IEEE Member and Geographic Activities

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href="/volunteer-hub/volunteer-tools/ou-analytics" class="pathway">OU Analytics</a></li><li class="active">Questions & Answers</li></ul> </div> </div> </div> </div> <div class="container"> <div id="content" class="row"> <article id="content-column-2" class="col-md-9 col-md-push-3"> <div itemprop="articleBody"> <h1>Questions & Answers</h1> Click on the Question below to bring you to the answer: <ol> <li> <h3><a href="#QandAone">How do I log into IEEE OU Analytics</a></h3> </li> <li> <h3><a href="#QandAtwo">Who has access to OU Analytics</a></h3> </li> <li> <h3><a href="#QandAthree">Is there training available for OU Analytics</a></h3> </li> <li> <h3><a href="#QandAfour">In SAMIEEE, I had many queries saved to MyDocuments.   Will they be moved over?</a></h3> </li> <li> <h3><a href="#QandAfive">When I filter within a visualization, how do I go back to my previous view</a>.</h3> </li> <li> <h3><a style="text-decoration-line: underline; outline: 0px;" href="#QandAseventeen" target="_self">How do I save and name a View in a Dashboard?</a></h3> </li> <li> <h3><a href="#QandAsix">How do I Download?</a></h3> </li> <li> <h3><a href="#QandAseven">How do I download a Pie Chart</a></h3> </li> <li> <h3><a href="#QandAeight">When I try to download a Table, I do not get the Crosstab option.</a></h3> </li> <li> <h3><a href="#QandAnine">How do I find the YP (or WIE) Members in my Section (as a Section Officer)</a></h3> </li> <li> <h3><a href="#QandAten">How do I find my Chapter Members?</a></h3> </li> <li> <h3><a href="#QandAtwelve">How do I find my “First Year Renewed” members?</a></h3> </li> <li> <h3><a href="#QandAthirteen">How do I find new members who have joined during last month.</a></h3> </li> <li> <h3><a href="#QandAfourteen">How do I find members who are eligible for senior membership elevation (1st level)</a></h3> </li> <li> <h3><a href="#QandAfifteen">I can’t find the “society list” field so I can see what Societies my members belong to</a></h3> </li> <li> <h3><a href="#QandAeleven">How do I select current Chapter Chairs (or other officer positions) for my Section</a></h3> </li> <li> <h3><a href="#QandAsixteen" target="_self">How do I obtain a list of Student Branch Chapter Officers for my Society?</a></h3> </li> <li> <h3><a href="#QandAeighteen" target="_self">How do I find Member Volunteer History (to find potential volunteers or history of an individual volunteer)?</a></h3> </li> <li> <h3><a href="#QandAninteen" target="_self">How do I find Female Members in my Section?</a></h3> </li> <li> <h3><a href="#QandAtwenty" target="_self">How do I find LIFE members in my Section(s)?</a></h3> </li> <li> <h3><a href="#QandAtwentyone">How to save Mailing lists for e-notices (Is there a streamlined way to feed the e-notices?)</a></h3> </li> <li> <h3><a href="#QandAtwentytwo">If I create my own email list, how can I be sure I am not contacting members who do not want to receive email?</a></h3> </li> <li> <h3><a href="#QandAtwentythree">If I use Listserv, what do I need to do to be GDPR compliant?</a></h3> </li> <li> <h3><a href="#QandAtwentyfour">Are there any OU Analytics Users Groups?</a></h3> </li> <li> <h3><a href="#QandAtwentyfive">Why don't all volunteer positions show up in Volunteers Positions and History tabs?</a></h3> </li> <li> <h3><a href="#QandAtwentysix">How do I find Years of Service for Members (to use for Service Awards)?</a></h3> </li> <li> <h3><a href="#QandAtwentyseven">How do I find a list of Schools for my Region with count of Students?</a></h3> </li> <li> <h3><a href="#QandAtwentyeight">How do I select current Student Branch Chapter Officers for my Society?</a></h3> </li> <li> <h3><a href="#QandAtwentynine">How do I obtain New and Reinstated Society/Council Member lists?</a></h3> </li> <li> <h3><a href="#QandAthirty">How do I Lookup/Search for an Individual Member? (Not have to run and download a full list of members)</a> </h3> </li> <li> <h3><a href="#QandAthirtyone">How do I pull the Crosstab file into Excel as a CSV?  (to keep preceding 0’s in member numbers and format Phone Numbers correctly and not as a calculated field)</a></h3> </li> <li> <h3><a href="#QandAthirtytwo">How do I find members who are YP Eligible and are not currently YP Members?</a></h3> </li> <li> <h3><a href="#QandAthirtythree">How do I obtain a report with Member Interest Profile Information?</a></h3> </li> <li> <h3><a href="#QandAthirtyfour">When downloading in OU Analytics - Excel vs CSV</a></h3> </li> <li> <h3><a href="#QandAthirtyfive">How to find who has served more than six years in an officer position?