The ability to automate a process can be very helpful in making your job easier. In IDEA, this means creating macros or IDEAScripts that automatically perform multiple functions in IDEA.
There are several resources you can use to either refresh your team’s IDEA skills or train a new team member.
Before any work can be done in IDEA, you’ll first need to acquire the data to be analyzed.
Here are the steps to export data from three commonly used applications; SAP, Peoplesoft and QuickBooks. Note that your exact steps may vary slightly depending on the version of software you are using.
IDEA’s Discover and Visualization tools let you take advantage of that shared visual language, letting you turn thousands of detailed line items into meaningful charts and graphs.
A common problem with importing any file into IDEA is dealing with date fields. The import assistant reads the field and does its best to determine what kind of data is being imported and what type of field to create. If there is anything in the field that doesn’t look like a date, it will either create a Numeric or Character field. Fortunately, there are ways to either correct this at the time of import or in the database after the file has been imported.
One of the best features in IDEA is that the data you import is record-locked. In other words, you cannot accidentally overtype the source data. Sometimes, say when you import a particularly nasty .pdf file, that great feature is a hindrance because the data imports correctly in most cells, but corrupts in a few cells. It would be nice if you could simply overtype the data and correct the few cells. While you can’t actually do that in IDEA, you can add an editable field in which you could enter the correct data.
Report Reader is a powerful tool for bringing PDF or print reports into IDEA. However importing the same report month after month can get time consuming and tedious, especially if the report is particularly complex and requires multiple layers and numerous fields. If the reports follow the exact same formatting, this process can be made a little easier if users are able to reuse an existing template file. This can save you from having to recreate layers and traps all over.
The SmartAnalyzer Financial App and other Audimated Apps are very powerful additions to IDEA. However, some users may find that they need a little assistance using those tools. Fortunately, there is some help built into the software that is immediately available.
The IDEAScript Vault has over 80 IDEAScripts available to any supported user. They are intended as samples and instructional materials, so you should be sure to test them carefully before using them in a production environment.
Hotkeys are a useful tool which can make navigation of IDEA data analysis software a little quicker. They allow users to work in IDEA without ever needing to use a Mouse.