How can I pull text from above a template?

Vaughn
Vaughn Altair Community Member
edited December 2021 in Community Q&A
I know you can pull strings from a preceding line (below). However, is a possible to pull from above a template? 

Using the example below. I want to make my append template  "Total Appts" and grab the name above.

I was using the date to grab the name, but the date is not always there. so it wont work. I can't use a alpha trap because then it will pick up the location. 

I was also going to try and pull the name using the header, but the date being there some times messes that option up too. I can't delete the date because I need the date. Plus the report is huge. 

Any help is appreciated. :)


Example:


09/15/2020 <--- Date
Vaughn Mitchell  <--- Name   <----- This is what I want to grab. 
            Total Appts: 0 <----- Only thing that is consistent in the report. 
Alaska     <---- Location
09:00 - 10:00 Available 1

Steve Jobs
            Total Appts: 0
Nevada
09:00 - 10:00 Available 1

Elon Musk
            Total Appts: 1
Iowa
09:00 - 10:00 Booked 1

------------------------------
Vaughn Mitchell
Data Analyst
------------------------------
Tagged:

Best Answer

  • Charles K
    Charles K Altair Community Member
    edited December 2021 Answer ✓
    Since the only consistent info in the report is "Total Appts", Id Make the name and total appts lines a 2 line detail template with the trap set to "Total Appts" on line 2.  Any data elements you want to trap above the "Name/TotalAppt" detail would be an append template.  Anything you want to pull in below the detail template is a footer.

    I attached a screenshot based on your example.  
    Good Luck!

    ------------------------------
    Charles K Stewart
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 09-15-2020 11:51 AM
    From: Vaughn Mitchell
    Subject: How can I pull text from above a template?

    I know you can pull strings from a preceding line (below). However, is a possible to pull from above a template?

    Using the example below. I want to make my append template  "Total Appts" and grab the name above.

    I was using the date to grab the name, but the date is not always there. so it wont work. I can't use a alpha trap because then it will pick up the location.

    I was also going to try and pull the name using the header, but the date being there some times messes that option up too. I can't delete the date because I need the date. Plus the report is huge.

    Any help is appreciated. :)


    Example:


    09/15/2020 <--- Date
    Vaughn Mitchell  <--- Name   <----- This is what I want to grab.
                Total Appts: 0 <----- Only thing that is consistent in the report.
    Alaska     <---- Location
    09:00 - 10:00 Available 1

    Steve Jobs
                Total Appts: 0
    Nevada
    09:00 - 10:00 Available 1

    Elon Musk
                Total Appts: 1
    Iowa
    09:00 - 10:00 Booked 1

    ------------------------------
    Vaughn Mitchell
    Data Analyst
    ------------------------------"

Answers

  • Charles K
    Charles K Altair Community Member
    edited December 2021 Answer ✓
    Since the only consistent info in the report is "Total Appts", Id Make the name and total appts lines a 2 line detail template with the trap set to "Total Appts" on line 2.  Any data elements you want to trap above the "Name/TotalAppt" detail would be an append template.  Anything you want to pull in below the detail template is a footer.

    I attached a screenshot based on your example.  
    Good Luck!

    ------------------------------
    Charles K Stewart
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 09-15-2020 11:51 AM
    From: Vaughn Mitchell
    Subject: How can I pull text from above a template?

    I know you can pull strings from a preceding line (below). However, is a possible to pull from above a template?

    Using the example below. I want to make my append template  "Total Appts" and grab the name above.

    I was using the date to grab the name, but the date is not always there. so it wont work. I can't use a alpha trap because then it will pick up the location.

    I was also going to try and pull the name using the header, but the date being there some times messes that option up too. I can't delete the date because I need the date. Plus the report is huge.

