i
LEARNING GUIDE
This Le
ar
ning Guide cove
r
s
Mon
ar
ch S
ta
nd
ar
d edi
t
ion 
a
nd
Mon
ar
ch P
r
ofession
a
l edi
t
ion
In the United States:
Tower 3, 5
th
Floor
900 Chelmsford Street
Lowell, MA 01851-8100
FAX: 978 454-8886
Phone: 978 441-2200
I
n Eu
r
ope:
The So
f
tware Centre, East Way
L
ee 
Mill
I
ndustr
i
a
l
Estate
I
vybr
i
dge, Devon
P
L
21 9GE Eng
l
and
F
AX
: +44-(0)1752 894 833
Phone: +44-(0)1752 893 100
Mon
ar
ch
TM
V5
Transforms any report into live data on your PC!
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ii
Copy
r
ight Notice
Mon
ar
ch p
r
og
ra
m copy
r
igh
t
©
1999 - 2000.  Le
a
d develope
r
, All
a
n Rei
t
z.
Mon
ar
ch Le
ar
ning Guide w
r
i
tt
en 
a
nd p
r
oduced by C
ar
l L
a
mbe
rt
using MS-Wo
r
d 97.  Copy
r
igh
t
©
1999 - 2000.  All
r
igh
t
r
ese
r
ved.  This documen
t
m
a
y no
t
, in whole o
r
p
art
, be copied, pho
t
ocopied, 
r
ep
r
oduced, 
tra
nsl
at
ed, o
r
r
educed 
t
a
ny elec
tr
onic medium o
r
m
a
chine 
r
e
a
d
a
ble fo
r
m wi
t
hou
t
w
r
i
tt
en consen
t
f
r
om D
ata
w
at
ch Co
r
po
rat
ion.
Acknowledgments
Th
r
oughou
t
t
his m
a
nu
a
l, 
r
efe
r
ence is m
a
de 
t
o seve
ra
tra
dem
ar
ks:  Mon
ar
ch, Mon
ar
ch Repo
rt
Explo
r
e
r
a
nd
D
ata
w
at
ch 
ar
tra
dem
ar
ks of D
ata
w
at
ch Co
r
po
rat
ion.  dBASE, dBASE III, dBASE III Plus 
a
nd P
ara
dox 
ar
e
tra
dem
ar
ks of Bo
r
l
a
nd In
t
e
r
n
at
ion
a
l.  1-2-3, Lo
t
us 
a
nd IBM 
ar
tra
dem
ar
ks of In
t
e
r
n
at
ion
a
l Business M
a
chines.
Excel, Windows, Windows 95, Windows 98, Windows NT, 
a
nd Windows2000 
ar
r
egis
t
e
r
ed 
tra
dem
ar
ks of Mic
r
osof
t
Co
r
po
rat
ion.  O
t
he
r
b
ra
nd 
a
nd p
r
oduc
t
n
a
mes 
ar
tra
dem
ar
ks o
r
r
egis
t
e
r
ed 
tra
dem
ar
ks of 
t
hei
r
r
espec
t
ive holde
r
s.
Mon
ar
ch w
a
s developed by M
at
h S
trat
egies of G
r
eensbo
r
o, No
rt
h C
ar
olin
a
using Mic
r
osof
t
C++, 
t
he Mic
r
osof
t
Found
at
ion Cl
a
ss Lib
rar
ies, 
t
he Mic
r
osof
t
J
e
t
engine, 
t
he Objec
t
ive G
r
id sp
r
e
a
dshee
t
con
tr
ol, 
t
he Ch
art
FX ch
art
ing
DLL 
a
nd 
t
he Dyn
a
Zip file 
ar
chiving DLL.
P
r
in
t
ed in 
t
he Uni
t
ed S
tat
es of Ame
r
ic
a
Nin
t
h P
r
in
t
ing
Ja
nu
ar
y 2000
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M
onarch 
L
earn
i
ng Gu
i
de
iii
P
r
eface
Using the 
M
ona
r
ch Documentation
The Mon
ar
ch documen
tat
ion is p
r
esen
t
ed in 
t
wo use
r
guides; 
a
p
r
in
t
ed
Le
ar
ning Guide 
a
nd 
a
n On-line Refe
r
ence Guide.
