Using Microsoft Excel Timothy Owens Jennifer Keng Pierson

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Using Microsoft Excel Timothy Owens Jennifer Keng Pierson

Using Microsoft Excel Timothy Owens Jennifer Keng Pierson

A Few Basic Web. PLUS Reminders… • The file you receive from Bibliostat/vendor may

A Few Basic Web. PLUS Reminders… • The file you receive from Bibliostat/vendor may not formatted exactly for uploading to Web. PLUS. • Excel is NOT directly linked to Web. PLUS; any changes you make in your AE/Outlet/Annotation files will have to be reloaded. • Any files reloaded into Web. PLUS will overwrite all previous information.

Uploading Excel files into Web. PLUS Common Upload Problems: • If AE/Outlet files have

Uploading Excel files into Web. PLUS Common Upload Problems: • If AE/Outlet files have any missing/blank numbers or -2’s, these must all be changed to – 1 • Annotation file can only be uploaded in. txt or. csv format, not. xls (can resave. xls as. txt or. csv) • Sometimes there will be an error that says “Decimal or incorrectly formatted numbers” or something to that effect.

Excel Overview • Tables in Web. PLUS provide all state library information • Can

Excel Overview • Tables in Web. PLUS provide all state library information • Can use this information to sort, rank, spot outliers, etc.

Excel Overview (cont’d)

Excel Overview (cont’d)

Annotation Tips • You can view edits either by Edit type, or by Library

Annotation Tips • You can view edits either by Edit type, or by Library – I would suggest viewing by edit type first, to see if there any large numbers of any particular edit – Makes it much easier to annotate • Many edit annotations can be copied and pasted; e. g. , state-wide increases in revenue or collections – Copy and paste (CTRL-C, CTRL-V) – Click and drag – Double click lower right hand corner • Edit annotations can be re-uploaded at any time

Questions?

Questions?