Download - MasterMine Software

Transcript
Once you’ve selected your criteria and hit “Finish”, the data are extracted from
GoldMine and presented for further arranging and formatting in your Excel
environment.
Before you go on however, consider these thoughts about the selections you make in
the MasterMine interface:
•
The fewer files and fields that are referenced, the quicker your data refreshes.
This is a very important consideration if your data files are large.
•
If you are working with more than 100,000 records in your queried files, be sure
you have at least 100MB of unused RAM available. Otherwise, data refreshing
and re-calculating can be very slow. A sure sign of memory shortage is if your
hard drive seems to be working very hard during a long data loading/refreshing
process. It’s probably swapping data with your memory, which is a tedious and
unnecessary process. Getting more RAM is well worth it.
•
The end of this guide includes a handy reference (see page 120) that tells you the
fields and functions contained in various GoldMine files.
•
Excel 2000 and earlier can display only fields containing fewer than about 9000
unique values. This DOES NOT mean that MasterMine can’t be used on your
system if you have more than 9000 records in your database. Here are several
suggestions for dealing with this limitation:
1. Get Office XP or higher. Each successive version dramatically raises the
memory limits.
2. Consider that fields with many unique values (like Company, or Contact) can
still be accessed in “drill-down” mode. So any time you need a detailed list
of companies that meet various criteria, simply double-click on a pivot table
segment that targets the records you want to see, and all contact info will be
there.
3. Use filtering criteria (see page 45 above) to limit your overall query
LOOSELY around the specific information you want to see. There is plenty
of opportunity to further refine your selection once you have the information
in your MasterMine workbook. Using filtering criteria up front, however,
may help reduce your overall selection to a more manageable level.
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