IDEA Time Savers



Time Saver #1

Use Criteria to refine equations and see the results first to avoid creating unnecessary extraction databases.  Suppose you're ready to select some items to test. If you want to know how many significantly large items you have, you could index the file on the amount field in descending order. Or you could pick an arbitrary cut-off amount and do a Direct Extraction that creates a new database. But when the database is large, the dollar amount of those items is important.

Here's a more efficient approach:
  1. Set the control total so you can see the amount total in the status bar.
  2. Click on the green calculator pad at far left of status bar.
  3. Enter the formula: amount >= 50,000 (using appropriate field names and amounts, of course).
  4. Note the new control total amount and number of records/total records for the view. If the number of items or dollar amount does not meet your needs, edit the 50,000 in the criteria status window and click on the green check-mark again.
  5. When you are satisfied with the coverage and number of items, go to the File menu and select Save As. Then give the new file a name and press OK.

Time Saver #2

Use the approach mentioned in Time Saver #1 to test a complicated or compound extraction equation. By using criteria to see the results first, you avoid creating files that you might have to delete later. You save time by editing rather than recreating your extraction equation.



Time Saver #3

Shared IDEA Equations

  1. Dates parsed by slashes (uses the position of the slashes in a character date field to determine the correct date mask in a compound if equation)
  2. NTOD conversion (uses the length of a numeric date field which has been converted to character to determine the correct date mask to utilize in a compound if equation)
  3. Remove alpha (removes all alpha characters from an alpha-numeric text field)

    To download these equations
    click here.