Jennifer Koerber: Record to the cloud, a recording
Jennifer Koerber: And so now if I make you the host
Jennifer Koerber: That's
Jennifer Koerber: Okay, so it's recording to the cloud.
Jennifer Koerber: You are now the host
Jennifer Koerber: So when you're done just end the meeting and everything else should happen the way it's supposed to.
Wendi Ackerman: I think that sounds simple enough. Thank you.
Jennifer Koerber: I'm actually I originally
Jennifer Koerber: So I've, I've started taking Tuesday's off because of some hours management, I have to do with regards to the how many hours I have left on this contract.
Jennifer Koerber: Oh yeah, but this is fine. So don't worry about it.
Jennifer Koerber: And
Jennifer Koerber: Originally I was supposed to have furniture being delivered today, but that got rescheduled Thursday. So I'm like, Okay, fine. Well, I can do other things.
Jennifer Koerber: Like this.
Wendi Ackerman: Are you going to lurk on our
Jennifer Koerber: I think I may lurk yes I'm a lawyer.
Jennifer Koerber: Because I could always use a brush up
Jennifer Koerber: And I will definitely learn a few new things because it's been a while so
Wendi Ackerman: We do have questions. Should I just try to keep an eye on the
Jennifer Koerber: Questions actually
Jennifer Koerber: Multitasking if if I'm lurking I'll totally help manage questions.
Jennifer Koerber: I'll be awesome. Yeah.
Jennifer Koerber: No, I can do that. Because I guarantee you, people will have them.
Jennifer Koerber: They probably know so. And usually what we usually say is that you can do it either in the chat or we do encourage folks to unmute and as well. Yeah, so, so feel free to suggest either those I can help with the chat, obviously.
Jennifer Koerber: And then
Jennifer Koerber: For
Jennifer Koerber: But you you tell folks, you know, wait until the end, or I'll wait until I asked for questions or or do it as I go. So that's up to you. That's your preference as a trader.
Wendi Ackerman: It probably makes sense to try and do it as I go. Because if I move on to a different section, it might be hard.
Jennifer Koerber: To keep track
Wendi Ackerman: Sure, I might have changed the way something looks and then I won't be able to answer the question. Sure. I'll try.
Jennifer Koerber: I'll try it. Try and do that, and it's like I said, if I I'll definitely be here. So, that's fine. So I'll help with that, especially since
Wendi Ackerman: Give me a zoom is not my
Jennifer Koerber: Your forte.
Wendi Ackerman: Is not
Jennifer Koerber: That's okay, you're, you're here to train on all the analytics.
Wendi Ackerman: At least we know that part.
Jennifer Koerber: Yeah, if we need to do a zoom training. I can do that at this point, um,
Wendi Ackerman: Can you see my phone, am I sharing my screen.
Jennifer Koerber: No, not yet.
Jennifer Koerber: So, oh,
Jennifer Koerber: Yes, I get to
Jennifer Koerber: Share. Yep, there you go.
Wendi Ackerman: Something as simple as clicking share. Well, I
Jennifer Koerber: Know, there are other I have been other platforms where it's a single click process. So it through me that it's a to click process as well. Right. You
Jennifer Koerber: Sharing your
Jennifer Koerber: Sharing, you're just sharing wearing know it zoom seems to ask for a lot of did you really mean to do that.
Jennifer Koerber: Kind of questions and it
Wendi Ackerman: Can be a good thing.
Jennifer Koerber: A bright, it's, you know, hey, better to ask that question, then, to share something you didn't actually intend to
Jennifer Koerber: Yeah. So, okay, I'm going to step off for just a minute but i'll be I'll be back in time at 11 but you're already recording, so feel free to just start. Okay, I'll be back. Okay. Yep.
Wendi Ackerman: Good morning, everybody. I just want to let you know the sound really is working. It's just quiet. I feel like I should be playing music or something.
The next minute
Wendi Ackerman: Good morning to everyone who's just joined us. I think this is most everyone, they'll probably be people, people will be signing in.
Wendi Ackerman: As they get to their computer so
Wendi Ackerman: Welcome to this class I'm Wendy Ackerman I am at upstate. If you have any questions about any of this at the end, feel free to email me
Wendi Ackerman: And before I forget if you have questions, feel free to ask this isn't a huge group. So feel free to unmute yourself and ask, or you can put it in the chat and Jennifer, who is also going to be she's going to help me keep track of the chat so. Either one is fine.
Wendi Ackerman: And if you have a question, I'll try to answer it before I move on, so that we don't lose the screen. We're looking at
Wendi Ackerman: We're going to be talking today about how to format your analysis in your ports, you're going to want to go and do it because it's very cool. It's like the coolest part of using the analytics.
