[IUG] One year's paid data from serial records

["Linda A. Brown" <lbrown at bgnet dot bgsu dot edu>]

Hi,
Has anyone discovered a strategy for creating an Excel spreadsheet 
using data from serial records in III, to include order record 
number, title, and paid amount for the most recent past fiscal year, 
i.e. July 2005-June 2006?

Specifically, we have created a list of all current periodical 
subscriptions.  We would like to export to Excel, the titles, order 
record numbers, and paid amounts for the fiscal year 2005-2006 
only.  III Millennium permits export of paid data but we've not found 
a way to limit paid data by date.  All paid data for all years 
included in each order record are exported to Excel.  The number of 
payments in each order record varies by title, based on the number of 
years the title was subscribed.  Therefore the paid data for a 
specific year for the titles in the spreadsheet do not line up in a 
column.  This means that every row (i.e. every title's data) must be 
manipulated manually to align, into a single column, all paid data 
from one specific year for all titles.  For a spreadsheet containing 
thousands of titles this is not practical.

Has anyone found an alternative strategy to use in Millennium?  The 
capability to limit paid amount by year was present in the 
character-based version of the III system, but that capability 
apparently has been removed.

Thank you in advance for your suggestions.
--Linda


Linda A. Brown
Coordinator of Collections
Associate Professor
University Libraries
1001 E. Wooster
Bowling Green State University
Bowling Green, Ohio 43403

Voice: 419-372-7894
Fax:    419-372-7996
lbrown at bgnet dot bgsu dot edu 

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