[Wactclc-alma] Create the report based on Excel file
Guidry, Wade
WadeG at bigbend.edu
Tue Aug 8 08:18:33 PDT 2017
Nadine, could you send me that list of student IDs you have?
I might be able to set up a quick example in analytics for you.
Wade Guidry - wadeg at bigbend.edu
Library Consortium Services Manager
Washington Community & Technical Colleges Library Consortium (WACTCLC)
509.760.4474
________________________________________
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> on behalf of Nadine Pavlov <NPavlov at greenriver.edu>
Sent: Monday, August 7, 2017 6:19 PM
To: wactclc-alma at lists.ctc.edu
Subject: Re: [Wactclc-alma] Create the report based on Excel file
Thank you much!
Shellie, thanks for the file! This is what I was looking for. I am trying to do it but not successful yet... Will play with it more. if not, then I will do what Paula suggested - export the report to Excel and will use Access to match the IDs.
Paula, thanks for the suggestions! Yes, I will need to do a batch at once. It is so many IDs I will need to check. So, I will probably go with Access... But I will keep the "prompt" idea for the other reports :-)
Thanks,
Nadine
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Today's Topics:
1. Create the report based on Excel file? (Nadine Pavlov)
2. Re: Create the report based on Excel file? (Paula Laine)
3. Re: Create the report based on Excel file? (Whittaker, Shellie)
4. Re: Create the report based on Excel file? (Paula Laine)
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Message: 1
Date: Thu, 3 Aug 2017 21:35:24 +0000
From: Nadine Pavlov <NPavlov at greenriver.edu>
To: "wactclc-alma at lists.ctc.edu" <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Create the report based on Excel file?
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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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Message: 2
Date: Thu, 3 Aug 2017 22:24:11 +0000
From: Paula Laine <plaine at bellevuecollege.edu>
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Create the report based on Excel file?
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I just tried this, and it worked. Create a column prompt on the Primary Identifier field. (Be sure to have the "user input" set to text.) Save the query again. You won't see the prompt if you click the "results" button, you have to close the query and "open" it. Then you will get your prompt where you can enter the patron ID and see what &why they owe.
Is this what you are trying to do? If you don't want to do it one-by one I don't know how (or if) you can link an external table of IDs to ALMA. We could do it with VGER easily enough.
Paula Laine
Bellevue College
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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Message: 3
Date: Thu, 3 Aug 2017 22:28:04 +0000
From: "Whittaker, Shellie" <ShellieW at bigbend.edu>
To: "WACTCLC Alma Discussion (wactclc-alma at lists.ctc.edu)"
<wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Create the report based on Excel file?
Message-ID: <7132612e4c6f4fb3a985a4874a9e9284 at Exch2013-01.bigbend.edu>
Content-Type: text/plain; charset="us-ascii"
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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Message: 4
Date: Thu, 3 Aug 2017 22:28:52 +0000
From: Paula Laine <plaine at bellevuecollege.edu>
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Create the report based on Excel file?
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Another thought. I see you want to do a batch at once. I think in that case I would export the patrons w/ fines-fees records to Excel and then use Access to match the ID fields from the specific patron list you have to the ALMA list of patrons who owe fines and fees.
Paula
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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