In a previous Tech Tip we shared how to use IDEA’s Join and Visual Connector features to help you search for matches and correlations between different data sets. Using IDEA to Connect & Compare Databases:
One-to-One – The field used to connect both tables only has unique values in every row.S_TOTAL: Total of the selected Numeric field values the match key field(s) in the secondary database.S_NRECS: Number of records for the match key field(s) in the secondary database.P_TOTAL: Total of the selected Numeric field values for the match key field(s) in the primary database.P_NRECS: Number of records for the match key field(s) in the primary database.Click “ Match” to specify the match key which is the field or fields that will be used to create the output database as a child to the active database and includes the following fields in addition to the field(s) which make up the key:.Specify the Numeric field in the secondary database to be compared by clicking on the “ Total Field.”.Click “ Select” to select the secondary database.Specify the Numeric field in the primary database to be compared by clicking on the “ Total Field.” On the “ Analysis” tab, in the “ Relate” group, click “ Compare” to open the Compare Databases dialog box.Since it first summarizes then compares the databases, it identifies how many records there are in each database for each match key field.īefore beginning the Compare Databases task, ensure that the primary database is active. The Compare Databases task compares the totals for the Numeric field in each database. There may be more than one record for each value in the match key in either or both of the databases. Neither the match key fields, nor the fields for comparison need to have the same names in the two databases, but the match key fields must be of identical type. This feature is commonly used to compare the same data at two points in time, such as the payroll at the beginning and end of the month to identify changes in salary for each employee (the match key). The databases being compared need to be in the same project folder. The Compare Databases task lets you identify differences in a single Numeric field between two databases (referred to as the primary and secondary databases), for a specified common match key. From evaluating annual sales performance to cross-matching budgets with actual costs, the possibilities of are limited only by your imagination. One of CaseWare IDEA®’s most valuable features is its ability to connect, compare and match information from different databases to get a complete view of what is transpiring across the organization.
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