Hi Friends,
Dare I say, I want to start using Excel to keep track of different segments we use in Extraction Manager. From what I know the only way to see detail segment row info in an Extraction is to click on it to open up the Criteria and then open up the drop down menu to see what you selected (assuming you are keeping your description of the segment fairly general.) I tried the Definition Report (including saving it as an excel), but that just displays perf codes numbers, pkg codes id numbers, etc).
Does anyone have a way of tracking their segments? If so, I'd love to see just an example of how you do it.
jbonanno@mccarter.org
Thanks!
Jessica
Extract constituents and include source file, then use those files in Excel. Source file includes descriptions; you can use vlookup to put the descriptions of the segments with the constituents in that segment. Just be sure your descriptions reflect the criteria for the segment, this will reflect the criteria by which each constituent was pulled. I can provide more details after the holiday if needed, but this is the holiday quick reply.
Hi John, I'd love to connect after the long weekend, when time permits. I have the extraction in an excel, but you lost me a Vlookup. Reach out if you can, jbonanno@mccarter.org
Jessica, VLOOKUP is an Excel function. I usually put the extraction output and the source file into two worksheets in the same workbook.
Here's the reference data for extraction output (yours might vary) https://www.tessituranetwork.com/Help_System/Tessitura.htm#Data%20Output%20Tables/Standard%20Extraction%20Output.htm
What you'll be doing is create a new column alongside the extracted output that combines the segment IDs of the output with the descriptions from the source file using VLOOKUP. In my extraction output worksheet, those IDs are in column Y.
Your formula you fill down in in the new column (call it, Segment column if you want, but output data doesn't have headers) will look something like this: =VLOOKUP(Y1,Segments!$B$1:$C$11,2,FALSE).
In this case, Y is the column that has the Segment IDs. The source file data is in a worksheet labeled "Segments." The $ signs are so you can fill down without incrementing the values of the range you want to look at in "Segments," which is B1:C11 in this case, but include all your source file data in your own extraction; I mean your values will likely vary from C11 expecially). 2 means look for the Y value in the 2nd column of the selected Range, but this may vary depending how you arrange your source data. FALSE means only use perfect match data.
When I pass the data along, I typically make a copy-paste of values only because formulas often succumb to having columns moved around and data manipulated after the fact.
I've used this method loads of times.
There are tons of tutorials on VLOOKUP that can probably explain all the dos and don'ts better than I can, but as VLOOKUPS go, this one is pretty simple.
I'll likely have more time free later this week if you still need help after the above.
John
j.trimble@dbdt.com