The Current Workspace Settings

Current Workspace settings allow you to define workspace-level settings for Monarch Data Prep Studio.

 

Import

Similar to the Import options for Application Default Settings, you can specify settings for the following inputs:

 

GENERAL

  • Default source row limit

If necessary, you can specify a row limit to enable partial data loading of excessively large files and improve the application's performance. To do so, use the dropdown provided and select Limit: from the options that display. In the field that appears to the right of this selection, specify a row limit to apply when opening tables.

Note that the number of rows displayed does not affect the number of rows obtained when a table is exported. You could, for example, set a limit of 10,000 rows to view when opening a table with 1,000,000 rows. When ready, you may opt to export only 10,000 rows or all 1,000,000 rows as necessary.  

Note also that the application imposes a 2,000-record limit when opening SalesForce reports. To get a full view of the data when opening SalesForce reports with over 2,000 rows, export the data to a CSV file in SalesForce and then use the Text plugin to import the data.

  • Automatically sync columns with source data on load or refresh data for supported data sources

Tick this box if the columns in your file change over time and you require that Monarch Data Prep Studio sync with these changes. While in this mode, your Change History items may reflect errors if the column they were applied to is renamed or deleted from the source file. The supported data types for this mode are delimited text and Excel.

  • Apply to existing tables

Check this box if you wish to apply your settings to all tables in your open workspace.

 

EXCEL

  • Default sample size when detecting Excel column types

The sample file size specifies how Monarch Data Prep Studio determines the data type of a column coming from Excel.

  • Import all columns as text to avoid potential loss of data during type conversion

Select to convert all columns imported from the data source as text regardless of their original type. Note that toggling this checkbox in Application Default Settings will not affect the column types in existing load plans.

  • Apply to existing tables

Check this box if you wish to apply your settings to all tables in your open workspace.

 

WORKSHEET DESIGN

  • Utilize unformatted values from Excel for numeric and date columns

Tick this box if you wish that Excel Worksheet Design use unformatted values from Excel cells for various operations, including cell/column type detection, "Is Number" and "Is Date" value rule behaviors, and the output table values for numeric and date columns.

  • Recursively evaluate formulas

When this setting is enabled, if a worksheet's cells depend on the cells of other worksheets, the dependent cells in these other worksheets will also be calculated. Note, however, that this setting may have an important impact on the application's performance, particularly if numerous cells must be calculated. 

  • Apply to existing tables

Check this box if you wish to apply your settings to all tables in your open workspace.

 

DELIMITED TEXT

  • Rows to scan for columns

  • In the box provided, indicate a number of rows that must be scanned by Monarch Data Prep Studio to determine what data type to assign to a certain column. Note that setting this number to a very high value may negatively impact the application's load performance depending on the number of rows and columns in your input source.

  • Apply to existing tables

Check this box if you wish to apply your settings to all tables in your open workspace.

 

REPORTS

Setting

Description

Formatting

Encoding

Use this setting to specify the default report file format. The following encodings are supported by Monarch Data Prep Studio:

  • ASCII: Select to make Monarch Data Prep Studio interpret report files as ASCII text and perform the conversion to ANSI. This is the default setting because most report files are created as ASCII text files.

  • ANSI: Select to make Monarch Data Prep Studio read report files as ANSI text and perform no conversion. While most report files are created as ASCII text files, report files generated from Windows applications may be created as ANSI text files. The difference lies with characters 128 - 255 in the character set: in these positions, the ANSI character set includes international characters not present in the ASCII character set.

  • UTF-8  (8-bit Unicode Transformation Format): Select to make Monarch Data Prep Studio interpret report files as UTF-8 files. UTF-8 is a variable-length character encoding for Unicode, which is able to represent any character in the Unicode standard, yet it is backwards compatible with ASCII. If a valid BOM (Byte order mark) is detected within the input file, then Monarch Data Prep Studio will automatically select the UTF-8 type when opening the file.

