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, 
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:
 
My desired table output is as below:



------------------------------
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
"

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:

 
My desired table output is as below:

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:

My desired table output is as below:



------------------------------
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:

My desired table output is as below:

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:

My desired table output is as below:



------------------------------
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:

My desired table output is as below:

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:

My desired table output is as below:



------------------------------
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:

My desired table output is as below:

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"

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!!




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
------------------------------
"

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!!




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
------------------------------
"

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!!

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
------------------------------
"

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
------------------------------

"