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evergreen-reports:meetings:2022-09-28 [2022/09/28 09:13] jventuroevergreen-reports:meetings:2022-09-28 [2022/10/11 09:10] jventuro
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 Meeting Time: 3 PM Meeting Time: 3 PM
-To join the video meeting, click this link: [[https://meet.google.com/kxr-szfw-vog]] +(Reminder for future Jessica that we met an hour later than usual)
-Otherwise, to join by phone, dial +1 984-999-3982 and enter this PIN: 819 442 279# +
-To view more phone numbers, click this link: [[https://tel.meet/kxr-szfw-vog?hs=5]]+
  
 **Agenda/Notes:** **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!   * 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!   * Guest speaker - Tiffany Little of PINES to talk about tips and tricks for manipulating report output in Excel!
-  Scheduling for the end of the year +    Formulas at the top of the spreadsheet for ease 
-  Open Q A as time allows+    * 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. 
evergreen-reports/meetings/2022-09-28.txt · Last modified: 2022/10/11 09:11 by jventuro

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