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Alma Analytics: Become an Expert

Alma Analytics: Become an Expert

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Alma Analytics: Become an Expert is a series of eight 90-minute sessions intended to provide learning opportunities for Alma Analytics operators at all levels. These sessions include information on using Analytics to manage inventory, monitor Acquisitions and Fulfillment activities and more.

Badge_- Alma Analytics Expert

Alma Analytics: Become an Expert is a series of eight 90-minute sessions intended to provide learning opportunities for Alma Analytics operators at all levels. These sessions include information on using Analytics to manage inventory, monitor Acquisitions and Fulfillment activities and more.

The Become an Expert series is structured as follows:

Session 01 = A general overview and introduction
Sessions 02-03 = A focus on specific areas such as physical and electronic inventory, fulfillment, acquisitions and COUNTER usage.
Sessions 04-08 = A drill down to specific analytics functions that can help you create reports more efficiently.

Note about closed captions (CC): Captions on the recording were created by an automated system and are not entirely accurate.

Session Number

Session Name

Description

Additional Resources

EMEA

APAC

AMERICAS

01

Overview and Introduction to Analytics

This session will include:

Accessing and "consuming" analytics
Roles
ETL - Extract, Transform, and Load
Folder structure of ready-to-use reports
Dashboards
Create a report

Presentation Slides
Exercises
Q&A
More documentation and training resources:

February 14, 2023

February 16, 2023

February 16, 2023

02

Physical Inventory and Fulfillment in Alma Analytics

This session will include:

Default, ready-to-use reports and dashboards that analyze physical inventory and fulfillment
Creating custom reports that analyze physical inventory and fulfillment

Presentation Slides
Exercises
Q&A
More documentation and training resources:

February 21, 2023

February 23, 2023

February 23, 2023

No recording available; see one of the other recordings at left)

03

Electronic Inventory, Usage and Acquisitions in Alma Analytics

This session will include:

Default, ready-to-use reports and dashboards that analyze electronic inventory, usage, and acquisitions
Creating custom reports that analyze electronic inventory, usage, and acquisitions

February 28, 2023

March 2, 2023

March 2, 2023

04

Creating and Managing Dashboards in Analytics

During this session we will show how to:

Create a new analytics dashboard
Edit a default dashboard
Create a dashboard prompt

March 7, 2023

March 9, 2023

March 9, 2023

05

Creating and Managing Prompts in Analytics

This session will focus on the following:

How prompts are used in analytics reports
How to create a prompt in an Alma Analytics report
How to refine your prompts

April 11, 2023

March 16

March 16, 2023

06

Filters and Functions in Analytics

This session covers how to create Filters for:

Contents of a specific position of a control field in Alma Analytics
Strings with both uppercase and lowercase
Multiple filters per column in an analytics report
Special characters

And how to create Functions that:

Change a date & time field to only contain the date
RCOUNT (row numbers)
COUNT BY
CASE condition to change text
SUBSTRING function to separate out part of a column
Concatenate multiple rows of the same field to one row
Use a regular expression

More documentation and training resources:

March 21

No recording available; see one of the other recordings at right

March 23, 2023

March 23, 2023

07

Analytics Objects

This session includes how to:

Add Analytics Widget to Alma Home Page
Create Analytics Dashboard Object Accessible from Analytics Menu
Create Report Object
Create Scheduled Report to be sent to Alma and non-Alma Users
Automate Sending Report to FTP Server
Common Problems to Avoid

March 28, 2023

March 30, 2023

March 30, 2023

08

Useful Tips in Analytics

In this final session we will cover how to:

Save a customized Alma Analytics column for future reports
Add a logo to the top of a report
Create an Alma set from an analytics report
Customize the "no results" message
Concatenate two or more fields in a report
Conditionally change the text format a report
Use analytics report output as the input for a subsequent report

If time permits at the end of the session, attendees will be invited to ask questions and discuss any subject of the entire series of classes.

Presentation Slides
Exercises
More documentation and training resources:

April 4 , 2023

April 6, 2023

April 6, 2023