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  1. Ensure audit files have been uploaded to the shared drive from the study room computer: LEAD > Circulation > Rooms > Research Room Audits > (selected folder of audits)
  2. Open a new Microsoft Excel sheet
  3. Click on the “Data” tab
  4. Select “New Query” then “From File” and “From Folder”.

    1. Click Browse.    
    2. Select Computer > LEAD > Circulation > Rooms > Research Room Audits > Reports for XXXX
    3. Click OK, then OK again
  5. Another box will appear – just click Load at the bottom.
  6. Allow the rows to load. Depending on how big the file is, it may take a few seconds.
  7. On the tool bar at the top of the screen under “Query Tools”, click “Query”

    1. Select Edit on the far left
    2. The far left column is labeled Content. Click on the downward arrows.
    3. Click on Table 0 for the door numbers and date/times accessed to appear. Click OK.
    4. Right click on the Date column. In the drop down menu, select Transform and click “Date Only”. This will remove the time stamps, which will potentially skew the data counts.
    5. In the Event/Name column, click on the down arrow for the menu. 
    6. Click “Load More” to see all the event name options.
    7. Select only the 90 Day Research Rooms, excluding the long term rooms, DAS, UHC, and Cliff Mead’s roomsresearch rooms, excluding any entry that is not a research room. We do not analyze that data.
    8. Click OK.
    9. Now delete any unnecessary columns, such as the Function column and the Source . Name column . Just by right click clicking and selecting “Remove”
    10. Once you are finished making your edits, click on Close and Load and Close in the upper left hand corner. This will take some time to load so be patient.
  8. Now in the upper tool bar, under “Table Tools” click Design.
    1. Highlight the three remaining columns and click Remove Duplicates under Tools.
      1. Leave all the options selected (Door, Date, Event/Name) and click OK. Excel will tell you how many duplicates were removed. Click OK again.
  9. Next, click the downward arrow in the Event/Name column and unselect anything that is not a 90 day research room.
  10. Congrats! It is now time to PIVOT!
  11. In the tool bar, click Insert.
  12. Again, highlight the three columns
  13. Click PivotTable
  14. A pop up will appear to select the table or range, which you should’ve already highlighted.
  15. Check the box to “Add this data to the Data Model”
  16. Click OK
  17. To start, under Range in the PivotTable Fields boxOn the right will be a box labeled "PivotTable Fields" It will have one large box (Range) and 4 smaller boxes (Filters, Columns, Rows, and Values). 
  18. In "Range", click and drag Event/Name to the lower "Filters box".
  19. This will appear in the spreadsheet:
  20. Click on the downward arrow to open the drop down menu
    1. Check the box that says Select Multiple Items
    2. Click the + next to All and choose which rooms you would like to include in the table
    3. Click OK
  21. Select Door from Range and drag it to the Rows box
  22. This will now appear:

    1. Click on the downward arrow to open the drop down menu
    2. Uncheck Blank then click OK
  23. Check the Date box under Range and select which dates you would like to include or exclude
  24. Now, click and drag Event/Name to the Values box – it will say Count of Date but we need the distinct count so click on the drop down menu and choose Value Field Setting
    1. Under Summarize value Field by, select Distinct Count at the bottom of the list
  25. This is what the final settings should look like:
  26. Save your work as "Month Year Usage"

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