Exporting Data from CA, SANCAR - Matrix

If this is your first time exporting data, you must first setup an export format.  To see instruction on setting up an export format select this link…

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.   

Note:   To export data, you will need to do this in two steps.  The first step is to export all status items except the Expired results.  Set the expired date to 1/1/2010+ to limit the amount of data.  Follow the instructions to export those results to a file.  Then do a separate search which would export only Expired results (with the same expired date of 1/1/2010+).  Export those results.  You will then need to read in two files into the Visual Pricing System to get the complete data.  This means you should set the “Enable Multiple Export File Read” option in the configure area of the Visual Pricing System. 

 

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. 

Next you will see the screen shown below.  Select the “Focus 1st” 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 files.   These are the exported files 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 location.

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

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: My MatrixgSettingsgCustom 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 1st” 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. 

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

 

Note: Be sure that you create the export format with the items show below:

·      Baths Full

·      Beds Total

·      Close Date

·      Close Price

·      DOM

·      List Price

·      Listing Date

·      MLS Number

·      Off Market Date

·      Sq Ft total

·      Status

·      Status Change Timestamp

·      Street Dir Prefix

·      Street Dir Suffix

·      Street Name

·      Street Number

·      Street Suffix

·      Style

·      Unit Number

·      Year Built

 

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. 

To see how to export data now, select this link…