Part 1 - Prepare the BPPE Workbook |
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The BPPE workbook contains three tabs:
Workbook Tabs
Info Dictionary Data Before beginning, verify the school has completed all yellow highlighted fields on the: Info tab These values will be used later in the reporting process.
Note:
The cohort reporting dates used later in this guide are found on the Dictionary tab in cells:
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Part 2 - Generate Required Reports |
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Two reports must be generated before any spreadsheet work begins.
Student General Report
Navigate to: Reports → Query → Student → General Report Query students using: Actual Graduation Date Use the cohort dates found in: Dictionary!D6 Dictionary!D7 Export the report as: CSV
90-10 Calculation by Student Report
Run the report using: Start Date: January 1st of 5 years prior Example: Reporting Year: 2023 Start Date: 1/1/2018 End Date: December 31st of the cohort year Export the report as: Excel |
Part 3 - Prepare the 90-10 Workbook |
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Open the exported:
90-10 Calculation by Student workbook.
Create FedLoanDebt Column
Create a new column:
In the header row, enter:
FedLoanDebt
In the first data row, enter the appropriate formula:
Pre-2025 Formula
=H3+I3+J3+N3+O3+P3
Post-2026 Formula
=H3+I3+J3+P3+R3+S3
After entering the formula: 1. Click out of the cell. 2. Click back into the cell. 3. Double-click the fill handle in the lower-right corner of the cell.
Create General Report Sheet
Create a new worksheet in the 90-10 workbook. Rename the worksheet:
General Report
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Part 4 - Build the General Report Sheet |
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Open the exported:
Student General Report CSV Copy the following columns:
D
E
AA
AJ
AQ
BG
Paste them into the: General Report worksheet that was created in Part 3.
Prepare Name Columns
Right-click Column B and select: Insert Repeat this process three times. Highlight Column A. Navigate to: Data → Text to Columns Select: Delimited Then click: Next In the Delimiters section:
Click: Next Leave: General selected and click: Finish Rename: Cell A1 = Last Name Cell B1 = First Name
Clean Imported Data
Perform the following Find & Replace operations.
Note:
For every replacement below, include the space after the colon. Column G Find:
Actual Grad:
Replace With:
(blank)
Click: Replace All Column H Find:
SSN:
Replace With:
(blank)
Click: Replace All Column I Find:
Course:
Replace With:
(blank)
Click: Replace All Column J Find:
Hours:
Replace With:
(blank)
Click: Replace All |
Part 5 - Build the BPPE Data Sheet |
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Create BPPE Data Sheet
Create an additional worksheet within the 90-10 workbook. Copy cells A1 through H1 from the: Data tab of the BPPE workbook. Paste them into: Cell A1 of the new worksheet.
Map General Report Data
Copy the following information from the: General Report worksheet into the new BPPE worksheet.
General Report Column → BPPE Data Column
A (Last Name) → A B (First Name) → B H (SSN) → C G (Actual Grad Date) → D I (Course) → F J (Hours) → H After completion, the BPPE worksheet should contain: Last Name First Name SSN Actual Graduation Date Course Hours The remaining columns will be completed in Part 6. |
Part 6 - Match Federal Loan Debt |
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Match Federal Loan Debt
In the BPPE worksheet, click into: Cell E1 Enter the appropriate formula.
Pre-2025 Formula
=VLOOKUP('General Report'!F2,'SmartShared - 90-10 Calculation'!A:S,19,FALSE)
Post-2026 Formula
=VLOOKUP('General Report'!F2,'SmartShared - 90-10 Calculation'!A:W,21,FALSE)
After entering the formula: 1. Click outside the cell. 2. Click back into the cell. 3. Double-click the fill handle in the bottom-right corner. Highlight all of Column E. Copy the column. Paste it back onto itself using: Paste Values Only Perform a Find & Replace: Find:
#N/A
Replace With:
0
Click: Replace All
Validate Data
Select Cell A1 in the BPPE worksheet. Enable Filters: Home → Sort & Filter → Filter Sort Column F using: Sort A to Z Review Column E (Federal Loan Debt) for invalid data. Values should:
Populate the BPPE Workbook
Copy columns A through H from the BPPE worksheet. Paste the values into: Cell A2 of the Data tab of the BPPE workbook. Configure the remaining fields: Column G (CredentialType) Typically:
Diploma/Certificate
Verify this value with the school before populating the column. Column I (LengthType) Typically:
Clock
Verify this value with the school before populating the column. Column J (SOCCode) Locate the correct SOC Code on the: Info tab of the BPPE workbook. Use Excel search to locate the appropriate code. Columns K and L Institution Code Institution Name These fields should populate automatically.
Final Verification:
Confirm all required rows have been populated, formulas have been converted to values, and no validation issues remain before submitting the workbook to the school.
Submission
Save the completed workbook in a location that is easily accessible to the school. The file is now ready for BPPE submission. |
Completion Checklist |
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✓ BPPE Workbook Prepared ✓ Required Reports Generated ✓ 90-10 Workbook Prepared ✓ General Report Sheet Built ✓ BPPE Data Sheet Created ✓ Federal Loan Debt Calculated ✓ Data Validated ✓ BPPE Workbook Populated ✓ File Saved For School Submission |