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Chapter 19: @Functions


CaseWare IDEA 10 Tutorials

Chapter 19: @Functions Transcript


IDEA comes equipped with over 100 built-in functions to help with exception testing. In this exercise, we'll look at how to access these functions and use one to test for transactions which happened on a Sunday.

To start, open the Sales Transactions database, ensure data is selected in the properties window and that no criteria are in place. Click the Analysis tab, and then click Direct in the Extract group. Call the new database Sunday Transactions or something similar and then click the Equation Editor button. We looked at the equation editor earlier when entering a direct extraction, but the equation editor also gives you access to all the built-in functions in IDEA.

If you expand the Date/Time grouping, you can see all the functions which pertain to Date and Time analysis. We are searching for all transactions on a Sunday, so we need to isolate a specific day of the week. The @Dow or Day of Week function will do this for us.

When you select Dow in the list, it activates the help for this function as well. Double click Dow to enter it in the equation box. The syntax line is now active and prompting us to provide a date parameter to evaluate. Enter the Transaction Date in the Equation.

Now I want to evaluate each entry to see which transactions actually took place on a Sunday. According to the first paragraph of the help, Sunday is equal to 1; so I write that into the equation as well. Validate the equation and exit.

You are returned to the Direct Extraction dialog box. Click OK to run the equation. The new database should have 90 records.


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