PowerTool Help

 

Introduction
Match2 reads in a Primary and Auxillary file, matching data in one or two fields, and writes out matching and balance (non-matching) records to one or two output files. This flexible tool provides an easy way to perform a ZIP-Select, as well as merging a customer file with updated data from another source. Merge2 is a similar tool that is used to match primary and auxillary records, build a match set, and write a merged output record, such as merging customer name in a primary file with seats purchased at an event, or a tax ID number in a name and address file with records of personal property owned by tax ID.

Create and execute a new job
1) Select a Work Folder to display available input files.
2) Select a Primary Input File from the menu.
3) Enter a file format.
For fixed-length records, enter the numeric record length.  For delimited, enter the delimiting character, or TAB for tab-delimited.
Enter EXCEL for Excel (XLS, XLSX) files.
4) Select an Auxillary Input File from the menu, to compare with the Primary Input file.
5) Enter a file format.
For fixed-length records, enter the numeric record length.  For delimited, enter the delimiting character, or TAB for tab-delimited.
Enter EXCEL for Excel (XLS, XLSX) files.
6) Enter a field location (from/to range, or field number) to match with the Auxillary Input file.
Optionally, enter a second field to also match with the Auxillary file.
7) Enter a field location (from/to range, or field number) to match with the Primary Input File.
If you have a second Match Field specified for the Input file, specify a second Match Field for the Auxillary file as well.
8) Enter a file name for the Primary (matching) output records.  The file format will be the same as the Primary Input file.
Optionally, you may enter a file name for the Balance (non-matching) output records.
9) You may extract data from your Auxillary Input file and insert it into your Primary Output file.
To do so, enter up to two field locations to extract from, and the location where to insert them.
10) To save your job to run later, click the [FILE] menu, and select the [Save Parameter] option. To save and run your job, click [FILE], then [Save and Run Job], or click the [Save and Run Job] button at the bottom.
*) Your job information will be saved and run as required.
You will receive an email notification when the job is complete, and your output file(s) will be available in your FileBox folder for download.

View or edit an existing job
1) Click [FILE], and select [Load Parameters].
2) Select the previous job by name and date from the menu, and click [Open Parameter].
*) The job parameters will load on the page.
tip: The parameter is saved based on the output file name, so it can sometimes be faster to retrieve a previous job and edit it, rather than starting from scratch every time.
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