Editing the method

The steps behind a month, and how to change them.

Every month is produced by a method: a saved set of steps that turns your files into the month's figures. The month view lists the steps in order, and Edit the method opens them.

The steps you will usually see

Read files	Reads each source, with the row count.
Set aside at read	Rows left out as the files are read, such as failed charges, with the number and dollars.
Match customers	Joins records that belong to the same customer.
Add columns from a list	Adds a customer list's columns to each payment.
Set aside repeats	Rows that repeat rows already read.
The month	The month itself, with its total.

Each step shows what it did: how many rows it touched and how many dollars moved.

What you can change

Filter rows: keep rows by source, plan or amount.
Value map: read one plan name as another.
Formula: an expression on the amount.
Band: sort amounts into named ranges.
Fill blanks: fill the blanks in a column.
Alter columns: choose which columns come along.
Assign key when missing: give rows with no customer a stand-in.
Join: bring extra columns from a second file.
Convert currency: read every amount in one currency.
Combine rows: stack rows from two sources into one set.
Bridge gaps: carry an amount over a single missing month.
Add constant: add one label to every row.

Steps run in Morevy's calculation, not in the AI.

Asking for a change in plain words

On the month view, select Tell the analyst what to change and describe what you want, for example convert every amount to US dollars before duplicates are removed. Morevy proposes the step and where it goes in the method. Nothing changes until you accept it.

When a step is refused

If a step cannot run, the month view says Run refused and Next · open the method and resolve the refused step. Open the method to see which step was refused and why.