</a></h3> </li> <li> <h3><a href="#QandAthirtysix">How to find total length of service for volunteers in an OU</a></h3> </li> <li> <h3><a href="#QandAthirtyseven">How to Create a Choropleth Map showing Count of Members by Postal Code</a></h3> </li> </ol>   Q:        <a id="QandAone">How do I log into IEEE OU Analytics</a>  A:        <a href="https://tblanalytics.ieee.org/">https</a><a href="https://tblanalytics.ieee.org/">://tblanalytics.ieee.org/#/site/IEEE/views/LandingPage_0/LandingPage?:</a><a href="https://tblanalytics.ieee.org/">iid=1</a>             Or the link on the mga OU Analytics homepage at:  <a href="/resources-operations/volunteer-tools/samieee">https://mga.ieee.org/resources-operations/volunteer-tools/samieee</a>   Q:        <a id="QandAtwo">Who has access to OU Analytics:</a> A:        Access to the new Dashboards continues to be based on the volunteers’ position and OU.  For a list of volunteer positions,            go to: <a href="/component/content/article/190-samieee-volunteer-automatic-access-positions?Itemid=502"></a>  <a href="/resources-operations/volunteer-tools/samieee/samieee-volunteer-automatic-access-positions">https://mga.ieee.org/resources-operations/volunteer-tools/samieee/samieee-volunteer-automatic-access-positions</a>   Q.         <a id="QandAthree">Is there training available for OU Analytics:</a> A:         Training materials are available on the MGA Web site at: <a href="/resources-operations/volunteer-tools/samieee/11-operations/318-ou-analytics-training-materials">https://mga.ieee.org/resources-operations/volunteer-tools/samieee</a>   Q:         <a id="QandAfour">In SAMIEEE, I had many queries saved to MyDocuments.   Will they be moved over?</a> A:         The old SAMIEEE queries are not compatible to pull into the new tool. Open OU Analytics Most queries that were available in the Section or Society Dashboards are available using OU Analytics Dashboards.  Once you have made your selection using the available filters, you can “save” that view to the dashboard, and then pull it up quickly the next time you need to view it.             To save a current view: Click on “Original View” located on the upper right side of screen Type in the name you would like to save the view as in the “Name this view” field. Click on Save.   View is now saved as named title. Click on ‘Original View – default” to return to Original View. While in IEEE OU Analytics, to change view of a specific dashboard, click on Original View and in “My Views”  make a selection. Important Note:  Views pertain to only the Dashboard it is created on.   Q:          <a id="QandAfive">When I filter within a visualization, how do I go back to my previous view.</a> A:          Undo changes Use the Undo button to reverse back through the changes you’ve made to the view.   It will remember each step and undo one at a time.  Revert Use the Revert button to restore filters to original view maintained on dashboard.  This action reverts all dashboards to original view and removes all changes/selections made to filters. Q:         <a id="QandAsix">How do I Download</a> A:         In Dashboard view, on any Tab, click on the Download button on the top right of the screen.               The following options are available:                  Image – downloads the image on your screen (full screen) to a png file.                  Crosstab – (recommended download option) downloads the data to an excel or csv file.                  PDF – downloads the image of selected view on the screen to a PDF file.                  Powerpoint – downloads the full selected view of the dashboard  into a powerpoint presentation.             Select Crosstab.  Select Sheet to be downloaded (tables and graphs are considered sheets).             Select format to download into; excel or csv (tab delimited) format.                    Note:  Excel will produce fields that are merged due to identical data.                  Choose csv (data downloads as tab delimited) if you need data to be easily manipulated/sorted/etc, .                   This places data in individualized fields.     Q:         <a id="QandAseven">How do I download a Pie Chart</a> A:         View the instructions for Question #7 above "How do I Download"   Q.         <a id="QandAeight">When I try to download a Table, I do not get the Crosstab option.</a> A:         View the Instructions for Question #7 above "How do I Download"   Q:        <a id="QandAnine">How do I find the YP (or WIE) Members in my Section (as a Section Officer)</a> A:         Open OU Analytics             Use the Memberships, Subscriptions, and More ...  Dashboard Click on the second tab "Product Summary by Region by..."      Memberships, Subscriptions, and More – Product Summary (table) In the available filters select: -   Product Type:   Memberships  -  Click Apply -   Product Name:  Deselect All, then scroll down to select IEEE Young Professionals (or IEEE Women in Engineering Membership) - Click Apply On the Region Column – Scroll and click on plus sign (+) to open Section column. Click on your Section Name     – Hover over to view Tool Tip     –  click on “Keep Only”     –  Hover over again to view Tool Tip and select “View Details”      –  Click in Grey Area of columns      – To download the data, see Question #7 "How do I Download".   