Wendi Ackerman: So what we're going to be doing is we are going to manipulate tables by moving things around in Oracle drag and drop is magic. Like you can drag and drop all over the place and
Wendi Ackerman: It works really well. We're going to format numbers and add decimal places, create some table prompts on the fly.
Wendi Ackerman: We are going to add views and we're going to add charts. So if you're wondering how to add pie charts and bar charts and all that kind of thing to your reports we are going to do that also
Wendi Ackerman: So what I'm going to do is go through a few things at the end. A great there'll be a report that you can make a PDF of and you can see how to make beautiful PDFs and Oracle analytics.
Wendi Ackerman: For all my analytics. Who knew that it was a thing.
Wendi Ackerman: So I have a couple of reports I created the very basic just to use to go through some of the formatting options. So I am going to start out
Wendi Ackerman: Over here, we start with the fines and fees.
Wendi Ackerman: So I'm going to open it in Edit view these are in the training folder. If you want to look at them, they're very basic, you're welcome to use them. Or if you want to practice on these things later, just go ahead and make your own basic reports.
Wendi Ackerman: They are in the Sunni training folder in the if you go to all my community reports consortia and they come all the way down to Sunni and then a training, they are in this folder. So you're free to use my simple simple reports or make your own. So I am going to start with this one.
Wendi Ackerman: Oh, before I go too much further. I also want to do a quick review of the of the interface. So there are there are four tabs.
Wendi Ackerman: Up here, we're only going to be using today criteria and results. We're not going to do anything with prompts. We're not going to do anything with the advanced so we're just going to use these two
Wendi Ackerman: When you're in criteria. These are the things you're going to see, you're going to see this over here is where you add the columns. This is where they end up once you select them and at the bottom, you can see that whatever filters you've added to your search. I actually want to add
Wendi Ackerman: To my analyses. I want to add owning library name. So I've added them. And this is the one we're going to work with. So from here, we're going to go into the results criteria is where you create your reports. So I was thinking criteria, you're creating and then you go to results.
Wendi Ackerman: This is where you run the report and where you see this is where you run the report and see everything that you've all the changes you've made. So you're running it and you're actually looking at the reports will have already made changes.
Wendi Ackerman: I am going to save this to I. It's a good habit to get into. To save this to your local folders, because you make changes in the Sunni folder, you'll be making them for everyone.
Wendi Ackerman: So I'm going to save this in my own
Wendi Ackerman: To make sure it's there. Okay, so now we're going to go back and make changes I've already applied some magic here.
Wendi Ackerman: I'm going to go back. Pretend you're not seeing this part. This is advanced for later on. Okay.
Wendi Ackerman: This is a preview of things to come. Okay.
Wendi Ackerman: Alright, so now we're back in the results. And what you're seeing here is the side is the subject areas are still here. You can still add things to your report. From here you can still double click and it will add
Wendi Ackerman: I usually try to everything in the criteria tab, because it's easier to take things away and the criteria to have. It's not as easy if you add it to the results, champ.
Wendi Ackerman: And the other thing you have here is to Compound Layout and that is what the compound layout is exactly what you're going to see if you print your report. So what we're doing over here in the compound layout is we're actually building what it's going to look like.
Wendi Ackerman: So this is my very basic fines and fees reports, it's we have user ID, we have defined fee type, which is just last item and credit
Wendi Ackerman: And I looked it up. It turns out credits for us, means that you didn't really lose the book you run it back.
Wendi Ackerman: So we have lost iron replacement fees. We have credits. We have the original amount. The owning library name and the type of group, the user group that in the solar gain by the user group.
Wendi Ackerman: The first thing I want to do is take this original amount column and make a reflect that we are using, we are talking about currency.
Wendi Ackerman: So what we're going to do is we're going to add decimal places. And we're going to add dollar signs.
Wendi Ackerman: This is one of the unusual things that actually happens in the criteria tab most everything else we do is going to happen. The results. This one actually happens in the criteria tab. So we're going to get back there just for a minute.
Wendi Ackerman: The place you go to do this, it's going to be under original amount and the column properties.
Wendi Ackerman: So you can see here, you can do quite a few things here. What we want to do is change the data format.
Wendi Ackerman: So you're going to need to override it. Right now it's just saying it's a number, you have no decimal places.
Wendi Ackerman: So we're going to override that.
One way to try
Why am I read only.
That's very strange.
Wendi Ackerman: Well,
Wendi Ackerman: There we go. That should work.
Wendi Ackerman: For some reason, my report is not I'm going to delete this column and put it back and see if that helps.
Wendi Ackerman: Column properties data format. We're trying to override. Well, if this were working. I'm not sure why it isn't. I may have to go back and use the senior report, just in case.
