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1. Froid Filter By Text Contains i Filter By Text Matches Restore Standard 4 This launches the Filter By Phrase form letting you choose the phrase you want to use The phrase already showing is the phrase specified as the Standard Filter phrase in the Master Data IDs area of the Tools menu gt Filter By Phrase Choose Phrase A Z El Phrase Filter Definition Name Choose Phrase to Select Project Lists Filter Definition Name Snapshot Reverse Choose Cancel Save Filter Definition 5 Wecanuse any phrase that is in the data but the one you choose provides structure to your work Our example of Macbeth uses the phrase Contains to organize the play its acts scenes characters props and sounds Let s find the Contains phrase in the pick list provided for the Choose Phrase to Select field i gt Filter By Phrase Choose Phrase lez 21 E Phrase Filter Definition Name Please choose a phrase cobak Colors Common Oxidation States Choose Phrase to Select Snapshot Reverse Choose Cancel Save Fiter Definition Datura LLC www datura llc com Page 30 BeanCounter Desktop User Guide v1 10 If the phrase we were looking for was already on the screen we could more easily convert it to the new phrase filter using the right click context menu shown later in the tour After you find 6 the phrase and select it click on the
2. c processed I MacBeth details xls B Periodic Table of Elements xls 43 My Computer File name MacBeth details xis My Network Files oftype Excel files ds Datura LLC www datura llc com Page 25 BeanCounter Desktop User Guide v1 10 7 After the Import function opens and analyzes the file you will see a list of columns with options to set for each column The same rules outlined above in previous imports are the same except there isn t a Primary Column of the Table Sentences are different Import One Structured File Has Header Row No Header Row Enter Information about Columns to Import Row Count 10 Column Name Column ls Subject Column ls Active Veb Column ls Passive Veb Column Is Predicate Object Modifier Pointer Column Containing Modifier Value Name is Pointer to Phrase Column Links to Another Tz x Emm E a E 1 o E vet a B HB m P ju E s Ote FR is 4 3 E Suppress Creating Insertion Point Macbeth Project Lists Select Insertion Point Subject Select Insertion Point Verb E Import to a Group Reuse Subject Phrase if text matches Reuse Verb Phrase if text matches Reuse Predicate Object Phrase if text matches 8 In our example the first 3 columns are the Subject Verb Object of the sentences so check the boxes shown in the following window The first column is specified as the S
3. ALLE LLLLLLLLLLLLLL 208 C203 Contacts 6 Afterthe scanning is done you should see the following Import One Tabular File form which was created from the table information that was scanned AE Impar Cine Tabulas File gt E b HE X i C Das Tabia Hams Quioc Aidei Bock Row Court elect Lenqence Subect comas inem valo nose column Seabed Senriseon Sobperd cames iam number sir aoc Seriesce Subin Poot 5erderioe Soler Sofa Saladi Code Tor hm ciet for mich anro row Brenn inciri o sre mien mmis Vx Putri Sonkectbesd Lokar to entere ipni Peete Ful iara Jsh Title Surgery Adti enen Ciy DBusrvess Saen aatia Por Sign Fee Poedkomte Dhea Mham iei eaa SEADE Save Temcite Uno Tercio Men Hon hemna Cirma Datura LLC www datura llc com Page 10 BeanCounter Desktop User Guide v1 10 7 This form is standard for all table imports Let s examine the form s most important points in this example There are three tabs leading to three major panels of the form Subject Alternate Key and Data Columns Import One Tabular File Outlook Address Book Data Table Name Select if Sentence Subject comes from data colum 8 The Subject panel of the form lets you specify which column s is the Primary Column which makes up the Subject of sentences that are created from the imported data The program chooses the first column unless the user tells it otherwise on
4. Choose button to complete the process gt Filter By Phrase Choose Phrase of x IEE El El Phrase Filter Definition Mame Contains Ch Choose Phrase to Select Snapshot Reverse Choose Cancel Save Fiter Definition 7 Anew Navigation Panel based on the chosen filter now appears with an empty Item Details Panel This choice of phrase filter provides one useful organizing platform for exploring the play ten Counter E EE EMEN File Edt View Data Tools Help Change Catalog Project Mew Edit re Import ij Org Navigation Levels 1 Las gt Filter By Filter Contains al Mew Eil Edit Sentence s Fen AB E t Fii Contains j The Tragedy of Macbeth E Act 1 Act 1 Scene 1 First Witch Second Witch Third Witch Act 1 Scene 8 Click on one of the characters in Act 1 Scene 1 such as First Witch and you will see the information about that character in the Item Details Panel Page 31 www datura llc com Datura LLC BeanCounter Desktop User Guide v1 10 de Bean Counter File Edt View Data Tools Help L Change Catalog Project New Edit f Import ijjOrganize Project Config 4 P Navigation ES Levels 1 Filter By Filter Contains A New Eil Edit Sentence 53 Eps AB 33 Item First Witch Levels 1 E Filter By New ts E Edit Sentence E Contains El Act 1 El Act 1 Scene 1
5. D Organize Project Config 4 gt Navigation Levels 1 Jj Item Period Levels 1 Filter By Filter Standard 33 New 2 Edit Sentence 33 f amp A gt FilterBy New 74 E Edit Sentence 33 f amp A Gy amp Export d amp E Project Lists E Period Periodic Table 3 actinium J i actinium I ode aluminun B aluminum E americium P de d antimony t B americium argon E me arsenic B antimony astatine be 5 barium B argon berkelium Pi 3 beryllium arsenic bismuth BW 4 bohrium astatine boron rode 6 bromine B barium cadmium foie 6 caesium El berkelium calcium D the Ug califomium El beryllium carbon iL 2 cenum B bismuth chlorine ode 48 chromium Ej bohrium cobalt POR 7 copper m boron curium Po 2 darmstadtium 5 bromine dubnium P hee a dysprosium cadmium einsteinium Pol 85 erbium El caesium europium D obe 6 fermium El calcium fluorine P die d francium 3 califomium Datura LLC www datura llc com BeanCounter Desktop User Guide v1 10 10 Try using the Reverse button on the bottom toolbar of the Item Details Panel to get a list of periods and the elements in each one File Edit View Data Tools Help OA Change Catalog Project Periodic Table New Edit Import Organize Project Config 4 gt Navigation z Levels 1 Li Item Period amp Levels 1 Filter By Filter Standar
6. New 74 2 Edit Sentence 43 f amp A8 G 7 Export B Project Lists Customer Master B Customer Contact E Contains i Customer Contact Details B Customer List Group Container Forda Engineering Companies Florida Manufacturing Companies Illinois Engineering Companies llinois Manufacturing Companies Indiana Engineering Companies Indiana Manufacturing Companies Michigan Engineering Companies a Michigan Manufacturing Companies i Ohio Engineering Companies Ohio Manufacturing Companies E 5267471 Accounting FinanceFullName Accounting Finance Title Description Chief Executive AdditionalFull Name Chief Executive Additional Title Description ChiefExecutiveFullName Chief Executive Title Description Company Name Deere amp Co Country PhoneCode Director ExecutiveFullName Director Executive Title Description DUNSNumber i 5267471 Employment Count EngineeringFullName Engineering Title Description Fax Number is DUNSNumber by DU Ec cs EC EE EE EH OE Be is Group Container by llinois Manufacturing Companies i arn c 17 Double click on the highlighted entry The resulting display provides the Contact Status Information and a linkage back to the Company instance Bean Counter ka po File Edit View Data Tools Help OA Change Catalog Project Customer Master New Navigation Levels 2 Filter By Filter Standard 44 New E Edit Sentence E
7. GA Change Catalog Project Ee r New Edit v i Import Mj Organize Project Config 4 gt Navigation Levels 1 OD Hem Ej Levels 1 Filter By Filter Standard 33 New 2 Edit Sentence FilterBy New E Edit Sentence Z3 f AB G amp Export d E Project Lists My Contacts n Smith James Datura LLC www datura llc com Page 13 BeanCounter Desktop User Guide v1 10 Browsing your Contacts 1 The main screen of BeanCounter should now show the new data that was imported The display is similar to Explorer Each item that was imported appears on the left under the My Contacts project Click on any item on the left Navigation Panel gt Bean Counter Ele Edit View Data Tools Help LC Change Catalog Project New Edit v E Import organize preferences iA P NavTree 5 i S v Item i Filter By Filter Standard 43 li New 44 EditSentence 43 f d SY cy V Export Project is the Archetype for My Contacts AAA Appliance Repair ABC Warehouse ABE Books gt n amp AccuTemp Heating Ace Plumbing Acme Merchantile wig oF nop wr rie ot Adobe Solutions Network Advanced Electrical amp Comm iat ve ebei ng y wr 8 Air Canada Albert Kahn Assoc Inc tue o uw bd er koi Allegro Resorts Cozumel se 2 After you click on an item on the left you will see the data about that item displayed on the right
8. Leads The Tragedy of Macbeth 0 First Witch B i Second Witch i M Third Witch g S Titled Pe Queen of the Witches t Witch 13 Complete the tour by restoring the Standard Filter Keep exploring there is much more to the program Datura LLC www datura llc com Page 33 BeanCounter Desktop User Guide v1 10 Appendix A Creating a Primary Column When importing tabular data you need to have a column which will be your primary column which acts as a name for the row It should be totally unique or it may be confusing If you don t have a column that is convenient but could create one from information in the other columns try the technique that follows using a spreadsheet like Microsoft Excel Please note that BeanCounter can do this for you for tabular imports Specify Select if Sentence Subject comes from a prefix you enter on the Subject tab when importing a Tabular File Our example is a contact list which does not have the kind of FileAs column which you will find in Outlook This column is handy especially when you have a Company Name but no personal name or vice versa Outlook uses the personal name first and loads the company if there is no personal name To build your own 1 Insert an empty column in the first A column position 2 Label the column heading with FileAs 3 Inthe cell under the FileAs heading cell A2 copy the following formula and modify it to fit your colu
9. S Group Container E Group Container Product Codes 01 i je wholesaler A i Suppliers low wholesaler B El Supplier 1 Notifications i L supplier 1 notification 001 supplier 1 notification 002 Supplier 2 Ej Group Container wholesaler C B Supplier 2 Notifications supplier 2 notification 001 i supplier 2 notification 002 i supplier 2 notification 003 is Group Container by Pharmaceutical company Ej Group Container L Product Codes Page 43 Datura LLC www datura llc com BeanCounter Desktop User Guide v1 10 12 To explore wholesaler level information double click on wholesaler A within Supplier 1 This provides wholesaler contents at a summary level sean Counter i m n T ol File Edit View Data Tools Help DA Change Catalog Project Suggested Order New Edit W Import I Organize Project Config 4 gt Navigation Levels 2 Q Item wholesaler A E gt Levels 2 Filter By Filter Standard 44 New El Edit Sentence 3 A A8 lt 5 Filter By New bs 8 Edit Sentence 3 A Gy Export aa amp E Project Lists E wholesaler A Suggested Order B Contains B Pharmaceutical company i B Person Data A B Group Container r5 Group Container Product Codes A A Person Suppliers i i A Person2 n 5 A Person3 A Person4 A Person5 A Person6 Ei wholesaler A Contact B wholesaler A name i i abc wholesalers B Gro
10. The next step is to load Customer Contact information Begin by left clicking on Customer Contact Details in the Navigation left Panel Gorco M e 88m Hm M File Edit View Data Tools Help OA Change Catalog Project Customer Master New Edit K Import jj Organize Project Config 4 gt Navigation Levels 2 J Item Customer Contact Details E Levels 1 Filter By Filter Standard 3 New E Edit Sentence 3 A Filter By New 9a M E Edit Sentence Ga B A g F Export a Project Lists a Customer Contact Details Customer Master is Contains by Customer Contact Customer Contact E Contains tn Customer Contact Details Customer List Ej Group Container b Florida Engineering Companies Florida Manufacturing Companies bn illinois Engineering Companies llinois Manufacturing Companies ba Indiana Engineering Companies ps Indiana Manufacturing Companies vs Michigan Engineering Companies Michigan Manufacturing Companies be Ohio Engineering Companies E Ohio Manufacturing Companies 11 The Customer information will be loaded at this point in the structure Hit the import button on the Top Toolbar Next in the Datura Data Import window left click on Tabular via Excel Files and click on Next Import Step In the Choose File to Import left click on datura call list 050410 v2 xls and hit Open Click on the Data Columns Tab The screen s
11. ils First Witch em Second Witch iam Third Witch Ei Act 1 Scene 2 m amp Sergeant ou Donalbain ou Duncan 2 em Lennox First Witch E is Contains by m Act 1 Scene 1 m Act 1 Scene 3 m Act 3 Scene 5 km Act 4 Scene 1 El is Dramatis Personae by ims The Tragedy of Macbeth is Leads by F Hecat E Titled Eai Witch 9 Inthe Item Details Panel we see that the First Witch is Leads by Hecate This sentence form is automatically generated by the Item Details Panel when it reverses the original sentence which was Hecate Leads First Witch This language is fine for daily usage but for reporting you may adjust a phrase s wording in syntactical context but not during this tour 10 If you double click on Hecate to find out more about this character Hecate becomes the new selected item for the Item Details Panel This action is called drill down because you are drilling down into your data You can drill down as much as you want but you are distancing yourself from your original study of the First Witch Let s try an alternative mode to keep you connected to the First Witch 11 Right click on the First Witch and choose Explore from the context menu that appears The Explore command selects the chosen phrase as the new Navigation Filter E Act 1 Scene 1 I Second Expand Collapse batt Seon BP Act 1 Scene sea POL A Serge