Q.         <a id="QandAten">How do I find my Chapter Members?</a> A.         Open OU Analytics Use the Memberships, Subscriptions, and More  . .  Dashboard Click on the second tab "Product Summary by Region by..." Memberships, Subscriptions, and More – Product Summary (table) In the available filters select: -   Product Type:   Memberships  -  Click Apply -   Product Name:  Deselect All, then scroll down to select Society (or more if joint chapter)  - Click Apply On the Region Column – Hover over and click on plus sign (+) to open Section column. Scroll down and click on your Section Name – Hover over to view Tool Tip – click on “Keep Only” -  Hover over again to view Tool Tip and select “View Details” -  Click in Grey Area of columns – click on Download and download selecting Crosstab.              Note: If Joint Chapter, this will provide you with duplicate lines in the report if the member belongs to more than one of the societies.    You will need to de-dupe the file.   Q:       <a id="QandAeleven">How do I select current Chapter Chairs (or other officer positions) for my Section</a> A:        Open OU Analytics:             Select Volunteer Positions.  This dashboard does not have a OU limitation.  As in the IEEE Organizational Roster, users have access to view all OU Units.              On the Volunteer Positions Dashboard, select a specific Section: Organizational Unit Type – Deselect All – Select Section(s) – click on Apply Organizational Unit (OU) Name – Deselect All - Select Section(s) – click on Apply      This view will show all positions on a Section Level (Parent Level) Click on the “Volunteer Positions in Related OUs” tab      This view will show all active positions (Child Level) under the selected Section(s).  In positions where there is not a current officer, the name will be blank.     All child officer positions are available. On Position filter, Deselect All - Select Chapter Chair – click on Apply To download the data, see Question #7 "How do I Download". <p class="MsoNormal" style="margin-bottom: 7.5pt; text-indent: 0.5in; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"> Use the above instructions to find any/all Officer Positions.  Make sure to select the Organizational (OU) Type (Region,              Section, Society, etc) and the Organizational Unit (OU) for the Parent Level (Executive Officers of the OU selected).  And              then select the Volunteer Positions in Related OUs tab to find positions under the Parent (Child Level).   The Position Filter              can be used to further define Officer Positions for that Dashboard level.    Q:         <a id="QandAtwelve">How do I find my “First Year Renewed” members?</a> A:         Open OU Analytics Open the “Memberships, Subscriptions, and More” Dashboard Open the “Renewal Summary by Region by Grade” tab Select Product Type (example: IEEE Membership) Select Product Name: (example: IEEE Membership) Select Region: (example: R1 Select Grade:  (example: All) Select Renewal Category:  First Year Renewed Select Status:  Active Hover over Region in table header – click on the plus sign (+) to expand Column to show Section. Find your Section,   To find Detail click on Section name, hover to view Tool Tip – Select: Keep Only Hover over again for the Tool Tip and select View Details.   Q:        <a id="QandAthirteen">How do I find new members who have joined during last month?</a> A:         On Members and Affiliates Dashboard, select Member Activity Tab.      Select filters for your requirements.      Select "Joined IEEE" specify range of dates using From and To fields.   Q:         <a id="QandAfourteen">How do I find members who are eligible for senior membership elevation (1st level)</a> A:         Open OU Analytics Open "Memberships, Subscriptions, and More" Dashboard Click on the 2nd tab, "Product Summary by Region, by Grade".   Select your Product Type as "IEEE Membership" Filter for your Region and Section In the Grade Filter and select "Associate Member" and "Member" Click on the Detail Tab On the Years of Service Tab - "deselect" years 1 through 6. To download the data, see Question #7 "How do I Download".   Q:        <a id="QandAfifteen"></a>I can’t find the “society list” field so I can see what Societies my members belong to A:         The "Society List" field has been added to the "Details" download in the Members and Affiliates, Students, Volunteers and the Membership, Subscriptions & More Dashboards.      Q:         <a id="QandAsixteen">How do I obtain a list of Student Branch Chapter Officers for my Society?