Export multiple reports from one table
Vanessa_21460
Altair Community Member
Hello
Does anyone have experience with exporting multiple reports easily based on a key value.
For example I have one file with 100 lines for 5 different states my key would be "CA', "TX", "CO", "NV", and "NM". Is there anyway to export each states file separately? Right now the only way I know how to do this is filter, then export, filter and export over and over. Or create 5 table each with a different export.
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Vanessa Tanner
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Does anyone have experience with exporting multiple reports easily based on a key value.
For example I have one file with 100 lines for 5 different states my key would be "CA', "TX", "CO", "NV", and "NM". Is there anyway to export each states file separately? Right now the only way I know how to do this is filter, then export, filter and export over and over. Or create 5 table each with a different export.
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Vanessa Tanner
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0
Answers
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Hello Vanessa:
Under Monarch Help, please search for and read the section re: Exporting Summary Data Based on Key Value Changes. This will provide clear instruction on creating separate Excel workbooks or separate worksheets within a workbook, Based on distinct values of the first key.
HTH
Al
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Al Rice
Owner - President- CEO
Trends In Data, LLC
West Bloomfield MI
(248) 761-5238
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Original Message:
Sent: 09-11-2019 05:03 PM
From: Vanessa Tanner
Subject: Export multiple reports from one table
Hello
Does anyone have experience with exporting multiple reports easily based on a key value.
For example I have one file with 100 lines for 5 different states my key would be "CA', "TX", "CO", "NV", and "NM". Is there anyway to export each states file separately? Right now the only way I know how to do this is filter, then export, filter and export over and over. Or create 5 table each with a different export.
------------------------------
Vanessa Tanner
------------------------------
"0 -
Hi Vanessa,
Based on your description I believe you are using Data Prep studio. As you already figured it out, for each state you will need to create a separate table (e.g tbl_CA, tbl_TX, etc) , and then create 5 exports for each table.
If you use Monarch classic, you can create 5 filters (one filter for each state), then use export and export tables, then select all filters. Configured the output to be created for each filter (a separate file for each filter) or one Excel file, and multiple worksheet tab for each filter.
Noticed in the following screenshot the Export table is selected, and All Filter is selected. If you select By Files option then a separate file will be created. The file names will be based on the filter name (e.g. ca.xlsx, tx.xlsx). If you select By Tables , then multiple worksheets will be created in one Excel file. The worksheet name will be based on the filter name.
Per Al's suggestion, you can also create a Summary in Monarch classic, and use exporting summary data based on key value changes. When you build a summary, the first column must be the state field column.
Currently the above functionalities are only available in Monarch Classic.
Regards
------------------------------
Mo Abdolrahim
Senior Implementation & Integration Engineer
Datawatch Corporation
MA
(978) 935-3840
------------------------------
-------------------------------------------
Original Message:
Sent: 09-11-2019 05:03 PM
From: Vanessa Tanner
Subject: Export multiple reports from one table
Hello
Does anyone have experience with exporting multiple reports easily based on a key value.
For example I have one file with 100 lines for 5 different states my key would be "CA', "TX", "CO", "NV", and "NM". Is there anyway to export each states file separately? Right now the only way I know how to do this is filter, then export, filter and export over and over. Or create 5 table each with a different export.
------------------------------
Vanessa Tanner
------------------------------
"0 -
Hello Mo,Mahmoud said:Hi Vanessa,
Based on your description I believe you are using Data Prep studio. As you already figured it out, for each state you will need to create a separate table (e.g tbl_CA, tbl_TX, etc) , and then create 5 exports for each table.
If you use Monarch classic, you can create 5 filters (one filter for each state), then use export and export tables, then select all filters. Configured the output to be created for each filter (a separate file for each filter) or one Excel file, and multiple worksheet tab for each filter.
Noticed in the following screenshot the Export table is selected, and All Filter is selected. If you select By Files option then a separate file will be created. The file names will be based on the filter name (e.g. ca.xlsx, tx.xlsx). If you select By Tables , then multiple worksheets will be created in one Excel file. The worksheet name will be based on the filter name.
