Project 4: Collection Analysis Report Production
During this session, we may need to take time to review the previous projects or complete any work we started in previous sessions. If we have time, we’ll continue working with the data from Project 3. Our goal will be to create a powerful report to get an overview of how journals and journal packages are used across the university, by subject. Or we might work on a different collection analysis report, depending on how the series has gone and how participants are handling what they’ve learned. We may look at other tools that work well with Excel, especially Power BI.
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Project 4: Data Matching for Collection Analysis
We'll focus on data matching for this session, so a better title might be, "Project 4: Data Matching for Collection Analysis." Instead of completing a report providing an overview of how journals and journal packages are used across the university, by subject, we will try a different report. During Session 3, there was interest in how to summarize Alma ER Holdings coverage data, so we'll work with holdings data. During Session 4, I won't have time to demonstrate how I summarize holdings data, but if there is interest, following this demonstration of how one might use such data, then I could offer a standalone session to demonstrate specifically how to prepare Alma ER Holdings data for summarization.
In this session, we'll review pivot tables and pivot charts. We'll review the functions Index(), Match(), IfError(), If(), and Or(). We'll see how to use basic data modelling to improve the efficiency of report production. We'll learn how to use MS Access as a tool for multi-factor data matching. We'll glance at Power BI as a tool for more complex data matching and report production.
