[Wactclc-alma] Create the report based on Excel file?

[Whittaker, Shellie]

Hi Nadine,

I've never attempted to use an Excel file (or csv file) in/with Analytics, but I think it is possible.  Or maybe, more specifically, it might be possible to use data from an Excel file as criteria for a filter in an Analytics query.

I found a how-to document that might lead us in the right direction.  It's not focused exactly on what you are doing, but it might work.

See attached.  I found it here<https://knowledge.exlibrisgroup.com/Special:Search?search=csv+file+in+analytics&path=Alma&product=Alma>.

Shellie

From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Nadine Pavlov
Sent: Thursday, August 3, 2017 2:35 PM
To: wactclc-alma at lists.ctc.edu
Subject: [Wactclc-alma] Create the report based on Excel file?

Hi,
We have a list of the students that we need to see if they have any fines and how much do they have.  We do have an analytics report that shows the fines and fees the students have. BUT, how can I filter it to see the fines for the specific students? Those filter's options that exists, don't really help me because the list I have is so irregular (those students might have different fines, the fines could be created at different times, etc...) So, I can't really filter it.. But I have the excel file with those ID numbers. Is it possible to filter the results by uploading the file?

Regards,

Nadine Pavlov
Circulation Supervisor
Holman Library
(253) 833-9111 Ext. 2088

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