Multi-Column Refresher... Help!!

Al_22614
Al_22614 Altair Community Member
edited April 2020 in Community Q&A

*** Please Disregard... I figured this out my self ***

Sorry

Tagged:

Best Answer

  • Baba_Majekodunmi_703
    Baba_Majekodunmi_703
    Altair Employee
    edited April 2020 Answer ✓

    This post was removed"

    Hi @Al Rice

    Sorry I had to zip them. Here they are.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-06-2020 01:04 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    Hi Baba:

    Attached is a redacted statement for your review.  Please hold this in confidence.  I share because I appreciate your immediate reply.

    Al




    Original Message------

    Hi @Al Rice ,

    I sent you a reply privately. Maybe I can help you take a quick look at this offline to give you some quick pointers. I believe you're also very close to solving this.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------
    "

Answers

  • Rebecca_Cronin
    Rebecca_Cronin
    Altair Employee
    edited April 2020
    Hi Al, 
    Would you kindly post on how you solved your multi-column question. Was it link to a documentation page or a 'how-to-video' or ?? And we can then select that solution as 'Best Answer' to share with all whom might be wondering the same thing.  Thank you.

    ------------------------------
    Rebecca Cronin
    Customer Success & Community Manager
    Bedford MA
    (978) 275-8203
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-05-2020 05:33 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    *** Please Disregard... I figured this out my self ***

    Sorry
    "
  • Al_22614
    Al_22614 Altair Community Member
    edited April 2020

    Hi Al, 
    Would you kindly post on how you solved your multi-column question. Was it link to a documentation page or a 'how-to-video' or ?? And we can then select that solution as 'Best Answer' to share with all whom might be wondering the same thing.  Thank you.

    ------------------------------
    Rebecca Cronin
    Customer Success & Community Manager
    Bedford MA
    (978) 275-8203
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-05-2020 05:33 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    *** Please Disregard... I figured this out my self ***

    Sorry
    "

    Hello Rebecca:

    Thanks for the follow up.  Yes, actually I was able to utilize the How-To library re: "Multi-Column Reports" to get guidance for my question.  However, after the additional study, I was not able to completely resolve my question.

    My problem involves trapping data from bank statements where the format of the reports has Variable Names (Columns) as Rows and the Data Values also in Rows, as below:
    image
     
    My desired table output is as below:

    image
    From my study of MCR, I am not getting the complete understanding how to accomplish this.  

    Any help will be appreciated.

    Thanks,


    ------------------------------
    Al Rice
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-06-2020 10:16 AM
    From: Rebecca Cronin
    Subject: Multi-Column Refresher... Help!!

    Hi Al,
    Would you kindly post on how you solved your multi-column question. Was it link to a documentation page or a 'how-to-video' or ?? And we can then select that solution as 'Best Answer' to share with all whom might be wondering the same thing.  Thank you.

    ------------------------------
    Rebecca Cronin
    Customer Success & Community Manager
    Bedford MA
    (978) 275-8203
    ------------------------------

    Original Message:
    Sent: 04-05-2020 05:33 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    *** Please Disregard... I figured this out my self ***

    Sorry
    "
  • Baba_Majekodunmi_703
    Baba_Majekodunmi_703
    Altair Employee
    edited April 2020
    Al_22614 said:

    Hello Rebecca:

    Thanks for the follow up.  Yes, actually I was able to utilize the How-To library re: "Multi-Column Reports" to get guidance for my question.  However, after the additional study, I was not able to completely resolve my question.

    My problem involves trapping data from bank statements where the format of the reports has Variable Names (Columns) as Rows and the Data Values also in Rows, as below:

    image
     
    My desired table output is as below:

    image
    From my study of MCR, I am not getting the complete understanding how to accomplish this.  

    Any help will be appreciated.

    Thanks,


    ------------------------------
    Al Rice
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-06-2020 10:16 AM
    From: Rebecca Cronin
    Subject: Multi-Column Refresher... Help!!