12. 44 Mew ET dt Serene Jy A AS z Proact Liis Tunema Mee Customer Contact Coisa Customer Contact Demis Cugsmar Lint Gru Conima Fede Deer Lone ion Marden Comper indiana iaa Lormparie Fani Mosa actareu Care Michigan Engnaesng Michigan Mandlaceamg Companies Dho Engen Cempanses Dho Mandfactunng Conpanes Mes Edit MU impor Organize Project Config 4 F bem Customer Contact Detail E Levels I Fier By Mew M Ede Sentence Gy D AP Gh A pon Cumsmer Contact Dets i Grup Container MaljConiact hiomaton T Wi Eontect homad T iContact himana S 3MICsntact hiomaan Sa IMiCartect himana 11 3MiCertarat nema iS 17397111 Al Fresgha Contact idonmatan 6737858 7 78 Abl Few Erhat eformatien 179 7852 778 Abrus Contact indore 14S 0997 Bina Coriact hion 31448 4117721 Pak iani Fionaan 145144 151 Air aisa Infoemstien r1 24514415 Pacem sntact Ti cemaeson 21355 35 0001 desm iaa hiema 2115828007 Pme ipts Infomation 153781807 Amerfcontect hiomon Ara Appa Congas font ioon iog9 74 1 764 Pepe Canda oaa omean 6099742 704 T Appli Technologii onina infoananon 62 724 Mod Appbed Technoogesiconad miomani re 78 XOTT Maria TechrekogyI contact inforaton 37334 1055831 Nisrim Tochrasogr indt information 37234 105555 acter Hacalihcanm Corkici ilamalon 2474738113 ee Roni bidamahon BA ns ETT Bed Hekcexsierf Lori nod hiama TOS SSEAII Bel Hebcopteri cntnet ints ese Berton 4 Asocf nniact inteemaben 2120845
13. Click on the Done button If there is no New Praject install number to choose from then enter your assigned New Plead select 3 veli iiia number Install Number and click the Create Install Number button After opening a connection no data You must open a project Select a project with the dropdown pick appears list on the top toolbar as seen in the following view After opening a project no data appears on Choose a filter that shows data in the project Try the restoring the the left Navigation Panel Standard Filter Click on the Restore Standard tandard ipe for Datura LLC www datura llc com Page 39 BeanCounter Desktop User Guide v1 10 Appendix E Installing Suggested Order Sample Project The installation of the Suggested Order will be importing sentences from a spreadsheet similar to the Macbeth exercise in the User Manual 1 Create and select the Project in this case Suggested Order according to the method outlined in the section entitled creating a Project Bean Counter nix File Edit View Data Tools Help E Change Catalog Project amp Datura Data Import Choose the type of data ta Import from the list below 2 Tabular Tabular via CSV Files Tabular via Excel Files Tabular via Jet Files Tabular via XML Files Tabular via Provider Outlook Address Book Sentences Sentences via CSV Files Sentences via Excel Files Sentences via Jet Files Sentences
14. Contains Act 1 Scene 5 15 Act 1 Contains Act 1 Scene 6 16 Act1 Contains Act 1 Scene 7 17 Act2 Contains Act 2 Scene 1 18 Act 2 Contains Act 2 Scene 2 19 Act 2 Contains Act 2 Scene 3 20 Act 2 Contains Act 2 Scene 4 21 Act 3 Contains Act 3 Scene 1 22 Act 3 Contains Act 3 Scene 2 23 Act 3 Contains Act 3 Scene 3 24 Act 3 Contains Act 3 Scene 4 25 Act 3 Contains Act 3 Scene 5 Datura LLC www datura llc com Page 24 BeanCounter Desktop User Guide v1 10 3 Create and select your project in this case Macbeth according to the method outlined above in the section entitled Creating a Project My Contacts jJPeriodic Table 5 Choose Sentences via Excel Files and click on the Next Import Step button Q Datura Data Import Choose the type of data to Import from the list below amp Tabular Tabular via CSV Files Tabular via Excel Files Tabular via Jet Files Tabular via XML Files Tabular via Provider Outlook Address Book Sentences Sentences via CSV Files Sentences via Excel Files Sentences via Jet Files Sentences via XML Files Sentences via Provider Phrases Phrases via CSV Files Phrases via Excel Files Done Importing Restore Default Import Types Next Import Step 6 Select your Microsoft Excel file to import In our example we choose MacBeth details xls and click on the Open button Choose File to Import Look in
15. Files By Dialog Tasks FollowUps Done Importing Restore Default Import Types Next Import Step 8 Select your Microsoft Excel file to import In our example we choose General Text xls and click on the Open button hoose File to Import HE Look in a Edmunds Gc d ed A edm sample xls Ani 1 1 General Text xls see B sample 2 xls e sample xls Folders fe ty Biecenl Documents D l Desktop File name General Text xls Files of type Excel files xls Cancel Datura LLC www datura llc com Page 50 BeanCounter Desktop User Guide v1 10 9 After the Import function opens and analyzes the file you will see the Import Form as described previously when importing contacts and the periodic table In the previous examples the first column had subjects that were unique In this example the values for the subject column tag1 are not unique and we want to keep each occurrence of tag1 To support this we will make two changes from the steps taken previously First we will open the Data Columns tab and indicate that the first column tag1 will be a data column by checking the box in the Include This Column column Import One Tabular File n x Date Tabla Names C Documents and Settings Owner My Documents D atura LLC O Fou Cour s Subject Alternate Key Data Columns Has Header Row C No Header Row Enter Infor
16. Files Sentences via XML Files Sentences via Provider i2 Phrases Phrases via CSV Files Phrases via Excel Files Restore Default Import Types Net Import Step Datura LLC www datura llc com Page 9 BeanCounter Desktop User Guide v1 10 4 BeanCounter now tries to access your Outlook Contacts Outlook may stop the process to display the following dialog window to get permission Click on the check box to Allow access for and choose 10 minutes Click on the Allow button Microsoft Office Outlook A program is trying to access e mail address information stored in Outlook If this is unexpected dick Deny and verify your antivirus software is up to date For more information about e mail safety and how you might be able to avoid getting this warning cick Help Allow access for 5 BeanCounter will now scan through the Outlook data You can see the progress bar along the bottom of the Datura Data Import form Datura Data Import Choose thre tyoe of data lo Report fron the kai below Tod dor Tabular we CSV Files Tobin vin Benel Files Tabar va Jet Fiss Tabiin vin XML Firs latvia vie Provider tisou Address Book Sendences Sertences via CSV Files Sender wo Food Hes Sertences via Jet Pies Sentences vin XML Eira Sertenzes wa Prowder Prana Pirates via CSV Pics Prrases va Excel Fies Done importing Restore Defauk inpot Types
17. Name C Users James Smith Documents Datura LLC Sales Company Pr 10 Subject Data Columns Reuse Select if Sentence Subject comes from values in data columns Row Count Select if Sentence Subject comes from numbering rows automatically Sentence Subject Prefix Sentence Subject Suffix Select Columns for the Subject for each imported row Remove Selected Column from Sentence Subject gt gt lt lt Add Selected Columns to Sentence Subject DUNSNumber Company Name Mail Address 3 Mail City Mail State Mail Zip E Suppress Creating Insertion Point n Select Insertion Point Subject Y V Reuse Predicate Object Phrase if text matches pope sem jJ Gern 4 Click on the Data Columns Tab and hit the check mark in the first column for DUNS Number then hit the Continue button Import One Tabular Data Table Name C Uses ames Smith Documents Datura LLC Sales Company Pr pow Count 10 Subject Atemate Key Data Columns 9 Has Header Row No Header Row Enter Information about Columns to Import Include This Column Column Name in Source Data Use Existing Phrase Verb Name To Create DUNSNumber Company Name Mail Address Mail Cty Company Name Mail Address Mail City 3 9 LESE LER Mail State Mail State Mail Zip Mail Zip Mail Country Mail Country MailCounty MailCounty
18. Status Ej Group Container Called Florida Engineering Companies Ej DUNSNumber ba Florida Manufacturing Companies POL 5267471 A llinois Engineering Companies is Group Container by bn Illinois Manufacturing Companies E Customer Contact Details Z Indiana Engineering Companies Indiana Manufacturing Companies Michigan Engineering Companies Z Michigan Manufacturing Companies fone Ohio Engineering Companies Hn Ohio Manufacturing Companies 15 Next click on Illinois Manufacturing Companies on the left scroll down on the right to the DUNS number 5267471 and double click on this number to display the Company information Datura LLC www datura llc com Page 61 BeanCounter Desktop User Guide v1 10 Bean Counter File Edit View Data LA Change Catalog Tools Help Project Customer Master Si v Navigation Levels 2 SS Filter By Filter Standard 3 New El Edit Sentence da A Ae Ez New Edit K Import jj Organize Project Config 4 gt ODO Item 5267471 Levels 1 PM gt FilterBy New ty E Edit Sentence 43 A8 c 7 Export El Project Lists Customer Master Customer Contact B Contains i Customer Contact Details B Customer List B Group Container Forda Engineering Companies Florida Manufacturing Companies Illinois Engineering Companies lllinois Manufacturing Companies i Indiana Engineering Companies E Indiana Manufa
19. Street Address Street Address E E EI ET EI ET ESI Street City Street City Street State Street State Street Zip Street Zip StreetCounty StreetCounty Country PhoneCode Country PhoneCode Phone Number Phone Number Toll Free Phone Number Toll Free Phone Number Fax Number Fax Number Web Address Web Address NEI E EE E EE E ETE EL ET E s S S S S S S S S S S S S S S S S Sales Amni init EEF E E E91 E ES ES E E 9 ESTE ES E 3 Sales Amo int Reuse Predicate Object Phrase if text matches omoes i ES ESI E ESI EST I ET S Datura LLC www datura llc com Page 56 BeanCounter Desktop User Guide v1 10 5 After the Import is complete hit the OK button in the first window and then Done Importing in the second window your screen will now show the results of the import Please note that the DUNS Numbers of all records added are shown in a list on the right hand side Bran Tooni Pie Ep View Data lock Felp QU Change Catalcg Proce Cujbemuer Magier New Dd Li impet ld amano Projet Coni d FP Piaeguitereri m leosh I Jj Bem Benga Mand arung Corp Ej Loew 1 Mie Dy Filter Shedd d Mew z di Lantern Za AM zl Fuer New 34 4 pda Ten
20. all 8 records on the right side Bean Counter File Edit View Data Tools Help OA Change Catalog Project General Text Navigation Ej Levels 2 Filer By Filter Standard 4 New 8 Edit Sentence 3 f A New Edit K Import Organize Project Config 4 gt Ly Item engineer v Levels Filter By New 74 E Edit Sentence 43 A Gy 7 Export c oE E Project Lists General Text B GT Keyl i Ee tagi D ee wok Z tag2 i engineer 5 tag3 i senior B tag4 Ed active B tagb POL h1 C tag6 ha 8E 5 tag7 he mechanical El tag8 Loo mi GT Key2 E tag work tag2 E engineer tag3 i senior B tag4 us active E tag5 m h1 E tag6 m 35 B tag7 i mechanical 5 tag8 fas rail m m B engineer B istag2by Ee GT Keyl i B tagi i work tag3 i senior tag4 i active tag5 i hi Ej tag6 L E tag7 i mechanical tagg i rall 5 GTKey2 i B tag i work tag3 i senior tag4 i active tag5 i hi tag6 E 35 tag7 i mechanical tag8 rail B GT Key3 i tagl kee work El tag3 Hl i DD D DT H Datura LLC www datura llc com Page 53 BeanCounter Desktop User Guide v1 10 Appendix G Installing Customer Master Proof of Concept The Customer Master Proof of Concept will provide an example of creating the data structure first through an initial import
21. and then populate the details of the structure in subsequent imports From a context standpoint the objective of the Proof of Concept is to create a Customer Master to support a new company with a brand new innovative product The immediate challenge is to identify the target industries with the target solution based on the product to attain market awareness of what the product is and how it provides solutions for the targeted industries The steps in the creation modification of the Master will support the needs of the company e Create the structure to support the identification of potential customers and initial contact of these customers e Develop the customer list uniquely by industry and geography and import these into the structure e Develop the initial contact information and load these into the structure e Update the contact information to include new attributes that represent address information The structure will be expanded as part of the load process to include this new information Please note that besides the importing being done in multiple steps this Proof of Concept will also introduce the procedure of removing duplicates and introduce using modifiers to expand a subject key to allow for uniqueness of the key 1 The Project Customer Master is created per earlier examples The file that will create the initial structure is named Datura_customers xls populated with sentences After selecting the file similar to
22. connection avoiding the erasing of the data during information Choose the Connection Details button Find the Initial configuration I still can t find my data or Catalog field and use the pick list to find your database which is find the project usually named Legume2g Go to Tools Install Numbers and use the pick list to find your Active Install Number Click on the Done button When trying to configure the Connection to Make sure you are using the correct Data Source name to connect the database server the Test Connection to the server If you have installed SQL Server Express make sure to button will not successfully connect use the name sqlexpress and if you are using the full version of SQL Server make sure to use the name and make sure you are not using the quotation marks Reset and reconfigure the program Go to Tools and choose Restore Defaults and clicking on the Restore All Defaults or the Restore Configuration Defaults button then the Done button Then go to Tools Connection Mgr to restart the system configuration You can try using the dropdown pick list button for the Data Source field to select the name from a list of accessible SQL Server servers If you have a firewall it may ask you for permission to search This will only work if the database is broadcasting its identity Datura LLC www datura llc com Page 38 BeanCounter Desktop User Guide v1 10 If the data