Monarch Learning Guide
The Mon
ar
ch Le
ar
ning Guide con
ta
ins 
a
sho
rt
in
tr
oduc
t
ion 
t
o Mon
ar
ch 
a
long
wi
t
a
se
r
ies of lessons designed 
t
o quickly 
a
cqu
a
in
t
you wi
t
t
he p
r
og
ra
m.
The lessons 
ar
e divided in
t
o seve
ra
l sec
t
ions, The Repo
rt
Window, The T
a
ble
Window, The Summ
ar
y Window, Adv
a
nced Topics, 
a
nd Mon
ar
ch P
r
ofession
a
l.
E
a
ch of 
t
he fi
r
s
t
t
h
r
ee sec
t
ions desc
r
ibe 
a
m
a
jo
r
ar
e
a
of 
t
he p
r
oduc
t
.
Beginning use
r
s will be well 
r
ew
ar
ded fo
r
t
he 
t
ime spen
t
wo
r
king 
t
h
r
ough
t
hese sec
t
ions.  The Adv
a
nced Topics sec
t
ion should be 
ta
ckled 
a
f
t
e
r
becoming
f
a
mili
ar
wi
t
t
he b
a
sic concep
t
s of Mon
ar
ch; 
t
his sec
t
ion will leve
ra
ge wh
at
you le
ar
ned in 
t
he p
r
evious sec
t
ions.  The Mon
ar
ch P
r
ofession
a
l sec
t
ion de
a
ls
wi
t
h fe
at
u
r
es found only in Mon
ar
ch P
r
o.  E
a
ch lesson should 
ta
ke f
r
om 20 
t
o
30 minu
t
es 
t
o comple
t
e.  We'
r
e ce
rta
in you'll find i
t
t
ime well spen
t
in
le
ar
ning 
t
his powe
r
ful p
r
oduc
t
ivi
t
t
ool.
Monarch On-line Reference Guide
The Mon
ar
ch On-line Refe
r
ence Guide p
r
ovides de
ta
iled info
r
m
at
ion 
a
nd s
t
ep
by s
t
ep ins
tr
uc
t
ions fo
r
pe
r
fo
r
ming vi
rt
u
a
lly 
a
ny 
ta
sk in Mon
ar
ch.  I
t
a
lso
includes info
r
m
at
ion on 
a
u
t
om
at
ing Mon
ar
ch ope
rat
ions, p
r
ep
ar
ing files fo
r
inpu
t
t
o Mon
ar
ch, 
a
nd 
t
echnic
a
l specific
at
ions.  To 
a
ccess 
t
he on-line
Refe
r
ence Guide, selec
t
t
he On-line Refe
r
ence i
t
em f
r
om 
t
he Mon
ar
ch folde
r
o
r
selec
t
Help, Help Topics (
ALT
H
H
) f
r
om 
t
he Mon
ar
ch menu.
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iv
Pre
f
ace
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M
onarch 
L
earn
i
ng Gu
i
de
v
T
able of Contents
CHAPTER 1
Introducing Monarch
...........................................
1
CHAPTER 2
Monarch Lessons
..............................................
7
Part I - The Report Window
LESSON 1
Working in the Report Window
..................................
13
LESSON 2
Extracting Data from a Report
..................................
31
LESSON 3
Reports with Multiple Sort Levels
...............................
49
LESSON 4
Special Data Extraction Techniques
.............................
67
Part II - The Table Window
LESSON 5
Working in the Table Window
...................................
77
LESSON 6
Printing, Copying and Exporting
................................
95
LESSON 7
Sorting the Table
.............................................
109
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vi
Tab
l
e o
f
Contents
LESSON 8
Record Selection Filters
......................................
119
LESSON 9
Calculated Fields
............................................
129
Part III - The Summary Window
LESSON 10
Summaries
.................................................
145
LESSON 11
Advanced Summary Capabilities
..............................
163
LESSON 12
Charting Summary Data
......................................
181
Part IV - Advanced Topics
LESSON 13
Working with Multiple Instances of a Report
....................
205
LESSON 14
Project Files
................................................
221
LESSON 15
Portable Reports
............................................
229
LESSON 16
Extracting Multiple Line Fields
................................
245
Part V – Monarch Professional
LESSON 17
Importing Data from an External Database
......................
269
LESSON 18
Joining Data from an External Database
........................
