Using Alma Analytics with the Tableau Web Data

Using Alma Analytics with the Tableau Web Data Connector Yoel Kortick Senior Librarian https: //cdn. pixabay. com/photo/2016/04/04/14/12/monitor-1307227_960_720. jpg http: //www. slideteam. net/wp/wp-content/uploads/2015/11/Using-Images-and-Icons-to-Create-Awesome-Agenda-Slides. 1. png © 2016 Ex Libris | Confidential & Proprietary

Agenda Introduction The three necessary elements The Tableau Web Data Connector Editing the report appearance in Tableau Updating Data in a Saved Workbook text 6 © 2016 Ex Libris | Confidential & Proprietary 2

Introduction • The Tableau Web Data Connector allows the user to build connections to data from different sources. • In this manner an Alma institution can use the Tableau Web Data Connector to combine data from Alma Analytics and one or more additional sources. • For more information see Use the new Web Data Connector to reach any data © 2016 Ex Libris | Confidential & Proprietary 3

Introduction • In order to facilitate creating the connection from Tableau to Alma Analytics, Ex Libris has built a Web Page which can be “plugged in” to the Tableau Web Data Connector. • After pointing to this web page from the Tableau Web Data Connector it’s as simple as merely entering your API Key and the relevant path of your report into the designated fields. • No additional configuration is required. © 2016 Ex Libris | Confidential & Proprietary 4

Agenda Introduction The three necessary elements The Tableau Web Data Connector Editing the report appearance in Tableau Updating Data in a Saved Workbook text 6 © 2016 Ex Libris | Confidential & Proprietary 5

The three necessary elements 1. The URL of the Ex Libris web page 2. The path and name of the Alma Analytics report 3. The API key which allows accessing Alma Analytics reports for your institution © 2016 Ex Libris | Confidential & Proprietary 6

The three necessary elements - #1 • The first necessary element is the URL of the web page: https: //eu-st 01. ext. exlibrisgroup. com/delivery/wdc/exl. html © 2016 Ex Libris | Confidential & Proprietary 7

The three necessary elements - #2 • The second necessary element is the API key for your institutions which allows access to analytics reports. (partially blocked for security) © 2016 Ex Libris | Confidential & Proprietary 8

The three necessary elements - #3 • The third necessary element is the path of the report. • This includes the report name. • One way to get the path is via the report properties © 2016 Ex Libris | Confidential & Proprietary 9

The three necessary elements - #3 • Another way to get the path is to open the report and copy from the URL everything after “path=“ • The path is (and it can be with or without the escape characters, either / or %2 F): %2 Fshared%2 FAlma University%2 FReports%2 FJR 1 usage by month for previous calendar year Note that as is the case any time an API calls an analytics report: the path should be in the “Shared” folders and not under the personal “My” Folders. © 2016 Ex Libris | Confidential & Proprietary 10

The three necessary elements - #3 • This is the report path © 2016

Agenda Introduction The three necessary elements The Tableau Web Data Connector Editing the report appearance in Tableau Updating Data in a Saved Workbook text 6 © 2016 Ex Libris | Confidential & Proprietary 12

The Tableau Web Data Connector • We will assume that Tableau is installed on

The Tableau Web Data Connector • Open Tableau and then open a new Tableau

The Tableau Web Data Connector • Click the blue “Connect to Data” link on

The Tableau Web Data Connector • In right hand column choose “Web Data Connector”

The Tableau Web Data Connector • Enter the URL which we already mentioned and hit enter: https: //eu-st 01. ext. exlibrisgroup. com/delivery/wdc/exl. html © 2016 Ex Libris | Confidential & Proprietary 17

The Tableau Web Data Connector • You will be presented with the Ex Libris Data Connector URL. • Fill in the API Key and path, choose your region, and click “Get data” © 2016 Ex Libris | Confidential & Proprietary 18

