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Don't be Afraid: It's Just a Popsel! - University System of Georgia

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<strong>Don't</strong> <strong>be</strong> <strong>Afraid</strong>:<br />

<strong>It's</strong> <strong>Just</strong> a <strong>Popsel</strong>!<br />

Sara McNure, Assistant Registrar<br />

Trisha Knight, <strong>System</strong>s Analyst II<br />

<strong>Georgia</strong> Summit 2006<br />

1


It’s <strong>Just</strong> a <strong>Popsel</strong>!<br />

Using Banner 7<br />

• What is a <strong>Popsel</strong><br />

• Steps to Create <strong>Popsel</strong>s<br />

• Application Rules<br />

• Population Selection Rules<br />

• Variables<br />

• Objects<br />

• Dynamic parameters<br />

• Extracting Population<br />

• Troubleshooting<br />

2


What is a <strong>Popsel</strong><br />

• Population Selection is a Banner tool to<br />

select groups <strong>of</strong> people (IDs) who share<br />

common criteria<br />

• <strong>Popsel</strong>s can <strong>be</strong> used for reporting, letter<br />

generation, or in processes<br />

3


Steps to Create <strong>Popsel</strong>s<br />

1. Define your selection<br />

2. Use Help/Dynamic Help Query to find your<br />

tables & fields (GUAHELP/GURPDED)<br />

3. Create Application (GLRAPPL if needed)<br />

4. Create Variables (GLRVRBL if needed)<br />

5. Build the Selection Rules (GLRSLCT)<br />

6. Extract the Population (GLBDATA)<br />

7. View & Verify your Population Selection<br />

Results<br />

4


Define your selection<br />

• What is your population<br />

• Write it out<br />

• Start simple then build on it<br />

5


Find your tables & fields using<br />

GUAHELP<br />

EXAMPLE:<br />

SGBSTDN is the table and<br />

SGBSTDN_TERM_CODE_EFF<br />

is the field<br />

6


GURPDED<br />

7


GURPDED Output<br />

8


Basic Application Definition<br />

Rule - GLRAPPL<br />

9


Application Definition Rule<br />

With Application Level Rule -<br />

GLRAPPL<br />

‘&’ designates dynamic<br />

value<br />

10


GLRSLCT – Selection<br />

Description<br />

• Descri<strong>be</strong> clearly<br />

• Manual – Enter student IDs in GLAEXTR<br />

• Locked – Only creator can use, view, or<br />

modify selection<br />

• Delete<br />

• Application Level Rules Exist<br />

11


GLRSLCT - New feature with<br />

Banner 7<br />

Application Level Rule<br />

Indicator in GLRSLCT<br />

12


GLRSLCT Definition Block<br />

• The ‘Select’ field must always reference a PIDM (ex.<br />

SFRSCTR_PIDM)<br />

• The ‘From’ field must list all tables that will <strong>be</strong> used<br />

• To improve performance <strong>of</strong> GLBDATA, list multiple<br />

tables in the ‘From’ field from most general to most<br />

specific (largest to smallest)<br />

• Maximum tables you can use is 15<br />

13


GLRSLCT - Rules<br />

14


Using Dates in Rules<br />

Use ‘BETWEEN’ when a date<br />

range is needed<br />

15


Using Dates cont.<br />

