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Tech Tip: SmartAnalyzer, Tagging Fields


Smart Analyzer Ribbon
 
A majority of the SmartAnalyzer apps have tags. If you simply select TAGGING without first selecting an individual test – all tags are displayed. Start with SELECT & RUN from the SmartAnalyzer ribbon.
 
Define Tags Dialog Box
Figure 1: All tags displayed, no test selected
 
If you select DEFINE TAGS with a set of tests (like General Ledger) selected, then only tags for that set of tests are displayed. Note that after tagging fields for a group of tests, you can SAVE your tags. The file created is saved in OTHER.ILB of your current project.
 
Define and Save Tags
Figure 2: Define and save tags for a set of test
 
If you click the TAG button for a single test, you will only see the tags for that individual test.
 
Tags Journal Entries
Figure 3: TAGS for Journal Entries with Amounts that end in 999
 
A basic Tutorial is installed with each copy of IDEA, it can be located in the IDEA folder on the Windows start menu.
 
Smart Analyzer Tutorial
 
Watch this 7-minute video for additional instruction: Getting Started with SmartAnalyzer’s Financial App.

 


Best Practices , 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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