Difference between revisions of "Listware for Excel:MatchUp Tutorial"

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(Created page with "{{LWEMatchUpNav}} {{CustomTOC}} After you install Listware and set your Customer License String, you are ready to use Listware. Follow along with the steps below to perform ...")
 
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After you install Listware and set your Customer License String, you are ready to use Listware.
After you install Listware and set your Customer License String, you are ready to use Listware.
Follow along with the steps below to perform a sample project with MatchUp for Listware.
Follow along with the steps below to perform a sample project with MatchUp for Listware.


==Open a Spreadsheet==
==Open a Spreadsheet==
Line 18: Line 19:




==Configure Settings==
==Select Data==
Select settings to configure which fields you want the MatchUp interface to prompt you for data entry.
Choose what data you want to use by click-dragging a box around it and clicking the 'Select Data to Process' button.
 
[[File:LWE_MatchUp_Tutorial_SelectData.png|link=]]
 
Once your data has been selected, click 'next' to move on to the Options step.


Unselected fields will be skipped over.


You’re ready to start entering data. If you’ve configured MatchUp Settings to include other data types like Name or Company, there will be only a single edit box to enter your data.
==Choose Options==
Choose if you will match records and which '''Matching Logic''' to use.


When the focus is moved to the Address input, you will see two edit boxes, one for the Primary Address, and another for Suite information, should MatchUp determine that the entered address has multiple delivery points.
For more information on Melissa Data Credits, please see [http://www.melissadata.com/dqt/credit-summary.htm Credit Costs].


[[File:LWE_MatchUp_Tutorial_Options.png|link=]]


==Start Typing==
Click 'next' to continue on to the Input Columns step.
Start typing in the MatchUp Address 1 field.


[[File:LWE_MatchUp_Tutorial_Address.png|link=]]


When you start typing, as little as two characters may start to give you valid possibilities, as a dropdown list.
==Input Columns==
Specify the input columns you want to process.


For example, if your data has Company, Address, City, State, ZIP, and Phone, you should map these columns by selecting the column in the drop-down boxes next to its corresponding column.


==Select Data==
[[File:LWE_MatchUp_Tutorial_InputColumns.png|link=]]
Select the desired data.
 
Once your input columns have been mapped, click 'next' to continue on to the Output Columns step.
 
 
==Output Columns==
Specify what data you want to output.
 
[[File:LWE_MatchUp_Tutorial_OutputColumns.png|link=]]
 
Once your output data has been chosen, click 'next' to continue to the Reporting step.
 
 
==Reporting==
Specify if you want a report created and the contents of that report.
 
When processing is completed, you have the option of having a new sheet created and inserted immediately following the processed sheet. This reporting sheet will contain statistics and settings summarizing the processing run.
 
[[File:LWE_MatchUp_Tutorial_Reporting.png|link=]]
 
Once you choose what reports you want, click 'next' to continue to the Review Settings step.
 
 
==Finalize Settings==
Review and finalize your settings.
 
If there are any warnings, they will be listed here. These will need to be resolved before you can process the data.
 
[[File:LWE_MatchUp_Tutorial_Finalize.png|link=]]
 
Click 'Process!' to begin processing your file. A progress bar will be displayed.
 
Note: It is strongly recommended that you refrain from editing your spreadsheet while Listware is processing.
 
 
==Processing Complete==
Once processing is complete you can 'Map' the data points, 'Restart', or 'Close' the process.
 
[[File:LWE_MatchUp_Tutorial_ProcessingComplete.png|link=]]
 
*Map will map the data points on a web page.
*Restart will run the process again.
*Close will close the side bar.


[[File:LWE_MatchUp_Tutorial_FilledOut.png|link=]]


When you’ve entered enough characters, to where the address you are looking for is present, select it. If your selection contains a Zip+4, <Enter>, <Tab> or Keyboard Mouse selection will insert the record into your sheet and consume a credit.
==Review==
If you chose to create a report in Reporting, you will have a Listware Reporting sheet you can navigate to in your excel book.


If MatchUp determines that there are available Suites, it will return a drop down list of validated options. If an unavailable option is typed in, it will be saved, but not verified with the plus4.
[[File:LWE_MatchUp_Tutorial_Review.png|link=]]


Here you will see a detailed breakdown of your data and the cleansing process.


==Credit Usage==
When you have exhausted all your credits, MatchUp will no longer give suggested addresses, and will give you direct access to purchase more credits.


[[File:LWE_MatchUp_Tutorial_NoCredit.png|link=]]
==Save==
When you are satisfied with your data, use the Excel menu to save your spreadsheet.




[[Category:Listware for Excel]]
[[Category:Listware for Excel]]

Revision as of 18:56, 23 August 2016

← Listware for Excel Reference

MatchUp Navigation
← Listware for Excel Overview
Overview
Tutorial
Steps
Processing Range
Options
Input Columns
Output Columns
Reporting
Review Settings
Processing
Processing Results
Result Codes



After you install Listware and set your Customer License String, you are ready to use Listware. Follow along with the steps below to perform a sample project with MatchUp for Listware.


Open a Spreadsheet

Open a spreadsheet containing your data in Excel.


Select MatchUp

Select the Listware Ribbon followed by the MatchUp button.

LWE MatchUp Tutorial Select.png

The MatchUp panel will open.


Select Data

Choose what data you want to use by click-dragging a box around it and clicking the 'Select Data to Process' button.

LWE MatchUp Tutorial SelectData.png

Once your data has been selected, click 'next' to move on to the Options step.


Choose Options

Choose if you will match records and which Matching Logic to use.

For more information on Melissa Data Credits, please see Credit Costs.

LWE MatchUp Tutorial Options.png

Click 'next' to continue on to the Input Columns step.


Input Columns

Specify the input columns you want to process.

For example, if your data has Company, Address, City, State, ZIP, and Phone, you should map these columns by selecting the column in the drop-down boxes next to its corresponding column.

LWE MatchUp Tutorial InputColumns.png

Once your input columns have been mapped, click 'next' to continue on to the Output Columns step.


Output Columns

Specify what data you want to output.

LWE MatchUp Tutorial OutputColumns.png

Once your output data has been chosen, click 'next' to continue to the Reporting step.


Reporting

Specify if you want a report created and the contents of that report.

When processing is completed, you have the option of having a new sheet created and inserted immediately following the processed sheet. This reporting sheet will contain statistics and settings summarizing the processing run.

LWE MatchUp Tutorial Reporting.png

Once you choose what reports you want, click 'next' to continue to the Review Settings step.


Finalize Settings

Review and finalize your settings.

If there are any warnings, they will be listed here. These will need to be resolved before you can process the data.

LWE MatchUp Tutorial Finalize.png

Click 'Process!' to begin processing your file. A progress bar will be displayed.

Note: It is strongly recommended that you refrain from editing your spreadsheet while Listware is processing.


Processing Complete

Once processing is complete you can 'Map' the data points, 'Restart', or 'Close' the process.

LWE MatchUp Tutorial ProcessingComplete.png

  • Map will map the data points on a web page.
  • Restart will run the process again.
  • Close will close the side bar.


Review

If you chose to create a report in Reporting, you will have a Listware Reporting sheet you can navigate to in your excel book.

LWE MatchUp Tutorial Review.png

Here you will see a detailed breakdown of your data and the cleansing process.


Save

When you are satisfied with your data, use the Excel menu to save your spreadsheet.

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