23. mek z taz LU i igi Aras enger taJ tagi BeN pen tag ing ainun nce bags iagi h1 hi tagt 155 H i i227 tog Pearl rechnen 5 ugi dagH rad iml GT Hayat t work tag Lag LE tagd m tags hi tage 3 Lag mecharscal tage rad Datura LLC www datura llc com Page 52 BeanCounter Desktop User Guide v1 10 14 Double click on engineer and you will see that engineer is contained in all 8 records for the column tag2 Bean Counter File Edit View Data Tools Help OA Change Catalog Project General Text Navigation Levels 2 Filter By Filter Standard 33 New B Edit Sentence 33 f amp A g Ej Project Lists General Text b j tag Lo work zi tag2 E ig engineer EJ tag3 ro LL senior tag4 aL active tag DL hd 6 tag FL 34 E tag7 nine mechanical El tag8 i i rail GTKey2 i B tag i work B tag2 i engineer B tag3 kas senior B tag4 iL active B tagd B tag6 Fr L 85 tag7 C mechanical tag8 i rail ii NENNT e New Edit M Import jj Organize Project Config 4 gt m DOD Item engineer E Levels 1 Filter By New ty E Edit Sentence 43 f amp A8 G Export i engineer B istag2by i GT Key1 i GT Key2 GT Key3 GT Key4 GT Key5 i GT Key6 P GT Key7 GT Key8 15 Change the right side level to 2 and you will see the detail of
24. sti 1 worksheets loaded From Excel File C Documents and Settings Owner My Documents Datura LLOVOpportunitiestEdmunds Seneral Text xls 12 After the Import is done and you return to the main Import screen you should click on the Done Importing button You should now see the imported data gt Bean Counter ss hh i NEED Aes CEU HESS 6 File Edit View Duta Took Help oy Change Catalog Project General Tea Mew Edit M Import ll Organize Project Config 4 P Navigation W e Levels 1 1s Rem We leek Fitter By Fiter Stendeed J Hew Jf tait Sentence dam A F terBy New 3 E Ea fentence Jy PA AP gj A Epon E Prosect Lata Generi Test GT Kay GT Mary GT Key GT Key GT Kay GT Huy GT Key GT Fey A DATURI 7 e fo 13 Set the Level on left side to 2 and left click on the first record GT Key1 You will see all records on the left and on the right you will now see the content of the first record Genome Tz ee i File Eda Vues Daa Took Help DA Change Catalog Prmjert General Text Mew Eda gf impor b Onpane Project Config A P Mm grice W Levels 2 Jj tem GTKeyl Ej Leek Fier By Filter Standard 3j Mew Ef Edd Sentence Sy MA An p Sj Filter By Mew E Eda Sentence 23 BS AY Gh epe j z Prent Lanta E GT Keyl 5j Gener Tei d m Project ni by GT Key Ganera Tet lag E tag work
25. the OK button to clear the message 1 worksheets loaded From Excel File C Documents and Settingslowineriy Documents Datura LLCO VO pportunities Redwing suggested order_exanple Suggested Order example xls 8 After the Import is done and you return to the main Import screen you should click on the Done Importing button i gt Datura Data Import fof x Choose the type of data to Import from the list below t 2 Tabular Tabular via CSV Files Tabular via Excel Files Tabular via Jet Files Tabular via XML Files Tabular via Provider Outlook Address Book Sentences Sentences via CSV Files Sentences via Excel Files Sentences via Jet Files Sentences via XML Files Sentences via Provider Phrases Phrases via CSV Files Phrases via Excel Files Phrases via Jet Files Phrases via XML Files Phrases via Provider Generic Legume Transport Language Import Phrases from URLs IEEE ODM Files By Dialog Tasks FollowUps Done Importing Restore Default Import Types Next Import Step Datura LLC www datura llc com Page 42 BeanCounter Desktop User Guide v1 10 9 You should now see the imported data Bean Counter File Edit View Data Tools Help G Change Catalog Project EM New Edit wf Import i Organize Project Config 4 gt D Hem Ble Levels 1 Navigation Levels 1 S Filter By Filter Standard 33 New E Edit Sentence m Filter B
26. the Suggested Order example the first second and fourth columns are the Subject Verb Object of the sentences so check the boxes shown in the following window The first column is specified as the Subject the second column Active Verb is the Verb and the fourth column Predicate Object is specified as the Object Click on the Continue button when ready to import the data Datura LLC www datura llc com Page 54 BeanCounter Desktop User Guide v1 10 gt Import One Structured File cil Enter Information about Columns to Import Row Count fi 0 Has Header Row C No Header Row Column Name Column Is Subject Column Is Active Verb Column Is Passive Verb Column Is Predicate Object Modifier Pointer Column Containing Modifier Value Name is Pointer to Phrase Subject Verb amp 0 bject Suppress Creating Insertion Point Customer Master Select Insertion Point Subject Project Lists Select Insertion Point Verb ImporttoaGroup M Reuse Subject Phrase if text matches M Reuse Verb Phrase if text matches MV Reuse Predicate Object Phrase if text matches Save Template Use Template View Cancel 2 Afterthe Import is complete hit the OK button in the first window and then Done Importing in the second window your screen will now show the results of the import make sure your Levels indicator is set to 2 on the Navigation left panel e Bean Co
27. typeina value if there aren t too many 7 After you are done save the CSV file Datura LLC www datura llc com Page 35 BeanCounter Desktop User Guide v1 10 Appendix B Backing up and Restoring BeanCounter The Microsoft SQL Server 2005 Management Studio Express has the tools for backing up and restoring the database See Appendix C Installing Microsoft SQL Server Management Studio Consult its documentation for the details on backup and restore functions Using the Object Navigator on the left open the Databases selection The database that was created is named Legume2G Right click on the database name and choose Tasks to find Backup LJ Bee ee z Mew Database E Views New Query synonyms Programmability script Database as L Service Broker ing d Tasks F Detach E ES gh Rename Take Offline E 3 Delete ER d Refresh Shrink k Praper es Back Up Restore b Mirror Launch Database Mirroring Monitor Ship Transaction Logs Generate Scripts Import Data i i Export Data ind Results 1 Copy Database Datura LLC www datura llc com Page 36 BeanCounter Desktop User Guide v1 10 Appendix C Using Microsoft SQL Server Management Studio If you are only using BeanCounter for demonstration purposes and it works well then there is no reason to install this program But if you plan on doing backups of your data ar
28. 148 Benton E Aaasc onniact infeematon 21724 214 Beat BuyilCont ect omasin 12291579653 Beat Fus Contsct infomeboni6122315 796 Best Eus Contsct homas 223 15553 Heat BuyiContect nomenon 6 1279 15 53 fue Filgel contact nfonsapondi20454 DUST fue Helge iContact infseratorn EZ DAZ DU UTI 19 There are 2 status entries for each contact 1 for the original 1 for the new status with the fields added By removing duplicates the status records will be merged Remove duplicates per steps 7 and 8 The display will now be as follows Gco NEN E 0 XO cR cCOIMNNNNN NNNN File Eda View Data Tels Help Change Catalog Preject Customer Mester Miiat evel 2 a hiig By hien Mandard dd New Ba Feli Seriberse e interes Muss ex Customer CORA Corisns Meu Et x ipari Up Geganize_ Propet Config A few Cutormmer Contact Detail E ierk i io Fier By Mew 94 e E Ed enee d A AD ol o Espon Dioer Crid ebd emu Lori amer U4 eri aet sere ES 71138 OUI Mal ontact infomaton bs 17315727 3Mjcantsct hiomaton 17317111 Af Fessshi iContact infomabon 47279537 A Resin Cort idest 3144540222 AdmiCortacl hiomaan 514415 Aecam nniaet inicemmoatan 11358 330000 meii otag ifomabon 11878 14010 Apple Compoub Contact infomation EOS 743 ET Jepiad TechnalogesiContact infemmataoni 2714 70301 Aiia Technolgef ortis infasmanen 37234 109551 Barto Healer flied indienahen B4 4 2E 113g Bed Hebcepsieri oni
29. 67471 for Deere amp Co d Double click on the value 5267471 e Double click on the Mail City value of Moline This will retrieve all Companies who have a value of Moline in one of their attributes see below right panel Companies are referenced by their DUNS number Datura LLC www datura llc com Page 58 BeanCounter Desktop User Guide v1 10 Bean Counter File Edit View Data Tools Help 3p Change Catalog Project Customer Master New Edit K Import Organize Project Config 4 gt Navigation Levels 2 LJ Item Moline v Levels 1 Filter By Filter Standard 33 New 2 Edit Sentence 4a A8 SS FilterBy New ty 2 Edit Sentence 43 f amp A8 Gy amp Export Project Lists E Moline Customer Master B is City by Ej Customer Contact Deere amp Co Contact Information 3091234567 E Contains is Mail City by E Customer Contact Details i 25652009 Ej Customer List LC 361166655 Group Container Po 5264262 be Florida Engineering Companies i 5267471 fe Florida Manufacturing Companies ke 7982549 be Illinois Engineering Companies El is Street City by n llinois Manufacturing Companies 25652009 i Indiana Engineering Companies 5267471 e Indiana Manufacturing Companies fae Michigan Engineering Companies fez Michigan Manufacturing Companies i e Ohio Engineering Companies kat Ohio Manufacturing Companies 10
30. BeanCounter Desktop User Guide v1 10 BeanCounter Desktop User Guide Version 1 10 Copyright 2009 2010 by Datura LLC Datura LLC www datura llc com Page 1 BeanCounter Desktop User Guide v1 10 Program Overview What Is BeanCounter and Legume BeanCounter is a general purpose data entry viewing and organizing program using the Legume database design Legume can be built on most SQL based relational database systems to hold labels text pictures numbers and other data and relate them to each other in a flexible pre designed database organization You can import data from many different programs files or databases and store it in one place Periodic Table helium actinium hydrogen aluminum 2 americium E beryllium antimony boron angon carbon arsenic fluorine astatine lithium barium neon berkelium nitrogen beryllium oxygen bismuth 3 bohrium aluminum boron argon bromine chlorine cadmium magnesium caesium phosphorus calcium silicon califomium sodium carbon sulfur cerium 4 chlorine arsenic chromium bromine System Requirements BeanCounter is a Microsoft Net 2 0 Framework program that runs on Microsoft Windows based systems Additionally it also uses a SQL based relational database system to hold the data Though BeanCounter can support other databases this version stores its data in the Microsoft SQL Server 2005 database server family which includes a free version called SQL Serv
31. Boge err StateBusiness Ace Plumbing StateBusiness MI Haisley School State Business MI ae cape State Business Muscat StateBusiness IL Pvt bo nma s 2 ES eve boom Pau core 05 Boone Phe b Arre Foto 1 aty John State Business NY StateBusiness MI Border Tom i Camas gt 1 MA Radasor Parche beret State Business CA American Aqua State Business MI Countryside Vet Hamburg State Business MI bee ca ncn boe an tes ofr acea Dery Baros Shel Beco Ret bse Gey Dea Deve frat Moe buy Ove feet Seto Dnm Mortgomery tea Dede StateBusiness MI Carter s Barbeque StateBusiness MI Pa State Business Mi State Business MI StateBusiness l Dc StateBusiness MI few Dore StateBusiness NC n L lemia State Business MI 9 Ifyou select Table View the screen will look like this You can sort on any of the columns by clicking on the column heading gt Bean Counter Ele Edit View Data Toos Help i J Change Catalog Project My Contacts P4 bo NavTree X iX Item StateBusiness I i Filter By Filter Standard 4 i New be X Subject State Business AAA Appliance Repair MI is Mapped from Black Don ME ain r Back Dowd i Dee Berege bx Boe sr Y Blooms Hotel Be hr Boge mer Borges poese Boomer Pav bre bore Ps i wre Borge Tor Came Borders Books boe ca france boe Arg bte ofr booten Ders Boece Suh bacs Rer ete o b
32. E Customer Contact Details Customer Master Ej Group Container F Ej Customer Contact b 3M Contact Information 6517335520 E Contains ie 3M Contact Information E517335727 i i Customer Contact Details p 3M Contact Information 6517337111 Ej Customer List be Abf Freight Contact Information 4797858776 Ej Group Container i Abna Contact Information 3144540222 Pe Florida Engineering Companies f Adm Contact Information 2174514415 Florida Manufacturing Companies i Aecom Contact Information 2135938000 Illinois Engineering Companies Po Amert Contact Information 3193781401 llinois Manufacturing Companies i Apple Computer Contact Information 4089743764 Indiana Engineering Companies i Applied Technologies Contact Information 262 784 7690 Indiana Manufacturing Companies i Atlantis Technology Contact Information 9783410999 Michigan Engineering Companies i Baxter Healthcare Contact Information 84 74736113 Michigan Manufacturing Companies i Bell Helicopter Contact Information 8 172806969 Ohio Engineering Companies Benton amp Assoc Contact Information 2172454146 Ohio Manufacturing Companies z Best Buy Contact Information 6122915796 Best Buy Contact Information 6122916653 Blue Ridge Contact Information 8284540668 b BMW Contact Information 4082499070 i Boeing Co Contact Information 2066626160 Boeing Co Contact Information 4253425685 Boise Cascade Contact Informati
33. F JobTitle Company Company S S S AddressBusiness 1 F AddressBusiness 1 CityBusiness CityBusiness StateBusiness F State Business ER ERE ERE LE ZipBusiness ZipBusiness CountryBusiness CountryBusiness AddressHome1 AddressHome1 CityHome CtyHome StateHome StateHome E E EI ET E d E LESE LESE T ZipHome CountryHome AddressOther1 CtyOther Zip Home Country Home AddressOther1 CityOther StateOther StateOther ZipOther ZipOther Countru ther i Couintrther Gl F3 ES E9 EE ESI ea zi v v vi v v v igi v v vi vi v 77 v Reuse Predicate Object Phrase if text matches P moto s Gio Save Template Use Template View New Phrase Set All Clear All Duplicate Column Remove Column Cancel 11 The last part of the form we wish to discuss is the bottom which shows several options If you choose Import to a Group it will let you enter a Group name and put all of the imported subjects into it You can choose to Reuse Subject Phrase if text matches which tells the import process to combine any Subjects with the same value into the same phrase The same option is given for the non Subject column value