  • UTF-16 LE (16-bit Unicode Transformation format, Little Endian): Select to make Monarch Data Prep Studio interpret report files as UTF-16 LE files. UTF-16 LE is the Unicode Transformation Format that serializes a Unicode value as a sequence of two bytes, in little-endian format. If a valid BOM (Byte order mark) is detected within the input file, then Monarch Data Prep Studio will automatically select the UTF-16 LE type when opening the file.

  • UTF-16 BE (16-bit Unicode Transformation format, Big Endian): Select to make Monarch Data Prep Studio interpret report files as UTF-16 BE files. UTF-16 BE is the Unicode Transformation Format that serializes a Unicode value as a sequence of two bytes, in big-endian format. If a valid BOM (Byte order mark) is detected within the input file, then Monarch Data Prep Studio will automatically select the UTF-16 BE type when opening the file.

  • EBCDIC (Extended Binary Coded Decimal Interchange Code): Select to make Monarch Data Prep Studio interpret report files as EBCDIC files. EBCDIC is an eight-bit character encoding system used mainly on IBM mainframe and IBM mid-range computer operating systems.

These options may also be accessed in open files by right-clicking on the report in Report view.

Code page

Select the appropriate code page to use with the chosen input file encoding format. This option is only applicable to the ASCII (14 codepages available), ANSI (10 codepages available), and EBCDIC (16 codepages available) encoding systems.

These options may also be accessed in open files by right-clicking on the report in Report view.

File Type

This option is enabled only when EBCDIC is selected as the encoding type. Choose from one of the following options:

  • Auto - Selecting this option instructs Monarch Data Prep Studio to automatically determine the record/line delimiter.

  • Line Feed (LF) - This file type includes files where the end of record is an ASCII line feed character.

  • Carriage Return (CR) -This file type includes files where the end of record is an ASCII carriage return character.

  • EBCDIC New Line (NL) - This file type includes files where the end of record is an EBCDIC new line character.

  • EBCDIC Line Feed (LF) - This file type includes files where the end of record is an EBCDIC line feed character.

  • Fixed-length record - This file type includes files where each line (or record) consists of a fixed number of characters/bytes.

  • Variable-length record - This file type includes files consisting of variable length lines (or records). Each record is preceded by a 4 byte record descriptor that specifies the record length.

  • Variable length block - This file type includes files similar to variable-length records but also includes a block descriptor.

  • Undefined-length record - This file type includes files with no defined record length or block.

  • Custom byte as EOL - This file type includes files where the end of line is marked by a custom number of characters/bytes

Ignore print control characters

Select this setting to have Monarch Data Prep Studio ignore all print control characters below ASCII 32 except for:

  • Form Feed (ASCII 12)

  • Line Feed (ASCII 10)

  • Carriage Return (ASCII 13)

  • TAB (ASCII 09)

  • Null (ASCII 0) which is converted to a space (ASCII 32).

Ignore additional non-printing and control characters

A number of Unicode characters are known to cause misalignment issues with Report Design's character position-based data capture. These characters include U+008D (reverse line feed), U0080 (padding character), U+200B (zero-width space), and U+FEFF (zero-width no-break space), for example. Select this box to ignore these characters.

Hide n Leading characters on each line

When you download print files from a network, a mini-computer, or a mainframe, one or more extra characters may appear at the beginning of each line. The exact number and type of characters depends on the operating system. These introductory characters are typically used for form feed, carriage return, or line feed printer commands. They are usually not needed in a PC file and may affect the way the file is displayed by Monarch Data Prep Studio.

A few communications programs are smart enough to either discard unnecessary characters or translate useful characters into the corresponding PC character codes. However, a form feed command is typically the only useful character you may get, and most communications programs are unable to translate it.

Use this setting to specify the number of leading characters to strip from each line of the report. Typical values are 0, 1, and 2. The value can be in the range 0 - 99.

For example, if you download from an IBM 3090 mainframe computer using an IRMA communications card, each line in the report will be preceded by two non-productive characters. You can strip those characters from the data by entering 2 in the Hide leading characters box.

