CREATING PROMPTS IN ANALYTICS FOR DASHBOARDS Why Use

CREATING PROMPTS IN ANALYTICS FOR DASHBOARDS

Why Use Prompts in Analytics • Time Saving – Creating reports – For the User • Saved as objects; reusable in other dashboards Image by Tsahi Levent-Levi https: //flic. kr/p/c. BFFBS

Examples

Examples

In Edit Mode

Examples Shout to: Michael Johnson UMinnesota Libraries Data Systems & Services

How do you create prompts • https: //na 01. alma. exlibrisgroup. com/mng/log in? institute=01 UMB_INST&auth=local • Go to Design Analytics

How to Build a Variable Prompt • Variable Prompt: will pass a value to any field in your report • Filter uses SQL to show this month’s data, or the Month you choose • Why do this? Well, I want to see my loans by LOAN DATE, but my Returns by the date they were RETURNED.

Step by Step instructions • First need reports – Have three already • Loans etc • Returns and Claimed Returned • In House Use • Build a Dashboard – It’s assumed here that this is already done

Create prompt Important: Give Presentation Variable a name, no spaces It does not matter which column you choose, as long as it is the same format as the things you want to filter for.

Filter in Report • Find your report, add filter

Filter in Report • When creating this, use the ADD MORE OPTIONS drop down • Choose SQL Expression

Filter in Report • Add @{Month. Date. Key}{MONTH(CURRENT_DATE)} In plain language this says: Use the month key in the prompt, or use this month’s data.

Filter in Report • Next, we want to pre-filter our report to only include the current year, otherwise will get back data from that month for EVERY year. SQL Expression here is: {YEAR(CURRENT_DATE)}

Filter in Report • Do the same thing for each Year Field in each of the three reports • Do the same for each of the Month Keys – In Returns, it’s the Return Month Key, for the Loans it’s the Loan Month Key, and In House Use, the Return Month Key

Dashboard • The finishing touches – Add the prompt to your dashboard, along with the reports – Try it out!

Questions? Allison. Erhardt@umanitoba. ca THANK YOU