34. Files Phrases via Jet Files Phrases via XML Files Phrases via Provider Generic Legume Transport Language Import Phrases from URLs IEEE ODM Files By Dialog Tasks FollowUps 1 1 Excel Tables PULL UL LULL 106 452 Rows 10 After the import is done you should see a message like the following Click on the OK button to clear the message Import x 1 worksheets loaded From Excel file C Documents and Settings Cwnerly Documents Datura LLC Installation BeanCounterSamples MacBeth details xls OK 11 After the Import is done and you return to the main Import screen you should click on the Done Importing button gt Datura Data Import Choose the type of data to Import from the list below Tabular Tabular via CSV Files Tabular via Excel Files Tabular via Jet Files Tabular via XML Files Tabular via Provider Outlook Address Book Sentences Sentences via CSV Files Sentences via Excel Files Sentences via Jet Files Sentences via XML Files Sentences via Provider Phrases Phrases via CSV Files Phrases via Excel Files Done Importing Restore Default Import Types Next Import Step Datura LLC www datura llc com Page 27 BeanCounter Desktop User Guide v1 10 12 You should now see the imported data This is also a good chance to learn to change the Navigation Panel s Filter Bean Counter File Edit View Data Tools Help DR Change Catalog Pro
35. Item Details Panel gt Bean Counter File Edit View Data Tools Help i 34 Change Catalog Project My Contacts i s I Organize Preferences i4 b NavTree M i Filter By Filter Standard 313 Ay Bis New 74 e EditSentence Ga f d A Gy A Export TT p Beret Cow Black Don Address Business 1 Beck Cora i Dee Birthday Berege bt CityBusiness Borre ogr Y New York Blooms Hotel Company CountryBusiness United States of America EMail FullName wer Bi red is Contained by Project My Contacts Borders Books Job Title bee sere bar Director of Operations i PhoneBusiness PhoneMobile State Business NY ZipBusiness 10022 Datura LLC www datura llc com Page 14 3 On the right Item Details Panel double click on any item such as the NY value under BeanCounter Desktop User Guide v1 10 StateBusiness The right side will display the search results of all occurrences of NY and display them NY appears in several categories gt Bean Counter i4 b NavTree i Filter By Filter Standard 33 4 eo Black Don Back Dort i Sem Bere wn bo Bc r WY Blooms Hotel Be Ar Boge tS boa mia Boomer Pav bore Boore vw l Are Borde Tor i Came Borders Books bee cnm Force boe Pan tex ofr Booten Dery bot rm Beco Ret ete ow bet Deve Dea Miche buy Owe bach Ven Ore Gen Dore Nom lenta is AddressBusiness 1 by LT S is StateBusiness by Brod Dae Ge dem r
36. Moe Mey Grape is StateHome by af Pogra Ave tat and Doug i yen Pestis a oos Meclee Jock een Moin Owens Oman Puce Moe e Me Greate Man Bur stipe Ae uppe Ade Teaver Achen i dut 4 Instead of selecting a value like NY double click on a category such as StateBusiness You will see the StateBusiness values of each contact gt Bean Counter 4 b NavTree M i Filter By v Filter Standard 43 Black Don Bach Dont i Dee Blooms Hotel he Ar foge err bom meo Boomer Pav frre 6s bone wt Are Bede Tom d Carmen Borders Books Berge c bance bom an IT str Boutons Derry bro ore Beco Rer fete ow bet Deve bet Moho buy Ove Bec Set Ore m Dore Now fl Datura LLC v Item StateBusiness i New 44 gt EditSentence Ga f d B QA IL re Fo et i Lata MI Kaleidoscope Books amp Collectibles MI Waro Tom MI teary Tod tuam MI Keith Dean MI tam Aded MI tarred om MI Keen T OH ate Vee CA ee bout MI Labyrinth Club MI Laurain Lodge 23A U D 4 www datura llc com BeanCounter Desktop User Guide v1 10 5 The display of data on the right is fine but if you want to see the data sorted by state you can click the Reverse button on the left side of the right Item Details Panel toolbar Ji n A 6 When you click on the Reverse button you will see the data on the right Item Details Panel reverse its display
37. Name i i mameb Product Code Gi sales Email A nb 126 x 17 To review information about an email address double click on email address n1 123 Bean Counter Na i File Edit View Data Tools Help OA Change Catalog Project Suggested Order New Edit gf Import Jj Organize Project Config 4 gt Navigation Levels 2 gt Item n1 123 Levels 2 Filter By Filter Standard 34 New El Edit Sentence 33 fM A8 gt FilterBy New bis X E Edit Sentence G A Gy Export amp Ej Project Lists B n1 123 E Suggested Order B is sales Email Aby B Pharmaceutical company E A Person Group Container Ge Name Product Codes ioi be namel juppliers Ej Product Code i 4 5001 B Sumame mrnamel B supplier 1 notification 001 E Product Code i t S001 B Supplier 1 SO Qty t be 300 B wholesaler Email A i wa abc Datura LLC www datura llc com Page 46 BeanCounter Desktop User Guide v1 10 18 Explore for different levels of information double click on sales Email A and then double click on nc 127 to find 4 people from three wholesalers with same email address Bean Counter EB File Edit View Data Tools Help Ml Change Catalog Project Suggested Order New Edit w Import Organize Project Config 4 gt Navigation Levels 2 i gt Item nc 127 E Level
38. Phrase if text matches MV Reuse Verb Phrase if text matches V Reuse Predicate Object Phrase if text matches Save Template Use Template View Continue _ Cancel 6 In our example the first second and fourth columns are the Subject Verb Object of the sentences so check the boxes shown in the following window The first column is specified as the Subject the second column Active Verb is the Verb and the fourth column Predicate Object is specified as the Object Click on the Continue button when ready to import the data Datura LLC www datura llc com Page 41 BeanCounter Desktop User Guide v1 10 mport One Structured File Oy Has Header Row C No Header Row Enter Information about Columns to Import Row Count n 0 Column Name Column Is Subject Column Is Active Verb Column Is Passive Verb Column Is Predicate Object Modifier Pointer Column Containing Modifier Value Name is Pointer to Phrase Subject Vv if E n C T E Verb r Iv E E E E E E Suppress Creating Insertion Point Suggested Order Select Insertion Point Subject Project Lists Select Insertion Point Verb mporttoaGroup I Reuse Subject Phrase if text matches MV Reuse Verb Phrase if text matches MV Reuse Predicate Object Phrase if text matches Save Template Use Template View Cancel 7 After the import is done you should see a message like the following Click on
39. a Drill Down me Donalbai Filter By Phrase Duncan d Tana Filter By Text Contains be Malcom Filter By Text Matches p Ross Phrase Definition Some Att i Act 1 Scent View Phrase be Angus Launch Phrase n Act 4 Scene 1 ds Dramatis Personae by The Tragedy of Macbeth is Leads by Hecate Tiled Witch 12 By choosing First Witch as the new Filter you can explore the character more thoroughly making sure you cover all of the characteristics that you might miss if you only use drill down Datura LLC www datura llc com Page 32 BeanCounter Desktop User Guide v1 10 Notice that when you click on Hecate on the left Navigation Panel you can answer your questions about Hecate on the right and continue exploring the First Witch Bean Counter File Edit View Data Tools Help Ll Change Catalog Project Macbeth New Edit X Import Organize Project Config 4 gt Navigation Levels 1 Item Hecate Levels 1 Filter By Filter First Witch 33 New 2 Edit Sentence 23 f lt gt Filter By v New V4 E Edit Sentence Ga f amp A8 Gy amp Export E first Witch El Hecate is Contains by is Contains by Doi Act 1 Scene 1 i Ad 3 Scene 5 Do Ad 1 Scene 3 pol Act 4 Scene 1 i Ad3 Scene 5 is Dramatis Personae by o Act 4 Scene 1 The Tragedy of Macbeth is Dramatis Personae by
40. a llc com Page 6 BeanCounter Desktop User Guide v1 10 4 Ifthe project was created successfully you should get the following message Clear the message by clicking on the OK button 5 The New Project Form is ready to create more projects but we are done so click on the Done button ala gt Create New Projects EE x B A gs Z 6 El New Project Data Project Name iic ilt Project Hame Create Project Done 6 Select the Project from the dropdown field on the top toolbar labeled Project from the dropdown field s pick list Datura LLC www datura llc com Page 7 BeanCounter Desktop User Guide v1 10 Projects and Project List After creating and selecting a new project your screen should look like the following 1 File Edit View Data Tools Help D Change Catalog Project New Edit Import Organize Project Config 4 gt Navigation E lees gt kem Eje Levels 1 S Filter By Filter 33 New E Edit Sentence Filter By New 94 gt E Edit Sentence Ba AB g K Export If you examine the left Navigation Panel it displays the contents of a project which is empty Sinem Bie ER View Wate poe Help DA Change Catalog Project My Contacts New Edit Fiter By Fiter di News BP Edt Sentence Ua IB 5 gt 2 3 All projects are derived from the master project Project Any da
41. a separated values text files as the export file type If you do not have that choice see if you can get it into a spreadsheet program From there you can save it as a CSV file 2 Ourexample shows importing data from a spreadsheet that holds the chemical elements of the periodic table The requirements for preparing the spreadsheet in a form that makes it acceptable to import are a Beware of commas in your data since commas are used to separate the columns of each row If you have a comma in your data that data item should be enclosed in quotation marks If you have difficulties you may have to save it as an Excel spreadsheet and import that a The first non empty row must contain the Column Heading for each column you are planning to import from There should only be one row of headings and it must be on the first row b The second row should start the first row of data c Decide which primary column holds the unique identifier for each row Move this column to the first column This isn t totally necessary but it is simpler if you do because the settings will anticipate that d You can leave empty values in any cells but the primary column Datura LLC www datura llc com Page 18 BeanCounter Desktop User Guide v1 10 Ga hed ME QU ema Periodic Table of Elements xls Compatibility Mode Microsoft Exce Conditional Ft ormatting as Home Insert Pagelayout Formulas Data Review View A
42. anCounter Desktop User Guide v1 10 4 Click on the Import button to start the Import process Choose Tabular via Excel Files and click on the Next Import Step button gt Datura Data Import FEE a Choose the type of data to Import from the list below Tabular Tabular via CS Files Tabular via Excel Files Tabular via Jet Files Tabular via XML Files Tabular via Provider Outlook Address Book Sentences Sentences via CSV Files Sentences via Excel Files Sentences via Jet Files Sentences via XML Files Sentences via Provider Phrases Phrases via CSV Files Phrases via Excel Files Phrases via Jet Files Phrases via XML Files Phrases via Provider Generic Legume Transport Language Import Phrases from URLs IEEE ODM Files By Dialog Tasks FollowUps Done Importing Restore Default Import Types Next Import Step 5 Select the Tabular CSV file to import For our example choose Periodic Table of Elements csv and click on the Open button hoose File to Import File nare Periodic Table of Elements csy Open Files of type csv files csv Cancel ae 6 After opening and analyzing the file you will see the Import Form as described previously when importing contacts The same rules apply The first column is the unique name for each row and Datura LLC www datura llc com Page 20 BeanCounter Desktop User Guide v1 10 you want each column so you are don
43. at Deve fret Actum bey Ove Dech Seton Dane r Corre Naw of Ace Plumbing Acame imer Abet Kahn Assoc Inc Allegro Resorts Cozumel American rum American Speedy Printing Ang we Ann Arbor Public Schools Aquatic Sports Ltd Arbor Vacuum ie Segh Guam Bag Des Peach er Belle Tire bey Te Doya James i Dare be a 6 Bec Brace Sphere MI mi mi Quintana Roo mi mi up MI mi MI MI DC MI MI nite 1 7 OR OR MI 10 Use the Change View button to return the view type back to Tree View Datura LLC www datura llc com Page 17 BeanCounter Desktop User Guide v1 10 Importing the Periodic Table from Microsoft Excel CSV text file A common way to transfer data between programs or databases is in a table using a soreadsheet or CSV file comma separated value text file Both file types and many others can be imported into a spreadsheet program such as Microsoft Excel and then manipulated to prepare it for importing into BeanCounter If you have any graphics or other non textual information you should export it directly to a spreadsheet and keep it there to import from instead of the CSV file the instructions are only slightly different Use the following instructions or guidelines to import your data from a CSV text file 1 Export the data from your other program Most programs have an Export function sometimes in the File menu Choose CSV comm
