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Primo Analytics and Data Visualization (DV) – analyzing device usage

In this blog post we will be using Primo Analytics Data Visualization (DV) to analyze which devices are being used in Primo discovery.

We will do this using OAS (Oracle Analytics Server) Data Visualization, specifically how it is used with Alma in the framework of Alma Analytics.

In the example here we will be creating an analysis of which devices are and are not being used for Primo discovery.  We will show various stages in the process in order to highlight various options in the creation of the visualization.  The same method used here can be used for other analyses in other subject areas.

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 project, which will contain a canvas with our desired visualizations. From within the Data Visualization create a project

3. Now we will choose the relevant subject area for the project. In this case we are choosing subject area “Primo Device Usage”

4. Make initial report by dragging the following fields from the left pane to the canvas (on the right):

  • “Device Usage > Device” (in the columns)
  • “Device Usage > Sessions” (in the values
  • “Dates > Year” (in the rows)
  • “Dates > Month (number)” (in the rows)

Drag this field into the filter section on the top and filter by “Aug. 1, 2018 – Mar. 31, 2019”

  • “Dates > Date”

We can see here that we have chosen to display in a pivot

5a. Select the fields which we will not want to be part of the visualization and filter them out.  Here we are removing three devices then via right-click choosing “Remove Selected”.

5b. Now we see that a filter has been automatically added to the visualization and we have only the devices we want to see.

6. Change the visualization to be a line graph.  Select the new visualization from where it currently states “Pivot” on the top left and choose a line graph

7.  Let’s change the filter again for “Device” and exclude also Laptop

8.  See the results. We have a line graph in the desired time range for 3 devices: android, ipad and iphone


9. Let’s save



10. In addition to the line graph let’s view the data in another visual on the same canvas.  Instead of choosing a new visual instead of the line graph we will duplicate the existing visual and then change it

11. Now have two of the same visuals

12. Let’s choose the visual on the right to be a Donut

13. Now we have two visualizations on the same canvas: a line graph and a Donut

14. The year and month in the line graph is useful, but not in the Donut.  Let’s remove the year and month from the donut visualization and leave them in the line graph.  Now in the left pane we see that for the Donut we have “Sessions” for the Values (Slice) and “Device” for the Color, with “Category” between them.

17.  Share the project to a file.  First click the “Share” icon, then choose t0 share it to a file and choose the desired file format.


18. Here it is:

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