    Hi Al,
    Would you kindly post on how you solved your multi-column question. Was it link to a documentation page or a 'how-to-video' or ?? And we can then select that solution as 'Best Answer' to share with all whom might be wondering the same thing.  Thank you.

    ------------------------------
    Rebecca Cronin
    Customer Success & Community Manager
    Bedford MA
    (978) 275-8203
    ------------------------------

    Original Message:
    Sent: 04-05-2020 05:33 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    *** Please Disregard... I figured this out my self ***

    Sorry
    "
    Hi @Al Rice,

    I would treat this as a regular report because you can use a detail trap to capture all of these fields. The key is to extend the length of the trapping line to cover all of the lines of a record. So in your example I would highlight from Check Number all the way down to Account Manager, because that constitutes an entire record.

    Let me know if that makes sense.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-06-2020 10:57 AM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    Hello Rebecca:

    Thanks for the follow up.  Yes, actually I was able to utilize the How-To library re: "Multi-Column Reports" to get guidance for my question.  However, after the additional study, I was not able to completely resolve my question.

    My problem involves trapping data from bank statements where the format of the reports has Variable Names (Columns) as Rows and the Data Values also in Rows, as below:
    image

    My desired table output is as below:

    image
    From my study of MCR, I am not getting the complete understanding how to accomplish this.

    Any help will be appreciated.

    Thanks,


    ------------------------------
    Al Rice
    ------------------------------

    Original Message:
    Sent: 04-06-2020 10:16 AM
    From: Rebecca Cronin
    Subject: Multi-Column Refresher... Help!!

    Hi Al,
    Would you kindly post on how you solved your multi-column question. Was it link to a documentation page or a 'how-to-video' or ?? And we can then select that solution as 'Best Answer' to share with all whom might be wondering the same thing.  Thank you.

    ------------------------------
    Rebecca Cronin
    Customer Success & Community Manager
    Bedford MA
    (978) 275-8203

    Original Message:
    Sent: 04-05-2020 05:33 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    *** Please Disregard... I figured this out my self ***

    Sorry"
  • Al_22614
    Al_22614 Altair Community Member
    edited April 2020

    Hi @Al Rice,

    I would treat this as a regular report because you can use a detail trap to capture all of these fields. The key is to extend the length of the trapping line to cover all of the lines of a record. So in your example I would highlight from Check Number all the way down to Account Manager, because that constitutes an entire record.

    Let me know if that makes sense.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-06-2020 10:57 AM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    Hello Rebecca:

    Thanks for the follow up.  Yes, actually I was able to utilize the How-To library re: "Multi-Column Reports" to get guidance for my question.  However, after the additional study, I was not able to completely resolve my question.

    My problem involves trapping data from bank statements where the format of the reports has Variable Names (Columns) as Rows and the Data Values also in Rows, as below:

    image

    My desired table output is as below:

    image
    From my study of MCR, I am not getting the complete understanding how to accomplish this.

    Any help will be appreciated.

    Thanks,


    ------------------------------
    Al Rice
    ------------------------------

    Original Message:
    Sent: 04-06-2020 10:16 AM
    From: Rebecca Cronin
    Subject: Multi-Column Refresher... Help!!

    Hi Al,
    Would you kindly post on how you solved your multi-column question. Was it link to a documentation page or a 'how-to-video' or ?? And we can then select that solution as 'Best Answer' to share with all whom might be wondering the same thing.  Thank you.

    ------------------------------
    Rebecca Cronin
    Customer Success & Community Manager
    Bedford MA
    (978) 275-8203

    Original Message:
    Sent: 04-05-2020 05:33 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    *** Please Disregard... I figured this out my self ***

    Sorry"
    Hi Baba:

    Sorry... I am not getting it?  How to distinguish Field Names from Data in your reply?.  Also note my example is less complicated, as there are two sections of the bank statement.  While the report detail would be same, there is a Section Name which separates the detail.  As there is Transaction Detail there is also a Deposit Details section.

    I am sure I can do this, I am missing something subtle from your reply. 

