What’s New in Monarch Complete

Monarch Complete v15.1

Analyze and Summarize

• Get to your answers even faster with built-in in totals, subtotals, and analysis features

• Connect to more data from HubSpot, Cassandra and Google BigQuery
• Export Summaries as CSV

Open Data

• Save your favorite data sources for faster access, and easily search our categorized connectors

Menu Redesign

• Utilize our intuitive drop-down menu to open, save, and close your workspaces and datasets

Monarch Complete v15

PDF Report Trapping

• Full Monarch Classic Report Design functionality to make data extraction from PDFs easier than ever before
• Eliminates the need to pivot between Classic and Complete for PDF extraction models

Lookup Calculated Field

• Easily find and replace column values with flexible, criteria-based rules

• Leave comments for yourself and others as you transform datasets and track your data prep changes

Column View Filtering

• Simplify your view of a dataset to only the columns you need

New Connectors and Exports

• Connect to more data from Google Adwords, Netsuite, Sharepoint and Vertica
• Export to a JSON file

Table Append Improvements

• New Append interface makes consolidating datasets easier

Monarch Complete v14.3

Transpose Transformation Functionality

• Easily swap rows and columns with the new Transpose Transformation

Multi-column pivots

• Use pivot icons to select the columns to pivot, key icons to select the columns to group, and check boxes to select one or more aggregate types

• Append columns to a data set without replicating the existing data

Inner Negative Join

• With this new join option, keep only the rows from both tables for which the join keys do not match

Named Exports

• Exporting from Monarch has never been so easy with pre-defined export destinations and file types

Statistic Snapshots

• Export profiles of your data sets as static exports to see how your data changes over time

• Flagging duplicate data values allows for advanced data clean up and improved data quality

• Create point to point distance calculations and anything else with new Trigonometry expressions

Redaction

• Redact sensitive information from your reporting with this new data preparation option

Repeatability with JSON and XML

• Use data explorers to navigate to the data you want, and append results by simply adding files to the same logic

• Access public data sets in Monarch to enrich your analysis
• Search functionality enables you to find the data you’re looking for in a timely manner

• New sort, search, expand/collapse, and refresh all options allow additional time-savings in Monarch

• With a library integration to Monarch Swarm you can now access all public, shared, and personal data sets in Swarm

Monarch Complete v14.1

Table Extractor

• Automatically find tables on specific pages in large documents
• Drag and highlight data to capture as well as header names
• Automated table extraction from documents
• Capture data as separate tables within a single page

Table Extractor is an optional add-on to Monarch Complete. Click here to learn more.

Excel Explorer

• Easily preview and choose from multi-sheet excel files
• Treats named ranges as a single sheet or multiple sheets
• Select custom options as needed, such as using a first row for column names, ignoring blank rows, or identifying lines to skip

• Customize and/or reuse change lists for repeatability, consistency & efficiency
• Organize changes with categories, and drag and drop to resequence
• Able to be exported and imported for sharing and reuse

Sharing and Reuse of Workspaces

• Data source remapping enables sharing of workspaces & more
• Data sources that are not found will be automatically flagged
• Any source can be easily re-pointed to use a Library table from Monarch Swarm

Easy access and visibility to file metadata

• Build lineage and traceability right into your data sets
• Use file metadata to achieve elusive traceability for your file-based data sources

Data blending made easy

• Simplified joining disparate data types
• Easy access to join analysis and row counts visible for each table
• More intuitive creation of independent joins
• Allows joining columns with different, but compatible data types

Redesigned Context Menus

• A single menu that is context sensitive and categorized

Maximize Screen Real Estate *

• Expanded Zoom Range (25%-400%) to review wide documents
• New Suppress Leading Spaces option provides more screen real estate and improves ease of use when reviewing documents
• Familiar controls are all visible or keyboard accessible in maximized mode

Improved Ability to set the Correct Stretch Factor *

• Using Dynamic Guides, select an area on a single line to use as an anchor
• Dynamic Guides track to rightmost edge when stretch is changed
• Dynamic Guides show the sample line and area when editing

Additional EBCDIC Support *

• Improved Encoding Selection UI
• New Encoding Functionality on Context Menu simplifies seeking for correct encoding and line/record options for EBCDIC, as well as other input documents
• Maximum line length increased to 65K characters for EBCDIC
• New EBCDIC Options support a wide variety of record/line delimiters

SAS Transport (XPORT) Format Import/Export *

• Read & write support for SAS XPORT File Format / SAS Portable File Format

Auto Recovery for Models/Projects *

• Allows work to be recovered at given intervals while using Monarch Classic

Monarch Complete v14

Use Monarch projects and models as data sources

Monarch projects and models based on report files may now be used as data sources in the Data Prep Studio. This includes support for PDF reports, multiple reports, all trap types, multi-column regions, formula-based calculated fields with built-in Monarch functions, and Lookup table calculated fields.

