evergreen-reports:meetings:2022-09-28
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evergreen-reports:meetings:2022-09-28 [2022/09/28 14:24] – jventuro | evergreen-reports:meetings:2022-09-28 [2022/10/11 09:11] (current) – jventuro | ||
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Meeting Time: 3 PM | Meeting Time: 3 PM | ||
- | + | (Reminder for future Jessica that we met an hour later than usual) | |
- | To join the video meeting, click this link: [[https:// | + | |
- | 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:// | + | |
**Agenda/ | **Agenda/ | ||
- | * [[evergreen-reports: | + | * [[evergreen-reports: |
* Reminder to contribute templates to the [[evergreen-reports: | * Reminder to contribute templates to the [[evergreen-reports: | ||
* Shout out to Terran for adding a bunch of templates under Item Reports! | * Shout out to Terran for adding a bunch of templates under Item Reports! | ||
Line 16: | Line 13: | ||
* Crossover with Cataloger Interest Group | * 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! | ||
- | | + | |
- | * 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, | ||
+ | * If filter applied, it will only show that sum | ||
+ | * =sum()is everything, doesn' | ||
+ | * 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 | ||
+ | * 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&" "& | ||
+ | * Transit report example | ||
+ | * IF(B2=" | ||
+ | * If sending library is this branch it's " | ||
+ | * From system | ||
+ | * =LEFT(B2, | ||
+ | * Absolute reference | ||
+ | * 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/2022-09-28.1664389499.txt.gz · Last modified: 2022/09/28 14:24 by jventuro