Pre-Conference Workshops

Alliance Virtual 2020

Monday, May 11th and Tuesday, May 12th, 2020.

Payments for workshops will NOT be carried over from Alliance 2020 registrations. All workshop payments must be paid no later than May 8, 2020, or registration is subject to cancellation. Please see the list of the workshops being offered below.  All times are listed in ET Eastern Time (US and Canada).  You may use this time converter to help calculate the session times in your timezone. 



Workshop Add-on All-Access Pass Workshop Purchase


Workshop admission ONE UNLIMITED ONE
Digital access post conference ONE ALL ONE
Alliance Virtual 2020 registration required? YES YES NO

Monday, May 11th

Workshop 1 - 11:00 AM - 2:30 PM (Eastern)

Room 1

It’s all Greek to me! Becoming fluent in BI Publisher.
Track Technical & Reporting
Speakers Anna Kourouniotis, MA, Duke University

Learning a new tool is a lot like learning a language. It might be challenging at first to recall the vocabulary or syntax. You may lose motivation early on because it feels like trying to climb a mountain. You may perhaps lack the resources to excel. In this workshop you will learn to create a simple report in BI Publisher using XML (Extensible Markup Language) data that was created from a PS Query. At the end of the workshop, you will be able to speak basic BI! More...

Virtual Workshop Overview:

90 min (Presentation):
PART 1: Overview
- Review of BI Publisher for Desktop Word Template Designer
- Overview of Report setup and creation process
- Understanding different Layout types
- Using Sub-templates

PART 2: Designing the RTF Template using MS Wor
- Getting Started
- Creating the data source
- Saving the template locally first
- Using the Wizard
- Creating a simple list report
- Grouping and sorting data
- Creating a Table, Form, or Chart
- Inserting images

30 min (Break): You deserve it!

90 min (Presentation):
PART 2: Designing the RTF Template using MS Word (Cont.)
- Applying conditional logic
- Adding Headers and Footers
- Using Word functionality to format report
- Using BI Properties to format numbers, currencies, and dates
- Reviewing Sample Template

PART 3: Creating the report in PeopleSoft - Creating the Report Definition
- Running the report
- Scheduling the report
- Understanding Bursting

PART 4: Working with Sub-Templates
- Understanding sub-templates
- Creating sub-template for common layout
- Testing sub-template from Desktop
- Uploading sub-template to Content Library
- Calling sub-template from main template

PART 5: Conclusion/ Q&As

Workshop 2 & 3 - 3:30 PM - 7:00 PM (Eastern)

Room 1

Equation Engine- Learn how to use it for more than just FA
Track Student Records
Speaker William Culey, Washington State University

At Washington State University, we have started to leverage the potential of Equation Engines across multiple modules. Learn about how:
- To use Equation Engine and its components
- To dive into Equation SQL Routines
- Query manager helps as well as the Equation editor which is where you write the equation.

WSU will show you how we use it for:
- Mass data updates
- Transcripts loading
- Create grading rosters
- Calculating class price (including material costs each term). More...

Virtual Workshop Overview:

90 min (Presentation):
- Learning to use the Equation SQL and how query manager can help. It will also discuss using SQL statements.
- Will show the use of Equation Engine, how to create prompts, call SQL, and even call other equations. It will dive into the different Keywords and Operand types that can be used.
- Demonstrate what WSU has built and then moving on to building an equation engine and running it.

30 min (Break): You deserve it!

90 min (Hands-on):
PART 2: Let’s build it out & work it out.
- WSU will allow time for troubleshooting attendee's problems or questions about Equation Engine.
- Q&A

Room 2

Academic Requirements 201
Track Academic Advisement
Speakers Dede Young, Northern Illinois University

This session will provide a deeper look at academic requirements. There will be a brief presentation, highlighting topics covered in last year’s Academic Requirements 101 session, which is available for download along with all of the files pertaining to this workshop. Special requirement usage, course lists, entity groups, dynamic conditions, student groups in advising, tests in advising, derived course lists, and course attributes will be detailed and brought to fruition in an academic requirement and academic requirement group, viewing the final product in a special Advising Report. The demonstration will involve the live creation of most of these aspects of academic requirements. More...

Virtual Workshop Overview:

This session will provide a deeper look at academic requirements.

45 min (Presentation):
- Creating and using a special requirement usage
- Course Lists
- Entity Groups
- Dynamic Conditions

10 min (Break) 10 minutes to Recharge!:

45 min (Presentation):
- Student Groups in Advising
- Tests in Advising
- Derived Course Lists
- Course Attributes, etc.,

30 min (Break) You deserve it!:
- Mini Q&A

90 min (Hands-on):
PART 3: Let’s build it out & work it out!
- Viewing the final product in a special Advising Report.
- Q&A

Tuesday, May 12th

Workshop 4 - 11:00 AM - 2:30 PM (Eastern)

Room 1

Commitment Control: The Good, the Bad, the Encumbered
Track Finance
Speaker Nora Loyd, University of Texas Southwestern Medical Center

Due to the complexities of module interaction with PeopleSoft Commitment Control, data needs to be continuously reviewed and reconciled. Liquidation processing in particular involves multiple documents and dynamic business processes. When data is incorrect in Commitment Control the solution may be as simple as rechecking the document—or it may be considerably more complicated. The presenter will share information about how liquidation processing should work, issues encountered in practice, reconciliations used to diagnose variances between modules and Commitment Control as well as between tables within Commitment Control, and approaches to correcting data issues More...

Virtual Workshop Overview:

90 min (Presentation)
PART 1: Commitment Control Overview
- This portion will go over basic information and examples presented on PowerPoint.
- KK Table Structure: A review of the tables and fields used to store transactional-level Commitment Control data
- Liquidation Processing: How do transactions update Commitment Control during encumbrance and liquidation processin

30 min (Break)

90 min (Presentation):
PART 2: Reconciliation and Troubleshooting
- Bring your questions! You are welcome to submit questions in advance, and we will also have time for Q&A and discussion. Share the pain, share the solutions!
- Reconciliation: Discussion of example SQL reconciliation queries
- Business Process Review: Discussion of how business processes impact Commitment Control
- Correction: Discussion of how to correct data

Workshop 5 - 3:30 PM - 7:00 PM (Eastern)

Room 1

Is Your Printer Friendly AAR Not Really Friendly? Fix the .pdf Version Without a Developer!
Track Academic Advisement
Speaker Larry Hill, Indiana University

This session covers procedures that a functional person with a small amount of technical skills can produce a high quality .pdf version of the Academic Advisement Report (AAR)…actually more than one version. More...

You will learn how to create simple graphics and charts, use it as a financial aid report, have different versions that display with each AAR type you have, create sub-reports that can be pulled in by using sub-templates. This session has items that are very easily completed in just a few minutes and more advanced topics for the advanced user. You can even bring your laptop and "play along" if you wish.