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Tech Tip: IDEA 11 Labs: FINDING GET NEXT, GET PREVIOUS RECORDS


IDEA has @GetNextValue() and @GetPreviousValue() functions, however, there may be times that you require something slightly different. In this scenario, the user is reviewing a series of transactions that contains records of a certain transaction type, and they need to review the transactions that occurred immediately prior or after these specific transactions.

This could be used to review voids, high values, manual entries, computer logins, access card entry logs, and time duration between records.

IDEA v11.2 LABS

  • Download and install IDEA Labs, GET NEXT GET PREVIOUS. The Get Next Get Previous plugin lets you extract x number of transactions before or after a specific transaction type that is based on a specified criteria. For example, you can review transactions that occurred just before or just after a Void was entered into your Point-Of-Sale system. You can set the criteria to be all Void transactions and specify the number of records before or after the Void transactions to extract. The plugin extracts all previous and next transactions that meet the criteria.
  • Select database, Extract Type, Number of Next/Previous Records to Extract, enter Filter Criteria. Click OK.
  • Resulting database will contain the specified number of records before/after the record identified by the criteria entered.

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Result: Both record 11 and record 12 met the criteria, AMOUNT > 50000.

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IDEA Labs, GET NEXT GET PREVIOUS added 21-Jul-2020. IDEA 11.1 64-bit

 

In IDEA v9/v10

To accomplish this task via IDEA 9/10, followed by quick demo of the IDEA Lab plugin, check out this 30 minute video by Sunder Gee, CPA, CMA, CIDA.

 

Analysis of Immediate Prior and Subsequent Records

Using IDEA Equation Editor’s Next/Previous Functionality

https://youtu.be/T5a-1BvS_gI

 

Alternate method using @GetNextValue() and @GetPreviousValue() functions

 

  • APPEND FIELD: PREC_NO
    • Type: Numeric
    • Size: 0 decimal places
    • Parameter:@PRecNo()
    • Description: Physical Record Number
  • APPEND FIELD: SELECT_RECORD
    • Type: Virtual Character
    • Size: 5
    • Parameter:@If(AMOUNT > 50000, “R”, @If(@GetNextValue(“AMOUNT”) > 50000, “P”, @If(@GetPreviousValue(“AMOUNT”) > 50000, “N”, “”)))
    • Description: Do I wish to review this record?
  • DIRECT EXTRACTION: criteria SELECT_RECORD <> “”
  • R = record with AMOUNT > 50000
  • P = record immediately PRIOR to one with AMOUNT > 50000
  • N = record immediately AFTER to one with AMOUNT > 50000

 

 

 

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To upgrade to IDEA 11.2, please contact our client success team via [email protected].

If you would like help using a specific IDEA feature or function, or even have general technical questions, our Help Desk is ready to support you every step of the way!

Please contact them via [email protected] or directly at 1.888.641.2800, option 4.


Best Practices , CaseWare IDEA , Tech Tip



Posted By

By Kris Willison
Kris joined the Professional Services team in January of 2015 as a Solutions Specialist. She has an extensive background in Software and Database Development accumulated from thirty years in IT support with twenty years’ experience in database development, cleanup, audit and migration using Microsoft Access. In her time with Audimation, she has received client praise for her “Top Tier” engagement on Monitor and Scripting projects. Kris enjoys looking at problems from new angles to determine the most efficient means of meeting the clients’ needs. Kris has been breeding/showing purebred Balinese cats since 1972 and Oriental Longhairs since 1996. She also hosts one of the largest online pedigree database sites for Siamese and related breeds with nearly 600 users worldwide.


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