Load multiple reports into a single table

Create report nodes by dragging in a report and going into Report Discovery, or by dragging in a Model or Project (along with the associated reports). This produces a table where you may then easily drag in more reports, and perform data prep on the node as a whole.

Use Monarch projects and models as data sources

Integrate with Monarch Swarm via the Library

• Collaborate with your team and the rest of the organization with Swarm.
• Simply configure your connection to Swarm by specifying a server URL and credentials and gain access to Swarm data sources via the Library, and publish and export to the Swarm library as well.

Library enhancements

• As your library grows, you still want to easily find what you need. Now you can click on the column headers to sort and on the filter icons to zone in on specific sources. You can also eee details on hierarchical sources from Swarm – these are grouped and may be expanded, collapsed and individually selected.
• We now have a new data source type – Internal. This is for tables published to Swarm or exported from Data Prep Studio to Swarm.

Preview updates

• Recent Workspaces and Recent Data Sources are now accessible too, as with Recent Tables.
• Partial load now also applies to relational data sources – you can limit the number of rows to load for increased efficiency.
• Previous filters are automatically collapsed to limit visual clutter as you explore your data in Preview.

UI improvements

• The +Add More Stuff feature accessible across the application, allowing you to add more data easily no matter what stage of preparation you are in.
• Default names for Joins, Appends and Transformations are shorter now, occupying less screen space.

Text block expansion

In Prep Data mode, rows are automatically expanded to display entire text blocks.

Drag and drop columns

Organizing your table in Prep Data just got easier – you can now simply drag and drop columns.

Data Prep enhancements

• Opt to remove the original column for a Merge operation – useful when consolidating wide data.
• Apply a Ditto to Date and Numeric columns – not just to Text.
• Custom Change lists are now accessible from the prep menu. Drag in changes, give the list a name, and drag the saved list to a column you want to prep.

Transform enhancements

• Easily switch between Remove or Show Duplicates.
• View all rows and columns when showing duplicates to easily understand why there are duplicate rows.

New Exports

• Publish data to Tableau Server and to Swarm.
• Export to Swarm to share data with others in the organization, or even for use as an archive.

New settings to configure how Excel files are handled

• Use extended mode for Excel to address issues with Office 2016 installed locally on desktops.
• Automatically append named range data with identical structures into a single table.

New Save options

• Quick save button added to the header bar.
• Save your workspace with a password and encrypt this for added protection.
• Save your workspace to the Library to integrate with Swarm.

Additional Functions for the Report Selector Context Menu *

• Export loaded reports as a consolidated report in text or PDF format.
• Close, Print, Print Preview, Export and File Information functions now available for multi-selected report files.
• View file information: Full path, Filename, Size and Last modified date.

Additional Functions for the Table Selector Context Menu *

• Do a Quick Export with a customizable default file name, file type and table name.
• Easily access Model and Project Information, and Model and Project Audit Trails.
• Rename or Edit External Lookups via the context menu.

Additional Functions for the Summary Selector Context Menu *

• Do a Quick Export with a default file name, file type and table name
• Rebuild a single summary or all summaries to refresh input sources and recalculate summaries
• Reorder Summaries via Move to Top, Move Up, Move to Bottom and Move Down options

Enhanced EBCDIC, ASCII and ANSI Codepage support *

• Quick We now provide support for EBCDIC-encoded files for selected code pages.
• Specify ASCII and ANSI codepages for input files and text exports.

Export enhancements *

• Spaces in auto-generated table names are automatically replaced to ensure validity in Excel exports.
• Now set the sort order for pivot table row labels in Excel exports.

Jump to any row or column in the Table or Summary *

• Navigate to a specified row number or column name/number.

Monarch Complete v13.5

Partial data loading

Take advantage of improved data processing speed and efficiency by specifying a row limit for imports from all data sources.

Save connections in a Data Source Library

Eliminate repetitive setting up of data source connections by saving frequently used connections in the Data Source Library.

Export to Power BI

Prepped data may now be exported into Microsoft Power BI, where it appears as a dataset in your account.

Access Google Analytics as a data source

Leverage Google Analytics data by joining this with other information to get a better, clearer picture of your business.

Perform Data Prep within the Join screen

Prep and clean up your data even from within the Join Data window, not just from the Prep Data interface.

