Basic IDEA Training

Training IDEA Basic

IDEA BASICIDEA BASICIDEA BASICIDEA BASIC

- Introducere -

1

Change the active Working Folder with the following procedure:

1. Select File > Set Working Folder.


- Introducere -

2

Alternatively, click the File Management button on the File Explorer toolbar, and then select Set Working Folder.

The Specify Working Folder dialog box opens.

2. Navigate to and select (double-click) C:\IDEACOURSE as the Working Folder.

IDEA stores all data files, equations, record definitions, and views for the project in the specified Working Folder.

3. Click Open. The Project Properties dialog box opens.

4. In the Project Properties dialog box, enter the following details:

• Project name: IDEA Introductory Course • Period: December 31, 2006

5. Click OK.

You can leave the fields

empty or click Cancel


- Introducere -

3

When you start a new audit or project, the Working Folder will usually be empty. You have to import files into IDEA before they are visible within the File Explorer window. For the Working Folder that you have just specified (C:\IDEACOURSE), there is already a sub-folder called VisConnect. The databases contained within this sub-folder will be used in subsequent exercises.


- Importare fisiere in IDEA -

1

Selectam icon-ul de import fisiere sau

din meniul:

File→Import Assistant→

→Import to IDEA

Selectam tipul fisierului pe care vrem

sa il importam

A. Dupa ce am ales tipul fisierului (in

acest caz document Excel),

B. selectam butonul de cautare al

fisierului pe hard

A. Cautam fisierul pe hard si il

selectam,

B. apoi selectam butonul Open pentru

a deschide fisierul

A

B

A

B


- Importare fisiere in IDEA -

2

Selectam butonul Next

A. Selectam foile de calcul din excel

pe care vrem sa le importam

B. Prima bifa importa primul rand din

tabel ca nume pentru coloanele

respective; a doua bifa importa

celulele goale de tip numeric cu

valoarea 0

C. Selectam OK pentru a importa

Acesta va fi rezultatul final

A

B

C


- Functii -

1

Aceste functii pot fi gasite in IDEA in partea din dreapta in cadrul ferestrelor de editare a functiilor

Character @Functions

The following @Functions are used for text manipulation and conversion. Date fields can also be used as a string in these @Functions.

@alltrim - Removes all leading and trailing spaces.

@chr - Provides the character equivalent of a specified ASCII code.

@comparenocase - Ignores uppercase letters when comparing expressions.

@curform - Determines the format of Numeric fields.

@delete - Deletes specified characters from a string.

@findoneof - Finds records with at least one specified character.

@getat - Returns the character that appears in a specified numeric position.

@insert - Inserts a string into an existing expression.

@isblank - Reveals blank field entries.

@isin - Determines if a record contains a specific character string (case sensitive).

@isini - Same as @isin, except it is not case sensitive.

@justletters - Returns a string with all the numeric characters removed.

@left - Returns the specified leftmost characters in a string.

@len - Returns the maximum length of a cell.

@lower - Converts all characters in a string to lowercase.

@ltrim - Removes leading spaces.

@mid - Extracts a portion of text from within a string.

@proper - Capitalizes the first letter of each word in a string.

@regexpr - Matches character expressions using a strict set of rules.

@remove - Eliminates all instances of a specific character.

@repeat - Repeats an expression.

@replace - Replaces characters with a specified expression.

@reverse - Reverses the order of characters in a string.

@right - Isolates the specified rightmost characters in a string.

@soundex - Returns the sound code for a word.

@soundslike - Determines whether two words are phonetically alike.

@spacestoone - Removes extra spaces from a character string.

@spanexcluding - Returns the leftmost characters in a string that appear before a specified character.

@spanincluding - Cuts off a string at the first instance of a non-specified character.

@split - Breaks a character string into segments separated by characters, such as spaces or commas, and returns a specified segment.

@str - Converts numeric expressions to character.

@strip - Removes all spaces, punctuation and control characters.