Remem<strong>be</strong>r: In Banner, most date fields are<br />

stored with hours, minutes, and seconds<br />

Another Example:<br />

SPRADDR_ACTIVITY_DATE >= ’01-SEP-2006’<br />

AND<br />

SPRADDR_ACTIVITY_DATE < ’02-SEP-2006’<br />

16


Variables - GLRVRBL<br />

How do you know you need a variable<br />

(sub query)<br />

• When maximum or minimum date, sequence<br />

num<strong>be</strong>r, or effective term are needed<br />

• You can do most anything you can do in SQL<br />

including COUNT, SUM, or AVG<br />

17


Variables…<br />

• Are Associated with the Application<br />

• Can <strong>be</strong> copied<br />

IMPORTANT:<br />

The variable MUST <strong>be</strong> the last rule<br />

18


Create Variable - GLRVRBL<br />

To retrieve the<br />

maximum Student<br />

Record<br />

Less than or<br />

equal to the<br />

Term needed<br />

19


Using a Variable in Your Rules<br />

Example: Current student<br />

record (SGASTDN)<br />

20


Objects – Defined in GLROBJT<br />

21


Objects used in GLRSLCT<br />

Query and select Object<br />

from Data Element<br />

22


Dynamic <strong>Popsel</strong>s<br />

‘term’ is the Dynamic<br />

Parameter<br />

23


Dynamic <strong>Popsel</strong> in GLBDATA<br />

Example: Dynamic term is the<br />

SFRSTCR_TERM_CODE<br />

24


Copy <strong>Popsel</strong>s<br />

• Change the Selection ID<br />

• Modify carefully<br />

• Watch for unused tables<br />

25


GLBDATA<br />

Single<br />

<strong>Popsel</strong><br />

26


Combining <strong>Popsel</strong>s<br />

Union/Intersection/<br />

Minus<br />

27


Combining <strong>Popsel</strong>s<br />

• Union – combines results <strong>of</strong> both population<br />

selections into one<br />

• Intersect – returns only the PIDMs that exist in both<br />

population selections<br />

• Minus – Be careful <strong>of</strong> order on this option, you will<br />

<strong>be</strong> subtracting the PIDMs in the SECOND<br />

population selection from the FIRST<br />

NOTE: It is not necessary to run each population<br />

selection separately <strong>be</strong>fore combining.<br />

MANUAL added IDs will not <strong>be</strong> included.<br />

28


Use previous results in new<br />

<strong>Popsel</strong><br />

• You will need to run each <strong>Popsel</strong> you will use<br />

separately<br />

• When you run GLBDATA you are adding<br />

your <strong>Popsel</strong> results to the table GLBEXTR<br />

• You will need to link GLBEXTR_KEY to your<br />

PIDM field<br />

29


Using the table GLBEXTR in<br />

your GLRSLCT rules<br />

Pulling together 3<br />

<strong>Popsel</strong>s into 1<br />

30


View your results<br />

• GLAEXTR – Can view and edit your own<br />

<strong>Popsel</strong>s<br />

• GLIEXTR – Can view <strong>Popsel</strong>s<br />

31


Troubleshooting…<br />

What to do if your <strong>Popsel</strong> is not<br />

pulling correct population or not<br />

running<br />

32


Your variable MUST <strong>be</strong> the last<br />

rule<br />

