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Tips & Tricks: Functional

Tips & Tricks: Functional. Presented by Antonio Trepesowsky Banner Student Functional Consultant Antonio.trepesowsky@sungardhe.com. Agenda. Naming Conventions Main Menu Data Extract Shortcuts Options Menu Queries Extended Queries Job Sub Tips & Tricks. Naming Conventions.

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Tips & Tricks: Functional

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  1. Tips & Tricks: Functional Presented by Antonio Trepesowsky Banner Student Functional Consultant Antonio.trepesowsky@sungardhe.com

  2. Agenda Naming Conventions Main Menu Data Extract Shortcuts Options Menu Queries Extended Queries Job Sub Tips & Tricks

  3. Naming Conventions System Identifiers GTVSYSI (A)dvancement (E)xtender (F)inance (G)eneral (I)nformation Access (N) Position Control (P)ersonell/Payroll/HR (R) Financial Aid (S)tudent (T) Accounts Receivable Module Identifiers Menu Tree Sub Folder K, V, W, Y, Z Object Type A – Application B – Base Table/Cobol Form C – Called/List Form I – Inquiry Form M – Maintenance P – Process/Report Q – Query Form R – Report/Repeating Table/Rule Form T – Temporary Table/Main Menu Maintenance V – Validation Form Unique Identifier

  4. Main Menu Go To Box F5 (Last 10 forms) Menu Tree Next Block, Enter, Shift F3 GUTGMNU – Customize Baseline Menu Tree Messages GUAMESG (baseline) My Banner GUAPMNU – Define My Banner (right Mouse Click) Refresh to display immediately GUTPMNU – Copy My Banner to other users My Links Bookshelf Preferences GUAUPRF (Color, alerts, names, data extract, etc)

  5. Data Extract GUAUPRF settings URL output (see also GJIREVO) Format FILE - Will save results in .csv file via browser window TEXT - Will display results in browser window WEBUTIL - will use Oracle WEBUTIl process FAQ #1-L5OZ5 Headers checkbox Pop Up Blocker Security Defaults to M access only Can be adjusted to allow Q access GUAOBJS Data Block vs Key Block SSASECQ – start on SSASECT and clear the Term code and crn, then exit SSASECT and use Go To to access SSASECQ.

  6. Shortcuts Menu Bar Alt + Underlined Letter or left/right arrows Up/down arrows or underlined letter Dates Enter any alpha character (ie “T”) for today’s date Enter DD (between 01 and 31) and Banner will default the current Month and Year Enter MMDD and Banner will default the current Year Enter MMDDYY and Banner will default the full date GUAINST for Century Pivot (SYSTEM WIDE SETTING) Name Searches Last Name followed by comma then First Name followed by comma then Middle name Multiple records use Alt and up arrow to expand drop down list Additional data can be entered and the magnifying glass (F8)

  7. Options Menu Changes per block TSACONT or SMACPRT Right Click GUAOPTM Can be used to reorder existing menu list Can add additional forms to the options menu Requires a trigger be developed if one does not already exist Maximum option features per block is 24

  8. Queries Enter query mode F7 Execute query F8 % and _ are wild cards Last Criteria F7/F7 Count Hits Shift F2 Exit query Ctrl Q Inquiry forms typically start in query mode Query forms can not be accessed directly from the Go To box but can only be called from within specific forms

  9. Q vs I forms I forms Frequently start in query mode and require exit twice to leave Can be accessed from the Go To box Are very good for data extract. Q forms Utilize prior form record data to pre-populate keyblock Can NOT be accessed from Go To box Do not typically work well with data extract Examples: SHQTERM, SIQSECM, SFQSECT, etc

  10. Extended Query Security Class EXTENDED_QUERY added in 6.1.1 Enter query mode (F7), enter a colon in a field, execute query (F8) and a special extended query SQL window will popup allowing you to enter SQL phrased queries “ORDER BY field_name” TRUNC for dates TRUNC(:A) = '05-MAY-2004‘ Checkbox query Field name <> ‘Y’ or field name IS NULL Between Dates: :A>'12-APR-2010' AND :A<'20-APR-2010'

  11. Job Submission GJAPDEF Edit/Create Parameter Hint Line Edit/Create List of Value option Edit/Provide system default value (TGRAPPL) GJAPVAL Provide/alter existing parameter defined values GJAJOBS Default printer for the job Default format rule GJAPDFT User stored parameter sets Use to adjust the saved parameters (like SYSDATE) Copy saved parameters to other users

  12. Tips & Tricks Blocks vs Tabs ctrl + tab or ctrl + shift + tab or F2 Flavors of Help Hint Line Online Dynamic Help Supplemental Data Engine Quickflows Fine Grain Access Masking

  13. Tips & Tricks Mac Shortcuts menu: System Preferences: Keyboard and Mouse: Keyboard shortcuts Screen size and scroll bars 1024x768 Display Properties: Settings: Advanced: Custom DPI setting of 95 DPI SSASECT copy CRN use next block TSASPAY use ctrl + Q to process apply cred No short cut keys Comm Plan Window, SMAALIB qualifier term, Curriculum Replace, Update, Duplicate Most Maintenance buttons use F4 or F10 or F6 Most text fields use Ctrl + E

  14. Tips & Tricks Questions? Presented by Antonio Trepesowsky Banner Student Functional Consultant Antonio.trepesowsky@sungardhe.com

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