Monarch Success Plan - Monarch Desktop
Altair EmployeeWelcome to the Monarch Success Plan! Your one-stop source for all the Community content needed to learn Monarch and test your knowledge. We currently have the following information with much more to come! Let us know if you don't see something you want covered.
- Monarch Essentials: This is a series of short videos that take a quick dive into Monarch Classic and the Data Prep Studio.
- Monarch Exercises: After watching the Monarch Essentials you can test your knowledge with the Monarch Exercises. We will periodically update the Monarch Sample Files for Exercises to add more files to it for each exercise. Please make sure you've downloaded the latest version from the Community so you can follow along with each exercise. Also, if you don't see the link to an answer for an exercise, don't worry, we will post the answer shortly.
- Monarch Tips&Tricks/How-To: This is a series of shorter How-To videos about performing specific operations in Monarch.
Monarch Desktop Essentials
Classic
- Monarch Classic Essentials Training 1 of 10: Detail and Page Header Templates
- Monarch Classic Essentials Training 2 of 10: Report Verify
- Monarch Classic Essentials Training 3 of 10: Filters
- Monarch Classic Essentials Training 4 of 10: Sorts
- Monarch Classic Essentials Training 5 of 10: LookUp Fields
- Monarch Classic Essentials Training 6 of 10: Calculated Fields
- Monarch Classic Essentials Training 7 of 10: Summary
- Monarch Classic Essentials Training 8 of 10: Export to Excel with 1 Tab
- Monarch Classic Essentials Training 9 of 10: Export to Excel with Multiple Tabs
- Monarch Classic Essentials Training 10 of 10: Saving Models and Projects
Data Prep Studio
- Monarch DPS Essentials Training 1 of 10: Open Data
- Monarch DPS Essentials Training 2 of 10: Preview Stage
- Monarch DPS Essentials Training 3 of 10: Preparation Functions
- Monarch DPS Essentials Training 4 of 10: Format, Find & Replace, Merge
- Monarch DPS Essentials Training 5 of 10: Import Text and Create Templates
- Monarch DPS Essentials Training 6 of 10: Return to Report Design Window
- Monarch DPS Essentials Training 7 of 10: LookUp and Join
- Monarch DPS Essentials Training 8 of 10: Edit Joins
- Monarch DPS Essentials Training 9 of 10: Group By Function
- Monarch DPS Essentials Training 10 of 10: Export Data
Monarch Classic vs Monarch Data Prep Studio (DPS)
Overview of Key Features as of version 2024Monarch For Excel
- Monarch for Excel - Intro
- Monarch for Excel - Data Acquisition
- Monarch for Excel - Importing Excel Files
- Monarch for Excel - Data Profiling
- Monarch for Excel - Data Preparation
- Monarch for Excel - Data Automation
- Monarch for Excel - Data Exporting
Examples
- Data Prep & Group By (Summarize)
- Change Lists and Append
- Duplicates and Negative Join
- Lookup Join to Compare two Excel Files
Monarch Tips & Tricks/How-To
| Exercises | Application | Difficulty | Features & Skills |
| Exercise #1: Employ Analysis | Classic | Beginner | Filters & Summaries |
| Exercise #2: Classic Analysis | Classic | Beginner | Filters & Summaries |
| Exercise #3: Composers Analysis | Classic | Intermediate | Multi-Column Region |
| Exercise #4: Employ Info Analysis | Classic | Intermediate | Multi-Line Trapping |
| Exercise #5: Homes Analysis | Classic | Intermediate | Multi-Line Trapping |
| Exercise #6: Classic for Journal Entry | Data Prep Studio | Intermediate | Group By & Join |
| Exercise #7: NAV for Mutual Funds | Data Prep Studio | Intermediate | Group By & Join |
| Exercise #8: Outstanding Official Checks | Data Prep Studio | Intermediate | Group By & Join |
| Exercise #9: Patient Service Codes | Data Prep Studio | Beginner | Inner & Negative Join |
| Exercise #10: Classic Tax Rates | Data Prep Studio | Intermediate | Export by Key |
| Exercise #11: Credit Risk Model Data Prep | Data Prep Studio | Intermediate | Group By & Join |
