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ThistutorialisanintroductiontoMonarch11andisintendedfornewusers.Itdoesnotinclude
completeinformationforusingthesoftwarebutitwillgiveyouagoodheadstart,andsaveyou
someselfstudytime.
Therearesamplelessonfilesavailablefordownload,soyoucanpracticeusingthesamefilesshown
here.
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InthistutorialyouwillbeexploringfourviewsofMonarchstartingwiththereportview.Andyou
willseehowthisreportwillbetransformedintoDataView,SummaryViewandChartView.
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Monarchisareportanalyticssoftwarethatextractsdatafromexistingreportscreatedbyany
informationsystem;existingreportsareavaluableandreliablesourceofdata.Monarchletsyou
customize,analyze,andvisualizeyourdatainMonarchEnterpriseServerfordistributingand
publishingdynamicreportsovertheweb.Inaddition,youcanexporttoExcel,Access,PDFfilesand
more. Andthisisallwithoutrekeying,withoutprogramming,andwithouthelpfromIT.So,
Monarchleveragesyourinvestmentinthereportsandsystemsyoualreadyhaveinplace.
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TheDatawatchMonarchReportAnalyticsPlatformmakesiteasyforyoutoincorporatevital
informationfrommainframegreenbar reports,ERPreports,PDFs,invoices,statementsandmore.
Textfiles,intheirvariousforms,arethemostcommon.
Again,Monarchenablesyoutouseyourexistingreportsasasourceoflive,actionabledata.
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Thereareover40,000Monarchcustomers.Althoughtheyareallworkingwith variedandunique
reportformatstheyareabletouseMonarchsuccessfully.
ThisisbecauseofMonarchsabilitytoapplystructuretounstructureddata.
Hereisoneexampleofasourcereport anemployeelistingforafictitiouscompanycalled
MaynardCorporation.
Therearemanythingsyoumaywanttodo withareportlikethis suchasanalyzethesenumbers,
orsortandgrouptheinformationdifferently.Orperhapstheresjusttoomuchinformationhere
andyouwanttofocusononlytheportionsthatinterestyou.
Alltheinformationyouneedisherebutitisburiedor,asweliketosay,hidinginplainsight,but
Monarchisgoingtohelpyou easilyandquicklygettotheinformationyou needfromthisreport.
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Whatinformationwouldyou liketopullfromthisemployeelisting?
Imagineyou needallthedatayou seehere,plus
A countofhowmanyemployeesthereareineachdepartment
Thetotalsalaryforeachdepartment
Numberofemployees foreachcity eventhoughthereportisgroupedbydepartment
Whatwouldsalarieslooklikeifwegavepayincreasestocertainemployees
Andfinallyyou maywishtoexportthistoExcelorpdfortxtoranotherformatforusebyothers
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WithMonarchsreportanalyticscapabilitiesyouwillbeabletoaccomplisheverythingyouneedand
more, andwithoutrekeyingorprogramming.
Hereare severaldifferentviewsderivedfromthatoriginalreport.
Letstakealookattheprocessthatmakesthishappen.
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OverviewoftheMonarchmodelbuildingprocess:
1. First,openyoursourcereportfromwherever itmaybe yourharddrive,anetworkserver, yourdisk
drive etc.OpeningasourcereportinMonarchissimple,itsreallynodifferentthanopeningfilesinother
applications.
2. Thenbuildauniquemodelfileforyourreport.
3. The firststepinbuildingamodelfileistoDecidewhatdatainthereportisimportanttoyouandselect a
sampleofthattargetdata.
4. AssignaRole forthatsample thistellsMonarchhowthisparticularsamplerelatetootherpartsofthe
report.
5. Setatraptoselectallthelinesthat arelikethesample.
6. Highlightthefield orfields youwantin yourdatatable;clickOKandyouvebuiltyourtemplate.
7. Ifyourreporthas groupinglevels,theyarecapturedinthesameway,soyoujustrepeatthestepsfor
eachgroupinglevel.
8. Thereportistransformedintoalivedatatable.
9. Ifyoulike,youcanfurtherenhancethedatabyaddingsomesorts,filters,andcalculatedfields.
10. Analyze andPresent thedatabyaddingvarioussummariesandcharts.
11. ExporttoExcelorotherapplicationsifyoulike.
12. Finally,savethemodelforrepeateduse.Simplyapplythemodelfiletofutureiterationsofthisreport.
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Monarchisgoing toturnthissource reportintolivedatayou canworkwith.
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Thereportwillbeturnedintothisdatatable.
Inordertoturnareportintoadatatableyoumustcreatedataextractiontemplates.Thereare
somesimplestepstofollow.First,openthesourcereport.
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Opening yoursourcereportinMonarchiseasy; simplyselectFile>Open>Report.
