Staff Monthly Reports

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2. In the "Select Name" column highlight your name, then set the month value to the month you wish to collect data from in the "Export Record Set" column. Click the "Selected User Monthly Export" button found at the bottom of the yellow export column. <br>
 
2. In the "Select Name" column highlight your name, then set the month value to the month you wish to collect data from in the "Export Record Set" column. Click the "Selected User Monthly Export" button found at the bottom of the yellow export column. <br>
  
3. Allow Shift_Reporter to export the monthly report (you will know it is finished when lots of path text show up in the "LOG" panel). Then locate your report on the sharedrive in S:\Digital Projects\Administrative\scripts\Shift_reporter\exports <br>
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3. Allow Shift_Reporter to export the monthly report (you will know it is finished when lots of path text show up in the "LOG" panel). Then locate your report on the sharedrive in S:\Digital Projects\Administrative\scripts\Shift_reporter\exports. your XML export will be named with your name and the date it was created <br>
  
 
4. Open your report with Microsoft Excel and choose "use the XML Source task pane" when prompted, then say yes to having Excel create a schema for the xml file. <br>
 
4. Open your report with Microsoft Excel and choose "use the XML Source task pane" when prompted, then say yes to having Excel create a schema for the xml file. <br>
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[[Image:Xml_source_pane.jpg]]
 
[[Image:Xml_source_pane.jpg]]
  
5. once the "XML Source" pane opens with your data, CTRL+Click Category and then hours and then drag and drop those two selected fields on to cell A1. <br>
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5. once the "XML Source" pane opens with your data, CTRL+Click "category" and then "hours" and then drag and drop those two selected fields on to cell A1. <br>
  
6. With the selected data, navigate on the Excel toolbar to Insert, Pie and select a pie chart template. Adjust the resulting pie chart of data however you want. <br>
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6. Click the "Refresh" icon located in the "External Table Data" tool set. this will populate the rows under your "category" and "hours" headers with all the values for those fields that were found in the shiftreporter export. <br>
  
7. Save the Shift reporter export somewhere you can find it. <br>
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7. Select columns "A" and "B" and then use the filter dropdown next to the "hours" header to "Sort largest to smallest" . <br>
  
8. Open an email and address to everyone in the department. <br>
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8. Make a pie chart of your overall work efforts by clicking on the "Insert" tab, selecting "Pie" under the "Charts" tool set, and then right click on the blank chart and choose "Select Data" . <br>
  
 
9. Write a brief report of what you did this month paste the pie chart into the email and attach the excel file of Shift_Reporter export. <br>
 
9. Write a brief report of what you did this month paste the pie chart into the email and attach the excel file of Shift_Reporter export. <br>
  
 
10. Send. <br>
 
10. Send. <br>

Revision as of 09:51, 27 August 2015

At the end of each month, Metadata and Digital Services employees are asked to create report of the work they did that month. This report can easily be collected from the records you entered into Shift Reporter throughout the month.

The steps to create the report are as follows:

1. Open Shift_Reporter located here, S:\Digital Projects\Administrative\scripts\Shift_reporter

2. In the "Select Name" column highlight your name, then set the month value to the month you wish to collect data from in the "Export Record Set" column. Click the "Selected User Monthly Export" button found at the bottom of the yellow export column.

3. Allow Shift_Reporter to export the monthly report (you will know it is finished when lots of path text show up in the "LOG" panel). Then locate your report on the sharedrive in S:\Digital Projects\Administrative\scripts\Shift_reporter\exports. your XML export will be named with your name and the date it was created

4. Open your report with Microsoft Excel and choose "use the XML Source task pane" when prompted, then say yes to having Excel create a schema for the xml file.

Xml source pane.jpg

5. once the "XML Source" pane opens with your data, CTRL+Click "category" and then "hours" and then drag and drop those two selected fields on to cell A1.

6. Click the "Refresh" icon located in the "External Table Data" tool set. this will populate the rows under your "category" and "hours" headers with all the values for those fields that were found in the shiftreporter export.

7. Select columns "A" and "B" and then use the filter dropdown next to the "hours" header to "Sort largest to smallest" .

8. Make a pie chart of your overall work efforts by clicking on the "Insert" tab, selecting "Pie" under the "Charts" tool set, and then right click on the blank chart and choose "Select Data" .

9. Write a brief report of what you did this month paste the pie chart into the email and attach the excel file of Shift_Reporter export.

10. Send.

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