Exercise 2 - Creating Alma Analytics - New Analyses

Fines and Fees by library

• Hover over the New menu in the top right and select Analysis

• Select Fines and Fees from the list of Subject areas

Criteria tab

Add Fields. You may double-click or drag into Selected Columns pane.

1. From the Owning Library dimension, Owning Library Name

2. From Creation Date dimension, Creation Year, Creation Month, Creation Month Key

3. From Fines and Fees Transactions dimension, Fine Fee Type, Original Amount

Click Save icon. Give the analysis a meaningful name. Enter Description with information on the content, and purpose of the analysis, your name and date of creation. 

Filters

1. Click on down arrow for Owning Library Name and select Filter

2. Operator defaults to is equal to / is in

3. Click the Value dropdown

4. Select Cabot Science

5. Click OK

6. Click on down arrow by Creation Year and select Filter

7. For Operator select is greater than

8. Select 2015 for the Value field

9. Click OK

Format Original Amount

1. Click on down arrow by Original Amount

2. Select Column Properties, then Data Format tab

3. Click Override Default Data Format box

4. For Treat Numbers As select Currency

5. Select $ for Currency Symbol

6. In Decimal Places select 2

7. Click OK

Sorting

1. Owning Library Name – Sort Ascending

2. Creation Year – select to Add Descending Sort

3. Creation Month Key – Add Ascending Sort

Save Analysis

View Results and Edit Table Layout

Results tab

1. Click Results tab to produce output.

2. With results on screen, go to Views pane (lower left), highlight Table and click Pencil icon for Edit View.

3. In Layout pane

   1. Click More Options.. icon for Creation Month Key, select Hidden

   2. Click sigma (Σ) next to Creation Month, select After

   3. Click sigma next to Creation Year, select After

4. Click sigma for table Columns and Measures, select After

5. Use icons on the main toolbar for Display Results and Show/Hide Layout Pane to view changes to results as you arrange data fields in Layout

6. When you are satisfied, click Done button in upper right. To back out changes select Revert, then Done.

Repeated Cell Values

1. In the right pane titled Compound Layout, click the View Properties icon associated with the Table (next to the pencil)

2. On Style tab

   1. For Row styling, check Enable alternate styling

   2. Check Repeat cell values

   3. Click OK

Save Analysis

Export results

1. Select icon for Export this analysis (Sheet with arrow pointing up)

2. Select Excel 2007

3. Report will download

View Results and Edit Pivot Table Layout

Results tab

1. With results on screen, go to Views pane and select New View icon, Pivot Table

2. In Layout

   1. Select More Options.. Icon for Creation Month Key, select Hidden

   2. Order of Rows should be Owning Library Name, Fine Fee Type

   3. Order of Columns from the top should be Creation Year, Creation Month Key, Creation Month

   4. Select sigma next to Creation Year, select After

   5. Select sigma next to Owning Library Name, select After

3. Click Done

4. Click green plus sign in Views to add Pivot table view

Save Analysis

Prompts

1. Go to Results tab

2. In Views pane highlight Table, select red X to Remove view from Analysis

3. Go to Criteria tab

4. In Filters area, select pencil next to Owning Library Name

5. Change Operator to is prompted

6. Repeat for Creation Year

7. Select Prompts tab

8. Select green plus sign to add a Column Prompt for Owning Library Name

9. In Options select check box for Include "All Column Values" choice in the list

10. Click OK

11. Repeat for Creation Year

12. Preview prompt page (paper with eyeglasses icon). Close preview window when done.

Save analysis, then go to the Catalog and Open the analysis to enter prompt values