2 Replies Latest reply: May 15, 2014 10:12 AM by Olly Bond RSS

    Struggling with this data

    blackjack21 _

      Trying to pull all the fields here out into a csv or excel file using Monarch Pro. Want to assign the data that belongs to 11111111 going across in excel, dividing up the different fields. same with 22222222. Struggling because each number can have a different amount of lines. Any suggestions on how to make the model?

       

      Right now, have the first line as the detail, then each subsequent as a footer.

       

      co1  111111111  Name1 01       B140 Policy Added                  date1       char1

      co1  111111111  Name1 01       B140 Search Plan: ######   Issue Type: NW   Reins Sw: A                          

      co1  111111111  Name1 01       B140 Name1           DOB F ## SP 100.0   ID: ######          

      co1  111111111  Name1 01       B140 Processing NB                                                  

      co1  111111111  Name1 01       B140 Within Retention                                                                      

      co1  222222222  Name2 01       B140 Policy Added                  date1           char1       

      co1  222222222  Name2 01       B140 Search Plan: ######   Issue Type: NW   Reins Sw: A                          

      co1  222222222  Name2 01       B140 Name2                  DOB F ## SP 100.0   ID: ######          

      co1  222222222  Name2 01       B140 Processing NB                                                   

      co1  222222222  Name2 01       B140         Prior Retn:    $$$             Corp:    $$$                          

      co1  222222222  Name2 01       B140 Reinsurance added                                                                     

      co1  222222222  Name2 01       B140 Reinsurance Added Successfully -  1 Cession Added           0 Retained

        • Struggling with this data
          KeyserSoze _

          Hi blackjack21,

           

          I was able to create a model for your sample data using a four line Detail template and two single line append templates, along with using the guru trap technique for the trap line for the append templates.

           

          The detail template sample begins with the Policy Added lines and ends on the Processing NB line.

           

          For both append templates, the trap was "policy added" even though that doesn't appear in the sample line. Be sure to use the same position for the "policy added" trap as was used for the detail trap.

           

          When painting the fields for those append templates, use the Advance tab option for preceding string on the current line. I used the strings "prior retn" for one template and "added suc" for the other template.

           

          Give that a try and let us know if you still are having trouble or if you're on your way.

            • Struggling with this data
              Olly Bond

              Hello Blackjack, hello Keyser,

               

              I think there's an easier way than using the guru trap and its variations.

               

              Assuming that every new policy number (e.g. 111111, 222222) starts with a line that says Policy Added, then simply make these the trap characters for a single line detail template.

               

              Then define the field for the left hand part of the line (the bit that doesn't change) as being a straightforward field that starts on line 1 and ends on line 1, and for the right hand part, where you want to break the data up, define it as a Memo field that starts on line 1 and ends on "none of the above".

               

              Now, in the table, define calculated fields as required that chop up the Memo field using the Textline() function, and you should have one row per policy as intended.

               

              Best wishes,

               

              Olly