HOW TO FILTER THE MEMBERSHIP INFORMATION REPORT EXCEL (MIRE) March 2019

Transcription

1 F HOW TO FILTER THE MEMBERSHIP INFORMATION REPORT EXCEL (MIRE) March 2019

2 Backgrund f the Membership Infrmatin Reprt Excel (MIRE) & Filtering Optins The MIRE is a quarterly electrnic reprt f the membership infrmatin fr each f the Bargaining Units in yur Lcal. It is prduced in Excel with Filters applied t each clumn. Filtering ptins allw yu t maximize the use yur membership infrmatin and islate specific recrds t easily supprt a variety f Unin business needs. This dcument will fcus n utilizing filter ptins applicable t the MIRE hwever the principles f filtering ptins can be utilized n any excel listing. Included belw is the general instructins fr setting up filters fr yur nging reference and use with ther excel listings. Hw t set-up filters n clumn headings: Ntatin: T be used when yu have an Excel dcument that des nt have the filter ptins already applied (filter symbl is nt visible in the lwer right-hand crner f the clumn headings). Step 1: Left muse click in rw/cell 1 t highlight the clumn headers. Page 2

3 Step 2: Left muse click n Srt & Filter ptins. Select Filter frm the drp-dwn list. The filtering symbl ptin will nw appear in the bttm right crner f each clumn heading. Page 3

4 Utilizing a Filter: Filtering allws yu t islate specific data/infrmatin yu wish t view and use. Yu can select single r multiple cmpnents f infrmatin that yu wish t islate. Step 1: Left muse click n the clumn filter symbl that yu want t wrk with and a drp dwn bx will appear. Step 2: Frm the drp dwn bx, under Text Filter, click n Select All t remve the default check marks frm all available selectins. Page 4

5 Step 3: Frm Text Filters click n the data/infrmatin yu wuld like t keep n the spreadsheet (a checkmark will appear t cnfirm the selectin made). If yu want t remve an accidental selectin yu have made, click n it again t remve the checkmark. Once yu have made yur selectin(s), click OK t apply the filter. Yur list is nw reduced t nly thse recrds that match the selectin(s) yu applied in yur filter. If yu wish t further refine yur list by criteria in ther clumns simply repeat the filtering steps in the each applicable clumn. Page 5

6 Saving a Filter: If yu want t retain a cpy f yur filtered results while still preserving yur riginal unfiltered list fr ther uses, select the Save As ptin and rename yur dcument apprpriately. Clearing a Filter: If yu wuld like t clear a filter that yu have applied, click n the filter symbl n the clumn yu wish t clear. Frm the drp-dwn list, select Clear Filter frm 'clumn name'. Data yu remved will be restred t the list. Page 6

7 Tips And Filtering Fr Cmmn Needs Tips: The MIRE cmes with a Master List and three filtered lists: Master List is all members in the Bargaining Unit. Invalid Address is all members we d nt have a current mailing address fr. N Applicatin Frm is all members wh have never cmpleted the Applicatin Frm t becme bna fide, which is the first step t becming an entitled member. Entitlements At Risk is all entitled members wh have nt paid dues in mre than nine mnths withut a leave f absence. Once the member reaches a greater than 12-mnth gap, they will lse their entitlements. Strike and ratificatin meetings are pen t all members use the Master List withut applying bna fide r entitlement filters. Membership privileges are based n the member being entitled (e.g. attendance at meetings). It is always apprpriate t have a master list t include members wh are nt bna fide and want t cmplete an Applicatin Frm. They will als need t have a less than 12-mnth gap in dues payments r be n a leave f absence t hld entitlements. Data taken frm yur master list is cntinually being updated at ONA. When using the MIRE t supprt a current unin entitlement, request an updated cpy. Requests can be made t the Dues and Membership Team Intake and shuld be made 10 days prir t when the reprt is needed. Updates must include member ONA ID r S.I.N. t be accurately prcessed. T prtect member privacy be sure t utilize a secure device and yur ONA spnsred accunt. Updates t yur members infrmatin can be submitted t ONA by: t memberchanges@na.rg Call ur team intake at , Tll Free extensin directly r call the Dues Prcessr assigned t yur Lcal. If yu d nt knw wh is assigned, call ur intake at the number listed abve. Via the ONA website hme page. Under Quick Links selectin Update Yur Infrmatin Mail in Membership Change r Applicatin Fr Membership frms t: Attentin Membership Recrds, 85 Grenville Street, Suite 400, Trnt ON, M5S 3A2 Page 7

8 Hw t Filter Fr The Mst Cmmn Unin Needs: Using the Master List and applying the apprpriate filters t the clumn(s), as described belw, can supprt a variety f different needs. Bargaining Unit Need Clean-up f missing inf (phne, etc.) Mailing list - all members Mailing list fr entitled members Mailing list fr members wh need t cmplete an applicatin frm List f members with phne r inf. Recent Address Changes (new and invalid updates) Vting Entitlements r attendance at Unin Meeting. Clumn n Master List t be Filtered Phne Or Selectin n drpdwn See Ntes Ntes Click n Select All t remve the check marks frm the drp dwn. Scrll t bttm f the drp dwn list-click n Blanks and select OK-list will be reduced t thse missing infrmatin. Send Mail Yes Result will prvide a list f all members with valid mailing address inf. List will als include phne and if we have them n recrd. Send Mail Entitled Member Send Mail Bna fide Send Mail Phne and/r E- mail Addr. Changed Date Yes Yes Yes N Yes See Ntes N.A. see Ntes Filter tw clumns. Result will prvide a list f members with valid mailing address inf wh hld membership entitlements. List will als include phne and if we have them n recrd. Filter tw clumns. Result will prvide a list f members with valid mailing address inf and have nt cmpleted an Applicatin Frm-first step t becming an entitled member. List will als include phne and if we have them n recrd. Leave checkmark n fr all n list except blank. Scrll t bttm f list and click n (Blanks) then select k t remve. Result will prvide list f members with phne and r based n mailing address is valid. Frm the drp-dwn bx select Srt A t Z. Result will prvide address updates srted by date. Date represents when new address prvided r address became invalid ( Send Mail clumn is N). Entitled Member Yes Result will prvide a list f members wh are eligible t run and r vte in a Bargaining Unit Electin. Nte: ONA has a cnslidated vting list fr Lcal/B.U cmbined electins available upn request. Page 8