c# convert pdf to image itextsharp: Adding a signature to a pdf form SDK application service wpf html windows dnn ActiveDataforExcel-GettingtheDataDEMO0-part1283

Getting Data Into ActiveData for Excel – DEMO VERSION

–

InformationActive Inc., Michelle Shein and Richard Lanza

Getting Data into ActiveData for Excel

A Methodology for Requesting and Converting Various

File Types into an Excel Format

Self Study Course

DEMO VERSION

By: Michelle Shein and Richard B. Lanza

NOTE:

AFTER INSTALL BOOK AND PRACTICE FILES CAN BE FOUND AT:

C:\Program Files\ActiveData\Getting Data\

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Getting Data Into ActiveData for Excel – DEMO VERSION

–

InformationActive Inc., Michelle Shein and Richard Lanza

Getting Data Into ActiveData for Excel

DEMO VERSION (ONLY CHAPTERS LISTED

AS DEMO APPEAR)

Table of Contents

Copyright Page ..................................................................................................................................... 1

Purpose of the Publication / Learning Objectives ......................................................................... 2

Self Study Roadmap ............................................................................................................... 2

About the Authors ............................................................................................................................... 3

Introduction .......................................................................................................................................... 5

DEMO Chapter 1 - How to Request Data for Analysis ................................................ 6

Making Arrangements with the Client to Obtain Data .................................................... 8

Transferring the Client’s Data .............................................................................................. 8

Verifying the Data Received from the Client ..................................................................... 8

DEMO Chapter 2 – File Formats and Data Types ....................................................... 9

Data Files Included With This Publication ........................................................................ 9

Excel Versions ........................................................................................................................ 9

Chapter 3 - Importing Delimited Text Data Into Excel ..............................................10

Importing Tab Delimited Text ........................................................................................... 10

Saving the Excel File ............................................................................................................ 14

Importing Comma Delimited Text .................................................................................... 15

Importing Text with Other Delimiter and Qualifiers ..................................................... 19

DEMO Chapter 4 - Importing Fixed Width Data into Excel ..................................... 20

Saving the Excel File ............................................................................................................ 24

Chapter 5 - Importing a Text File by Opening it in Excel .......................................... 25

Opening a .csv File ............................................................................................................... 25

Saving the Excel File ............................................................................................................ 26

Opening a .txt File ................................................................................................................ 27

Saving the Excel File ............................................................................................................ 28

Chapter 6 - Getting Access Data into Excel ................................................................ 29

Copying Access Data into Excel ........................................................................................ 29

Exporting Access Data into Excel ..................................................................................... 32

Chapter 7 - Connecting to External Data from Excel ................................................. 34

Connecting to a Text File and Refreshing Data .............................................................. 34

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Getting Data Into ActiveData for Excel – DEMO VERSION

–

InformationActive Inc., Michelle Shein and Richard Lanza

Connecting to Access Data from Excel ............................................................................ 36

Refreshing the Imported Data ............................................................................................ 36

Refreshing Data Using a Toolbar ...................................................................................... 38

The Data Connection Wizard ............................................................................................. 39

Chapter 8 - Converting Data from a .pdf Format to Excel...........................................41

Chapter 9 – PDF Conversions and Data Masking Using Import Wizard .................. 42

Converting PDF Files .......................................................................................................... 42

About Data Masking ............................................................................................................ 43

Chapter 10 - Formatting Imported Excel Data ........................................................... 49

Changing Column Width .................................................................................................... 49

Repositioning Imported Data for Alignment Consistency ............................................ 50

Changing Date Formats ...................................................................................................... 51

Converting Numbers Stored as Text to Numbers .......................................................... 52

Converting Dates Stored as Text to Dates ....................................................................... 55

Chapter 11 – ActiveData’s Formatting and Data Conversion Features ...................... 56

Combining Columns ............................................................................................................ 57

Splitting a Column ................................................................................................................ 58

Conclusion ................................................................................................................... 60

IMPORTANT NOTE:

AFTER INSTALL THE EBOOK AND PRACTICE FILES

CAN BE FOUND AT:

C:\Program Files\ActiveData\Getting Data\

THIS IS A DEMO COPY OF THE BOOK

FOR A

COMPLETE COPY OF ALL THE TEXT PLEASE

PURCHASE THE ENTIRE GETTING DATA BOOK

AT www.informationactive.com

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Getting Data Into ActiveData for Excel – DEMO VERSION

–

InformationActive Inc., Michelle Shein and Richard Lanza

No part of this publication may be reproduced in any form without permission in writing

from InformationActive Inc, Michelle Shein and Richard B. Lanza.

Limitation of Liability / Disclaimer of Warranty

The authors have used his best efforts in preparing this publication and are not

responsible for any errors or omissions. They make no representations or warranties with

respect to the accuracy or completeness of the contents of this document and specifically

disclaim any implied warranties of merchantability or fitness for any particular purpose,

and shall in no event be liable for any loss of profit or any other financial or commercial

damage, including, but not limited to, special, incidental, consequential, or other

damages.

