Monarch 11.5
Learning Guide
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Monarch software is offered and is to be used in accordance with a SOFTWARE LICENSE AND MAINTENANCE AGREEMENT. This agreement stipulates that this software be used only in the computer system designated in that agreement. The agreement further stipulates that the customer shall not copy or alter, or permit others to copy or alter, the software or related materials in whole or in part, in any media for any purpose, except to make an archive (back-up) copy or to make a copy as an essential step in the use of the software with the customer's computer. Datawatch Corporation hereby grants the buyer the right to reprint this documentation for internal uses only. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, for any other purposes, without the prior written permission of Datawatch Corporation. Monarch 11.5 Learning Guide December 2012 Copyright © 2012 by Datawatch Corporation All rights reserved. Printed in the U.S.A. Unpublished - Rights reserved under the copyright law of the United States. Monarch is a trademark of Datawatch Corporation. Other products mentioned herein may be trademarks or registered trademarks of their respective owners in the United States or other countries. U.S. GOVERNMENT: If licensee is acquiring the software on behalf of any unit or agency of the U.S. Government, the following shall apply: (a) for units of the Department of Defense: RESTRICTED RIGHTS LEGEND: Use, duplication, or disclosure by the Government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data Clause at DFARS 252.227-7014. (b) for any other unit or agency: NOTICE - Notwithstanding any other lease or license agreement that may pertain to, or accompany the delivery of, the computer software and accompanying documentation, the rights of the Government regarding its use, reproduction and disclosure are as set forth in Clause 52.227-19(c)(2) of the FAR.
North and South America: Datawatch Corporation Quorum Office Park 271 Mill Rd., Chelmsford, MA 01824, USA Phone: +1-978-441-2200/+1-800-445-3311 (Toll-free, US only) Fax: +1-978-441-1114 Sales: [email protected] Global Support: [email protected]
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Datawatch GmbH Leopoldstrasse 244 80807 München, Germany Tel: +49 (0) 89 208039 528 Fax: +49 (0) 89 208039 530 Sales: [email protected]
Australia/Pacific Rim Datawatch Pty Limited World Tower 1603 / 87 Liverpool Street Sydney, NSW, 2000, Australia Phone: +61 2 8920 3244 Fax: +61 2 8920 3299 E-Mail: [email protected] Table of Contents
Using the Monarch Documentation ...... 1 Monarch Learning Guide ...... 1 Monarch Help File ...... 1 Monarch Training...... 2 Monarch Model Building Service ...... 2 What is Monarch? ...... 3 Functional Overview ...... 3 Monarch Data Flow ...... 5 Before You Begin ...... 10 Installing Lesson Files ...... 10 The Options Dialog...... 11 Setting Folder Defaults...... 11 Setting Input Options ...... 12 Setting View Options ...... 14 Setting Export Options ...... 15 Setting Clipboard Options ...... 16 Setting Security Options...... 17 Setting Time Interval Options ...... 17 Setting Advanced Options...... 18 Setting THEME Options ...... 19 Starting a Monarch Session ...... 20 Opening a Report File...... 21 Support for Japanese Input ...... 22 Opening Japanese Files as Input...... 22 The Report Window ...... 23 The Document Explorer ...... 24 Working with Report Colors ...... 28 Changing Fonts ...... 29 Moving Around in a Report...... 31 Using the Go to Page Icon...... 32 Finding Information in a Report ...... 32 Using Bookmarks...... 33 Copying Data from a Report ...... 35 Smartcopying Data ...... 37 Printing from a Report ...... 38 Summary ...... 42 Starting the Lesson...... 43 Setting Template Colors ...... 44 What is a Data Extraction Template? ...... 45 Creating a Detail Template ...... 45 Trapping the Detail Lines ...... 46 Using the Alpha Character Trap ...... 47 Using a Numeric Character Trap ...... 48 Using Multiple Character Traps ...... 49 Highlighting Fields ...... 50 Verifying Field Boundaries...... 53 Naming Fields ...... 54 Naming the Template ...... 56 Changing the Template Colors ...... 56 Displaying Data in the Data View Window ...... 58 Saving Your Work ...... 59 Using the Auto-Define Trap Feature ...... 60 Using the Auto-Define Fields Button ...... 66 Summary ...... 67 Starting the Lesson...... 68 Creating the Detail Template ...... 69 Trapping the Detail Lines ...... 70 Highlighting the Detail Fields ...... 71 Creating Append Templates...... 72 Trapping the Ship Date Lines...... 73 Trapping the Account Number and Contact Lines...... 75 Defining a Page Header Template...... 76 Trapping the Page Header...... 77 Verifying Field Boundaries...... 