FGIBDST EXTRACT<\/strong><\/p>\nTo extract data from FGIBDST, access that form as you normally would for on-line inquiry purposes.
\nOnce the information appears on the screen, go to \u201cHelp\u201d on the toolbar. Hold down the Ctrl key and select \u201cExtract Data No Key.\u201d Keep Ctrl depressed till the download box appears then you click on \u201cOpen\u201d.<\/p>\n
Do \u201cPage\u201d \u201cSave as\u201d Rename the file and save in C:\/Temp. On new Internet Explorer: to \u201csave as\u201d click on \u201cPage\u201d mid way on right side of screen or when box appears, choose \u201csave as\u201d and save to C: temp. ( it must be saved as a CSV file.)
\nIf says may contain features not compatible with CSV file\u2014answer yes
\nClose file
\nIf ask if want to save changes, answer \u201cno\u201d
\nIn Excel, retrieve the FGIBDST template.<\/p>\n
On the toolbar, go to \u201cData\u201d, then \u201cImport External Data\u201d, then \u201cImport Data\u201d
\nSelect the \u201cTEMP\u201d folder, then select the appropriate extracted FGIBDST file. Make sure that \u201cFiles of type:\u201d reads \u201cText Files\u201d, \u201cAll Files\u201d, or \u201cAll Data Sources\u201d.<\/p>\n
When the extracted file is selected, the Text Import Wizard Screen should appear.
\nSelect \u201cDelimited\u201d as the Original Data Type. Go to the Next screen.
\nSelect \u201cTab\u201d and \u201cComma\u201d as the Delimiters. Select \u201cFinish\u201d.<\/p>\n
Select \u201cExisting worksheet;\u201d and change the option to \u201c=$A$8\u201d.
\nClick on \u201cOK\u201d. This will put the data into the template.
\nIMPORTANT!! You must now save the file as an Excel file by going to \u201cFile\u201d and \u201cSave as\u201d. You may save this under the file name and folder of your choice. If you do not do this, you will be unable to use other Excel functions on the spreadsheet and may corrupt your template file.<\/p>\n
FGITRND EXTRACT<\/strong>
\nTo extract data from FGITRND, access that form as you normally would for on-line inquiry purposes.
\nOnce the information appears on the screen, go to \u201cHelp\u201d on the toolbar. Hold down the Ctrl key and select \u201cExtract Data No Key.\u201d Keep Ctrl depressed till box below appears.<\/p>\nYou will see the following block of information, indicating the file where the extracted data has been stored.
\nChoose \u201cOpen\u201d. Do \u201cPage\u201d \u201cSave as\u201d Rename the file and save in C:\/Temp. It must be saved as a \u201cCSV\u201dfile. If says may contain features not compatible with CSV file\u2014answer yes
\nClose file
\nIf ask if want to save changes, answer \u201cno\u201d
\nIn Excel, retrieve the FGITRND template.<\/p>\n
On the toolbar, go to \u201cData\u201d, then \u201cImport External Data\u201d, then \u201cImport Data\u201d<\/p>\n
Select the \u201cTEMP\u201d folder, then select the appropriate extracted FGITRND file. Make sure that \u201cFiles of type:\u201d reads \u201cText Files\u201d, \u201cAll Files\u201d, or \u201cAll Data Sources\u201d.
\nWhen the extracted file is selected, the Text Import Wizard Screen should appear.<\/p>\n
Select \u201cDelimited\u201d as the Original Data Type. Go to the Next screen.
\nSelect \u201cTab\u201d and \u201cComma\u201d as the Delimiters. Select \u201cFinish\u201d.<\/p>\n
Select \u201cExisting worksheet;\u201d and change the option to \u201c=$A$7\u201d.
\nClick on \u201cOK\u201d. This will put the data into the template.<\/p>\n
IMPORTANT!! You must now save the file as an Excel file by going to \u201cFile\u201d and \u201cSave as\u201d. You may save this under the file name and folder of your choice. If you do not do this, you will be unable to use other Excel functions on the spreadsheet and may corrupt your template file.<\/p>\n
FGIOENC EXTRACT<\/strong><\/p>\nTo extract data from FGIOENC, access that form as you normally would for on-line inquiry purposes.