</a> <div>A:         Open OU Analytics              From the Landing Page, select Volunteer Positions              On the Volunteer Positions dashboard, for the filter Organization Unit (OU) Type, deselect “All” and select “Society”      For the filter Organizational Unit (OU) Name, deselect “All” and select your society name      Click on the second tab (on top right) Volunteer Positions in Related…  (all the Chapters, Joint Chapters, Student Branch           Chapters will be listed here with their officers)      Scroll down to where the Student Branch Chapters start and click on the name “Student Branch Chapter”      A tool tip will appear, select “Keep Only”      This is the list of all your Student Branch Chapter Officers (Advisors/Chairs) </div> <div style="padding-left: 30px;">     To download the data, see Question #7 "How do I Download".</div>   Q:         <a id="QandAseventeen">How do I save and name a View in a Dashboard?</a> A:        When setting up a specific filter, a user can save and name a view to be pulled up as needed. View pertains to “only             the Dashboard it is created on.”             After selecting pertinent filters:             Click on “Original View” located on the upper right side of screen.             In “Name this view” field, type in the name you would like to save current view as.              Click on Save - View title will now show             To find View when entering OU Analytics, click on Original View.  In My Views click on title to select.             To Manage (rename or delete), click on Views and then select “Manage.”  Make changes and when completed, click on Done.   Q:        <a id="QandAeighteen">How do I find Member History (to find potential volunteers or history of an individual volunteer)?</a> <p class="MsoNormal" style="margin-bottom: 0.0001pt; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">A:        To select volunteers for a specific Section (for example) open OU Analytics             From the Landing Page, select Volunteer Positions and then click on “View Volunteer History” link.             On the Volunteer History dashboard, filter on Organization Unit (OU) Type, deselect “All” and select “Section”             For the filter Organizational Unit (OU) Name, deselect “All” and select your section name.                 Table will appear with all Volunteers who have held a Volunteer Position in your Section.             To further define, you can use the Position filter to select anyone who has held a specific position (such anyone who has held                  the Section Chair position) or you can further define to select an individual using the “Member/Customer #” field (to find                  their volunteer history).             To download the data, see Question #7 "How do I Download"..   Q:        <a id="QandAninteen">How do I find Female Members in my Section?</a> A:         Open OU Analytics             Select Member and Affiliates Dashboard             In Count by Region and Grade table, scroll to find your Section                  Click on your Section name and use the Tool Tip to select “Keep Only”             On the Count by Gender visualization (pie chart) on the right, select the “Female” slice.                 Select “Keep Only” from the tool tip.   Open Tool Tip again and select “View Details”                 The table will contain only members who have selected “Female’ on their records.             To download the data, see Question #7 "How do I Download".   Q:        <a id="QandAtwenty">How do I find LIFE Members in my Section(s)?</a> A:         Open OU Analytics             Select Member and Affiliates Dashboard             In Grade filter, Deselect All – Select - Life Fellow, Life Member and Life Senior – Click on Apply             In Count by Region and Grade table, scroll to find your Section(s)                 Click on Section name and use the Tool Tip to select “Keep Only”                 Open Tool Tip again and select “View Details”             The table will contain only members who hold a Life grade as selected in the filter.             To download the data, see Question #7 "How do I Download".   Q:        <a id="QandAtwentyone">How to save Mailing lists for e-notices (Is there a streamlined way to feed the e-notices?)</a>  A:        eNotices are not populated by Volunteers.   When submitting an eNotice, user chooses the specific OU unit (Section, Chapter,             Affinity, etc) they wish to send based on their user privileges.  The tool then creates the required list.                 If you wish to send to a specific group within the OU, example: on Section level, to all Current Chapter officers in the OU, you                      would enter that on the “Special Requests” field when building the notice.                 Or, if you wish to send it to a specific list you built, you can submit a request to create your own Listserv                      (https://listserv.ieee.org/request/add-listserv.html).  