Monarch Success Plan - Monarch Desktop

Baba_Majekodunmi_703

Welcome 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

• Monarch Essentials Video Training 1: Introduction
• Monarch Essentials Video Training: Exercise Files
  • Monarch Sample Files for Exercises

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 2024

• Monarch Classic vs Monarch Data Prep Studio 1 of 3 - Introduction
• Monarch Classic vs Monarch Data Prep Studio 2 of 3 - Product Features Desktop
• Monarch Classic vs Monarch Data Prep Studio 3 of 3 - Product Features Server

Monarch 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

• Understanding Monarch Report Design Templates
• How to Import XML files
• How to Import from SQL
• How to Append Tables
• How to Combine Text, CSV, SQL
• How to Perform a Join
• How to Open Classic Models and DPS Workspaces
• Standard Traps vs Floating Traps

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	Intermediate	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
Exercise#40: ICE Mtg MSP P-181 Analysis	Data Prep Studio	Beginner	Templates & Join
Exercise#41: FIS TSYS TSAD0553 Analysis	Data Prep Studio	Beginner	Templates & Join
Exercise#42: Inventory Report Analysis	Data Prep Studio	Intermediate	PDF Expert Mode

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Rebecca_Cronin

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.