Ask The Expert Series on February 22, 2022 
Monarch & Monarch Server(Automator)

The Session began with a brief overview of Analyze Tab - Summaries in Monarch Complete v.2021 (Classic & DPS Mode) before diving into the LIVE Questions. 

The Session began with our Expert reviewing the following:

• Session began with Steve providing answer from question asked during Feb. 8th Ask the Expert: How to capture the date from the file name and then use it in the output file name (Monarch Server/Automator)?   (review first 8 minutes of the session)
  
  
• Analyze Tab - Summaries  (reviewed at approximately 10-mins after the session started for about 24 mins.) 
  
  • Reviewed creating a Summary within Classic Mode Interface
    
    • How one can Sort the results of the Summary using the Sort Tab
    • Then using the Matching Tab - showed the top 10 values and then the remainder values as "all others" so one is able to see the grand total at a faster glance and not need to scroll to the bottom of the results
    • When utilizing the Matching Tab one can set a 'threshold' by an amount such as greater than 100
    • Can also create a Sort to show a set of values from the Table so it only brings those specific value fields
    • In creating the Summary can select the specific value fields to be included within the Summary
    • CLASSIC MODE - allows for Coloring Options for the results {Not in DPS Mode at this time}
  • Reviewed creating a Summary within DPS Mode (approximately at 35 mins. time frame) 
    
    • DPS allows for a more flexibility to perform transformations such as sorting & grouping
    • the ROW is like the Key field in Classic Mode
      
      

LIVE Questions submitted:

Monarch: 
1.  Will DPS Mode Summaries have the same color options like Classic Mode?

• Unknown at this time if it is on list for R&D/feature addition.  Though we know that Development is working to bring same capabilities executed in Classic Mode over into DPS Mode. 
  
  

Monarch Server: 
1.  How do you use the Summaries in Automator(Monarch Server)?

• If your Model contains Summaries, on the Visual Process, you can use Summary Export Object.  If a Workspace with a Summary is uploaded to Monarch Server(Automator), then you may use the DataPrep Export Object Property; you can click on the Summary Export button and Select a Summary. 

 

Additional Resources:

Creating Summary in Classic Mode              Summary View - Classic Mode               Summary Design - Classic Mode

Creating Summaries in DPS Mode                The Analyze Tab                                   Sorting Key & Item Fields in Summaries

Processes