Page Break

Ignore the form feed character

Selecting this setting causes Monarch Data Prep Studio to ignore all form feed (page break) characters in a report. Use this setting to turn off the hard-coded page breaks in a report file and replace them with page breaks based upon a Page Header trap or based upon the ForcePageBreakAfter n Lines setting (see below).

Page break on hidden leading text: n

For some mainframe and midrange system generated reports, especially from AS/400 systems, a page break could be indicated by a leading control character in the report file. This option allows you to hide the control character and to force a page break when a specified character is encountered.

Note: This option is not accessible unless you specify a Hide n Leading Characters setting.

Force page break after n lines

Use this setting to add page breaks to a file at regular intervals by specifying the number of lines you want on each page. Monarch Data Prep Studio scans the report for existing page breaks and inserts a virtual page break whenever a real page break has not been encountered before the number of lines specified.

The action of this setting is modified by the ForcePageBreakLookAhead setting.

Fields

Trim leading and trailing spaces from Character and Memo fields

This setting instructs the application to remove all leading and trailing spaces from character and memo fields.

Trap Characters

Trap characters

This setting allows you to specify whether you want to use Monarch Complete's standard trap characters or the alternate ones. The Alternate trap characters have been chosen to be compatible with different languages, so that characters that are commonly used in a language are not chosen as wildcard trap characters. For example, in the standard trap character set, the Alpha Trap uses a character which is common in Portuguese, the Numeric Trap uses a character which is common in Spanish, the Blank trap uses a character which is common in German, and the non-blank trap uses a character that is common in Scandinavian languages.

  • English (Standard):  Select to use Monarch Classic's standard trap characters. (This is the default setting.)

  • Latin: Select to use Latin alternate trap characters.

  • Low ASCII: Select to use Low ASCII alternate trap characters.

Note: The characters used in the Alternate trap set are all low ANSI, i.e., lower than character code 128, so they will be consistent across all code pages.

 

  • Apply to existing tables

Check this box if you wish to apply your settings to all tables in your open workspace.

Export

EXCEL

These settings describe how Excel files should be exported.

  • Apply formatting to XLS and XLSX files (Y/N)

Enabling this setting will direct Monarch Data Prep Studio to apply formatting settings, such as column formats, page setup settings, and summary color settings, when tables are exported to the XLS and XLSX formats.

  • Enable advanced Excel features (Y/N)

This setting instructs the application to enable advanced Excel features during export

 

DELIMITED TEXT

These settings instruct Monarch Data Prep Studio how to read delimited text files, including:

  • Delimiter (Comma, tab, semicolon, space, pipe)

  • Text qualifier (Double quote, single quote, none)

  • Quote column names (Y/N)

  • Date format (with option to use current Windows Regional Settings) - This setting can be configured only when the Delimited Text/XML > Legacy compatibility mode - Ignore format customizations during export setting is selected. 

  • Include column headers (Y/N)

 

DELIMITED TEXT/TEXT REPORTS

  • Append DOS end-of-file character (x1A) (Y/N)

  • Encoding

  • Code page

 

TEXT REPORTS 

  • Insert page breaks in reports

This setting allows you to insert page breaks at predefined points in multi-page reports.

  • Before first page and between pages
  • Never
  • Between pages only

 

DELIMITED TEXT/XML

  • Legacy compatibility mode - Ignore format customizations during export (Y/N)

Enabling this setting will cause column format customizations to be ignored during the export of numeric and date columns in favor of Monarch Classic style formatting. When using Monarch Classic formatting, numeric values are exported using the current system's localized decimal separator. Date values are exported according to the Date Format setting.

 

MISCELLANEOUS

  • Use summary measure labels as column names during database exports (Y/N)

Enabling this setting will instruct Monarch Data Prep Studio to use summary measure labels as column names; when disabled, the underlying field name, instead of the label, is used to name measure columns.

