Video plans

This chapter only contains the "sketched" outlines and a link to the embedded video for each of the video tutorials.

The new interface has been available since October 2020.

Chapter — Introducing Ex Libris Analytics

Video — Starting Analytics

  • Old Interface Version — WPpWxWPQoLw

  • Old repo — aapl-video/videos/starting_design_analytics.mp4

  • New Interface Version — 6Bywwd0r6KA

  • New repo — aapl-video/videos/starting_design_analytics_v2.mp4

  • Start at the Alma Main Screen

  • Show where we can start, in the menus, 'Design Analytics' from.

  • Startup 'Design Analytics'

  • Navigate around the screen identifying components:

    • Search boxes

    • Help menu - Show interaction with the help systems

    • Login information, settings/profile

  • The create menu

  • Favourites/Bookmarks

  • Catalog, filesystem type interface to storage and retrieval

Video — Creating an Analysis

  • Old Interface Version — l_2eoFoJnpc

  • Old repo — aapl-video/videos/creating_an_analysis.mp4

  • New Interface Version — _HSofzTxJiQ

  • New repo — aapl-video/videos/creating_an_analysis_v2.mp4

  • Screen Components

    • Subject Area

    • Catalog

    • Selected Columns

    • Filters panel

  • Navigation of Subject Area

  • Drag and Drop

  • Double Click

  • Add a few columns to Selected Columns

    • # of requests, Material Type, Author, Title, Request Type, Request Status

  • Show data by using the Results panel

    • Busy, retrieving data indicators, how to cancel a long-running query

  • Show the results

Video — Saving and Retrieving

  • Old Interface Version — o6DAuAQGAtg

  • Old repo — aapl-video/videos/save_and_retrieve.mp4

  • New Interface Version — 7EHt9K7pEgE

  • New repo — aapl-video/videos/save_and_retrieve_v2.mp4

  • How to save

    • the floppy disc icons

    • Save and Save As

  • My Folders and Shared Folders

  • New Folder icon and usage

  • Naming

  • Further Description

  • Note the Report Title change when saving

  • Save button and Save again button usage

  • Show restart of Analytics and loading of analysis from the catalog by clicking on Edit

Video — Adding a Filter

  • Old Interface Version — vqo9Vhqe1qI

  • Old repo — aapl-video/videos/creating_a_filter.mp4

  • New Interface Version — gRkiR8pnLg4

  • New repo — aapl-video/videos/creating_a_filter_v2.mp4

  • Using Requests Report 1

  • Show the large size of the data set.

  • Show Filters as a means of reducing the data set returned

    • Filter on Request Type Description

    • By selecting Filter from the Column menu

    • Or use the +funnel icon to add a filter from the columns already in the report

    • or from the available subject area

  • Show the definition panel

    • Show using the Operator drop down

    • Show selection of values to filter by

  • Show effects by going back to Results tab

  • Show how busy is being indicated

  • Show how it has been restricted to Physical Item Request

  • Show saving work again.

Video — Sorting Columns

  • Old Interface Version — gew8iGR9EPw

  • Old repo — aapl-video/videos/sorting.mp4

  • New Interface Version — 0tOVRhsV3O4

  • New repo — aapl-video/videos/sorting_v2.mp4

  • In an Analysis we are going to want to sort data

  • Want items with the highest number of requests at the top

  • Show the sort facilities available

  • The order of multicolumn sorts

  • Show the results in the results tab

  • Show sorts being applied interactively from the Results tab.

Video — Adding a prompt

  • Old Interface Version — rWl2bEeSJy4

  • Old repo — aapl-video/videos/create_prompt.mp4

  • New Interface Version — 8yvJQfxjlZ0

  • New repo — aapl-video/videos/create_prompt_v2.mp4

  • A mechanism for providing a parameter at run time that an analysis will use

  • Prompts tab

  • Add a prompt on a column

  • Show dialogue

  • Label/Name and further description

  • Operator

  • User Input mechanism/method

  • Consider the definition and Display panels

  • Show that nothing changed in the Results tab

  • Show run as preview/Specs, provide the value, show the results.