ActiveData for Excel is the trademark of InformationActive Inc.; ACL, Audit Command

Language, and Access Command Language are trademarks of ACL Services Ltd.; IDEA

is the trademark of Caseware IDEA Ltd.; Excel and Access are the trademarks of

Microsoft. All other trademarks are the property of their respective owners.

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Getting Data Into ActiveData for Excel – DEMO VERSION

–

InformationActive Inc., Michelle Shein and Richard Lanza

Purpose of the Publication / Learning Objectives

The purpose of this course is to assist auditors, fraud examiners, and management in

importing data files into Excel so that they can be analyzed by ActiveData for Microsoft

Excel.

This course is not expected to explain ActiveData or Microsoft Excel concepts at length but

rather to provide guidance as to which of the product’s features can be used to import data

files for analysis.

For more information on the use of audit software, and countless ways of applying audit

software to your business, please see www.auditsoftware.net

If you would like to provide feedback on the document, we welcome and encourage it as we

plan to complete later versions. Please provide your feedback via Email at

QUESTIONS@richlanza.com

or PR1OR1TY@comcast.net

Self Study Roadmap

This self study guidebook has been organized to build your knowledge of how to get data

into Excel for the purpose of analyzing the data. It is suggested that the guide be completed

in the order as established in the table of contents.

The steps explained throughout this guide use the sample data files provided to help you

become proficient in the various methods of getting data into Excel.

After you have completed this guide you may wish to purchase the self study guide: Financial

Statement Auditing, Fraud Detection and Cash Recovery Using ActiveData for Excel. The

purpose of this course is to assist auditors, fraud examiners, and management in

implementing data analysis routines using ActiveData for Microsoft Excel. It is hoped that

through the dissemination of this new information that more analysis will be done using

audit software to prevent and proactively detect organizational inefficiency, ineffectiveness,

and fraud. These guides can be purchased through the ActiveData site:

www.InformationActive.com

For any other information please contact InformationActive Inc.: 1+ 613-569-4675 x184

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Getting Data Into ActiveData for Excel – DEMO VERSION

–

InformationActive Inc., Michelle Shein and Richard Lanza

About the Authors

Michelle Shein

is a highly-skilled instructor with over twenty five years of technical training

experience. With her proficiency in both teaching and the use of desktop PC products she

has taught Auditors discovery skills to uncover fraud using the technology of Microsoft

Access and Excel.

Ms. Shein is the President of PR1OR1TY Computer Training & Services, Inc. Since 1990

the training corporation has been providing training services and PC consulting to corporate

clients helping to build the PC skills of many corporate teams. Ms. Shein has taught for

numerous clients including: Morgan Stanley, Merrill Lynch, AICPA, Chubb, Kraft, Nabisco,

Comcast, Toys R Us, AIG, AT&T, Bank of New York, Johnson & Johnson, Ciba Gigy,

Sandoz, Novartis, Pfizer, King Pharmaceuticals, UCB Pharmaceuticals, Barr Labs, PF Labs,

Dress Barn, Bell Core, Telcordia and Avon.

As a professional PC trainer for numerous years, Ms. Shein has taught classes in many of the

popular PC desktop products. Ms. Shein has specialized in teaching Microsoft Project,

Microsoft Excel and Microsoft Access users as well as specializing in developing Access

applications for her client’s data storage and analysis needs.

Ms. Shein earned a Bachelor and Master’s degree in education from the State University of

New York in Fredonia, New York. She has used her educational and psychology

background in developing rewarding training sessions for both the advanced learner and PC

user as well as for the reluctant learner and novice PC user.

Other products Ms. Shein and Mr. Lanza have co-authored are the ACFE Access Training –

Auditing Payables for Fraud CD series as well as the guides; Fraud Detection and Cash

Recovery using ActiveData for Excel and Fraud Detection and Cash Recovery using

ActiveData for Office.

Michelle Shein can be reached through the following means:

Phone: +1-352-751-4139

E-mail: www.PR1OR1TY@Comcast.net

Rich Lanza

(CPA, CFE, PMP), president of Audit Software Professionals, has a decade and

a half of experience in the audit and assurance technology field and has become one of its

leading authorities. Rich helps companies save millions (in their respective currency) each

year using his technology tools.

Based on his years in the trenches at several Fortune 500 firms, CPA firms, and medium-

sized businesses, Rich brings personalized coaching expertise in automating report systems

enabling organizations to generate cash recoveries, stop profit leaks, resolve control issues,

and implement process improvements.

He is a frequent and popular speaker at industry events such as the conferences and

seminars of Institute of Internal Auditors and a prolific writer. A columnist for many

professional journals, author of 13 publications, and co-author of The Buyer’s Guide to

Audit Software, the first comprehensive look at this exploding market. Rich is an ACL

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Getting Data Into ActiveData for Excel – DEMO VERSION

–

InformationActive Inc., Michelle Shein and Richard Lanza

software expert, as well as, an ActiveData for Excel expert, and highly proficient in using

Microsoft Excel and Access in engagements.

