Show folder and column details in filters in alma analytics where multiple columns have identical names.
When creating a repost in Alma there are certain subject areas (e.g Physical Items) where a column name is identical across multiple folders.
For example:
Material Type (Physical Item Details)
Material Type (Bibliographic Details)
Material Type (PO Line)
when viewed in "Create" view in Alma you can see the folder headings above the column headings and there identify which is which.
However when used as filters, only the column heading is displayed - therefore it is impossible to identify which is which without clicking into each filter and looking for Column Formula to see which folder it comes from.
Snip attached .
Please show Folder>Column details in filter display.
Dear Colleagues,
if the suggested solution available within analytics is not sufficient, please respond with an explanation why. Otherwise we will be closing this idea.
Thank you for your feedback,
Shoshana
-
Laura commented
Hi Shoshana,
The workaround does work but I agree with Jung Ah Lee that this may not be that easy for incidental users unfamiliar with SQL and also it puts the onus on the user to fix the issue rather than the functionality of analytics meeting the user's needs. -
Jung Ah Lee commented
Yes, that's a workaround and I do that sometimes but it's not a user friendly solution for people who are not familiar with SQL.
-
Dear Colleagues,
I agree that this is an issue requiring a solution, and am happy to let you know that you can easily fix this yourselves without customizing any headings.
When you create a new filter (or edit an existing filter) you can check a box for "Convert this filter to SQL". Clicking OK will open another pop-up, click OK again.
You will then see both the folder name and the field name in the filters. See the attached file for an example.
If this solution does not work, please let me know.Thanks,
ShoshanaShoshana de la Fuente
Product Owner
Alma Analytics -
Tom Kistell commented
This would be really helpful. Thanks for proposing it.
-
Kathleen O'Brien commented
This would be very handy -- I find I am constantly editing the formula for these fields to add a custom heading that includes the subject area.
-
Jay Wiese (FLVC) commented
I would also like the ability to rename a filter--I sometimes filter on calculated columns, and the filter names can get pretty unwieldy, especially if a CASE statement is involved