Variable<br />

33


Error in GLBDATA .log file<br />

*ERROR* DURING PREPARE<br />

PARM2...ABORTING<br />

SQLCODE = 0936<br />

SQL ERROR = ORA-00936: missing expression<br />

X01 ROLLBACK SQLCODE=0000<br />

X01 COMMIT (1) SQLCODE=0000<br />

SQLCODE = 0000<br />

ORA-01403: no data found<br />

DQY-ABORT ROLLBACK SQLCODE = 0000<br />

ORA-01403: no data found<br />

34


Make sure there are not any<br />

unused tables in the ‘From’ field<br />

SPRHOLD is not used in<br />

rules<br />

35


Finding Problems with <strong>Popsel</strong>s…<br />

Detail Execution<br />

Report<br />

36


Using Parameter 8 – GLBDATA<br />

Detail Execution Report options:<br />

• Y Display SQL, paragraph names and<br />

additional information<br />

• I Display SQL and values inserted into the<br />

GLRCOLR table<br />

• S Display SQL only<br />

37


Using Parameter 8 – cont.<br />

• SYSTEMS & COMPUTER TECHNOLOGY<br />

• POPULATION SELECTION EXTRACT<br />

• CONTROL REPORT PAGE 1<br />

•<br />

•<br />

• Program GLBDATA connected to ORACLE<br />

• GLBDATA Version = 4.2.0.1<br />

•<br />

• Section: P01-GET-PARAMETERS<br />

• PARM-PTR=0001 PARM-LEN=0019<br />

• P01A<br />

• Section: P01-GET-PARAMETERS<br />

•<br />

• PARM-PTR=0015 PARM-LEN=0022<br />

• P01A<br />

• Section: P01-GET-PARAMETERS<br />

• PARM-PTR=0021 PARM-LEN=0022<br />

• -------- DQY-S1 at end <strong>of</strong> P07-PROCESS-CONT -------<br />

• SELECT DISTINCT(SGRASSI_PIDM),SYSDATE FROM SAT<br />

• URN.SFRSTCR ,SATURN.SGRASSI WHERE SGRASSI_PIDM<br />

• = SFRSTCR_PIDM AND SGRASSI_TERM_CODE_EFF = '200608<br />

• ' AND SGRASSI_GSTA_CODE = 'AC' AND SFRSTCR_TERM_CO<br />

• DE = '200608'<br />

• --------------------------------------------------<br />

•<br />

• -------- DQY-S1 at end <strong>of</strong> P07-PROCESS-CONT -------<br />

• SELECT DISTINCT(SGRASSI_PIDM),SYSDATE FROM SAT<br />

• URN.SFRSTCR ,SATURN.SGRASSI WHERE SGRASSI_PIDM<br />

• = SFRSTCR_PIDM AND SGRASSI_TERM_CODE_EFF = '200608<br />

• ' AND SGRASSI_GSTA_CODE = 'AC' AND SFRSTCR_TERM_CO<br />

• DE = '200608'<br />

• --------------------------------------------------<br />

•<br />

• PEOPLE<br />

• QUERY DESCRIPTION SELECTED<br />

• MAND_INS_GRADASST mandatory insurance - GA 150<br />

•<br />

•<br />

• SELECTION COMPLETED...<br />

SQL Code<br />

generated by<br />

GLBDATA<br />

Total<br />

Records<br />

Selected<br />

38


What’s wrong<br />

39


GLBDATA.log file<br />

-------- DQY-S1 at end <strong>of</strong> P07-PROCESS-CONT -------<br />

SELECT DISTINCT(SGRASSI_PIDM),SYSDATE<br />

FROM SATURN.SFRSTCR ,SATURN.SGRASSI<br />

WHERE SFRSTCR_PIDM = SGRASSI_PIDM AND<br />

SFRSTCR_PIDM = SGRASSI_PIDM_SUPERVISOR<br />

AND SGRASSI_TERM_CODE_EFF = '200608' AND<br />

SGRASSI_GSTA_CODE = 'AC' AND<br />

SFRSTCR_TERM_CODE = '200608'<br />

40


Defect - #:1-WMF57<br />

SQL> desc sgrassi<br />

Name Null Type<br />

---------------------------------------------------------- ------------------- ----------------------------<br />