@stripaccent - Removes an accent from an accented character.

@trim - Removes trailing spaces.

@upper - Applies all caps to text.


- Functii -

2

Numeric @Functions

Use the following @Functions to perform calculations on numeric values and for conversions to numeric values.

@abs - Returns the absolute value of a numeric expression.

@ascii - Provides the ASCII value of a character.

@curval - Converts Character fields to Numeric.

@exp - Calculates the exponent of a number.

@int - Returns the integer of an expression.

@isfielddatavalid - Returns a 1 if the data in the field is valid, or a 0 if the data is invalid.

@justnumbers - Returns all the numbers (leading and trailing).

@justnumbersleading - Returns the leading numbers.

@justnumberstrailing - Returns the trailing numbers.

@log - Calculates natural logarithms.

@log10 - Calculates logarithms of 10 to a specified value.

@max - Returns the greater value of two numeric expressions.

@min - Returns the smallest value of two numeric expressions.

@precno - Returns original record numbers.

@random - Generates a random number.

@recno - Returns the present record numbers in an indexed database.

@round - Rounds to the specified number of decimal places.

@seed - Sets the random number seed.

@sqrt - Calculates square roots.

@stratum - Groups records by interval.

@val - Converts character expressions to numeric.


- Functii -

3

Date and Time @Functions

The following @Functions compute date and time calculations or conversions such as converting dates stored in other formats into the IDEA Date

format.

@afternoon - Returns a number indicating whether the specified time is in the morning (AM) or evening (PM).

@age - Calculates the number of days between two dates.

@agedatetime - Returns the number of seconds between two dates and times.

@agetime - Returns the number of seconds between two specified times.

@ctod - Converts character dates to IDEA Date format.

@date - Returns the system date on your computer.

@day - Returns the day in a date expression.

@daystod - Converts a number of days since Jan. 1, 1900 to IDEA Date format.

@dow - Returns the day of the week.

@dtoc - Converts date expressions to character.

@dtodays - Reveals the number of days between Jan. 1, 1900 and a specified date.

@dtoj - Converts dates to Julian format.

@finyear - Returns a string representing the financial year that a date falls in based on the specified year-end.

@format12hourclock - Returns a string representing time formatted as HH:MM:SS TT where TT represents AM or PM.

@hours - Returns the hours portion of the specified time as a number.

@jtod - Converts Julian dates to IDEA Date format.

@lastdayofmonth - Returns the last day for any given month and year combination.

@minutes - Returns the minutes portion of a specified time as a number.

@month - Returns the month in a date expression.

@ntod - Converts a numeric expression into IDEA Date format.

@qtr - Returns a number between 1 and 4 representing the quarter a given date falls in based on the year-end specified.

@seconds - Returns the seconds portion of the specified time as a number.

@time - Returns the current system time on your computer.

@ttoc - Converts a time or number into a string with the HH:MM:SS format.

@workday - Returns 1 if the specified date falls between Monday to Friday and 0 if the date falls on a Saturday or Sunday.

@year - Returns the year in a date expression.


- Functii -

4

Matching @Functions

The following @Functions identify flags or multiple items.

@between - Determines if a numeric expression falls within a specific range.

@betweendate - Returns a number indicating whether a date value falls within a specified range (1) or not (0).

@betweentime - Returns a number indicating whether a time value falls within a specified range (1) or not (0).

@bit - Identifies a bit value.

@bitand - Masks out unwanted bits.

@bitor - Sets required bit.

@list - Determines which criteria in a list of values is met by an expression.

@match - Determines which criteria in a list of values is met by an expression.

@nomatch - Determines if an expression meets none of the criteria in a list of values.

Conditional @Functions

Use the following @Functions to produce different results based on a condition or conditions.

@compif - Determines if a record satisfies certain criteria.

@if - Indicates whether an expression meets a certain condition.