78 Naming Fields...... 80 How Records are Assembled...... 83 Configuring the Report Index ...... 84 Navigating within Report Index...... 86 Passive Navigation ...... 87 Active Navigation ...... 87 Exporting from the Report Window ...... 88 Saving Your Work ...... 93 Summary ...... 93 Starting the Lesson...... 94 Special Problems with Addresses ...... 95 Extracting an Address Block ...... 95 Using the Address Block Feature ...... 98 Saving Your Work ...... 100 Using the Floating Trap...... 101 Using the Floating Trap to Capture Lines ...... 102 Using the Floating Trap to Define Fields ...... 106 Using the Multi-Column Region (MCR) Trapping Feature ...... 109 Creating a Template to Trap the Data ...... 113 Specifying Vertical Boundaries for the MCR...... 118 Saving Your Work ...... 121 Summary ...... 121 Starting the Lesson...... 122 Naming Fields...... 123 Quick Naming ...... 124 Naming Tip ...... 125 Format Adjustments ...... 126 Filling Empty Cells ...... 127 Adjusting Field Widths ...... 128 Moving Fields ...... 130 Hiding Fields ...... 132 Finding Information in a Table ...... 134 Assigning the Field Type...... 136 Displaying the Source of a Record ...... 136 Saving Your Work ...... 139 Summary ...... 139 Starting the Lesson...... 140 Printing Table Data...... 141 Adjusting the Font Size...... 142 Page Setup Options...... 142 Creating a Page Header...... 143 Selecting and Printing the Data...... 145 Copying Data to Other Applications ...... 147 Exporting Data to a File ...... 148 Adding Data to an Existing File ...... 152 Saving Your Work ...... 154 Summary ...... 155 Sorting the Table...... 156 Starting the Lesson...... 156 Creating a Sort Order Definition ...... 157 Sorting on Multiple Fields...... 159 Duplicating a Sort Order Definition ...... 160 Restoring the Original Record Order ...... 161 Saving Your Work ...... 162 Summary ...... 162 What is a Filter? ...... 163 Starting the Lesson...... 164 Creating a Values-Based Filter Expression...... 165 Creating a Formula-Based Filter ...... 167 Creating a Compound Filter Expression ...... 169 Using Functions in Filters ...... 171 Restoring the Original Data ...... 172 Saving Your Work ...... 172 Summary ...... 172 What is a Calculated Field? ...... 174 Starting the Lesson...... 174 Creating a Calculated Field ...... 175 Making Comparisons...... 178 Hiding and Deleting Calculated Fields...... 181 Saving Your Work ...... 181 Summary ...... 182 What is a Summary? ...... 183 Starting the Lesson...... 185 Creating a Summary ...... 186 Adding Key Fields and Measures ...... 187 Selecting a Filter to Apply when Building the Summary ...... 189 Naming and Displaying the Summary ...... 190 Suppressing Duplicate Values ...... 191 Adding Subtotals and Blank Lines...... 192 Adding Measure Calculations ...... 193 Adding Item Fields...... 195 Collapsing and Expanding a Summary ...... 196 Specifying Summary Design Preferences...... 198 Creating a Quick Summary ...... 202 Copying, Printing, and Exporting Summaries...... 203 Saving Your Work ...... 203 Summary ...... 204 Starting the Lesson...... 205 Summary Displays ...... 206 Displaying Key Field Values Across ...... 206 Displaying Null Values ...... 208 Freezing Panes ...... 209 Adjusting Column Widths ...... 209 Viewing Other Measures ...... 210 Displaying Multiple Measures in Across Key Summaries ...... 212 Sorting a Summary ...... 213 Sorting by Measure Values ...... 214 Restoring the Key Field Direction ...... 216 Top n Analysis ...... 217 Specifying Key Field Values ...... 219 Sorting by Key Field Values ...... 221 Upper Limit Values...... 221 Summary Limit Values...... 222 Saving Your Work ...... 224 Summary ...... 224 How Monarch Creates Charts...... 225 Starting the Lesson...... 227 Displaying Charts...... 228 Navigating a Series of Charts...... 230 Locating a Specific Chart...... 232 Displaying More Information on Each Chart...... 232 Changing Chart Type and Display Options ...... 235 Viewing Chart Values...... 236 Selecting Chart Display Options...... 237 Adding a Title to a Chart ...... 239 Specifying Chart Colors and Fonts ...... 242 Specifying Chart Colors ...... 242 Specifying Chart Fonts...... 243 Copying a Chart to Another Application ...... 244 Exporting a Chart ...... 245 Printing a Chart ...... 246 Saving Your Work ...... 247 Summary ...... 247 Analyzing Data from a Series of Reports ...... 249 Starting the Lesson...... 250 Opening Multiple Instances of a Report ...... 250 Extracting Data...... 252 Working in the Data View Window ...... 254 Sorting...... 254 Identifying the Source of Each Record ...... 255 The File() Function ...... 256 The ID() Function ...... 259 Creating a Summary to Analyze Data from Multiple Reports...... 260 Saving Your Work to a Model File ...... 