    Thanks

    ------------------------------
    Al Rice
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-06-2020 11:56 AM
    From: Baba Majekodunmi
    Subject: Multi-Column Refresher... Help!!

    Hi @Al Rice,

    I would treat this as a regular report because you can use a detail trap to capture all of these fields. The key is to extend the length of the trapping line to cover all of the lines of a record. So in your example I would highlight from Check Number all the way down to Account Manager, because that constitutes an entire record.

    Let me know if that makes sense.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------

    Original Message:
    Sent: 04-06-2020 10:57 AM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    Hello Rebecca:

    Thanks for the follow up.  Yes, actually I was able to utilize the How-To library re: "Multi-Column Reports" to get guidance for my question.  However, after the additional study, I was not able to completely resolve my question.

    My problem involves trapping data from bank statements where the format of the reports has Variable Names (Columns) as Rows and the Data Values also in Rows, as below:
    image

    My desired table output is as below:

    image
    From my study of MCR, I am not getting the complete understanding how to accomplish this.

    Any help will be appreciated.

    Thanks,


    ------------------------------
    Al Rice

    Original Message:
    Sent: 04-06-2020 10:16 AM
    From: Rebecca Cronin
    Subject: Multi-Column Refresher... Help!!

    Hi Al,
    Would you kindly post on how you solved your multi-column question. Was it link to a documentation page or a 'how-to-video' or ?? And we can then select that solution as 'Best Answer' to share with all whom might be wondering the same thing.  Thank you.

    ------------------------------
    Rebecca Cronin
    Customer Success & Community Manager
    Bedford MA
    (978) 275-8203

    Original Message:
    Sent: 04-05-2020 05:33 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    *** Please Disregard... I figured this out my self ***

    Sorry"
  • Baba_Majekodunmi_703
    Baba_Majekodunmi_703
    Altair Employee
    edited April 2020
    Al_22614 said:

    Hi Baba:

    Sorry... I am not getting it?  How to distinguish Field Names from Data in your reply?.  Also note my example is less complicated, as there are two sections of the bank statement.  While the report detail would be same, there is a Section Name which separates the detail.  As there is Transaction Detail there is also a Deposit Details section.

    I am sure I can do this, I am missing something subtle from your reply. 

    Thanks

    ------------------------------
    Al Rice
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-06-2020 11:56 AM
    From: Baba Majekodunmi
    Subject: Multi-Column Refresher... Help!!

    Hi @Al Rice,

    I would treat this as a regular report because you can use a detail trap to capture all of these fields. The key is to extend the length of the trapping line to cover all of the lines of a record. So in your example I would highlight from Check Number all the way down to Account Manager, because that constitutes an entire record.

    Let me know if that makes sense.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------

    Original Message:
    Sent: 04-06-2020 10:57 AM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    Hello Rebecca:

    Thanks for the follow up.  Yes, actually I was able to utilize the How-To library re: "Multi-Column Reports" to get guidance for my question.  However, after the additional study, I was not able to completely resolve my question.

    My problem involves trapping data from bank statements where the format of the reports has Variable Names (Columns) as Rows and the Data Values also in Rows, as below:

    image

    My desired table output is as below:

    image
    From my study of MCR, I am not getting the complete understanding how to accomplish this.

    Any help will be appreciated.

    Thanks,


    ------------------------------
    Al Rice

    Original Message:
    Sent: 04-06-2020 10:16 AM
    From: Rebecca Cronin
    Subject: Multi-Column Refresher... Help!!

    Hi Al,
    Would you kindly post on how you solved your multi-column question. Was it link to a documentation page or a 'how-to-video' or ?? And we can then select that solution as 'Best Answer' to share with all whom might be wondering the same thing.  Thank you.

