NET Framework 4. The Run dialog is displayed. The Run dialog. A series of prompts will lead you through the installation process. If some prerequisites are not available, the installer will attempt to install these. This process initiates a Template Definition Dialog. Here, you create a series of traps, or points where Monarch will collect data. Traps help Monarch differentiate detail data from other data such as header or footer data in your output file.
Output files are rarely formatted simply. You're more likely to have reports with multiple section breaks, such as detail reports sorted on various criteria, where reprinting the common data from each detail record is redundant.
To properly extract data from these reports, you use Monarch's "1st-append" and "2nd-append" templates. With these template definitions, you tell Monarch which data on the report is acting as a control-break for the printout, and have Monarch automatically recapture that data for you. Once you've defined your data template, in the final step you can view the Monarch Table Window to examine how Monarch will interpret your report. As Screen 2 shows, from the Table Window, you can examine the data from the report in a tabular format, similar to a data sheet view in a Microsoft Access database.
For each column in the Table, Monarch extracts data values from your output report and stores them in the database. You can manipulate the order of the fields in the Table, provide names for the individual columns, and establish a data type character, date, numeric for each column. Once you conFigure your Table, you can print your output or export the data to another application.
Before exporting your data, you can massage it. For example, you can filter out certain records or key fields, or you can change the output's sort order. To filter certain records, you need to create a filter expression, a Boolean operation that uses the names of each column with different operators and conditional statements. To sort your Table's data, you create a sort definition with this simple process, you select fields in the order in which you want to sort the Table's data and select each field's sort order, either ascending or descending.
For example, if you want to sort a Table of customer orders by customer number and most recent order date, you might select the customer number in ascending sequence as the first sort field and the order date in descending order as the second sort field. Tick the appropriate checkbox to instruct Data Prep Studio to export all rows or only those rows that fall within the limit you have set. If you wish to export other tables, set them up by repeating Steps 2 to 4.
If you wish to limit the exports displayed in the Export Management panel to only those created from specific selected tables, tick the Only show exports from selected tables box located at the top of the table selector. In the Export Management panel, tick the boxes of the tables you wish to export and then click Export Checked when you are finished.
If you wish to export all of the tables in the panel, click the Export All button instead. There is no need to select individual tables in this case. In most organizations, Monarch users access report files across a network or via terminal emulation software. If youre unfamiliar with this process, ask your PC manager or IT manager for help.
Monarch Learning Guide 1 Functional Overview Monarch provides three distinct views of report data, each with its own window. When you load a report file, a softcopy of the report is displayed in the Report window. Figure The Report window. Data extracted from the report displays in the Data View window. The Data View window. The Summary window includes a charting facility to graphically display the summarized data.
The Summary window. A Monarch session begins when you load a report file into the Report window. As the session unfolds, you can produce a variety of outputs from each window. The lessons in this guide correspond to the flow chart. Youll learn how to bring a report into Monarch, and you will progress step-by-step through the tasks performed in each window. Monarch flow chart. Monarch flow chart showing data imported from a database.
Figure shows how data imported from a database flows through Monarch. When importing data from a database, you can use all of Monarchs Table and Summary window capabilities to manipulate, transform, and analyze data. You can even combine data extracted from report files with database data through a mechanism called an external lookup. These additional capabilities of Monarch are described in detail in Chapters 17 onwards. Monarch Learning Guide 5  Monarch Lessons This Chapter introduces you to the lessons included in this learning guide.
These lessons are designed to quickly acquaint you with basic program operations. For additional material not covered in this guide, consult the Monarch Help file by selecting File, clicking on the drop-down button of the Help menu, and then selecting Help Topics from the options that display. Chapter 3 Working in the Report Window Shows you how to load a report file, navigate the report on screen, look up information in the report, copy selected data to other applications, and print selected pages from the report.
Chapter 4 Extracting Data from a Report Shows you how to create a template to extract data from a simple columnar report, view the data in the Data View window, and save the template to a Monarch model file.
Chapter 5 Reports with Multiple Sort Levels Shows you how to extract data from a multi-level report, configure the Report Index, and export from the Report window. Chapter 6 Special Data Extraction Techniques Deals with special problems caused by address blocks and fields that run together in a report.
Chapter 7 Working in the Data View window Shows you how to navigate the table, look up information in the table, move and hide fields, and modify field properties. Chapter 8 Printing, Copying, and Exporting Shows you how to copy table data to another application, print the table, and export table data to a file. Chapter 9 Sorting the Table Shows you how to sort the table, create multiple sort definitions, select a sort definition, and save sort definitions. Chapter 10 Record Selection Filters Shows you how to use a filter to select records based on any field value, create multiple filters, utilize value-based filters, select an active filter, and save filter definitions.Free up your time and let the Monarch experts create your models for you. As Screen 2 shows, from the Table Window, you can examine the data from the report in a a Microsoft Access database. Any report used in your organization can be accessed own report.
Text Encoding Selects the type of encoding Monarch uses. Force page break after n lines. Sets whether or not to ignore form feed characters.
To learn more about the Monarch Model Building Service, including pricing, you can go to the Datawatch website at www. Learn More Perform Data Prep within the Join screen View this brief video demonstration to see how Monarch can prep and clean up your data from within the Join Data window:. Each of these options is discussed further below. Taught by Datawatchs seasoned staff of Monarch experts, the training courses guide you through all aspects of Monarchs features and capabilities, including tips and techniques on effective, time-saving shortcuts. The Options dialog.
If you do not select to overwrite but the file already exists, a message will display telling you that the export operation will be skipped. It is also the easiest and fastest method. Learn More Perform Data Prep within the Join screen View this brief video demonstration to see how Monarch can prep and clean up your data from within the Join Data window:. Chapter 18 Performing Lookups from an External Database Shows you how to use Monarch to perform a lookup into an external database to import additional fields that relate to the information in your Monarch session. First, after running the main Monarch application, select the input file you want to process.
If you wish to export all of the tables in the panel, click the Export All button instead. The Report Explorer program arrives in a standalone version and as a Netscape Navigator plugin. To track export results: The export results display in a panel located to the right of the Export window.
Datawatchs Monarch professionals will be happy to create your Monarch models for you. This component arrives on three 3.
For example, if you want to sort a Table of customer orders by customer number and most recent order date, you might select the customer number in ascending sequence as the first sort field and the order date in descending order as the second sort field. Each of the first three sections describes a major area of Monarch.
It also introduces memo fields, which are used to hold the contents of a multiple line field, and covers exporting and printing memo fields. These lessons are designed to quickly acquaint you with basic program operations. In the second step, you create a data extraction template, which is a blueprint for how Monarch will interpret your report's data. Where n represents the number of leading characters to hide. Once you have activated Monarch, you can only use it on the machine on which you have activated it.
Figure Our objective is to help Monarch users succeed as quickly as possible. PRF file, or export the data from a spooled report to another data format. Each of the options listed down the left-hand side of the dialog displays a new set of sub-options with which several Monarch settings could be specified. Other products mentioned herein may be trademarks or registered trademarks of their respective owners in the United States or other countries. Modify the properties of your export using the table provided above as a guide and then click OK when you are finished.
Chapter 14 Charting Summary Data Shows you how to create charts to represent the data in a summary. To install the lessons: Steps: 1. Datawatchs highly trained team of Monarch experts will work with you one on one to create a model that meets your specifications and satisfaction. The next sections describe the activation steps. Chapter 22 Monarch Context Shows you how to use Monarch Context, an Excel add-in used for special spreadsheet compliance, auditing, and report navigation purposes. Are you puzzled by a really complex report?