From a volunteer perspective, Rich is committee member of the NYSSCPA Technology

Assurance Committee and the IIA's Board of Research and Education Advisors, as well as,

serves as President of the North Jersey IIA Chapter.

A graduate of PACE University, he is a member of the American Institute of Certified

Public Accountants (AICPA), the Association of certified Fraud Examiners (ACFE), and the

Project Management Institute (PMI®). Rich was recently awarded the prestigious

Outstanding Achievement in Commerce Award from the Association of Certified Fraud

Examiners.

Getting Data Into ActiveData for Excel – DEMO VERSION

–

InformationActive Inc., Michelle Shein and Richard Lanza

Introduction

A common issue users highlight when using Data Analysis software such as ActiveData for

Excel and ActiveData for Office is how to `get the data in`…

ActiveData and other similar types of software are extremely powerful tools, however, they

must have data formatted in a specific way to perform their functions. Data must be in rows

and columns (usually starting in the first `cell` of the grid). This is commonly referred to as

`tabular` data.

One of the great successes of the ActiveData product line is its ease of use. The fact that the

software utilizes standard Microsoft software and protocols to accomplish many of its tasks

makes it very accessible to users and this has been one of the key reasons there has been

such a the rapid uptake of the software.

In fact many users have a relatively easy time attaining data in a format that ActiveData can

use because many programs have utilities for exporting data tabular data into Excel or other

data types that are easily read by Excel (which can be used by both ActiveData for Excel and

ActiveData for Office)..

The goal of this book is to provide the reader with a number of tools and techniques for

getting tabular data into Excel in cases where the data import is not clean. It covers items

from basic formatting tips, through the use of ActiveData to clean the data. There is also

discussion of cost effective third party products that can be used for more complex tasks

such as importing PDF`s and more intricate `data masking`.

This book is not a definitive guide to all situations for getting data into tabular data format,

however, it is hoped that by using this guide users will have a very strong foundation for

addressing a number of common and more complex situations that may arise with data

importing and formatting.

Getting Data Into ActiveData for Excel – DEMO VERSION

–

InformationActive Inc., Michelle Shein and Richard Lanza

1 - How to Request Data for Analysis

An important first step in data analysis is acquiring the data. If that data is being acquired

from an external source (either with-in your company, or from an external source). It is

important to develop a process for getting the data in a usable format.

NOTE: For using data with ActiveData you need to have your data in rows and columns,

preferably with the column headers in the first row for identification. This is generically

known as “tabular data”.

It is suggested that prior to requesting data that all expected reports be identified so that one

request is made of the client. Getting data can be broken into the following logical process

steps:



Making Arrangements with the Client to Obtain Data



Transferring the Client’s Data



Verifying the Data Received from the Client

Making Arrangements with the Client to Obtain Data

You should meet with the appropriate client personnel (generally the primary contact for the

audit and a key contact in information systems) to make arrangements to obtain the data.

Matters to be discussed include:



Specific data needed



Types of files needed. Common file types include: Comma delimited format, Tab

delimited format, Microsoft Access format, and of course, the Microsoft Excel

format.



Record layout of the file (The user should arrange to get copies of the record layout

which is a simple definition of each data field and where the fields are positioned in

the data file).



Timing of the transfer.



Method of transfer.



Arrangements for verification information.

Getting Data Into ActiveData for Excel – DEMO VERSION

–

InformationActive Inc., Michelle Shein and Richard Lanza

The results of this discussion should be formalized into a request letter. A sample letter that might

be used by an external auditor is shown below. This letter can be revised depending on the

individual circumstances.

Mr. X

IS Manager

ABC Company

Dear Mr. X:

As part of our investigation, we will be performing certain tests in the X audit area using data

extraction software.

As we discussed today, we require the X file be available for us on X/X/XXXX. We believe the

following fields are required from the file for the period X/X/XXXX to XX/XX/XXXX:

List Fields Here

If you believe, after looking at the reports we expect to process (Appendix A), that we will need more

data fields besides those listed above, please provide these fields in the file extraction. Also, if it

would be easier, we can receive the entire files from which we can extract and define our desired

fields.

We will need this file in an appropriate format for importing into Microsoft Excel. Therefore, any of

the following file formats will be acceptable (tab delimited ascii, comma delimited ascii, fixed-length

ascii, Microsoft Access and Microsoft Excel). To assist in downloading the file to our PC, we prefer

that the file be provided on a CD-ROM or Emailed to us as a file.

We would like to receive the first 100 records of the data file printed out, as well as, a record count

for the file. We will be using this information to confirm the proper transfer of the data to our

system.

Please contact us if you are unclear as to the source or significance of any of the items requested.

Thank you for your assistance.

Sincerely,

Mr. Y

Page 2 of Request Letter

Appendix A - Expected Reports To Produce

Report Name

Expected

Completion

Date

List reports here

List desired

report completion

date

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