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    User Statistical Categories - how to upload information using a file?

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    • Product: Alma

    Question

    How to edit, add rows or delete "Statistical Categories" in: Configuration > User Management > User Details > Statistical Categories?

    Answer

    1. Attached is a sample file, or just use the "Export List" button at the top of the table, to the right.
    2. Edit the Excel file - add rows, or delete. The table will replace all existing content, so be sure to include all rows that are needed.
    3. Sort the table for any preferred order of rows.
    4. Click to "Import" the file, and upload it.
    5. Follow the Wizard - select the file, "Upload File"
    6. Inspect the Preview page, and click "Import Rows" at bottom of this page. You may need to scroll down, in order to find this button.
    7. Save.

    Helpful note: If you get an error when attempting to load the file - check that the Filters are removed any from the Excel file, before loading it.

     

    Additional Information

    See the Alma Online Help regarding "Configuring Statistical Categories for Analytics". 

    See also a Knowledge Article with steps. 

     

    Attachement

    Attachment - attached here is the sample file.

    • Article last edited: 17-APR-2023