The Criteria within each Function in IDEA

 

When you open key features in IDEA like Duplicate Key Detection or Exclusion, Gap Detection, Summarization, Join, Append Databases, Compare and others you will notice the Criteria button within each Function dialog box.

 

The Criteria within each Function dialog box allows the user to first apply a filter of choice on the underlying data. Thereafter the main function purpose follows on the virtually filtered data.

 

Let us understand this with an example. You are given a Customer Billing Dump.

 

Your requirement is to arrive at Customer wise Total Sales Summary for the last 7 days of each month for slow selling Products A,B, C and D. This is to examine forced dumping in the last working week of the month of slow selling products.

 

Now one way you can prepare this report is first to apply a Direct Extraction on the Customer Billing Dump with the criteria -

 

@match(PRODUCTCODE, "A", "B", "C", "D") .AND. @day(BILLDATE)>23

 

On getting the required child file then a Summarization can be executed on the child file with Fields to Summarize being CUSTOMERNUMBER and Numeric Field To Total being SALEVALUE

 

The above is a two step process and creates two files.

 

As a workaround you can perform a Summarization directly with Fields to Summarize being CUSTOMERNUMBER and Numeric Field To Total being SALEVALUE

 

In the criteria within the Summarization dialog box click on criteria and enter @match(PRODUCTCODE, "A", "B", "C", "D") .AND. @day(BILLDATE)>23 in the Equation Editor.

 

This will ensure that the sales of Products A, B, C and D get captured for the last 7 days of each month virtually on which the summary will be performed to arrive at total sales per Customer.

 

Regards

 

Group Admin Team