Financial @Functions

Financial @Functions determine various values for loans and investments. All financial @Functions return numbers with many decimals. To display

them as currency, you must specify the number of decimal places when defining a Numeric field. The returned valued is then rounded (not truncated).

@db - Calculates the fixed declining-balance depreciation.

@ddb - Calculates double declining-balance depreciation.

@fv - Calculates the future value of an investment.

@ipmt - Calculates the interest payment for a given period.

@irr - Calculates internal rate of return.

@mirr - Calculates modified internal rate of return.

@npv - Calculates the net present value of an investment.

@pmt - Returns the total payment amount on a loan.

@ppmt - Returns the principal payment amount on a loan.

@pv - Returns the present value of an investment.

@rate - Calculates the interest rate of an investment/loan.

@sln - Returns the straight-line depreciation of an asset.

@syd - Returns the sum-of-years digit depreciation for an asset.


- Functii -

5

In continuare vom detalia functiile cele mai uzuale

@ALLTRIM

Removes leading and trailing spaces from Character fields. It can be used to format output, for example, when adding titles and initials to name fields

in preparing circularization letters.

It can also be used when comparing the contents of text fields. For example, when using the @match, @nomatch and @LIST which carry out an

exact match on a field including leading and trailing spaces, @alltrim can be used to remove any leading or trailing spaces before comparing the

fields.

To remove just leading or trailing spaces, use @ltrim or @trim respectively.

Syntax

@alltrim(String)

Parameter

String - The character expression or field for which you want the leading and trailing blanks to be removed.

Example

@alltrim('' CASEWARE '') will return ''CASEWARE''

@match(@alltrim(ACCOUNT), "A12", "B23455", "B9999")

@LEFT

Returns the specified number of leftmost characters (Number) from the string or Character field. Use with @ltrim to remove leading spaces, if

required.

Syntax

@left(String, Number)

Parameters

String - The character expression or field from which you want the specified number of leftmost characters.

Number - The number of leftmost characters you want from the character expression or field.

Example

If an inventory code compiled of a series of codes, contains the warehouse code as the first 3 characters, use @left as in the example below

INVENTORY

(C 20)

@left(INVENTORY , 3)

(Virtual Character, Len 3)

ABC-X-1234 ABC

DAX-P1234-9999 DAX


- Functii -

6

@LEN

Reviews a string expression and returns the length of the string.

It can be used when examining a password file to test for any passwords less than a minimum length, such as 6. It can also be used with other

@Functions, such as to pick up the last three letters in a name or product code @mid(name,@len(name)-3,3).

Syntax

@len(String)

Parameter

String - The expression or field of which you want the length.

Example

@len(''A1234'') will return the value 5.

@len(@trim(NAME)) where NAME is a Character field will return the following:

NAME

(C 12)

@len(@trim(NAME))

(Virtual Numeric, 0 Dec.)

COUNT 5

COUNTER 7

Note

@len(C_FIELD) would return the width of the field C_FIELD (including trailing spaces). If using @len on a Character field, it is necessary to trim the

field of spaces before calculating the length as in the example above.

@MID

Extracts a sub-string of a Character field. The Character field or string, the start position of the sub-string within the string and the number of

characters required must be specified. The most common use is to pick out a sub-code in a structured account code. For example, to identify all stock

records for a particular warehouse where the warehouse number is embedded in the stock part number (6th and 7th characters).

Syntax

@mid(String, Number1, Number2)

Parameters

String - The field name.

Number1 - The start character in the string.

Number2 - The number of characters required.

Example

@mid(''A123-OP-3'',6,2) will return ''OP''.

@mid(PART,6,2) where PART is a Character field will return the following:

PART

(C 12)

@mid(PART , 6 , 2)


A123-W1-9 W1

A500-W3-8 W3


- Functii -

7

@RIGHT

Identifies the specified number of rightmost characters in the character field or string (including trailing spaces). Use with @trim to remove trailing

spaces, if required.

Syntax

@right(String, Number)

Parameters

String - The character expression or field from which the rightmost characters are required.