Wendi Ackerman: That's what I'm going to do, I'm going to go back and make sure and forth to make sure that I'm in a report that I'm going to leave this with no changes.
Went to my folders.
I'm actually going to cheat and use the
Wendi Ackerman: I'm actually going to cheat and use the one I made of the Community folder, just to make sure, because I know for sure that one works, and I will go on to clean it back up. When we're down so that it's back to be too fresh so everybody go to concerts Shia
Sunni, which is up here.
And down to training.
Wendi Ackerman: And today, and we're going to edit this report.
Wendi Ackerman: Okay, so we're going to go back here to column properties data format.
Wendi Ackerman: I don't know what's happening.
Wendi Ackerman: This should be saying there should be a drop down list here that that let you know that you can change this to currency. You can give it a
Wendi Ackerman: You can add $1 $1 sign and you can in decimals. Let's see. For let me do this.
Wendi Ackerman: No.
Bartle: I think that you actually had it.
Wendi Ackerman: Open. Sorry. Oh really. Oh, you're right. I'm sorry. Look at me, I'm trying to make it more difficult.
Wendi Ackerman: Yeah.
Bartle: You click
Wendi Ackerman: You want to leave it in. Thank you. It's the easy stuff sometimes against me.
Wendi Ackerman: All this because people are listening to me talk. Okay so currency. Thank you for solving my problem.
Wendi Ackerman: Was probably killing everyone you all wanted to say, hey, this is what's wrong. Okay, so here we go. We added currency, you can say English and that automatically adds two decimal points if you just added $1 sign, you can still come down here and change it to dollar signs.
Wendi Ackerman: I also the there's other things you can do in here. I kind of like to make this we can go in and make it background colors like pink and green because it's money.
Wendi Ackerman: Oh, here, you're not seeing anything yet, but
Wendi Ackerman: When you go back to results. There they are. You can see your dollar amounts. You can see that you have decimal points. And if I and it looks like currency.
Wendi Ackerman: So now that we've got now that we've got that much. The. This is where the magic of dragging and dropping comes in. You can rearrange things all over the place in here for now I'm going to move this down there. Okay.
Wendi Ackerman: So all anywhere that you find when these little handles. You can drag it
Wendi Ackerman: You can drag it. So if we were to rearrange this I'm going to add back owning library.
Wendi Ackerman: There we go. So I like to arrange them so like from larger to smaller. So I put the library and the user group and then the individual user ID.
Wendi Ackerman: So what this does is it resorts. The other columns, you can go in and do it manually. So at resort it or whenever you move things around is going to resort you pretty much just can move columns around to wherever it is that you're happy with the report.
They just
Wendi Ackerman: They can move them back pretty cool. It's pretty easy. It's a lot easier if you move things around and criteria.
Wendi Ackerman: In your on the original tab. It's not going to take in results you can move things exactly where you want them and criteria.
Wendi Ackerman: It doesn't when you get the results Oracle is going to do whatever it thinks was the best way to arrange them.
Wendi Ackerman: So if you have them arranging criteria when you get to results you're going probably going to have to do it again so I might as well just wait rearrange your columns. When you get to the Results tab.
Wendi Ackerman: The other cool thing that you can do in here is you can drag up. So if we wanted to make a table prompt on the fly, you're going to grab a handle, and you're going to come up to table prompts.
Wendi Ackerman: And then you can pick which group. You want to look at individually.
Wendi Ackerman: So you can do this with any of these anything that has a handle, you can move it up, you can have to table prompts. If you really wanted to go crazy.
Sections.
Are going with us back down here.
Okay, right, go.
Wendi Ackerman: Oh, I see. So you really can move everything. It doesn't necessarily mean it's going to work well, but you can move anything
Wendi Ackerman: So there we go. So if you want to just look at just the credits, you can just look at credits if you just want to look at fees, you can just look at fees and you can still move things around wherever you want them.
Wendi Ackerman: The other magic that you can do with drag and drop and put this back here.
Wendi Ackerman: As you can create sections. So if you only wanted to look at one user group at a time. You can drag this up here.
Wendi Ackerman: Where it says sections and this is what it looked like we first got to the screen so you can look at the different users. So you can see faculty can see I ll our Professional courtesy our students. So we have them. You can do it, my group. If you want to see just one group.
Wendi Ackerman: Likewise, if you want to just see to find fi types you can put those in sections.
Wendi Ackerman: Sometimes it's hard to drag it right where you want it to go. There we go.
Wendi Ackerman: So that you can sort it by section. So now you've got credit up here and last item or placement fee at the bottom.
