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Monarch Desktop Certification Prep Guide
Welcome to the Monarch Certification Preparation Guide! This is your one-stop source to help you prepare for the Basics & Advanced certification for Monarch. After reviewing the content on this blog you'll be well equipped to pass the Certification. Desktop - Basics Basic Certification: Link to Certification Resources to…
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Data Analytics - Ask The Expert Recurring Series Monarch & Monarch Server(Automator) focus. November 21, 2023 Session reviewed Excel Worksheet Design "Excel Trapping" in Monarch Complete (DPS Mode).
Ask The Expert Series on November 21, 2023 Excel Worksheet Design "Excel Trapping" in Monarch Complete (DPS Mode) The Session began with a brief overview of Excel Worksheet Design "Excel Trapping" in Monarch Complete (DPS Mode) before diving into the LIVE Questions. The Session began with our Expert reviewing the…
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Contract # in the middle of an Invoice
I have a report with a Contract # in the middle of the Invoice. The Detail option is already being used for the billing information. If I use Append to capture the Contract # only half of the results will receive the data the rest is NULL. if I use Header or Footer it is the same issue. How do I capture the Contract# for…
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Why is the Date Function "DateSerial1900" not showing in my Monarch 2023 Calculation functions?
Why is the Date Function "DateSerial1900" not showing in my Monarch 2023 Classic Calculation functions? It shows up in other versions of Monarch 2023, but not mine... Is there a special default date function I need to set within my Monarch Model/Project?
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Altair Monarch Exercise 20 - Order Status Analysis
Exercise Info * Application (Classic vs Data Prep Studio): Data Prep Studio * Level of Difficulty (Beginner, Intermediate, Advanced): Beginner * Skills/Features Tested: Join (LookUp), Template End Field On Settings, Formula Field, Analyze * Systems of Record: Not Applicable * Estimated Time to Solve: 10 mins * Exercise…
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Altair Monarch Exercise 14 - Maynard Employee Analysis
Exercise Info * Application (Classic vs Data Prep Studio): Classic * Level of Difficulty (Beginner, Intermediate, Advanced): Beginner * Skills/Features Tested: Report Trapping, Calculated Fields, Filters, Summary, Top N Analysis * Systems of Record: Not Applicable * Estimated Time to Solve: 15 mins * Exercise files…
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Altair Monarch Exercise 26 - MEDITECH Detail Trial Balance vs AP Transactions
Exercise Info * Application (Classic vs Data Prep Studio): Classic & Data Prep Studio * Level of Difficulty (Beginner, Intermediate, Advanced): Beginner * Skills/Features Tested: Detail, Append, & Group Footer Templates, Join (Lookup Join) * Systems of Record: MEDITECH Expanse * Estimated Time to Solve: 15 mins * Exercise…
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Altair Monarch Exercise 27 - Fiserv Optis CD-072 Report of Adjustments & Tran Codes
Exercise Info * Application (Classic vs Data Prep Studio): Classic & Data Prep Studio * Level of Difficulty (Beginner, Intermediate, Advanced): Beginner * Skills/Features Tested: Detail & Append Templates, Join (Lookup Join), Analyze * Systems of Record: Fiserv Optis * Estimated Time to Solve: 15 mins * Exercise files…
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Altair Monarch Exercise 24 - FCR250 Failed Claim Requirements Analysis
Exercise Info * Application (Classic vs Data Prep Studio): Data Prep Studio * Level of Difficulty (Beginner, Intermediate, Advanced): Beginner * Skills/Features Tested: Detail & Append Templates, Join (Inner Join), Analyze * Systems of Record: Allscripts McKesson HBOC STAR Patient Accounting * Estimated Time to Solve: 15…
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Answer: Monarch Exercise 33 - Exceedra Telus Trade Deduction Exercise
Exercise Info * Application (Classic vs Data Prep Studio): Classic & Data Prep Studio * Level of Difficulty (Beginner, Intermediate, Advanced): Advanced * Skills/Features Tested: Standard Trap, Excel Worksheet Design, UnPivot * Systems of Record: Exceedra Telus * Estimated Time to Solve: 15 mins * Exercise files required…
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Join Us to Learn about Sequential & Parallel Jobs in Monarch Server v.2024 - Live Webinar TODAY
Come and Join Us for our 'Ask The Expert' Monarch Webinar Series The session will begin with our Professional Services Consultants reviewing & demonstrating the pre-voted topic along with any pre-submitted questions before turning the mic over to you where you may ask any of your Monarch and/or Monarch Server product…
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Last used?