Video — Simple Dashboard Population

  • Old Interface Version — AzERqoBpMvc

  • Old repo — aapl-video/videos/first_dashboard.mp4

  • New Interface Version — _sDBRbG0WOs

  • New repo — aapl-video/videos/first_dashboard_v2.mp4

  • Show the Default Dashboard has no content

  • Add Content

  • Show the blank Canvas/Drop contents here

  • Explain dashboard objects

  • Get a simple report from the catalog into the dashboard using drag and drop

  • Get another as a dashboard can contain multiple analyses

  • Save and Preview

  • Show the dashboard with the two displayed components

  • Show how the default dashboard is now what you see when entering Alma Analytics

Chapter — Using Analytics — P1

Video — Analytics Object List

  • Old Interface Version — AzERqoBpMvc

  • Old repo — aapl-video/videos/analytics_object_list_editor.mp4

  • New Interface Version — S30cG08YTJw

  • New repo — aapl-video/videos/analytics_object_list_editor_v2.mp4

  • Find and Start the Object list editor

  • Describe the Object List Editor interface components

  • Add a New Alma Analytics Object List

  • Red stars for required items, title, description, catalog folder location, analytics report name

  • Type of widget or scheduled report

  • Add the roles allowed to access the analysis via the analytics object

  • Remember to save the object

  • Show the new object in the Analytics Configuration and Subscription list of objects

Chapter — Using Analytics — P2

Video — Introduction to using the Catalog

  • Old Interface Version — kp0xSc5NHxY

  • Old repo — aapl-video/videos/catalog_introduction.mp4

  • New Interface Version — vzjGTxGt1Fg

  • New repo — aapl-video/videos/catalog_introduction_v2.mp4

  • Start at the Main Analytics Screen

  • Click Catalog to start

    • You will return to place where you were last using the catalogue

  • Screen structure

    • Folders

    • Available Tasks

    • Preview Pane

  • New button to create objects

  • Copy and Paste of Analytics objects

    • Show copy operation between two different folders, mention paste to shared folders

  • Shared Folders

    • Alma

    • Community

    • Leganto

    • University of ???, Institutional Shared Area

Video — Permissions and Shared Folders

  • Old Interface Version — lwEB7Rn2Vao

  • Old repo — aapl-video/videos/shared_area_perms.mp4

  • New Interface Version — https://youtu.be/KsXCEVz-aYQ [KsXCEVz-aYQ ]

  • New repo — aapl-video/videos/shared_area_perms_v2.mp4

  • Consider interactions when shared folders are being used.

  • Set up a folder containing a folder in a shared area

  • Show permissions dialogue for an object

  • Show removal of delete and write permissions

  • Same principles apply to work being deposited into the community area.

Video — Adding a widget to the Alma Main screen

  • Old Interface Version — I5NpCDAI5TA

  • Old repo — aapl-video/videos/adding_widget_main_screen.mp4

  • New Interface Version — BV8T6Hpw96I

  • New repo — aapl-video/videos/adding_widget_main_screen_v2.mp4

  • Create Alma Analytics Widget Object encapsulating the analysis r_graph

  • Show the dialogue, name, adding roles, selecting the analysis and saving the object.

  • Show it being added to the main screen and the ability to rearrange the location of widgets on the screen.

Video — Adding a dashboard to the Analytics Menu

  • Old Interface Version — MEhPlIap81U

  • Old repo — aapl-video/videos/adding_db_analytics_menu.mp4

  • New Interface Version — GejYM8djkZU

  • New repo — aapl-video/videos/adding_db_analytics_menu_v2.mp4

  • Show the Analytics Menu from the top

  • We want a user without Design Analytics roles to be able to view a dashboard

  • Open up the SDTester dashboard to show what we want to add to the Analytics Menu

  • Back to Main Screen

  • Open the Analytics Object Editor

  • Add a new Alma Analytics Object, called AAPL Training - Dashboard

  • Show the Location Folder Name and choose the SDTester name from the drop down

  • Name the Object

  • Add the roles that can use the dashboard

  • Save and go back to main screen

  • Open up the Analytics Menu, show it contains the new dashboard object and can be viewed

  • Can only have access to Edit the dashboard as I had to add the Design Analytics roles (as it’s the only one I have).

