From the category archives:

Summaries

Monarch is the Solution to Fiscal Year Troubles

December 17, 2009

Conventional software works just fine for date based analysis if your fiscal year starts on January 1st. Excel will happily let you group dates placed in pivot tables as row or column fields into months, quarters or years. You’ll have nice looking and accurate summary tools in no time – if your fiscal dates match [...]

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A Summary Synopsis

November 25, 2009

Using the Report window we’ve built templates and taught Monarch how to extract our data. In the Table window we’ve added new fields and new values, but even when using filtering and sorting the data, it can be difficult to see the big picture; we’re often just too close to the details.
To give us a [...]

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Examining Chrysler Closures With Monarch

May 26, 2009

Auto maker Chrysler recently announced their intent to close 789 dealerships (PDF) in the US as part of their recovery plan.
While it’s unfortunate, and will clearly have an impact on individuals and local economies, we can use their PDF list as an example of what can be done with Monarch Pro in terms of:

extracting data [...]

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T-Shirt Monarch

May 12, 2009

Buying a T-shirt, in North America at least, means that you pick a shirt that has a label that that reads either Small, Medium, Large, Extra Large, or depending on the manufacturer, maybe Extra Small or Extra-Extra Large. This simplifies the choices rather than forcing an exact measurement.
It’s not about precision; it’s about being in [...]

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Mining Data Diamonds with Monarch

April 27, 2009

Once you’ve built the templates and calculated fields required to extract all of the data within a given report with Monarch, do you save your model, close it, and carry on to the next project, or do you spend some additional time with the report to transform your model from being perfectly functional and workmanlike [...]

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How to Get Direct Results Indirectly

December 17, 2008

Everybody that uses Excel regularly has their favorite functions that seem to appear in most of their work, and I’m no exception. Working as I do with data extracted by Monarch, I use Excel’s various lookup functions frequently.
That said, I rarely use the Indirect function. I just never really thought that I needed to take [...]

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Smart Budgeting with Monarch

November 11, 2008

With the end of the calendar year fast approaching, this also means that the end of the fiscal year is right around the corner for a number of companies too.
If that means that it’s time to develop budgets for next year, I have an idea that might save you some time. If your budget is [...]

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