I posted this message last week in the thread regarding the release of the new version of Monarch. I have to get a reply, so I figured I would re-post it in its own thread. Any help would be very greatly appreciated, as I'm reaching a proposal deadline, and I'm not finding a clear answer elsewhere. Thanks!
So this whole Excel Context Add-In only works when you export from the table view in Monarch? I'm pushing to get this update at my work because of this add-in, but it won't be very useful if this is the case. Unless I'm just understanding it incorrectly.
I understand that seeing "summarized" data with the context add-in would be useless because often times you're summing or counting or doing some sort of function on the data (therefore, you cannot pinpoint one point in the report from which a particular number comes from). However, at my work, we use the summaries for a different purpose:
We have reports for a 12-month period from which we grab all sorts of data. However, no one here (or anywhere, I'd imagine) likes looking at data with the date as a field itself. If you want to analyze a number throughout a fiscal period, you would have to find 12 different rows within the table. Even with sorting, it's still a pain. So, using summaries, we pivot (crosstab) that data, so that each month is across the top as their own fields, and each row contains 12 months of data, one for each field kind of like this...
ACCOUNT # | ACCOUNT NAME | REVENUE | OCTOBER | NOVEMBER | DECEMBER | JANUARY |
1234567 Xboxremote $1,500.20 $1,200.20 $987.86 $800.00 $765.20
5382968 Data Kruncher $45,201.50 $43,110.58 $40,080.90 $39,399.21 $35,521.50
(That didn't turn out as well as it looked when I was typing it, but you get the idea)
However, we don't actually SUM anything. There is only one occurence of each month per ACCOUNT/ACCOUNT NAME combination. Everyone here is very familiar with Excel, so we export our summaries to Excel for analysis, and for uploading to our databases. So, while they are analyzing the numbers in Excel, I want them to be able to click a button that will take them to the exact number they are looking for in the source report. I was hoping this was the solution, but it doesn't appear to be, unless somebody has an idea... Any ideas? The help is very much appreciated. And again, I may just be misunderstanding, so if I am and someone could explain further, that would be perfect. Thanks!