Video — Scheduled Reporting by email

  • Old Interface Version — sFHsmU_wQeY

  • Old repo — aapl-video/videos/schedule_rep_by_email.mp4

  • New Interface Version — OttFuphSGX4

  • New repo — aapl-video/videos/schedule_rep_by_email_v2.mp4

  • Open up the Analytics Object Editor

  • Show the two previously defined objects we are interested in

    • AAPL Training - Active Requests Counter

    • AAPL Training - SD

  • Take a look at the definition for Active Request Counter

  • Describe what is being seen on the screen

  • Do the same for Test dashboard

  • Email Notifications for a System Administrator.

  • Show the emails being received in my Gmail account

Chapter — Understanding your Analytics data

Video — Two Subject Area Reporting

  • Old Interface Version — R9JW3k90tnU

  • Old repo — aapl-video/videos/TwoSubjectAreas.mp4

  • New Interface Version — yuTjiE6t87g

  • New repo — aapl-video/videos/TwoSubjectAreas_v2.mp4

  • Start at the Analytics Editor main screen

  • Considering a theoretical report in E-Inventory and Physical Items

  • Start with create new analysis in E-Inventory

    • Portfolio Library Unit - Library Name

    • Bib Details - Suppressed from Discovery Field

    • Measure - Number of portfolios in Repository

  • Show the results tab, so we can see what the data looks like

  • Go back to the criteria tab to

    • Add another subject Area i.e. Physical Items

    • Add a measure Num of Items in Repository

  • Show the effect in the results tab

  • Return to the criteria tab for more work

  • We can have as many measures as we like in the report

  • Add some measures and look at the results again

  • Reiterate the importance of only using shared dimensions

  • Show the effect of adding a dimension that is not shared

    • Electronic Collection Level URL

  • While in the results double click on that non-shared dimension/description data field, so that the effect can be seen immediately.

  • Show how that the data from Physical Items is no longer properly present in the report.

  • Show the data is again shown in the report after the non-shared dimension is removed.

  • Add another non shared dimension from Physical Items, somethin from PO Line.

  • Show that this time the Physical Items data measures remain but the E-Inventory measures have disappeared

Video — An analysis using set operations in two subject areas

  • Old Interface Version — 1Rx57hLpcCY

  • Old repo — aapl-video/videos/WorkingWithSets.mp4

  • New Interface Version — Y06HDibs6wA

  • New repo — aapl-video/videos/WorkingWithSets_v2.mp4

  • Starting from analytics editor in main screen

  • From the Catalogue Shared Area 'AAPL Training'/data/set1 and set2

  • Looking at Set1 Analysis.

    • Show construction in the criteria tab, E-Inventory, Normalize Title, Author begins with and number of portfolios > 0 - Col Sections and the filters.

  • Show the results tab again, showing two row result

  • Go back to the catalogue and consider Set2 from the same folder location

  • This is in Physical Items, show Criteria

    • Column is Normalized title, show the filters on Author and Num Items

  • Explain set combinations required

  • Return to analysis Set1, criteria tab

  • Set up the Union and show the results for Union

  • Show results for the Intersection

  • Show the results for the minus set operation

Chapter — Analyses in more depth

Video — Exploring the requests data

  • Old Interface Version — zIuxASMVOaU

  • Old repo — aapl-video/videos/exploring_the_requests_data.mp4

  • New Interface Version — tdoag39zQvQ

  • New repo — aapl-video/videos/exploring_the_requests_data_v2.mp4

  • In the interests of working with high demand reporting we are exploring the data available for Requests

  • Consider Requests_Analysis_1 from the folder AAPL Training/indepth

  • Consider the results tab

  • Exploring the range of data for Average time to available by sorting

  • Adding a view for Performance Tile

    • Gives an idea of the number of requests

  • Performance tile properties to not use abbreviated figure

  • Then in criteria to establish filter on Active Request Flag = Yes

  • Show effect in Results tab

  • Back in criteria remove the filter

  • Then back to results

  • Data exploring using selection steps in the results screen

  • Try to keep only specific members with YES on request flag

  • Show results

  • Show the selection steps view

  • Show the equivalent tile for filters as well

  • Add a filter in the criteria tabs on active requests = yes

  • Show results tab screen.