  • Include field names as the first row when using Ctrl+C to copy the clipboard

Enabling this setting will instruct the application to use column headers as the first row of any table created using the CTRL + C command. 

  • Apply to current Workspace

Tick this box if you wish to apply the settings in this tab to the current workspace.

Conversion

These settings affect how information from text-based data sources is interpreted and converted to either the numeric or date/time format for the current workspace. You can specify a decimal separator (for converting text to numeric) and a date format, first year of century, and date/time extraction pattern. Selecting the Apply to existing tables check box applies all settings to all open tables. If the check box is not ticked, only tables that will be opened after you close the dialog will reflect your conversion settings.

Display

These settings allow you to specify the default format when data are displayed in tables and summaries for the current workspace. The Default Locale parameter sets the language to be used by the application, and the Default Date Format parameter specifies the default format of date/time columns.

Note that while most data sources, such as delimited text, excel, XML/JSON, etc., will correctly use the default column format settings to display the data, Monarch files will not use the default column format settings of the workspace since the column formats are applied in Monarch Classic and attached to the model when exported. Files opened in Report Design (such as Text and PDF Reports) also do not take into account the default column format settings since each field created in Report Design allows the column formats to be set within Report Design. These column formats take precedence over the default column format settings of the workspace.

 

DEFAULT FONTS

The Default Fonts setting includes three tabs, each of which will help you assign a default font and font size to tables, reports, and summaries.

 

DATA VALUES

Setting

Description

Suppress zero values

This option, when selected, suppresses zero values when viewing data. Suppressed zeros are not printed, but are exported as zero values when the Table or Summary data are exported or copied to any format except text. For text export and copy operations, the suppressed zeros are exported as space characters to retain column integrity.

Note that Monarch Data Prep Studio implements zero suppression based upon the value that is returned to each cell after any rounding has been done on the value. For example, if you set the precision of a cell containing the value 0.004 to two decimal places, the application will round the value to 0.00. Since this value equates to zero, it will be suppressed if zero suppression is turned on. This is not the case in other applications, such as MS-Excel, where the underlying value 0.004 is retained and evaluated against zero. In Excel, the cell would be displayed as 0.00 and would not be suppressed, since its underlying value (0.004) is not equal to zero.

Display nulls as text

This option, when selected, applies the column type text to all columns with null values.

Display null values as

This option determines how null values should appear on screen in the Prepare window. You may enter a text string to use when representing null values. The string will be displayed using right justification.

In Monarch Data Prep Studio, as in most other database applications, a null value represents an unknown value or a value that cannot be calculated. Monarch Data Prep Studio returns null values under a variety of situations:

  • When a calculated field expression causes division by zero.

  • When the Minimum or Maximum calculation is used in a summary if no records match the key field values for a cell (e.g., there are no records of media type "CD" for the customer "Bluegrass Records"). In this case, no data is available to the cell.

  • When the Standard Deviation or Variance calculation is used in a summary if only a single record matches the key field values for a cell. In this case, there is insufficient information available to perform the calculation.

  • When the denominator in a Ratio measure calculation evaluates to zero causing the Ratio calculation to result in division by zero.

The application exhibits the following behavior when evaluating expressions and calculations that reference one or more null values:

Evaluation

When a null is used in an evaluation, the expression always evaluates to False. This is the case even when a null is evaluated against another null. The reason is that null is treated as an unknown value (when two unknown values are evaluated against each other, it cannot be said that they are equal).

Monarch Data Prep Studio's expression engine also does not support the constant NULL, so evaluations like the following one cannot be made: If(Amount=NULL, true result, false result)

However, an indirect method of evaluation against null will work in Monarch Data Prep Studio. For example, let's say that you want to create a filter in the Table window that removes all records where the Amount field value is null. Let's say that you also know that the Amount field values are never likely to be larger than 1,000,000.00 (one million) or smaller than –1,000,000.00 (negative one million). You could use either of the following filter expressions to remove records whose values are null:

Amount>-1000000
or
Amount<1000000

Either expression will evaluate to True for all records that contain a valid value in the Amount field, and will evaluate to False for all records that contain a null in the Amount field (since an evaluation against null returns False).

