· web viewclick “excel” and you will be prompted to enter a gt reporting...

Query to run Scholarship/Fellowship Detailed Transactions: Logon to Techworks Reporting Tools>>Financial Query>>Query Manager Type in the query name BAN_DTL_JRNL_LN_BY_DEPTV2 and enter /home/website/convert/temp/convert_html/ 5aa4529c7f8b9a185d8be08a/document.docx 10/22/2010, Page 1 of 15

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Page 1: · Web viewClick “Excel” and you will be prompted to enter a GT Reporting Department. Type your department id (for example, 150 for College of Engineering) and click view results

Query to run Scholarship/Fellowship Detailed Transactions:

Logon to TechworksReporting Tools>>Financial Query>>Query ManagerType in the query name BAN_DTL_JRNL_LN_BY_DEPTV2 and enter

/tt/file_convert/5aa4529c7f8b9a185d8be08a/document.docx10/22/2010, Page 1 of 13

Page 2: · Web viewClick “Excel” and you will be prompted to enter a GT Reporting Department. Type your department id (for example, 150 for College of Engineering) and click view results

Click “Excel” and you will be prompted to enter a GT Reporting Department. Type your department id (for example, 150 for College of Engineering) and click view results. The query will download the detailed transactions for all scholarship/fellowship projects associated with the inputted department. The transactions contain the date, project number, account, student name, GTID, semester, Banner detail code, and amount. Currently this query is set to run the transactions for FY11 (date range 7/1/2010 through 6/30/2011).

/tt/file_convert/5aa4529c7f8b9a185d8be08a/document.docx10/22/2010, Page 2 of 13

Page 3: · Web viewClick “Excel” and you will be prompted to enter a GT Reporting Department. Type your department id (for example, 150 for College of Engineering) and click view results

/tt/file_convert/5aa4529c7f8b9a185d8be08a/document.docx10/22/2010, Page 3 of 13

Page 4: · Web viewClick “Excel” and you will be prompted to enter a GT Reporting Department. Type your department id (for example, 150 for College of Engineering) and click view results

Please save a private query for your own use. If you ever need to change the date range (for example, FY10 is 7/1/09-6/30/10, you will need to change the criteria in two places as follows:

Click Edit

/tt/file_convert/5aa4529c7f8b9a185d8be08a/document.docx10/22/2010, Page 4 of 13

Page 5: · Web viewClick “Excel” and you will be prompted to enter a GT Reporting Department. Type your department id (for example, 150 for College of Engineering) and click view results

The next screen has several tabs:In the Query tab, the record name is A.GT_BAN_DTL_GL – GT Banner detail GURFEED info

Click the Criteria tab.

/tt/file_convert/5aa4529c7f8b9a185d8be08a/document.docx10/22/2010, Page 5 of 13

Page 6: · Web viewClick “Excel” and you will be prompted to enter a GT Reporting Department. Type your department id (for example, 150 for College of Engineering) and click view results

On the line of A.JOURNAL_DATE-Journal Date, click edit, change ‘DATE’ to ‘07/01/2009’ and ‘DATE 2’ to ‘06/30/2010’ and click OK

/tt/file_convert/5aa4529c7f8b9a185d8be08a/document.docx10/22/2010, Page 6 of 13

Page 7: · Web viewClick “Excel” and you will be prompted to enter a GT Reporting Department. Type your department id (for example, 150 for College of Engineering) and click view results

/tt/file_convert/5aa4529c7f8b9a185d8be08a/document.docx10/22/2010, Page 7 of 13

Page 8: · Web viewClick “Excel” and you will be prompted to enter a GT Reporting Department. Type your department id (for example, 150 for College of Engineering) and click view results

Click “Subquery/Union Navigation” located right below the View SQL and Run tabs

/tt/file_convert/5aa4529c7f8b9a185d8be08a/document.docx10/22/2010, Page 8 of 13

Page 9: · Web viewClick “Excel” and you will be prompted to enter a GT Reporting Department. Type your department id (for example, 150 for College of Engineering) and click view results

Click on “Union 1”

/tt/file_convert/5aa4529c7f8b9a185d8be08a/document.docx10/22/2010, Page 9 of 13

Page 10: · Web viewClick “Excel” and you will be prompted to enter a GT Reporting Department. Type your department id (for example, 150 for College of Engineering) and click view results

Now in the Query tab, the record name is B.JRNL_LN – Journal Line Data

Click the Criteria tab

/tt/file_convert/5aa4529c7f8b9a185d8be08a/document.docx10/22/2010, Page 10 of 13

Page 11: · Web viewClick “Excel” and you will be prompted to enter a GT Reporting Department. Type your department id (for example, 150 for College of Engineering) and click view results

On the line of B.JOURNAL_DATE-Journal Date, click edit, change ‘DATE’ to ‘07/01/2009’ and ‘DATE 2’ to ‘06/30/2010’ and click OK

/tt/file_convert/5aa4529c7f8b9a185d8be08a/document.docx10/22/2010, Page 11 of 13

Page 12: · Web viewClick “Excel” and you will be prompted to enter a GT Reporting Department. Type your department id (for example, 150 for College of Engineering) and click view results

/tt/file_convert/5aa4529c7f8b9a185d8be08a/document.docx10/22/2010, Page 12 of 13

Page 13: · Web viewClick “Excel” and you will be prompted to enter a GT Reporting Department. Type your department id (for example, 150 for College of Engineering) and click view results

Save the Private query and now you can run the transactions for FY10.

Click “Subquery/Union Navigation” and click “Top Level of Query” if you want to go back to the first query (A.GT_BAN_DTL_GL – GT Banner detail GURFEED info)

/tt/file_convert/5aa4529c7f8b9a185d8be08a/document.docx10/22/2010, Page 13 of 13

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