A Community of Learning SUNGARD SUMMIT 2007 | sungardsummit.com 1 Argos - Moving into the Community...

SUNGARD SUMMIT 2007 | sungardsummit.com 1

A Community of Learning

Argos - Moving into the Community

Presented by: Bruce Knox

University of Arkansas

Division of Agriculture, Cooperative Extension Service

March 20, 2007 10:00 am

Course ID 735

2Course ID 735 Argos - Moving into the Community

Introduction: Purpose and Benefits of this Presentation

Purpose:

• Discuss the Argos User Community

• Converting from MS Access to Argos

Benefits:

• Free Software

• Conversion Tips

• Tools for Ad Hoc Banner Reporting


Our Agenda

• What’s an Argos?

• Trying the Product

• The Argos Community

• Converting from MS Access

• Banner Record Selection Criteria



What’s an Argos?


What’s an Argos?

• Argos is a Web Based

• Evisions

• Ad Hoc Reporting Tool

• Designed for Banner


A.R.G.O.S. Ad hoc Report Generation and Output Solution

• Secure

• Easy to Use

• Fast


Argos, in Design Mode looks a lot like MS Access


Argos, in Design Mode looks a lot like MS Access


What’s an Argos

• MS Access++ Built for the SQL Database



Trying the Product


Trying the Product: Get a Password

• Get a password


Trying the Product: Download and Install


Trying the Product: Download and Install


Trying the Product: DBA and SysAdmin

• You will need IT for early parts of the Server Install


Trying the Product: Download and install

• the Argos Sample Datablocks for SCT Banner


Trying the Product:


Trying the Product:


Trying the Product:


Trying the Product:



The Argos Community


The Argos Community

• Community is a big part of Argos

• Sharing in Argos’ secured repository is encouraged.


The Argos Community


The Argos Community


The Argos Community


The Argos Community



Converting from MS Access



• We have been using MS Access with Banner for 7 years

• How to move from our existing MS Access?



• Build Datablocks via the Query Design GUI?



• Enter the Oracle Code?



• Either way will work for you, but • you still need to know the Banner Record Selection Criteria



Banner Record Selection Criteria



• Determining which Banner Tables are actually used

• A Handy Find Query



• Determining which Banner Tables are Actually Used• A Handy Find Query


Banner Record Selection Criteria: Tables Actually Used





• Collect the ones that look like Banner Tables into a file• argos_tables.txt


Banner Record Selection Criteria: Tables Actually Used• argos_tables.txt

• containing:@table_to_argos FABBKTP@table_to_argos FABCHKA@table_to_argos FABCHKS@table_to_argos FABINCK@table_to_argos FABINVH@table_to_argos FARDIRD@table_to_argos FARINTX…@table_to_argos TURVERS



• Then in SQL*Plus: 10:32:39 BKNOX: PROD> START argostables.txt

• This runs table_to_argos.sql for each Table in the file.

• The script concatenates each result into a single text file containing the Table information required for constructing Queries or determining Record Selection Criteria.


Banner Record Selection Criteria: Here is a snippet-- **FTVORGN** Organization Validation TableSELECT -- Created from TABLE FTVORGN Organization Validation Table FTVORGN_COAS_CODE, FTVORGN_ORGN_CODE, TRUNC(FTVORGN_EFF_DATE) FTVORGN_EFF_DATE, TRUNC(FTVORGN_ACTIVITY_DATE) FTVORGN_ACTIVITY_DATE, FTVORGN_USER_ID, TRUNC(FTVORGN_NCHG_DATE) FTVORGN_NCHG_DATE, TRUNC(FTVORGN_TERM_DATE) FTVORGN_TERM_DATE, FTVORGN_TITLE, FTVORGN_STATUS_IND, FTVORGN_ORGN_CODE_PRED, FTVORGN_FUND_CODE_DEF, FTVORGN_PROG_CODE_DEF, FTVORGN_ACTV_CODE_DEF, FTVORGN_LOCN_CODE_DEF, FTVORGN_DATA_ENTRY_IND, FTVORGN_FMGR_CODE_PIDM, FTVORGN_ENCB_POLICY_IND, FTVORGN_ORGN_CODE_NSF, FTVORGN_HIERARCHY_TABLE_IND, FTVORGN_ALT_POOL_IND FROM FTVORGN WHERE TRUNC(FTVORGN_EFF_DATE) <= SYSDATE AND (FTVORGN_NCHG_DATE > TRUNC(SYSDATE) OR FTVORGN_NCHG_DATE IS NULL) AND (FTVORGN_TERM_DATE > TRUNC(SYSDATE) OR FTVORGN_TERM_DATE IS NULL)

