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- 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)
- Open a new Microsoft Excel sheet
- Click on the “Data” tab
- Select “New Query” then “From File” and “From Folder”.
- Click Browse.
- Select Computer > LEAD > Circulation > Rooms > Research Room Audits > Reports for XXXX
- Click OK, then OK again
- Another box will appear – just click Load at the bottom.
- Allow the rows to load. Depending on how big the file is, it may take a few seconds.
- On the tool bar at the top of the screen under “Query Tools”, click “Query”
- Select Edit on the far left
- The far left column is labeled Content. Click on the downward arrows.
- Click on Table 0 for the door numbers and date/times accessed to appear. Click OK.
- 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.
- In the Event/Name column, click on the down arrow for the menu.
- Click “Load More” to see all the event name options.
- Select only the research rooms, excluding any entry that is not a research room. We do not analyze that data.
- Click OK.
- Now delete any unnecessary columns, such as the Function column and the Source Name column by right clicking and selecting “Remove”
- Once you are finished making your edits, click on Close and Load in the upper left hand corner. This will take some time to load so be patient.
- Select Edit on the far left
- Now in the upper tool bar, under “Table Tools” click Design.
- Highlight the three remaining columns and click Remove Duplicates under Tools.
- Leave all the options selected (Door, Date, Event/Name) and click OK. Excel will tell you how many duplicates were removed. Click OK again.
- Highlight the three remaining columns and click Remove Duplicates under Tools.
- Next, click the downward arrow in the Event/Name column and unselect anything that is not a 90 day research room.
- Congrats! It is now time to PIVOT!
- In the tool bar, click Insert.
- Again, highlight the three columns
- Click PivotTable
- A pop up will appear to select the table or range, which you should’ve already highlighted.
- Check the box to “Add this data to the Data Model”
- Click OK
- On 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).
- In "Range", click and drag Event/Name to the "Filters" box.
- This will appear in the spreadsheet:
- Click on the downward arrow to open the drop down menu
- Check the box at the bottom labeled "Select Multiple Items"
- A checked box will appear next to the word "All"
- Click the + next to "All". All of the rooms should have a check mark next to them. Uncheck any you do not want to include.
- Click OK
- Working with "Range" again, click and drag "Door" to the "Rows" box
- This will now appear:
- Click on the downward arrow next to "Row Labels" to open the drop down menu
- Uncheck "Blank" then click OK
- Again, working with "Range" check the box next to "Date". When you do this, several more items will appear. See the image below. They will also appear in the "Columns" box.
- Hover the cursor over "Date (Year)". A downward arrow will appear to the right. Click on this arrow.
- A pop up window will appear similar to what you worked with in previous steps. Select the appropriate year and make sure all other years are unchecked. Then hit "OK".
- Click and drag "Date (Year)" from "Range" to "Rows" and put it below "Door" in that box. When you do this, it will disappear from the "Columns" box.
- Repeat with "Date (Month)" selecting only the relevant months.
- Uncheck "Date (Quarter)" because you don't need it.
- Hover the cursor over "Date" in the "Range" box and again, click the downward arrow.
- This time, select "Date Filters", then enter the day before the first day of data you want. So if Jan. 2 is the first day of data you want, input Jan. 1.
- Click and drag "Date" to the "Rows" box.
- You don't have to use Date but it can help you see patterns a room's usage is close to the minimum but not quite where it needs to be.
- Hover the cursor over "Date (Year)". A downward arrow will appear to the right. Click on this arrow.
- Now, click and drag Event/Name to the Values box.
- This is what the final settings should look like (if you haven't checked "Date":
- Save your work as "Year-Month Year -Date Usage" in the Audit Analysis Reports Folder.