excel for banner users - university system of georgia
TRANSCRIPT
Excel for Banner Users
Presented By:Amanda Marshall, OIIT
September 21, 2006 10:10 –
11:00
Scarbrough
Ballroom 3/4
Session Etiquette
• Please turn your cell phone/pager off.• If you must leave this session early,
please sit at the back of the room and do so quietly.
• Please avoid side conversation during this session.
Thank you for your cooperation!
Topics for Discussion
• What is Data Extract?• Enabling Data Extract• Extracting Data from Banner• Banner• Understanding Excel
Topics for Discussion
• Using Excel for Data Analysis– Sorting– Auto Filter– Subtotals– Pivot Tables
• Excel• OIIT Resources• Questions
What is Data Extract?
• The data extract feature provides the user with the ability to extract data from a Banner form and transfer the data to a spreadsheet. Data may be extracted with or without data from the key block.
Enabling Data Extract
• Create Oracle Application Server Listener and PL/SQL cartridge.
• General User Preference Maintenance Form (GUAUPRF)– Select Directory Options.– Locate Description ‘Enter the name of your
Web Output URLl’– Enter the url created in the User Value.
Enabling Data Extract
• Object Maintenance Forms (GUAOBJS)– Select the form name.– Select the Data Extract Option.
• Key and Data Block• Data Block Only
– Save the record.
Enabling Data Extract
• Resources– Documentation
• General Release 7.0, Technical Reference Manual• General Release 7.0, User Guide• General Release 7.2, Getting Started Guide
– Important FAQ’s• CMS-5132• CMS-13842
Enabling Data Extract
Enabling Data Extract
Extracting Data from Banner
• Forms– Available in all Validation Forms– Available in select Rules Forms
Note:
Results for data extracted from forms that have not been
tested with this functionality are unpredictable. Users may enable the functionality on untested forms through GUAOBJS. However, SunGard will not support this functionality in forms that are not certified and tested.
Extracting Data from Banner
• Forms– Accounts Receivable
• TGACSPV• TGIACCD• TSAAREV• TFADETL• TSASBRL
– Financial Aid• RCRDTSR
Extracting Data from Banner
• Forms– General
• GJAJOBS• GSASECR• GLIOBJT• GOAADRL• GOAFBPR• GORDMCL• GORDMSK
• GORFDMN• GORFDPI• GORFDPL• GORFDTP• GUAOBJS• GUAOPTM
Extracting Data from Banner
• Forms– Student
• SFAREGS• SHARQTC• SHARQTS• SLABQRY• SLQEVNT
• SOILCUR• SORCACT• SOAHOLD• SFAFAUD• SFARGFE
BANNER
Understanding Excel
• Excel treats data stored in rows and columns as a database. This occurs until Excel finds a completely blank row or column.
Using Excel for Data Analysis
• Sorting– Excel selects what it thinks are the
boundaries of the data.– Data in one contiguous set of uninterrupted
rows and columns is considered ‘base’ information and data will be relocated as appropriate by sort order chosen.
– Individual blank cells are OK, just not completely blank columns and rows.
Using Excel for Data Analysis
• Sorting– Data clean up is IMPERATIVE!– Sorting using Toolbar Buttons
• Click on single cell in the column to sort data.• Click on one of the toolbar buttons to sort in
ascending or descending order.
Using Excel for Data Analysis
• Sorting– Sorting using Menu Bar (allows for sorting by
multiple levels)• Click on single cell in data area.• Click Data, Sort from Menu Bar.• Select columns for each column to sort data.• Click OK.
Using Excel for Data Analysis
• Auto Filter– Available from the Menu Bar
• Click Data, Filter, AutoFilter– Places a down arrow in all column headers, allowing the
user to select from a drop down menu.– When item is selected, only rows with that value are
displayed, hiding all other rows.– Down arrow is turned blue to identify the filter is on or in
use.
Using Excel for Data Analysis
• Auto Filter– Filters on multiple columns– Status bar indicates number of records
selected– Prints only what is viewed
Using Excel for Data Analysis
• Subtotals (allows for column subtotals based on sort order)– Create from Menu Bar
• Data, Subtotals– Dialog box allows user to choose field data to
sort– Automatically inserts extra rows with each sort
change containing a subtotal under the sort column selected
Using Excel for Data Analysis
• Subtotals– Data outlining tools are displayed in the top
left corner of the screen.– Subtotals of subtotals are possible.– Subtotals DO NOT count blank cells.
Using Excel for Data Analysis
• Pivot Tables (data summarization tool)– Provide a cross tab result, effectively
summarizing data.– Detail data may be expanded or collapsed
easily.– Data changes require an update to the Pivot
table.
Using Excel for Data Analysis
• Pivot Tables– Creating a Pivot Table
• It is recommended to copy the datasheet prior to starting.
• Create from Menu Bar– Data, Pivot Table Report
Using Excel for Data Analysis
• Pivot Tables– Creating a Pivot Table (continued)
• Pivot Table Wizard is displayed– Indicate data comes from Excel and click Next.– Verify the range of data and click Next. Select the Layout
to construct the pivot table and click Next.» Drag and drop fields in the appropriate area of the
wizard diagram– Choose location of Pivot Table and click Finish.
Using Excel for Data Analysis
• Pivot Tables– Results
• A new worksheet is created containing the pivot table
• Drop down arrows allow you to view or hide data• Sorting is from left to right• Columns may be sorted in ascending or
descending order
EXCEL
OIIT Resources
• USG Banner Information– http://www.usg.edu/banner
• SunGard Higher Education– http://www.sungardhe.com/
• SunGard SCT Symposium– http://symposium.sct.com/cp/home/loginf
OIIT Resources
• For Support Contact the OIIT HELPDESK– http://www.usg.edu/customer_services– [email protected]– For urgent or production down situations, call
the OIIT HELPDESK (706-583-2001; or toll free within Georgia 1-888-875-3697).
Questions