Undock tables / Floating Tables

Undock tables to view multiple tables at once, allowing you to compare different datasets.

Apply negative joins

Perform negative joins to zero in on records that have no match.

Apply sorts from the Prep Data window

Sorting is now available during Preview and Data Prep.

Perform deduplication

Show or remove rows having duplicate values across all columns or specific columns only (e.g. duplicate Account Numbers or Customers).

Merge columns

Merge columns and even include characters or text.

Indicators for nulls and whitespace

Take advantage of on-screen indicators for your data table by showing nulls and whitespace characters (spaces, tab indents and line breaks).

Monarch Complete v14.3

Transpose Transformation Functionality

• Easily swap rows and columns with the new Transpose Transformation

Multi-column pivots

• Use pivot icons to select the columns to pivot, key icons to select the columns to group, and check boxes to select one or more aggregate types

• Utilize the new Join Types for simpler, quicker data preparation

Inner Negative Join

• With this new join option, keep only the rows from both tables for which the join keys do not match

Named Exports

• Exporting from Monarch has never been so easy with this new simplified workflow

Statistic Snapshots

• Archive your data profiles with Statistics snapshots

• Flagging duplicate data values allows for advanced data clean up and improved data quality

• Create point to point distance calculations and anything else with new Trigonometry expressions

Redaction

• Redact sensitive information from your reporting with this new data preparation option

Repeatability with JSON and XML

• Use data explorers to navigate to the data you want, and append results by simply adding files to the same logic

• Utilize integrations with Monarch Swarm Library files and Public data sets for deeper analysis

• New sort, search, expand/collapse, and refresh all options allow additional time-savings in Monarch

Monarch Complete v14.1

Table Extractor

• Automatically find tables on specific pages in large documents
• Drag and highlight data to capture as well as header names
• Automated table extraction from documents
• Capture data as separate tables within a single page

Table Extractor is an optional add-on to Monarch Complete. Click here to learn more.

Excel Explorer

• Easily preview and choose from multi-sheet excel files
• Treats named ranges as a single sheet or multiple sheets
• Select custom options as needed, such as using a first row for column names, ignoring blank rows, or identifying lines to skip

• Customize and/or reuse change lists for repeatability, consistency & efficiency
• Organize changes with categories, and drag and drop to resequence
• Able to be exported and imported for sharing and reuse

Sharing and Reuse of Workspaces

• Data source remapping enables sharing of workspaces & more
• Data sources that are not found will be automatically flagged
• Any source can be easily re-pointed to use a Library table from Monarch Swarm

Easy access and visibility to file metadata

• Build lineage and traceability right into your data sets
• Use file metadata to achieve elusive traceability for your file-based data sources

Data blending made easy

• Simplified joining disparate data types
• Easy access to join analysis and row counts visible for each table
• More intuitive creation of independent joins
• Allows joining columns with different, but compatible data types

Redesigned Context Menus

• A single menu that is context sensitive and categorized

Maximize Screen Real Estate *

• Expanded Zoom Range (25%-400%) to review wide documents
• New Suppress Leading Spaces option provides more screen real estate and improves ease of use when reviewing documents
• Familiar controls are all visible or keyboard accessible in maximized mode

Improved Ability to set the Correct Stretch Factor *

• Using Dynamic Guides, select an area on a single line to use as an anchor
• Dynamic Guides track to rightmost edge when stretch is changed
• Dynamic Guides show the sample line and area when editing

Additional EBCDIC Support *

• Improved Encoding Selection UI
• New Encoding Functionality on Context Menu simplifies seeking for correct encoding and line/record options for EBCDIC, as well as other input documents
• Maximum line length increased to 65K characters for EBCDIC
• New EBCDIC Options support a wide variety of record/line delimiters

SAS Transport (XPORT) Format Import/Export *

• Read & write support for SAS XPORT File Format / SAS Portable File Format

Auto Recovery for Models/Projects *

• Allows work to be recovered at given intervals while using Monarch Classic

Monarch Complete v14

Download the data sheet here

Use Monarch projects and models as data sources

Monarch projects and models based on report files may now be used as data sources in the Data Prep Studio. This includes support for PDF reports, multiple reports, all trap types, multi-column regions, formula-based calculated fields with built-in Monarch functions, and Lookup table calculated fields.

Load multiple reports into a single table

Create report nodes by dragging in a report and going into Report Discovery, or by dragging in a Model or Project (along with the associated reports). This produces a table where you may then easily drag in more reports, and perform data prep on the node as a whole.

