections into oneIntersect – returns only the PIDMs that exist in both population selectionsMinus – Be careful of order on this option, you will be subtracting the PIDMs in the SECOND population selection from the FIRST

NOTE: It is not necessary to run each population selection separately before combining.MANUAL added IDs will not be included.

Combining Popsels

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Use previous results in new Popsel

You will need to run each Popsel you will use separatelyWhen you run GLBDATA you are adding your Popsel results to the table GLBEXTRYou will need to link GLBEXTR_KEY to your PIDM field

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Using the table GLBEXTR in your GLRSLCT rules

Pulling together 3 Popsels into 1

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View your results

GLAEXTR – Can view and edit your own PopselsGLIEXTR – Can view Popsels

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What to do if your Popsel is not pulling correct population or not running?

Troubleshooting…

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Your variable MUST be the last rule

Variable

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Error in GLBDATA .log file*ERROR* DURING PREPARE

PARM2...ABORTING SQLCODE = 0936

SQL ERROR = ORA-00936: missing expression

X01 ROLLBACK SQLCODE=0000 X01 COMMIT (1) SQLCODE=0000 SQLCODE = 0000 ORA-01403: no data found DQY-ABORT ROLLBACK SQLCODE = 0000 ORA-01403: no data found

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Make sure there are not any unused tables in the ‘From’ field

SPRHOLD is not used in rules

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Finding Problems with Popsels…

Detail Execution Report

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Using Parameter 8 – GLBDATA

Detail Execution Report options:Y Display SQL, paragraph names and

additional informationI Display SQL and values inserted into the

GLRCOLR tableS Display SQL only

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Using Parameter 8 – cont.SYSTEMS & COMPUTER TECHNOLOGY

POPULATION SELECTION EXTRACT CONTROL REPORT PAGE 1

Program GLBDATA connected to ORACLE GLBDATA Version = 4.2.0.1

Section: P01-GET-PARAMETERS PARM-PTR=0001 PARM-LEN=0019

P01A Section: P01-GET-PARAMETERS

PARM-PTR=0015 PARM-LEN=0022 P01A Section: P01-GET-PARAMETERS

PARM-PTR=0021 PARM-LEN=0022 -------- DQY-S1 at end of P07-PROCESS-CONT -------SELECT DISTINCT(SGRASSI_PIDM),SYSDATE FROM SAT

URN.SFRSTCR ,SATURN.SGRASSI WHERE SGRASSI_PIDM = SFRSTCR_PIDM AND SGRASSI_TERM_CODE_EFF = '200608 ' AND SGRASSI_GSTA_CODE = 'AC' AND SFRSTCR_TERM_CO DE = '200608' --------------------------------------------------

-------- DQY-S1 at end of P07-PROCESS-CONT -------SELECT DISTINCT(SGRASSI_PIDM),SYSDATE FROM SAT

URN.SFRSTCR ,SATURN.SGRASSI WHERE SGRASSI_PIDM = SFRSTCR_PIDM AND SGRASSI_TERM_CODE_EFF = '200608 ' AND SGRASSI_GSTA_CODE = 'AC' AND SFRSTCR_TERM_CO DE = '200608' --------------------------------------------------

PEOPLE QUERY DESCRIPTION SELECTED MAND_INS_GRADASST mandatory insurance - GA 150

SELECTION COMPLETED...

SQL Code generated by

GLBDATA

Total Records Selected

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What’s wrong?

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GLBDATA.log file-------- DQY-S1 at end of P07-PROCESS-CONT -------SELECT DISTINCT(SGRASSI_PIDM),SYSDATE

FROM SATURN.SFRSTCR ,SATURN.SGRASSI

WHERE SFRSTCR_PIDM = SGRASSI_PIDM ANDSFRSTCR_PIDM = SGRASSI_PIDM_SUPERVISOR

AND SGRASSI_TERM_CODE_EFF = '200608' AND SGRASSI_GSTA_CODE = 'AC' AND SFRSTCR_TERM_CODE = '200608'

