Analytics Guides

Guides or tutorials created by Alma users.

Tips and Tricks for Alma Analytics, by Mike Rogers, University of Tennessee (pdf file)

Suggests naming conventions for files, extensive examples of how you can use formulas and regular expressions to filter columns or modify columns in a report, instructions of how to create a union of two reports.

Building a Dashboard, by Orbis Cascade Alliance (Word doc)

The example here is of a Funds Expenditures Dashboard, with some style tips. Shows how you can put multiple reports together on a dashboard, filter one report using another report. Also shows how to filter a column using formulas.

Analytics Training, from Orbis Cascade Alliance

Provides links to tutorials created by Orbis Cascade members, mostly introductory.

Alma Analytics Internal Training, University of Western Australia (PPT on Slideshare)

Has information on formatting visuals within reports, creating pivot tables, adding prompts to reports, as well as information on formatting reports and using filters. This one moves quickly, starts with the basics and gets complex.

Guides from Ex Libris

Alma Analytics Guide  (pdf, 580 pages)

This is the most comprehensive documentation related to Analytics with descriptions and examples of all fields. Good for reference.

Presentations and Documents (mix of PPT and Word)

These are PowerPoints and Word documents on a variety of topics. They are written in more of a how-to format than the official documentation above, and tend to be about specific actions.

Common Analytics Procedures

This is a single page with screenshots, with instructions on intermediate-level tasks such as adding subtotals to a report, adding a mathematical formula, using filters, limiting a report by dates.