Navigatetothereportyouwanttoprocess, whereveritmaybe yourdesktop,somewhereona
network,yourharddrive simplyselectthefileyouwanttoworkwithandclickopen.For
example:openMaynardNov.txt
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Beforeyoubeginbuildingyourtemplatesthereisanimportantpreliminarystepthatshouldntbe
overlooked.Youshouldtakeacloselookatyoursourcereportandbecomefamiliarwiththelayout
andcontents.Thiswillhelpensurethatyouarebuildingyourtemplatescorrectly.
Youmaywanttoaskyourself
WhichfieldsdoIwantinmytable?
Whatisconsistentandconstant whatvariesandchanges?
Whatrepeatsmostoften whatisthehierarchy?
Gettingfamiliarwithyourreportslayoutwillhelpyoucreateeffectivetemplates.
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HerewearelookingatthatsamereportwithinthecontextofMonarch.
InReportview youcanscrollupanddown,copy,paste,search,print,andbuildtemplates.
Beforeyou startbuildingthetemplates,getfamiliarwiththereportlayout.Noticehowthe
departmentAccountingappearsonlyonce,yetall12peopleareinaccounting.Thesameistruefor
building.
Ashumanbeings,whenwelookatthisreport,wehavenotroubleunderstandingthatWilliam
DaleyworksinAccountingandhislocationisBuilding9andheearns$39,600.Dataisscatteredon
thepagebutourhumanbrainscanmakesenseofitandformonerecordoutofit.
Youmustcreatedataextractiontemplatessothattherelationshipsyou seecanberecognizedand
interpretedbyMonarch.You needtocommunicatetoMonarchthataccountingshouldcopy
downward toall12employeeshere.Likewise,Building9shouldcopyupward toall12employees.
You willusetemplatestoexplaintheserelationshipstoMonarch.
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Thecoloredareasyouseeherearedata extractiontemplates.Eachtemplateappearsasadifferent
color onthescreen,andthesecoloredareasaretheportionsofthereportthatwillformthedata
table.ThereisasettingwithinMonarchthatallowsyoutoselectyourowntemplatecolors.
Youwillbecreatingasetoftemplatesforeachuniquesourcereportyouwanttoprocesswith
Monarch.
Templatesarecreatedonlyonceperreportandstoredinamodelfile thereisnoneedtocreate
newtemplateseachtimeyouprocessyour report.So,whether ittakesyou10minutesor3hours
tocreateyourmodelfile,itistimewellspentbecauseyouwillnotneedtorepeatthosestepsagain.
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Templatesextractthedatafromthevariousregionsofthesourcereportandorganizeittoforma
DataTable.Therearefourtemplatetypesorroles thatworktogethertocaptureallthedatain
thereport.Yourspecificreportwilldictatewhichtemplatesareneeded.Youmayneedseveralor
onlyone.
TheDetailTemplateisrequiredbecauseitgeneratesrecordsforthedatatable.Everyreport
containsdetaildata.TolocatetheDetail,lookfortextrepresentingthelowestlevelinthereport,
essentiallythecoredataorlineitems.
AppendTemplatescopytheirfieldvaluesDOWNtotherecordsgeneratedbythedetailtemplate.
GroupFooterTemplatescopytheirfieldvaluesUPtotherecordsgeneratedbythedetail
template.
ThePageHeaderTemplateisaspecialformofappendtemplatethatalsodefinespagebreaksand
caninterruptothertemplates.Itisgenerallyusedtoextractdatafromthetopofeveryreport
page.
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Hereyoucanseethesourcereportontheleft,withtemplatesapplied,andtheresulting
tableontheright.
WhenbuildingaMonarchModelFile,yourfirstobjectiveistoidentifytheDetail
informationandbuildadetailtemplate.
TheDetailtemplate (yellow)generatesrecordsforthedatatable.Youcanseethat
William,MaryBethandKellyareindividualrecordsinthetable.So,ifthereare102
employeeslistedinthereport,theresultingdatatablewillhave102rows.
Department(orange)iscapturedusinganAppendtemplate.Youcanseeacolumnfor
departmentwasaddedtothetableandthedepartmenthascopiedDOWNtotherecords
generatedbythedetailtemplate.
OfficeLocation(green)iscapturedusingaGroupFootertemplate,andacolumnfor
locationwasaddedtothetableandlocationhascopiedUPtotherecordsgeneratedby
thedetailtemplate.
TheRunDate(blue)wascapturedusingthePageHeadertemplate.Acolumnshowing
rundatewasaddedtothetableandapagebreakwasinsertedinthereportrightabove
theheadertemplate.Controllingpagebreaksinthiswaycanbehelpfulincertain
situations.
YoucanusetheDetailandHeadertemplateonlyoncepermodelfile,buttheappendand
footertemplatescanbeusedmultipletimesasneeded.Forexample,iftherewerea
divisiongroupingwithseveraldepartmentswithinit,youwouldneedasecondappend
templatetoextractthedivision.
