Data Retrieval for PReS Connect Designer

OL Connect Enterprise DataMapper
1

Is there a way for me to retrieve 2 sets of data at once for designer, one is a .csv file while the other is from an access database. I have a raw data that goes like this:

fullname 1, address, transaction 1
fullname 1, address, transaction 2
fullname 1, address, transaction 3
fullname 1, address, transaction 4
fullname 2, address, transaction 1
fullname 2, address, transaction 2
fullname 2, address, transaction 3
fullname 3, address, transaction 1

  1. The .csv will contain the 1st line of every account as this job needs to count every unique record. As for the above example, it would contain:

    fullname 1, address, transaction 1
    fullname 2, address, transaction 1
    fullname 3, address, transaction 1

  2. Then I have a database that would store the transactions for above accounts with 2 or more lines,

    fullname 1, address, transaction 2
    fullname 1, address, transaction 3
    fullname 1, address, transaction 4

    fullname 2, address, transaction 2
    fullname 2, address, transaction 3

2

There are many way to achieve this.

  • You could setup a Workflow process that modifies your CSV file by including the transaction of 2 and above.
  • You could extract the transaction of 2 and above from a SQL lookup from datamapper.

As for me, I’d rather do it in Workflow but it is up to you.