Acquisitions Statistics

 

 

Importing data into the Monthly Expenditure Report Alter the Structure of the Monthly Expenditure Report

 

 

 

Importing data into the Monthly Expenditure Report

 

 

 

1.   If not already open, open a web browser (Internet Explorer or Firefox) and go to: http://www.infosoup.org/manage

 

2.   Under Acquisitions, click on the Fund Reports button

 

3.   Log into the reports  ( "acirc" and password "7213"). 

 

4.   The process to download the report is different depending on if you're using Internet Explorer or Firefox.

 

        Internet Explorer instructions

            1.  In the Millennium icon bar, click the Download button.  You'll likely have to click it twice.

            2.  And depending on your security settings, IE will present a yellow bar that states:  "To help protect your security...  Click here for options...".  Click the yellow bar.

            3.  From the popup window, select Download File

            4.  If at this point you may get a Millennium error page, click the back arrow.

            5.  Try again.  And again.  Third time seems to be the charm for me.

            6.  Finally, you'll get a File Download window.  Windows recognizes that a file is being asked to be download over the Internet.  It presents a security window asking you to confirm the download request.  Click the Save button.

            7.  In the Save As popup window, save the file to the Desktop.  Give the file a .txt extention.  Click the Save button.

            8.  At the Download Complete window, select the Close button.

 

       Firefox instructions

             1.  In the Millennium icon bar, click the Download button.

             2.  The display will change to show the funds in a comma delimited text format. 

             3.  Click File/Save Page As...

             4.  In the popup window, select your Desktop and give the file a name.  If offered, set the file name extension to .txt.  Click the Save button.

 

5.   Open P:\Techserv\Acquisitions\Statistics\New2007AcqMonthlyStats.xls

 

6.   Move to Fund Balances page

 

7.   Move to cell A1.

 

8.   Click File/Open.  Move to your Desktop.  Select the "file name.txt" you saved the above download as. 

 

9.   Excel will open its Import Wizard.  Select the Delimited option.  Click the Next button.  Select the Comma option.  Click the Finish button.  The file opens in a new spreadsheet.

 

10. In this new spreadsheet.  Move to cell A1.  Click Ctrl-Shift-End to select all of the data.  Ctrl-C to copy the data.  Switch to the Fund Balances page.  Make sure you're in cell A1.  Press Ctrl-V to paste.

 

11. Check your pages to make sure your funds updated appropriately.

 

 

Alter the Structure of the Monthly Expenditure Report

 

 

Overview:

 

The Appleton Public Library's Monthly Expenditure Report is generated from fund balance information extracted from the Millennium Acquisitions Client, though we don't actually use the client to extract the data.  Instead, data is culled using the Web Management Reports.  The Fund data in web management reports