Similiar functions in Monarch Classic to Data Prep Studio

Isabel_21260
Isabel_21260 Altair Community Member
edited October 2020 in Community Q&A

Hello,


If possible, will someone assist me on completing the following tasks?

  1. As in Monarch Classic, I am able to export 5 different sets of data from the same table using defined filters within the Summary export feature. For example: I have a client list with location data all in the same table. I want to export 5 different excel spreadsheets separating the clients based on their specific city location. Is there a way in Data Prep Studio to use filters to create multiple exports using the same source table similar to the way it does in Monarch Classic?
  2. I like using the conditional formatting for my exports out of Monarch Classic; is there a similar function in Data Prep Studio?



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Isabel Zamora
Data Coordinator
Dssw, LLC
TX
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Answers

  • CPorthouse
    CPorthouse
    Altair Employee
    edited October 2020
    1) Being able to export the same summary using named/defined filters hits the two biggest differences between Monarch Classic and Data Prep Studio (DPS).  To achieve something similar in DPS, create the first table with the filter you want defined.  You then duplicate that table for each unique filter you would like to apply and edit the filter in the change list to a new value.

    2) Not at this time.

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    Chris Porthouse
    Professional services
    Altair
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    -------------------------------------------
    Original Message:
    Sent: 10-28-2020 01:02 PM
    From: Isabel Zamora
    Subject: Similiar functions in Monarch Classic to Data Prep Studio

    Hello,

     

    If possible, will someone assist me on completing the following tasks?

    1. As in Monarch Classic, I am able to export 5 different sets of data from the same table using defined filters within the Summary export feature. For example: I have a client list with location data all in the same table. I want to export 5 different excel spreadsheets separating the clients based on their specific city location. Is there a way in Data Prep Studio to use filters to create multiple exports using the same source table similar to the way it does in Monarch Classic?
    2. I like using the conditional formatting for my exports out of Monarch Classic; is there a similar function in Data Prep Studio?
    ------------------------------
    Isabel Zamora
    Data Coordinator
    Dssw, LLC
    TX
    ------------------------------

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