Using Alma Analytics with the Tableau Web Data Connector Yoel Kortick Senior Librarian https://cdn.pixabay.com/photo/2016/04/04/14/12/monitor-1307227_960_720.jpg http://www.slideteam.net/wp/wp-content/uploads/2015/11/Using-Images-and-Icons-to-Create-Awesome-Agenda-Slides.1.png

Agenda Introduction The three necessary elements The Tableau Web Data Connector Editing the report appearance in Tableau Updating Data in a Saved Workbook text6

Introduction The Tableau Web Data Connector allows the user to build connections to data from different sources. In this manner an Alma institution can use the Tableau Web Data Connector to combine data from Alma Analytics and one or more additional sources. For more information see Use the new Web Data Connector to reach any data

Introduction In order to facilitate creating the connection from Tableau to Alma Analytics, Ex Libris has built a Web Page which can be “plugged in” to the Tableau Web Data Connector. After pointing to this web page from the Tableau Web Data Connector it’s as simple as merely entering your API Key and the relevant path of your report into the designated fields. No additional configuration is required.

Agenda The three necessary elements Introduction The Tableau Web Data Connector Editing the report appearance in Tableau Updating Data in a Saved Workbook text6

The three necessary elements The URL of the Ex Libris web page The path and name of the Alma Analytics report The API key which allows accessing Alma Analytics reports for your institution

The three necessary elements - #1 The first necessary element is the URL of the web page: https://eu-st01.ext.exlibrisgroup.com/delivery/wdc/exl.html

The three necessary elements - #2 The second necessary element is the API key for your institutions which allows access to analytics reports. (partially blocked for security)

The three necessary elements - #3 The third necessary element is the path of the report. This includes the report name. One way to get the path is via the report properties

The three necessary elements - #3 Another way to get the path is to open the report and copy from the URL everything after “path=“ The path is (and it can be with or without the escape characters, either / or %2F): %2Fshared%2FAlma University%2FReports%2FJR1 usage by month for previous calendar year Note that as is the case any time an API calls an analytics report: the path should be in the “Shared” folders and not under the personal “My” Folders.

The three necessary elements - #3 This is the report path

Agenda The Tableau Web Data Connector Introduction The three necessary elements The Tableau Web Data Connector Editing the report appearance in Tableau Updating Data in a Saved Workbook text6

The Tableau Web Data Connector We will assume that Tableau is installed on your PC. Here we are using Tableau 10.1

The Tableau Web Data Connector Open Tableau and then open a new Tableau workbook. Use the “File” menu on top left or Ctrl+N

The Tableau Web Data Connector Click the blue “Connect to Data” link on the top left

The Tableau Web Data Connector In right hand column choose “Web Data Connector”

The Tableau Web Data Connector Enter the URL which we already mentioned and hit enter: https://eu-st01.ext.exlibrisgroup.com/delivery/wdc/exl.html

The Tableau Web Data Connector You will be presented with the Ex Libris Data Connector URL. Fill in the API Key and path, choose your region, and click “Get data”

The Tableau Web Data Connector The query will execute

The Tableau Web Data Connector You now have the Alma Analytics report in Tableau

Agenda Editing the report appearance in Tableau Introduction The three necessary elements The Tableau Web Data Connector Editing the report appearance in Tableau Updating Data in a Saved Workbook text6

Editing the report appearance in Tableau – Example 1 We will now do as follows after retrieving report “JR1 usage by month - for previous calendar year” Click update now to see the actual data (not mandatory but will ensure you are on the right track) Open a new sheet or use existing sheet on bottom left Put the year key on the top in the "columns" section Change the Year Key to a dimension Put the JR1 Journal usage on the top in the "Rows" See the default line graph we receive Choose a different presentation such as an area chart

Editing the report appearance in Tableau – Example 1 1a. Click “update now” to see the actual data in Tableau.

Editing the report appearance in Tableau – Example 1 1b. See the actual data in Tableau.

Editing the report appearance in Tableau – Example 1 2. Click “Go to worksheet” or open a new worksheet to begin editing the appearance

Editing the report appearance in Tableau – Example 1 3. Put the year key on the top in the "columns" section

Editing the report appearance in Tableau – Example 1 4. Change the Year Key to a dimension

Editing the report appearance in Tableau – Example 1 5. Put the JR1 Journal usage on the top in the "Rows"

Editing the report appearance in Tableau – Example 1 6. See the default graph we receive

Editing the report appearance in Tableau – Example 1 7. Choose a different presentation such as an area chart

Editing the report appearance in Tableau – Example 2 We will now do as follows after retrieving report “2. Ten least expensive titles for previous calendar year” Click update now to see the actual data Open a new sheet or use existing sheet on bottom left Put the LEFT(Title,150) field on the top in the "columns" section Put the Cost per Use measure on the top in the "Rows" (as Sum) See the default line graph we receive Choose a different presentation such as a text table Rename ‘LEFT(Title,150)’ to ‘Title’ Change the Cost Per Use to currency

Editing the report appearance in Tableau – Example 2 1a. Click “update now” to see the actual data in Tableau.

Editing the report appearance in Tableau – Example 2 1b. See the actual data in Tableau.

Editing the report appearance in Tableau – Example 2 2. Click “Go to worksheet” or open a new worksheet to begin editing the appearance

Editing the report appearance in Tableau – Example 2 3. Put the LEFT(Title,150) field on the top in the "columns" section

Editing the report appearance in Tableau – Example 2 4. Put the Cost per Use measure on the top in the "Rows" (as Sum)

Editing the report appearance in Tableau – Example 2 5. See the default graph we receive

Editing the report appearance in Tableau – Example 2 6. Choose a different presentation such as a text table

Editing the report appearance in Tableau – Example 2 7a. Rename ‘LEFT(Title,150)’ to ‘Title’

Editing the report appearance in Tableau – Example 2 7b. Rename ‘LEFT(Title,150)’ to ‘Title’

Editing the report appearance in Tableau – Example 2 8. Change the Cost Per Use to currency

Editing the report appearance in Tableau – Example 2 8. Change the Cost Per Use to currency

Editing the report appearance in Tableau – Example 2 8. Change the Cost Per Use to currency

Agenda Updating Data in a Saved Workbook Introduction The three necessary elements The Tableau Web Data Connector Editing the report appearance in Tableau Updating Data in a Saved Workbook text6

Updating Data in a Saved Workbook Via “File > Save As” it is possible to save a workbook locally

Updating Data in a Saved Workbook Note that this saves the Workbook locally on the PC. To ensure that the data is current it is important to update it from Alma Analytics.

Updating Data in a Saved Workbook Here we are opening an existing workbook

Updating Data in a Saved Workbook After it is open we can click the Data section where it states “Ex Libris” on top left …

Updating Data in a Saved Workbook We will then be prompted to again bring the data from Alma Analytics

Updating Data in a Saved Workbook And the data will be refreshed in the Tableau Data Source

Updating Data in a Saved Workbook And the data will be refreshed in the worksheet of the workbook.

Thank You https://cdn.pixabay.com/photo/2016/04/04/14/12/monitor-1307227_960_720.jpg