Wendi Ackerman: From here, you can't move. You can't. The one thing that doesn't drag is you can't drag this up here.
Wendi Ackerman: You can drag most everything else you can do a lot of dragging and dropping
Wendi Ackerman: So if I put these back. We're going to get it back to one big giant table.
Wendi Ackerman: So drag and drop is it does a lot, it's kind of, it's good to go in and just drag things around and see how it changes the way report looks
Wendi Ackerman: And you can change. You can make your table prompts, on the fly, and you can make your sections on the fly. You don't have to go into the prop tab to make the prompt, which is kind of nice.
Okay.
Wendi Ackerman: Okay, so let's add the section back. So we're going to go back to our sections, the sections really want totals. You can see all these things. But there's no total. So we're going to go in and add a total that happens in this one.
Wendi Ackerman: We're going to go into Edit view.
Wendi Ackerman: And this is what we're looking at earlier here. You drag and drop the same drag and drop works exactly the same down here, is it does appear in this in this pain.
Wendi Ackerman: You can do the same thing you could change it to a table prompt and you can see up here at changed. So it does the exact same thing.
Wendi Ackerman: What else you can do down here is this is where you see anywhere you see as some sign you can make a total. So I am going to make a total
Wendi Ackerman: Columns and measures and you can see a shorter right here.
Wendi Ackerman: And I am going to make one on fines and fees.
Wendi Ackerman: So you can see it's showing up here, an Oracle has gone in and change things around on me, but that's okay because we can go in and drag things around, put them where we want them afterwards.
Wendi Ackerman: The other interesting thing that you can do down here as you can see at the bottom there is an excluded section.
Wendi Ackerman: I'm going to move because we only have one we have two libraries here, but only one of them charges fines and fees. So this section is really not adding any value to my report. So I'm going to move this down here and exclude it
Wendi Ackerman: So I cleaned it up so report looks a little bit better now. So I think that's all we're going to do down here we have our some and we've excluded the library. So now you have to make sure you click done or won't remember anything you just did.
Wendi Ackerman: So now that we're back up here, we're like, well, it looks, it looks pretty good, but we can make it look better.
Wendi Ackerman: And whenever you change up here is going to also change it down through the whole thing.
Trying to get
Wendi Ackerman: There we go. So you really just need to keep moving things around until you like it.
Wendi Ackerman: This isn't my favorite. So I'm going to move this back. But the other thing you can do when you're in here as you can sort. So see how it's all, nothing is next to each other.
Wendi Ackerman: You can sort which cleans it up. So now you've got your, your last item replace Missy Sophie some totals up here you've got your credit subtotal and then you have your brand told bottom. This happened all the way down through for all of your analyses.
Wendi Ackerman: Which is which is looking much better so much better report now.
Wendi Ackerman: I think that that's pretty much all I was going to do with fines and fees. There is a cheat sheet that went out with the link to the zoom, which tells you where to go into find if you're looking for some it will tell you.
Wendi Ackerman: It will tell you the GC will tell you if you're looking for some go into the edit view.
Wendi Ackerman: It will tell you to come down here. So just look for the little some things and you can add you can add them to anything, you'll find that
Wendi Ackerman: Just because you can add them to every column doesn't mean you necessarily want you. But it's fun to play with. So just play with them and see what happens.
Okay, we're done.
Wendi Ackerman: Okay, we're gonna do more fun things now fines and fees aren't as much fun.
Wendi Ackerman: So I am going to go back to the catalog.
Wendi Ackerman: I have a circulation report. So most popular collection sample analysis.
Wendi Ackerman: So we're going to start here. I'm going to edit.
Wendi Ackerman: Way to save it in my folders.
Wendi Ackerman: So I don't have to go back and edit the one in the Sunni folder.
Wendi Ackerman: There we go. Okay, so now it's in my folders and we're going to go
Jennifer Koerber: Wendy
Jennifer Koerber: Yes, this Jennifer you shifted your screen to the right to get that done button. So you want to shift back to the left.
Not sure how
Wendi Ackerman: Is it my screen. Oh, wait. Maybe if I. Mine looks okay i'm not sure how to do now.
Jennifer Koerber: It's fine. Your, your back, basically. Yeah, you just need to scroll back to the left, really. Oh, that's right, yeah.
Jennifer Koerber: Oh really, yeah, it follows your it's following your cursor.
Wendi Ackerman: We see you don't see my whole screen I'm learning so many things. I wonder if I should minimize me
Wendi Ackerman: I'm afraid. Something bad might happen. Yeah.
Jennifer Koerber: Stick with it for now I'll you know I think
Wendi Ackerman: We're I think we're gonna go with it. Okay.