    ------------------------------
    Rebecca Cronin
    Customer Success & Community Manager
    Bedford MA
    (978) 275-8203

    Original Message:
    Sent: 04-05-2020 05:33 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    *** Please Disregard... I figured this out my self ***

    Sorry"
    Hi @Al Rice ,

    I sent you a reply privately. Maybe I can help you take a quick look at this offline to give you some quick pointers. I believe you're also very close to solving this.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-06-2020 12:29 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    Hi Baba:

    Sorry... I am not getting it?  How to distinguish Field Names from Data in your reply?.  Also note my example is less complicated, as there are two sections of the bank statement.  While the report detail would be same, there is a Section Name which separates the detail.  As there is Transaction Detail there is also a Deposit Details section.

    I am sure I can do this, I am missing something subtle from your reply.

    Thanks

    ------------------------------
    Al Rice
    ------------------------------

    Original Message:
    Sent: 04-06-2020 11:56 AM
    From: Baba Majekodunmi
    Subject: Multi-Column Refresher... Help!!

    Hi @Al Rice,

    I would treat this as a regular report because you can use a detail trap to capture all of these fields. The key is to extend the length of the trapping line to cover all of the lines of a record. So in your example I would highlight from Check Number all the way down to Account Manager, because that constitutes an entire record.

    Let me know if that makes sense.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325

    Original Message:
    Sent: 04-06-2020 10:57 AM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    Hello Rebecca:

    Thanks for the follow up.  Yes, actually I was able to utilize the How-To library re: "Multi-Column Reports" to get guidance for my question.  However, after the additional study, I was not able to completely resolve my question.

    My problem involves trapping data from bank statements where the format of the reports has Variable Names (Columns) as Rows and the Data Values also in Rows, as below:
    image

    My desired table output is as below:

    image
    From my study of MCR, I am not getting the complete understanding how to accomplish this.

    Any help will be appreciated.

    Thanks,


    ------------------------------
    Al Rice

    Original Message:
    Sent: 04-06-2020 10:16 AM
    From: Rebecca Cronin
    Subject: Multi-Column Refresher... Help!!

    Hi Al,
    Would you kindly post on how you solved your multi-column question. Was it link to a documentation page or a 'how-to-video' or ?? And we can then select that solution as 'Best Answer' to share with all whom might be wondering the same thing.  Thank you.

    ------------------------------
    Rebecca Cronin
    Customer Success & Community Manager
    Bedford MA
    (978) 275-8203

    Original Message:
    Sent: 04-05-2020 05:33 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    *** Please Disregard... I figured this out my self ***

    Sorry"
  • Altair Forum User
    Altair Forum User
    Altair Employee
    edited April 2020

    Hi @Al Rice ,

    I sent you a reply privately. Maybe I can help you take a quick look at this offline to give you some quick pointers. I believe you're also very close to solving this.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-06-2020 12:29 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    Hi Baba:

    Sorry... I am not getting it?  How to distinguish Field Names from Data in your reply?.  Also note my example is less complicated, as there are two sections of the bank statement.  While the report detail would be same, there is a Section Name which separates the detail.  As there is Transaction Detail there is also a Deposit Details section.

    I am sure I can do this, I am missing something subtle from your reply.

    Thanks

    ------------------------------
    Al Rice
    ------------------------------

    Original Message:
    Sent: 04-06-2020 11:56 AM
    From: Baba Majekodunmi
    Subject: Multi-Column Refresher... Help!!

    Hi @Al Rice,

    I would treat this as a regular report because you can use a detail trap to capture all of these fields. The key is to extend the length of the trapping line to cover all of the lines of a record. So in your example I would highlight from Check Number all the way down to Account Manager, because that constitutes an entire record.

    Let me know if that makes sense.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325

    Original Message:
    Sent: 04-06-2020 10:57 AM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    Hello Rebecca:

    Thanks for the follow up.  Yes, actually I was able to utilize the How-To library re: "Multi-Column Reports" to get guidance for my question.  However, after the additional study, I was not able to completely resolve my question.

    My problem involves trapping data from bank statements where the format of the reports has Variable Names (Columns) as Rows and the Data Values also in Rows, as below:

    image

    My desired table output is as below:

    image
    From my study of MCR, I am not getting the complete understanding how to accomplish this.

