Plunkett Research®, Ltd.

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How To Use CD Rom

How to use the CD-ROM Database after Installation
After installation, the database resides on your hard drive. You will not need the CD-ROM to use the program.
Click Start, point to Programs, and click Plunketts Health Industry (or the name of the book you have purchased). That’s it. The program opens and you’re ready to use it. When the program first starts, click OK to acknowledge the copyright agreement.
* The CD-ROM installs an abbreviated version (sometimes called run-time) of the powerful Microsoft Access database program at no additional cost to you. If you already have Access, you will have additional features when using Plunkett’s data such as the ability to view the entire table underlying the database.
 
Main Screen
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In the Main Screen, you will have a choice of six options. All options are available to registered CD users. In order to have full access to the CD, you must call 713.932.0000 to register. Please note that by registering the CD-ROM, you will end any trial purchase period and forfeit any right to return the book and CD-ROM. Consequently, if you are using this CD as a trial user, you should not register until you have decided to keep the product.
Main Screen Buttons
Form and List View Summary -When one of these buttons is pressed, it will show all of the company's data* in form mode or report view.
Full Company Profiles -This button will display all of the companies listed in the book and all information pertaining to each company.
Search -The Search button will let you query companies by selected criteria and display full profile information from the search.
Help -The Help button shows you how to use this program and provides helpful information.
* Displayed data: company name, address, city, state, zip code, industry code, sales of the prior year (in the thousands) and number of employees.
Exported data also includes names and titles of executives.
 
Full Company Profiles
The Company Profile view displays all of the companies in the book and the information pertaining to them.
Moving from record to record
There are two ways of moving from company to company in this screen: the arrows at the top right side of the screen; and the arrows at the bottom of the screen.
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You may also move to the first and last record by using the buttons located to the left and right of the arrows (see below).
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Exit
The button with the door and arrow will take you to the main menu of the program.
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Key Word Search
You may also use the button to find a company with a specific word or phrase in it. This button is located at the top of the screen beside the Exit button. When you click the button, a find box displays.
To do a Key Word Search, you must first type in the text that you want the search function to find. You do this by specifying a key word or phrase in the text box. In the text box, select "All" and in , select "Any Part of Field." Also, check the check-box only if you want to reject words that do not match your capitization. Generally you should not use the check-box.
If you would like to start your search from the first record, click the button. To proceed from the current record or to move to the next record, click the button.
To view the record and close the Find dialog box, click .. To resume your search, click again.
To start a new Key Word Search, simply type in a new search word or phrase in the text box.
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Form and List View Summary
With these screens, you may view the queried company data* either in Form or List view.
Sort Order Buttons
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At the top of the Form or List view screens, you may sort the data according to Company name, State, Industry Code, Sales or number of Employees.
The button located at the far right takes you back to the Main Screen of the program.
At the top of the Form or List view screens, you may sort the data according to Company name, State, Industry Code, Sales or number of Employees.
The button located at the far right takes you back to the Main Screen of the program.
* Displayed data: Company name, Address, City, State, Zip code, Industry Code, Sales ( in thousands) and number of Employees.
** Please note: All data is sorted in alphabetical order except for numerical data, such as yearly sales and number of employees, which is sorted in descending order.
 
Search
Use the Search screen to query companies by selected criteria and then display full company profiles.
Search Query Fields
By using the Search Fields, you can narrow down your company search. The more fields you choose to use, the more your search is narrowed.
If you are not sure of the exact name of a company or city, you may start your search text with an asterisk (see below). To select all companies from the database, type "*" in the field.
Search Menu Buttons
There are three buttons at the top of the Main Menu screen. The first button is the button, which starts your query. The middle button takes you to the Main Menu screen. The last of them is the button, which returns you to this menu.
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After the Search
Once you click the button, it does one of two things: if you entered the Search screen from the Main Menu screen, the Company Profile screen appears; if you entered through the Export screen via MS Excel, the MS Excel Output screen appears.
 
Exporting Data
The Export Screen allows you to export queried data* in either Text or MS Excel format. This is done by clicking the Excel or Text button.
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Export Excel Screen
The first screen that the Excel button takes you to is a Search screen. This screen is identical to the Search screen in the Main Menu. The link below takes you to the Help Box that shows you how to use the Search screen.
Once you have completed the search, the Export screen for Excel displays. It contains the result of your search which will be exported to Excel.
Excel Buttons
In the Excel Export screen, you have a choice of three buttons: ; ; and . Click the button to start exporting data. Click to return to the Main Menu. To view a Help screen, click .
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Saving an Excel Export
Once you click the button, the box displays. In the box, chose a folder for saving the Excel file. (The default is My Documents). Use the drop-down arrow (circled in red) to select the path for saving the file.
Once the path has been selected, you may name it or accept the given default name of "frmViewExcel" (circled in blue).
Once you have completed the above steps, click the button to export the file.
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Text Export Screen
The Text Export screen exports data as text from the CD-ROM to a new file. These exported text files can then be used by a wide variety of software applications, such as databases, word processors or contact managers.
By using the fields, you can narrow down your Export Search. The more fields you choose to use, the more your search will be narrowed.
If you are not sure of the exact name of a company or city, you may start your search text with an asterisk (Look at the Search section above to see how it's done.). To select all companies from the database, type "*" in the field.
If you wish to change the name of the new file or the folder in which it is saved, you may do this in the box.
The default file name is "OUTPUT.txt." You may change this name to whatever you want. Just remember to add ".txt" to the new name.
Example: " newtextfile.txt"
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Once you set up the query and the save location, you can export the data.
To start the export, click the button.
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