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--- evergreen-reports:meetings:2022-09-28 [2022/09/28 08:53] – created jventuro
+++ evergreen-reports:meetings:2022-09-28 [2022/10/11 09:11] (current) – jventuro
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-====== Evergreen Reports Interest Group Meeting - September 7, 2022 ======
+====== 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!
-  * 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.