Better Business Through Data Analysis & Monitoring My Account

Using Editable Fields in IDEA

Tech Tip Explains How to Enter Correct Data for PDF Files

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.

Here’s how you can go from “7E877.69” to “73,877.69”.

Screenshot of error in data and how to correct it with editable fields

Append Field Dialog Box

Enter a name in Field name. It cannot be the same as any other field in the database.

Click the drop down for Field type and choose Editable Numeric.

Enter 2 for the Number of decimals. Click the Equation Editor icon to bring up the Equation Editor. In this example, the native field, SALES_PLUS_TAX, imported as a character field; so @CurVal was used to convert the data to numbers. Anywhere there are characters mixed into the numbers will display as an Error in the new field.

Click OK to create the new field.

The red “Error” stands out against the rest of the data, making it easy to find and correct any corrupted data.

Screenshot showing Error in Data Set

To correct, just type the correct amount into the editable cell.

Screenshot of Using Editable Field Showing Corrected Data

Once you create an editable field, you cannot modify the formula used to create it. If you made an error, you’ll need to recreate the editable field.

There are four ways you can add an editable field:

  • Append Field – as was shown in this example
  • Field Manipulation – then choose Append Field
  • Direct Extraction – click the Create Fields button
  • Import – at the Create Fields screen that displays when importing Delimited, Fixed length, EBCIDIC, or dBASE file types

There are four editable field data types:

  • Editable Character
  • Editable Numeric
  • Editable Date
  • Editable Time

If you have questions about this, or other questions about IDEA, please give our help desk a call at 888-641-2800 Option 4. Or email us at helpdesk@audimation.com

Print

Number of views (1770)/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
The Power of Field Statistics
7 March 2018

The Power of Field Statistics

IDEA Tech Tip

IDEA’s Field Statistics can save you a wealth of time. It should be the first thing you go to after importing a file. Why?

Read More

Using Data Analytics to Prepare for Fieldwork
20 February 2018

Using Data Analytics to Prepare for Fieldwork

Automating High-Risk Transactions with IDEA

See how a global corporation used IDEA to develop an automated process to prepare auditors for on-site work.

Read More

People. Processes. Tools.
5 February 2018

People. Processes. Tools.

Successful Integration of Data Analytics

Expert IDEA users share their experiences and advice for building and sustaining a successful data analytics program.

Read More

Planning & Scoping Your Audit with Data Visualization
1 February 2018

Planning & Scoping Your Audit with Data Visualization

Data-Driven Insights Save Hours of Effort

Here are some ways IDEA can help you plan and scope an audit using the data visualization features within IDEA.

Read More

Classroom Collaboration at University of Missouri - St. Louis
30 January 2018

Classroom Collaboration at University of Missouri - St. Louis

Student Learn to Develop Analytic Tests

Masters students attending the University of Missouri - St. Louis share their results using data analytics to assess risk, test 100% of the data population.

Read More

Do One Thing Every Day that Scares You
30 January 2018

Do One Thing Every Day that Scares You

Virginia Tech Students Gain Confidence Using Data Analytics

Learn how Associate Professor of Practice Nadia Rogers, CPA, introduced students to IDEA, including types of audit tests that can be performed within the software and various documentation aspects of an audit engagement.

Read More

New Features in IDEA 10.3
29 January 2018

New Features in IDEA 10.3

IDEA now runs faster and offers more flexibility than ever before

The latest version of IDEA introduced a host of new features and improvements.  IDEA now runs faster and offers more flexibility than ever before.

Read More

5 Ways Data Analytics Saves Time
26 January 2018

5 Ways Data Analytics Saves Time

Turn Hours of Work into Minutes

5 time-saving ways data analytics can help you shrink your audit time, while improving the quality of your work.

Read More

Tired of Wrangling Cumbersome Client Data?
24 January 2018

Tired of Wrangling Cumbersome Client Data?

10 Ways Our Importing Services Make it Easy

10 reasons to try our data importing services, which save you time, effort and undue frustration. 

Read More

A Journey in Using Data Analytics
24 January 2018

A Journey in Using Data Analytics

Testimonial from Brian Cullum

Read how Brian Cullum used IDEA to help identify a multi-million-dollar fraud based on the overstatement of the borrower’s lending base.

Read More

Planning & Scoping Your Audit
15 January 2018

Planning & Scoping Your Audit

With Data Visualization

Data visualization is changing the way auditors are communicating with their audiences. Easy planning, find risk areas and prioritize your scope of work.

Read More

Infusing IDEA into Your Organization
16 November 2017

Infusing IDEA into Your Organization

Building a successful and sustainable data analytics program requires a mix of people, processes and products...it all starts with collaboration.

Read More

Using Nested @Functions()
16 November 2017

Using Nested @Functions()

IDEA Tech Tip

Combining @functions in creative ways can open a wealth of new capabilities that you may not have known your IDEA software is capable of.

Read More

IDEA 10.3 Now Available
15 November 2017

IDEA 10.3 Now Available

CaseWare Analytics Launches Update

Newest release of CaseWare IDEA introduces key features and enhancements to help auditors, accounts and other finance professionals improve their audits.

Read More

RSS