  • These two view allow somebody using your analysis to see at a glance the assumptions (filters and selection steps) for the data shown.

  • Show clearing of the selection steps by remove all steps, from right-clicking to get the column menu.

  • Discuss whether selection steps in this context are of much use.

  • Show the LOGICAL SQL Standard tile

    • Explain its use

  • Show removing the logical SQL tile

Video — High Demand on Physical Items

  • Old Interface Version — IC-GJL601zI

  • Old repo — aapl-video/videos/high_demand_physical_items.mp4

  • New Interface Version — Z_V_4NM7Yiw

  • New repo — aapl-video/videos/high_demand_physical_items_v2.mp4

  • Investigating Physical Items in High Demand

  • Open up Physical_Items_1 from the folder AAPL Training/indepth

  • Explain Columns from the criteria tab

    • Num of Requests is a computed value, possibly held in Alma, maybe computed at ETL.

  • Show the Filter on Num Requests > 0, only interested in PI that have had at least one Request.

  • Consider the Results tab

    • That the Num Of Requests (Physical Items) is a historical measure so not much use for items currently in high demand.

  • Need some data from the Requests subject area, a multi subject area report.

  • Add the Requests SA to the report in criteria

  • Need num requests

  • Show in results tab, explain need to filter physical item requests

  • Try Filter on Request Type = Physical Item Request, fails, using a data column that is not a measure or a shared dimension

  • So, back to criteria tab and remove Request Type Description, the back to results tab

  • Then back to Criteria to set up a filter in a different mechanism

  • For num of requests menu drop-down select edit formula, so we can apply a filter just in the requests SA

  • Double click select of Request Type to be Patron Physical Only

  • Also filter active requests only

  • Edit the formula add another filter on Active Request Flag from request detail to be Yes

  • Show custom heading

  • Now filter on our edited column formula to select active requests > 0

  • Now we want the requests per copy ratio

  • Create our new column Req/Copy

  • Set the data format to add a couple decimal places

  • Show the results, show how columns can be sorted.

  • Create a filter on Req/Copy

  • So, now a plausible looking HIGH demand report

Video — Date Functions and Prompts

  • Old Interface Version — rlU5-MtWJLA

  • Old repo — aapl-video/videos/date_prompts.mp4

  • New Interface Version — _N7W34036gw

  • New repo — aapl-video/videos/date_prompts_v2.mp4

  • Load for edit, the analysis date_prompt_explore, from AAPL Training/indepth

  • In Fulfilment, check out the results

    • Describe the Title pane fields, the dates and times

    • Explain in detail the filter on Loan Date, using the timestampadd function, explaining the parameters.

    • Explain the columns

      • Dayname - How is this defined

      • Loan length - difference between the loan date and return date

  • Switch to criteria tab

    • Explain TS Now column using edit formula, CURRENT_TIMESTAMP as a predefined variable (NOT a function)

    • Explain DAYNAME

    • Show availability of date functions

    • Explain Loan length, timestampdiff

  • explain variables and default values in the filter function

  • Switch to Prompts tab

    • Explain assignment of values to variables using the mechanism of prompts

    • Show how to provide default values in the definition of the prompts.

  • Switch back to results

    • Show how the title is correctly updated at run time by editing the title pane and explaining the contents.

  • Finish saying we have seen how to use some date data, some date manipulation with some available date functions, and have shown how to use some date information in prompts and in title formatting.

Video — Totals and subtotals

  • Old Interface Version — GdOzO7nEkOs

  • Old repo — aapl-video/videos/total_and_sub.mp4

  • New Interface Version — c_Z7YD4VZMk

  • New repo — aapl-video/videos/total_and_sub_v2.mp4

  • Open date_prompt_explore as previously, open up for edit

  • Look at results tab, explain the requirement for totals

  • Remove barcode column to reduce the number of lines of data in the report.

  • Edit the table pane

    • Add a subtotal on Dayname.

    • Use the summation symbol to add a total after the data

    • Show how to add an aggregation rule for the loan length column

    • Add a subtotal for dayname

    • Click done to see the full result.