Wendi Ackerman: Thank you. So it's good that you're here. I would never have known. Okay, so we are into our
Wendi Ackerman: Most popular collections report. So these are the fields. I've added. We have two different libraries here. So the locations are your collections and
Wendi Ackerman: We are just looking at books. So I'm looking here at books, anything that's long more than 10 times is a lot in our world. We don't my library does not circulate a lot of books. Interestingly enough,
Wendi Ackerman: So I'm guessing in some of your libraries, these numbers will be much bigger and you will probably want to change this filter. If you use this report. So let's go into results.
Wendi Ackerman: And see how it looks. Okay, so you can see our report is not super huge, which is kind of funny.
Wendi Ackerman: So we have our children's library up here. The golf channel family resource center that is a basically like a children's library. So we have a lot of picture books young adult junior books. And down here you have your normal collections or book collection. Our reserves and all of that.
Wendi Ackerman: So here you can do the same thing. You can drag things around.
Wendi Ackerman: Wherever you want them. You can see it's changed this, but if you sort it puts it back. So don't feel like you have to move the columns to get the sort the way you want it just sort it
Wendi Ackerman: And it will do that for you. I just learned that yesterday, I was like, Oh, well, that was so easy. Why don't we think that before. The other thing if you want these cell values to repeat this over here, they repeated.
Wendi Ackerman: Some places you put it every piece. So if you want to do that without moving your columns, you can do that.
Wendi Ackerman: So we are going to this time view properties and in this very small box down here under roles row styling.
Wendi Ackerman: You can both enable alternate styling that's going to highlight every other row of the color and you can repeat yourself values if you don't want to call it, you can click Go. No, you can't.
Wendi Ackerman: But if you didn't want the colors you can always just make the color. You could just make it white that would also work.
Wendi Ackerman: I'm not going to choose a color I'm going to let it be the default color.
Wendi Ackerman: So here we go. So we've enabled our alternate styling. We for Peter sell values. And now you can see it looks kind of like the spreadsheets did back in the day with the green and whites, but we have all of our cell values filled in without having to drag around which is
Wendi Ackerman: Kind of good I kind of liked to have a cell veil useful depends on how expense on your Excel preferences. So if you want us to look more like Excel with all of your values filled in. That's the way you do it.
Wendi Ackerman: So the cool thing. We're going to make some charts. I like making charts.
Wendi Ackerman: So I'm going to create a chart for each library. So I'm going to move this up. So now we have a section for each library.
Wendi Ackerman: Okay, I'm also going to add totals in case we need them later.
Wendi Ackerman: I'm going to add totals.
Here.
Wendi Ackerman: Okay, so you can see our totals are here.
Now, we're done. So we're going to say done
Okay.
Wendi Ackerman: So the way that you add a chart is you're adding a view you can see down here, these views these views correspond to what you see in the in the layout paint over here. So you've got title.
Wendi Ackerman: And your titles appear and then you have table and it's referring to this one. So you can delete things out of here and they're not really gone it's still right here.
Wendi Ackerman: You can put it back by clicking this green arrow and it will come back. So it is not gone if you do delete it from here. However, it will be gone.
Wendi Ackerman: Which is not the end of the world because all you need to do is just go back and recreate it. But just remember if you delete it from here. You're going to have to put it back, you have to start from the beginning.
Wendi Ackerman: Okay, so we're going to create a new view.
Wendi Ackerman: And you can go into graph.
Wendi Ackerman: And I am going to pick a pie chart.
Wendi Ackerman: So Oracle has done the thing that it does where it just decides where it wants to put things so you kind of have to put them where you want them because this is not a super great chart.
Wendi Ackerman: So the things down here is where you tell it what you want in the pie charts and the slices and all that kind of thing. So we want Location Name to be a slice
Wendi Ackerman: So there we go, that looks much better.
Wendi Ackerman: We have. So we have our library name in the graph prompts still so you can pick
Wendi Ackerman: I think it's still rather it be in a section.
Wendi Ackerman: So now you should have both up here.
Wendi Ackerman: So you can see here's the one library. And here's the other library. So now we have our charts.
Wendi Ackerman: And we are done at the bottom or now so you click down to save everything you've just changed. It's like okay now your graph. You're wondering where it went.
Wendi Ackerman: Sometimes it will put it here, sometimes it won't. If it does not come back down to views in the bottom corner.
Wendi Ackerman: And click the plus and it comes back.
Wendi Ackerman: These you can drag. So we're going to move our pie up to the top. Okay, so now we're just looking at our pie charts. So there's other things that you can do with these
Wendi Ackerman: You can add data labels.