Does anyone know if there's any way to pull a complete report of Standard processes that are defined in Datawatch Automator versus the last time there was actually a report? I'm trying to remove unused processes. I've run a distribution audit report but that's not giving me quite what I want. Thanks!
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Fiserv Optis - Daily Credit Card Settlement
Financial institutions that service their credit cards via the Fiserv Optis, formerly First Data Omaha platform, must perform daily settlement to update customer accounts and financial general ledgers. This daily settlement process can be a very manual and time consuming process as it involves gathering, cleaning,…
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Monarch for Trade Deductions - by Exceedra Telus
Trade deductions analysts at consumer packaged goods manufacturers are responsible for reconciling the amount deducted by each retail distributor to the agreed upon amount based on a contract. This trade deduction reconciliation process, however, can be a very manual and time consuming process as it involves gathering,…
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Data Preparation: Cleanse data and generate attributes for use in machine learning (Altair Monarch)
Training machine learning models successfully requires clean data and, often, new tags describing data records. Monarch is an excellent tool for doing this efficiently. This demonstration uses Altair AI Studio for ingesting data and running machine learning models. Recorded August 28, 2024 Presented by Alice Ristorto
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Use Case: Compare and reconcile data from multiple sources to identify discrepancies (Altair Monarch)
This is a continuation of the July 31, 2024 coffee break and demonstrates how to use Monarch to compare multiple documents and identify exceptions and/or missing data. Recorded August 14, 2024 Presented by Allegra Missildine
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Use Case: Extract data from payroll reports for reporting and/or data migration (Altair Monarch)
This session explains how you can use Monarch to pull data from payroll reports for analysis and identify discrepancies. Recorded July 31, 2024 Presented by LaRue Brown
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Data Preparation: Combine and compare data from multiple disparate data sources (Altair Monarch)- Joining Tables
Once we have tabular data, another challenge that often arises is the inability to link multiple datasets together, especially if the underlying tables are from different sources. This session focuses on how to combine data from multiple data sources using Altair Monarch. Recorded July 17, 2024 Presented by LaRue Brown
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Data Preparation: Cleanse, normalize, and aggregate tabular data to load into a target system (Altair Monarch)
Extracting data from hierarchical reports is one challenge. However, once the data are extracted, the next challenge is transforming the data to match a target system’s schema and/or for advanced data processing. This session focuses on how to clean, normalize, and aggregate tabular data. Recorded July 3, 2024 Presented…
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Spreadsheet Data Extraction: Extract data from "report-like" Microsoft Excel documents. Excel Trapping
Excel is great for collecting, aggregating, and visualizing data, but people also use it to create reports. The key challenge is that reports built in Excel lose analytical value. This session focuses on how to convert report-like Excel sheets to usable, clean data. Recorded June 19, 2024 Presented by LaRue Brown
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PDF Extraction: Extract data from PDFs (Altair Monarch)
Data is often locked in PDF and text files, which are great for reporting, but present unique challenges for analytics. This session shows how to extract data from hierarchal PDF reports and convert it into a tabular format. Recorded June 5, 2024 Presented by Allegra Missildine
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Tysons Corner, VA - 1 Day Monarch Training Workshop Recording
Recording of Monarch 1 Day Training Workshop in Tysons Corner, VA
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Raleigh, NC - 1 Day Monarch Training Workshop Recording
Recording of Monarch 1 Day Training Workshop in Raleigh NC
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Monarch Classic vs Monarch Data Prep Studio 3 of 3 - Product Features Server
Monarch has two components; Classic and Data Prep Studio. This video series highlights the key differences between the two applications and highlights unique features in both applications. The information in these videos will give an explanation of the benefits of learning how to use BOTH Classic and Data Prep Studio and…
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Monarch Classic vs Monarch Data Prep Studio 2 of 3 - Product Features Desktop
Monarch has two components; Classic and Data Prep Studio. This video series highlights the key differences between the two applications and highlights unique features in both applications. The information in these videos will give an explanation of the benefits of learning how to use BOTH Classic and Data Prep Studio and…