Calculate Fees for Multiple Students

Run a process that calculates fees for multiple students instead of calculating fees one student at a time.

Here are the steps:

1. Click Navigator > Tools > Scheduled Processes.

2. Click Schedule New Process.

3. Select Fee Calculation for Multiple Students and click OK.

4. Select a Population Selection query to identify your group of bill recipients and click OK.

5. Select other values such as academic period.

6. Click Submit.

Population Selection

You can use person tags in your population selection query to identify which group of students to include when you run the Fee Calculation for Multiple Students process. Person tags are labels assigned to students so you can easily group them.

Use the Manage Population Selection Process Contexts task to specify a BI query folder location for queries. When you run a process, you select a query and the process uses that location to find the query.

For the Fee Calculation for Multiple Students process, create two queries. You use the first query as a filter in the second query.

1. A query for the Person Attributes Real Time subject area.

2. A query for the Student Accounts Real Time and Person Real Time subject areas.

When you run the Fee Calculation for Multiple Students process, you select the second query for your population selection query.

Let's look at the steps for Query 1:

1. Click Navigator > Tools > Reports and Analytics.

2. Click Browse Catalog. Make sure your browser is set up to allow pop-ups. Oracle BI appears.

3. Click New and select Analysis.

4. Select the subject area Higher Education - Person Attributes Real Time.

5. In the Subject Areas pane, expand folders and double click columns to add them to the analysis.

6. You can filter the results:

   1. In the Selected Columns area, click the button for the column and select Filter.

   2. Enter the filter parameters.

7. To view the results of your query, click the Results tab.

8. Click Save Analysis.

Let's look at the steps for Query 2:

1. Click New and select Analysis.

2. Select the subject area Higher Education - Student Accounts Real Time.

3. Expand the Student Academic Period folder and double click Student Academic Period Id to add the column to the analysis. Student Academic Period Id is a required parameter for the Fee Calculation for Multiple Students process.

4. In the Subject Areas pane, click the Add Remove Subject areas icon.

5. Select Higher Education - Person Real Time and click OK.

6. Expand the folders and double click the columns that you want to add to the analysis.

7. You can edit a column name, to indicate, for example, which subject area it belongs to.

   1. Click the button for the column and then click Column Properties.

   2. In the Column Format tab, select Custom Headings.

8. Complete these steps to use the previously created Person Attributes Real Time query (Query 1) as a filter:

   1. In the Selected Columns area, for the column you want to filter on, click the button for the column and select Filter. A New Filter window opens. Let's say Party ID is a column in the Person Attributes Real Time query. To create a filter on the current query to bring in all students whose party ID is the same as the Person Tags query, select the Party ID column for filtering in the current query.

   2. For Operator, select this value: is based on results of another analysis.

   3. For Saved Analysis, browse to find your Person Attributes Real Time query and click OK.

   4. For Relationship and Use values in Column, select the values and click OK.

9. To view the results of your query, click the Results tab.

10. Click Save Analysis.