This would be maintained by user.  (Note: when creating your own list,                      user must adhere to the members “Communication Preferences” available in the Details download in                      IEEE OU Analytics (see below).   Q:        <a id="QandAtwentytwo">If I create my own email list, how can I be sure I am not contacting members who do not want to receive email?</a>  A:        It is preferable to use eNotice for member mailings and an email tool such as Listserv for non-member mailings.   But, if you are             using Listsev to contact your members:                 Open OU Analytics                 Go to the Dashboard you require to pull your members.                 Select your target OU, filter as necessary and select “View Details”                 Download members into Excel and use the OK to Contact flag. <p class="m8788640866350395394gmail-msolistparagraph" style="margin: 0in 0in 0.0001pt 0.5in; text-align: justify; text-indent: 0.5in; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">When it is set to "No", delete these records from your list.   Q:        <a id="QandAtwentythree">If I use Listserv, what do I need to do to be GDPR compliant?</a> A:         List owner requirements are posted on the Volunteer GDPR website.                   Please visit:  <a href="http://sites.ieee.org/gdpr/list/listserv/listowner-requirements/" target="_blank" rel="noopener">http://sites.ieee.org/gdpr/list/listserv/listowner-requirements/</a>   Q:         <a id="QandAtwentyfour">Are there any OU Analytics Users Groups?</a> A:        Join the IEEE Collabratec Group titled:  IEEE OU Analytics                 This group has been setup to foster communication between IEEE staff and volunteers who use IEEE OU Analytics.                        Go to   <a href="http://collabratec.ieee.org/?utm_source=mm_link&utm_campaign=coll&utm_medium=ms&utm_term=collabratec">ieee-collabratec</a>                  Use the main menu and select "Groups"                 Click on "Discover" and in Search Groups type "IEEE OU Analytics"                 Click on "Access Now" to join.            Join the OU Analytics Users Group                 The OU Analytics User Group was formed to facilitate discussions among users, identify the top issues affecting user                 productivity, and provide a communication path between users and IEEE staff working to improve OU Analytics. The                 user group is currently meeting twice a month via WebEx.                          If you are interested in participating, contact Chris Gunning (<a href="mailto:cgunning@ieee.org">cgunning@ieee.org</a>) or                         Larry Hamerman (<a href="mailto:l.hamerman@ieee.org">l.hamerman@ieee.org</a>). Q:      <a id="QandAtwentyfive">Why don't all volunteer positions show up in Volunteers Positions and History tabs?</a> A:       Recording of Officer positions and position history may vary for different Organizational Units, but became                 mainstream in the 1980’s.   <p style="margin: 0in 0in 7.5pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">Q:        <a id="QandAtwentysix">How do I find Years of Service for Members (to use for Service Awards)?</a> <p style="margin: 0in 0in 7.5pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">A:        You can find this information using the Memberships, Subscriptions and More dashboard. <p style="margin: 0in 0in 7.5pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">            <span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">Use the Memberships, Subscriptions, and More  . .  Dashboard <span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">            Click on the second tab "Product Summary by Region by..." <span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">                  Memberships, Subscriptions, and More – Product Summary (table) <span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">            In the available filters select: <span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">            -   Product Type:   Select: “Memberships” if looking for Society Membership                                           Select: “IEEE Membership” for IEEE Membership  -  Click Apply <span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">            -   Product Name:  (if Society) Deselect All, then scroll down to select Society  - Click Apply <span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">           On the Region Column Header – click on plus sign (+) to open Section column. <span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">           Click on your Section Name – Hover over to view Tool Tip – click on “Keep Only” -  Hover over again to view Tool Tip                 and select “View Details”            In the Detail View – Use Filter “Years of Service”    Deselect and select number of years that apply – click Apply            To download the data, see Question #7 "How do I Download". <p style="margin: 0in 0in 7.5pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><span style="font-size: 10.5pt; font-family: Helvetica, sans-serif; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><span style="font-size: 10.5pt; font-family: Helvetica, sans-serif; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"> <p style="margin: 0in 0in 7.5pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">Q:        <a id="QandAtwentyseven">How do I find a list of Schools for my Region with count of Students?