Adding Data

You can add as many tables as you want to your workspace. Once added, tables can be:

Preview is important as it allows you to review the information and check the quality of the data before loading these into the Monarch Data Prep Studio workspace.

Adding initial data

On the Start Page, do one of the following:

  • Select Open Data and then use the Select Open Data Source to Open dialog to add your data source.

  • Locate your file on your desktop or network and then drag it to the Start Page

  • Open a web page, select the data and then drag it to the Start Page

Note that when some file types, such as Microsoft Access and Excel, are used as data sources, a dialog, also referred to as an explorer, displays to ask you to specify other options prior to loading the data to your workspace.

The Access Explorer is displayed below as an example.

 

To continue loading your tables, indicate the necessary details and then click Load Selected.

You are brought to the Prepare Window:

 

NOTE: Letters beyond 64 are truncated when opening tables from Excel files with column names exceeding 64 characters because the Access driver used to read these files imposes a 64-character limit.

Adding more data

If you want to add more tables to your workspace, do one of the following:

  • Select Add More Stuff on the Preview or Prepare windows, navigate to the location of your file, and then open it.

  • Drag a file to the Prepare Window. This action immediately loads the data to your Prepare window.

Adding a data source from the web

  1. In the Select Data Source to Open dialog, click Open Web File.

 

The Open Data Source from Web dialog displays.

The left-hand dropdown allows you to choose the storage system in which your data resides. The possible values are:

  • HTTP
  • HTTPS
  • FTP
  • Amazon S3
  • Azure Data Lake Storage Gen2
  • Azure Blob Storage
  • Oracle Cloud Infrastructure
  • Google Cloud Storage
  • Altair Monarch Server Library

Note: Credentials for cloud-based storage systems can be specified in the Server section of The Application Default Settings.

  1. If your data source resides in the storage systems HTTP, HTTPS, and FTP, in the right-hand field, enter the URL containing your datasource and then click OK.

  2. If your data source resides in the storage systems Amazon S3, Azure Data Lake Storage Gen2, Azure Blob Storage, Oracle Cloud Infrastructure, Google Cloud Storage, and Altair Monarch Server Library, you can browse for the datasource to open by clicking on the Browse button.

You can import data sources of the following file types:

  • Microsoft Access (.mdb, .accdb)
  • Report (.dat, .prn, .rpt, .txt, .log, .pdf, .xps, .htm)
  • Delimited text (.csv, .tab, .txt, .dat, .tsv, .scsv)
  • Microsoft Excel (.xls, .xlsx, .xlsm, .xlsb, .csv)
  • HTML (.htm, .html)
  • JSON (.json)
  • SAS Transport V5 Format (.xpt, .stx)
  • XML (.xml)
  • Monarch (.dprj, .xprj, .dmod, .xmod)
  • Data Prep Workspace (.dpwx)

Adding data source files via drag and drop

You can drag and drop a file if this is readily available on your workstation or network.

  1. Navigate to the location of the file you want to open.

  2. Drag the file to the Start Page, Preview window, or Prepare window.

    • If you opened a database you are brought to the Preview window. Monarch Data Prep Studio automatically displays all tables (or worksheets) in your database.

    • If you opened a document, you are brought to the Report Design window, where you can define the fields you want to use.

Adding data sources from other workspaces

You can add tables saved in workspaces to your current workspace.

  1. Click on the application menu icon on the upper left-hand corner of your screen and then select Import Workspace Tables from the options that display.

     

    Alternatively, in the Start, Preview, or Prepare windows, select Open Data (in the Start page), New (in the Preview window) or Add (in the Prepare window) to launch the Select Data Source to Open dialog. Using this dialog, select Monarch File > Monarch Workspace > Get Data.  

     

  2. An Open dialog displays. Use this dialog to navigate to and select the workspace containing tables you wish to add to your table.

  3. If the workspace contains a single (child) table, this table (and its parent tables) is added to your workspace. Otherwise, the Import Tables from a Workspace dialog displays. Use this dialog to select which of the tables in the workspace should be added to your currrent workspace.

     

  4. Click the Import Selected button when you are finished.

    The tables you selected are added to your workspace.  

Loading data from a web page

  1. Go the web page you want to use.

  2. Highlight and select the information you want to use.

  3. Drag the selection to the Start Page, Preview window, or Prepare window.

Loading data from third-party products

Visit this page to learn more about adding data to your workspace from third-party products such as Google Analytics, Business Objects, and SparkSQL. 

Closing tables

Once you have added tables to your workspace, you can close them in one of two ways:

  • In the Preview window, select the tables you wish to remove and then click Close Selected. If you wish to close all tables that you have added to your workspace, click Close All instead.
  • In the Prepare window, right-click on the table you wish to close and then select Delete from the context menu that displays.

 

 

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