Better Business Through Data Analysis & Monitoring My Account

Using Nested @Functions()

IDEA Tech Tip

One of the most powerful tools in IDEA is the ability to create equations, save them as “.eqx” files, and share them with colleagues. By utilizing the list of @functions in the Equation Editor, you can filter data via Criteria or append new fields to your database. Learning to combine the many different functions in creative ways can open a wealth of new capabilities that you may not have known your IDEA software is capable of.

Syntax

All of the functions used in the IDEA Equation Editor start by typing the “@” symbol followed by the function name and a set of parentheses which contain the parameters that must be entered for the function to work. The parameters are different for every function. Fortunately, the equation editor provides you with a detailed description of each function, including the parameter definitions and examples of use.

To view the description for an @Function, open the Equation Editor and select the one you are interested in. The description will appear in a window on the right.

@Ctod function converts dates stored with a Character field type to a Date field type in IDEA

The first parameter is usually the value being evaluated. In the screenshot above, the @Ctod() function asks for a string. This could be a Character field or could be just written text.

Nesting

You can use an @Function in place of a string or parameter inside another @Function. This is commonly called “nesting.” Nesting is very useful when the string’s or parameter’s value would change from record to record.

When building a nested IDEA equation, it may be helpful to think of it as being very similar to an algebraic equation since they use many of the same rules. For example, the “Order of Operations” rule in algebra dictates that operations within parentheses occur before those outside. This is true when writing IDEA equations as well.

Example:

Let’s say you have three Numeric fields called MONTH, DAY, and YEAR. You’ll need to concatenate those fields into a single Date field if you want to do any sort of aging or other date related analytics. It’s important to note that Numeric fields cannot be concatenated, so the data in the three numeric fields must first be converted to character data, then concatenated. Once concatenated, the resulting value would need to be converted to a date data type. All these steps can be performed with one nested equation similar to this:

@Ctod(@Str(MONTH, 2, 0)+@Str(DAY, 2, 0)+@Str(YEAR, 4, 0), "MMDDYYYY")

As noted above, the syntax for the @Ctod function is @Ctod(String, Mask). This part of the equation, @Str(MONTH, 2, 0)+@Str(DAY, 2, 0)+@Str(YEAR, 4, 0), serves two purposes. It converts the numeric values in the Month, Day and Year fields to character data type and is used as the String in the @Ctod function. This part of the equation, "MMDDYYYY", is the Mask. The equation only works because the operations inside the inner most parentheses were completed first.

We hope this will be very helpful to your team. And, as always, if you have questions about this Tech Tip or other IDEA questions, please give our help desk a call at:

888-641-2800 Option 4
Or email us at helpdesk@audimation.com

Print

Number of views (1844)/Comments (0)

Brad Newman

Brad Newman

Other posts by Brad Newman
Contact author

Please login or register to post comments.

Name:
Email:
Subject:
Message:
x
Global Chemical Company Automates Risks Identification with CaseWare IDEA
14 September 2018

Global Chemical Company Automates Risks Identification with CaseWare IDEA

Global corporation used IDEA to standardize & develop an automated process to comply with anti-corruption policy.

Read More

Telecommunications Provider Turns Two Days of Work Into 20 Minutes with CaseWare IDEA®
14 September 2018

Telecommunications Provider Turns Two Days of Work Into 20 Minutes with CaseWare IDEA®

Auditors Analyzing Hundreds of Millions of Records to Track Buying and Usage Patterns

One of the world’s largest telecom companies' internal audit team leverages tech to analyze trends, tendencies & patterns within customer & financial data.

Read More

Exploring IDEA's Built-In Power of Python
20 August 2018

Exploring IDEA's Built-In Power of Python

IDEA Tech Tip

With the release of version 10.3, IDEA created a buzz with its implementation of the Python scripting language, thereby taking a huge step towards having a more robust coding environment.

Read More

Sharing IDEA Data Using IDEA's ODBC Driver
18 July 2018

Sharing IDEA Data Using IDEA's ODBC Driver

IDEA Tech Tip

Read More

Oncor Achieves Operational Efficiencies with CaseWare IDEA
25 June 2018

Oncor Achieves Operational Efficiencies with CaseWare IDEA

Oncor's internal audit team needed to acquire years of data from different environments and formats to help improve processes and efficiency levels.

Read More

Analyzing the Past to Predict the Future with Trend Analysis
18 June 2018

Analyzing the Past to Predict the Future with Trend Analysis

In business, predicting the future is never an easy task. But IDEA can help as long as you have the right data, and Trend Analysis can help.

Read More

2018 IDEA® User of Excellence Award Winner Selected
15 June 2018

2018 IDEA® User of Excellence Award Winner Selected

Jennifer Girard, CIDA with American Red Cross Recognized for Exceptional Use of Data Analytics

Jennifer Girard, Sr Auditor with the American Red Cross is the recipient of the 2018 US IDEA UoE Award. She utilized IDEA to assist Finance Department during a natural disaster.

Read More

The Rules of Nature and Audit
6 June 2018

The Rules of Nature and Audit

What’s missing is often as important as what’s present. The rules of nature apply very well to audit if you consider, “Everyone knows it, but do you test for it?”

Read More

Using IDEA to Import QuickBooks General Ledger Data
4 June 2018

Using IDEA to Import QuickBooks General Ledger Data

The General Ledger is typically the starting point to an expanse of detailed information, see a step-by-step guide on how to get a readable version in idea.

Read More

New Features in IDEA 10.3 Part II
10 May 2018

New Features in IDEA 10.3 Part II

IDEA Tech Tip

In a recent article, we introduced the improvements to Stratified Random Samples and Python integration added in IDEA 10.3. But that’s just a small part...

Read More

Cargo Company Swaps Programming-Intensive Data Analytics Software for CaseWare IDEA
10 May 2018

Cargo Company Swaps Programming-Intensive Data Analytics Software for CaseWare IDEA

Auditors Achieve More Success in First Year with IDEA Than 5+ Years with Other Tool

With the entire audit team up and running using data analytics, they are finding new ways to integrate IDEA into other areas of the business and automate repeatable processes.

Read More

Maximizing Your Environment - Global Variables
8 May 2018

Maximizing Your Environment - Global Variables

Consider scope to be a building in which people work. The tools required to accomplish their tasks will of course be housed in that building, but in scripting it’s important to determine which tools need to be shared among the buildings.

Read More

Tips on Acquiring Data
8 May 2018

Tips on Acquiring Data

An IDEA User Shares Frequent Practices

When working with rows and columns of data to spot suspicious behaviors, fraud and errors can look very similar to one another. While Yeriazarian often uses Excel as an interim format for data, he also understands there are several avenues to navigate before getting the right data.

Read More

Identifying Churn in AR
19 April 2018

Identifying Churn in AR

IDEA Tech Tip

Customer churn (customer attrition, turnover, or defection) is when a customer decides to stop engagement with your company. IDEA can help easily identify “churn” in accounts receivable by following these steps...

Read More

RSS