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. 49