Wendi Ackerman: Which is also in
Wendi Ackerman: Graph property. So you're going to see titles and labels. Excuse me. So you can do a couple of good things here. This doesn't look clickable. But it is took me a while to figure out that's actually clickable. So you can say show data labels always
Wendi Ackerman: So that is going to make them show up. The other thing you can do is right now. This graph is titled loans in house and not in house which is the alma analytics way of saying this is how many times
Wendi Ackerman: This book has been loaned which isn't particularly user friendly for someone who is not in the library and not familiar with the on the terminology. So you can go in and you can retitle this you can retitle the graph. So I'm going to change the two
Wendi Ackerman: Most popular
Wendi Ackerman: collections are here. Most loaned Anything is better than loans in house.
Wendi Ackerman: And not in house because no one is going to know what that means but us most
Wendi Ackerman: Books just have something in there.
Wendi Ackerman: So now you can see you have your data labels and you have a better title up at the top, which is nice. You don't have to speak all not to know what those titles means
Wendi Ackerman: The other cool thing you can do up here in title is you can add a logo.
Wendi Ackerman: We're going to make a Pretty spiffy report here.
Wendi Ackerman: So we're going to add a logo.
Wendi Ackerman: Every once in while you're going to click in a second to be the place you really wanted
Wendi Ackerman: Haha. OK, so we are going to add a logo is happens up here. You're hearing click logo and it opens up, I've already uploaded an image. Once you uploaded it, it's going to show up in this custom image section along with people's children and kittens.
Wendi Ackerman: But if you scroll
Wendi Ackerman: You can find here we are. So this is my library. So now I'm going to add our logo to this report, and you can see down here. It's been added.
Wendi Ackerman: You can also do other things in here if you want to change the title. You can change the title, you can change. You can subtitle it in, you can add a URL if you like I am done. So now I am going to save that.
Wendi Ackerman: So now we have our logo. We have our
Wendi Ackerman: This data is pretty good. So I'm not going to change that.
Wendi Ackerman: We have our two
Wendi Ackerman: Pie charts and at the bottom. This is where the data came from for those charts.
Wendi Ackerman: So it's getting pretty close to looking like something we could print. So I'm going to give it a try.
Wendi Ackerman: So I go up here and say give me a PDF
And hopefully it will open.
Wendi Ackerman: Haha. So here's our report, let's not perfect. I mean, these could be lined up there probably settings in there to line these up.
Wendi Ackerman: I don't know where they are. I will find them. But for now, I'm not sure where they are, but for but you do have a pretty good looking report the reports actually look much better as PDFs and they actually do and all the analytics.
Wendi Ackerman: So you can see your title is here. Everything that you change your data labels and at the bottom are the charts that
Wendi Ackerman: Generated the data above
Now I can go back
I will be in good shape.
Wendi Ackerman: Well, you would think I didn't know how to use my Mac.
Wendi Ackerman: Screen Sharing thing is a mystery to me.
There we go.
Okay.
We are going to go
Bring all different
Wendi Ackerman: Oh my goodness, this doesn't happen when nothing's recording
All right.
Wendi Ackerman: Here we go. Okay. Then make a big again alright so rank here if you want to me if you want this report to not include your data, you can just delete this. And now you just felt when you do a PDF, you're only going to get what you see on the screen.
Wendi Ackerman: If you decide that the pie charts are great. Some people don't like pop tarts apparently pie charts are some people think that they are not a great way to look at things. I kind of like them myself. But if you wanted to do a different type of graph there are many more options.
Wendi Ackerman: You could do a bar chart.
Wendi Ackerman: Of course, it's going to do the same thing where it didn't put it where you want it. So down here, you can add
Wendi Ackerman: Location Name. If you drop it down here and very by color, you will get colors. Oh, I've lost my sections. I'm going to fix that.
Wendi Ackerman: I'm going to put library name in sections and they're back so you can see up here. I've got my fellow Santo section back and I have my like ASL section back
Wendi Ackerman: I think that's all we're going to do down here so done.
Wendi Ackerman: There we go. So you can see, oh, you can't see it because
Wendi Ackerman: You need to add it back.
Wendi Ackerman: There we go. So now you can see everything you created with your bar charts down here, things get confusing. After a while if you delete this you might look at this and say, How do I know which graph is which you can rename these. That's what this little
Wendi Ackerman: Rename view. So we can call this graph, we can call this the pie chart.
Wendi Ackerman: You can highlight this you can rename it
Wendi Ackerman: Instead of graph to
Wendi Ackerman: You can call it your bar chart.
Wendi Ackerman: There we go. So now you can see right away, which is which otherwise you just end up with graph one graph to
Wendi Ackerman: If you're trying out different views, it's helpful to label them because otherwise you'll have to put them back on the screen to see what they are. Every single time because after a while if you had a few a bunch of them down here you get so you don't remember which is which.