</a> <p style="margin: 0in 0in 7.5pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">A:        There are two options to finding lists of schools, through the Students Dashboard and/or the Maps Dashboard. <p style="margin: 0in 0in 7.5pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">            To use the Students <span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">Dashboard (this view shows Schools) <span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">            Click on Student from Landing Page <span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">            Select Region on Filter. <span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">            Click in Grey Area of “Student Count by Section and School” table <span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">            Click on Download and download selecting Crosstab                   Excel Spreadsheet will contain additional fields for % and Total Counts that can be removed.                   Also note that Student View will apply and Schools that do not belong in a specific section might appear due to the                       Student has chosen kept their <span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><span style="background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">home address as their Preferred Address <p style="margin: 0in 0in 7.5pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><span style="font-size: 10.5pt; font-family: Helvetica, sans-serif; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><span style="font-size: 10.5pt; font-family: Helvetica, sans-serif; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">             To use the Maps Dashboard (this view shows Student Branches and Student Branch Chapters) <span style="font-size: 10.5pt; font-family: Helvetica, sans-serif; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">             Open Maps off Landing Page <span style="font-size: 10.5pt; font-family: Helvetica, sans-serif; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">             Click on Student Branch Summary Tab <span style="font-size: 10.5pt; font-family: Helvetica, sans-serif; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">             Use Dropdown filters to select  Region, Council, Section (as required) <span style="font-size: 10.5pt; font-family: Helvetica, sans-serif; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">                  If looking for specific Student Branches, use Student Branch Filter <span style="font-size: 10.5pt; font-family: Helvetica, sans-serif; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">             Top right side box contains list of “Student Branches” <span style="font-size: 10.5pt; font-family: Helvetica, sans-serif; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">             Bottom right side box contains list of all “Student Branch Chapters and Affinity Groups” <span style="font-size: 10.5pt; font-family: Helvetica, sans-serif; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">             To Download list – click on Student Branches Title – click on Download, select Crosstab. <span style="font-size: 10.5pt; font-family: Helvetica, sans-serif; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">                  Note:   If selecting full Region, download does not contain the Section of School <span style="font-size: 10.5pt; font-family: Helvetica, sans-serif; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">                              If Section is required, select each Section individually and download each selection. <p style="margin: 0in 0in 7.5pt; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;"><span style="font-size: 10.5pt; font-family: Helvetica, sans-serif; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">                      <p class="MsoNormal" style="margin: 0in 0in 7.5pt 0.5in; text-indent: -0.5in; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">Q:       <a id="QandAtwentyeight">How do I select current Student Branch Chapter Officers for my Society</a> <p class="MsoNormal" style="margin: 0in 0in 7.5pt 0.5in; text-indent: -0.5in; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">A:        Open OU Analytics: <p class="MsoNormal" style="margin: 0in 0in 7.5pt 0.5in; text-indent: -0.5in; line-height: normal; background-image: initial; background-position: initial; background-size: initial; background-repeat: initial; background-attachment: initial; background-origin: initial; background-clip: initial;">            Select Volunteer Positions.  