Number - The number of rightmost characters required.

Example

If an inventory code compiled of a series of codes, contains the product code as the last 4 characters, use @right as in the example below to extract

the product code.

INVENTORY

(C 20)

@right(@trim(INVENTORY) , 4)


ABC-X-1234 1234

DA-P1234-9999 9999

@CTOD

Converts a Date field which is stored in character format with the specified date mask into a Date field with IDEA Date format.

Syntax

@ctod(String, Mask)

Parameters

String - A date or Date field stored in character format that you want to convert into the IDEA Date format (YYYYMMDD).

Mask - The format the date is currently stored in.

Example

@ctod(''12-MAY-1999'',''DD-MMM-YYYY'') will return the date ''19990512''.

@ctod(OPENDATE,''DD/MM/YY''), where OPENDATE is a Character field with the mask (format) DD/MM/YY, will return the following:

OPENDATE

(C 8)

MASK

(C, 8)

@ctod(OPENDATE,"DD/MM/YY")

(Virtual Date)

22/10/99 DD/MM/YY 19991022

03/11/59 DD/MM/YY 19591103

To extract all accounts opened before 31/03/1999, use the following extraction equation:

@ctod(OPENDTE, ''DD/MM/YY'') < ''19990331''


- Functii -

8

@MONTH

Returns the month, in numeric format, from a date. This may be used when analyzing trends in sales, purchases, and so on. by the month in a year to

show seasonal trends.

Syntax

@month(Date)

Parameter

Date - The date expression or Date field for which you want to extract just the month in numeric format.

Example

@month(PAID_DATE) will return the following:

PAID_DATE

(D)

@month(PAID_DATE)

(Virtual Numeric, 0 Dec)

1999/12/25 12

2000/01/31 1

@IF

Tests a specified condition and it the result is true (non-zero) then this @Function returns true_result, otherwise it returns false_result. The result

fields types may be either string or numeric, but both (true_result and false_result) must be the same.

Syntax

@if(condition, true_result, false_result)

Parameters

Condition - The test applied to a field or value that will evaluate to true or false.

True_result - The value that will be returned if the condition is true.

False_result - The value that will be returned if the condition is false.

The syntax of @if is the same as used by Lotus 1-2-3, Microsoft Excel [where the syntax is =IF()] and other spreadsheet packages. It's use is best

explained using examples.

Example

@if(AMOUNT > 10000,1,0) will return 1 (TRUE) if amount is greater than 10000, otherwise it will return 0.

Many applications store an absolute amount field and indicate the sign in another field. The sign indicator may be ''+'' or ''-'' on some systems or ''DR''

or ''CR'' on others (e.g. Pegasus). Before commencing auditing the file using IDEA it is necessary to add a virtual field to the file and calculate the

signed value of each record using @if as in the following example.

SIGN

(C 2)

VALUE

(N 8,2)

@if(SIGN = "CR" , VALUE * -1 , VALUE)

(Virtual Numeric, 2 Dec.)

DR 123.45 123.45

CR 123.45 -123.45


- Functii -

9

An exercise on how to change a string to a date is described below

Folosind simplu functia ctod() vom avea urmatoarele rezoltate in cazul tabelei respective.

String

(C 12)

ctod(String, “dd/mm/yyyy”)

(Date)

Formula

(Date)

1/02/2008 Error 01/02/2008

01/2/2008 Error 01/02/2008

1/2/2008 Error 01/02/2008

01/02/2008 01/02/2008 01/02/2008

Aceasta se datoreaza faptului ca formatul “dd/mm/yyyy” nu este valabil pentru primele 3 inregistrari deoarece

nu au formatul zilelor sau lunilor corespunzator.

Folosind formula urmatoare se pot transforma tipurile respective de date.

