Transcript TIPS AND TRICKS WITH POPSELS!

TIPS AND TRICKS WITH
POPSELS!
NANCY LARSON
FINANCIAL AID
COORDINATOR
FULLERTON COLLEGE
[email protected]
GLRSLCT
HANDOUT #1
GLRSLCT FORM
Application:
FINAID
Creator ID:
NLARSON
Selection ID:
Description:
Select:
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TABLE Name (Can search on RORRULE –
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Operator
Value
Sometimes can search on
Dynamic parameters can be used whenever
your form by clicking in field
possible by preceding with a &______ and
you want to “find” and then
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The form used to
create, edit or delete
popsels. See handout
#1.
 Best to use existing
popsels and edit to
start.
 The form was
designed to give
users a way of writing
SQL queries.

Nancy Larson
Fullerton College Financial Aid Coordinator
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GLISLCT
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Is the form that you can
view all the popsels
created for certain
applications. Ours are
FINAID for financial aid.
Student, AR, Finance and
other offices may have
some created as well.
Look at theirs! Use theirs!
Copy them for yourself!
Use this form to search
for existing popsels you
may want to use to
create your own.
SOME FC POPSELS
• Will review and give out a small sample of some of our best
used popsels. Handouts 2 thru 7.
• HAS_FUND – Handout #2, can run and get a listing of any fund
we have on RPAAWRD in the accepted column by designating
(with dynamic parameter) the aidyear and fund code.
• HAS_SAP – Handout #3 can run any SAP code status (New
status field on ROASTAT). Good for running list of disqualified
students, etc and can be used to run letters, etc.
• HAS_REQUIREMENT – Handout # 4, list of students for a
aidyear who have specific tracking requirement.
• FA_BAL_OWED – Handout # 5 to find student who owe
financial aid money. Note the table-PIDM ties here.
• GET_POPSEL – Handout # 6 to be described later.
• MANUAL – Handout # 7. To put students in a popsel by hand
on the GLAEXTR form.
CREATING A NEW POPSEL
HANDOUT #2
GLRSLCT FORM
Application:
FINAID
Creator ID:
NLARSON
Description:
S
e
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Selection ID:
HAS_FUND
Get PIDM’s/List of students awarded for a designated fund
:
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Data Element:
P
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From an existing
popsel, using:
HAS_FUND (your
handout # 2)
 Using an existing
popsel is the best way
to start to learn to
create popsels on
your own.

Nancy Larson
Fullerton College Financial Aid Coordinator
M
Operator
Value
RPRAWRD_AIDY_CODE
=
&FUND_AIDY_CODE
AND
RPRAWRD_FUND_CODE
=
&FUND_CODE
AND
RPRATRM_ACCEPT_AMT
>
‘0’
321 E. Chapman Ave. , Fullerton, Calif. 92832 (714) 992-7057
USING RORRULE
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Perhaps we want to change the
HAS_FUND popsel because
instead of looking for accepting
award amount, we want to find
the offered award amount.
What is the name of the column
that holds the offer information?
We see that the accepted is a
RPRTRM table (from GLRSLCT
RPRATRM_ACCEPT_AMT), so
perhaps offered is the same.
We will use RORRULE to find this
column. RORRULE is a great
search tool!
Put in the table RPRATRM
Hit the search button to view the
columns for the RPRATRM table.
Is there one for offered?
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Text box will pop up.
Search for O% or offered,
or scroll thru to see if
there is a offered column.
Once we find the column
name, we can now
replace into existing
popsel.
RORRULE can be used for
any Table – column
search if needed. It lets
us view all the columns
available for certain
tables.
RORRULE
Can be used to look at Tables and columns and
is a wonderful financial aid SEARCH form.
 Columns are what we use for data element
values to develop popsels on the GLRSLCT form.
 You can also sometimes use your RORRULE
rules as popsels! Look at them!

COPYING POPSELS
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In order to use an existing popsel,
created by someone else, you
must first copy it and save it to
make it your popsel .
If you are wanting to use an
existing popsel and change a
value-field, you would also copy
and rename it as well.
For many processes you will need
to be the creator and user in order
to run processes.
REMEMBER GLISLCT!
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Use this form to find
popsels (use key words
to search) that you may
want to use, or to copy
and edit !
MODIFYING THE
‘HAS_FUND’ POPSEL
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Go to GLRSLCT (for
the popsel you want to
use to edit) and navigate
to the 4th block.
Go to options and
choose the copy option
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You will see a new
screen/block pop up.
Fill out the copy to
information, a new
description of what the
popsel will do, name
your new popsel, and
SAVE.
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Now you will see a new
“revised” GLRSLCT
with a new name, new
description and you
indicated as the creator.
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Now the data element
that you want to replace
needs to be edited from:
RPRATRM_ACCEPT_AM
To the one you just found on
RORRULE which is
RPRATRM_OFFER_AMT
and SAVED.
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Once you have SAVED
the form will go thru a
compile process.
You can now go back to
the GLRSLCT form to
view your new popsel
and can begin testing it
by running GLBDATA!
SEARCHING FOR A COLUMN
NAME ON A FORM
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Another way to search a column
is to click the field (on a
particular form) that you would
like to capture in a popsel. In
this case disbursed amount from
RPAAWRD.
Then go to HELP and Dynamic
Help query.
At this new dialog box you will
see the column name.
NOTE: You can not always use
this process as sometimes the
field is just a “view” NOT a
column .
COMBINING POPSELS
Running the GLBDATA
process.
 How to use the
Union, Intersection,
and Minus (parameter
05 on GLBDATA).
 Running
lists/spreadsheets
from GLAEXTR and
GLIEXTR and other
forms).