44. base server existed prior to this installation of BeanCounter consult with the database manager to determine the correct settings and to make sure you have the proper ADO NET Provider SQL Client installed on the client to match the server If the SQL Server database server was installed for the purpose of using BeanCounter make sure it is running and can be connected to by using SQL Server Management Studio Appendix C Make sure the settings of Integrated Security and Data Server are set correctly to the settings specified in the Installation Manual s Part 2 Configuration From the BeanCounter menu choose Tools Restore Defaults and restore the configuration and quit the program Restart the program and reenter the configuration settings If you have installed a previous version of the Bean Counter program you will have to delete the previous configuration files so the program can use the new default settings If you are logged in as the Administrator you can find these files at C NDocuments and Settings Administrator Application Data Datura You will find vines config and other config files Delete them all The Application Data folder is a hidden folder in the logged in user s folder of the Documents and Settings folder When you restart the program you will have to repeat the configuration steps You see the message Go to Tools Install Numbers and use the pick list to find your Active Install Number
45. cribes your data I r j Characters such as commas or tabs separate each field v Iab Semicolon Comma F s Fields are aligned in columns with spaces between each field Space M Other E Text qualifier Sed Start import at row 1 File origin 437 OEM United States m Preview of file C Documents and SettingsiOwnerlMy Documents Datura sample txt Treat consecutive delimiters as one Data preview engineer senior active 34 mechanical engineer senior active hl 35 mechanical engineer senior active hl 36 mechanical engineer senior active 37 mechanical endgineer senior active 38 mechanical TE Next gt Finish Cancel Back sex Finish X M Text Import Wizard Step 3 of 3 2 x This screen lets you select each column and set Column data Format the Data Format General General converts numeric values to numbers date C Text values to dates and all remaining values to text C Date moy Advanced Data preview C Do not import column skip Cancel lt Back IE 4 A header row was added with the resulting spreadsheet as below Please note that the subject column tag1 does not have unique values ON Microsoft Excel General Text xls File Edit wiew Insert Format Tools Data Window H Dc Gel s 2 M10 O Start Meeting Now i Schedule Meeting More H1 v fe tag B C D ESAR G tag tag2 tag3 tag4 tag5 tagb tag work eng
46. crobat amp Cut Calibri Ju AaS Sl i Wrap Tet Text aa Copy EDU 4 pc een Paste romat anter P Z3 E o A RE RE e ERT merge a Center 8 t gt bf S Clipboard Font Rl Alignment 2 Number TE St 1 Element name Parts per million by galaxy mass Symbol Atomic amp N p p hydrogen helium lithium beryllium boron carbon nitrogen oxygen fluorine neon sodium magnesium aluminum won nu fiw N ah tl l d l ff wWwN Fe oO 739 000 H 1 240 000 He 2 Li 3 Be 4 B 5 4 600 C 6 960 N 7 10 400 O 8 F 9 1 340 Ne 10 Na 11 580 Mg 12 Al 13 ewGroup OldGroup 1 IA VILA IA IA Il A IVA VA VI A VIL A VILA lA IA Il A UJ UJ UO hMJ NYDN NYDN h NON BS E Period Atomic Mass 1 4 003 6 941 9 012 10 81 12 01 14 01 16 19 20 18 22 99 24 31 26 98 2 Create a new project if you want to keep it separate from your other data We will call it Periodic Table If you want to put it into an existing project select that project gt Create New Projects O New Project Data Project Name Project Name Create Project 3 Open your project in this case Periodic Table as shown in the previous Imports Bean Counter File Edit View Data Tools Qj Change Catalog Navigation Levels 2 Periodic T able Filter By Filter 3 New 2 Edit Sentence E of Datura LLC www datura llc com Page 19 Be
47. cturing Companies i Michigan Engineering Companies Michigan Manufacturing Companies Ohio Engineering Companies Ohio Manufacturing Companies 5267471 Accounting FinanceFullName Accounting Finance Title Description Chief Executive AdditionalFullName Chief Executive AdditionalTitle Description Chief ExecutiveFullName Chief Executive Title Description Company Name ountry PhoneCode Director Executive Full Name Director Executive Title Description DUNSNumber i 5267471 Employment Count EngineeringFullName Engineering Title Description Fax Number is Group Container by llinois Manufacturing Companies DU Ge E E E Ee 8 E E E d D Ee E Ee E 16 The next step is to link Customer Contact records to the Customer Company records either through the DUNS number or the Contact Company Name This is accomplished by the duplicate removal process Remove duplicates per steps 7 and 8 The display will now be as follows the linkage from the Customer Company record to the Contact Status record is given by the 2 entries is DUNS Number by and then the highlighted entry Bean Counter File Edit OA Change Catalog E 0 View Data Tools Help Project Customer Master i r Navigation Levels 2 Filter By Filter Standard 33 New E Edit Sentence mme 4a dA Ae z New Edit w Import Organize Project Config 4 gt DD Item 5267471 Levels 1 Filter By
48. d 33 New 2 Edit Sentence G3 A FilterBy New 4 E Edit Sentence Ba f A g 7 Export 8 A E Project Lists B is Period by l Periodic Table mii a 1 J i actinium P d helium be LI hydrogen americium B 2 antimony k i be beryllium argon FH i Po born i arsenic P carbon astatine i de fluorine i barium P des lithium berkelium I le neon beryllium m i Poe nitrogen bismuth i f ie oxygen bohrium ia 3 boron de aluminum bromine i je argon cadmium i d chlorine caesium Eg magnesium te calcium h 3 phosphorus califomium o pe slicon carbon i Pe sodium cerium i f ke sulfur chlorine a 4 chromium Poi e arsenic cobalt E d e bromine copper i i j calcium curium chromium darmstadtium i be cobalt dubnium Po copper dysprosium i gallium einsteinium FP ode germanium erbium i b don europium ip db s krypton fermium manganese fluorine o pe nickel francium E potassium Datura LLC www datura llc com Page 23 BeanCounter Desktop User Guide v1 10 Importing sentences from a spreadsheet Macbeth Information can be imported into BeanCounter as sentences instead of tables To import information in the style of sentences from a spreadsheet use the following method to prepare it for importing into BeanCounter Our example shows importing data from a Microsoft Excel spreadsheet that holds sentences de
49. dit w Import jj Organize Project Config 4 gt da A Ae x E Project Lists B Customer Master B Customer Contact ig Contains i i Customer Contact Details B Customer List Ej Group Container i Florida Engineering Companies Florida Manufacturing Companies Illinois Engineering Companies ompanies Indiana Engineering Companies Indiana Manufacturing Companies Michigan Engineering Companies Michigan Manufacturing Companies Ohio Engineering Companies Ohio Manufacturing Companies Illinois Manufacturing i Item Deere Co Ej Levels 1 FilterBy New 94 2 Edit Sentence Ga f amp A G V Export E Deere amp Co El is Company Name by i 5267471 E Deere amp Co Contact Information 309123456 7 Contact Information i 3091234567 Contact Name i Jim Smith Contact Status i Called DUNSNumber 5267471 is Group Container by Customer Contact Details www datura llc com Datura LLC Page 62 BeanCounter Desktop User Guide v1 10 18 In the next set of steps the Customer Contact Details will be reloaded with 4 additional columns of information Address City State Zip Code Repeat Steps 10 13 utilizing the updated status file datura call list 050410 v2 xls The updated display is given below 4 lean Counter S File Edit View Data Tools Help A Change Catalog Piget Custom Mates Meiga Ej Leveh 4 F terBy Filter Standard
50. e Click on the Continue button when ready to import the data Import One Tabular File h b 8 Data Table Name C Users James SmithDocuments Datura LLC Installation BeanCc Row Count 10 Subject Altemate Key Data Columns Select if Sentence Subject comes from values in data columns 2 O Select if Sentence Subject comes from numbering rows automatically Sentence Subject Prefix Sentence Subject Suffix Select Columns for the Subject for each imported row m Remove Selected Column from Sentence Subject gt gt lt lt Add Selected Columns to Sentence Subject Element name Parts per million by galaxy mass Symbol 3 Atomic amp New Group Old Group d Suppress Creating Insertion Point Periodic Table Select Insertion Point Subject igi Ei eee qe e tp nn Al M V Reuse Predicate Object Phrase if text matches PI iniotto n Gow Save Template Use Template View New Phrase Jear A e 7 After the Import is done and you return to the main Import screen you should click on the Done Importing button Datura Data Import Choose the type of data to Import from the list below E Tabular Tabular via CSV Files Tabular via Excel Files Tabular via Jet Files Tabular via XML Files Tabular via Provider Outlook Address Book E Sentences Sentences via CSV Files Sentences via Excel Files Sentences via Je
51. e troubleshooting your database connection or other administrative access to your database we highly recommend that you install Microsoft SQL Server 2005 Management Studio Express See Installing SOL Server Management Studio in the BeanCounter Installation Manual for instructions on how to install it See the Help section of the top menu for directions on how to use it E Microsoft SQL Server Management Studio Seles File Edit View Tools Window Community Help New Query Ly vl i fo DS LZ d et bl Object Explorer vix Summary Qc X Template Explorer Ix Gmet 39 a dj 3 3 or Eut reot lj 3 8 amp f DEANSTABLET SQL Server 9 0 2050 DEANS 3 Gj SQL Server Templates 4 Databases amp B Aggregate oL ini DEANSTABLET SQL Server 9 0 2050 DEANST d B Security amp d Assembly Q Server Objects DEANSTABLET 7 Item s amp Q Backup j 3g Replication amp ij Certificate amp 3g Management 4 ig Database 2g Notification Services Name a Database Mail FO SOL Server Agent Agent XPs disabled im Databases H jj Database Trigger jg Default Securi om i cii H CB Earlier Versions E amp 3j Endpoint AER 39 Event Notification anagemen 3 gj Extended Property Lull Notification Services 9 Full text FASAL Server Agent Agent XPs disabled amp 39 Function j Index 39 Linked Server 39 Login 9 Notification Services 39 Partition Function 9 Partition Scheme 39 Recursive Queries 8 jg Re
52. ents C T lizali V T Suppliers g m E E 5002 El AStock Entry 2 B is Group Container by i Stock A B Stock Entry 2 i EB is Group Container by i t Stock B Z C Stock Entry 2 is Group Container by i Stock C store A2 adjustment trans2 is Group Container by i i Transaction Adjustments A store B2 adjustment trans2 6 is Group Container by i Transaction Adjustments B Lr u 15 To review summary of adjustments for wholesaler A double click on Transaction Adjustments A Bean Counter j i a File Edit View Data Tools Help A Change Catalog Project Suggested Order New Edit W Import Organize Project Config 4 P Navigation Levels 2 LJ Item Transaction Adjustments A Z Levels 2 SS Filter By Filter Standard 44 New 8t Edit Sentence 33 fM A8 zo FilterBy New he X E Edit Sentence Ga A g 7 Export Gar a B Project Lists Transaction Adjustments A Suggested Order B Group Container J B Pharmaceutical company B store Al adjustment trans Group Container i Be Aaty adjustment Product Codes tj Ple BE adjustment type A a sales a Product Codes f i 5001 store Al adjustment trans3 i B A qty adjustment tox 4 10 EB adjustment type A td il retums a El Product Codes 3 i 5003 E B store A2 adjustment trans2 B Agty adjustment Di 3 adjustment ty
53. er Express Consult the BeanCounter Installation Manual for details Datura LLC www datura llc com Page 2 BeanCounter Desktop User Guide v1 10 Introductory Tour of BeanCounter This is a tour through the BeanCounter program to give you an idea of what it is and how to use it You will notice that it has a layout similar to Explorer My Computer My Documents etc The left panel is the Navigation Panel the right panel is the Item Details Panel Starting the Program 1 After installing BeanCounter you will have a shortcut on the desktop to use to run the program Double click on it to start BeanCounter 2 If the first screen you see is the Connection Manager which looks like the following screen then you have not finished the configuration of BeanCounter To do so follow Part 2 Configuration in the BeanCounter Installation Manual 3 If the first screen you see is the Main Screen which looks like the following screen then you are configured correctly and can start the tour from here f L o Vue Das Toci biaip e Chang Catra Ppt ha pit F Lypast_ Up Cigars Prap petty a F Vana T brai 1 j tea E Laer Riy far j Me H a da A M H Filter By Mem Woy j pr Sasi 5B 4 ef bee Fir Datura LLC www datura llc com Page 3 BeanCounter Desktop User Guide v1 10 The Database Connection and Screen Layout 1 When the program first opens it should alread
54. fCoriact infomaion a4 ha 70 DUNSHambe Drasj ontsa Inlormanon 28 187 1544 T Hg nu Dose Contact in penabon 1569707778 is Group Contsiner by Eri erts amaari 18858826 7 Custer Conas Deisis Exxon Mobil contact hiomaton 703545685037 Sate Eini onac information 0304571 15 IL Fedex Pegh ont set Inl ormaben E T0 7415000 Ze code Fedex Forge Condoni imaia 5017639561 E125 Paver Fen Contact ir ocnapon 71663734587 Fondi Contact homaman 3X 945 77 oq Ge Arent Contact infomaten 5 132 4328091 Coe Barca ri md inihi S 1334 355598 22 To show all the information associated with Deere Double Click on the DUNS Number 5267471 in the right panel Detail about Deere is now shown in the right panel Bor Fe da nep Du Change Calaleg Propect Cenomer binis 7 ine v Ei p hpa m Piept Config Warr Cura Manigat B Lesh 2 Fine Dy Fergueedurd 2 New D de Sertence la D Datura LLC a F B Priis Custeemes Cerdact Detads W al Filter ferc onte icai 2705 4415 Pacondconiaci rigmapon zt Metern riomapant IIS OE TE Barton Ageoc Contact irformatori 1734841 Beat Burnt rkermaten E 25157351 Beg hyii iame E1229 108517 Flier Inbar a ES Felge rrt EMT rin ism IGITAR www datura llc com S berm Were Eje Lia I Fie By Hem Ha e AF Eit ehe By Mem Gy Bf Eda Seer ly DALTON pet Rccnunmmne rece ame Airing Prans Tibe Deacon dimar Addend iamen BeanCounter Deskto
