The Monarch Data Prep Studio Toolbar and Windows

The Monarch Data Prep Studio interface includes a toolbar that remains visible regardless of the window or page you access.

Hover on a tool to get a brief description. Click on the tool to go to the main help page of that tool.

The Monarch Data Prep Studio windows

Monarch Data Prep Studio has five windows, i.e., Start, Preview, Prepare, Combine, and Export, each of which allow you to carry out a specific action towards completing data integration, preparation, and transformation. These five windows can be accessed directly from the toolbar. The Report Design Window becomes available only when you open or edit a PDF or report document.

When selected, the Combine and Analyze stages allow you to combine data by appending or joining and create summaries, respectively.

Window and tool Descriptions

Window	Description
Application Menu	Allows you to: Open, close, and save your workspace Open a new data source Export and import Change Lists Open a table in Data Prep Studio in Classic mode Import workspace tables Launch a new Classic mode session Import workspace tables Close Monarch Data Prep Studio Exit Data Prep Studio
Start	Allows you to open a file. It also allows you to: View product-related videos. View online Help View Team Files Go to the Market Place.
Preview	Allows you to: Open a file to load a data source or a report Preview and discover data within tables Select specific tables to work with Select and append similar tables prior to loading.
Prepare	Allows you transform the columns of your unified table. For instance, you can: Change the case Remove extra spaces Convert from one data type to another Work with substrings
Transform	Allows you to: Remove empty rows Pivot or unpivot columns Group rows by a specific column
Combine	Allows you to join data from two or more tables, so that you have one unified table to work with.
Analyze	Allows you to create, view, modify, and manage summaries
Export	Allows you to export your workspace to several popular file formats, file systems, and Knowledge Hub.
Report Design	Allows you to build a table by selecting fields on a document. The resulting table then becomes available in the Preview Window, so you can load it and then eventually combine with other tables or data sources. This window is only available only when you open a report document.
Object Description	Clicking this icon launches a text field into which you can enter a comment or description of the workspace.
Save Workspace	Allows you to save your current workspace. Your workspace includes: The tables you have loaded The join definitions you have created The transform operations you have carried out
Data Source Library	Opens the Data Source Library, which will then allow you to select and use data sources made available to you.
Settings	Presents setting options that allow you to, among others: Set row limits Set default folder values Configure advanced settings Define conversion settings Define server settings Specify runtime parameters Set time intervals Configure display settings Specify security settings Configure license settings View information on the Monarch Data Prep Studio application