====== Evergreen Reports Interest Group Meeting - September 28, 2022 ======

Meeting Time: 3 PM
(Reminder for future Jessica that we met an hour later than usual)

**Agenda/Notes:**

  * [[evergreen-reports:meetings:2022-09-07|Notes from the last meeting]] are posted. Thanks again to Jeff for showing us Jasper Reports. Let Jessica know if anyone would like to revisit this topic at another meeting.
  * Reminder to contribute templates to the [[evergreen-reports:sample_reports|Sample reports and SQL page]] as you are able!
    * Shout out to Terran for adding a bunch of templates under Item Reports!
  * New [[evergreen-reports:community-documentation|Community Reports Documentation]] page
    * Shout out to Missouri Evergreen for their reports resources page!
  * Crossover with Cataloger Interest Group
  * Guest speaker - Tiffany Little of PINES to talk about tips and tricks for manipulating report output in Excel!
    * Formulas at the top of the spreadsheet for ease
    * To freeze header row - View tab - Freeze pane (select row underneath header row)
    * Filters and subtotal function
      * =subtotal(9,B2, B10000000)
      * If filter applied, it will only show that sum
      * =sum()is everything, doesn't care about filter
      * 9 is sum in the subtotal function, 3 is count
      * subtotal by itself does nothing
    * Color coding - apply filter, apply color, filter by colored or not colored
      * Can also be done with conditional formating
    * Add comma to value
      * =cell&","
      * Drag small plus sign in bottom right corner to the bottom of the row to copy to all cells
    * Absolute references
      * $ in fron of column "locks in column"
      * $ in front of row "locks in cell"
    * Combine values from two cells into one (with space in between)
      * =cell&" "&cell
    * Transit report example
      * IF(B2="Branch Name","From","To")
      * If sending library is this branch it's "From," if it's not then it's "To"
      * From system
      * =LEFT(B2,FIND("-",B$2)-1)
      * Absolute reference allows you to copy over to To System
      * In system transit
      * (B2=C2) will show true of false
      * Pivot table to show authors that patrons are requesting that you may not own
    *  Rename column for reference in formulas
    * To refer back to formulas later, keep formulas in a separate sheet to work in. Then paste report data into another sheet.
  * Scheduling for the end of the year - October and November meetings will be held as scheduled. December meeting will be canceled.