This dashboard does not have a OU limitation.  As in the IEEE Organizational Roster, users have access to view all OU Units.               On the Volunteer Positions Dashboard, select a specific Section:              Organizational Unit Type – Deselect All – Select Section(s) – click on Apply              Organizational Unit (OU) Name – Deselect All - Select Section(s) – click on Apply                      This view will show all positions on a Section Level (Parent Level)              Click on the “Volunteer Positions in Related OUs” tab                     This view will show all active positions (Child Level) under the selected Section(s).  In positions where there is not a current                      officer, the name will be blank.              On Position filter, Deselect All - Select Chair and Advisor – click on Apply             To download the data, see Question #7 "How do I Download".   Q:         <a id="QandAtwentynine">How do I obtain New and Reinstated Society/Council Member lists?</a>  A:        Open OU Analytics             Open “Memberships, Subscriptions, and More” Dashboard                  You will be on “Product Dashboard”             In filters, Product Type defaults to Memberships             In Product Name, deselect “All” then select your society (i.e. IEEE Circuits and Systems Society Membership) -                  click “Apply”  -  click white space to close filter             Click on the “Details” tab             Click on “Renewal Category” filter             Deselect “All”, then select “New” or “Reinstated” (which ever is needed) and click “Apply” - click on white space to close filter             To download the data, see Question #7 "How do I Download". Q.        <a id="QandAthirty">How do I Lookup/Search for an Individual Member?  (Not have to run and download a full list of members)</a> A.        In OU Analytics under the Detail Tab while using Members and Affiliates, Students or Memberships, Subscriptions, and             More Dashboards, you can further define by filtering on a Member/Customer#, First Name or Last Name field              Type the information in the field and hit “Enter”             Users can enter information in one or more of the fields as necessary to define.                 Note:   If you have a very large Membership list, user should filter down on the Region, Section, etc. fields to                         refine the membership list first.  Q:        <a id="QandAthirtyone">How do I pull the Crosstab file into Excel as a CSV? (to keep preceding 0’s in member numbers and format Phone Numbers correctly and not as a calculated field)</a>  A:       In OU Analytics, select Crosstab during download and save document to your computer.            Open a blank Excel Spreadsheet            On top – select “Data”            In the “Get External Data” area select “From Text”            Find and select your saved crosstab file “.csv”            Select Import            In the Text Import Wizard – under “Choose the file type” select “Delimited”            Click on “Next”            In Delimiters – Tab is preselected (check Data Preview on bottom of wizard to see if it is breaking the data correctly)            Click on “Next”            On “Column data format” – in the Data Preview window. scroll to find the necessary fields.  For example:  find “Member/Customer                 Number” click on column to select.  Change the “Column Data Format” above to Text.   Continue to scroll to find “Work and/or                 Home” Phone Numbers.  Select the column and change to Text (this will allow field to not be automatically saved as a                 formula due to the + in some numbers)            Once all necessary fields are defined, click on “Finish”            On next screen, click on OK            Import should be completed and data will appear in your Excel Workbook. Q:       <a id="QandAthirtytwo">How do I find members who are YP Eligible and are not currently YP Members?