    Any help is appreciated. :)


    Example:


    09/15/2020 <--- Date
    Vaughn Mitchell  <--- Name   <----- This is what I want to grab.
                Total Appts: 0 <----- Only thing that is consistent in the report.
    Alaska     <---- Location
    09:00 - 10:00 Available 1

    Steve Jobs
                Total Appts: 0
    Nevada
    09:00 - 10:00 Available 1

    Elon Musk
                Total Appts: 1
    Iowa
    09:00 - 10:00 Booked 1

    ------------------------------
    Vaughn Mitchell
    Data Analyst
    ------------------------------"
  • Vaughn
    Vaughn Altair Community Member
    edited September 2020
    Charles K said:

    Since the only consistent info in the report is "Total Appts", Id Make the name and total appts lines a 2 line detail template with the trap set to "Total Appts" on line 2.  Any data elements you want to trap above the "Name/TotalAppt" detail would be an append template.  Anything you want to pull in below the detail template is a footer.

    I attached a screenshot based on your example.  
    Good Luck!

    ------------------------------
    Charles K Stewart
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 09-15-2020 11:51 AM
    From: Vaughn Mitchell
    Subject: How can I pull text from above a template?

    I know you can pull strings from a preceding line (below). However, is a possible to pull from above a template?

    Using the example below. I want to make my append template  "Total Appts" and grab the name above.

    I was using the date to grab the name, but the date is not always there. so it wont work. I can't use a alpha trap because then it will pick up the location.

    I was also going to try and pull the name using the header, but the date being there some times messes that option up too. I can't delete the date because I need the date. Plus the report is huge.

    Any help is appreciated. :)


    Example:


    09/15/2020 <--- Date
    Vaughn Mitchell  <--- Name   <----- This is what I want to grab.
                Total Appts: 0 <----- Only thing that is consistent in the report.
    Alaska     <---- Location
    09:00 - 10:00 Available 1

    Steve Jobs
                Total Appts: 0
    Nevada
    09:00 - 10:00 Available 1

    Elon Musk
                Total Appts: 1
    Iowa
    09:00 - 10:00 Booked 1

    ------------------------------
    Vaughn Mitchell
    Data Analyst
    ------------------------------"

    Thank you!

    This worked perfect!


    ------------------------------
    Vaughn Mitchell
    Data Analyst
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 09-15-2020 12:03 PM
    From: Charles K Stewart
    Subject: How can I pull text from above a template?

    Since the only consistent info in the report is "Total Appts", Id Make the name and total appts lines a 2 line detail template with the trap set to "Total Appts" on line 2.  Any data elements you want to trap above the "Name/TotalAppt" detail would be an append template.  Anything you want to pull in below the detail template is a footer.

    I attached a screenshot based on your example.
    Good Luck!

    ------------------------------
    Charles K Stewart
    ------------------------------

    Original Message:
    Sent: 09-15-2020 11:51 AM
    From: Vaughn Mitchell
    Subject: How can I pull text from above a template?

    I know you can pull strings from a preceding line (below). However, is a possible to pull from above a template?

    Using the example below. I want to make my append template  "Total Appts" and grab the name above.

    I was using the date to grab the name, but the date is not always there. so it wont work. I can't use a alpha trap because then it will pick up the location.

    I was also going to try and pull the name using the header, but the date being there some times messes that option up too. I can't delete the date because I need the date. Plus the report is huge.

    Any help is appreciated. :)


    Example:


    09/15/2020 <--- Date
    Vaughn Mitchell  <--- Name   <----- This is what I want to grab.
                Total Appts: 0 <----- Only thing that is consistent in the report.
    Alaska     <---- Location
    09:00 - 10:00 Available 1

    Steve Jobs
                Total Appts: 0
    Nevada
    09:00 - 10:00 Available 1

    Elon Musk
                Total Appts: 1
    Iowa
    09:00 - 10:00 Booked 1

    ------------------------------
    Vaughn Mitchell
    Data Analyst
    ------------------------------"
  • Rebecca_Cronin
    Rebecca_Cronin
    Altair Employee
    edited December 2021

    Hi @Vaughn ,

     

    Something that may be helpful for yourself and colleagues is the 'Quick Reference Template Sheet' that describes the various templates for "trapping" your data.

    It is an downloaded PDF attachment located in the "How To/Tutorials" section of the User Community - Product Monarch.  Can reach location from link above.

     

     

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