Make Reports from SirsiDynix WorkFlows Sortable by Using Excel

When you view a report in SirsiDynix WorkFlows, you can use Excel 2007 to sort the data to make the information easier to read & use.  For example, you can sort titles in alphabetical order, call numbers or zip codes in numerical order, or whatever suits your needs.

Here's how to do it:

  1. View the WorkFlows report.
  2. On the Finished Reports > View Finished Reports dialog window, un-click the box next to "Format report".
  3. Click the OK button.
  4. When the report opens in WordPad, use your mouse to mark the text, then press Ctrl + C keys to copy it.
  5. Start Excel, and open a new blank worksheet.
  6. With the cursor in cell A1, press the Ctrl + V keys to paste the text into the spreadsheet.
  7. Click the header for Column A.
  8. Click the "Data" tab on Excel's ribbon.
  9. Click "Text to Columns" on the Excel's Data ribbon.  This will open the Convert Text to Columns Wizard window to step 1 of 3.
  10. Make sure the circle next to Fixed width is chosen, and click the Next button.
  11. At the step 2 of 3 window you're shown a preview, where you can edit column break lines, then click the Next button.
  12. On the step 3 or 3 window, change the Column data format to Text by clicking the circle next to it.  (This ensures barcodes are treated as plain text numbers, and aren't treated as numbers in a formula to be calculated.)
  13. Click the Finish button.  And if it doesn't look quite right, just press the Ctrl + Z keys to revert the spreadsheet back so you can re-try.
  14. You can adjust the width of columns so all the data displays well.
  15. To sort data in a column, click on the column header, click the Sort A-Z on Excel's Data ribbon, and choose "Expand the selection."

If you have any questions, feel free to contact Karen at boehing@winnefox.org or Karla at smith@winnefox.org.  Both will be at the All-WALS meeting on November 30th, and can demo a run-through of this process for you.

Topic: