Exporting Data from KS, Heartland - Matrix

Using the “Custom Export” to setup the Export Format

Before you can export data, you must first setup the Export format.  This is a one time action that you will need to do.  The format must be setup exactly as shown in this section for the Buying Pattern application to understand the format.   To create your export format, select the following menu items: Under your name click->Settings->Custom Exports. 

Press the “Add Export” button to create your Export Format.  You will see a screen similar to that shown below. 

First place the name “Focus 1^st” as the “Export Name as shown above.  Then you will need to define the fields to be in the new Export format (also referred to as Export Definition).  To define the fields, select a field from the left table (shown as “Available Items” and press the  key.  You will see the item move to the table on the right. 

Do this for each of the options as shown in the list below. 

Be sure to add the fields shown below:

·      Above Grade Finished SqFt

·      Acres

·      Area

·      Bedrooms

·      Baths

·      Below Grade Finished SqFt

·      City

·      Close Dt

·      Date Available

·      MLS Active Date

·      Off Market Date

·      DOM

·      MLS #

·      List Price

·      Sale Price

·      Status

·      Street Dir Prefix

·      Street Dir Suffix

·      Street Name

·      Street Number

·      Street Number Numeric

·      Street Suffix

·      Total SF

·      Total Finished SF

·      Type

·      Year Built Desc

 

Additionally, make sure to select under the “Include Column Names:” option the “Name” option button, and make sure to select under the “Separator:” option the “Tab” button as shown below.

Once you have completed the task above, save the results by pressing the  button.  You are now ready to do your MLS search and export results. 

KS, Heartland - Matrix

In selecting data from Matrix, be sure to select the option below:

Make sure that all the status options are selected.  This option will make sure that all the data that is needed to create the appropriate graphs, is collected.  

You should also make your normal selection choice by selecting other options that you would normally select in doing a CMA.  As mentioned earlier, looking at activity in specific subdivisions is a good starting point. 

It is also recommended that you include data from the last two year to enable you to see the recent patterns. 

Once you’ve selected the search criteria, press the ‘Search’ button to see the results as shown below.  Now you are ready to download the results.  To download the results, select the ‘Export’ button (as shown below. 

Note:  The first time you use the export functionality you may not see the export button as described above.  However, on the lower right side of the screen you will see an arrow pointer.  Pressing that button will show the export button.  You may also need to make sure that you have selected data.  To do so, be sure the use the “Check all” option at the top of the screen.  This will select all the data and not just the data on the screen.

Next you will see the screen shown below.  Select the “Focus 1^st” Export Grid Format (by using the drop down box).  Then press the ‘Export’ button. 

The download will now start.  Once the download starts, you will be asked if you want to save the file.  Select the save option and then choose a file name. 

Be sure to remember where you save your file.  This is the exported file that will be used to create your graphs.

You will see dialog boxes similar to what you see below.

Once you have saved your exported file, you are ready to run the application. 

When you run the application you will need to point to the exported data file, so make sure that you’ve placed the file in an easy to find place.

For instructions on how to run the application, be sure to see the tutorials located at http://www.focus1st.com.