Calculation

When a null is referenced in a calculated field expression, the result of the expression is null. For example, the expression Amount*0.2 returns the Amount field value divided by 5 for all records where Amount contains a number. For records where Amount contains null, the expression returns null.

When one or more null values are included in a measure aggregation, the null values are ignored. This can produce the desired result or an unexpected result, depending upon your point of view. For example, the Average(Amount) calculation returns the average Amount by dividing the sum of the Amount values by the Count (the number of records from which the function drew Amount values). Records for which the Amount value is null are not included in the calculation. A different result is returned by the Ratio(Amount:Count) calculation, as this calculation tallies the Amount values and the Count values in two steps. First, the sum of the Amount values is calculated, then, in isolation, the Count for all records matching the same key field values is determined. Thus, in a Ratio calculation, the Count represents all of the records, including those whose Amount field contains null.

Highlight null cells

This setting instructs the application to highlight null (as opposed to, for example, blank) cells in the table/summary

Show whitespace characters

This setting instructs the application to show whitespace characters in the table/summary.

 

DEFAULT ROW HEIGHT

  • Lines in column title row

This setting determines the default height for column titles in the Table and Summary windows. You may set the height from 1-12 lines. Column titles that are too long to fit on a single line will wrap to fit.

  • Lines in data rows

This setting determines the default height for data rows in the Table and Summary windows. You may set the height from 1-12 lines. Data values that are too long to fit on a single line will wrap to fit.

 

AUTOMATIC ROW SIZING

  • Automatically increase row heights to fit multi-line data

This setting instructs the application to increase row heights automatically to accommodate multi-line data.

 

Ticking the box Apply to existing tables, reports, & summaries applies all display settings to any open table, report, and summary in the current workspace. Note, however, that date columns from Report sources will not reflect changes to the default date format. To change the format, create a format change or modify the field in Report Design. 

Time Intervals

This setting allows you to set the characteristics of a fiscal year, fiscal weeks, and fiscal periods for the current workspace.

 

FISCAL YEAR

Setting

Description

Month-based (12 calendar months starting on a desginated month)

Specifies that the fiscal year consists of 12 calendar months.

First month of the fiscal year

Selects the month of which the first day begins the new fiscal year.

Week 1 starts on January 1

Specifies that the first week of the fiscal year begins on January 1.

Each week starts on a specified weekday

Defines the start of a fiscal week and the week number of a partial week, if any, at the start of the year.

Week-based (52 or 53 whole weeks)

Specifies that the fiscal year consists of 52 or 53 whole weeks. You can specify the first day of each fiscal week, a reference month and day, and a rule for year start or end.

Select to divide the year into four 13-week quarters, then pick one of the following:

  • 4-4-5 - Select to specify that each quarter is divided into a period with a pattern of 4 weeks, 4 weeks, 5 weeks.

  • 4-5-4 - Select to specify that each quarter is divided into a period with a pattern of 4 weeks, 5 weeks, 4 weeks.

  • 5-4-4 - Select to specify that each quarter is divided into a period with a pattern of 5 weeks, 4 weeks, 4 weeks.

The year is divided into four 13-week quarters

Divides the year into four 13-week quarters and allows you to choose a week distribution pattern and quarter and period in which to place the 53rd week if necessary.

The year is divided into thirteen 4-week periods.

Divides the year into thirteen 4-week periods  and allows you to choose a period in which to place the 53rd week if necessary.

 

 

CALENDAR WEEK

Setting

Description

Week 1 starts on January 1.

Specifies that the first full week of the year starts on the first day of the week on or after January 1.

 

 

Each week starts on a specified weekday

Specifies that the week begins on a specific weekday and allows you to set a week number for a partial week.