55. fig 4 gt Navigation ES B Organize AR O lL gt Item Illinois Engineering Companies v Levels 1 SS Filter By Filter Advanced Management M Manage Duplicate Phrases Alt M Edit Sentence 3 A8 c3 Export d amp a Project Lists Phrase Resolution Alt H E Customer Master Unattended Duplicate Removal Alt U E a Customer Contact Contains Purge Deleted Phrases Alt P Customer Contact Details Restore Deleted Phrases Alt R E Customer List E Group Container Rollback Florida Engineering Companies i Floda Manufacturing Companies 10289672 lllinois Engineering Companies 10294361 Ilinois Manufacturing Companies 103804667 Indiana Engineering Companies 104000096 Indiana Manufacturing Companies i 104012877 Michigan Engineering Companies z 106436962 Michigan Manufacturing Companies i 106824640 Ohio Engineenng Companies P 107394343 Ohio Manufacturing Companies 10811980 109354915 109465919 n oj 110995797 m 111047259 111451584 112473541 8 When the action is completed the results will be displayed Remove Duplicates emn 656 duplicate phrases removed 9 To view an example of information that has now been linked select a particular company DUNS number a Hit OK The screen will now appear similar to the screen in step 6 b Click on Illinois Manufacturing Companies on the left c Scroll down on the DUNS numbers displayed on the left until you find 52
56. gement 6 The left Navigation Panel is managed by a pair of toolbars at the top of the panel These can be divided into the following sections Prev Next Navigation PA Navigation View Type Navigation Navigation Filter Search ki Navigation a Panel 7 The right Item Details Panel is managed by a pair of toolbars at the top of the panel These can be divided into the following sections LET EN I Item Details Selected Item Name View Type B Item Details s Keporting Item Details Data Editing Controls Item Details Search pr i View Control i Item Details Panel Datura LLC www datura llc com Page 5 BeanCounter Desktop User Guide v1 10 Creating a Project 1 In normal mode you must have a Project to put data into To create a Project choose New Project from the middle of the top toolbar v New Projects Phrases Had Sentences 2 The New Project Form will appear requesting a project name to create gt Create New Projects x EASE E Hew Project Data Project Mame Project Hame Create Project 3 Inthe Project Name field enter your new name in this example My Contacts After entering the new name click on the Create Project button gt Create New Projects l x Cc gjiz ol E oZ Z vi E New Project Data Project Name My Contacta Project Name Create Project Datura LLC www datur
57. hould appear as below Datura LLC www datura llc com Page 59 BeanCounter Desktop User Guide v1 10 esnoweon 0 M ee Data Table C Lesern lamas Sent Doc ets Doors LUC Sales Cormpusny Pr Row Court Has Header Flow No Meader Flow Erter formation abot Columns to ingot include This Cima Column Name in Source Date Use Endro Please Veb Nome To Create DUNSNunber Contact Name Contact information Cortad Sutus 4 Reuse Predoste Object Phrase f tet matches inpot C oe Save Template Line Template ew New Phase Set L Oea A Dupkicate Column Remore Column Canoni 12 To allow multiple status records per Contact Company Name the subject Contact Company Name will be modified by the column Contact Information to create a unique subject To accomplish this scroll to the right as far as you can go select lt subject gt from the Modifies What column for the fourth row corresponding to the Contact Information column of the input spreadsheet and check the box in the Named Modifier column Import One Tabular File 0 ER OO LE eee Data Tatio Name C Users James Smith Documents Datura LLC Sales Company Pre 10 Subject Altemate Key Data Columns Has Header Row No Header Row Enter Information about Columns to Import Row Count s mary Key Enter prefix prepended to data values for this column Enter suffix appended to data values for this column Phrase Type List
58. ien e G BA obo bport H E Pr Line Bees Manutechung Compare Cutan Wader Gig Ortsa Duio Loniaci DL eet Gart OEH Camaro Contact Deia 10835873 sera L TUR PAZ US aun Coraes pam Fonda rgnesmg Compact Wu tjah Pls Hg P am isa Ctra ll Vo Tc Erie bng erro Loepen tke n Brice anui aci ame Comers 10 11 a iria Erpen Cipire Va sD Pare Hanul kan oe 10317333 Machen Enger Compare UTG Mehean Manufacture Lonnie TSS Dhs narhi Costi 104 117381 Ole Ula acto eng Locas ToS EoEZ en te TOERIS tet a 1085231708 TELLE SE 102531111 15312535 TOO EU 1091 E 7227 TIE 110017341 THS 1128743 T aano TAEA 113990008 D ns ira THERE iae TE 6 The next step is to input the Illinois Engineering Customers Left click on the entry Illinois Engineering Companies in the Navigation left Panel The customer information will be loaded at this point in the structure Hit the import button on the Top Toolbar Next in the Datura Data Import window left click on Tabular via CSV Files and click on Next Import Step In the Choose File to Import left click on Illinois Engr Companies csv and hit Open Click on the Data Columns Tab and hit the check mark in the first column for DUNS Number then hit the Continue button After the Import is complete hit the OK button in the first window and then Done Importing in the second window your screen will now show the results of the import Please note that the DUNS Numbers of all records added are shown
59. in a list on the right hand side ee a HM F Ede Vecw Data Tech Help Changer Craeg Prowect Customer Master 7 hex Edit M eget ll organise FrgectCenhig d P Hiraji CE levee I Lje Bem Mack nhpne rng Coongdsuds E Level I Mely Vier Dtandanmd 2 Mew a dx perben 29 JA A z o Mhe By Hae 4 B Eee Gentence Za 4A M gl 5 Dare P a rttenct Lit leon Deero Loaner amor Contact 1G Cortana 10nd Cuai Cordes Delia Ina Canara LH V1 Tua Unus Contr 105317 Fiordi Egpare Depam Hiii Kary MEME Cesare LU CER Barcos brgan Compare Theo fines Mae fet er Cos Eca T indiana Eager Lopini Lima e indiana Mani fsciumg Compares TOS Mime ngras Cormpariaa TIHI Whe eget Marci ct er Lanpara Tp mo E gneerg Dopita EHI TO Mang oriented TTE 1a 15 1465515 TESSE Air TERS ESEA nare 1181 TOSTES Td 735 Dennen THEN THES THATS Li Datura LLC www datura llc com Page 57 BeanCounter Desktop User Guide v1 10 7 The next step is to link similar information e g companies with the same City or State for all companies already loaded to date This is accomplished by the process called duplicate removal Select Data from the Top Menu Advanced Management and Unattended Duplicate Removal Select Yes to the Remove all duplicates request Bean Counter z cami J File Edit View Data Tools Help 3j Change Catalog Phrases Alt P dit X Import jj Organize Project Con
60. ineer senior active h1 34 mechanical work engineer senior active h1 35 mechanical work engineer senior active h1 3b mechanical engineer senior active h1 37 mechanical work engineer senior active h1 38 mechanical work engineer senior active h1 39 mechanical work engineer senior active h1 40 mechanical work engineer senior active h1 41 mechanical 9 CO 74 00 03 CO F2 o K 5 Create and select the Project in this case General Text according to the method outlined in the section entitled creating a Project File Edit wiew Data Tools Help L3 Change Catalog Project E Mew Edit a LJ LJ Datura LLC www datura llc com Page 49 BeanCounter Desktop User Guide v1 10 6 Click on the Import button to start the Import process 7 Choose Tabular via Excel Files and click on the Next Import Step button M gt Datura Data Import Choose the type of data to Import from the list below Tabular Tabular via CSV Files Tabular via Excel Files Tabular via Jet Files Tabular via ML Files Tabular via Provider Outlook Address Book Sentences Sentences via CSV Files Sentences via Excel Files Sentences via Jet Files Sentences via ML Files Sentences via Provider H Phrases Phrases via CSV Files Phrases via Excel Files Phrases via Jet Files Phrases via XML Files Phrases via Provider Generic Legume Transport Language Import Phrases from URLs IEEE ODM
61. ject MEREN New Edit wf Import jj Organize Project Config 4 gt Navigation Levels 1 gt Item Levels 1 Filter By Filter Standard 33 New Bf Edit Sentence 3 f amp A gt Filter By New 4 E Edit Sentence Ga f amp A Gy Export E Project Lists B Macbeth William Shakespeare Datura LLC www datura llc com Page 28 BeanCounter Desktop User Guide v1 10 Controlling the Navigation Panel using Filters A Filter is used to specify the data displayed in the Navigation Panel There are several types of filters which can be chosen in several ways Text filters search the phrases using a specified pattern of text matching Phrase filters search for an exact phrase based on its key value or unique ID The Standard Filter is a type of phrase filter using a standard phrase specified in Tools Master Data IDs Using Filters in the Navigation Panel will seem familiar once you understand that the Selected Item is the phrase filter of the Item Details Panel In fact if you select the filter phrase of the Navigation Panel you should see the same data in the Item Details Panel This can be an easy way to discover and test phrases for filtering Both the Navigation Panel and the Item Details Panel are both examples of a Filter Panel because their display is a filtered view of the database They have many similarities and work together but they are desig
62. k Entry 3 i B Inventory Attributes A D Le wAccc E Inventory Qty A L3 i L 300 E Min Inventory Required A Ej Product Codes 5003 S A Stock Entry 4 E Inventory Attributes A E wA ddd B Inventory Qty A ME T 100 5 Min Inventory Required A Start E Datura LLC www datura llc com Page 44 BeanCounter Desktop User Guide v1 10 14 For product level information set levels double click on one of Product Code tags and then hit the reverse button to explore stock and transaction adjustments per product File Edit View Data Tools Help Ml Change Catalog Project Suggested Order New Edit W Import D Organize Project Config 4 P Navigation Ej Levels 2 J Item Product Codes S Levels 2 Filter By Filter Standard 4 New 81 Edit Sentence 33 A zo FilterBy New bis X 81 Edit Sentence 3 A cy 7 Export E Project Lists El is Product Codes by Suggested Order i B 5001 B Pharmaceutical company B AStock Entry 1 B Group Container i is Group Container by Product Codes E d Stock A S E B Stock Entry 1 is Group Container by Stock B C Stock Entry 1 B is Group Container by i Stock C store A1 adjustment trans is Group Container by i Transaction Adjustments A B store B1 adjustment trans is Group Container by d i Transaction Adjustments B B store C1 adjustment trans B is Group Container by i Transaction Adjustm
63. mation about Columns to Import Include This Column Column Name in Source Data Use Existing Phrase Verb Name To Create Existing Phrase Name Is Pointer to Phrase Legacy Primary Key da tagl E tagl f tag2 tag2 tag3 tag3 tag4 tag4 tag5 tag5 tagb tagb tag tag p Iv Iv iv Iv Iv iv Iv tag8 tag8 10 The next change is to have BeanCounter create unique keys This is done by pressing the Select if Sentence Subject comes from numbering rows automatically button and by entering a Prefix for the Key GT Key Click on the Continue button when ready to import the data Import One Tabular File gt E esu Data Table Name C Users James SmithNDocuments Datura LLC Opportunities Edmi Row Count 9 Subject Altemate Key Data Columns Select if Sentence Subject comes from values in data columns Select if Sentence Subject comes from numbering rows automatically Sentence Subject Prefix 37 Keyl Sentence Subject Suffix E Suppress Creating Insertion Point Select Insertion Point Subject Select Insertion Point Verb V Reuse Subject Phrase if text matches V Reuse Predicate Object Phrase if text matches Datura LLC www datura llc com Page 51 BeanCounter Desktop User Guide v1 10 11 After the import is done you should see a message like the following Click on the OK button to clear the message SS
64. mns locations and meaning SIBPCLSBHANSTIAEZS MGAOONOAIBENATSCEZ Ct C2 LDAS a E2isthe column that holds the Last Name b G2isthe column that holds the Company Name c C2isthe column that holds the First Name d D2isthe column that holds the Middle Name e The formula logic is to test if the Last Name is blank and store the Company Name if it is blank true or store a concatenation of Last Name First Name and Middle Name if the Last Name is not blank False 4 Ifthe pattern works copy it down the rest of the column CONCATENATE 5 X v fe IF ISBLANK E2 G2 CONCATENATE E2 C2 D2 B C D E F G H l J 1 FileAs Title First Nam Middle Ne Last Name Suffix Company DepartmeJobTitle Busine 3 Village amp Country Water Softener Village amp Country Water Softener 4 WG s Grocery VG s Grocery 5 University of Michigan University of Michigan Datura LLC www datura llc com Page 34 BeanCounter Desktop User Guide v1 10 5 The next task is to replace the formulas in the first column with the values that are the result of the formula a click on the top of column A so that the whole column is selected b copy this column to the clipboard using the Ctrl C key or Copy command c use the Paste Value command to paste the values back to the same column 6 After the column is generated check to make sure you don t have any empty values in the primary column a If you have any blanks adjust your formula or b
65. ned to act differently The Item Details Panel is meant to change quickly in response to your exploration of the data drilling down into the data and report composition The Navigation Panel is meant to offer more flexible filter types and by locking in a filter the panel acts as a base for exploration Follow this part of the tour to learn how to change the filter with the first step showing how to restore the Navigation Panel back to the Standard Filter Later tour sections will teach other techniques of working with Filters 1 The first step in exploring is to learn how to find your way back You can easily return to the Standard Filter display by using the Restore Standard button on the bottom toolbar of the Navigation Panel bean Conter NS A File Edit View Data Tools Help Lgl Change Catalog Project New Navigation Levels 1 Filter By Filter Standard 33 New 2 Edit Sentence E Project Lists d j Macbeth Wiliam Shakespeare Restore Standard 2 You can also restore the Standard Filter in many of the places that let you change the filter such as the Filter By button on the same bottom toolbar of the Navigation Panel Datura LLC www datura llc com Page 29 BeanCounter Desktop User Guide v1 10 3 Let s try using a Phrase Filter Choose Filter By Phrase from the Filter By button on the bottom toolbar of the Navigation Filter Navigation Tree amp