GLBDATA

Nancy Larson
Fullerton College Financial Aid Coordinator

PROCESS:
GLBDATA
PARAMETERS
Values
01
Selection Identifier 1
02
Selection Identifier 2
03
New Selection Identifier
NAME OF POPSEL USING 01 & 02
04
Description of new selection
DESCRIPTION OF 03 POPSEL
05
Union/Intersection/Minus
U- UNION, I –
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
Parameter 05 Description:

U – UNION = To take 01 and 02 popsels and combine them to get an
“unduplicated count” for 03 popsel.

I – INTERSECT = To take 01 and 02 popsels and combine them to get a list of
people that are NOT in both popsels. Tell me (in popsel 03) which students are
not found in 01 AND 02.

M – MINUS = Takes popsel 01 and subtracts students in popsel 02.

321 E. Chapman Ave. , Fullerton, Calif. 92832 (714) 992-7057
GLBDATA is the process that
runs your popsels.
Refer to GBLDATA handout
# 8.
Union – To take two popsels
and combine them to create
one unduplicated list/popsel.
Intersection – To take two
popsels and combine them to
get a list/popsels of people
that are NOT in both popsels.
“Show me the students that do
not meet the popsel 1 and
popsel 2 criteria.”
Minus – To subtract popsel # 2
from popsel # 1 to create a
list/popsel.
GLBDATA – EXAMPLE #1

Nancy Larson
Fullerton College Financial Aid Coordinator
PROCESS:
GLBDATA
PARAMETERS
Values
01
Selection Identifier 1
HAS_FUND
02
Selection Identifier 2
HAS_REQUIREMENT
03
New Selection Identifier
PELL_90U
04
Description of new selection
PELL STUDENTS W/90U REQUIREMENT
05
Union/Intersection/Minus
I
06
Application Code
FINAID
07
Creator ID of Selection ID
NLARSON
08
Detail Execution Report
EXAMPLE 1 :
BSTUDENT wants to run two popsels that have been created by NLARSON
(HAS_FUND and HAS_REQUIREMENT) to get a list of students who have a 90U
tracking requirement and have Pell grant. By using parameters (above)
BSTUDENT will be “creating” a new popsel named: PELL_90U (parameter 03
above). If she wants to use this popsel to run a process, she would then put :
APPLICATION: FINAID
SELECTION ID: PELL_90U
CREATOR: BSTUDENT because SHE has created this when she ran with the
parameters above. Many times it is confusing and the original creator is used in
error, and the popsel will not work.
321 E. Chapman Ave. , Fullerton, Calif. 92832 (714) 992-7057


Go thru example 1 to show
how to combine popsels and
use the new popsel created in
a process.
Same person must be the
creator of both popsels used.
Remember that the user who
is running the process (who
does not have to be the
creator) will now BECOME the
creator of the new popsel
(named in parameter 03) that
is being created by this
combining process.
GLBDATA – EXAMPLE #2
PROCESS:
Go thru example 2 to
show how to “use”
the popsel created by
the user in example
1, in another
combined popsel.
 Review the
GET_POPSEL
(handout # 6) used
for this purpose.

