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    How to Use a List of Values from a CSV File as a Filter in Alma Analytics

    • Product: Alma
    • Product Version: February 2019
    • Relevant for Installation Type: Multi-Tenant Direct 

    Introduction:

    Often the institution will have a list of values, such as MMS IDs or barcodes, in a column of a csv file. The csv file may originate from a variety of sources, for example:

    • Exporting a set in Alma
    • The “Duplicate title analysis” job
    • A local application

    It is possible to use these values as a filter in Alma analytics.  In the case below we will use the MMSID.  The same flow can be used for other values such as barcodes.

    Question:

    What are the best steps to use a list of MMSIDs (or any other value) from a csv file as input in Alma Analytics?

    Answer:

    First, click filter fo the MMSID column.

    Second, click the binoculars ico (Search):

    CKS search.png

    Third, click the pencil icon (Edit):

    KCS edit.png

    Fourth, paste the list of MMSIDs into the box.  Click OK a few times to close the dialog box:

    KCS paste.png

    The report is now filtered by the MMSIDs:

    KCS MMSIDs.png

     

     

     

     

     


    • Article last edited: 26-Jun-2019 GJW
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