</a>  A:       Select Memberships, Subscriptions and More            Select the 2nd tab "Product Summary by Region by Grade|            Filter on:                Select OU of your Volunteer Role = Oakland-East Bay Section                Product Type = Memberships and IEEE Membership  (Apply)|                Product Name = (Both) IEEE Membership and IEEE Young Professionals  (Apply)                Region = R#             Open the Section Column by clicking on the + over Region            Scroll down to Section Name            Use Ctrl and select the Sectiion for both YP and IEEE Membership            Use Tool Tip to select "Keep Only"            Use Tool Tip to select "View Details"            Download           Once you download, you can sort on the "YP Eligible" Flag getting rid of the "N"  and any Blanks in that field           Sort on Membership Number           Any Duplicates will be members who have the Eligible Flag and have a YP Membership – delete           The ones that do not have a YP Membership line are eligible. Q:      <a id="QandAthirtythree">How do I obtain a report with Member Interest Profile Information?How do I obtain a report with           Member Interest Profile Information?</a> A:       If you need a report with Member Interest Profile fields:  (Career Opportunities Flag; Discount on Products and Services;           Humanitarian Flag; Local Activities Flag; Join Referral Source; Member Join Interest Reason-Other;           Professional Network Flag; Technical Information/Publications Flag) send an email to:           Helen Shiminsky (<a style="background-color: #ffffff;" href="mailto:h.shiminsky@ieee.org">h.shiminsky@ieee.org</a>) with the request. Q:      <a id="QandAthirtyfour">When downloading in OU Analytics: Excel vs CSV</a> A:      Excel will produce fields that are merged due to identical data.          Choose csv (data downloads as tab delimited) if you need data to be easily manipulated/sorted/etc .                This places data in individualized fields.  Q:      <a id="QandAthirtyfive">How to find who has served more than six years in an officer position?</a> A:      <a href="/images/files/operations/SAMIEEE/Reference-Materials/How_to_find_who_has_served_more_than_six_years_in_an_officer_position.pdf" target="_blank">Click to open instructions</a>. Q:      <a id="QandAthirtysix">How to find total length of service for volunteers in an OU</a> A:      Sometimes it is useful to determine how long volunteers have served in a position in a section or chapter.          For example, it may be helpful to identify more seasoned volunteers for their experience and as potential mentors,          and newer volunteers as potential mentees.          <a style="background-color: #ffffff;" href="/images/files/operations/SAMIEEE/How_to_find_total_length_of_service_for_volunteers_in_an_OU.pdf" target="_blank">Click to open instructions.</a>  Once you have read instructions, <a style="background-color: #ffffff;" href="https://docs.google.com/document/d/13im-eQtAmwd0864gF-3xky4fk4XjKN6fjAoneIBd_SA/edit?usp=sharing" target="_blank" rel="noopener">click to download Python script</a>.   Q:      <a id="QandAthirtyseven">How to Create a Choropleth Map showing Count of Members by Postal Code</a> A:      A choropleth map, sometimes incorrectly called a heat map, can help you understand where your members live in your section.          This can be useful when deciding where to hold face-to-face meetings that are located close to your members.          <a href="/images/files/operations/SAMIEEE/How_to_create_a_choropleth_map_showing_where_members_live_-_v2.pdf" target="_blank">Click to open instructions in pdf</a> (3 MB).   <a href="/images/files/operations/SAMIEEE/How_to_create_a_choropleth_map_showing_where_members_live_-_v2.docx" target="_blank">Click to open instruction in docx</a> (3 MB).   <div class="clearfix"></div></article> <div id="content-column-1" class="col-md-3 col-md-pull-9"> <hr class="visible-sm-block visible-xs-block" /> <div class="moduletable "> <ul class="nav navbar-nav menu"> <li id="secondary-nav" class="menu-title visible-sm visible-xs">Questions & Answers</li><li class="item-673 parent"><a href="/volunteer-hub/geographic-unit-finances" >Geographic Unit Finances</a></li><li class="item-674 parent"><a href="/volunteer-hub/geographic-unit-operations/geographic-units-and-groups" >Geographic Unit Operations</a></li><li class="item-676 active deeper parent"><a href="/volunteer-hub/volunteer-tools" >Volunteer Tools</a><ul class="nav-child"><li class="item-703 active deeper parent"><a href="/volunteer-hub/volunteer-tools/ou-analytics" >OU Analytics</a><ul class="nav-child"><li class="item-705 child"><a href="/volunteer-hub/volunteer-tools/ou-analytics/who-has-access" >Who Has Access</a></li><li class="item-706 child"><a href="/volunteer-hub/volunteer-tools/ou-analytics/data-access-and-use-policy" >Data Access and Use Policy</a></li><li class="item-707 child"><a href="/volunteer-hub/volunteer-tools/ou-analytics/reference-materials" >Reference Materials</a></li><li class="item-708 active child"><a href="/volunteer-hub/volunteer-tools/ou-analytics/questions-answers" >Questions & Answers</a></li><li class="item-709 child"><a href="/volunteer-hub/volunteer-tools/ou-analytics/ou-analytics-user-groups" >OU Analytics - 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