…


Banner Record Selection Criteria: Here is a snippet part2

-- AND FTVORGN_STATUS_IND = '?'

-- AND FTVORGN_DATA_ENTRY_IND = '?'

-- AND FTVORGN_ENCB_POLICY_IND = '?'

-- AND FTVORGN_HIERARCHY_TABLE_IND = '?'

-- AND FTVORGN_ALT_POOL_IND = '?'

-- AND FTVORGN_ACTIVITY_DATE > TO_DATE('06/30/2006 00:00:00','MM/DD/YYYY HH24:MI:SS')

-- AND TRUNC(FTVORGN_ACTIVITY_DATE) >= TO_DATE('01/26/2007 00:00:00','MM/DD/YYYY HH24:MI:SS')

-- AND TRUNC(FTVORGN_ACTIVITY_DATE) = TO_DATE('01/26/2007 00:00:00','MM/DD/YYYY HH24:MI:SS')

-- AND TRUNC(FTVORGN_ACTIVITY_DATE) < TO_DATE('01/26/2007 00:00:00','MM/DD/YYYY HH24:MI:SS')

-- AND TRUNC(FTVORGN_ACTIVITY_DATE) BETWEEN TO_DATE('07/01/2006 00:00:00','MM/DD/YYYY HH24:MI:SS') AND TO_DATE('06/30/2007 23:59:59','MM/DD/YYYY HH24:MI:SS')'

--FTVORGN_COAS_CODE NOT NULLABLE is Probably Key or Indexed Field

--FTVORGN_ORGN_CODE NOT NULLABLE is Probably Key or Indexed Field

--FTVORGN_EFF_DATE NOT NULLABLE is Probably Key or Indexed Field

--FTVORGN_ACTIVITY_DATE NOT NULLABLE is Probably Key or Indexed Field

--FTVORGN_USER_ID NOT NULLABLE is Probably Key or Indexed Field

--FTVORGN_NCHG_DATE NOT NULLABLE is Probably Key or Indexed Field

--FTVORGN_TITLE NOT NULLABLE is Probably Key or Indexed Field

--FTVORGN_STATUS_IND NOT NULLABLE is Probably Key or Indexed Field

--FTVORGN_DATA_ENTRY_IND NOT NULLABLE is Probably Key or Indexed Field

--ORDER BY FTVORGN_ORGN_CODE

-- **FTVORGN** Organization Validation Table


Banner Record Selection Criteria: Reports

• You will need a sample of the Report


Banner Record Selection Criteria: Reports to Queries

• Double-Click the Report Selector• The Dark Square within the Gray Square left of the Ruler Line.• Alternately, Right-Click and Select Properties, then • Select Data.



• Record Source is the MS Access Query behind the Report• Double-Click on the Ellipsis button and you have the Query