Video — High demand reporting with date prompts and totals

  • Old Interface Version — KPJZRagCRkc

  • Old repo — aapl-video/videos/hdr_with_dates_and_totals.mp4

  • New Interface Version — XOeMFouYdiQ

  • New repo — aapl-video/videos/hdr_with_dates_and_totals_v2.mp4

  • Load High Demand Reporting from the indepth folder

  • Open for edit

  • Adding date prompts and totals

  • Consider the results page

  • Consider the title page

    • URL to LOGO, possible in old version but not currently in new version, some interaction with Ex Libris may be needed to either allow this again or to have some logo secured on their servers.

    • Subtitle using defined variables

    • Start date and time

    • Help URL can be added, show how it’s done.

    • Click Done, return to Results page

  • Look at the totals setup by using edit view from the results screen and discuss what is going on.

  • In Criteria consider the definition of Active PI Req. and consider how it is put together

  • Explain the issue with using the Active PI Req in other column definitions, they must all be edited. Would like to know of a better approach? *Look at prompt definitions for end date and similarly for the end date definition

  • Use the preview to see how it looks when run

Video — Adding a visualization

  • Old Interface Version — MS1IV5mZF9M

  • Old repo — aapl-video/videos/hdr_with_vis.mp4

  • New Interface Version — LvwqJ4lU-bs

  • New repo — aapl-video/videos/hdr_with_vis_v2.mp4

*Load up the results panel of the high demand reporting analysis from AAPL Training/indepth * Show New View → Best Visualization in operation. A recommendation. Show adding of the pivot table, a summary of available data Edit the View, Exclude the permanent call number, author, mms id, title to see the effect Add totals to the summary now, add total after Click Done to keep the view * Now add in a graph, a pie chart * Edit the view, exclude MMS ID, title, author, permanent call number * Add material type to slices to see the effect. * Exploration is required to ensure a visualization is required, comprehensible and relevant

Video — Introduction to Bins

  • Old Interface Version — zkCQHIiKing

  • Old repo — aapl-video/videos/bins_intro.mp4

  • New Interface Version — fmjNjNmLFQA

  • New repo — aapl-video/videos/bins_intro_v2.mp4

  • Consider the report perm_call_Number with PCN and No of Items

  • consider the results

  • Thinking on reporting on permanent call numbers

  • Create bin in criteria by edit formula → bins

  • And show adding bin

  • Add more bins, discuss what is going on.

  • Add All Souls Music, All Souls Science and All Souls Science Periodicals

  • Show the significance of ordering in bin construction using pattern matching/wildcards

  • Show it’s just SQL underneath and custom SQL can be provided directly

Video — Adding Interactions

  • Old Interface Version — _cozopuPZe4

  • Old repo — aapl-video/videos/interact.mp4

  • New Interface Version — JpB9CXYnlLw

  • New repo — aapl-video/videos/interact_v2.mp4

  • Consider again the High Demand Reporting Analysis

  • How to add aspects of interactivity

  • Consider the MMS ID, columns properties and interactions

  • Edit Action Link and Edit Action

  • Show the link and the definitions of variables

  • Show the fulfilment history, another analysis link definition

  • Show adding a new interaction

  • Consider the results

  • Show preview on dashboard

  • Show how the links operate and pass parameter of MMS ID

  • Show how fulf_search works.Showremoving the prompt means the search is executed without prompting.

Video — Creating and Using KPIs and Watchlists

  • Old Interface Version — AF7jl_2JBdw

  • Old repo — aapl-video/videos/kpi_watchlist.mp4

  • Do not appear to be supported since the October 2020 release. Only kept as a historical reference. Perhaps this will change.

  • Show the definitions of KPIs that are located in the reusable folder

  • Go through the pipeline

    • General Properties

    • Dimensions for display

    • States definitions for the traffic lights

    • Related Docs

    • Custom Attributes

  • Using preview/open to see how the KPI looks

  • Create a watch list and display on a dashboard

Chapter — Working with dashboards

Video — Dashboard Layout

  • Old Interface Version — G2GQhiOVJHc

  • Old repo — aapl-video/videos/dashboard_layout.mp4

  • New Interface Version — OUJKnL05LUY

  • New repo — aapl-video/videos/dashboard_layout_v2.mp4

  • Start with a new dashboard

  • Location folder and name, add content must be provided first rather than when first saving

