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ACL Functions

Corporate Audit Services

Technology Solutions Team

Charlene Vallandingham and Jack Hauschild

September 29, 2008

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Agenda

• Introductions

• Objective of Training – ACL Functions

– Classify

– Cross-Tabulate

– Stratify

– Combinations of Functions

• Wrap Up & Questions

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Perform ACL Functions

Open New or Existing Project.Open Table for Testing.

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Running the Classify Command

Classify Command

• Creates a profile of your table based on unique character field values

• The Classify command allows you to:

– Specify the character field upon which you want to base your analysis

– Specify the fields to subtotal

– Output to screen, graph, print or file

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Classify Command - Variables

Select “Analyze > Classify” – Click on “Classify On”

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Classify Command - Variables

Use Drop Down List & Select Variables

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Classify Command - Variables

Select Fields to Subtotal – Make Output Choice

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Classify Command - Results to Screen

Review distributions by count or amountDrill down into details

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Classify Command - Results to Screen

Drill down to details where Dept = “None”

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Classify Command - Help Screen

Use Help Screens!!

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Running the Cross-Tabulate Command

NOTE: Rows and columns must be character fields while subtotals can only be numeric.

• Displays the distribution of two or more character fields in a matrix format

• The Cross-Tabulate command allows you to:

– Specify rows upon which the analysis of the columns is based. The row is usually a key field such as a unique account description

– Specify a column that is cross-tabulated with the row you specified

– Specify subtotal fields for each intersection of each row and column

– Output to screen, graph, print or file

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Cross-Tabulate Command - Variables

Select “Analyze > Cross-tabulate”Select Rows, Columns & Subtotals – Make Output Choice

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Cross-Tabulate Command – Results to Screen

Examine results for inconsistencies

Drill down into details

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Cross-Tabulate Command – Help Screen

Use Help Screens!!

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Running the Stratify Command

NOTE: Statistics command can generate the minimum and maximum values to populate fields within Stratify command.

• Creates a profile of your table based on numeric field ranges

• The Stratify command allows you to:

– Specify the numeric field or expression that you want to stratify

– Select the minimum and maximum values of the range upon which the command will be executed

– Specify how many intervals into which you want to divide the data

– Specify which fields to subtotal

– Output to screen, graph, print or file

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Stratify Command - Variables

Open table for testing – Select “Analyze > Stratify”

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Stratify Command - Variables

Stratify on Debit Amount

Conditional “If” on Account

Create User-Defined Intervals

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Stratify Command - Variables

Select “More” Tab - Break out Results by Deptid

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Stratify Command – Results to Screen

Click on range to view only the detailed data of that range

Log File Shown on Left

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Stratify Command – Results to Screen

Specific Range Displayed

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Stratify Command – Help Screen

Use Help Screens!!

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Column dept_desc contains 5 character deptid at end of variable-length string

Combine Functions Example – Needed Department ID

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Combine Functions SUBSTRING, LENGTH, and TRIM to extract a Department Number from a Description Literal.

Use “Edit > Table Layout” to create combined function by adding a new expression.

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Combine Functions Example

Column DeptID created using combined function from dept_desc above

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Column DeptID created using SUBSTR((dept_desc),length(trim(dept_desc)) -4, 5)

Combine Functions Example

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Length function – Help Screen

Combination of Length & Trim Functions – Use Help Screens!!

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Substring function – Help Screen

Use Help Screens!!

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Wrap Up & Questions

• With ACL, there are many ways to perform a task

• Recommend ACL 303 – Functions & Scripts class

• Questions??