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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.
The easiest method to export data from SAP is to use SmartExporter. This tool is used to connect IDEA directly to your SAP system. It then exports the required table(s) and automatically creates a new IDEA database for you. If you don’t already have SmartExporter, please contact your Audimation Account Manager to get more information.
If you don’t want to use SmartExporter, you can still export your data to an Excel file which can then be imported into IDEA.
This will open the data in a new Excel spreadsheet which can then be imported into IDEA.
PeopleSoft supports integrations with several different reporting tools, such as Crystal, SQR, PS/nVision, Application Engine, and BI Publisher. Reports are typically created by application developers using the corresponding window-client based designer. In most cases, PeopleSoft Query is the primary data source for data from a PeopleSoft database. Users can then use reporting tools to apply additional formatting (HTML, PDF, XLS, XML, and so on) to the data to create a report.
However, if you have PeopleSoft Pure Internet Architecture access from a browser and do not have access to any PeopleSoft client tools, then you have limited options for customizing PeopleSoft reports.
To provide the flexibility to accomplish reporting tasks from Pure Internet Architecture, PeopleTools has provided a way of extracting, transforming, and distributing data from there without the need to access any client tools.
Note that these instructions are for existing queries. You may need to get a system administrator to assist you if you need to create a new query from scratch.
Exporting from QuickBooks is a straightforward task.
To sum up, many ERP systems allow some sort of “export to Excel” function, “file save as” function or “print to PDF” function that will enable you to output data for your IDEA projects. You could also create a direct link to your data using IDEA’s ODBC import capabilities, depending on your IT environment.
If you have questions about this or other IDEA functions, please give our help desk a call at:
888-641-2800 Option 4
Or email us at [email protected]
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