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.

Session Number

Session Name

Description

Additional Resources

Recording

01

Overview and Introduction to Analytics

This session includes:

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

Presentation Slides

Exercises

Questions and Answers from the live training sessions

More documentation and training resources:

18 September 2024

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Note:  Captions on the recording were created by an automated system and are not entirely accurate.

02

Physical Inventory and Fulfillment in Alma Analytics

This session includes:

  • 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

Questions and Answers from the live training sessions

25 September 2024

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Note:  Captions on the recording were created by an automated system and are not entirely accurate.

03

Electronic Inventory,  Usage and Acquisitions  in Alma Analytics

This session includes:

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

Presentation Slides

Exercises

Questions and Answers from the live training sessions

02 October 2024

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Note:  Captions on the recording were created by an automated system and are not entirely accurate.

04

Creating and Managing Dashboards in Analytics

During this session, we show how to:

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

Presentation Slides

Exercises

Questions and Answers from the live training sessions

09 October 2024

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Note:  Captions on the recording were created by an automated system and are not entirely accurate.

05

Creating and Managing Prompts in Analytics

This session focuses 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

Presentation Slides

Exercises

Questions and Answers from the live training sessions

16 October 2024

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Note:  Captions on the recording were created by an automated system and are not entirely accurate.

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

  • 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

  • Count the number of rows in a table

  • Create conditional if/when statements

  • And more!

Presentation Slides

Exercises

Questions and Answers from the live training sessions

More documentation and training resources:

23 October 2024

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Note:  Captions on the recording were created by an automated system and are not entirely accurate.

07

Analytics Objects

This session includes how to:

  • Add an analytics widget to the Alma home page
  • Create an analytics dashboard object that is accessible from the Analytics menu
  • Create a report object
  • Create a scheduled report to be sent to Alma and non-Alma users
  • Automate sending a report to an FTP server
  • Common problems to avoid

Presentation Slides

Exercises

Questions and Answers from the live training sessions

More documentation and training resources:

30 October 2024

Video recording

Note:  Captions on the recording were created by an automated system and are not entirely accurate.

08

Useful Tips in Analytics

In this final session, we 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

Questions and Answers from the live training sessions

More documentation and training resources:

06 November 2024

Video recording

Note:  Captions on the recording were created by an automated system and are not entirely accurate.