Nancy Larson
Fullerton College Financial Aid Coordinator
GLBDATA
PARAMETERS
Values
01
Selection Identifier 1
GET_POPSEL
02
Selection Identifier 2
HAS_SAP
03
New Selection Identifier
PELL_90U_GOOD
04
Description of new selection
PELL STUDENTS W/90U REQ NOT DISQ
05
Union/Intersection/Minus
M
06
Application Code
FINAID
07
Creator ID of Selection ID
BSTUDENT
08
Detail Execution Report
EXAMPLE 2 :
BSTUDENT wants to NOW take the popsel just created by intersecting the two
popsels (in example 1) , and wants to know, out of the PELL_90U students, pull out
the disqualified ones. Banner does not recognize the PELL_90U as a valid popsel. If
BSTUDENT took the PELL_90U and put that in parameter 01, then put the popsel
HAS_SAP in parameter 02 to minus, there would be an error, Banner can not
“find” the created popsel. In order to DO this, instead of putting PELL_90U in
parameter 01, you can use the GET_POPSEL selection (which I have given you a
copy of) and then, you will get dynamic 88 parameters after saving which will ask
you to enter the application (FINAID), selection (PELL_90U), creator
(BSTUDENT) and user which would be BSTUDENT again, but others could run
this as well (could be different users for this). THEN it will pull those student and
minus the 02 selection. HAS_SAP will also give you a dynamic in order to enter your
ROASTAT disqualified code. Note: BSTUDENT must have a GET_POPSEL that
she created on file. Both popsels used in 01 and 02 must have the same creator.
Students from this popsel can be used to run a process and the information would
be:
APPLICATION: FINAID
SELECTION ID: PELL_90U_GOOD
CREATOR: PERSON RUNNING THE PROCESS (USER)
321 E. Chapman Ave. , Fullerton, Calif. 92832 (714) 992-7057
PROBLEMS
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Many times, confusion arises because staff will
use the “creator” instead of the “user” when
popsels are combined and used to run a
process.
Important to remember – If you are combining
two popsels created by BSTUDENT and BSTAFF
is the user that is running the GLBDATA process
and giving it a new name (parameter 03 from
GLBDATA) then you need to remember that
BSTAFF is now the CREATOR of the 03
parameter popsel and when using in a process
needs to be the creator used, not BSTUDENT.
Trying to use a parameter 03 “created” popsel
to combine with another, will not work and you
will get a “has not been compiled” error
message. If you want to do this, use the
GET_POPSEL popsel which will then allow you
to do this.
GET_POPSEL
This popsel can be used
in parameter 01 or 02 so
that you can use the
popsel you just created
(by combining 2 popsels)
in another popsel.
 This popsel will provide
you with “dynamic
parameters” once you
have saved that will ask
you for all the information
from the popsel you
created so that you can
pull those students into
your popsel.

Nancy Larson
Fullerton College Financial Aid Coordinator
HANDOUT # 6
GLRSLCT FORM
Application:
FINAID
Creator ID:
NLARSON
Description:
Select:
From:
Selection ID:
GET_POPSEL
Get PIDMs from existing/created popsel
SPRIDEN_PIDM
SPRIDEN, GLBEXTR
Data Element:
Operator
Value
SPRIDEN_PIDM
=
GLBEXTR_KEY
AND
GLBEXTR_APPLICATION
=
&APPLICATION
AND
GLBEXTR_SELECTION
=
&SELECTION
AND
GLBEXTR_CREATOR_ID
=
&CREATOR
AND
GLBEXTR_USER_ID
=
&USER
321 E. Chapman Ave. , Fullerton, Calif. 92832 (714) 992-7057
Dynamic parameters should always be used in popsel
creation if possible.
 Dynamic parameters are set up on GLRSLCT in the value
field as &WHATVALUEYOUWANT. GET_POPSEL (handout
6) is mostly comprised of dynamic values.
 These then, pop up after the GLBDATA save as a 88
parameter that needs to be submitted before process is
run.
 This allows you to use the same popsel year after year.

VIEWING GLBDATA
STUDENTS
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The two forms that can be used for
this are GLIEXTR and GLAEXTR.
GLAEXTR can be modified, deleted
and used for Manual popsel entries.
GLIEXTR students can be viewed in
alphabetically and is a view screen
only.
Using the GUAOBJS set up, you can
pull spreadsheet lists from these
screens.
You can also run RORAPLT which is a
report of GLBDATA students that were
selected. This report shows an alpha
listing and ID numbers.
GUAOBJS FORM
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In order to be able to pull a
spreadsheet from a form, the
form needs to be set up here
first.
The Data Extract option needs to
be selected and saved for the
forms you wish for this option.
Search and find your form, select
the option and save.
NOTE: Not all will have modify
access to this form and, not all
forms can be set up for
spreadsheets.
GLIEXTR, GLAEXTR and
FGIBDST are wonderful forms to
use this process for.
FGIBDST can be pulled to
spreadsheet and budgets can be
reconciled, great trick!
CREATING A SPREADSHEET
FROM A FORM
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From the GLIEXTR or
GLAEXTR form for the
popsel you want to
have a listing for, go
to HELP.
Choose the Extract
Data option.
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You will see this
pop up window
and you select
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At this point you
get another
window.
Here you can
choose SAVE or
OPEN.
Choosing the
open option:
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You will have all
your data pulled
into a spreadsheet!
This is done very
quickly and now
you have a
spreadsheet to edit
and sort and print!
RORAPLT
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The RORAPLT report
will present you with a
listing of students in a
popsel as well.
This process takes a
few minutes to run but
will give you a report
of students names and
ID numbers.
MORE TIPS OR
QUESTIONS?
THANK YOU!