Tips & Tricks: FunctionalPresented by Antonio Trepesowsky

Banner Student Functional ConsultantAntonio.trepesowsky@sungardhe.com

Agenda

•Naming Conventions•Main Menu•Data Extract•Shortcuts•Options Menu•Queries•Extended Queries•Job Sub•Tips & Tricks

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

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)

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.

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)

Banner Shortcut Keys

Function Shortcut Key Function Shortcut Key

Save F10 Record Next or Page Dn

Rollback Shift + F7 Record Previous or Page Up

Exit Ctrl + Q Record Insert F6

List of Values F9 Record Remove Shift + F6

Record Duplicate F4

Block Next Ctrl + Page Dn Record Clear Shift + F4

Block Previous Ctrl + Page Up

Block Clear Shift + F5 Field Next Tab

Field Previous Shift + Tab

Query Enter F7 Field Clear Ctrl + U

Query Execute F8 Field Duplicate F3

Query Cancel Ctrl + Q

Query Count Hits Shift + F2 Cut Ctrl + X

Query Last Criteria F7, F7 Copy Ctrl + C

Select Record Shift + F3 Paste Ctrl + V

Edit Ctrl + E

Options Menu Right Click

List Tab Pages F2 Print Screen Shift + F8

Direct Access bar F5 (call or dismiss) Display Error Shift + F1

Check/uncheck box Spacebar Show Keys Ctrl + F1

Select Radio values or Supplemental Data Ctrl + D

GoTo: Review last or

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

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

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

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'

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

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

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

Tips & Tricks

•Questions?Presented by Antonio Trepesowsky

Banner Student Functional ConsultantAntonio.trepesowsky@sungardhe.com