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Allofthetemplatesworktogethertoproducetheresultingdata
table.
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Therearefourmainstepsforcreatingatemplate.Alltemplatesarecreatedusingthesesteps.Itsa
goodideatostartwiththedetailtemplate.
First,selectthesample.WilliamDaleyisagoodsamplebutanyemployeelinewilldo.Click tothe
leftofthelineanditwillbecomehighlighted.Thenselectthetemplatebuttoninthereportribbon
andchooseNEW.
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Thenextthingyouseeisthetemplateeditor andthisis whereyoubuildthe template.
Thesample WilliamDaley isshown at thetopofthetemplateeditor inwhatiscalledthesample
box.
Rightabovethe samplebox isthetrapline.Andabovethatis Role selectthe appropriateRolefor
thistemplate.Theemployeelinesaredetaildatasoyou wouldselectDetailastherole.
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Tocollectortrapthedetailinformationyouindicatewhatisuniqueaboutit.Findacharacter
within thesamplethatisconsistent,type inamatchingtrapcharacterinthetrapline,andMonarch
willcollectthedataforyou.
Heretheslashisconsistentforeveryrecord soaslashissetasthetrap.Onlythelineswithaslashin
thatpositionareselectedandhighlighted.
Ifyouarewonderingwhatothertrapswouldworkherewellexplorethatin thedemonstration,but
fornowjustremember thatstep2oftheprocessrequiresyoutoidentifysomethinguniqueand
consistent thereareactuallyseveralpotentialtrapsinthisexample.
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NowthatMonarchknowswhichlinesareDetaillines,define thefieldsforyourdatatableby
highlightingeachonewiththemousewithinthesamplebox.Selectonlythefieldsyouwantinyour
datatable.
Thendoubleclickeachfield,oneatatime,togiveitanameandadjustthefieldsproperties.Fields
canbe: character,numeric,date/time,ormemo.
Finally,clickOKtoacceptthedetailtemplateandclosethetemplateeditor.
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Thedetailtemplate iscomplete,thatistheyellowareas.Justrepeattheprocesstocapturethe
remainingdatathatisnotpartofthedetail,suchasdepartment,officelocation,andrundate.
SomereportswillrequireseveraltemplateswhileothersmayrequireonlyDetail.
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Nowthatthetemplatesarecompleteyou canopenthetable,alsoreferredtoasDataView.
ExpandtheTablenodeontheDocumentExplorertoactivateDataView.Younowhavetwotabsin
yourdocumentwindow:thereportandthedataview.
All102employeesfromthereportareinthedatatable.Departmenthascopieddown tothe
appropriatedetailrecords.LikewiseLocationhascopiedup totheappropriatedetailrecords.
Nowthereisvirtuallynothingyoucantdowiththisdata.Youcanexportthewholetabletoanother
applicationasitis,or evenbetter,youcanmanipulatethisdatabymovingandhidingcolumns,
sorting,filtering,andaddingcalculatedfields.
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Calculatedfields,filtersandsortsarethree importantwaystomanipulateyourdata.Thetoolsfor
creatingthemarefoundintheTableribbon.
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Calculatedfieldsaddmorecolumnstothetable.ThisisawayofaddingDatathatwasnotevenin
theoriginalreport.
Hereisacalculationforanewsalarycolumn;theaccountingsalarieshavebeenincreasedby3%.
TheexpressionincludestheIFfunction;therearemanyfunctionsliketheIFfunctionavailablein
Monarch.
Otherexamplesofcalculatedfieldsthatcouldbeconstructedheremightbetocalculatethe
numberofyearseachemployeehasbeenwiththecompany,ortoassigneachhiredatetoafiscal
quarter.CalculatedFieldscanalsobeusedtocleanupandfixdifficultdata.
Like everythingelseyou haveseen,calculatedfieldsaresavedintheMonarchmodelfile,andthey
arethereforyoutouse repeatedly. Theycanbepartofyourexporteddataaswell.
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WithFilters,youcanisolaterecordsofinterestandviewdatainmanageableandmeaningful
groups.ForexampleifyouwanttoseeonlytheAccountingemployeesyouwouldcreateafilter
expressionlikethis.
You cancreateseveral differentfilters,turnthemonandoffasneeded,savethem,andtheywillbe
thereforyouthenexttimeyourunyourmodelfile.Simplyselectthefilteryouwantfromthefilter
list.
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Youcansortthedatatablebasedonanyonecolumnorcombinationofcolumns.Here,a
descendingsortonsalaryhassortedthehighestpaidemployeestothetopofthetable.
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Ifyouwanttoanalyzethedata,suchastotalingthesalariesorcountingthenumberofrecordsina
group,youcreateasummary.
