440-646-0332

Specializing in Monarch Versions 9, 10, 11 & 12

MrMonarch On-Site Training

Monarch Basic Course Curriculum

Length: 2 days, 14 total classroom hours—live instructor based.

Prerequisites: None

Goals: Gain experience and skills with both hands-on exercises and instructor lead discussions. Learn and practice key features like, template and model building, data manipulation and reports. By the end of this course, the novice user will return to the office and hit the ground running; the seasoned user will gain a deeper understanding of core competencies to maximize their daily performance.

MrMonarch Advantage:

  1. As part of this course I include a 60 minute session prior to the class to review files you want to incorporate into the class and what data you want extracted and reported on.
  2. Also part of the course I offer after class support for a duration of 60 minutes that can either be by phone or web based at no extra charge. This support will cover all topics outside of initial trapping of the detail template.

I can use your data to form part of (or all of) the curriculum—send file(s) in advance or provide them at training time. Constructing your current business models in class creates a real-time work-while-learn environment. This not only jump-starts your ROI, it enables you to take solutions back to the office that you built and understand fully. Combining your data with my proven training techniques and lively, approachable, egos-at-the-door classroom environment simply means that you learn more material and software functionality.

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Topics:
Understand the entire process: from data capture (Report Window) to data manipulation (Table Window) through data analysis (Summary Window).

Discover Monarch's inherent help capabilities.

Learn the purpose and use of Project Files and Portable Reports; when and how they work for you.

Link Objects between models like templates, fields, filters, calculated fields.

Report Window
Source various file types: prn/txt, pdf, html.

Review and discuss diverse reports and apply the best extraction techniques to build quality tables.

Dissect reports then reanimate them using the appropriate template: detail, append, header or footer.

Master foundation tools and terms: selecting the right sample line, setting traps, defining fields, building templates and models.

Create symbiotic trap and template combinations to build better database tables.

Understand and apply both simple and complex trapping: wild, literal, floating, postal, not, numeric or,

Employ several source files to a single model file.

Manage the field list to create templates quicker and easier.

Learn time saving tools like: Auto-Define Fields, Verify, and Bookmarks.

Quickly navigate using Tree View, Find, Split Screen, Cascade/Split Window.

Save models then recycle them for single or multiple concurrent instances.

Apply targeted features to obtain data from variable, multiple line/column and inconsistent reports.

Table Window
Manipulate data using Sort, Hide, Move, Order, Column Widths and Properties, Field List.

Build Filters to purge unnecessary or redundant records and analyze data (i.e. top x data).

Maximize data manipulation with Expressions like: LTrim, If, Instr.

Nest expressions for precision data mining.

Understand the differences between and attributes of: Filters (Formula-based, Compound), Calculated Fields (Formula-based, Runtime Parameter, Lookup, User-edited), Function types (Date, String, Numeric, Conversion, Special, Report, User-defined) and Operators (And, Or, Not, In, Notin).

Discover the purpose of brackets, braces, quotes and parenthesis.

Break apart addresses using Address Blocks.

Summary Window
Generate both Quick and Complete summaries.

Find out how Key Fields, Item Fields and Measure Fields function and affect summaries.

Build structured summaries using multiple Key Fields and Measure Fields.

Change data display/perspective with the Across Key or CrossTab and Drilling Up/Down features.

Incorporate Match Values to limit summary records.

Create subtotals, totals and averages.

Replicate your corporate image with Design Preferences.

Harness tools like: Sorting, Filters, Ranges, Exception Coloring.

Produce expressive, colorful and informative charts (area, bar, line, pie, point) for the greatest ROI.

View summaries and charts simultaneously.

Importing, Exporting and External Lookups

Import or join data that appends tables and/or generates new data columns.

Formulate External Lookups to incorporate one or more data sources.

Export data to other applications like MS Excel with multiple worksheets appended to one file.

Learn Project Exports.

Class Exercises:
Frequent exercises engage you in challenging missions that solidify learning in an open, easy and fun environment. We include more file types so our students understand the big picture, gain valuable experience, identify alternative resolutions and can then apply their knowledge to any situation, like: sales history, general ledger, vendors/terms of sale, fees billed/paid, properties, sales and profit, database, error logs.

Lab Session:
The class ends with a lab session during which we resolve your current challenges, play out potential scenarios and answer general questions. We encourage you to bring your data and/or a scenario or three. Then, with the support of an expert craftsman at your fingertips, you apply your new knowledge and walk away empowered with answers.

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Monarch Intermediate Course

Length: 2 days, 14 total classroom hours—live instructor based.