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Defect - #:1-WMF57 SQL> desc sgrassiName Null? Type---------------------------------------------------------- ------------------- ----------------------------SGRASSI_PIDM NOT NULL NUMBER(8)SGRASSI_TERM_CODE_EFF NOT NULL VARCHAR2(6)SGRASSI_CATEGORY NOT NULL VARCHAR2(1)SGRASSI_GTYP_CODE NOT NULL VARCHAR2(6)SGRASSI_SOFF_CODE VARCHAR2(6)SGRASSI_STIPEND NUMBER(7,2)SGRASSI_FTE_VALUE NUMBER(5,2)SGRASSI_MIN_CRSE_LOAD NUMBER(9,3)SGRASSI_MAX_CRSE_LOAD NUMBER(9,3)SGRASSI_REQUIRED_HRS NUMBER(11,3)SGRASSI_GSTA_CODE VARCHAR2(2)SGRASSI_GSTA_DATE DATESGRASSI_DEGC_CODE VARCHAR2(6)SGRASSI_LEVL_CODE VARCHAR2(2)SGRASSI_COLL_CODE VARCHAR2(2)SGRASSI_DEPT_CODE VARCHAR2(4)SGRASSI_MAJR_CODE VARCHAR2(4)SGRASSI_PIDM_SUPERVISOR NUMBER(8)SGRASSI_ACTIVITY_DATE NOT NULL DATESGRASSI_PROGRAM VARCHAR2(12)SGRASSI_TERM_CODE_CTLG VARCHAR2(6)

This table has 2 PIDMS

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Defect Workaround Checked Manual

Joined the correct PIDMs

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Another Known Defect in Banner 7

Defect #1-E9U9D - Last ID Displayed on GLAEXTR replaces current GLOBAL ID (7.x only)

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ALWAYS Check .log file for errors!!!

Program GLBDATA connected to ORACLE

GLBDATA Version = 4.2.0.1

*ERROR* DURING OPENXPARM2...ABORTING

SQLCODE=1652SQL ERROR = ORA-01652: unable to extend temp

segment by 128 in tablespace TEMP

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Print Your List

We have a local process to print list from Popsel via Job Submission: YGPPOPS.

The report displays IDNameDate of Birth (Optional)

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YGPPOPS11-Sep-06 GEORGIA SOUTHERN UNIVERSITY Page: 1 List Population Selection YGPPOPS

EAGLE ID LAST/FIRST/MIDDLE NAME BIRTH DATE---------------- --------------------------------------------- ------------------

XXXXX2513 Agan, Norman David XXXXX6848 Ayeni, Fatima Natasha XXXXX9285 Champion, Shannon RenaeXXXXX8568 Cox, Jon H XXXXX3515 Hines, John Otis XXXXX0059 Johnson, Chermaleta Aundrell XXXXX7715 Papoutsis, Nicholas XXXXX0788 Rowe, Timothy Bradley

* * * * * * * YGPPOPS * * * * * * *

Run began on 11-Sep-06 at 06:21:58----------------------------------

********* Run parameters *********

Application : REGISTRARSelection : TK_AI_STUDENTSCreatior_id : CSDTK01User_id : CSDTK01Birth date : N

----------------------------------

Total records listed: 8

Run ended on 11-Sep-06 at 06:21:58

Chose to not display DOB

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Extract Data Option

GUAOBJS – Data Extract OptionDisable Pop-up BlockerEnable ‘Prompting for File Downloads’on IE Browser Security Settings.

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Using Extract Data Option

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Using Extract Data.. cont

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Using Extract Data.. cont

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Symposiumhttp://symposium.sct.com/cp/home/loginf

SCT Banner CBTs:Population Selection for Banner 7 Advancement Population Selection for Banner 7 Financial Aid Population Selection for Banner 7 Student

SCT Banner Workbooks:Advancement Population Selection Population Selection (Under each version of General)Student Population Selection

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Questions???

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Thank you for attending. We hope some of this information will be

useful to you. We learned lots just trying to pull this presentation

together.

Sara McNure: smcnure@georgiasouthern.eduTrisha Knight: t_knight@georgiasouthern.edu