1. How to create an analytics widget and add it to the Alma dashboard
Yoel Kortick
Senior Librarian, Ex Libris

2. Agenda
Introduction
Creating an analytics object
Choosing the widget

3. Introduction
There may be cases where the library has created a useful chart or graph in Alma analytics and certain librarians will want to see it on their Alma dashboard.
This may be done by creating a Widget and then each librarian can choose to have it display in his or her Alma dashboard

4. Introduction
In our case we will use a graph of the average days to arrival per vendor.
The graph is part of a report called “SS Items ordered with sent date and receiving date and TIMESTAMPDIFF and average” in directory “/Shared Folders/Alma University/Reports/Igelu 2014/”

5. Introduction
This is the graph we want to display as the Widget

6. Agenda
Introduction
Creating an analytics object
Choosing the widget

7. Creating an analytics object
From the Alma menu under the ‘Administration” column we will choose “Analytics > Configuration Menu”

8. Creating an analytics object
Then we will choose “Analytics Object List” and “Add new Analytics Object”

9. Creating an analytics object
After clicking “Add new Analytics Object” fill in relevant information
Specify that it is type widget
The folder and report which we want to be in the widget
A relevant title and description
These are the roles which a user must have in order to be able to choose the Widget

10. Agenda
Introduction
Creating an analytics object
Choosing the widget

11. Choosing the widget
To choose a widget a user selects “Add Widget” from the Alma Dashboard

12. Choosing the widget
The user then sees the possible widgets he may add depending on his roles (which were added previously as part of the widget).
Click here to activate it

13. Choosing the widget
Now it appears on the Alma Dashboard and can also be opened in a new window

14. Choosing the widget
Here it is after clicking “Open in a new window”

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