[Wactclc-alma] Analytics dashboard question

[Paula Laine]

Here are my trial-and-error notes about editing canned dashboards and reports:

Editing canned dashboards and reports
1. Acquisitions dashboard in both >ALMA folder and >BELLEVUE folder
                Shared folders>Alma>Acquisitions>Dashboards>Acquisitions dashboard
                Shared folders>Bellevue (Community) College> Dashboards>Acquisitions dashboard
2. Both dashboards appear to be identical.
3. The only dashboard I can make changes to is the one in the Bellevue folder.
4. Create a working copy of the BVUE ACQ dashboard folder and paste back into the Bellevue college shared folder. This is the dashboard to mess around with.
5. Find the report that needs to be edited.
                reporting code tab on acq dashbd: EXPENDITURES PER REPORTING CODE
                go to edit mode. In column 2 see expenditure per reporting code. that is the display area for the report.
6. Click on the tiny xyz button (properties) and select edit analysis
7. Add 2nd and 3rd reporting code. it will run and return the correct results.
8. Tried to save, but: access denied for user to path /shared/Alma/Acquisitions/Reports/Expenditure Per Reporting Code.
9. The dashboard is in the BELLEVUE folder, but the report data is still coming from the ALMA folder and can  not be edited.
10. Go to Shared Folders>ALMA>Acquisitions>Reports.
11. Copy report "Expenditure per reporting code" ; paste into Shared folders>Bellevue>Reports>Acquisitions>Fund expenditures (folder created by me- not XL)
12. Edit, test run, and save report.
13. Edit dashboard copy to delete old ""Expenditure per reporting code" (From ALMA) . Add new ""Expenditure per reporting code (from BVUE). Preview and then save dashboard.
14. I assume you could do the same thing on the "real" dashboard that was copied from but I don't use multiple reporting codes so I'm not going to do it.

Conclusion: Dashboards and Reports can be copied from ALMA to BVUE folder, edited, etc. I dont have a BVUE folder with the dashboard reports in it such as the one Wade mentioned (I don't have a folder like Skagit Valley College/Acquisitions/Reports.) so all my canned data is coming from the ALMA folder and needs to be copied and pasted into BVUE for editing.



From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Guidry, Wade
Sent: Monday, October 30, 2017 10:30 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Analytics dashboard question

Yes, in general, you can edit the analytics reports used as dashboards in Alma.

In Alma, under: Analytics / Configuration menu / Analytics Object list, you can see the various reports configured as Type Dashboard, that appear on that Analytics pulldown menu in Alma.

By editing a particular dashboard, you can view where the dashboard contents are coming from in Design Analytics.

In this Skagit case, it's:

Skagit Valley College/Acquisitions/Dashboards/Acquisitions Dashboard

The Acquisitions Dashboard itself is a folder that contains multiple dashboards, each of which consist of multiple reports.

The reports are in:

Skagit Valley College/Acquisitions/Reports

I believe editing Expenditure per Reporting Code is where you would want to start, and either replace reporting code with secondary reporting code, or add the secondary reporting code as an addition.

I could also do a Zoom session with you to take a look at this. It might take some trial and error.










Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474


From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Elena Bianco
Sent: Friday, October 27, 2017 2:43 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Analytics dashboard question


Has anyone edited one of the existing dashboards in Analytics? I'd like to change the Acquisitions Dashboard Reporting Codes tab to display the secondary reporting codes, as well as the primary one. Can I do that? This was one of the original dashboards that came with our analytics, and I'm not sure if we have permissions to edit it. I sure can't see a way to...





Elena Bianco, Technical Services Librarian

Norwood Cole Library, Skagit Valley College

2405 E. College Way

Mount Vernon, WA 98273

(360) 416-7624


Google can bring you back 100,000 answers; a librarian can bring you back the right one. -- Neil Gaiman
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20171103/bdb47c5e/attachment.html>