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    Alma Analytics: Become an 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.

    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

    February 14, 2023

    Recording

    February 16, 2023

    Recording 

    February 16, 2023

    Recording

     

    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

    February 21, 2023

    Recording

    February 23, 2023

    Recording 

    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

    Recording

    March 2, 2023

    Recording

    March 2, 2023

    Recording

     

    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

    Recording

    March 9, 2023

    Recording 

    March 9, 2023

    Recording 

     

    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

    Recording

     

    March 16

    Recording 

    March 16, 2023

    Recording

     

    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

    Recording

    March 23, 2023

    Recording

     

    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

    Recording

    March 30, 2023

    Recording

    March 30, 2023

    Recording

     

    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.

    April 4 , 2023

    Recording

    April 6, 2023

    Recording

    April 6, 2023

    Recording

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