New Release Webinar Video: Data Compare & Move Agent Data
January 03, 2018
What You Need To Know About This Release
- Copy/Move Agent Data: Easily copy collection data between child accounts without losing data and item history.
- Data Compare: View in-line data changes between current and previously extracted data in one file.
Hello everyone, My name is Reggie Collins, and I am the marketing manager here at Mozenda, and we are excited to be here with you on this webinar. Let’s give everyone a few minutes to join, while they do that I would love to see where you are all from. Go ahead and chat in your name and where you are joining us from. Alright looks like we have some people joining.
While you guys are still joining and keep messaging me where your from and what your name is. Let me quickly remind you about our year end promotion that is going on. So as you can see we have our client appreciation promotion, which is a 20% bonus on all manually purchased processing credits. So if you go to buy processing credits we are giving you 20% more of what you purchase. To do that you just enter code clientappreciation, no spaces, when your going to check out. If you are an enterprise customer you can contact your account manager and we will get that taken care of for you.
So let me go ahead and introduce our presenters today. So you have myself as well as Kenneth Bedwell who is our support manager. A lot of you are probably familiar with him and have talked with him before. He is an expert at the Mozenda tool and so what we will do and tell you about our agenda today. So were going to cover our Copy/Move Agent Data feature and Kenneth is also going to show you our new feature which is our data compare. At the end of all of it we will do a question and answer at the end. If you have questions please feel free to send those in, we have someone answering those during the webinar as well and we can cover those at the end. Without further ado let me turn the time over to Kenneth to take it over from here.
Thank Reggie. So many of you have been using the copy and move agents, whether its to different accounts or within your own account. We have seen this has been pretty popular. We actually have had several requests to be able to copy the agent data and jobs history as well. And so for this first portion I just want to go over the copy and move agent data. So this basically gives you the option to copy or move your agent data from one account to another or within the same account. In this particular example that I am going to show you of this agent called congress bills were going to copy this data. So to do both functions, copy or move the agent data I go to the top left double gears here I can see the option to do this. I have move and copy here. So I am going to select the move button. You’ll notice here that it automatically takes the new agent name. So it’s the same name that you see at the top left here. Now I have the ability to move it to a different account. My current set up is an enterprise account I have two accounts with my Mozenda enterprise account. So moving it, I only have the option to move it to the other account. For those of you who do not have that option you will not be able to access this dropdown box. So now we have added this feature this check box. I can move the data and the job history along with the agent as well to the different account. So what this will do is take it out of one account and put it into another. It will delete all of the data and the job history from that one account and move it to the other account.
Now let’s talk about the copy agent data. So once again I am going to go up to the double gears, and select it and go down to copy. So it’s kind of the similar format, however now I can copy it within the same account which is called Mozenda or I can move it to the other account which I call account. So I can select the one I want it to go to or within the same one. And you’ll have the same option just like the move agent to copy the data and job history by selecting that.
There are certain requirements you have to have. So first off you have to be an account administrator to be able to move or copy agents and you have to have a paid account. So individual, professional or enterprise accounts have the ability to copy and move agents but they also need to be account administrators. If you would like access to this feature and you are not an account administrator feel free to reach out, for the enterprise licenses obviously, feel free to reach out to your account manager who can make the appropriate people the account administrators without any issues.
Ok, so that just about sums up the copy/move agent data. If you do have further questions on that you can feel free to chat them in. We do have someone who is answering those questions live, or you can contact our great support team.
Let’s move on to our next one, the data compare. So the data compared allows you to view changes made to items. We have gotten this request from a lot of different clients recently because a lot of people for example if we look here in the data set of stock prices we have the ability to see so this symbol means this row has changed. We have the ability to know something on the row has changed but we don’t know what changed. So now you have the opportunity to see that and I am going to show you how to do that. So before I actually show you that lets talk about the data compare and the requirements to set this up properly.
So the first thing you need to do to use the data compare properly is you need to have store item history. For some of our existing clients who we have had for several years this used to be called track history. In August of this year we changed it to store item history and made a few changes to that. To check the store item history feature, you need to go up to the double gears, select this box. Then go to harvesting settings and finally select the behaviour tab. Here you will see the option to store tiem history. You’ll notice this has to be checked to see the differences. Once this checked you’ll now be able to see items that have been added, changed, unchanged or removed. And you’ll see these icons at the top and you can select them to see the different ones. You can see the icons again on the “left” side to see the different rows. Now its important to not you need to run your agent at least twice to see items that have been changed, unchanged or removed and not just added.
The second thing that you have to have in order to see data compare and store item history is setting your unique fields. So a unique field allows you to mark certain fields as unique with the purpose of eliminating duplicates. The fields you want to set as unique should be considered anchor fields, meaning that if they are changed they are marked as added. So let’s take a look at the fields and how to do that. So If I go up the data drop down box here at the left and I select it and I go to fields I will see all the fields for this particular agent. You’ll notice here that I have two fields that are company name and symbol are marked as my unique field. I know this because of this key icon. I know that the company name is unique because its an anchor field meaning if it changed it would be a new company. So all these other fields are regular field that I want to know that are affected by prices. So if they do change I want to see them as changed. So to set a unique field all you need to do is select the box next to the field and say set unique field. It’s important to note that if I were to set this field as unique, it would remove this other two unique fields and then just set this field as unique. It’s also important to note too that by changing your unique fields, you no longer delete your data. This is an awesome feature once again with the store item history that came out in august. So in case you mess up on your unique fields or you want to see different changes you do have the ability to change your unique field without losing data history. Once I have my unique field set I can then go to my data and I am ready to see what is my data compared. So I am going to go up to the fields dropdown box here and select the data.