66. ng iomain Fanns Benton E Aspe ionia Inioematon 2 72041 Beast hyf onted homan 2231579657 De Uu certet inferior 1223 HAST Bus Feige Contact informe bitigi BMV Corie iaman ATE SES TOR Beer Cae oondact inforrmaban boob 1601 Seeing Coflontect infsrraten 25 uses Bowe CescadelContact infomation ie 82255107 Grady Con Contact information M z2285 736 iiot infocmaben 4 14252222 15 final Moses Sabi ont irfoencn 115431996547 Bruner Cooper A Zuck Corin eration MI Dafam Panera Eres eaan heen domm as enm Canberra pnt scs inipemaben BO0E2228 008 Catalina Cylinder Contact hiomaton 114 50009 Catil Inc Contact Infomaben X094 HA LZ 7E Casais kofot irfomabon 30357513745 Oei Resource Orsup ord act hiomon TORTE LIT Lea Colia Botirga Oe DF Cine inferret TAB PROS TT Carnage fenhon Inipmaben ECOe xu 237 Continental TrelContect infoematico TD452 396258 20 For additional display purposes the third viewing panel will be opened on the right of the Item Detail Panel by selecting the Display On Right option from the first drop down on the Item Display Middle Toolbar Datura LLC www datura llc com Page 63 BeanCounter Desktop User Guide v1 10 Bean Counter w File Edit View Data Tools Help GA Change Catalog Project Customer Master New Edit if Import Organize Project Config 4 gt Navigation Levels 2 Item Customer Contact Details 5 Levels 1 gt Filte
67. on 2182855107 Brady Corp Contact Information 4142285736 Brady Contact Information 4143585331 Bristol Myers Squibb Contact Information 3154329664 Bruner Cooper amp Zuck Contact Information 3093439282 Califomia Paperboard Contact Information wgarrisi tngus com Canberra Contact Information 5068289100 Catalina Cylinders Contact Information 7148900999 Caterpillar Inc Contact Information 3094944127 Caterpillar Inc Contact Information 3095751372 Chesapeake Resource Group Contact Information 4 106432322 Coca Cola Bottling Co OF Wi Contact Information 4046 7656 73 Conagra Foods Contact Information 4026304237 Continental Tire Contact Information 7045838625 14 Click on Deere and Co on the right hand panel to display the Contact Status information note the DUNS number is 5267471 Bean Counter W o M eee eee File Edit View Data Tools Help Ld Change Catalog Project Customer Master New Edit gt Import Organize Project Config 4 gt Navigation Levels 2 jr Item Ej Levels 1 Filter By Filter Standard 44 New El Edit Sentence x3 f A z Filter By New bas M El Edit Sentence 43 A c Export ist E Deere amp Co Contact Information 309123456 7 3 Customer Master B Project List Contact Information Customer Contact Pon 3031234567 B Contains Contact Name Customer Contact Details o Jim Smith Customer List B Contact
68. order now sorting and grouping by state This does not change data only the data display gt Bean Counter Ele Edt View Data Tools Help L3 Change Catalog Project My Contacts i 4 gt NavTree X i EE Item StateBusiness i Filter By Filter Standard 43 far A i New 74 EditSentene Ga A d amp 4 A Export Todd Hal M Black Don z Muscat Bach Dont d Bere wo bx Bore Je M Blooms Hotel Bs Ffo o ern b pes reese Boomer Pav bore Ad bore 414 rre Bode Tom 6 Lm Borders Books boe pma 768 boe Fares Ates Badea Dery Dato S bs v iow OR bee d nm bea omn Quintana Roo Allee Dennen UD 7 Another way to display the data on the right is by changing the View type Both left and right panels have a Change View button The Change View button on the right panel is located on the left side of the middle toolbar of the right Item Details Panel ios WE m d Datura LLC www datura llc com Page 16 BeanCounter Desktop User Guide v1 10 8 If you select List View the screen will look like this You can sort on any of the columns by clicking on the column heading Clicking on the same heading again will reverse the order DEK gt Bean Counter m StateBusiness i 4 bo NavTree X i Filter By v Filter Standard 33 45 Edit Sentence Ga f d 3 Verb Black D StateBusiness Bach Dore i Sem Bevewe feo Gorre ofr Y Blooms Hotel Bie For
69. p User Guide v1 10 Appendix H Installing Program Management Proof of Concept The Program Management Proof of Concept is coming soon Datura LLC www datura llc com Page 65 BeanCounter Desktop User Guide v1 10 This document is a product of Datura LLC and is copyrighted 2009 2010 by Datura LLC Datura Legume and BeanCounter are trademarks of Datura LLC Other trademarks of other companies are their own The data structure used by Legume and BeanCounter is patent pending by Datura LLC To get more help on using BeanCounter or other Datura products and services send us an email at help datura llc com or call us in the USA at 1 734 878 0109 in the Eastern Time Zone The Draft of this Manual was printed on Friday September 17 2010 It is based on Build 195 of BeanCounter Desktop Datura LLC www datura llc com Page 66
70. pe A i receivals a B Product Codes 5002 E Store A2 adjustment trans4 Ee Aaty adjustment ks 20 adjustment type A i sales a Product Codes i i 5004 5 store A2 adjustment trans5 Ej A qty adjustment adjustment type A i sales a 1e Den D pis Product Codes S nane Datura LLC www datura llc com Page 45 BeanCounter Desktop User Guide v1 10 16 To review Person Information go back to wholesaler level and double click on Person Data A Bean Counter i File Edit View Data Tools Help DA Change Catalog Project Suggested Order New Edit Import I Organize Project Config 4 gt Navigation Levels 2 i Item Person Data A E Levels 2 SS Filter By Filter Standard Ag New El Edit Sentence 33 fM A gt FilterBy New bis E Edit Sentence 23 A g FC Export dA amp E Project Lists E Person Data A Suggested Order Ej Group Container J B Pharmaceutical company E APersoni Group Container i Ee Name Product Codes foi P L namel Suppliers Ele Product Code tod d ks B sales Email A be n1 123 E Sumame i mr name 1 S A Person2 i B Name r4 namea Ej Product Code i i 5002 B sales Email A i d na 124 B Sumame i mr namea Ej A Person3 s e Name ke name2 B Product Code i A 5003 Gl sales Email A i n28125 Ej Sumame mrs name2 Ej A Person4 Gl
71. r By Filter Standard 33 New BY Edit Sentence 43 f A ie EJ No Preview Edit Sentence Ga f A8 Gy Export E Project Lists 1 Display on Right kICantact Information 3093439282 Ej Customer Master Ej Display on Bottom ntact Information waarisi tngus com B Customer Contact ation b068289100 Lg Cote 0 5 0 0 l 1 dd P ER Catalina Cylinders Contact Information 7148900999 i Customer Contact Details Caterpillar Inc Contact Information 3094944 127 Ej Customer List Caterpillar Inc Contact Information 3095751372 Be Group Container Chesapeake Resource Group Contact Information 4106432322 be Florida Engineering Companies Florida Manufacturing Companies Illinois Engineering Companies Illinois Manufacturing Companies Indiana Engineering Companies Indiana Manufacturing Companies Michigan Engineering Companies Michigan Manufacturing Companies Ohio Engineering Companies Ohio Manufacturing Companies Coca Cola Bottling Co OF Wi Contact Information 4046765673 Conagra Foods Contact Information 4026304237 Continental Tire Contact Information 7045838625 Coors Contact Information 3032776564 Datamax Contact Information 4075235515 Deere amp Co Contact Information 3091234567 Defense Systems Contact Information 7033930504 Dept Of Navy Contact Information 7036020831 Dhl Contact Information 4803757200 Disney Contact Information 4075603405 21 Next single click on Dee
72. re and Co in the middle panel The contact information will be displayed in the right panel Note that in the display on the right the 4 additional attributes that were added are shown along with the values for each attribute 4 Bean Counter File Edu View Data Took Help TA Change Catalog Project Customer hlaste Navigation E Levels Filter By Filter tended aid Nea iff idt Sentence da A A E Pmwclas Lishcrner bleed et Mew Edt g impor D Organize Project Config P Ej Preview Customer Contact etais M S e hemDeme Co B Leve 1 FilterBy Mew g Sf Edit Sentence z Filter By Hews 2 ia Bait Sentence da Qu AP d A Expert Docs saca Us runlContact iomas Gi Dese Co ww Coca Cols Bottle Co DF Winnie iomas is Company Name by rung Faesdia Cine Irem eE 304272 5262471 Contnertad Trefcontact focanon T0451 386 H Deere amp CofCortect infonmanon 303122456 7 Coors Contact hiomaan 30327 76564 d Aden Tatar rnt inbormatiend T8358 15 Tehn Deem Place WOB 250 City Defense SygeralCentat hiomaton 7033320 Meine Dect Of Pay ilontact Infommabon 035020811 Contact infomation Dij ent net hinnan 55178 72003 3091214557 Diret armain AEH G oisi hee DiziContacs Infaerapan e HEBEQUAUI a Am Saah Domino AmpetiSontact hiomaton 1778552856 7 amp Contsct Ros Damna Amaian rican 872877 78298 mai Dew
73. rk engineer senior active h1 39 mechanical rail work engineer senior active h1 40 mechanical rail work engineer senior active h1 41 mechanical rail 1 This document was first imported into excel by selecting the Import External Data function from the Data drop down E3 Microsoft Excel File Edit View Insert Format Tools Data Window Help E amp mwe Sf 21 Sort 2 gt Arial Bio E v c gt Start Meeting Now ij Schedule Meeting Mor Filter Al v Validation Text to Columns G H Import External Data gt D Import Data HR New Web Query 8 New Database Query Y olo 74 0 He WN cc co 2 Theinput file was a Text File Select Data Source x Look in CT My Documents P Desktop Favorites ac EE My Network Places Files of type ea Saar EE V Cancel Datura LLC www datura llc com Page 48 BeanCounter Desktop User Guide v1 10 3 Which was then imported into Excel using the import wizard EX Text Import Wizard Step 1 of 3 2 x Text Import Wizard Step 2 of 3 2 x This screen lets you set the delimiters your data contains You can see The Text Wizard has determined that your data is Delimited yi how your text is affected in the preview below If this is correct choose Next or choose the data type that best describes your data Original data Delimiters Choos e type that best des
74. s Predicate Phrases The View button lets you see samples of the data being imported It should already be set correctly for Outlook data so click the Continue button to perform the Import If you decide to avoid the import process click on the Cancel button 4 Reuse Predicate Object Phrase if text matches ee 12 The Importing process may take several minutes You will see a progress bar across the bottom of the Import One Tabular File form Soll TT in ERI 267 780 Rows 13 When the Import is done you will see the following message Click on the OK button Imported Outlook Contact file Datura LLC www datura llc com Page 12 BeanCounter Desktop User Guide v1 10 14 The Import process is now ready for the next import we are not going to do another one now Click on the Done Importing button to finish Datura Data Import Choose the type of data to Import from the list below Tabular Tabular via CSV Files Tabular via Excel Files Tabular via Jet Files Tabular via XML Files Tabular via Provider Sentences via CSV Files Sentences via Excel Files a Sentences via Jet Files Sentences via XML Files Sentences via Provider 15 You should now see your imported data in the Navigation Panel on the left You can now skip forward to the Browsing your Contacts section Bean Counter File Edit View Data Tools Help
75. s 2 SS Filter By Filter Standard 84 New 8t Edit Sentence 33 fA A 5 FilterBy New Bae S Edit Sentence 33 f A g E Export gaa E Project Lists a nc 127 Suggested Order Ej is sales Email Aby E Pharmaceutical company Ej APerson amp Group Container i E Name Product Codes i Po namec i E Product Code B Sumame E mr namec is sales Email B by B Person3 Bg Name namec B Product Code 4 5003 B Sumame i mr namec B is sales Email C by B C Person3 i Ge Name i 4 od name9 El Product Code i 5003 E Sumame i mrs name9 S CPerson5 E Name i namey E Product Code er We 5006 B Sumame mr namey Datura LLC www datura llc com Page 47 BeanCounter Desktop User Guide v1 10 Appendix F Installing General Text Import Sample Project The General Text Proof of Concept will provide an example of taking a period delimited text file performing an initial transformation of the data and then load the content General Text importing rows from a spreadsheet similar to the Periodic Table exercise in the User Manual The source document of the General Text exercise is a period delimited text file work engineer senior active h1 34 mechanical rail work engineer senior active h1 35 mechanical rail work engineer senior active h1 36 mechanical rail work engineer senior active h1 37 mechanical rail work engineer senior active h1 38 mechanical rail wo
76. s Separator String Modifies What Named Modifier i EJ ee E E Sa os FE Jal ij m FI d ao 5 i ne Pi None Subject S 3 EI I E Contact Company Name lt m DUNSNumber DEN Contact Name Contact Information Contact Status lt Contact Company Name gt lt DUNSNumber gt lt Contact Name gt lt Contact Information gt lt Contact Status gt V Reuse Predicate Object Phrase if text matches be Save Template Use Template View New Phrase Set All Clear All Duplicate Column Remove Column 13 Hit continue After the Import is complete hit the OK button in the first window and then Done Importing in the second window your screen will now show the results of the import Note that the Contact Company value has been modified by the Named Modifier Contact Information and the Contact Information value Datura LLC www datura llc com Page 60 BeanCounter Desktop User Guide v1 10 e Bean Counter File Edit View Data Tools Help 34 Change Catalog Project Customer Master New Edit Import ijjOrganize Project Config 4 gt Navigation Levels 2 Item Customer Contact Details v Levels 1 Filter By Filter Standard 33 New 9 EditSentence 33 A zi 5 FilterBy New 45 E Edit Sentence 23 PL A8 g Export d amp E Project Lists