• MS Access Query behind the Report








Banner Record Selection Criteria: Reports to QueriesSELECT IIf([FGBGENL_FUND_CODE]="11100","U",IIf([FGBGENL_FUND_CODE]="11200","U",IIf([FGBGENL_FUND_CODE]="14000","U",IIf([FGBGENL_FUND_CODE]="21110","U",IIf([FGBGENL_FUND_CODE]="21120","U",IIf([FGBGENL_FUND_CODE]="21160","U",IIf([FGBGENL_FUND_CODE] Between "13000" And "13199","U",IIf([FGBGENL_FUND_CODE] Between "13250" And "13999","U",IIf([FGBGENL_FUND_CODE] Between "22000" And "22999","U",IIf([FGBGENL_FUND_CODE] Between "24000" And "24999","U",IIf([FGBGENL_FUND_CODE] Between "26000" And "26999","U",IIf([FGBGENL_FUND_CODE] Between "29000" And "29999","U",IIf([FGBGENL_FUND_CODE]="27000","U",IIf([FGBGENL_FUND_CODE]>"30000","P","R")))))))))))))) AS [Group], [FGBGENL 04].FGBGENL_ACCT_CODE AS GLACCT, FTVACCT.FTVACCT_TITLE AS [ACCT TITLE], FTVACCT.FTVACCT_ATYP_CODE AS [ACCT TYPE], FTVATYP.FTVATYP_TITLE AS [ACCT TYPE TITLE], Sum([FGBGENL_SUM_PERIODIC_DR]-[FGBGENL_SUM_PERIODIC_CR]) AS BalanceFROM (([FGBGENL 04] LEFT JOIN (FTVACCT LEFT JOIN FTVATYP ON FTVACCT.FTVACCT_ATYP_CODE = FTVATYP.FTVATYP_ATYP_CODE) ON [FGBGENL 04].FGBGENL_ACCT_CODE = FTVACCT.FTVACCT_ACCT_CODE) LEFT JOIN [FTVFUND any status] ON [FGBGENL 04].FGBGENL_FUND_CODE = [FTVFUND any status].FTVFUND_FUND_CODE) LEFT JOIN FTVFTYP ON [FTVFUND any status].FTVFUND_FTYP_CODE = FTVFTYP.FTVFTYP_FTYP_CODEWHERE((([FGBGENL 04].FGBGENL_PERIOD)<=[Select a period (pp)]) AND (([FTVFUND any status].FTVFUND_FTYP_CODE) Not Like "BF"))GROUP BY

IIf([FGBGENL_FUND_CODE]="11100","U",IIf([FGBGENL_FUND_CODE]="11200","U",IIf([FGBGENL_FUND_CODE]="14000","U",IIf([FGBGENL_FUND_CODE]="21110","U",IIf([FGBGENL_FUND_CODE]="21120","U",IIf([FGBGENL_FUND_CODE]="21160","U",IIf([FGBGENL_FUND_CODE] Between "13000" And "13199","U",IIf([FGBGENL_FUND_CODE] Between "13250" And "13999","U",IIf([FGBGENL_FUND_CODE] Between "22000" And "22999","U",IIf([FGBGENL_FUND_CODE] Between "24000" And "24999","U",IIf([FGBGENL_FUND_CODE] Between "26000" And "26999","U",IIf([FGBGENL_FUND_CODE] Between "29000" And "29999","U",IIf([FGBGENL_FUND_CODE]="27000","U",IIf([FGBGENL_FUND_CODE]>"30000","P","R")))))))))))))), [FGBGENL 04].FGBGENL_ACCT_CODE, FTVACCT.FTVACCT_TITLE, FTVACCT.FTVACCT_ATYP_CODE, FTVATYP.FTVATYP_TITLE

HAVING (((Sum([FGBGENL_SUM_PERIODIC_DR]-[FGBGENL_SUM_PERIODIC_CR]))<>0))ORDER BY

IIf([FGBGENL_FUND_CODE]="11100","U",IIf([FGBGENL_FUND_CODE]="11200","U",IIf([FGBGENL_FUND_CODE]="14000","U",IIf([FGBGENL_FUND_CODE]="21110","U",IIf([FGBGENL_FUND_CODE]="21120","U",IIf([FGBGENL_FUND_CODE]="21160","U",IIf([FGBGENL_FUND_CODE] Between "13000" And "13199","U",IIf([FGBGENL_FUND_CODE] Between "13250" And "13999","U",IIf([FGBGENL_FUND_CODE] Between "22000" And "22999","U",IIf([FGBGENL_FUND_CODE] Between "24000" And "24999","U",IIf([FGBGENL_FUND_CODE] Between "26000" And "26999","U",IIf([FGBGENL_FUND_CODE] Between "29000" And "29999","U",IIf([FGBGENL_FUND_CODE]="27000","U",IIf([FGBGENL_FUND_CODE]>"30000","P","R")))))))))))))) DESC ,

[FGBGENL 04].FGBGENL_ACCT_CODE;


