Combining @functions in creative ways can open a wealth of new capabilities that you may not have known your IDEA software is capable of.
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.
Are you having an issue with Date fields importing as Character or Number fields? Learn how to correct this before or after importing in your database.
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.
Getting data from PDFs and print reports can be tricky. Learn how you can save time using templates in IDEA's Report Reader to get the data you need.
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.
Quit getting hung up on trying to get the right data subset. Check out the IDEAScript Vault for over 80 macros ready to get the data you're looking for.