Per Al's suggestion, you can also create a Summary in Monarch classic, and use exporting summary data based on key value changes. When you build a summary, the first column must be the state field column.
Currently the above functionalities are only available in Monarch Classic.
Regards
------------------------------
Mo Abdolrahim
Senior Implementation & Integration Engineer
Datawatch Corporation
MA
(978) 935-3840
------------------------------
-------------------------------------------
Original Message:
Sent: 09-11-2019 05:03 PM
From: Vanessa Tanner
Subject: Export multiple reports from one table
Hello
Does anyone have experience with exporting multiple reports easily based on a key value.
For example I have one file with 100 lines for 5 different states my key would be "CA', "TX", "CO", "NV", and "NM". Is there anyway to export each states file separately? Right now the only way I know how to do this is filter, then export, filter and export over and over. Or create 5 table each with a different export.
------------------------------
Vanessa Tanner
------------------------------
"
Thank you for the guidance above I went ahead and used classic to create my multiple exports easily and the team is thrilled because this saves so much time.
In DPS you can export a worksheet with one tab as your table and another tab as your summary. Since DPS does not have the ability to export based on filter my question is does classic have the ability to export tables and summaries based on the filter value into the same report?
------------------------------
Vanessa Tanner
Manager Optimization Services
Gap Inc Store Labs
San Francisco NM
(505) 462-0455
------------------------------
-------------------------------------------
Original Message:
Sent: 09-12-2019 05:23 AM
From: Mahmoud Abdolrahim
Subject: Export multiple reports from one table
Hi Vanessa,
Based on your description I believe you are using Data Prep studio. As you already figured it out, for each state you will need to create a separate table (e.g tbl_CA, tbl_TX, etc) , and then create 5 exports for each table.
If you use Monarch classic, you can create 5 filters (one filter for each state), then use export and export tables, then select all filters. Configured the output to be created for each filter (a separate file for each filter) or one Excel file, and multiple worksheet tab for each filter.
Noticed in the following screenshot the Export table is selected, and All Filter is selected. If you select By Files option then a separate file will be created. The file names will be based on the filter name (e.g. ca.xlsx, tx.xlsx). If you select By Tables , then multiple worksheets will be created in one Excel file. The worksheet name will be based on the filter name.
Per Al's suggestion, you can also create a Summary in Monarch classic, and use exporting summary data based on key value changes. When you build a summary, the first column must be the state field column.
Currently the above functionalities are only available in Monarch Classic.
Regards
------------------------------
Mo Abdolrahim
Senior Implementation & Integration Engineer
Datawatch Corporation
MA
(978) 935-3840
------------------------------
Original Message:
Sent: 09-11-2019 05:03 PM
From: Vanessa Tanner
Subject: Export multiple reports from one table
Hello
Does anyone have experience with exporting multiple reports easily based on a key value.
For example I have one file with 100 lines for 5 different states my key would be "CA', "TX", "CO", "NV", and "NM". Is there anyway to export each states file separately? Right now the only way I know how to do this is filter, then export, filter and export over and over. Or create 5 table each with a different export.
------------------------------
Vanessa Tanner
------------------------------
"0 -
Hi Venessa,Vanessa_21460 said:Hello Mo,
Thank you for the guidance above I went ahead and used classic to create my multiple exports easily and the team is thrilled because this saves so much time.
In DPS you can export a worksheet with one tab as your table and another tab as your summary. Since DPS does not have the ability to export based on filter my question is does classic have the ability to export tables and summaries based on the filter value into the same report?
------------------------------
Vanessa Tanner
Manager Optimization Services
Gap Inc Store Labs
San Francisco NM
(505) 462-0455
------------------------------
-------------------------------------------
Original Message:
Sent: 09-12-2019 05:23 AM
From: Mahmoud Abdolrahim
Subject: Export multiple reports from one table
Hi Vanessa,
Based on your description I believe you are using Data Prep studio. As you already figured it out, for each state you will need to create a separate table (e.g tbl_CA, tbl_TX, etc) , and then create 5 exports for each table.