Formula=

@ctod( @if( @getat( @if(@getat(alltrim(data),2)="/","0"+ alltrim(data), alltrim(data)),5)="/", @insert(

@if(@getat(alltrim(data),2)="/","0"+ alltrim(data), alltrim(data)) , 4 , "0" ) ,

@if(@getat(alltrim(data),2)="/","0"+ alltrim(data), alltrim(data)) ) , "dd/mm/yyyy" )


- Criteriu selectie -

1

Selectam butonul Criteria

A. Selectam functia pe care

dorim sa o folosim in criteriul de

selectie.

In dreapta ferestrei sunt explicate

sintaxa functiei si parametrii ei

B. Inseram functia selectata

Introducem ca prim parametru al

functiei numele campului cu

ajutorul butonului Insert

Database Field sau introducem

numele de la tastatura

A

B



2

A. Selectam numele campului

B. Selectam butonul Insert Field

pentru a insera numele campului

C. Dupa ce am inserat numele

campului selectam butonul Close

pentru a inchide fereastra

Folosind butoanele din stanga-

jos sau tastatura completam

formula, introducand toti

parametrii

Dupa ce formula este completa

folosm butonul de validare

pentru a o aplica.

B C

A



3

Acesta este rezultatul final

Pentru a pastra fisierul cu

criteriul aplicat folosim meniul

File si selectam Save As

Pentru a elimina criteriul folosim

clic dreapta si apoi Clear

IDEA IDEA IDEA IDEA BASICBASICBASICBASIC

- Modificare format String-Data -

1

Accesam fereastra de modificare a

formatului campurilor prin dublu

click pe o inregistrare sau din meniul:

Data→Field Manipulation

Selectam Date la Type (tipul

formatului)

A. Introducem la Parameter masca de

data “dd/mm/yyyy” in functie de

formatul datei din fisier.

B. Selectam butonul OK

A. Bifam “Don`t show this message

again” daca dorim sa nu mai apara

aceasta fereastra de confirmare in

viitor.

B. Selectam butonul YES

A

B

A B

IDEA IDEA IDEA IDEA BASICBASICBASICBASIC

- Modificare format String-Data -

2



- Stratificare -

1

Selectam butonul Stratification

sau accesam meniul:

Analysis → Stratification

Daca nu au fost generate in

prealabil statisticile va aparea

fereastra din stanga.

Selectam butonul YES

A. Selectam campul dupa care

dorim sa stratificam, in acest caz

este de tip data.

B. Bifam campurile la care dorim sa

calculam totalizari.

C. Putem introduce un criteriu de

selectie in campul respectiv sau,

D. Sa folosim butonul pentru

editorul de formule.

E. Selectam incrementarea dupa

luni, si apoi in coloana din stanga

modificam data sa inceapa de pe

01/01/2007. Selectam prima casuta

din coloana din dreapta apoi trasam

in jos pana ajungem sa cuprindem

toate cele 12 luni

F. Selectam butonul OK

A

B

C

D

F

E


- Stratificare -

2

Acesta este rezultatul final.

Putem selecta intre cele doua

coloane pentru care am bifat

calcularea totalurilor.


- Sumarizare -

1

Selectam butonul Sumarization

sau accesam meniul:

Analysis → Sumarization





Selectam dupa ce camp sa

sumarizam. In acest caz selectam

CHAR1 care este un camp de tip

data.

A. Bifam campurile dupa care

dorim sa calculam totalurile

B. Selectam bunonul OK

A

B


- Sumarizare -

2



- Selectie aleatoare stratificata -

1

Selectam Field Statistics





Notam Average Value (valoarea

medie) si Maximum Value

(valoarea maxima) ale campului

dupa care dorim sa facem

selectia aleatoare stratificata



2

In meniul Sampling selectam

Stratified Random Sample

Alegem optiunea Perform a

numeric stratification si selectam

Continue.

A. La Upper limit se introduce

Average Value.

