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

Agenda/Notes:

• 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 Sample reports and SQL page as you are able!
  • Shout out to Terran for adding a bunch of templates under Item Reports!
• New 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.