IDEA 10.3 Webinar Q&A, Part 1

Last week we hosted a webinar to launch version 10.3 of CaseWare IDEA Data Analysis software. Covering the newest features and enhancements included in this release—including Python integration, updates to Character Field Statistics, enhancements to Visualization and more—the webinar generated a lot of interest from our audience. Here are answers to some of the questions our hosts received during the event.


Q: Do I need to install Python for the Python integration to work?


A: No, you do not need to install Python. IDEA 10.3 includes the Python 3.5 interpreter.


Q: What kinds of libraries can you import into Python? For example, can we import pandas, requests, scikit-learn?


A: The following packages are included in IDEA 10.3:

  • scikit-learn 0.18.1
  • matplotlib 2.0.0
  • numpy 1.12.1+mkl
  • pandas 0.20.1
  • et_xmlfile 1.0.1
  • jdcal 1.3
  • jinja2 2.9.6
  • markupsafe 1.0
  • openpyxl 2.4.7
  • python-dateutil 2.6.0
  • cycler 0.10.0
  • SciPy 0.19.1
  • pypiwin32 219
  • pytz 2017.2
  • pyparsing 2.2.0
  • six 1.10.0

Q: How can I obtain a demo version of IDEA for educational purposes?


A: Demo versions are available through your regional IDEA Partner. If you would like to participate in our Academic Partnership Program, please reach out to your regional Partner for more information.


Q: Is IDEA 10.3 available for concurrent licenses?


A: Yes, it is.


Q: When will IDEA 10.3 be available for download?


A: IDEA 10.3 is available for download now. When in IDEA, use the “Check for Updates” action to download the newest version.


Q: Can you show a demo of the Python script integration in IDEA?


A: Stay tuned! Throughout 2018, we will be hosting a series of webinars to demonstrate Python integration and best practices for IDEA 10.3.


Q: Could you please provide another example of Python integration? Not only the @fct, but where do I write my script? How can I include Python in a macro? Can I include pandas, sqlite3, …?


A: You would need a Python development environment to create your own Python scripts. Currently you can also look within the IDEA Help for more references of using Python with IDEA. You can explore how to use @Python, Client.RunPython as well as Client.RunPythonEx to execute a Python script from a IDEAScript macro.


Q: When will the IDEA Server be able to use Visualization?


A: There are no plans to add Visualization support on IDEA Server at this time.


Q: Is there a way to tag duplicates on multiple fields…matching payment date, AND matching procedure code AND matching patient ID, for example?


A: Not at this time. Multiple simulataneous duplicate fields would have to be performed via the regular duplicate key function in IDEA.


Q: Is there a way to show the dollar amount of each strata when performing a stratified random sample?


A: Control totals are not displayed for each strata. As a rough estimate, you can take the count of records in the strata and multiply it with the highest amount in the strata, which will give you an upper bound.


Q: For data (e.g., numeric and date but stored as a character field), will it still display the Character field statistics?


A: If the data type for the field is Character, Character Field stats are applicable. To see Character Field stats for non-character fields, you could switch those data types to Character manually, as shown in the live demo during the webinar.


Q: Does duplicate check work on address records with variable characters?


A: Duplicate key detection requires values to be exactly equal. For near matches, you would use Fuzzy Duplicate matching.


Q: During the webinar there were 185 records but none of the # of categories have 185. Would that mean you were missing something?


A: For # of Categories to show 185, there would have to be 185 unique values in this column. This particular demo database didn’t have any fields meeting that criteria.


Q: ​Is there any specific system configuration to see the data quickly with one click?


A: Using Character Field Statistics requires Field Stats to be generated first. Once they are built, First Click Free is enabled on the first click of the “# of Categories” items, and category breakdown should load very quickly (near instantly) in the vast majority of cases. Many users prefer to Generate Field Statistics as part of the import assistant (there is a checkbox), so it gets performed at the end of each import automatically.

Stay tuned to our blog to read Part 2 of our Q&A from the IDEA 10.3 launch webinar!


About Anu Sood:

Anu Sood is the Director of Product and Corporate Marketing at CaseWare Analytics and is responsible for the company’s global marketing strategy. Prior to CaseWare Analytics, Anu worked in various roles in the high-tech industry and her accomplishments range from writing software for telephone switches to launching a new global satellite communication service. Anu has extensive experience in strategic marketing, corporate communications, demand generation, content marketing, product management, product marketing and technology development.

Connect:    Anu Sood