Herearetwosummariessidebyside,but youcanhavedozensofindividualsummaries each
presentingthedatainauniqueway.Summariescanbehighlevelandgeneral,orverydetailed,or
anythinginbetween.
Simplyselectthefieldsyouwanttoincludeinthesummaryfromalist.Eventhecalculatedfields
andfilters thatyouvecreatedcanbeaddedtoyoursummaries.
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Chartsprovidegraphicalrepresentationofyourdata inavarietyofformats:PieCharts,BarCharts,
LineCharts andmore.
You canviewoneormanychartsatthesametime, andtheyareEASYtocreate.
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InthefullfunctionversionofMonarchyouareabletoExport.So,onceyouhavethedatatheway
youlikeit,withfilters, sorts,calculatedfields,summariesandcharts,youcanexportanyorallofit
tootherapplicationssuchasExcel.
TheExportWizardwillwalk youthroughthesimplesteps,providingseveralpowerfulexportoptions
andvariationsalongtheway.
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Modelscanbeappliedtoindividualreportsoraseriesofreports. Simplyopenthereportorreports,
openthecorrespondingmodelfile,and everything willfallintoplace.
AndifyouwanttomakeyourdataaccessibleoverthewebsavetotheMonarchEnterpriseServer
platform.
Bestofall,youneedtocreatethemodelonlyoncethensimplysaveitforrepeateduse.Thenext
timeyouencounterthereport,oranotherreportintheseries,youwillhavewhatyouneedwithin
seconds.
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VideodemonstrationofMonarch11
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Yoursourcereportmaynotbeasconsistentandwelllaidoutastheemployeelistingreportyou
havejustseen.
YouneedtoknowthatalthoughwehaveseenanintroductiontoMonarchandhavesuccessfully
builtamodelforarelativelysimplereport,therearetoolsandfeatureswithinMonarchfora
multitudeofproblemsandvariations.Herearejustafew.
You mayencounter areportwithrecordsthatwrapontomorethanoneline hereeachpayroll
recordistwolines.
Becauseeachrecordisconsistentlytwolines,thetrapthatwasset prj issuccessfullycapturing
bothlineswithinonetemplate. Monarchallowsyoutoselectatemplatesampleofupto256lines.
Ifthenumberoflinesperrecordisnotconsistent,therearemethodsfordealingwiththataswell.
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Herearetwoexamplesofacommonsituation, thesereportscontainvariabledata likethisblock
addressontheleft,andtheRemarksfield ontheright. These fieldsvary,somewillbelongeror
shorterthanothers.Butadjustingtheadvancedfieldproperties willtakecareofthis.
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Sometimesreportscontainrecordsthat wraplike newspapercolumns.Thisisalistingofmusic
composerswrappingintothreecolumns noticethenumbering.
AlthoughPachebel,Mozart,andWeekles areonthesamelinetheyarenotrelated.Weneedthem
tobeseparaterecordsinthedatatable.ThereisafeatureinMonarchthatcaninterpretamulti
columnregionlikethis.
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Even iffieldsfloatwithinthereportthereisaspecialtrappingfeaturethatwillcapturefloatingdata
andparseitintoperfectcolumnsinthedatatable.
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Onceamodeliscreated,youcanapplythemodeltoonereport,ortomultipleiterationsofa
reportinaseries,andmergethemtoproduceacompilationofinformation,suchasayearend
analysis.
Inthiswayyoucanviewandanalyzedataoveranextendedtimeperiod,orfrommultiplesources
suchasbranchofficesorregionallocations.
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Hereisaquickviewofseveralsamplereports eachwithauniquelayout.
Noticethedifferentcoloredtemplatescapturingthevariousregionsofeachreport;ineverycase
youwillseethereisayellowdetailtemplate.
Thisexampleshowsdetail,threeappendtemplatesandaheadertemplate.Noticetheblock
address everycustomeraddressinthisreportvariesbutMonarchwasabletoextractallofthem
successfullyandultimatelyparsethemoutfully.
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Thisisanexampleofanotherreportwithaninconsistentformat itisalistingofbooktitles.
Noticethevariablefieldsfortheaddressandforthereviewfield.Thereviewsforsomebooks
wraptomultiplelines,whileforthesecondbooktitlelistedthereisntanyreviewatall.But
Monarch11hasfeaturesbuiltinfordealingwithinconsistentdata.
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Hereisanexamplewhereseveraltemplateswereneeded.
Thegreenfooterfieldsfloat noticeconferencenumberanddurationarefloating.Also,notice
theorangeappends somerecordshavemoreappendlevelsthanothers.
Inshort,thedataiseverywhereandveryinconsistent,butthereisnothingMonarch11cant
handle.
Everyreportisunique,butnowyouhavetheinformationyouneedtobeginbuildingMonarch
Modelfilesforyour reports.
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