manipulating use data: pivottables and xml tansy matthews june 2008
TRANSCRIPT
Manipulating Use Data: PivotTables and XML
Tansy Matthews
June 2008
Why?
VIVA (The Virtual Library of Virginia) is a consortium of:
39 state-assisted colleges and universities at 55 campuses
+ 33 of Virginia's independent (private, not-for
profit) colleges and universities +
other Educational and Research Institutions
Why?
X 30 products
X 12 times a year
+ Annual report
=
What are PivotTables?
Excel Tool Translates columnar data into a table that
can be sorted on any of the column headings.
Raw data
Institution Product Requests Date Inst_ type Data_type Vendor FYJetson Space Institute Cyborg Growth & Design 3 Sep-06 Private Full-Text Superhero Journals Press FY07Jetson Space Institute Cyborg Growth & Design 1 Nov-06 Private Full-Text Superhero Journals Press FY07Jetson Space Institute Cyborg Growth & Design 1 Feb-07 Private Full-Text Superhero Journals Press FY07John Q. Public College Cyborg Growth & Design 9 Jul-06 Public 2-YearFull-Text Superhero Journals Press FY07Oscar Mayer U Cyborg Growth & Design 9 Jul-06 Public 4-YearFull-Text Superhero Journals Press FY07Oscar Mayer U Cyborg Growth & Design 6 Nov-06 Public 4-YearFull-Text Superhero Journals Press FY07Oscar Mayer U Cyborg Growth & Design 4 Jan-07 Public 4-YearFull-Text Superhero Journals Press FY07Oscar Mayer U Cyborg Growth & Design 2 Feb-07 Public 4-YearFull-Text Superhero Journals Press FY07Whatsamatta U Cyborg Growth & Design 12 Jul-06 Doctoral Full-Text Superhero Journals Press FY07Whatsamatta U Cyborg Growth & Design 20 Aug-06 Doctoral Full-Text Superhero Journals Press FY07Whatsamatta U Cyborg Growth & Design 6 Sep-06 Doctoral Full-Text Superhero Journals Press FY07Whatsamatta U Cyborg Growth & Design 29 Oct-06 Doctoral Full-Text Superhero Journals Press FY07Whatsamatta U Cyborg Growth & Design 24 Nov-06 Doctoral Full-Text Superhero Journals Press FY07Whatsamatta U Cyborg Growth & Design 22 Dec-06 Doctoral Full-Text Superhero Journals Press FY07Whatsamatta U Cyborg Growth & Design 9 Jan-07 Doctoral Full-Text Superhero Journals Press FY07Whatsamatta U Cyborg Growth & Design 41 Feb-07 Doctoral Full-Text Superhero Journals Press FY07Jetson Space Institute Cyborg Growth & Design 1 Oct-06 Private Full-Text Superhero Journals Press FY07Jetson Space Institute Cyborg Growth & Design 31 Nov-06 Private Full-Text Superhero Journals Press FY07Jetson Space Institute Cyborg Growth & Design 3 Jan-07 Private Full-Text Superhero Journals Press FY07John Q. Public College Cyborg Growth & Design 8 Jul-06 Public 2-YearFull-Text Superhero Journals Press FY07John Q. Public College Cyborg Growth & Design 2 Aug-06 Public 2-YearFull-Text Superhero Journals Press FY07John Q. Public College Cyborg Growth & Design 2 Sep-06 Public 2-YearFull-Text Superhero Journals Press FY07John Q. Public College Journal of Cartoon Physics 1 Feb-07 Public 2-YearFull-Text Superhero Journals Press FY07Oscar Mayer U Journal of Cartoon Physics 5 Jul-06 Public 4-YearFull-Text Superhero Journals Press FY07
PivotTable
Journals Press Full Text FY 07 Institution Inst_typeJetson Space Institute John Q. Public College Oscar Mayer U Whatsamatta U Grand Total
Product Date Private Public 2-Year Public 4-Year DoctoralCyborg Growth & Design Jul-06 17 9 12 38
Aug-06 2 20 22Sep-06 3 2 6 11Oct-06 1 29 30Nov-06 32 6 24 62Dec-06 22 22Jan-07 3 4 9 16Feb-07 1 2 41 44
Cyborg Growth & Design Total 40 21 21 163 245Journal of Cartoon Physics Jul-06 2 1 5 66 74
Aug-06 1 49 50Sep-06 1 1 13 15Oct-06 4 10 14Nov-06 7 3 10 20Dec-06 1 3 5 9Jan-07 1 1 13 15Feb-07 1 1 4 12 18
Journal of Cartoon Physics Total 17 2 18 178 215Mad Scientist Weekly Jul-06 26 12 21 75 134
Aug-06 8 1 2 124 135Sep-06 116 6 194 316Oct-06 12 10 187 209
Manipulating the PivotTable
Changing the Data Fields
Data Collection Over Time
Consistent format allows data to be easily concatenated.
PivotTables can be refreshed when new data is added.
Charts can be generated directly from PivotTables.
Example: extended_report.xls
Creating a PivotTable
Excel Data>PivotTable and PivotChart Report Choose source of data & data range
Select a static range Import
Place data headings Example file:
journals_example_sourcedata.xls
Why XML?
XML facilitates the importation of data into Excel.
Allows the user to determine where the data “lands” when it’s imported – imperative for maintaining a consistent data format over time.
What is XML?
Extensible Markup Language similar to HTML XML data tags label the structure (not the
appearance) of the document Human-readable markup language XML documents must be translated by a
separate program or application (e.g. Excel) - otherwise, they’ll appear as marked up text.
What does it look like?
Example file: sjp_07.xml
How do I get it into Excel?
Open Excel Select Data>XML>Import Example: import sjp_07.xml into Excel
Using XML in Excel
Select data to be imported Assign data positions (map elements) Change field names
Adding new data
Data>XML>XML Map Properties For example:
Overwrite(sjp_07_march.xml)
Append (dup_07.xml)
Who provides XML?
http://www.projectcounter.org/articles.html
What is Project COUNTER?
Counting Online Usage of NeTworked Electronic Resources
Standards for usage reporting
Standard format makes compilation easier: Example
Help!
Some resources: lib-stats listserv: "Lib-Stats hosts information useful for the
analysis of usage statistics in academic (and other) libraries. Current issues are debated on the lib-stats mailing list." To sign up for the mailing list, send an email to [email protected].
microsoft.public.excel: From Google groups. A general discussion group for Excel users. More specialized groups are also listed in Google groups. A good source for VBA macros.
OzGrid Forum: A good source for Excel tips and VBA macros.
Additional Information
http://www.vivalib.org/stats_training/caval_june_2008.html Stats resources Example files PivotTable Tutorial
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