Monarch 14.2 Learning Guide

User Manual: Pdf

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[1] Using the Monarch Documents
- Monarch Learning Guide
- Monarch Help File
- Monarch Training
- Monarch Model Building Service
[2] Introducing Monarch
- What is the Monarch Application?
- New Features in This Version
- The Monarch Suite of Applications
- The Monarch Workflow
- The Monarch Interfaces
[3] Introducing Data Prep Studio
- What is the Data Prep Studio Application?
- New Features in This Version
- Launching Data Prep Studio
- The Data Prep Studio Workflow
- The Data Prep Studio Interface
- Data Prep Studio Hotkeys
[4] Data Prep Studio Lessons
- Before You Begin
- Previewing and Adding Data to a Data Prep Session
- Saving a Workspace
- Using the Datawatch Data Connectors
- Navigating Tables
- Loading a Workspace
- Joining Data in a Data Prep Session
- Appending Data in the Preview Data Window
- Appending Data in the Prep Data Window
  - Appending Data via the Context Menu
  - Appending Data via the Append Helper
- Transforming Data
- Working with Load Plan Visualization
- Working with Calculated Fields
- Filtering Data
- Preparing Data
- Tracking Changes
- Exporting Data
- Switching from Data Prep Studio to Monarch
[5] Monarch Table Extractor Lessons
- Launching Monarch Table Extractor
- Opening a Document
- Defining Tables
- Exporting Tables
[6] Monarch Lessons
- Installing Lesson Files
- The Options Interface
[7] Working in Report View
- Opening Report Files
  - Opening a Single Report File
  - Opening Multiple Instances of a Report
- Getting to Know Report View
- Navigating Through Reports
- Using Bookmarks
- Copying Data from Reports
- Printing from a Report
- Closing Reports
- Using PDF and XPS Files
[8] Extracting Data from a Report
- Getting to Know Report Design View
- Extracting Data Using Templates
- Creating the Detail Template
- Creating Append Templates
  - Trapping the Ship Date Lines
  - Trapping the Account Number and Contact Lines
- Creating a Page Header Template
  - Trapping the Page Header
- Creating an Exclusion Template
- Setting Template Colors
  - Changing Default Colors
  - Resetting Default Colors
- Naming Fields
- Using the Report Index
  - Setting Up a Report Index
  - Navigating within Report Index
    - Passive Navigation
    - Active Navigation
- Working with Model Files
- Working with Project Files
  - Project File Limitations
  - Project Files and Datawatch Automator
[9] Special Data Extraction Techniques
- Using the Address Block Feature
- Using the Auto-Define Feature in Report View
- Using the Auto-Define Trap Feature
- Using the Floating Trap Type
  - Using the Floating Trap to Capture Lines
  - Using the Floating Trap to Define Fields
- Using the Multi-Column Region Trapping Feature
  - Creating a Template to Trap Multi-Column Data
  - Specifying Vertical Boundaries for the MCR
- Using the Regular Expression Trap Type
- Using the Exclusion Trap Feature
- Using the Start and End Region Trap Features
[10] Working in Table View
- Getting to Know Table View
- Getting to Know Table Design View
- Navigating Through a Table
- Formatting Fields
- Assigning Field Types
- Creating Headers and Footers
  - Creating a Page Header
  - Creating a Page Footer
- Printing Table Data
  - Adjusting Page Setup Options
  - Printing Table Data
- Copying Data to Other Applications
- Redacting Fields
  - Redacting a Single Field
  - Redacting an Entire Model
[11] Working with Sorts
- Creating a Sort Order Definition
- Sorting on Multiple Fields
- Restoring the Original Table Order
- Duplicating Sorts
[12] Working with Filters
- Creating Value-Based Filters
- Creating Formula-Based Filters
- Creating Compound Filters
- Using Functions in Filters
- Restoring the Original Table Order
- Duplicating Filters
[13] Working with Calculated Fields
- Creating a Formula Field
- Creating a User-Edited Field
  - Creating User-Edited Fields
  - Using User-Edited Fields
- Making Comparisons
- Redaction Functions
- Regex Functions
- Hiding and Deleting Calculated Fields
- Duplicating Calculated Fields
[14] Working with Multiple Instances of a Report
- Working in Table View
- Creating a Summary to Analyze Data from Multiple Reports
[15] Extracting Multiple-Line Fields
- Capturing a Multiple-Line Field
- Displaying a Multiple-Line Field in Table View
- Memo Fields
- Using Memo Fields
  - Using Memo Fields in Calculated Field and Filter Expressions
- Printing Memo Fields
[16] Summaries
- Creating a Summary
- Adding Key Fields and Measures
- Selecting Filters to Apply in Summaries
- Suppressing Duplicate Values
- Adding Subtotals and Blank Lines
- Adding Measure Calculations
- Adding Item Fields
- Collapsing and Expanding a Summary
- Copying and Printing Summaries
- Duplicating Summaries
[17] Advanced Summary Capabilities
- Summary Displays
- Sorting a Summary
- Sorting by Measure Values
- Restoring the Key Field Direction
- Top n Analysis
- Specifying Key Field Values
- Sorting by Key Field Values
- Upper Limit Values
- Summary Limit Values
[18] Exporting Operations
- Exporting Reports
- Exporting Tables
- Exporting Summaries
  - Exporting a Single Summary
  - Adding a Summary to an Export File
- Exporting Data to Datawatch Designer
  - What is a Designer Workbook?
  - Using Table Data in Datawatch Designer
- Exporting Redaction Alias Maps
- Exporting to Tableau Server
- Duplicating Exports
[19] Importing Data from HTML, Web Files, and External Databases
- Importing Data from an External Database
- Working with the Datawatch ODBC Drivers
- Working with Database Data
- Importing Data from an HTML File
- Importing Data from a Web File
[20] Creating External Lookups
- What is an External Lookup?
- Creating an External Lookup from a Report
- Storing Lookup Parameters in a Model File
- Creating a Lookup from Two Different Reports
  - Using a Report to Create a Lookup File
  - Linking to the Lookup File
- Creating a Lookup from Two External Databases
  - Importing Database Data
  - Linking Database Data
[21] Using Digital Signatures
- What are Digital Signatures?
- Adding Digital Signatures to an Excel File
- Viewing Digital Signatures
[22] Using Pivot Tables
- Adding Pivot Tables to an Excel File
- Viewing a Pivot Table
- Working with Pivot Tables
[23] Working with Asian (CJK) Character Sets
- Setting Fullwidth Character Mode
- Setting Fallback Asian Fonts
- Setting the Date/Time Format
- Setting the Ignore Character Width Option
[24] Using Monarch Utility
- Copying Models or Projects
- Converting Text/XML Models or Projects to the Binary Format
- Managing External References in Binary Models or Projects
- Managing Authors and Descriptions in Binary Models or Projects
- Purging Audit Trails in Binary Models or Projects
- Preparing Files for Monarch
Conclusion

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