Data Analytics - Ask The Expert Recurring Series Monarch & Monarch Server(Automator) focus. February 22, 2022 Session reviewed Analyze Tab - Summaries in Monarch Complete (Classic & DPS Mode) v.2021 before going into LIVE Q/A.
Ask The Expert Series on February 22, 2022
Monarch & Monarch Server(Automator)
The Session began with a brief overview of Analyze Tab - Summaries in Monarch Complete v.2021 (Classic & DPS Mode) before diving into the LIVE Questions.
The Session began with our Expert reviewing the following:
- Session began with Steve providing answer from question asked during Feb. 8th Ask the Expert: How to capture the date from the file name and then use it in the output file name (Monarch Server/Automator)? (review first 8 minutes of the session)
- Analyze Tab - Summaries (reviewed at approximately 10-mins after the session started for about 24 mins.)
- Reviewed creating a Summary within Classic Mode Interface
- How one can Sort the results of the Summary using the Sort Tab
- Then using the Matching Tab - showed the top 10 values and then the remainder values as "all others" so one is able to see the grand total at a faster glance and not need to scroll to the bottom of the results
- When utilizing the Matching Tab one can set a 'threshold' by an amount such as greater than 100
- Can also create a Sort to show a set of values from the Table so it only brings those specific value fields
- In creating the Summary can select the specific value fields to be included within the Summary
- CLASSIC MODE - allows for Coloring Options for the results {Not in DPS Mode at this time}
- Reviewed creating a Summary within DPS Mode (approximately at 35 mins. time frame)
- DPS allows for a more flexibility to perform transformations such as sorting & grouping
- the ROW is like the Key field in Classic Mode
- Reviewed creating a Summary within Classic Mode Interface
LIVE Questions submitted:
Monarch:
1. Will DPS Mode Summaries have the same color options like Classic Mode?
- Unknown at this time if it is on list for R&D/feature addition. Though we know that Development is working to bring same capabilities executed in Classic Mode over into DPS Mode.
Monarch Server:
1. How do you use the Summaries in Automator(Monarch Server)?
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If your Model contains Summaries, on the Visual Process, you can use Summary Export Object. If a Workspace with a Summary is uploaded to Monarch Server(Automator), then you may use the DataPrep Export Object Property; you can click on the Summary Export button and Select a Summary.
Additional Resources:
Creating Summary in Classic Mode Summary View - Classic Mode Summary Design - Classic Mode
Creating Summaries in DPS Mode The Analyze Tab Sorting Key & Item Fields in Summaries