SGRASSI_PIDM<br />

NOT NULL NUMBER(8)<br />

SGRASSI_TERM_CODE_EFF NOT NULL VARCHAR2(6)<br />

SGRASSI_CATEGORY NOT NULL VARCHAR2(1)<br />

SGRASSI_GTYP_CODE NOT NULL VARCHAR2(6)<br />

SGRASSI_SOFF_CODE<br />

VARCHAR2(6)<br />

SGRASSI_STIPEND<br />

NUMBER(7,2)<br />

SGRASSI_FTE_VALUE<br />

NUMBER(5,2)<br />

SGRASSI_MIN_CRSE_LOAD<br />

NUMBER(9,3)<br />

SGRASSI_MAX_CRSE_LOAD<br />

NUMBER(9,3)<br />

SGRASSI_REQUIRED_HRS<br />

NUMBER(11,3)<br />

SGRASSI_GSTA_CODE<br />

VARCHAR2(2)<br />

SGRASSI_GSTA_DATE<br />

DATE<br />

SGRASSI_DEGC_CODE<br />

VARCHAR2(6)<br />

SGRASSI_LEVL_CODE<br />

VARCHAR2(2)<br />

SGRASSI_COLL_CODE<br />

VARCHAR2(2)<br />

SGRASSI_DEPT_CODE<br />

VARCHAR2(4)<br />

SGRASSI_MAJR_CODE<br />

VARCHAR2(4)<br />

SGRASSI_PIDM_SUPERVISOR<br />

NUMBER(8)<br />

SGRASSI_ACTIVITY_DATE NOT NULL DATE<br />

SGRASSI_PROGRAM<br />

VARCHAR2(12)<br />

SGRASSI_TERM_CODE_CTLG<br />

VARCHAR2(6)<br />

This table has 2<br />

PIDMS<br />

41


Defect Workaround<br />

Checked<br />

Manual<br />

Joined the<br />

correct PIDMs<br />

42


Another Known Defect in<br />

Banner 7<br />

• Defect #1-E9U9D - Last ID Displayed on<br />

GLAEXTR replaces current GLOBAL ID<br />

(7.x only)<br />

43


ALWAYS Check .log file for<br />

errors!!!<br />

Program GLBDATA connected to<br />

ORACLE<br />

GLBDATA Version = 4.2.0.1<br />

*ERROR* DURING OPEN<br />

XPARM2...ABORTING<br />

SQLCODE=1652<br />

SQL ERROR = ORA-01652: unable to extend temp<br />

segment by 128 in tablespace TEMP<br />

44


Print Your List<br />

We have a local process to print list from<br />

<strong>Popsel</strong> via Job Submission: YGPPOPS.<br />

The report displays<br />

• ID<br />

• Name<br />

• Date <strong>of</strong> Birth (Optional)<br />

45


YGPPOPS<br />

• 11-Sep-06 GEORGIA SOUTHERN UNIVERSITY Page: 1 List Population Selection YGPPOPS<br />

•<br />

• EAGLE ID LAST/FIRST/MIDDLE NAME BIRTH DATE<br />

• ---------------- --------------------------------------------- ------------------<br />

• XXXXX2513 Agan, Norman David<br />

• XXXXX6848 Ayeni, Fatima Natasha<br />

• XXXXX9285 Champion, Shannon Renae<br />

• XXXXX8568 Cox, Jon H<br />

• XXXXX3515 Hines, John Otis<br />

• XXXXX0059 Johnson, Chermaleta Aundrell<br />

• XXXXX7715 Papoutsis, Nicholas<br />

• XXXXX0788 Rowe, Timothy Bradley<br />

• * * * * * * * YGPPOPS * * * * * * *<br />

• Run <strong>be</strong>gan on 11-Sep-06 at 06:21:58<br />

• ----------------------------------<br />

• ********* Run parameters *********<br />

• Application : REGISTRAR<br />

• Selection : TK_AI_STUDENTS<br />

• Creatior_id : CSDTK01<br />

• User_id : CSDTK01<br />

• Birth date : N<br />

• ----------------------------------<br />

• Total records listed: 8<br />

Chose to not display<br />

DOB<br />

• Run ended on 11-Sep-06 at 06:21:58<br />

46


Extract Data Option<br />

• GUAOBJS – Data Extract Option<br />

• Disable Pop-up Blocker<br />

• Enable ‘Prompting for File Downloads’<br />

on IE Browser Security Settings.<br />

47


Using Extract Data Option<br />

48


Using Extract Data.. cont<br />

49


Using Extract Data.. cont<br />

50


Symposium<br />

http://symposium.sct.com/cp/home/loginf<br />

SCT Banner CBTs:<br />

• Population Selection for Banner 7 Advancement<br />

• Population Selection for Banner 7 Financial Aid<br />

• Population Selection for Banner 7 Student<br />

SCT Banner Workbooks:<br />

• Advancement Population Selection<br />

• Population Selection (Under each version <strong>of</strong> General)<br />

• Student Population Selection<br />

51


Questions<br />

52


Thank you for attending. We hope<br />

some <strong>of</strong> this information will <strong>be</strong><br />

useful to you. We learned lots just<br />

trying to pull this presentation<br />

together.<br />

Sara McNure: smcnure@georgiasouthern.edu<br />

Trisha Knight: t_knight@georgiasouthern.edu<br />

53

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