[Evergreen-reports] Deleting Templates and

[Jessica Venturo]

Hi Beth,

 

1)      We have the same issue at Biblio.  We handle it the same way it
sounds like you do - we move the old report to a nonshared folder.  So far,
I have tried to curtail the issue by encouraging libraries to clone reports
to their own folders.  However, this creates another issue in which the
reports that the libraries run for themselves are often not the most
up-to-date version.  We have discussed implementing a procedure that would
only retain report data for a limited time (a month, for example), which
would allow us to clean out that folder full of broken reports after a time,
and limit the number of old reports that are being stored in the database.

2)      The Pivot Label Column is very good for generating counts of things
based on two different criteria.  For example, we run a report at the end of
our fiscal year that breaks out number of circulations by month and by
shelving location.  We choose "Month" as the Pivot Label Column, and we as a
result we get the months listed across the top of the output as column
headers and the shelving locations listed along the side, so the report
actually shows total number of circulations by month and shelving location.
Then, we total the columns and rows in Excel.  I've attached an example of
one of last year's reports (This was before we did our shelving location
cleanup project, but we still have a lot of shelving locations).

 

Hope this helps!

 

Jessica

 

---

Jessica Venturo

Applications Support Specialist

Bibliomation, Inc.

24 Wooster Ave.

Waterbury, CT 06708

203-577-4070 ext. 105

 

From: evergreen-reports-bounces at list.evergreen-ils.org
[mailto:evergreen-reports-bounces at list.evergreen-ils.org] On Behalf Of
Cristina Hernandez Trotter
Sent: Wednesday, June 12, 2013 6:35 PM
To: Evergreen Community Reports Email List
Subject: Re: [Evergreen-reports] Deleting Templates and

 

Hi, Beth,

 

I am not able to offer any help with your first question, but here is a link
to instructions for a template that uses the Pivot Label Column:

 

http://ocrl.org/chtrotter/reports/Average%20Number%20of%20Circulations%20by%
20Weekday%20and%20Time%20(Circ%20Source).pdf

 

(Please excuse extra blank page. Gotta fix that!)

 

Since you mention that you have basic proficiency in Excel,  you might be
interested in watching the screencast where I cover the tip in step 5. The
video is embedded in this blog post:

http://reportsblog.blogspot.com/2011/06/copy-and-paste-part-1-selecting.html

 

Hope this is of some help,

Cristina

 

On Wed, Jun 12, 2013 at 3:54 PM, Beth Willis <willis at noblenet.org> wrote:

Hi,

I have two questions for the list.

1) When I revise a template, often I cannot delete the original template
because one or more of our libraries have created reports from it.  In this
case, the only way I know of to remove a template from our shared folders is
to move it to a different, non-shared folder.  In some cases I have revised
a template more than once and have to move/store multiple versions of it
because I cannot delete it.  This results in a lot of obsolete templates
being retained for no purpose.  How are others handling this situation?

2) We generally ignore the Pivot Label Column and Pivot Data Column options
when generating reports.  I believe that these options relate to Excel, but
I have only basic proficiency in Excel.  Are others using these options?  If
so, can you provide one or two examples where selecting these options are
useful?

Thank you.
Beth
-- 
Beth Willis
Digital & Catalog Librarian
NOBLE, Inc.
26 Cherry Hill Drive
Danvers, MA 01923

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