 

FORMATTING

Setting 

Description

Interval

Lists the names of the time intervals available.

 

Formatting Mask

 

Displays the formatting mask applied to the adjacent interval. To edit the formatting mask, double-click on the desired time interval, or select an interval and press the Edit Formatting Mask button .

Sample Value

 

Shows the effect of the formatting masks on today’s date. To change the date that the sample value is based on, adjust the sample date calendar control accordingly. This control is located on the right-hand side of the dialog immediately below the table containing the time intervals.

Description

Displays a description of each time interval.

 

 

Ticking the Apply to existing tables check box applies all settings to all open tables in your current workspace as well as newly created workspaces. If the check box is not ticked, only tables in the current workspace will reflect your conversion settings.

Page Setup

You can specify page header/footer settings for tables and summaries and apply the same to all tables/summaries in the current workspace.

 

PREFERENCES

Margins

Setting

Description

Margins (inches|centimeters)

The Margins label at the top of the dialog displays the unit of measurement (either inches or centimeters) for all margin settings used in the current Monarch Classic session.

Note: The unit of measurement is determined by the Measurement setting in the International section of the Windows Control Panel.

Top

Accepts a value representing the top margin. The default value is .5" or 1cm, depending upon the Windows Control Panel Measurement setting.

Bottom

Accepts a value representing the bottom margin. The default value is .5" or 1cm, depending upon the Windows Control Panel Measurement setting.

Left

Accepts a value representing the left margin. The default value is .5" or 1cm, depending upon the Windows Control Panel Measurement setting.

Right

Accepts a value representing the right margin. The default value is .5" or 1cm, depending upon the Windows Control Panel Measurement setting.

 

Options

Setting

Description

Show Grid lines

Prints the grid lines between rows and columns, as displayed on screen.

Show Column Titles

Prints column titles at the top of each page.

 

Export Pagination

Setting

Description

Paper Size

Selects the desired paper size.

Orientation

Selects the desired paper orientation.

 

HEADER/FOOTER LAYOUT

Setting

Description

Page Header display box

Displays a page header of up to 3 lines, each with text left-aligned, centered, or right-aligned text. Enter text into the boxes provided. You can insert special characters and/or variables by clicking on the left arrow button and selecting the item from the list of variables:

  • Page number

  • Total pages

  • Date

  • Time

  • Filter Name

  • Sort Name

  • Summary Name

  • Input Name

  • Workspace Name

Use custom font

Select this box to set font options.

 

  • Apply to existing reports 

Select this box if you wish to apply your settings to all existing reports in your workspace.

Security

These settings describe how passwords should be handled when saving the current workspace in Monarch Data Prep Studio.

  • Select credentials that should be cleared from saved items

This settings specifies what types of credentials should be cleared from saved items, such as workspaces:

  • Password (always deleted when clearing is employed)

  • Account ID

  • User name

  • Service account email

  • Access token

  • Refresh token

  • Secret key

  • Define connection string parameters that should be cleared from saved items

This list identifies strings that should be considered a sensitive connection parameter when saving details for OLE DB data sources and connectors for which the field Other Connection Options is provided in the connection dialog. When Monarch Data Prep Studio saves a connection detail and encounters the specified sensitive connection parameter (e.g., "password"), it "scrubs" (i.e., deletes) the selected string according to the save behavior defined above.Note: Microsoft Jet/ACE drivers use a specific password parameter for connection strings that must be added to the default clearing settings to maintain parity with password clearing in other sources.

This parameter is: "Jet OLEDB:Database Password"

This parameter will be added to the default parameters in its normalized, lower case form and will appear as: "jet oledb:database password."

Runtime Parameters

Allows you to define and set values for runtime parameters that can be used by all tables in the current workspace.

Refer to Working with Runtime Parameters for details on defining and using runtime parameters.

User-Defined Functions

Use the options provided in this screen to add user-defined functions, import them from existing models or workspaces, and manage (i.e., edit, copy, and delete) user-defined functions.

 

 

 

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