283
M
onarch 
L
earn
i
ng Gu
i
de
1
CH A P T E R   1
I
nt
r
oducing 
M
ona
r
ch
W
hat is 
M
ona
r
ch?
Mon
ar
ch is 
a
d
ata
a
ccess 
t
ool 
t
h
at
le
t
s you view, p
r
in
t
a
n
a
lyze 
a
nd ex
tra
c
t
d
ata
f
r
om exis
t
ing compu
t
e
r
r
epo
rt
s.  Any 
r
epo
rt
used in you
r
o
r
g
a
niz
at
ion
c
a
n be 
a
ccessed vi
a
Mon
ar
ch.
Wheneve
r
a
compu
t
e
r
p
r
oduces 
a
r
epo
rt
, i
t
c
r
e
at
es some
t
hing c
a
lled 
a
r
epo
rt
file 
t
h
at
con
ta
ins 
a
ll 
t
he ch
ara
c
t
e
r
a
nd con
tr
ol codes 
t
h
at
ar
e sen
t
t
t
he
p
r
in
t
e
r
t
o p
r
oduce 
t
he 
a
c
t
u
a
l p
r
in
t
ou
t
.
Mon
ar
ch 
r
e
a
ds 
t
h
at
s
a
me 
r
epo
rt
file, bu
t
ins
t
e
a
d of p
r
oducing 
a
h
ar
dcopy
p
r
in
t
ou
t
wi
t
h wo
r
ds 
a
nd numbe
r
s f
r
ozen on 
t
he p
a
ge, Mon
ar
ch c
r
e
at
es 
a
sof
t
copy of 
t
he 
r
epo
rt
on sc
r
een, wi
t
h live d
ata
you c
a
n wo
r
k wi
t
h.
Reads any 
r
epo
r
t
Mon
ar
ch 
r
e
a
ds 
r
epo
rt
files downlo
a
ded f
r
om 
a
ny m
a
inf
ra
me o
r
mini
compu
t
e
r
, o
r
p
r
oduced on 
a
PC.  These files 
ar
e commonly known 
a
s p
r
in
t
files o
r
spool files, bu
t
ar
a
lso 
r
efe
rr
ed 
t
a
t
ex
t
files (TXT), fo
r
m
att
ed 
t
ex
t
files, PRN files 
a
nd SDF files.
In mos
t
o
r
g
a
niz
at
ions, Mon
ar
ch use
r
a
ccess 
r
epo
rt
files 
a
c
r
oss 
a
ne
t
wo
r
k o
r
vi
a
t
e
r
min
a
l emul
at
ion sof
t
w
ar
e.  If you'
r
e unf
a
mili
ar
wi
t
t
his p
r
ocess, 
a
sk
you
r
PC m
a
n
a
ge
r
o
r
IT m
a
n
a
ge
r
fo
r
help.  If you
r
PC is no
t
connec
t
ed 
t
a
hos
t
compu
t
e
r
t
he IT s
ta
ff c
a
n gene
ra
lly supply 
r
epo
rt
files on 
t
he ne
t
wo
r
k o
r
on diske
tt
e.
2
Chapter 1 - 
I
ntroduc
i
ng 
M
onarch
Functional Ove
r
view
Mon
ar
ch p
r
ovides 
t
h
r
ee dis
t
inc
t
views of 
r
epo
rt
d
ata
, e
a
ch wi
t
h i
t
s own
window.  When you lo
a
a
r
epo
rt
file in
t
o Mon
ar
ch, 
a
sof
t
copy of 
t
he 
r
epo
rt
is
displ
a
yed in 
t
he Repo
rt
window.
F
i
gu
r
e 1.  The Repo
r
t w
i
ndow.
D
ata
ex
tra
c
t
ed f
r
om 
t
he 
r
epo
rt
is displ
a
yed in 
t
he T
a
ble window.
F
i
gu
r
e 2.  The Tab
l
e w
i
ndow.
M
onarch 
L
earn
i
ng Gu
i
de
3
Use
r
-defined summ
ar
ies which 
a
n
a
lyze 
r
epo
rt
d
ata
ar
e displ
a
yed in 
t
he
Summ
ar
y window.  The summ
ar
y window includes 
a
ch
art
ing f
a
cili
t
t
o
g
ra
phic
a
lly displ
a
t
he summ
ar
ized d
ata
.
