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Requester”.”User – Linked from Institution Name”
Workaround
Filtering
If you are filtering using any of the five fields above, make sure to include both the campus name version that include the comma and the version without the comma.
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University of California, Santa Cruz
University of California Santa Cruz
Modify the Display
In cases where the report results include both the old and new organization name, one campus may appear in multiple rows. In the example below, UC Santa Barbara is appearing twice:
Linked From Institution Name | # of requests |
University of California Berkeley | 47 |
University of California Davis | 86 |
University of California Irvine | 72 |
University of California Los Angeles | 129 |
University of California Riverside | 64 |
University of California San Francisco | 8 |
University of California Santa Barbara | 34 |
University of California Santa Cruz | 10 |
University of California, Merced | 9 |
University of California, Santa Barbara | 70 |
University of California, Santa Cruz | 22 |
In many cases, we can simplify the resulting output by using a formula in the impacted column.
Steps
Edit the Analytics report you wish to modify.
Click the gear symbol next to the field that contains both the old and new organization unit name. In the case above, it’s the Linked From Institution Name field.
Click on Edit formula.
Note what the full field’s name is. In this case, it’s "Requester"."Linked From Institution Name".
Paste the following formula:
Code Block CASE WHEN "Requester"."Linked From Institution Name" = 'University of California, Santa Cruz' THEN 'University of California Santa Cruz' WHEN "Requester"."Linked From Institution Name" = 'University of California, Santa Barbara' THEN 'University of California Santa Barbara' WHEN "Requester"."Linked From Institution Name" = 'University of California, Merced' THEN 'University of California Merced' WHEN "Requester"."Linked From Institution Name" = 'UC Merced' THEN 'University of California Merced' ELSE "Requester"."Linked From Institution Name" ENDIf modifying a different column than "Requester"."Linked From Institution Name", substitute all references of "Requester"."Linked From Institution Name" with the appropriate field name. For example, if we were retrieving ”Loaned at Institution Name”, our code would look like this:
Code Block CASE WHEN "Loan Details"."Loaned at Institution Name" = 'University of California, Santa Cruz' THEN 'University of California Santa Cruz' WHEN "Loan Details"."Loaned at Institution Name" = 'University of California, Santa Barbara' THEN 'University of California Santa Barbara' WHEN "Loan Details"."Loaned at Institution Name" = 'University of California, Merced' THEN 'University of California Merced' WHEN "Loan Details"."Loaned at Institution Name" = 'UC Merced' THEN 'University of California Merced' ELSE "Loan Details"."Loaned at Institution Name" ENDIf desired, click the checkbox for Custom Headings and next to Column Heading enter a useful label.
Click Ok and then run your report like normal. Note: if you get a “Formula syntax is invalid” error, double check you do not have any “smart quotes” in you SQL. They must be straight quotes.
After modification, our original results would look like this:
Linked From Institution Name (with formula) | # of requests |
University of California Berkeley | 47 |
University of California Davis | 86 |
University of California Irvine | 72 |
University of California Los Angeles | 129 |
University of California Merced | 9 |
University of California Riverside | 64 |
University of California San Francisco | 8 |
University of California Santa Barbara | 104 |
University of California Santa Cruz | 32 |
You can also see an example report that uses this method in Alma Analytics from browsing to /Shared Folders/University of California System 01UCS_NETWORK/Reports/CDL IC and running “Organization Unit Change Test – Requests – with formula change”
Related Documents
Decision Page: Organization Unit Name Change