Step 1. Building a new Importing
System
The first step in creating a DataMartPC
Reporting system is to define any importer specifications.
You can directly import your data file, or you can
optionally define Transformation specifications which define
the process of Extracting, Cleaning, and Aggregating the
import file before loading the data into DataMartPC. All
specifications are saved as DataMartPC metadata or "data
about data". This Metadata is used to Automate and Validate
future data updates into your Reporting System.
DataMartPC Metadata specifications include the
following:
* Original File Type, Structure and
Path
* Deleting Fields --- Extract only the data
needed which increases performance.
* Renaming Fields or
Columns
* Change Text fields containing all Date or Numeric
data into Date/Numeric fields.
* Convert Blanks to 0--- Only non-blank values are
included in numeric Reports.
* Uppercase all data---VISA and
visa produces different report
summaries. * Select Date Field and automatically create Day, Week,
Month, Quarter, and Year fields---Weekly and Quarterly
reporting).
So... let's Build an Importing System.
1. To begin, choose Start > Programs > DataMartPC. When the
Main screen displays, choose Build System. 
2. Then enter System and Directory Name and press accept.
3. Then select your import file. Press Accept button. You
can import the following database and spreadsheet files into
DataMartPC. Virtually all database, spreadsheet , and
extraction software today will export to any of these file
structures. DataMartPC makes a copy of all records and
leaves the source file untouched. The valid file types are..
The Valid file
types are..
Paradox (.DB) version 1, 2, 3, and 4
Paradox (.DB) version 1, 2, 3, and 4 with memo
file(.MB)
Dbase (.DBF) I, II, III, and IV
Dbase (.DBF) I, II, III, and IV with memo file
Lotus Spreadsheets (.WKS
or.WK1)
Comma delimited ASCII (.TXT)
To import any newer file types, you must first
convert the data file to one of the above types
before importing.
4. You are now ready to import. We will not choose any
options during this example so choose F-12 Transform located
on the bottom right area of the screen. After
transformation, you will be placed back at the DataMartPC
Main Menu Screen.
Step 2. Creating Reports in
ANALYZER
The Analyzer is a very unique "all-in-one" screen designed
to expedite the reporting process. From ONE SCREEN,
you can have immediate ad hoc querying, reporting, and graphing!
Compare trends and rankings across different time periods.
Measure actual performance against planned targets such as
budgets, quotas, or production totals. Easily perform
analysis of financial, sales, marketing, supply chain, and
manufacturing information. Generate computed columns on the
fly using formula. Drill into the data behind the summaries
in your report, right down to the detailed data that was
used to create these summaries. From the same screen, you
can format, label, print, and export the raw data, reports,
and graphs. You can save the query report specifications and
reuse them on new data or use them on existing data as a
starting point for further analysis. No more menus or dialog
boxes breaking the thought process.
See your query and all report settings before running the
report.
All this power from ONE SCREEN.
1. From the Main Menu, Highlight Store Sales and select Load
System.
2. You are then placed on the System Menu for Company
Sales. Select ANALYZER. 
3. On ANALYZER
screen, Click the following options to
create a cross tab.
Step1) Type in STORE-1 OR STORE-2
as your Query
Step2) Select STORE as the ROW
field
Step3) Select DEPT as the COL
field
Step4) Select SALE as the Summary
field
Step5) Select SUM as the Summary
field type
Step6) Choose REPORTER button to produce your first
report
The following cross tab report is produced and is
AUTOMATICALLY LABELED.
4. After viewing the cross tab, press ESC or your Esc key to
return to ANALYZER. Then choose GRAPH to create a graph of
the cross tab you just viewed. Graph is also Automatically
Labeled.
5. After viewing Graph, ESC back to ANALYZER and
save the Report Specs. 
Step 3. Updating your Reporting
System
Update PC files to the end of an
existing DataMartPC database or refresh and populate an
empty system with new data. Updating uses METADATA from the
original Build process to transform the import file.
"Auto-Update" options can be turned on or off and later
changed. All selected options will be saved as the "Update
METADATA" and later used in future updating or refreshing.
1. From the Store Sales System, select
AUTO UPDATE.
2. Select START to begin the UPDATE
process. Notice that during the update, Delete Records is
configured as NO which means all new records will be
added to the existing database.
2. You now have updated the original database with 570 new
transactions. All future reporting will now be based on
1,140 Transactions.
Step 4. Exchange Reporting Systems
and data between other users.
You can make a BACKUP Reporting System
to share with others or you can make a BLANK Reporting
system to accept data from the original system. This backup
includes the Build System metadata, database data, update
metadata, and all query and report specs.
1. Highlight the Reporting system and
enter a new name. This "backed up" Reporting system will
be placed on the current MAIN MENU.
All DataMartPC systems are stored in
the path DATAMART\DMPC20. When you backup an
existing system, the name of the directory you specified
becomes a folder/directory within your DMPC20 directory. You
can then copy the backup directory and send it to anyone.
Other users can copy the backup to their computer by placing
the folder and contents within their DMPC20 folder.
That's it. You've just
created your first DataMartPC Reporting System.
