1 Reply Latest reply: May 15, 2014 9:52 AM by Data Kruncher RSS

    Importing data from various sources on a monthly bases

    nikki _

      Every month a report needs to be generated, which consists of data from various Excel files.

       

      Can something be set up in Monarch that will

      1. Save the location of the various external Excel files.

      2. Automatically extract certain data based on saved models.

        • Importing data from various sources on a monthly bases
          Data Kruncher

          Nikki,

           

          As you're using v8 Pro, you can open an Excel file as the primary data source (instead of the common text report file). Then you can build external lookups to bring in data from other Excel files.

           

          When you save this model, the file names and locations will be stored within the model.

           

          Finally, you can build project exports to assist in export tasks which will be routinely generated. Defined project exports will be saved in your model as well.

           

          HTH,

          Kruncher