    Any help will be appreciated.

    Thanks,


    ------------------------------
    Al Rice

    Original Message:
    Sent: 04-06-2020 10:16 AM
    From: Rebecca Cronin
    Subject: Multi-Column Refresher... Help!!

    Hi Al,
    Would you kindly post on how you solved your multi-column question. Was it link to a documentation page or a 'how-to-video' or ?? And we can then select that solution as 'Best Answer' to share with all whom might be wondering the same thing.  Thank you.

    ------------------------------
    Rebecca Cronin
    Customer Success & Community Manager
    Bedford MA
    (978) 275-8203

    Original Message:
    Sent: 04-05-2020 05:33 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    *** Please Disregard... I figured this out my self ***

    Sorry"
    This post was removed"
  • Baba_Majekodunmi_703
    Baba_Majekodunmi_703
    Altair Employee
    edited April 2020

    This post was removed"

    No problem. I will send you a model file here in a few mins.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-06-2020 01:04 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    Hi Baba:

    Attached is a redacted statement for your review.  Please hold this in confidence.  I share because I appreciate your immediate reply.

    Al



    Original Message------

    Hi @Al Rice ,

    I sent you a reply privately. Maybe I can help you take a quick look at this offline to give you some quick pointers. I believe you're also very close to solving this.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------
    "
  • Baba_Majekodunmi_703
    Baba_Majekodunmi_703
    Altair Employee
    edited April 2020

    This post was removed"

    Hi @Al Rice,

    Here are two models for your review. The first one is a detail that grabs the entire section. This is good for reports that are consistent in spacing. The second is a model that has 1 detail and multiple group footers for each line below the detail. This is more powerful because of it's use of the floating trap, as well as the specific trapping for each line.

    Let me know if these help to shed some light on how to do this.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-06-2020 01:04 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    Hi Baba:

    Attached is a redacted statement for your review.  Please hold this in confidence.  I share because I appreciate your immediate reply.

    Al



    Original Message------

    Hi @Al Rice ,

    I sent you a reply privately. Maybe I can help you take a quick look at this offline to give you some quick pointers. I believe you're also very close to solving this.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------
    "
  • Baba_Majekodunmi_703
    Baba_Majekodunmi_703
    Altair Employee
    edited April 2020 Answer ✓

    This post was removed"

    Hi @Al Rice

    Sorry I had to zip them. Here they are.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-06-2020 01:04 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    Hi Baba:

    Attached is a redacted statement for your review.  Please hold this in confidence.  I share because I appreciate your immediate reply.

    Al




    Original Message------

    Hi @Al Rice ,

    I sent you a reply privately. Maybe I can help you take a quick look at this offline to give you some quick pointers. I believe you're also very close to solving this.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------
    "

  • Al_22614
    Al_22614 Altair Community Member
    edited April 2020

    Hi @Al Rice

    Sorry I had to zip them. Here they are.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-06-2020 01:04 PM
    From: Al Rice
    Subject: Multi-Column Refresher... Help!!

    Hi Baba:

    Attached is a redacted statement for your review.  Please hold this in confidence.  I share because I appreciate your immediate reply.

    Al




    Original Message------

    Hi @Al Rice ,

    I sent you a reply privately. Maybe I can help you take a quick look at this offline to give you some quick pointers. I believe you're also very close to solving this.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------
    "

    Thanks Baba

    Both models will work.  I am leaning towards the second one, as there could be some variability in the 1st model.  I will check back in when I get the models ready for production/recurring use.

    Thanks

    ------------------------------
    Al Rice
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-06-2020 01:39 PM
    From: Baba Majekodunmi
    Subject: Multi-Column Refresher... Help!!

    Hi @Al Rice

    Sorry I had to zip them. Here they are.

    ------------------------------
    Baba Majekodunmi
    Solutions Consultant
    Altair Engineering Inc.
    Manassas VA
    978-275-9325
    ------------------------------

    "