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Copyright © 2011 ACL Services Ltd.
EXERCISE 6:
Bootcamp Skills
Review
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YOUR COACH
Shane Grimm
20 years of experience with ACL
ACL Certified Data Analyst
ACL Certified Trainer
Experienced coach of 1000’s of ACL users
@shanegrimm
#aclbootcamp
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Getting Back in Shape
ACL Bootcamp is a monthly webinar series designed to
help ACL users of all levels learn new skills
#aclbootcamp
*Poll Question # 1
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GUEST SPEAKER
Tanja Klagge BA, ACDA, CRISC
Senior Implementation Consultant with ACL
From 2001 to 2006, Technical Support Representative
Over ten years with ACL products
Four years of data analysis experience with multi-national
corporations in Europe and North America
Fluent in both English and German
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Introduction
*Poll Question # 2
ACL Bootcamp started September 29 and we have had 5
different “Exercises” since the launch
Keep practicing! Today’s workout is a review of all 5
Exercises
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Previous Bootcamp Exercises
http://www.acl.com/bootcamp
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Script n’ Stretch High Impact
Analysis
Data Access
Drills
Computed Fields
Cross Training
Power Lifting
Report Files
Previous Bootcamp Exercises
*Poll Question # 3
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Script n’ Stretch High Impact
Analysis
Data Access
Drills
Computed Fields
Cross Training
Power Lifting
Report Files
Previous Bootcamp Exercises
Data Access
Drills
Power Lifting
Report Files
Computed Fields
Cross Training
High Impact
Analysis
Script n’ Stretch
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Powerhouse of Data Retrieval
ACL Desktop provides access to data, such as:
– Microsoft Excel and Microsoft Access
– dBase
– Flat files
– Report files (print-image)
– Delimited files
– XML
– Various sources through ODBC
ACL AuditExchange extends this power to connect with:
– DB2
– SQL Server
– Oracle
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Hauling in Excel Files
Three steps:
1. Open file in Excel and review
2. Define file in ACL Desktop
3. Review and validate
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Why Bother With Report Files?
Direct access is best, not report files!
Sometimes difficult to get direct access
Report files are everywhere!
Setup a text printer if your system does allows you to print
but not save a report
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Before You Import- Know Your File
1. Review file outside of ACL (Notepad, WordPad, etc.)
2. Identify detail
3. Identify headers/footers
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Simple Report with Heading
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Simple Report with Heading
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Let’s see a Demo
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What are Computed Fields?
An expression
A calculation
A virtual field
Original data unchanged
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Creating Computed Fields
1. Edit Table Layout -> Add New Expression
2. Provide a name
• Best practice: Prefix name with a C_
3. Use the Expression Builder
• Build and verify your Expressions
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Clean Your Data
ALLTRIM(First) + " " + ALLTRIM(Last)
Other useful functions
» ALLTRIM()
» INCLUDE()
» EXCLUDE()
» UPPER()
» REPLACE()
» ZONED()
» SUBSTRING()
» SPLIT()
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Copyright © 2011 ACL Services Ltd. 23 ACL Services Ltd.
Combining tables in ACL: available tools
Join tables
Relate tables
Extract Append
Merge
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Relate tables
Join tables
Join tables
Join tables
Extract Append
or Merge
What tool to use to combine tables
Combine monthly tables together into one master
table for the year
Gather additional information from a separate
table to add more meaning to the current table
Look at two tables and find what records don’t
exist in both
Look at two tables and filter the records that do
exist in both
Look at two tables and compare to find the
differences?
Copyright © 2011 ACL Services Ltd. 25 ACL Services Ltd.
What is needed to join or relate two tables?
Both tables defined in the same ACL Project
A common piece of information in both tables that you can use to
combine (a key field)
Note: ACL Desktop 9.2 removes the requirement for key fields to have the same
width or data type
Copyright © 2011 ACL Services Ltd. 26 ACL Services Ltd.
Summary
Planning – sketch out steps
beforehand
Used Join to find differences
between two files (Payroll and
Work Departments)
Used Join’s Unmatched option
ACL’s Join command can
combine files in a number of
different ways.
Used Relate to bring in useful
information to complement my
data (Employee name)
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Let’s see a Demo
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Copyright © 2011 ACL Services Ltd. 29 ACL Services Ltd.
Script and Stretch
Scripting in ACL does not have to be complex
Start small and build your skills
Identify areas to capture some “quick wins”
Think of scripts anytime you need to re-perform the same task
Copyright © 2011 ACL Services Ltd. 30 ACL Services Ltd.
More than one way to “Script n’ Stretch”
Multiple ways to create simple scripts
Depending on your skill set
– Copy and Paste from the ACL Command Log
– Create script from Table History
– Utilize the script recorder
– Manually write script into editor
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Let’s see a Demo
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Q & A
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Additional Resources
ACL Support Center
Online Learning for Premium Supported Customers
ACL Technical Support
ACL Training
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Additional Resources
ACL Consulting
Team of subject matter experts and technical consultants
with access to thousands of analytic tests
Implementation methodology supports both onsite and
remote solution development
Expertise across a variety of industries
Next ACL Bootcamp:
Thursday, April 26 11am Pacific Time
Exercise 7: Raising the Bar with
Variable Substitution
Register at acl.com/bootcamp