\nOnce the information appears on the screen, go to \u201cHelp\u201d on the toolbar. Hold down the Ctrl key and select \u201cExtract Data No Key.\u201dKeep Ctrl depressed till download box appears.<\/p>\n
You will see the following block of information, indicating the file where the extracted data has been stored.
\nChoose \u201cOpen\u201d. Do \u201cPage\u201d \u201cSave as\u201d Rename the file and save in C:\/Temp. It must be saved as a \u201cCSV\u201d file. If says may contain features not compatible with CSV file\u2014answer yes
\nClose file
\nIf ask if want to save changes, answer \u201cno\u201d
\nIn Excel, retrieve the FGIOENC template.<\/p>\n
On the toolbar, go to \u201cData\u201d, then \u201cImport External Data\u201d, then \u201cImport Data\u201d<\/p>\n
Select the \u201cTEMP\u201d folder, then select the appropriate extracted FGIOENC file. Make sure that \u201cFiles of type:\u201d reads \u201cText Files\u201d, \u201cAll Files\u201d, or \u201cAll Data Sources\u201d.
\nWhen the extracted file is selected, the Text Import Wizard Screen should appear.<\/p>\n
Select \u201cDelimited\u201d as the Original Data Type. Go to the Next screen.
\nSelect \u201cTab\u201d and \u201cComma\u201d as the Delimiters. Select \u201cFinish\u201d.<\/p>\n
Select \u201cExisting worksheet;\u201d and change the option to \u201c=$A$7\u201d.
\nClick on \u201cOK\u201d. This will put the data into the template.
\nIMPORTANT!! You must now save the file as an Excel file by going to \u201cFile\u201d and \u201cSave as\u201d. You may save this under the file name and folder of your choice. If you do not do this, you will be unable to use other Excel functions on the spreadsheet and may corrupt your template file.<\/p>\n
TIPS FOR EXTRACTING DATA<\/strong><\/p>\nWhen extracting data from these on-line forms, remember that information contained in these on-line forms is current for all transactions that have been posted year-to-date at the time you are viewing the form.<\/p>\n
If expense information is needed for a particular month, you may retrieve the information by going to FGIBDST and select \u201cTransaction Detail Information\u201d (FGITRND). Select \u201cRollback\u201d. On the first line of information, delete the account code if you want to see all transactions or enter the particular account code you are investigating. In the block labeled \u201cPeriod\u201d, enter the fiscal month you want information on (July=01, August=02, etc.). Do \u201cControl\u201d \u201cPage Down\u201d. In the block labeled \u201cField Code\u201d, type in \u201cYTD\u201d. Click on the \u201cF8\u201d key. This will extract all transactions for that particular fiscal month for the requested account codes.<\/p>\n
Neither the FGIBDST nor FGITRND forms allow for year-to-date information to be requested as of the end of a particular month. You may want to extract each month separately and then build a year-to-date spreadsheet with that information.<\/p>\n
If you have questions or need further help, please contact Selah Wilson<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"The extract option for a Banner form has been made available to those individuals with query privileges to said Banner form. Though the data will be stored in an electronic format outside of Banner, the information is not to be shared with individuals that do not have current query privileges to that data. In addition,<\/p>\n","protected":false},"author":125,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"open","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-874","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.marshall.edu\/finance\/wp-json\/wp\/v2\/pages\/874","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.marshall.edu\/finance\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.marshall.edu\/finance\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.marshall.edu\/finance\/wp-json\/wp\/v2\/users\/125"}],"replies":[{"embeddable":true,"href":"https:\/\/www.marshall.edu\/finance\/wp-json\/wp\/v2\/comments?post=874"}],"version-history":[{"count":0,"href":"https:\/\/www.marshall.edu\/finance\/wp-json\/wp\/v2\/pages\/874\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.marshall.edu\/finance\/wp-json\/wp\/v2\/media?parent=874"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}