Prerequisites: Successful completion of Mr. Monarch’s Basic Course, or mastery of software fundamentals like model building, data trapping, data extraction and generating useful reports.

Goals: Expand your basic skill set to see multiple resolution possibilities then apply the most efficient solution the first time. Learn through hands-on exercises, instructor lead discussions and resolving your own real-world challenges.

MrMonarch Advantage:
We can use your data to form part of (or all of) the curriculum—send file(s) in advance or provide them at training time. Constructing your current business models in class creates a real-time work-while-learn environment. This not only jump-starts your ROI, it enables you to take solutions back to the office that you built and understand fully. Combining your data with my proven training techniques and lively, approachable, egos-at-the-door classroom environment simply means that you learn more material and software functionality.

Show the Curriculum »

Topics:
Basic skills course tools and terms overview.

Learn the purpose and use of Project Files and Portable Reports; when and how they work for you.

Link Objects between models like: templates, fields, filters, calculated fields.

Report Window
Use Address Blocks and Postal Traps to extract different address types within the same report.

Skillfully maneuver report inconsistencies: Multiple Lines, Data and Field Irregularities.

Discover your Report Reading Zen for recognizing hidden report structures.
Adjust Date Ranges with data extraction.

Avoid double counting the total and subtotal lines.

Apply Advanced Field Options like specifying field extraction start and end points; intermittent data.

Know which Template to use: Detail, Append, Page Header and Footer Templates.

Extract non-standard report data by defining a Multi-Column Region.
Exploit Trapping to its fullest potential: Wild, Literal, Floating, Postal, Not, Numeric, or

Grab data to immediately Export as a Bookmarked PDF.

Find out how Auto-Define Fields can work harder.

View Problematic Reports from different perspectives to capture only select data.

Table Window
Utilize Operators and Expressions to their fullest potential (learn 20+ Calculated Fields and Nesting).

Simplify complicated data strings by separating or joining with Nested Expressions.

Set up Runtime Parameters to input variable data when opening a model (i.e. exchange rate).

Explore Sorting, Hiding and Autosizing Column Widths.

Create Filters and apply Duplicate Handling options.

Understand and apply Filters and Compound Filters to analyze top x data or remove data.

Utilize Multiple Lookup Fields as a simple way to reference and sort a list of pre-existing values.

Generate User-Defined Functions for custom resolutions to the current model and other models.

Unleash User-editable Fields for unexpected results.

Expand your current understanding of Address Blocks, Dates, Test Tab, Comments.

Make use of an unused blank are within a sample to extract a preceding string.

Summary Window
Harness Wild Cards to tame Summaries, Filters and Calculated Fields.

Make Summaries do the work, like calculating subtotals/totals, averages and percentages.

Change data display/perspective with the Across Key or CrossTab and Drilling Up/Down.

Replicate your corporate image with Design Preferences.

Learn Value Matching (Summary to Report) to efficiently narrow topics (like a Filter in a Summary).

Produce expressive, colorful and informative Charts (Area, Bar, Line, Pie, Point) for the greatest ROI.

Employ Measure Expressions to perform calculations.

Importing and External Lookups

Import Data from various sources.

Import or Join Data that appends tables and/or generates new data columns.

Formulate External Lookups to incorporate one ore more data sources.

Export Data to other applications like MS Excel with multiple worksheets appended to one file.

Link Multiple Fields.

Project Files
Export Project Files in just a couple mouse clicks.

Jumpstart new projects using Exports.

Combine Table and Summary Data into one exported Excel file.

Manage Project files that contain exports and imports, Lookups and User-editable Fields.

Class Exercises:
Frequent exercises engage you in challenging missions that solidify learning in an open, easy and fun environment. We include more file types so our students understand the big picture, gain valuable experience, identify alternative resolutions and can then apply their knowledge to any situation, such as: customer history, general ledger, fees billed/paid, properties, family tree, database, logs, inventory, patient records.

Lab Session:
The class ends with a lab session during which we resolve your current challenges, play out potential scenarios and answer general questions. We encourage you to bring your data and/or a scenario or three. Then, with the support of an expert craftsman at your fingertips, you apply your new knowledge and walk away empowered with answers.

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Monarch Advanced Course Curriculum

Length: 2 days, 14 total classroom hours—live instructor based.

Prerequisites: Successful completion of MrMonarch’s Intermediate Course, or software mastery beyond fundamentals for model building, data manipulation through both the table and summary windows and generating useful reports. If you have not attended any classes, speak with an instructor prior to registration.

