How to view and manipulate an ALEPH report in Excel Version 16 Yoel Kortick.

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Presentation transcript:

How to view and manipulate an ALEPH report in Excel Version 16 Yoel Kortick

How to view and ALEPH report in Excel 2 All of the information in this document is the property of Ex Libris Ltd. It may NOT, under any circumstances, be distributed, transmitted, copied, or displayed without the written permission of Ex Libris Ltd. The information contained in this document has been prepared for the sole purpose of providing information for the members of the ICC Israel College Consortium. The material herein contained has been prepared in good faith; however, Ex Libris disclaims any obligation or warranty as to its accuracy and/or suitability for any usage or purpose other than that for which it is intended. © Ex Libris Ltd., 2006

How to view and ALEPH report in Excel 3 ALEPH reports in Excel In this PowerPoint presentation we will: Have a report already created from ALEPH Open report in Excel 1. By copying the report from ALEPH to Excel 2. By importing the data from ALEPH XML to Excel In both cases we will use a report produced via the service “Loan Reports (cir-04)”. The output file is called loan_report_cir_04.

How to view and ALEPH report in Excel 4 ALEPH reports in Excel In this PowerPoint presentation we will not: Discuss how to create reports in ALEPH We will begin from stage where report has already been created and we view it in task manager

How to view and ALEPH report in Excel 5 ALEPH reports in Excel – Copy and Paste Via the task manager we will Set the system to “print preview” Bring the report to the PC Open the report Copy the report Option One: Copy report from ALEPH Task Manager to Excel

How to view and ALEPH report in Excel 6 Set printing mode to “Print Preview” Right click printer icon on bottom left of GUI and choose “Preview”

How to view and ALEPH report in Excel 7 Transfer report to PC and view Select file, click arrow. File will transfer via ftp to upper window (which is on the PC) Click “Print” icon

How to view and ALEPH report in Excel 8 View file on PC

How to view and ALEPH report in Excel 9 Copy file on PC 1.Click with mouse anywhere on report 2.Do ctrl a (on keyboard) to select all 3.Do ctrl c (on keyboard) to copy 4.Report will be copied to clipboard of windows

How to view and ALEPH report in Excel 10 Paste report into Excel 1.Open new Excel Sheet 2.Do ctrl v (on keyboard) 3.Report will paste into Excel

How to view and ALEPH report in Excel 11 Working with Report in Excel You may now do whatever you want with the data in Excel. It may be sorted, formatted, etc, as with any Excel worksheet.

How to view and ALEPH report in Excel 12 Importing ALEPH report data to Excel Now we will do the second option: Importing the XML data from the ALEPH report to Excel. In order to do so we will first remove the first line from the report file on the PC.

How to view and ALEPH report in Excel 13 Importing ALEPH report data to Excel When we transferred the file from the server to the PC in slide 7, the file went to directory: C:\AL500\[module]\[library]\print For example:

How to view and ALEPH report in Excel 14 Importing ALEPH report data to Excel Open the file in notepad, remove the first line, and save Remove this row. This row is what tells the ALEPH task manager to open the file. To import the file to Excel as XML data, the line should be removed. Removing this line makes the file “pure” xml.

How to view and ALEPH report in Excel 15 Importing ALEPH report data to Excel Open Excel worksheet and choose: “Data > XML > Import”

How to view and ALEPH report in Excel 16 Importing ALEPH report data to Excel Go to directory to which file was brought:

How to view and ALEPH report in Excel 17 Importing ALEPH report data to Excel Choose “Files of type: All Files”

How to view and ALEPH report in Excel 18 Importing ALEPH report data to Excel Select file and click “Import”

How to view and ALEPH report in Excel 19 Importing ALEPH report data to Excel Click “OK” in the Import Data dialog box

How to view and ALEPH report in Excel 20 Importing ALEPH report data to Excel Data has been imported to Excel and may be manipulated as in any other Excel file. You may reorganize, delete, format, etc. all of the columns and rows.