261 Summary ...... 262 Starting the Lesson...... 263 Capturing a Multiple-Line Field ...... 266 Displaying a Multiple Line Field in the Data View Window ...... 273 Memo Fields...... 274 Viewing Memo Fields ...... 275 Using Memo Fields ...... 276 Using Memo Fields in Calculated Field and Filter Expressions ...... 277 Exporting Memo Fields ...... 279 Printing Memo Fields ...... 281 Saving Your Work ...... 282 Summary ...... 282 Accessing Database Data with Monarch...... 283 Importing Data from an External Database ...... 284 Adjusting Fields ...... 289 Storing Import Parameters in a Model File ...... 292 Opening the Model File ...... 293 Importing Data from an HTML File...... 294 Saving Your Work ...... 299 Summary ...... 299 What is an External Lookup? ...... 300 Creating an External Lookup from a Report ...... 302 Storing Lookup Parameters in a Model File...... 308 Opening the Model File ...... 309 Creating a Lookup from Two Different Reports...... 309 Using a Report to Create a Lookup File...... 310 Linking to the Lookup File ...... 312 Creating a Lookup from Two External Databases...... 314 Importing Database Data...... 315 Linking Database Data...... 316 Summary ...... 318 Importing a PDF or XPS File into Monarch ...... 319 Stretch Option...... 321 Mono-spaced Option ...... 321 Freeform Option ...... 322 Customizing the PDF/XPS Import Options...... 323 Exporting to a PDF File ...... 324 Exporting Japanese Text Files to PDF...... 327 Summary ...... 327 What are Digital Signatures? ...... 328 Starting the Lesson...... 329 Adding Digital Signatures to an Excel File...... 330 Viewing Digital Signatures...... 332 Starting the Lesson...... 334 Exporting to a Pivot Table...... 335 Viewing a Pivot Table ...... 337 Working with Pivot Tables ...... 339 Starting the Lesson...... 340 Applying Monarch Context ...... 341 Working with Monarch Context...... 342 Working with Monarch Power Client...... 346 Setting Up Server Properties ...... 346 Opening Reports and Models from DES ...... 348 Saving Your Model ...... 349
Preface
Using the Monarch Documentation
The Monarch documentation consists of a Learning Guide and a Help file.
Monarch Learning Guide The Monarch Learning Guide contains a short introduction to Monarch along with a series of lessons designed to quickly acquaint you with the program. The lessons are divided into several sections: The Report Window, The Data View window, The Summary Window, and Advanced Topics. Each of the first three sections describes a major area of Monarch. First-time users will be well rewarded for the time they spend working through these sections. The Advanced Topics section should be tackled after you become familiar with the basic concepts of Monarch, as this section will leverage what you learned in the previous sections. Each lesson should take from 20 to 30 minutes to complete.
Monarch Help File The Monarch Help file provides detailed information and step-by-step instructions for performing numerous tasks in Monarch. It also includes information on automating Monarch operations, preparing files for input to Monarch, and technical specifications. To access the Help file, double-click on the MAIN.chm file in the Monarch Program folder (C:\Program Files\Datawatch\Monarch\Program). To access the file while within Monarch, select File, click on the drop-down button of the Help menu, and then select Help Topics from the options that display.
Note For information on features not covered in the Monarch Learning Guide, consult the Monarch Help file.
Monarch Learning Guide 1
Monarch Training
Datawatch provides Monarch training courses to help anyone in your organization rapidly improve his or her Monarch proficiency skills. Available in locations around the country, these training classes are designed for all levels of expertise. Whether you are just getting started and need the basics, or you would like to hone your skills and learn new ways to use Monarch, Datawatch is ready to help you reach new levels of Monarch proficiency. Our objective is to help Monarch users succeed as quickly as possible. Taught by Datawatch’s seasoned staff of Monarch experts, the training courses guide you through all aspects of Monarch’s features and capabilities, including tips and techniques on effective, timesaving shortcuts. There is also a lab session at the end of class where you can bring in your own files and receive individual instruction and suggestions for using Monarch to meet your specific requirements. Monarch onsite training and personal web-based training courses are also available. For additional information on Monarch training, you can visit http://datawatch.com/customer-support/services/training-overview. In North America, you may also call the Training Department directly: