Pivot Table functionality
I'm new to Monarch and I'm still trying to get my bearings. I've been able to use the tool and create reports and I used Monarch's transform-Pivot feature to create a basic Pivot table Summary for my reports.
It does not seem as thought I was able to build the report to have the same functionality as an excel pivot table would have. With an excel pivot table, I'm able to double click on one of the summed numbers and it will open up a new tab composed of all the rows that make up that summed number.
Does Monarch have this functionality? If so, how do I create such a pivot table?
Answers
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Hi Jesse, are you using Monarch Classic or Data Prep Studio?
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Altair Forum User said:
Hi Jesse, are you using Monarch Classic or Data Prep Studio?
I'm not sure yet, I leave for vacation tomorrow (for 10 days). I have been working with the 30 day download, but my job is in the process of getting me the licenses (for Datawatch, SWARM, and Server). I don't know if that answers your question, I'm very new.
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Altair Forum User said:
Hi Jesse, are you using Monarch Classic or Data Prep Studio?
I'm back from vacation - I have both Classic and Data Prep studio, although I'm not familiar with Data Prep Studio AT ALL...Yet....
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Altair Forum User said:
I'm back from vacation - I have both Classic and Data Prep studio, although I'm not familiar with Data Prep Studio AT ALL...Yet....
Hi Jesse,
You can use the Monarch classic export option and export table data to an Excel file (.xlsx), and then create a pivot table. In the following screenshots (created in Monarch v15.1), a table export to .xlsx file is configured. Under the Advanced tab, the Pivot table is configured. Under the Options tab (within the Advanced tab) other optioned (such as total) are configured.
Please noticed that the Excel is configured to Add data to file (if output exist), and if the sheet is exist it will overwrite it.
You can not create a pivot if you export a summary. Currently pivot is not supported in the Monarch Data Prep studio.
Pivot table without Banded rows and columns are selected.
Pivot table with Banded rows and columns are selected.
Regards
Mo
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Altair Forum User said:
Hi Jesse,
You can use the Monarch classic export option and export table data to an Excel file (.xlsx), and then create a pivot table. In the following screenshots (created in Monarch v15.1), a table export to .xlsx file is configured. Under the Advanced tab, the Pivot table is configured. Under the Options tab (within the Advanced tab) other optioned (such as total) are configured.
Please noticed that the Excel is configured to Add data to file (if output exist), and if the sheet is exist it will overwrite it.
You can not create a pivot if you export a summary. Currently pivot is not supported in the Monarch Data Prep studio.
Pivot table without Banded rows and columns are selected.
Pivot table with Banded rows and columns are selected.
Regards
Mo
Hm...Well that worked, but not as expected (user error ). Looks like I'm going to have to get used to this. I appreciate the help!
So, i should be doing the data manipulation in the Data Prep, then send it, via excel to Monarch DataWatch 14, and create the pivot table there.
Q: I have a roster with employees. One column I have is 'has goal'. In that column I have either a 1 or a 0. On the pivot, I would like to have two columns (and ideally rename them) that look at this data.
So one column would count the '1's (This column would remain 'has goals'). The other column would count the '0's (I would rename this column 'no goals'). Is there a way to do this in DataWatch 14's pivot table software?
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Altair Forum User said:
Hi Jesse,
You can use the Monarch classic export option and export table data to an Excel file (.xlsx), and then create a pivot table. In the following screenshots (created in Monarch v15.1), a table export to .xlsx file is configured. Under the Advanced tab, the Pivot table is configured. Under the Options tab (within the Advanced tab) other optioned (such as total) are configured.
Please noticed that the Excel is configured to Add data to file (if output exist), and if the sheet is exist it will overwrite it.
You can not create a pivot if you export a summary. Currently pivot is not supported in the Monarch Data Prep studio.
Pivot table without Banded rows and columns are selected.
Pivot table with Banded rows and columns are selected.
Regards
Mo
This might be a silly question - but can I do everything I do in the Datawatch Prep Studio in Datawatch Monarch 14? n I
If so, how do I open the workspace that I created in the Prep Studio in Monarch 14? It seems I can only open a 'table' from the workspace and not the entire workspace itself.
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Altair Forum User said:
This might be a silly question - but can I do everything I do in the Datawatch Prep Studio in Datawatch Monarch 14? n I
If so, how do I open the workspace that I created in the Prep Studio in Monarch 14? It seems I can only open a 'table' from the workspace and not the entire workspace itself.
You can open DPS workspace by either drag and drop a workspace on the DPS start page or click on the three bars button (top right corner in DPV v14, or top left corner in DPS v15) and open a workspace.
Regards
Mo
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Altair Forum User said:
You can open DPS workspace by either drag and drop a workspace on the DPS start page or click on the three bars button (top right corner in DPV v14, or top left corner in DPS v15) and open a workspace.
Regards
Mo
That's how to open it in the Data Prep Studio, I'm wondering if I can open up the workspace that I've created in Monarch Datawatch 14 - whether I can do everything I need to do (combine reports and create pivots) in MD14. Right now when I drag and drop a workspace into MD14 I get this:
Ideally I'd need all those tables.
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Altair Forum User said:
That's how to open it in the Data Prep Studio, I'm wondering if I can open up the workspace that I've created in Monarch Datawatch 14 - whether I can do everything I need to do (combine reports and create pivots) in MD14. Right now when I drag and drop a workspace into MD14 I get this:
Ideally I'd need all those tables.
You cannot open the DPS workspace in Monarch classic. You can open a workspace in DPS, and then in the DPS data prep page you can open it in the classic and export the table using pivot.
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Altair Forum User said:
Hm...Well that worked, but not as expected (user error ). Looks like I'm going to have to get used to this. I appreciate the help!
So, i should be doing the data manipulation in the Data Prep, then send it, via excel to Monarch DataWatch 14, and create the pivot table there.
Q: I have a roster with employees. One column I have is 'has goal'. In that column I have either a 1 or a 0. On the pivot, I would like to have two columns (and ideally rename them) that look at this data.
So one column would count the '1's (This column would remain 'has goals'). The other column would count the '0's (I would rename this column 'no goals'). Is there a way to do this in DataWatch 14's pivot table software?
Lets say you have a table with the employees and the goal column:
You can create a summary in the classic to could zeros and one:
Regards
Mo
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Altair Forum User said:
You cannot open the DPS workspace in Monarch classic. You can open a workspace in DPS, and then in the DPS data prep page you can open it in the classic and export the table using pivot.
Okay.
Can I do everything in Classic that I can do in Data Prep? I'm wondering if there's a need to use Data Prep.0 -
Altair Forum User said:
This might be a silly question - but can I do everything I do in the Datawatch Prep Studio in Datawatch Monarch 14? n I
If so, how do I open the workspace that I created in the Prep Studio in Monarch 14? It seems I can only open a 'table' from the workspace and not the entire workspace itself.
Jesse,
Monarch Classic (Datawatch Monarch 14) does not have the same capability and functionality as Data Prep Studio. There is some overlap between the two, but DPS was created to replace Classic, and has been getting closer and closer with each release. DPS is designed to able to contain multiple tables within the Workspace, whereas Classic is a single table application. Because it's a single table app, Classic views a Workspace (potentially many tables) as a database and needs to know which table in the database (Workspace) to open.
Regarding pivots, it seems like you have the general idea for how to export from Classic directly into an Excel pivot table.
DPS does in fact have support for pivoting, however it is a database pivot function rather than an Excel pivot table, which has some advantages and some disadvantages. If I have time, I will mock up some data and give you some screenshots. You also may want to get with Baba since he is PenFed's subject matter expert in the Datawatch platform.
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Altair Forum User said:
Jesse,
Monarch Classic (Datawatch Monarch 14) does not have the same capability and functionality as Data Prep Studio. There is some overlap between the two, but DPS was created to replace Classic, and has been getting closer and closer with each release. DPS is designed to able to contain multiple tables within the Workspace, whereas Classic is a single table application. Because it's a single table app, Classic views a Workspace (potentially many tables) as a database and needs to know which table in the database (Workspace) to open.
Regarding pivots, it seems like you have the general idea for how to export from Classic directly into an Excel pivot table.
DPS does in fact have support for pivoting, however it is a database pivot function rather than an Excel pivot table, which has some advantages and some disadvantages. If I have time, I will mock up some data and give you some screenshots. You also may want to get with Baba since he is PenFed's subject matter expert in the Datawatch platform.
Gotcha - I think I understand.
I have been touching base with Baba on some of these things.
That said, it looks like if I want the ability to click on one of the numbers in a pivot table and have it create a new tab with rows that make up that number then I have to use Classic (otherwise, I can use DPS).
In the future, will DPS have this feature?
Thanks for all your help!0 -
Altair Forum User said:
You cannot open the DPS workspace in Monarch classic. You can open a workspace in DPS, and then in the DPS data prep page you can open it in the classic and export the table using pivot.
@Mo, the statement "You cannot open the DPS workspace in Monarch classic" is incorrect. See my response below about DPWX being viewed by Classic as a database.
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Altair Forum User said:
@Mo, the statement "You cannot open the DPS workspace in Monarch classic" is incorrect. See my response below about DPWX being viewed by Classic as a database.
I did not know we could open DPS workspace in Classic. Tried it and works.
thanks
Mo
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Altair Forum User said:
I did not know we could open DPS workspace in Classic. Tried it and works.
thanks
Mo
Yes, I have not found any good use for it yet, but I suppose there's something out there.
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Altair Employee