  • Describe the Dashboard Layout Editor

  • Add a dashboard page

  • Dashboard Properties Editor

    • Page naming and ordering

  • Add content analyses from the Catalog pane

  • Add basic 1, save dashboard, edit basic 1

  • Show the contents and results for basic 1

  • use the breadcrumbs to return

  • Show preview for dashboard

  • Show Run for the dashboard

  • Return to edit using dashboard

  • Add further content to page 1

  • Add in basic 2 and basic 3

  • Save and Run again to see effect and results

  • Show and demo text dashboard object, edit properties and add some text.

    • Show the effect with preview

    • Show adding the folder object, edit properties

  • Show loading of an object using the folder mechanism

  • Show adding an action link

  • Say that embedded content and images no longer appear to work since the October 2020 upgrade and some investigation with Ex Libris may be needed.

  • Back to the editor

Video — Conditional Display of Content on Dashboards

  • Old Interface Version — ms3YL8mg-qA

  • Old repo — aapl-video/videos/db_condition.mp4

  • New Interface Version — BE15wAlOies

  • New repo — aapl-video/videos/db_condition_v2.mp4

  • From the catalogue select yesterday’s requests count

  • Explain the analysis

  • Show the results

  • Create a dashboard containing it

  • We only want the analysis is displayed if a condition is met

  • Condition can be based on an analysis.

  • True if row count is <condition> a number

  • Show the definition of a condition and testing it in various cases

  • Show nothing appears on the dashboard if condition is false and is displayed if condition is true.

Video — Construction of a Dashboard Prompt

  • Old Interface Version — EirKSH3qV8U

  • Old repo — aapl-video/videos/dashboard-prompt.mp4

  • New Interface Version — 0HBf7JuPQP0

  • New repo — aapl-video/videos/dashboard-prompt_v2.mp4

  • Load up a dashboard prompt DB_Date_Prompt

  • Same as constructing a prompt within an analysis

  • Start Date and End Date

  • Consider their construction starting with End Date

  • Click the Edit Pencil

  • Presentation variable with name DB_EDate, Input is text field, no calendar selector.

  • To have a calendar selector need to prompt on a column and then set a presentation variable.

  • Open up the options part of the panel

  • Show how both prompts are built up and the various options that are available emphasize that we are using the prompt to prompt for the values to be assigned to a variable.

Video — Making Use of the Dashboard Prompts

  • Old Interface Version — 9BPoPwEi5Pc

  • Old repo — aapl-video/videos/dashboard_with_prompts.mp4

  • New Interface Version — XoKziQtHnZY

  • New repo — aapl-video/videos/dashboard_with_prompts_v2.mp4

  • Dashboard Layout editor for analysis db8

  • Explain the layout

  • Consider definition of API Usage analysis

  • Discuss variables and default values.

  • Return to editing the dashboard

  • Consider DB_AppName_Prompt by opening for edit.

  • Show the edit panel for API AppName

  • Discuss the definition of the prompt for a checklist

  • Show how it looks in Preview Pane

  • Return to DB Editor

  • Consider the Text component show its definition

  • Run the dashboard and demo how it looks.

Chapter — Reusable components

Video — Creating and using shared columns definitions.

  • Old Interface Version — 9CdZm4esjl8

  • Old repo — aapl-video/videos/saved_column.mp4

  • New Interface Version — HFHpniENF1U

  • New repo — aapl-video/videos/saved_column_v2.mp4

  • From the Reusable directory in the catalog

  • Analysis1 and 2 are put together in the dashboard db_for_1_and_2

  • Show the result of running the dashboard and describe the results

  • Return to edit dashboard

  • Proceed to edit analysis 1 and add columns for standardized library name, select owning library name and convert to upper case, show the results are now in upper case

  • Change the columns definition to use a custom heading 'Standardized Library Name'

  • save the analysis and look at the dashboard again.

  • Would like to reuse the component we have just created

  • Edit Analysis 1

  • For the column drop down menu, save as, saving in a suitable shared area for the subject area

  • Look at edit formula again, it’s greyed out and must be edited from the saved columns definition

  • Looks at the catalog, find the col def, show how to edit the formula and col properties

  • Return to the catalog and find the dashboard again and edit

  • Now take a look at editing analysis_2, from the catalog pane find standardized library name and add to the analysis, save and return to the dashboard and run and see that analysis_2 also now uses this component.

