Managing Named Sorts

Monarch Data Prep Studio allows you to view, sort, edit, duplicate, and delete the named sorts you've created for application to your summaries. To do so, open the Manage Sorts window from the Analyze tab by clicking the Manage Sorts button . The Manage Sorts window also shows the keys and sort types set for the existing named sorts.

 

 

Viewing and sorting named sorts

  1. Open the Manage Sorts window to view all the named sorts available to you.

  2. Sort the named sorts listed by clicking the Natural Sort button .

You can also arrange the named sorts in ascending order by clicking the Ascending Sort button or in descending order by clicking the Descending Sort button .

 

Editing named sorts

  1. In the Manage Sorts window, identify the named sort you wish to modify and then click the corresponding Edit button to change the selected named sort's definition.

The Edit Sort window corresponding to the type of filter selected displays.

  1. In the Edit Sort window, make the necessary changes to your named sort settings (see Creating Named Sorts).

  2. Click OK to apply the changes and return to the Manage Sorts window.

  3. In the Manage Sorts window, click OK to apply all the changes to your named sorts.

 

Duplicating named sorts

In the Manage Sorts window, identify the named sort you wish to duplicate and then click the corresponding Duplicate button .

The duplicate filter is labeled with a number in parentheses (e.g., Sort(1)). You can rename this named sort, as well as the other ones in the list, by clicking the Edit button .

 

Deleting named sorts

In the Manage Sorts window, identify the named sort you wish to delete and then click the corresponding Delete button . You can also delete all named sorts listed by clicking Delete All.

 

Notes:

  • You can't undo a deletion while in the Manage Sorts window. If you wish to cancel the deletion of a named sort, click Cancel. You will return to the Summary window, and the named sort you removed from the named sort list should again be available.

  • Clicking Cancel will also undo all the changes made to the named sorts in the Manage Sorts window.

 

 

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