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Using Filters with Alma Analytics Data Visualization (DV)

In this blog post we will be show how filters are used with Alma Analytics Data Visualization (DV).

We will do this using OAS (Oracle Analytics Server) Data Visualization.

There are four kinds of filters:

  1. Date
  2. Range
  3. List
  4. Expression

Date

  • Uses calendar controls to adjust time or date selections
  • Drag to the filter bar (top filter section) and either
  1. Manually put in the dates of the range
  2. Choose the start and end date from the calendar pickers.  In the calendar picker the user can click the month or year and then get list to choose from

For example here we drag the loan date in the fulfillment subject area to the filter bar

For example here we have chosen data range from the calendar for Jan. 1, 2020 to Feb. 29, 2020

Here, instead of manually choosing a date from the calendar, we manually type in the end date and press “enter” to change to end date Jan. 31, 2020

Here we click the month in the calandar to choose a different month.  We could also click the year to choose a different year.

Range

  • Used for measures, numbers which can be aggregated
  • When dragging to the filter bar (top filter section) can either
  1. Manually put in the limits of the range
  2. Drag the sliders (range indicators).

Examples:

  1. “Funds Expenditure” subject area,  “Fund Transactions” Subject Area folder,  “Transaction Expenditure Amount” field.
  2. “Fulfillment” subject area, “Loan” folder, “Number of loans (not in house)” field

Here for example we filter by transaction expenditure amount.  It is possible to either manually enter the start and end range or drag the range indicators with mouse.

List

  • Used for text and numbers which are not measures
  • Drag to the filter bar (top filter section) and do as follows:
  1. Search for a value and then click specific ones or select all
  2. The values then appear in right pane
  3. Use the 4 lines on top right to either include or exclude selections
  • Can also right click one or more values in a visualization and choose “keep selected” or “remove selected”

 

Examples:

  • LC Classifications” shared folder, “LC Classification Code”  field
  • “Fulfillment” subject area, “Borrower Details” folder, “User Group” field

Here we have search for LC Classification Code begins with H

Here we have clicked select all so that our filter will be for all LC Classification Codes which begin with H

Expression

  • Possible to define more complex filters using SQL expressions.
  • Choose “Filters > Add Expression Filters“ and

 

  1. Drag a field from left pane into expression box
  2. Manually start typing the filkter syntax and optionally choose an operator from the f(x) link
  3. Enter parameter then “validate” and “apply”

Example:

  • lower(Subjects) LIKE ‘%feminism%’
  • Electronic Collection Public Name LIKE ‘Alexander %’
  • Transaction Amount between 1000 and 10000

Here we add an expression filter

Here we add the title to the expression filter

Here we write an expression and click “Validate” to make sure it is correct.  Then we will click “apply”

Now we have results according to the expression

Here is another example with

Transaction Amount between 5000 and 6000

And here are results based on the expression

 

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