  • Now change standardized library name formula to lower case and observe how is reflected in both analyses on the dashboard.

Video — Creating and using shared filter definitions.

  • Old Interface Version — 3NjrvamAB_E

  • Old repo — aapl-video/videos/saved_filter.mp4

  • New Interface Version — m-ZRJyEEUi0

  • New repo — aapl-video/videos/saved_filter_v2.mp4

  • Return to db_1_and_2

  • Edit the dashboard

  • Remind of results

  • Return to DB and edit analysis_1

  • Add a filter on ReqTypeDesc to filter for PI Req, and ReqDate >= timestampadd(SQL_TS_YEAR,-1,current_date)

  • Show the effect in results

  • Save Filters from the menu

  • Save into a shared area again with the name Saved_Filter_1 and click OK

  • Note the filter has been replaced by a reference

  • Show how it looks in the catalog, and how to edit from the catalog

  • Return to the dashboard show the effect of using the saved filter and open for edit analysis_2, so we can use the same saved filter definition

  • From the catalog pane find the saved filter and double click to add it to the analysis click OK to add.

  • Return to the DB, look at results and see filter is now applied to both.

  • Go to the catalog and find the saved filter to open for edit.

  • Filter on owning library as well, filter on Brotherton and Boyle.

  • Say OK and save and return to dashboard to see that the filter has been applied to both analyses.

Chapter — Format and Style

Video — Using Container Format Dialogues

  • Old Interface Version — z6P-oNZaJ-Q

  • Old repo — aapl-video/videos/format_container_dialogue.mp4

  • New Interface Version — 9Be8e4sRMII

  • New repo — aapl-video/videos/format_container_dialogue_v2.mp4

  • Loans Analysis from AAPL Training/format folder

  • Open for Edit

  • Consider the results screen

  • Interested in Format Container and Edit View and View properties

  • Start with the title and format container

  • Explain copy/paste

  • Demo background colour and border

  • Additional formatting options

  • Apply and looks at results

  • Back in the edit dialogue, copy the format, clear and paste and paste into another pane and the table itself

  • Now look at the Edit View (pencil icon), change title, and formatting. Show effects.

  • Demo further title formatting facilities

Video — Table Content Format Dialogues

  • Old Interface Version — b9bkfCfBx7A

  • Old repo — aapl-video/videos/table_format_editor.mp4

  • New Interface Version — gviMIDkOgE4

  • New repo — aapl-video/videos/table_format_editor_v2.mp4

  • Load the Loans with table formatting

  • Start from the results pane

  • View properties for the table.

  • Show the effect of paging controls

  • Show continuous paging and data fetching

  • Column Headings formatting

  • Show alternate styling and row aggregation

  • Edit format button

  • Show how to format the alternate rows

  • Revert to default styling for alternate rows

  • Now edit view dialogue for table data

  • Preview pane and layout editor appear

  • Show excluding a column, and changes reflected in the preview

  • Show sectioning of report by day period

  • Show section formatting properties

  • Show using year as a prompt

  • Show formatting of the prompt

  • Click done to finish - remember to save.

Video — Column and conditional formatting

  • Old Interface Version — gC3i3STWgY8

  • Old repo — aapl-video/videos/col_and_cond_format.mp4

  • New Interface Version — QCytyvXZZ5w

  • New repo — aapl-video/videos/col_and_cond_format_v2.mp4

  • Loans report in AAPL Training/format

  • Open for edit

  • Column properties while in Criteria Tab, possible to edit formatting

  • Better from Results tab, edit view dialogue to see changes immediately as edited

  • demonstrate on 'Loan Date' font change, background, etc,

  • Column format and heading

  • Format of the date

  • Apply changes and show results

  • Conditional formatting on NMAE, select the dialogue

  • Add a condition to show sunny colours or night colours

  • Apply and show effect

  • Conditional formatting on a numeric value using Loans column

  • If greater than 100, display value in red

  • Say something about uses.

