A practical guide to Analytics brought to you by the Central Analytics Standing Group, based on questions and feedback from Alliance members like you.
On This Page
FY23 Training Series
| Date and Time | Topic | Presenters | Recording and Materials |
|---|---|---|---|
| January 19, 2-3 pm | Analytics 101 | Michele DeSilva, James Watkins, and Caroline Reul | Recording (52:54) Transcript (TXT) Handout (PDF) Slides – Part 1 Slides – Part 2 Slides – Part 3 |
| February 9, 11 am – 12 pm | Analytics for Resource Sharing & Fulfillment (RSF) | Michele DeSilva | Recording (39:38) |
| March 16, 2-3 pm | From ILS to DEI | James Watkins | (Not recorded) |
| April 20, 2-3 pm | Spring Cleaning: Data Clean-Up Projects with Analytics | Sid Devarenne, Caroline Reul, Taylor Ralph, and Michele DeSilva | |
| May 18, 2-3 pm | Using Analytics Data in Other Tools (Excel, Tableau, etc.) | James Watkins, Sid Devarenne, and Michele DeSilva | |
| June 1, 2-3 pm | SUSHI, COUNTER and Analytics | Taylor Ralph |
General
Alma Analytics
Analytics lets you build reports on your institution’s Alma data (Institution Zone or IZ). You can request reports on Network Zone or NZ data. Read details about the difference in accessing IZ vs. NZ data.
- Alma Analytics 101 (January 12, 2022)
- Introduction to Analytics (November 2016; Video, 12:38)
- Navigating Analytics
- Menus, icons, and structure of Analytics
- Demonstrates how to copy and paste a report
- Addresses a few key issues you might encounter
- Covers details about customization and displaying of reports
- Rearranging columns in the compiled report
- Analytics 101 (Summer Meeting 2019; PPTX)
- General overview of Analytics. Including:
- Accessing and structure of AnalyticsUtilizing out-of-the-box analytic reportsRetrieving and using community reports
- Compiling a report
- Selection of subject area
- Adding criteria
- Adding filters
- Setting rows to add up to totals
- Adding views
- Creating a new dashboard, prompts, and adding reports
- Adding Analytic widgets in the Alma interface
- General overview of Analytics. Including:
- Navigating Analytics (May 2020; PPTX)
- Subject Areas (October 2020; PDF) – Description of fields including their mappings in Alma and MARC source. Includes a how-to on combining Subject Areas.
- Tips for Analytics Organization (eBUG 2016; PDF)
- Sorting Two or More Fields (July 2016; PDF)
- Display and Styling (January 2017; Video, 12:15)
- Editing properties for analysis, tables, and columns
- Including null values in a report
- Hierarchy of columns
- Enabling user interactions across multiple tables
- Styling and setting sizes for tables and columns
- Setting column and data formatting,
- Customizing column headings
- Conditional formatting for rows and columns
- Modifying the Look of an Analysis (July 2016; PDF)
- Changing column heading display
- Adding totals to the end of columns
- Coloring every other row.
- Visualizing Analytics (May 2020; PDF) – Turn your reports into graphs and charts.
FAQs
The Analytics FAQs page contains answers to frequently asked questions about Alma/Primo Analytics.
Dashboards
- Building and Using Dashboards (March 9, 2022)
- Dashboard Prompts (April 2017; Video, 11:52)
- Creating a Dashboard Prompt, Widget, & Emails from a Report (Summer Meeting 2019; PPTX)
- Loans by Call Number Range (July 2016; PDF)
Annual Reports
- ACRL Canned Reports (Updated January 2021; PDF)
- ACRL Analytics Review (January 2021; Video, 35:33)
- IPEDS Canned Reports (Updated September 2021; PDF)
Analytics in Action
- Alliance Case Studies in Analytics (February 9, 2022)
- Analytics in Action Videos – A series of videos created in 2019-2020 about using Analytics to instruct and inspire you!
- Index and descriptions of videos.
Service Area Reports
Circulation
- What books loaned the most last year (2019; Video, 5:20)
- Loans by call number range (July 2016; PDF)
- Loans over the last three days (July 2016; PDF)
Collection Services
- Analytics Display Network Zone Information (December 2020; Video, 13:16)
- All items from one barcode (October 2020; Video, 6:35) – Find all items from a single barcode by using the step feature to retrieve the MMS ID.
- Collections – Tracking Age (2019; Video, 7:53)
- Creating Formulas for Expenditures (February 2017; Video, 9:06)
- Create an Automated Report on Gift Funds (July 2016; PDF) – Drill down into various fund transaction types. Work through creating formulas. Remove extraneous text in a column. Create scheduled email reports.
- Monitoring Items in a Request Type (March 2020; PDF) – Identify items given the request type Equipment to Withdraw so these items can be withdrawn
- Parsing information from the MARC 300 field (February 2021; PDF)
- Sorting by LC Call Number (July 2016; PDF)
- Weeding (2020; PDF) – See examples of using Analytics for weeding projects within the scope of three different scenarios
Electronic Resources
- Analytics for Fun and Profit: Post-CDI Cleanup and Beyond (April 2021; Video, 54:50)
- Counter and SUSHI (February 2021; PPTX)
- Ebooks Widget Analytics Report: Can be copied from the Analytics Catalog under /shared/Community/Reports/Consortia/Orbis Cascade Alliance/Analytics Group.
Resource Sharing
- Training Materials for the Fulfillment Dashboard (2018; PDF)
Advanced
- Filter an Analysis Based on Another Analysis (December 2016; Video, 8:08)
- Pivot Tables in a Nutshell (July 2020; Video, 4:55)
- Copy an Analytics report (October 2020; Video, 2:44) – For backup or for sending to a colleague.
- Combining & Visualizing Data with Alma (June 2021; Video, 55:51) – An introduction to the OAS (Oracle Analytics Server) and DV (Data Visualization)
- Making Usable Reports Out of Imperfect Data (May 11, 2022)
- Data Visualizations in Analytics and Excel (June 8, 2022)
- Recording (56 mins)
- Advanced Data Visualizations (PDF)
- Sparklines in Excel (PDF)
- Bubble Charts in Excel (PPTX)
- Complex Data in DV (PDF)
Advanced SQL in Filters and Formulas
- Enhancing Analytics Reports with SQL (April 13, 2022)
- Recording (58 mins)
- Slides, Part 1 (Google Slides)
- Slides, Part 2 (PPTX)
- Using SQL & Formulas (October 2020; PDF) – A short introduction with examples
- Helpful Functions (eBUG 2016; PDF)
- Analytics 201 – SQL Statements in Oracle Business Intelligence (OBI) (Summer Meeting 2019; PPTX)
- Derive hour, day, etc. from date
- Date arithmetic
- Tops, bottoms
- Tips and Tricks with SQL (January 2021; PDF) – Focuses on time calculations.
- Analytics Trips and Tricks (May 2021; Video, 54:15)
- Loans Over the Last Three Days (July 2016; PDF) – Show loans for the past three days using TIMESTAMPADD, making a graph and widget.
- Using Two Subject Areas (July 2016; PDF) – Slides from Doris Munson July 2016. Modified 2020.
Need Help?
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Use the Central Analytics Request Form to send CASG any questions or submit ideas for new shared reports.