Wendi Ackerman: So we'll put something back over here.
There we go. So
Wendi Ackerman: There's a lot of different things you can do.
Wendi Ackerman: Does anybody have any questions.
Wendi Ackerman: No. Okay, good. Um,
Wendi Ackerman: The other thing you can do down here, which I just discovered is you can make a pivot table.
Wendi Ackerman: The pivot table is interesting because it's pretty much all it does. Down here is now you can drag things two columns and rows. So you can put them in both places. So we're going to move the library named columns.
Wendi Ackerman: And we're going to put the locations in the rows. Okay, so you can see what you did. This is what it looks like now.
Wendi Ackerman: Right click Done so it remembers.
Wendi Ackerman: This one all the way, because we don't need it. We're just going to look at the pivot table.
Wendi Ackerman: So you can drag and drop in here also you can drag and drop and do some kind of interesting things.
Wendi Ackerman: So you can move things from chart you can move things from rows two columns and columns to rose. It just depends on how you want your information to look so you really just contract just drag things around.
Wendi Ackerman: Actually book is not that helpful.
Wendi Ackerman: So I'm going to go ahead and exclude that one.
Wendi Ackerman: Material type. I'm going to exclude because they are all books. That's not really adding much to our analysis so done.
Wendi Ackerman: There we go, now we have one less thing to drag and drop
Wendi Ackerman: So you can just move things around.
Wendi Ackerman: And you never know what it's going to happen.
Wendi Ackerman: It's kind of interesting. So you can move things up two rows, you can make pivot tables, you can do anything you can you can make your
Wendi Ackerman: You can still do table prompts you can still do sections you just have more options because you can actually put things into the rose as well as into the columns. So if you need a pivot table. It's just a view, you're just going to go down to the corner and add another view.
Wendi Ackerman: The other thing that's interesting. Since we have extra time.
Wendi Ackerman: You can apply conditional formatting to a table, which is actually pretty simple to do. It sounds kind of advanced but it's actually quite easy. I'm not going to use the pivot table. To do that, I'm going to go back to my original basic table.
Wendi Ackerman: That just has the data.
And
Wendi Ackerman: So you can go back to your table that just has the data. So I'm going to move these around. So I like the better.
Going to
Wendi Ackerman: exclude the book again should ever unfortunately you do if you exclude, exclude so I'm going to exclude material type here that is only going to do it for this view, it is not going to do it for any of the other views every anytime you want to change something you have to do it.
Wendi Ackerman: You have to do it for each feel
Wendi Ackerman: Okay, so we're done. Okay, so now we have numbers, we can sort them.
Wendi Ackerman: larger to smaller
Wendi Ackerman: Okay, so center for both
Wendi Ackerman: So if you wanted to highlight the smaller numbers. If you wanted to see which loan which collections have really low numbers and you want to make that really obvious this is one of the other few things that you're going to do in the criteria tab. So we're going to go back to criteria.
Wendi Ackerman: And we are going to the thing, the place that you want it to be conditional is the column you go to. So in this case we want to make the number a different color depending on
Wendi Ackerman: The size of the number. So we're going to go back to column properties. We're going to come over here to conditional format.
Wendi Ackerman: And we're going to add a condition. So in this case, we're going to go with loans. So if you want to say you want to see all the loans. So you want to say loans are less than I'm going to say 50
Wendi Ackerman: So anytime alone is less than 50 we are going to make it a color. So we are going to say it is
Wendi Ackerman: Red because they're in danger because there are less than 50 of them.
Wendi Ackerman: So you can see right here it's showing you that the red is that's what color it will be
Wendi Ackerman: So if you want to make you could even make a. So if you wanted libraries to be more separate you can say if the library is equal to
Wendi Ackerman: So if we want the Children's Hospital to stand out, we can say we. It is the Children's Hospital, make it
Wendi Ackerman: Let's see if we can make it blue
Wendi Ackerman: So this is all happening up here in the font section and they say, okay, so you can see this condition you can keep adding conditions. So, and then we're going to say, okay, and of course you can see and criteria.
Wendi Ackerman: You have to go back to results.
Wendi Ackerman: And I can see, oh, I put it on the I put it on the number I meant to put it on this thing over here. So you have to be careful where you're adding your conditional formatting.
Wendi Ackerman: So if I wanted to go back and edit that I would go back to criteria.
Wendi Ackerman: And then I'm going to go back to column properties. They don't want this one here, I am going to do mean it.
Wendi Ackerman: I am going to add it to library name.