F
i
gu
r
e 3.  The Summa
r
y w
i
ndow.
You c
a
n view mul
t
iple windows 
at
one 
t
ime.  The Toolb
ar
f
r
om 
t
he 
a
c
t
ive
window 
a
ppe
ar
at
t
he 
t
op of 
t
he p
ar
en
t
window.
F
i
gu
r
e 4.  A t
il
ed w
i
ndow d
i
sp
l
ay.
4
Chapter 1 - 
I
ntroduc
i
ng 
M
onarch
Input
R
e
por
t
F
ile
Output
Report Window
-  View 
a
nd explo
r
r
epo
rt
.
-  Look 
t
hings up (Find).
-  P
r
in
t
selec
t
ed p
a
ges.
-  Copy 
t
o clipbo
ar
d.
-  Define d
ata
ex
tra
c
t
ion 
t
empl
at
e.
H
ar
dcopy p
r
in
t
ou
t
of selec
t
ed p
a
ges.
Clipbo
ar
d im
a
ge of d
ata
copied f
r
om
t
he 
r
epo
rt
, wi
t
a
u
t
om
at
ic fo
r
m
att
ing of
t
he d
ata
when p
a
s
t
ing in
t
a
wo
r
kshee
t
.
Ex
tra
c
t
ed d
ata
Table Window
-  View ex
tra
c
t
ed d
ata
.
-  Apply fil
t
e
r
t
o ex
tra
c
t
ed d
ata
.
-  So
rt
d
ata
.
-  C
a
lcul
at
e new fields.
-  Copy 
t
o clipbo
ar
d.
-  Expo
rt
selec
t
ed 
r
eco
r
ds.
-  P
r
in
t
selec
t
ed 
r
eco
r
ds.
H
ar
dcopy p
r
in
t
ou
t
of selec
t
ed d
ata
,
in column
ar
r
epo
rt
fo
r
m
at
.
Clipbo
ar
d im
a
ge of d
ata
copied f
r
om 
t
he
ta
ble, in bo
t
t
ex
t
& wo
r
kshee
t
fo
r
m
at
.
Expo
rt
file con
ta
ining selec
t
ed d
ata
, in
choice of fo
r
m
at
s including WKx, XLS,
MDB, DB, DBF, TXT & delimi
t
ed 
t
ex
t
.
Ex
tra
c
t
ed d
ata
Summary Window
-  An
a
lyze selec
t
ed d
ata
.
-  Ch
art
summ
ar
ized d
ata
.
-  Copy d
ata
/ch
art
t
o clipbo
ar
d.
-  Expo
rt
a
n
a
lysis.
-  P
r
in
t
a
n
a
lysis o
r
ch
art
.
H
ar
dcopy p
r
in
t
ou
t
of summ
ar
r
epo
rt
o
r
ch
art
.
Clipbo
ar
d im
a
ge of ch
art
(pic
t
u
r
e fo
r
m
at
) o
r
summ
ar
y (in bo
t
t
ex
t
& wo
r
kshee
t
fo
r
m
at
).
Expo
rt
file con
ta
ining selec
t
ed d
ata
, in
choice of fo
r
m
at
s including WKx, XLS,
MDB, DB, DBF, TXT & delimi
t
ed 
t
ex
t
.
F
i
gu
r
e 5.  Mona
r
ch f
l
ow cha
r
t.
Figu
r
e 5 shows how 
r
epo
rt
d
ata
flows 
t
h
r
ough Mon
ar
ch.  A Mon
ar
ch session
begins when you lo
a
a
r
epo
rt
file in
t
t
he Repo
rt
window.  As 
t
he session
unfolds, you c
a
n p
r
oduce 
a
v
ar
ie
t
y of ou
t
pu
t
s f
r
om e
a
ch window.  The lessons
in 
t
his guide co
rr
espond 
t
t
he flow ch
art
 You'll le
ar
n how 
t
o b
r
ing 
a
r
epo
rt
in
t
o Mon
ar
ch, 
a
nd you will p
r
og
r
ess s
t
ep-by-s
t
ep 
t
h
r
ough 
t
he 
ta
sks pe
r
fo
r
med
in e
a
ch window.
Documents you may be interested
Documents you may be interested