Banner Record Selection Criteria: Reports to QueriesBut, note that this code is MS Access SQL; Not, Oracle SQL.Group: IIf([FGBGENL_FUND_CODE]="11100","U",IIf([FGBGENL_FUND_CODE]="11200","U",IIf([FGBGENL_FUND_CODE]="14000","U",IIf([FGBGENL_FUND_CODE]="21110","U",IIf([FGBGENL_FUND_CODE]="21120","U",IIf([FGBGENL_FUND_CODE]="21160","U",IIf([FGBGENL_FUND_CODE] Between "13000" And "13199","U",IIf([FGBGENL_FUND_CODE] Between "13250" And "13999","U",IIf([FGBGENL_FUND_CODE] Between "22000" And "22999","U",IIf([FGBGENL_FUND_CODE] Between "24000" And "24999","U",IIf([FGBGENL_FUND_CODE] Between "26000" And "26999","U",IIf([FGBGENL_FUND_CODE] Between "29000" And "29999","U",IIf([FGBGENL_FUND_CODE]="27000","U",IIf([FGBGENL_FUND_CODE]>"30000","P","R"))))))))))))))


Banner Record Selection Criteria: Reports to QueriesCASE WHEN FGBGENL_FUND_CODE = '11100' THEN 'U' WHEN FGBGENL_FUND_CODE = '11200' THEN 'U' WHEN FGBGENL_FUND_CODE = '14000' THEN 'U' WHEN FGBGENL_FUND_CODE = '21110' THEN 'U' WHEN FGBGENL_FUND_CODE = '21120' THEN 'U' WHEN FGBGENL_FUND_CODE = '21160' THEN 'U' WHEN FGBGENL_FUND_CODE Between '13000' And '13199' THEN 'U' WHEN FGBGENL_FUND_CODE Between '13250' And '13999' THEN 'U' WHEN FGBGENL_FUND_CODE Between '22000' And '22999' THEN 'U' WHEN FGBGENL_FUND_CODE Between '24000' And '24999' THEN 'U' WHEN FGBGENL_FUND_CODE Between '26000' And '26999' THEN 'U' WHEN FGBGENL_FUND_CODE Between '29000' And '29999' THEN 'U' WHEN FGBGENL_FUND_CODE = '27000' THEN 'U' WHEN FGBGENL_FUND_CODE > '30000' THEN 'P' ELSE 'R'END AS FUNDGROUP


Banner Record Selection Criteria: Reports to QueriesThe FROM and WHERE need to lose the [ ] and Double Quotes.

FROM (([FGBGENL]

LEFT JOIN (FTVACCT INNER JOIN FTVATYP ON FTVACCT.FTVACCT_ATYP_CODE = FTVATYP.FTVATYP_ATYP_CODE)

ON [FGBGENL].FGBGENL_ACCT_CODE = FTVACCT.FTVACCT_ACCT_CODE)

LEFT JOIN [FTVFUND] ON [FGBGENL].FGBGENL_FUND_CODE = [FTVFUND].FTVFUND_FUND_CODE) INNER JOIN FTVFTYP

ON [FTVFUND].FTVFUND_FTYP_CODE = FTVFTYP.FTVFTYP_FTYP_CODE

WHERE ((([FGBGENL].FGBGENL_PERIOD)<=[Select a period (pp)])

AND (([FTVFUND].FTVFUND_FTYP_CODE) Not Like "BF"))

FROM ((FGBGENL


ON FGBGENL.FGBGENL_ACCT_CODE = FTVACCT.FTVACCT_ACCT_CODE)

LEFT JOIN FTVFUND ON FGBGENL.FGBGENL_FUND_CODE = FTVFUND.FTVFUND_FUND_CODE) INNER JOIN FTVFTYP

ON FTVFUND.FTVFUND_FTYP_CODE = FTVFTYP.FTVFTYP_FTYP_CODE

WHERE FGBGENL.FGBGENL_PERIOD<=‘&pp‘

AND FTVFUND.FTVFUND_FTYP_CODE Not Like 'BF'


Banner Record Selection Criteria: Reports to QueriesThat works!

And it ran much, much faster than my old style Oracle SQL.