So, once again, just a quick review the two requirements are that you need to have store item history checked and you need to have unique fields set as well as you need to run the agent at least twice. You will be able to see what items have been added, changed, unchanged or removed. So in this particular example of the stock prices I see that a bunch of items have been changed and a few have been unchanged. So were going to take a look at what the compare data looks like.
So to enable the compare data or what we would like to call change markup you can now see there is a drop down box at the change icon. I can now select it and say show change makeup. Once I do this Mozenda will process the data and will show me the changed data, what’s been changed in each field. So if I select this first one here, I look at it. I see what was previously there from the previous run was a 04 with a slash through it. What was changed or recently added to this particular field was the green highlighted green, underlines. I can also use this by hovering over this field and selecting the change icon that appears here. Once I do this this box will appear. You’ll see that it will tell me that there has only been 1 of 1 changes. So 7.04 changed to 7.12. The first information here tells me how many characters were present in the previous run. So we know there were four characters present in the previous run, .04. The information at the right tells me how many characters were present from the most recent completed run. So what did it change to? So there were four characters that are present from the most recent completed run. Finally the center box here tells me the difference between the character count. So were there any additional characters added or taken away? So we will look at an example where there is an example between the two so you can see that. So lets select done here and look for my example.
So the brainbrain inc. company, here under the volume, is going to have a difference in character count. You can see here there are 9 characters present in the previous run, now there are only 7 characters left. Which gave us a difference in character count of negative 2. Pretty self explanatory. Finally, if I select a change that has multiple changes to it I can view the changes to it by simply selecting the arrow and it will highlight the changes so you can view them.
So lets move into how to export this data and view the data once you have exported it. Now you can export the data the same as before. So I am going to go to the double gear icon here at the left, select it and select the export option in the data tab. You will notice there is an include change markup box already checked. I can uncheck or check it if I want to change markups to be included in my file. Notice the file format has not changed and are the same. So I am going to download it as a CSV file with my change markup. So once I am here I will open this up in excel. You have many different options to use but for this example I will use microsoft excel. Now it’s important to note the reason why I am not selecting open from the CSV file is because the file is going to look different. Let’s go back to excel, here we go. So what I need to do is import my data into excel through UTF8 compatibility. So I am going to select the data tab in excel and then I am going to go to through text or CSV, select that. Once it’s here I am going to my downloads and select import. So once I am here you will notice the file origin says western europe. This can be different depending on the reason. That is why we need to change it to UTF8 compatibility, so let’s do that right now.
Select this dropdown box, I will find it right there unicode UTF8. Its common delimiter based on the entire data set and select load. You’ll notice if you look at my dataset it looks a little confusing. You can see company symbol and company name are good but now you can see in the last section all these fields that have changes have markup in them. This is called HTML encoded. So first off to recognize this and figure out what cell have the markup there is a key indicator and for those of you who are comfortable with coding and will be working with this data set you can identify those fields that have the change markup in them by the first two characters. So if we look here at the top you will see there is an equal sign with a slash and a colon. This will always be in the cells that have a change markup. So we know that in each of these cells here that have the equal signs with the slash and the colon that something has been changed.
So, what does that even mean? This means that there have been changes but in particular what has been deleted or inserted into tag elements. You’ll see here that the change that has been made is represented between two span tags. So an open and a close span tag. You can also see if I select another example, what has been deleted from a previous run, what’s been inserted, what stayed the same and what has been added and deleted again.
So let’s review this particular example, from the previous run the number 20 was deleted and the new number 19 was inserted. The period or the dot stayed the same then the 3 that was after from the previous run was removed and a 9 was inserted and finally a 5 stats the same. So by looking at this you know that the final number is 19.95. You can use that to code in to make those appropriate changes. So you can target those the two letters at the beginning of each cell with the HTML encoded to locate which cells have changes and finally this data HTML encoded to differentiate the data change from the metadata. It’s done through this way so you can tell what has been changed even if you scrape HTML as well. So that just about wraps up the data compared and the exporting feature. I am going to turn the time over to Reggie.
Awesome, thanks Kenneth! That was great. Like Kenneth mentioned, we love to hear your feedback. We are able to come up with these new features from your guys’ feedback. So if you have feedback for us please feel free to send that to us. Email us, call support, however you’d like. Let’s go ahead and answer a few questions here. Here’s one to start out with, Kenneth, for you. How can I see change markups from previous runs.
Sure thing. Going back to the web console here. That is a great question. I know a lot of you are going to want to be doing this because you can now see change markups for previous runs before this feature came out. So if we go over to the data tab, and you can either do it in history or jobs. I can select the job, the previous job and say view bookmark data or view the individual job data. So there is a difference between these two. I don’t want to go into too much detail here but what I want to do is view previous jobs to answer the question and say view the job data. So all of these have been added in this current job so there is not changes but if I go back here and I select another job. I can say view job data and it will show me the job history and the change markup for this particular job. And it even tells me the job ID right here.
Awesome. Here is another question. How does copying the data affect storage?
That is also a great question. So when you copy data in the same account your duplicating that data and the agents. So that storage will double. If you move the agent however it will remove that agent and move that agent and its storage and move it to other account. So it will not double if you are moving.
Excellent. So here is one question. Using this new feature how can they use this to help grow their business, using the compare data.
Great question. In my years in support a lot of people in retail use this for pricing analysis. Like I stated in the beginning, your able to see the difference. We know a row changed of a particular item or company. Now you have the ability to quickly identify what in the row changed. So if your looking at pricing analysis for example, you can immediately now what prices change and by how much, and that can definitely impact your business.
Thanks Kenneth. Well that looks like that is all the time we have right now for questions but if you have follow up questions please feel free to schedule a training with us or call support so we can help you out. Thanks again for joining us and we’ll look forward to seeing you on the next webinar.