Identifying facet usage in Primo VE in Data Visualization (DV) using a calculation
In this blog post we will be using Primo Analytics Data Visualization (DV) to analyze which facets are being used in our Primo VE discovery. Along the way we will create two different calculations to further analyze the situation.
While Alma Data Visualization and Primo VE Data Visualization are accessed from separate menu entries, the methods of using the Data Visualization is the same (it is the same Data Visualization but with different data).
1. First we will access the Data Visualization for Primo. From within Alma “Choose Data Visualization (Primo)”. This option is available for those institutions already using Primo VE.
2. Now we will create a workbook, which will contain a canvas with our desired visualizations. From within the Data Visualization create a workbook:
3. Now we will choose the relevant subject area for the workbook. In this case we are choosing subject area “Primo Facet Usage”
4. Let’s filter by the previous 24 complete months. Drag the field “Date Filter” from the “Dates” folder to the top “filter” section and filter by “Date Filter” equals “Previous complete 24 months”
5. First we will drag measure “# Facets Selected” from the “Facet Usage” folder to the canvas. Because this is a measure the default visualization will be a Tile. We will change it to a table.
6. Now we will drag field “Facet Value” from the “Facet Usage” folder to the canvas. We now have a table of all facets and how many times each was chosen by a user in Primo VE in the past complete 24 months
7. We have cases where there is no facet chosen no the field is blank.
8. We will create a “calculation” which will be exactly like the “Facet Value” but when it is blank it will say “No Facet Chosen”. In the data panel click the + and select “Add Calculation”.
9. In order to easily get the syntax of the calculation select “Case (Switch)” from the right side and double click it
It gets added to the field and on the right side we have an explanation of how the syntax is used.:
10. Change the syntax to:
CASE "Primo Facet Usage"."Facet Usage"."Facet Value" WHEN NULL THEN 'No Facet Chosen' ELSE "Primo Facet Usage"."Facet Usage"."Facet Value" END
Call the facet whatever you want, we will call it “Facet Value”. Click “Save”. It is recommended to first click “Validate” to ensure the syntax is correct.
11. Now we have a new calculation called “Facet Value” under “My Calculations”.
12. In the canvas replace the “Facet Value” used above from the “Facet Usage” folder with the new “Facet Value” from “My Calculations”. You can either
A. delete the one from the “Facet Usage” folder and then add the one from “My Calculations”
B. drag the one from “My Calculations” on top of the one from the “Facet Usage” folder in the Grammar Panel and it will replace it
Here is option B
13. Now instead of being empty the facet value states “No facet chosen”.
14. Let’s now get the top 10 facets. Drag the field “Facets Selected” to the top filter section. Select the three dots next to the field name. Change the type to “top N” and then make it “Top 10”.
15. Now we have the top 10 Facets chosen in the last complete 24 months.
16. We can easily sort descending
17. Perhaps now we want to do a comparison between how many times “Full Text Online” was chosen as a facet value and how many times “Full Text Online” was not chosen as a facet value.
We can either delete the old calculation and create a new one, or edit the existing calculation. This can be done by doing right click on it.
We can do this by creating a calculation, like we did above. This time our expression will be:
CASE "Primo Facet Usage"."Facet Usage"."Facet Value" WHEN 'Full Text Online' THEN 'Full Text Online' ELSE 'Not Full Text Online' END
Here is a new calculation:
18. Now we have a table with how many times “Full Text Online” was and was not chosen in the last complete 24 months.
19. Let’s change it to a Donut:
20. To make the Donut look more clear let’s move the facet value to the color section.