Admins: To filter a Category Report down to the primary categories, create a Pivot Table in Excel

To create a Category Report that is summarized at the Primary Category level, pull an ebrary Category Report, then open it in Excel and use the Pivot Table tool.

Detailed steps:

  1. Pull an ebrary Category Report for the desired period, choose “CSV” format
  2. Open the CSV file in Excel
  3. Delete the first three columns (“Year”, “Month”, “ChannelUsed”) so that “Category” is the first column
  4. Click the top-left cell, “Category”
  5. Under the “Insert” tab, click “PivotTable
     

  6. The data cells will likely be automatically selected and filled in as the “Table/Range” (if not, manually select the titles and data)
  7. Click “OK
  8. In the “PivotTable Field List” box over at the right, click the checkbox next to “Category”, this will set it as the Row Label
     

  9. Drag each of the usage headings, e.g. “PagesViewed”, “PagesCopied”, etc., to the “Σ  Values” box at the bottom-right
     

  10. The completed “PivotTable Field List” box should look like this:
     

  11. Click on the created Excel page and format as desired.  Note that the pivot table is in a new tab to the left of the original CSV report.