Cream inca o linie prin click pe

casuta Upper limit si introducem

La Field to stratify si la Field to

total selectam campurile dupa

care se va face selectia aleatoare

stratificata

B. Selectam OK

A. Introducem cate inregistrari

trebuie selectate intre valoarea

minima si cea medie.

B. Introducem cate inregistrari

trebuie selectate intre valoarea

medie si cea maxima.

Ca metoda de selectie folosim de

obicei 2/3 din valorile

dimensiunii selectiei peste medie

si 1/3 sub medie.

A B



3

La sample size se introduc 2

valori , insumate formeaza

totalul selectiei aleatoare

stratificate.

Selectam OK.


reprezentand inregistrarile

aleatoare.


- Join -

1

Selectam butonul Join Databases

sau accesam meniul:

File → Join Databases

Selectam butonul Fields, care

deschide o alta fereastra, unde

alegem campurile pe care dorim

sa le includem in join, din prima

baza de date.

A. Selectam campurile pe care le

dorim incluse in join, alegand si

campul dupa care facem joinul

(CHAR5)


Alegem butonul Select, pentru a

cauta a doua baza de date pe care

o unim

A. Selectam a doua baza de date

pe care vrem sa o unim


A

B

A

B


- Join -

2

Selectam butonul Fields, care

deschide o alta fereastra, unde

alegem campurile pe care dorim

sa le includem in join, din a doua

baza de date.

A. Selectam campurile pe care le

dorim incluse in join,

deselectand campul dupa care

facem joinul (CHAR5), pentru a

nu aparea de doua ori in join-ul

final


Selectam butonul Match pentru a

seta campurile dupa care se vor

uni bazele de date

A. Selectam campul dupa care se

face unirea, din prima baza de

date (Primary)

B. Selectam campul dupa care se

face unirea, din a doua baza de

date (Secondary)

C. Selectam butonul OK

A. Bifam “All records in both

files” pentru a uni bazele de date

incluzand toate inregistrarile din

cele doua baze de date


A

B

A

C

B

A

B


- Join -

3



- Exportare fisiere din IDEA -

1

Selectam din meniul:

File → Export…

Daca dorim sortarea dupa o

anumita coloana a datelor

selectam coloana respectiva.

Selectam tipul de format al

fisierului de export (de regula

Excel)

Selectam butonul pentru a naviga

in locatia dorita pentru a salva

fisierul


- Exportare fisiere din IDEA -

2

A. Introducem numele dorit al

fisierlului

B. Selectam butonul Save pentru

a salva fisierul cu numele

respectiv

Selectam butonul OK pentru a

finaliza actiunea de export

A

B


- Exercitiu 2: Evolutia cheltuielilor cu personalul -

1

Accesam fereastra de

modificare a formatului

campurilor prin dublu click

pe o inregistrare sau din

meniul:


A. Adaugam campurile ca

in figura, folosind butonul

Append


A. Bifam “Don`t show this

message again” daca dorim

sa nu mai apara aceasta

fereastra de confirmare in

viitor.


A B

A

B



2

Acesta este rezultatul

adaugarii campurilor

Selectam butonul

Sumarization sau accesam

meniul:



prealabil statisticile va

aparea fereastra din stanga.


A. Selectam dupa ce camp

sa sumarizam

B. Bifam campurile dupa

care dorim sa calculam

totalurile


A C

B



3


sumarizarii

Selectam butonul Direct

Extraction sau accesam

meniul:

Data → Extractions →

Direct Extraction

A. Completam campurile ca

in figura


Acestea sunt fisierele extrase

Selectam butonul Join

Databases sau accesam

meniul:


Alegem butonul Select,

pentru a cauta a doua baza

de date pe care o unim

B

A



4

A. Selectam a doua baza de

date pe care vrem sa o

unim


Selectam butonul Fields,

care deschide o alta

fereastra, unde alegem

campurile pe care dorim sa

le includem in join, din a

doua baza de date.