77. scribing the play The Tragedy of Macbeth from The Complete Works of William Shakespeare 1 The information is prepared as a set of sentences one per row Each row contains a Subject Verb Object triplet one per column You can build more complex sentences but this example keeps it simple by limiting it to triplets 2 The sentence style spreadsheet should be prepared in a form that makes it acceptable to import These are the requirements a The first non empty row must contain the Column Heading for each column you are planning to import from b The second row should start the first row of data c Three columns are specified for the phrase triplets of Subject Verb Object The rest of the columns are used for specifying modifiers of the triplets The modifiers come in pairs of columns the first column specifies the column to modify as the column letter code A B C and the second column holds the phrase P 1 Subject Verb Object 2 William Shakespeare Wrote The Tragedy of Macbeth 3 The Tragedy of Macbeth Set in Scotland 4 The Tragedy of Macbeth Set in England 5 The Tragedy of Macbeth Contains Act 1 6 The Tragedy of Macbeth Contains Act 2 7 The Tragedy of Macbeth Contains Act 3 8 The Tragedy of Macbeth Contains Act4 9 The Tragedy of Macbeth Contains Act5 10 Acti Contains Act 1 Scene 1 11 Act1 Contains Act 1 Scene 2 12 Act1 Contains Act 1 Scene 3 13 Act 1 Contains Act1 Scene4 14 Acti
78. store H y Role Rule amp i Service Broker B SQL Trace gt jg Statistics s gt S dE X Recently Used Templates Create Endpoint Create Procedure Basic Template Datura LLC www datura llc com Page 37 BeanCounter Desktop User Guide v1 10 Appendix D Troubleshooting BeanCounter When running the program it does not Quit the program and restart the program appear to be functioning correctly or is erratic in behavior Restart the system by choosing Start Shutdown Restart and try again From the BeanCounter menu choose Tools Restore Defaults and restore the configuration and quit the program When you restart the program you will have to repeat the configuration steps If you have installed a previous version of the Bean Counter program you will have to delete the previous configuration files so the program can use the new default settings If you are logged in as the Administrator you can find these files at the C Documents and Settings Administrator Application Data Datura folder You will find vines config and other config files Delete them all The Application Data folder is a hidden folder in the logged in user s folder of the Documents and Settings folder When you restart the program you will have to repeat the configuration steps During the upgrading of BeanCounter after Go to Tools Connection Mgr to bring up the
79. t Files Sentences via XML Files Sentences via Provider i Phrases Phrases via CSV Files Phrases via Excel Files Done Importing Restore Default Import Types Datura LLC www datura llc com Page 21 BeanCounter Desktop User Guide v1 10 8 You should now have the periodic table of the elements to see and browse Select an element on the left such as aluminum You will see the details on the right F r Fort Wirw Data Lg Change Catalog Project Periodic Table Mew Edit gf bmpart Qj Orpanire Project Config d P Navigation Bj Leek 1 Alter By Filter Standard d Mra E Edit 5eniemrr oy A AS 5 Tock Hrip Die Item aluminum E Levek 1 aj lat bewisation Enengy klima 580 Atomic 13 Alomic Mass GUPAC 2001 256981518 iome Mase owned 2 Boding Point E2 2467 Common Chodstion taies P Cavaleri Atem Aadam ipm a pom Electron negativ Palro A ima is Prosect Lats by Farina abis Mating Point C Eu Hew Grup S 13 Dinawal Finrsmn Configuemian Ne 3 amp 2 381 Cid Group ot WA Prnod 3 Predicted Gectron Configuration Ne 362 321 Symbol 9 Scroll down the Item Details Panel until you see the Period phrase Double click on the phrase to make it the Selected Item for the Item Details Panel Bean Counter E N a a E ee File Edit View Data Tools Help DA Change Catalog Project New Edit K Import
80. ta that is in the Master Project should be included in any derived projects Datura LLC www datura llc com Page 8 BeanCounter Desktop User Guide v1 10 Importing Outlook Contacts If you do not have contact data in Outlook you can skip forward to the Importing Contacts from other programs section 1 Let stry to import your contact information from Outlook into the My Contacts project If the project is not selected please select it or whichever project you want to import the data into Tools Help hem My Contacts Bel 4 d r A is New a 2 The Import function stores the new imported data into the current project which is the My Contacts project which was created and selected To start the Import process click the Import button on the top toolbar x Import ijj Organize P JJ Hem El Levels 1 nc Xm FilterBy Mew a Re t a sa 3 The Datura Data Import form will appear with all of the functions for importing data Select Outlook Contacts from the Tabular choices and click on the Next Import Step button gt Datura Data Import Choose the type of data to Import from the list below i Tabular 4 Tabular via CSV Files Tabular via Excel Files Tabular via Jet Files Tabular via XML Files Tabular via Provider Outlook Address Book Sentences Sentences via CSV Files Sentences via Excel Files Sentences via Jet
81. this panel Since the FileAs column is chosen we don t have to make any changes The Add and Remove Button lets you choose the column s If you choose more than one they will be put together f Select if Sentence Subject comes fram values in data columns t Select if Sentence Subject comes from numbering rows automatically Sentence Subject Pretix Sentence Subject Suffis Select Columns for the Subject for each imported row Remove Selected Column from Sentence Subject gt gt x Add Selected Columns ta Sentence Subject Filets Full ame A JobT itle Company AddressBusiness CityBusiness 9 The Alternate Key panel of the form lets you specify an alternate key if needed 10 The Data Columns panel lets you specify which columns will be imported Notice that the Primary Column the Subject is unchecked as it should normally be Uncheck any columns you wish to leave out of the import process Datura LLC www datura llc com Page 11 BeanCounter Desktop User Guide v1 10 Import One Tabular File LJ Bandi di e pu Data Table Name Salad ine Sree Row Count Subject Altemate Key Data Columns 9 Has Header Row No Header Row Enter Information about Columns to Import Include This Column Column Name in Source Data Use Existing Phrase Verb Name To Create Existing Phrase Name ls Pointerto Phrase Legacy Primary Key Enter prefix prepended to FullName E FullName JobTitle
82. ubject the second as Active Verb and the third column is specified as the Predicate Object Click on the Continue button when ready to import the data Import One Structured File 9 Has Header Row C No Header Row Enter Information about Columns to Import RowCount 10 Column Name Column ls Subject Column ls Active Verb Column ls Passive Verb Column Is Predicate Object Modifier Pointer Column Containing Modifier Value Name is Pointerto Phrase Column Links to Another Table Sie m m P is Veb m a s p us i s zm a o NNND a n 7 Suppress Creating Insertion Point Macbeth Select Insertion Point Subject Select Insertion Point Verb Import to a Group Reuse Subject Phrase if text matches Reuse Verb Phrase if text matches Reuse Predicate Object Phrase if text matches Datura LLC www datura llc com Page 26 BeanCounter Desktop User Guide v1 10 9 While the import is in progress you will see a progress bar across the bottom of the window gt Datura Data Import B A Choose the type of data to Import from the list below Tabular Tabular via CSV Files Tabular via Excel Files Tabular via Jet Files Tabular via XML Files Tabular via Provider Outlook Address Book Sentences Sentences via CSV Files Sentences via Excel Files Sentences via Jet Files Sentences via XML Files Sentences via Provider Phrases Phrases via CSV Files Phrases via Excel
83. unter File Edit View Data Tools Help EA Change Catalog Project 815525 3 155 5 3 Navigation Levels 2 jy ltem Levels 1 Filter By Filter Standard 33 New 2 Edit Sentence 23 A A 5 Filter By v New 5 v E Edit Sentence 23 f amp A8 g A Export fay B Project Lists E Customer Master Customer Contact El Contains Customer Contact Details Customer List B Group Container be Florida Engineering Companies Florida Manufacturing Companies a llinois Engineering Companies i lllinois Manufacturing Companies Indiana Engineering Companies a Indiana Manufacturing Companies Michigan Engineering Companies Michigan Manufacturing Companies Ohio Engineering Companies Ohio Manufacturing Companies 3 The next step is to input the Illinois Manufacturing Customers Left click on the entry Illinois Manufacturing Companies in the Navigation left Panel The customer information will be loaded at this point in the structure Hit the import button on the Top Toolbar Next in the Datura Data Import window left click on Tabular via Excel Files and click on Next Import Datura LLC www datura llc com Page 55 BeanCounter Desktop User Guide v1 10 Step In the Choose File to Import left click on Illinois Mfg Companies xls and hit Open The screen you are now presented with is below Import One Tabular Data Table
84. up Container Ee StockA Group Container B A Stock Entry 1 A Stock Entry 2 A Stock Entry 3 A Stock Entry 4 i A Stock Entry 5 B Transaction Adjustments A B Group Container store A1 adjustment trans store Al adjustment trans3 store A2 adjustment trans2 store A2 adjustment trans store A2 adjustment trans5 is Group Container by B Supplier 1 Ej Group Container Fr 89 wholesaler B B Supplier 1 Notifications i supplier 1 notification 001 supplier 1 notification 002 13 To explore stock data double click on Stock A for details of stock level data Bean Counter OOO R ee lc File Edit View Data Tools Help i Change Catalog Project Suggested Order New Edit K Import I Organize Project Config 4 gt Navigation Levels 2 i gt Item StockA Ej Levels 2 Filter By Filter Standard 44 New E Edit Sentence 33 fM A zo 5 FilterBy v New Sy E Edit Sentence 43 A8 g Export a a E iz El Stock A e Suggested Order E Group Container J B Pharmaceutical company E AStock Entry 1 Ej Group Container E inventory Attributes A Product Codes Lo obe Ahaa Suppliers oi Ele inventory Qty A Ligi To Min Inventory Required A i ik 409 Ej Product Codes i i 5001 Gi A Stock Entry 2 E Inventory Attributes A E o3 wA bbb 6 Inventory Qty A P dL Sop B Min Inventory Required A Ej Product Codes i i 5002 S A Stoc
85. via XML Files Sentences via Provider Phrases Phrases via CSV Files Phrases via Excel Files Restore Default Import Types Next Import Step 4 Select your Microsoft Excel file to import In our example we choose Suggested Order example xls and click on the Open button Datura LLC www datura llc com Page 40 BeanCounter Desktop User Guide v1 10 oose File to Import Look in B suggested order example o T 3 Ek FF suggested Order example xls File name Suggested Order example xls Open Files of type Excel files xls Cancel 5 After the Import function opens and analyzes the file you will see a list of columns with options to set for each column The same rules outlined above in previous imports are the same except there isn t a Primary Column of the Table Sentences are different gt Import One Structured File EE Enter Information about Columns to Import Row Count n 0 Has Header Row No Header Row E Column Name Column ls Subject Column Is Active Verb Column Is Passive Verb Column Is Predicate Object Modifier Pointer Column Containing Modifier Value Name is Pointer to Phrase Verb E E E E Object T 5 Ej a Suppress Creating Insertion Point Suggested Order Select Insertion Point Subject Project Lists Select Insertion Point Verb ImporttoaGroup M Reuse Subject
86. y New 4 2 Edit Sentence Ba PB A8 g Export E E Project Lists Suggested Order an DATUR he p E As 10 Set the Level on left side to 2 and left click on suppliers S amp Bean Counter Bam File Edit View Data Tools Help OA Change Catalog Project Suggested Order New Edit W Import f Organize Project Config 4 P b Item Suppliers Levels 1 Navigation Levels 2 tS Filter By Filter Standard 33 New 2 Edit Sentence Filter By New ty B Edit Sentence 43 B amp A cy amp bport El Project Lists Suppliers Pharmaceutical company Pob Supplier 1 Group Container Supplier 2 Product Codes is Group Container by i Pharmaceutical company Lu Suppliers 11 Change the right side level to 2 and you should see top down view of supplier level information x 11 L o iim Bean Counter A File Edit View Data Tools Help New Edit Import i Organize Project Config 4 gt DR Change Catalog Project Suggested Order dl Item Suppliers E Levels da A Aa z FilterBy New 74 2 Edit Sentence 43 f amp A Gj Export Navigation Ej Levels 2 SS Filter By Filter Standard 44 New El Edit Sentence E Project Lists Ej Suppliers Suggested Order Group Container Pharmaceutical company Be Supplier 1
87. y be configured but the connection to the Legume database is Closed and most controls are inactive To open the database connection and view the data click on the Open Connections folder button as shown on the top toolbar 2 Analternative way to open the connection is to choose File Open Connections as shown in the top menu The menu shows that Ctrl O on the keyboard will work too gt Bean Counter 3 Once the connection is opened the Open Connections folder changes to a Close Connections button Most controls and menu choices are only enabled when the connection is open but some things such as the Connection Manager can only be accessed when it is closed The connection closes automatically when you exit the program gt Bean Counter a i Close the Database Connections li ml 4 The main window of BeanCounter is organized in the following familiar manner It is similar to Microsoft Explorer with a Navigation Panel on the left and an Item Details Panel on the right Main Menu Main Toolbar Datura LLC www datura llc com Page 4 BeanCounter Desktop User Guide v1 10 5 Besides a button to open the connection the Main Toolbar has quick access to a number of other functions such as creating or open projects importing data and organizing it in groups T Project Connection Project Selection Options Control p Project Data Mana

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