User Statistical Categories - how to upload information using a file?
- Product: Alma
Question
How to edit, add rows or delete "Statistical Categories" in: Configuration > User Management > User Details > Statistical Categories?
Answer
- Attached is a sample file, or just use the "Export List" button at the top of the table, to the right.
- 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.
- Sort the table for any preferred order of rows.
- Click to "Import" the file, and upload it.
- Follow the Wizard - select the file, "Upload File"
- 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.
- 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.