| Exercise #12: Debit Card Analytics | Data Prep Studio | Intermediate | Inner & Negative Join |
| Exercise #13: 360 Degree View of Customer | Data Prep Studio | Intermediate | Group By & Join |
| Exercise #14: Maynard Employee Analysis | Classic | Beginner | Filters & Summary |
| Exercise #15: Grocery Analysis | Classic | Beginner | Filters & Summary |
| Exercise #16: FDIC Failed Bank List | Data Prep Studio | Beginner | GroupBy & Analyze |
| Exercise #17: Healthcare Contract Labor Costs | Data Prep Studio | Beginner | Unpivot & GroupBy |
| Exercise #18: Electric Vehicle Population Analysis | Data Prep Studio | Beginner | Merge & Pivot |
| Exercise #19: Classic Sales & Inventory Analysis | Data Prep Studio | Beginner | Joins & Duplicate |
| Exercise #20: Order Status Analysis | Data Prep Studio | Beginner | Joins & Analyze |
| Exercise #21: Salesforce Opportunities Analysis | Data Prep Studio | Beginner | Joins & Analyze |
| Exercise #22: AP Expense Report Analysis | Data Prep Studio | Beginner | Analyze & Formulas |
| Exercise #23: National Stock Number Analysis | Data Prep Studio | Beginner | Analyze, Join, Append |
| Exercise #24: FCR250 Failed Claim Requirements | Data Prep Studio | Beginner | Joins & Analyze |
| Exercise #25: Fiserv DNA LN_AMT Analysis | Classic & Data Prep | Beginner | Joins & Analyze |
| Exercise #26: MEDITECH Detail Trial Balance vs AP | Classic & Data Prep | Beginner | Joins & Analyze |
| Exercise #27: Fiserv Optis CD-072 & Tran Codes | Classic & Data Prep | Beginner | Joins & Analyze |
| Exercise#28: DXC Hogan DR0042 & Top 10 | Classic & Data Prep | Advanced | Floating & MCR |
| Exercise#29: Fiserv DNA MM_SALOT | Classic | Beginner | Filter & Summary |
| Exercise#30: Fiserv Premier IES 3200-001 Memo | Classic & Data Prep | Intermediate | Append & Analyze |
| Exercise#31: ICE/Black Knight MSP S-21K | Classic | Beginner | Filter & Summary |
| Exercise#32: Sagent LoanServ 67-001 Daily Cash | Classic | Beginner | Filter & Summary |
| Exercise#33: Exceedra Telus Trade Deduction | Classic & Data Prep | Advanced | UnPivot & Joins |
| Exercise#34: Infor CSD Order Entry Cash Drawer | Classic & Data Prep | Beginner | Joins & Analyze |
| Exercise#35: EPIC Resolute Master ATB vs EPIC | Data Prep Studio | Intermediate | Append & Join |
| Exercise#36: Classic Sales & Tax Rate | Data Prep Studio | Intermdiate | Append & Join |
| Exercise#37: Fed Statement Journal Entry Reclass | Classic or Data Prep | Intermediate | Summary/Analyze |
| Exercise#38: UKG Pro, Detail Labor Allocation | Data Prep Studio | Beginner | Worksheet Design |
| Exercise#39: Bank Statement Analysis | Data Prep Studio | Beginner | Analyze & Filter |
Comments
-
Hello Monarch End-Users,
Do you need quick refresh on how to perform some functions within Monarch Complete either in Classic Mode or looking to dive over into working in DPS Mode please review the links listed above located in our Knowledge Base "Tutorials/How To" Section.
Perhaps you might be looking to test your Monarch abilities in which case try out the Sample Exercises posted in the Monarch Forum and video answers located within the Knowledge Base- Tutorials/How To.
0 -
Great videos!
The videos helped me to understand better the different functionalities that Monarch offers. The videos made my daily tasks more efficient and effective. Thank you!
1 -
Pamela Lopez said:
Great videos!
The videos helped me to understand better the different functionalities that Monarch offers. The videos made my daily tasks more efficient and effective. Thank you!
@Pamela Lopez ,Thank you for sharing your feedback on the video content our colleague
@Baba Majekodunmi has created. We are so very glad that you found them helpful and that they have provided you with the opportunity to be more efficient and effective with your daily tasks.Kindly,
The Data Analytics Team
0 -
Baba Majekodunmi,Thank you for this vidoes, was waiting for this to publish from monarch team.1