Video — Adding a chart to an analysis

  • Old Interface Version — bh7G43aPj5I

  • Old repo — aapl-video/videos/add_chart.mp4

  • New Interface Version — 25wR4GI6hqk

  • New repo — aapl-video/videos/add_chart_v2.mp4

  • Using Loans analysis from AAPL/Training/format

  • Open for edit

  • Move to the results tab

  • Add chart using new view

  • Show default and best but add a line graph

  • Show initial layout

  • Show edit view for the chart

  • Remove prompts, by moving to excluded box in layout editor

  • Show results

  • Show change to barchart, etc, show horizontal, show options for styling

  • Edit graph properties, show zoom and scroll on X axis

  • Format the graph, colour and line style

  • Show results

  • Show log scale on vertical axis

  • zoom in result on horizontal axis

  • Editing labels/titles from graph properties

  • Show that formatting components of the graph is available

  • See results

  • Say done

  • Show that graph is included into the analysis

Video — Charts example using the loans analysis

  • Old Interface Version — ctNEqxVdlfA

  • Old repo — aapl-video/videos/charting_example.mp4

  • New Interface Version — C6Lq-qykNi0

  • New repo — aapl-video/videos/charting_example_v2.mp4

  • 'Loans with charts' in AAPL Training/format

  • Go through each graph, a little explanation.

Chapter — Primo Analytics

Video-v2todo — Exploring a Primo dashboard example

  • Old Interface Version — k9W4TvKWCf4

  • Old repo — aapl-video/videos/primo_dashboard.mp4

  • New Interface Version — INfzjkbYT78

  • New repo — aapl-video/videos/primo_dashboard_v2.mp4

  • Explain the dashboard, the prompts and analyses

  • Demonstrate, date range, number of searches and search strings

  • Show how to add a new prompt for the session geography analysis so as not to show selected countries.

Chapter — Data visualization with the ODV module

Video — Getting started with ODV

  • Video — M6yrOIPrEX4

  • Repo — aapl-video/videos/ODV_Intro.mp4

  • Start up ODV from Alma main screen

  • Navigation of the screen

    • Menu button/hamburger menu

      • Catalog, Data, Academy

    • Help button

    • Profile button

    • Create button

    • Page menu

Video — Setting up an ODV dataset

  • Video — osvEgN0yxcI

  • repo — aapl-video/videos/ODV_Dataset_Setup.mp4

  • Start with the Create Button

  • Create a dataset.

    • Import File, from Local subject area, or create a connection.

  • In Requests choose,

    • Request Date

    • # of Requests (the number of requests)

    • Total Request Time (Days)

    • Owning Library Name

    • Request Type Description

  • Show the data column description and format options in the bottom left

  • Apply a filter to select just 2019 data and physical item requests

  • Apply round and cast functions to the Total Req time column

  • Discussion of us creating our own ETL definitions here

Video — Setting up a project

  • Video — _LdMve0cEc8

  • Repo — aapl-video/videos/SettingUpAnODVProject.mp4

  • Basic project creation from the home screen using a previously created dataset.

Video — Exploring and visualizing data

  • Video — I-S1E25lrSI

  • Repo — aapl-video/videos/ODV_First_Viz.mp4

  • Use the Requests dataset and project created in the previous video

  • From the Visualization screen/panel show what features and options are available.

  • Create a data table visualization

  • Create a graphical visualization

  • Questions from the text

    • What are the normal and abnormal processing times

    • Is time to process related to number of requests

  • Save the work

Video — ODV — heatmap and treemap

  • Video — q6x2FNySqMQ

  • Repo — aapl-video/videos/ODV_HM_TM.mp4

  • Explore these two visualizations, then put together a heatmap on a new canvas.

Video — Importing data

  • Video — cFqRc76nWl0

  • Repo — aapl-video/videos/ODV_IMPORT.mp4

  • Show the contents of the footfall file, explain the columns and column headings

  • Import the footfall data. Save the dataset.

  • Show a tabulation of the footfall data and a visualization

  • Save the associate project.

Video — Creating a data set describing one day of loans, merge and visualize

  • Video — SLpd9tNo340

  • Repo — aapl-video/videos/ODV_MERGE.mp4