Anybody used IDEA caseware before?

  • Creator
    Topic
  • #200608
    Yaz88
    Participant

    Hi all,

    I hope I find someone who is familiar with this software, I am trying to learn it and have difficulties with date equations when using direct extractions.. anybody know how to work it?

    ?

Viewing 6 replies - 1 through 6 (of 6 total)
  • Author
    Replies
  • #761114
    Procrastinator
    Participant

    Right-click data, go to Field Manipulation. Go to the criteria box. Once the formula screen pops up you can use the definitions on the right side to find functions as well as the various Date Field Masks that are available. Make sure you have the field you are manipulating is set to the correct type (Numerical, Date or Character) and the data is formatted correctly. Let me know if this helps.

    Once your data is formatted correctly, use whatever formula you want for the extraction and make sure the query is correct.

    <EDIT> Post your query if you're just not getting the output you want and give me a little info so I can help you write it.

    #761115
    Yaz88
    Participant

    I think my problem is with the query.. I am trying to extract transaction that occurred in 2015, I go to Direct (under extract) then I enter the field (date of invoice). After that I cannot figure out the correct formula/equation to enter in order to extract the 2015 transactions

    I hope I explained my issue clearly..

    #761116
    Procrastinator
    Participant

    How is the date field formatted?

    Create a new virtual date field using the @right function if it's mm/dd/yyyy. Create new field using @right(datefield,4)

    Then use a direct extraction where the new field = 2015

    #761117
    Yaz88
    Participant

    Date MM/DD/YYYY

    #761118
    Procrastinator
    Participant

    Create a new virtual date field using the @right function if it's mm/dd/yyyy. Create new field using @right(datefield,4)

    Then use a direct extraction where the new field = 2015

    #761119
    Yaz88
    Participant

    I appreciate your help 🙂

    Thanks a lot of the help!! another way also is to use the @year.

Viewing 6 replies - 1 through 6 (of 6 total)
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