A. Selectam campurile pe

care le dorim incluse in

join, deselectand campul

dupa care facem joinul,

pentru a nu aparea de doua

ori in join-ul final


Selectam butonul Match

pentru a seta campurile

dupa care se vor uni bazele

de date

A. Selectam campul dupa

care se face unirea, din

prima baza de date

(Primary)

B. Selectam campul dupa

care se face unirea, din a

doua baza de date

(Secondary)


A

B

A

B

A

C

B



5

A. Bifam “All records in

both files” pentru a uni

bazele de date incluzand

toate inregistrarile din cele

doua baze de date


Aceste este rezultatul unirii

celor doua extractii





meniul:


A

B



6



Append




Selectam butonul Chart

Data sau accesam meniul:

Data → Chart Data

A. Selectam campul pentru

axa X

B. Bifam campurile care

vor fi afisate pe axa Y

C. Completam detaliile

corespunzatoare graficului

D. Selectam tipul graficului

(Line)

E. Bifam ca in figura

pentru a configura graficul


A

B

A

F

B

D

C

E



7



- Exercitiu 3: Evolutia marjei -

1





meniul:




Append


A. Bifam “Don`t show this

message again” daca dorim

sa nu mai apara aceasta

fereastra de confirmare in

viitor.


A B

A

B



2



Selectam butonul

Sumarization sau accesam

meniul:



prealabil statisticile va

aparea fereastra din stanga.


A. Selectam dupa ce camp

sa sumarizam

B. Bifam campurile dupa

care dorim sa calculam

totalurile


A C

B



3


sumarizarii

Selectam butonul Direct

Extraction sau accesam

meniul:

Data → Extractions →

Direct Extraction

A. Completam campurile ca

in figura


Acestea sunt fisierele extrase

Selectam butonul Join

Databases sau accesam

meniul:


B

A



4





le includem in join, din

prima baza de date.



join


Alegem butonul Select,

pentru a cauta a doua baza

de date pe care o unim

A. Selectam a doua baza de

date pe care vrem sa o

unim






le includem in join, din a

doua baza de date.



join, deselectand campul

dupa care facem joinul,

pentru a nu aparea de doua

ori in join-ul final


A

B

A

B

A

B



5

Selectam butonul Match

pentru a seta campurile

dupa care se vor uni bazele

de date

A. Selectam campul dupa

care se face unirea, din

prima baza de date

(Primary)

B. Selectam campul dupa

care se face unirea, din a

doua baza de date

(Secondary)


A. Bifam “All records in

both files” pentru a uni

bazele de date incluzand

toate inregistrarile din cele

doua baze de date


Aceste este rezultatul unirii

celor doua extractii





meniul:


A

C

B

A

B



6



Append




Selectam butonul Chart

Data sau accesam meniul:

Data → Chart Data

A. Selectam campul pentru

axa X

B. Bifam campurile care

vor fi afisate pe axa Y

C. Completam detaliile

corespunzatoare graficului

D. Selectam tipul graficului

(Line)

E. Bifam ca in figura

pentru a configura graficul


A

B

A

F

B

D

C

E



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- Exercitiu 4: Aging -

1

Acesam meniul:

Analysis → Aging

A. Introducem data dupa care

facem aging

B. Selectam campul dupa care

facem aging (trebuie sa fie

format data)

C. Selectam campul dupa care

totalizam

D. Selectam unitatile de masura

in care stabilim intervalul aging

E. Introducem intervalele dupa

care facem aging

F. Bifam casuta si introducem

numele bazei de date care va

rezulta

G. Bifam casuta si introducem

numele fisierului in care vor fi

incluse rezultatele

H. Selectam butonul OK

Aceasta este baza de date care

rezulta

A H

B C

D

E

F

G


- Exercitiu 4: Aging -

2

In baza de date initiala sunt

salvate rezultatele sub forma de

total pe intervale, putandu-se

vizualiza fiecare interval prin clic

pe numarul de inregistrari.

Basic IDEA Training

Technology

Transcript of Basic IDEA Training