FROM ((FGBGENL


ON FGBGENL.FGBGENL_ACCT_CODE = FTVACCT.FTVACCT_ACCT_CODE)

LEFT JOIN FTVFUND ON FGBGENL.FGBGENL_FUND_CODE = FTVFUND.FTVFUND_FUND_CODE) INNER JOIN FTVFTYP

ON FTVFUND.FTVFUND_FTYP_CODE = FTVFTYP.FTVFTYP_FTYP_CODE

WHERE FGBGENL.FGBGENL_PERIOD<='06'

AND FGBGENL_FSYR_CODE = '06'

AND FTVFUND.FTVFUND_FTYP_CODE Not Like 'BF'

AND TRUNC(FTVACCT_EFF_DATE) <= SYSDATE

AND (FTVACCT_NCHG_DATE > TRUNC(SYSDATE) OR FTVACCT_NCHG_DATE IS NULL)

AND (FTVACCT_TERM_DATE > TRUNC(SYSDATE) OR FTVACCT_TERM_DATE IS NULL)

AND TRUNC(FTVATYP_EFF_DATE) <= SYSDATE

AND (FTVATYP_NCHG_DATE > TRUNC(SYSDATE) OR FTVATYP_NCHG_DATE IS NULL)

AND (FTVATYP_TERM_DATE > TRUNC(SYSDATE) OR FTVATYP_TERM_DATE IS NULL)



• Paste it into “Free Type” and Run It



• And it works!



• And it works!• But, this MS Access Query was mostly Oracle Joins• Converting the MS Access Functions is a Challenge• access_to_argos.shl UNIX Shell Script Can Help


Banner Record Selection Criteria: Reports to Queriesaccess_to_argos.shl include conversions for the most common MS Access Functions plus some hints on the complex ones

Automated Conversion includes:

removes all [removes all ]changes Double Quotes to Single QuotesInserts the CR, Carriage Returns or Newlines is just to help visually format the code to make it more readable, IMO Iff inserts CR in front of IIf FROM CR after FROM WHERE CR after WHERE HAVING CR after HAVING

changes: Chr( to CHAR( Len( LENGTH( Now() SYSDATE Nz( NVL( UCase( UPPER( LCase( LOWER(

and since I use Upper Case for Oracle Keywords: Abs( to ABS( LTrim( LTRIM( RTrim( RTRIM( Trim( TRIM( Round( ROUND(

The following are too complex for sed and tr to convert, but here are some hints on making the changes: Left(AnyString, n) SUBSTR(AnyString,1,n) Right(AnyString, n) SUBSTR(AnyString,LENGTH(AnyString)-n+1,n) IIf Can be replace with CASE or DECODE (use CASE if any IIf ... Between ... used)

Warning: One must be careful that the input contains no Lower Case Selection Criteria, because the output is UPPER Case



• You can build the Query using the

COLUMNs, Tables, WHERE, GROUP BY, ORDER BY, and HAVING

• Or, Build the Query from your code.

• Either will allow you to use parameters.

• Another option would be to build an Oracle VIEW from the code, but you would probably need a lot more help from IT to do that.


More Argos Resources

Typical Calendar of Live Classes



Knowledge Base, Listserv, Help Desk, …



Other Argos Summit 2007 Classes scheduled are: 20-Mar 2:00 PM 1471 Evisions ARGOS--Reporting Redefined

Partner Solutions topics

21-Mar 3:00 PM 1018 Argos--Training, Development, Insight

Information Access & Business Intelligence General Reporting & IR topics

http://www.uaex.edu/bknox/BannerArgos.htm BannerArgos


Summary

• Argos is the Web Based Ad Hoc Reporting Tool for Banner• Download and Try it Now!• Go to the Argos Community for Free Code and Help


Questions & Answers

Please complete the online class evaluation form

Course ID 735

Questions?


Thank You!

Bruce Knoxbknox @t uaex.edu

http://www.uaex.edu/bknox/BannerArgos.htm

Please complete the online class evaluation formCourse ID 735

SunGard, the SunGard logo, Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, and Plus are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. Third-party names and marks referenced herein are trademarks or registered trademarks of their respective owners.

© 2006 SunGard. All rights reserved.

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