Goals: Take your skill set to the next level by learning new tools, discovering new uses for old tools, finding data trends, and performing exception reporting. This course challenges your current skills and assumptions to release your inner master craftsman. Learn through hands-on exercises, instructor lead discussions and resolving your own real-world challenges.

MrMonarch Advantage:
We can use your data to form part of (or all of) the curriculum — send file(s) in advance or provide them at training time. Constructing your current business models in class creates a real-time work-while-learn environment. This not only jump-starts your ROI, it enables you to take solutions back to the office that you built and understand fully. Combining your data with my proven training techniques and lively, approachable, egos-at-the-door classroom environment simply means that you learn more material and software functionality.

Show the Curriculum »

Topics:
Master data Imports and Exports (including the OpenXML spreadsheets).

Master maximizing export software Interpretation (i.e. Excel AutoFilter/Formulas, Tree View/Bookmarks).

Master multiple source Data Joining and Multiple Field Linking.

Master Project Export features like exporting several views in the same file.

Master Adding and Replacing Data in files and tables.

Master Linking between models, templates, calculated fields, filters.

Master the new enhanced Database Filter features for Imports and External Lookups.

Report Window
Master the toughest Report Inconsistencies.

Master processing Multiple Detail Levels for a single report.

Master Multi-Column Regions.

Master all Traps: wild, literal, floating, postal, not, numeric, or

Master Date recognition, multiple formats and interpretation.

Master extraneous Data Collection like double counting total lines.

Master Advanced Field Options (i.e., preceding string, last defined field).

Master Templates (detail, append, header or footer).

Master alternative Trapping to avoid gathering disparate data.

Master using various File Types (prn/txt, pdf, html).

Master Multi-Pass to join information from several reports and locations.

Table Window
Master Calculated Fields (20+ New functions), Lookups, Multiple Runtime Parameters and Operators.

Master buffering and leading zeros.

Master the art of creatively Applying old functions New Responsibilities (i.e., Instr).

Master adjusting for non-standard fiscal quarters using Qtr.

Master Filters for techniques like Duplicate Handling Options.

Master User-Defined Functions for custom resolutions to the current model and other models.

Master Expressions by unleashing their power to work for you (including the new Test feature)

Summary Window
Master merging current Filters with Summary data for targeted results.

Master Specified Values (ad hoc Filtering).

Master Upper Limit Values for aging reports.

Master Multiple Report record comparison using Count for focus and Filtering.

Master Wild Cards to tame Summaries, Filters and Calculated Fields.

Master Chart and Color Selection to create graphical stories.

Master Exception highlighting.

Master new Hiding features for Keys, Measure and Items (hide for exports too).

Class Exercises:
Frequent exercises engage you in challenging missions that solidify learning in an open, easy and fun environment. We include more file types so our students understand the big picture, gain valuable experience, identify alternative resolutions and can then apply their knowledge to any situation, such as: sales history, general ledger, vendors/terms of sale, fees billed/paid, properties, sales and profit, database, error logs.

Lab Session:
The class ends with a lab session during which we resolve your current challenges, play out potential scenarios and answer general questions. We encourage you to bring your data and/or a scenario or three. Then, with the support of an expert craftsman at your fingertips, you apply your new knowledge and walk away empowered with answers.

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On-Site Training Fees

Monarch Basic, Monarch Intermediate, Monarch Advanced: Version Modeler fee is $5,500 for up to 14 students ($300.00 for each additional student up to a max of 18) and all travel expenses are included. For  two classes back to back the fee is $9,500.

For versions below Modeler fee is TBD plus travel expenses portal to portal.

Each class duration is 2-days  (14 hours).

General Information

The full fee is due 21 days prior to the first class date.

Note: all on-site prices are for training at any location within the Continental United States. Please call for information regarding onsite training in other locations.

Cancellation Policy

If you cancel outside of 14 days of the first class date the fee is refundable minus $2,500.00.

If non-refundable expenses incurred by MrMonarch account for more than $2,500, you are obligated to pay the added cost.

If you cancel within and including 14 days of the first class date the full fee is due and is not refunded.

Upon cancellation for any reason all manuals are to be returned to MrMonarch.

If MrMonarch cancels for reasons beyond our control class will be rescheduled at your convenience without any additional cost to you.

Fees are subject to change based on client requirements.


MrMonarch Basic Course Curriculum (pdf)

MrMonarch Intermediate Course Curriculum (pdf)

MrMonarch Advanced Course Curriculum (pdf)

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