16 Replies Latest reply: Aug 30, 2018 7:42 AM by Stephen Smay RSS

    Pivot Table functionality

    phlegon_of_tralles

      I'm new to Monarch and I'm still trying to get my bearings. I've been able to use the tool and create reports and I used Monarch's transform-Pivot feature to create a basic Pivot table Summary for my reports.

       

      It does not seem as thought I was able to build the report to have the same functionality as an excel pivot table would have. With an excel pivot table, I'm able to double click on one of the summed numbers and it will open up a new tab composed of all the rows that make up that summed number.

       

      Does Monarch have this functionality? If so, how do I create such a pivot table?

        • Re: Pivot Table functionality
          Stephen Smay

          Hi Jesse, are you using Monarch Classic or Data Prep Studio?

            • Re: Pivot Table functionality
              phlegon_of_tralles

              I'm not sure yet, I leave for vacation tomorrow (for 10 days). I have been working with the 30 day download, but my job is in the process of getting me the licenses (for Datawatch, SWARM, and Server). I don't know if that answers your question, I'm very new.

              • Re: Pivot Table functionality
                phlegon_of_tralles

                I'm back from vacation - I have both Classic and Data Prep studio, although I'm not familiar with Data Prep Studio AT ALL...Yet....

                  • Re: Pivot Table functionality
                    Mo Abdolrahim

                    Hi Jesse,

                    You can use the Monarch classic export option and export table data to an Excel file (.xlsx), and then create a pivot table.  In the following screenshots (created in Monarch v15.1), a table export to .xlsx file is configured.  Under the Advanced tab, the Pivot table is configured.  Under the Options tab (within the Advanced tab) other optioned (such as total) are configured.

                    Please noticed that the Excel is configured to Add data to file (if output exist), and if the sheet is exist it will overwrite it.

                    You can not create a pivot if you export a summary.  Currently pivot is not supported in the Monarch Data Prep studio.

                     

                     

                    Pivot table without Banded rows and columns are selected.

                    Pivot table with Banded rows and columns are selected.

                    Regards

                    Mo

                      • Re: Pivot Table functionality
                        phlegon_of_tralles

                        Hm...Well that worked, but not as expected (user error ). Looks like I'm going to have to get used to this. I appreciate the help!

                         

                        So, i should be doing the data manipulation in the Data Prep, then send it, via excel to Monarch DataWatch 14, and create the pivot table there.

                         

                        Q: I have a roster with employees. One column I have is 'has goal'. In that column I have either a 1 or a 0. On the pivot, I would like to have two columns (and ideally rename them) that look at this data.

                         

                        So one column would count the '1's (This column would remain 'has goals'). The other column would count the '0's (I would rename this column 'no goals').  Is there a way to do this in DataWatch 14's pivot table software?

                        • Re: Pivot Table functionality
                          phlegon_of_tralles

                          This might be a silly question - but can I do everything I do in the Datawatch Prep Studio in Datawatch Monarch 14? n I

                           

                          If so, how do I open the workspace that I created in the Prep Studio in Monarch 14? It seems I can only open a 'table' from the workspace and not the entire workspace itself.