If you use Monarch classic, you can create 5 filters (one filter for each state), then use export and export tables, then select all filters. Configured the output to be created for each filter (a separate file for each filter) or one Excel file, and multiple worksheet tab for each filter.
Noticed in the following screenshot the Export table is selected, and All Filter is selected. If you select By Files option then a separate file will be created. The file names will be based on the filter name (e.g. ca.xlsx, tx.xlsx). If you select By Tables , then multiple worksheets will be created in one Excel file. The worksheet name will be based on the filter name.
Per Al's suggestion, you can also create a Summary in Monarch classic, and use exporting summary data based on key value changes. When you build a summary, the first column must be the state field column.
Currently the above functionalities are only available in Monarch Classic.
Regards
------------------------------
Mo Abdolrahim
Senior Implementation & Integration Engineer
Datawatch Corporation
MA
(978) 935-3840
------------------------------
Original Message:
Sent: 09-11-2019 05:03 PM
From: Vanessa Tanner
Subject: Export multiple reports from one table
Hello
Does anyone have experience with exporting multiple reports easily based on a key value.
For example I have one file with 100 lines for 5 different states my key would be "CA', "TX", "CO", "NV", and "NM". Is there anyway to export each states file separately? Right now the only way I know how to do this is filter, then export, filter and export over and over. Or create 5 table each with a different export.
------------------------------
Vanessa Tanner
------------------------------
"
The Monarch Classic does not have the ability to export table and summary for all filters into the same report.
This capability is available in the Monarch Server Automator.
Regards
Mo
------------------------------
Mahmoud Abdolrahim
Senior Implementation & Integration Engineer
Datawatch Corporation
MA
(978) 935-3840
------------------------------
-------------------------------------------
Original Message:
Sent: 09-30-2019 10:44 AM
From: Vanessa Tanner
Subject: Export multiple reports from one table
Hello Mo,
Thank you for the guidance above I went ahead and used classic to create my multiple exports easily and the team is thrilled because this saves so much time.
In DPS you can export a worksheet with one tab as your table and another tab as your summary. Since DPS does not have the ability to export based on filter my question is does classic have the ability to export tables and summaries based on the filter value into the same report?
------------------------------
Vanessa Tanner
Manager Optimization Services
Gap Inc Store Labs
San Francisco NM
(505) 462-0455
------------------------------
Original Message:
Sent: 09-12-2019 05:23 AM
From: Mahmoud Abdolrahim
Subject: Export multiple reports from one table
Hi Vanessa,
Based on your description I believe you are using Data Prep studio. As you already figured it out, for each state you will need to create a separate table (e.g tbl_CA, tbl_TX, etc) , and then create 5 exports for each table.
If you use Monarch classic, you can create 5 filters (one filter for each state), then use export and export tables, then select all filters. Configured the output to be created for each filter (a separate file for each filter) or one Excel file, and multiple worksheet tab for each filter.
Noticed in the following screenshot the Export table is selected, and All Filter is selected. If you select By Files option then a separate file will be created. The file names will be based on the filter name (e.g. ca.xlsx, tx.xlsx). If you select By Tables , then multiple worksheets will be created in one Excel file. The worksheet name will be based on the filter name.
Per Al's suggestion, you can also create a Summary in Monarch classic, and use exporting summary data based on key value changes. When you build a summary, the first column must be the state field column.
Currently the above functionalities are only available in Monarch Classic.
Regards
------------------------------
Mo Abdolrahim
Senior Implementation & Integration Engineer
Datawatch Corporation
MA
(978) 935-3840
Original Message:
Sent: 09-11-2019 05:03 PM
From: Vanessa Tanner
Subject: Export multiple reports from one table
Hello
Does anyone have experience with exporting multiple reports easily based on a key value.
For example I have one file with 100 lines for 5 different states my key would be "CA', "TX", "CO", "NV", and "NM". Is there anyway to export each states file separately? Right now the only way I know how to do this is filter, then export, filter and export over and over. Or create 5 table each with a different export.
------------------------------
Vanessa Tanner
------------------------------
"0
Altair Employee