Use Monarch projects and models as data sources

Integrate with Monarch Swarm via the Library

• Collaborate with your team and the rest of the organization with Swarm.
• Simply configure your connection to Swarm by specifying a server URL and credentials and gain access to Swarm data sources via the Library, and publish and export to the Swarm library as well.

Library enhancements

• As your library grows, you still want to easily find what you need. Now you can click on the column headers to sort and on the filter icons to zone in on specific sources. You can also eee details on hierarchical sources from Swarm – these are grouped and may be expanded, collapsed and individually selected.
• We now have a new data source type – Internal. This is for tables published to Swarm or exported from Data Prep Studio to Swarm.

Preview updates

• Recent Workspaces and Recent Data Sources are now accessible too, as with Recent Tables.
• Partial load now also applies to relational data sources – you can limit the number of rows to load for increased efficiency.
• Previous filters are automatically collapsed to limit visual clutter as you explore your data in Preview.

UI improvements

• The +Add More Stuff feature accessible across the application, allowing you to add more data easily no matter what stage of preparation you are in.
• Default names for Joins, Appends and Transformations are shorter now, occupying less screen space.

Text block expansion

In Prep Data mode, rows are automatically expanded to display entire text blocks.

Drag and drop columns

Organizing your table in Prep Data just got easier – you can now simply drag and drop columns.

Data Prep enhancements

• Opt to remove the original column for a Merge operation – useful when consolidating wide data.
• Apply a Ditto to Date and Numeric columns – not just to Text.
• Custom Change lists are now accessible from the prep menu. Drag in changes, give the list a name, and drag the saved list to a column you want to prep.

Transform enhancements

• Easily switch between Remove or Show Duplicates.
• View all rows and columns when showing duplicates to easily understand why there are duplicate rows.

New Exports

• Publish data to Tableau Server and to Swarm.
• Export to Swarm to share data with others in the organization, or even for use as an archive.

New settings to configure how Excel files are handled

• Use extended mode for Excel to address issues with Office 2016 installed locally on desktops.
• Automatically append named range data with identical structures into a single table.

New Save options

• Quick save button added to the header bar.
• Save your workspace with a password and encrypt this for added protection.
• Save your workspace to the Library to integrate with Swarm.

Additional Functions for the Report Selector Context Menu *

• Export loaded reports as a consolidated report in text or PDF format.
• Close, Print, Print Preview, Export and File Information functions now available for multi-selected report files.
• View file information: Full path, Filename, Size and Last modified date.

Additional Functions for the Table Selector Context Menu *

• Do a Quick Export with a customizable default file name, file type and table name.
• Easily access Model and Project Information, and Model and Project Audit Trails.
• Rename or Edit External Lookups via the context menu.

Additional Functions for the Summary Selector Context Menu *

• Do a Quick Export with a default file name, file type and table name
• Rebuild a single summary or all summaries to refresh input sources and recalculate summaries
• Reorder Summaries via Move to Top, Move Up, Move to Bottom and Move Down options

Enhanced EBCDIC, ASCII and ANSI Codepage support *

• Quick We now provide support for EBCDIC-encoded files for selected code pages.
• Specify ASCII and ANSI codepages for input files and text exports.

Export enhancements *

• Spaces in auto-generated table names are automatically replaced to ensure validity in Excel exports.
• Now set the sort order for pivot table row labels in Excel exports.

Jump to any row or column in the Table or Summary *

• Navigate to a specified row number or column name/number.

Monarch Complete v13.5

Partial data loading

Take advantage of improved data processing speed and efficiency by specifying a row limit for imports from all data sources.

Save connections in a Data Source Library

Eliminate repetitive setting up of data source connections by saving frequently used connections in the Data Source Library.

Export to Power BI

Prepped data may now be exported into Microsoft Power BI, where it appears as a dataset in your account.

Access Google Analytics as a data source

Leverage Google Analytics data by joining this with other information to get a better, clearer picture of your business.

Perform Data Prep within the Join screen

Prep and clean up your data even from within the Join Data window, not just from the Prep Data interface.

Undock tables / Floating Tables

Undock tables to view multiple tables at once, allowing you to compare different datasets.

Apply negative joins

Perform negative joins to zero in on records that have no match.

Apply sorts from the Prep Data window

Sorting is now available during Preview and Data Prep.

Perform deduplication

Show or remove rows having duplicate values across all columns or specific columns only (e.g. duplicate Account Numbers or Customers).

Merge columns

Merge columns and even include characters or text.

Indicators for nulls and whitespace

Take advantage of on-screen indicators for your data table by showing nulls and whitespace characters (spaces, tab indents and line breaks).