In addition to the numerous tools and capabilities of CaseWare IDEA, the developers have added the ability to build macros using Python. On the basis of this programming language, many additional subroutines have been created that are available to all IDEA users. At the same time, analytic developers continue to enrich the functionality with add-ons for audit activities.
To make life easier for analysts who create complex analysis tools for their team using Python, the developers have created a library that facilitated the stage of obtaining data from IDEA tables, now it happens in one line, consider an example:
Every analyst who has ever worked with the Python environment knows what pandas is. It is a library for data processing and analysis. There is a DataFrame format for manipulating table data types, which also facilitates the analysis process.
First of all, you need to import the library to access the IDEA program and the pandas library:
Next, we create access to the program and a function that helps to convert the IDEA file to pandas. DataFrame:
The first variable, idea, provides access to CaseWare IDEA.
Next, using the idea2py method, where we pass the name of the database to IDEA and the second argument is the key (access), we import the database.
That’s it, now the data is in the DataFrame. In the same way, there is a function with the opposite functionality, it is called py2idea ().
Let’s do some data manipulation, for example, make a pivot table for some data, and load the data back into IDEA:
And here, the same, just one command line. Next, load this table back into CaseWare IDEA:
As you can see from the example, this is very simple. If you want to implement complex analysis tools, you can do it without any help of IT specialists. Also, you can always contact our support support@caseware.com.ua, our team of specialists is always ready to help you with your analytics.
As mentioned earlier, the IDEA developers add many functional routines that are hosted on the IDEALab portal, which all CaseWare IDEA users have access to. List of these developments that are available for downloading:
· TRIAL BALANCE – TRANSACTION RECONCILIATION
· Z-SCORE CALCULATOR
· RELATIVE SIZE FACTOR
· TOP RECORDS EXTRACTION WITH RANKING
· PANDAS PROFILING
· WORD FIND
· FUZZY JOIN
· TEXT ANALYSIS
· GET NEXT GET PREVIOUS
· UNIQUE RECORDS
· RANGE JOIN
· OUTLIERS