The Tableau Web Data Connector • Instead of manually filling in the report path

The Tableau Web Data Connector • After clicking the magnifying glass you will be presented with the paths and reports of your Alma analytics Navigate to desired report and double click © 2016 Ex Libris | Confidential & Proprietary 20

The Tableau Web Data Connector • The report and path is automatically added to the interface of the “Ex Libris Tableau Web Data Connector” page This is the report we navigated to and double-clicked © 2016 Ex Libris | Confidential & Proprietary 21

The Tableau Web Data Connector • After clicking “Get Data” the query will execute

The Tableau Web Data Connector • You now have the Alma Analytics report in

Agenda Introduction The three necessary elements The Tableau Web Data Connector Editing the report appearance in Tableau Updating Data in a Saved Workbook text 6 © 2016 Ex Libris | Confidential & Proprietary 24

Editing the report appearance in Tableau – Example 1 • We will now do as follows after retrieving report “JR 1 usage by month - for previous calendar year” 1. Click update now to see the actual data (not mandatory but will ensure you are on the right track) 2. Open a new sheet or use existing sheet on bottom left 3. Put the year key on the top in the "columns" section 4. Change the Year Key to a dimension 5. Put the JR 1 Journal usage on the top in the "Rows" 6. See the default line graph we receive 7. Choose a different presentation such as an area chart © 2016 Ex Libris | Confidential & Proprietary 25

Editing the report appearance in Tableau – Example 1 1 a. Click “update now”

Editing the report appearance in Tableau – Example 1 1 b. See the actual

Editing the report appearance in Tableau – Example 1 2. Click “Go to worksheet”

Editing the report appearance in Tableau – Example 1 3. Put the year key

Editing the report appearance in Tableau – Example 1 4. Change the Year Key

Editing the report appearance in Tableau – Example 1 5. Put the JR 1

Editing the report appearance in Tableau – Example 1 6. See the default graph

Editing the report appearance in Tableau – Example 1 7. Choose a different presentation

Editing the report appearance in Tableau – Example 2 • We will now do as follows after retrieving report “ 2. Ten least expensive titles for previous calendar year” 1. Click update now to see the actual data 2. Open a new sheet or use existing sheet on bottom left 3. Put the LEFT(Title, 150) field on the top in the "columns" section 4. Put the Cost per Use measure on the top in the "Rows" (as Sum) 5. See the default line graph we receive 6. Choose a different presentation such as a text table 7. Rename ‘LEFT(Title, 150)’ to ‘Title’ 8. Change the Cost Per Use to currency © 2016 Ex Libris | Confidential & Proprietary 34

Editing the report appearance in Tableau – Example 2 1 a. Click “update now”

Editing the report appearance in Tableau – Example 2 1 b. See the actual

Editing the report appearance in Tableau – Example 2 2. Click “Go to worksheet”

Editing the report appearance in Tableau – Example 2 3. Put the LEFT(Title, 150)

Editing the report appearance in Tableau – Example 2 4. Put the Cost per

Editing the report appearance in Tableau – Example 2 5. See the default graph

Editing the report appearance in Tableau – Example 2 6. Choose a different presentation

Editing the report appearance in Tableau – Example 2 7 a. Rename ‘LEFT(Title, 150)’

Editing the report appearance in Tableau – Example 2 7 b. Rename ‘LEFT(Title, 150)’

Editing the report appearance in Tableau – Example 2 8. Change the Cost Per

Agenda Introduction The three necessary elements The Tableau Web Data Connector Editing the report appearance in Tableau Updating Data in a Saved Workbook text 6 © 2016 Ex Libris | Confidential & Proprietary 47

Updating Data in a Saved Workbook • Via “File > Save As” it is

Updating Data in a Saved Workbook • Note that this saves the Workbook locally on the PC. • To ensure that the data is current it is important to update it from Alma Analytics. © 2016 Ex Libris | Confidential & Proprietary 49