Wendi Ackerman: Which is where it should have been in the first place. So we're going to add a condition. So we're going to say library name is equal to
Wendi Ackerman: Dallas auto
Wendi Ackerman: And then we're going to give it a color. So we'll make it so I'll give it the blue.
Okay.
Wendi Ackerman: Alright, so now when we go into results.
Wendi Ackerman: Pretty good results. It didn't do what it was supposed to. Oh, there it is. It put it up here. So it's kind of, sometimes you just have to go in and play around and see where the thing happens.
Wendi Ackerman: It should have been. I could have made the collections five main collection equals, it would have been blue down here so we can bring it
Wendi Ackerman: And then it will look like. I managed to look, there we go. So now you can see that the gala Santos are blue. If you want to separate them out and see them. You can sort. So this earth, the top
Wendi Ackerman: Where you can sort. So at the bottom and you can see over here, the numbers under 50 are all in red.
Wendi Ackerman: And you could just start to your heart's content, until you have a report and it looks the way you want it to look. And you can always go back and remove the formatting. If you don't like what you've done. You just have to go back to the criteria tab and everything is right there.
Wendi Ackerman: Hopefully I didn't go too fast when I did this at home. It took an hour, but
Wendi Ackerman: Those are kind of the basics. I was going to show you really the big takeaways here are really just go in and drag and drop and just move things around experiment, create a simple report and just see what you can do with it. Go in and create views, move them around.
Wendi Ackerman: Just can you just kind of got to play with it and just put things on your put things on your in your Compound Layout and you can go in, you can do other
Wendi Ackerman: If you use few properties. This is where you can go in and change your graph you can change. You can change all kinds of things is where you do your, your labels.
Wendi Ackerman: Your style. You can change the background colors you can change border colors. There are many, many things you can do.
Wendi Ackerman: So just go in and play with them.
Wendi Ackerman: And this one. If you remember the pencil is the thing that opens up the layout of where these things are going to where the data is going to be in your analysis.
Wendi Ackerman: So when and move things around out here and you can see you can see where you can just go in and see what happens. It's really, that's kind of how I figured it out. Just kind of I playing with it.
Wendi Ackerman: If you can find what you need. Just go into the check the cheat sheet that we sent out
Wendi Ackerman: Jennifer, put it in the chat that's helpful. So the chichi gives you all the basics of the things that are, you're, you're more likely to use. So I try to use the things that were most common that I put on there so you can see which icon gives you which options.
Wendi Ackerman: If you have any questions you can always email me.
Wendi Ackerman: If you can't find something. I think the one thing I'm still trying to figure out just to show that it's not
Wendi Ackerman: It's not super simple and it can be a challenge is, I CANNOT FIGURE OUT FOR THE LIFE me how to sort so that these bars with the larger one on the bottom. I'm going to figure this out. But I haven't yet. So it's really a lot of trial and error.
Wendi Ackerman: And that's really the best way to learn how to do it is with the trial and error and just go in and just see what you can do with it.
Wendi Ackerman: You can rearrange these also if you work creating or you can leave them. You can move them around. It's really just how you want your report to look in the end.
Wendi Ackerman: And whatever you see in the screen is what you're going to see when you make a PDF or if you make a PowerPoint.
Wendi Ackerman: Those were my examples. Is there anything that I didn't cover that you're trying to do and you have not been able to do
I guess.
Wendi Ackerman: So those are the it's really not difficult. It just
Wendi Ackerman: Once you figure out the criteria screen. Really all you're going to format up here, you're going to it as the column properties.
Wendi Ackerman: The other things do not really change how it looks and in results.
Wendi Ackerman: You just need to use the pencils and a little boxes and down here to add and subtract views like those are really the basics. So just go in and play with it and I think
Wendi Ackerman: We're pretty efficient. And we're done. I think in 45 minutes
Wendi Ackerman: Jennifer. Is there anything that you
Wendi Ackerman: Wanted me to go over that I might have overlooked.
Jennifer Koerber: Nothing that immediately comes to mind.
Wendi Ackerman: For anything I did too fast, that we did.
Jennifer Koerber: I say it. Would anyone like Wendy to go back over something that she covered or she said did. Was there anything in particular, you've been trying to do and not quite being able to or
Jennifer Koerber: The way you'd like your report to look but aren't sure how to make it happen that way. We do have some extra time. So, and now would be a great time to ask
Jennifer Koerber: And you can either again put it in the chat or unmute and go ahead and ask
Wendi Ackerman: I can't think of any other tips or tricks off the top of my head.
Wendi Ackerman: I guess everybody good
Jennifer Koerber: Guess we're all said, Okay, very cool. Well, thank you everyone for coming.
Wendi Ackerman: Yes, thank you very much. If you have any questions, just send me an email.