In this case you’ll need to use an Optical Character Recognition (OCR) to capture the data and import it into IDEA. When you open it in Adobe Reader, left click and move your cursor, the document will light up. Scanned documents are essentially a picture of the document. Step by step guide to re-using Import Templates This can save you from having to recreate layers and traps all over. If the reports follow the exact same formatting, this process can be made a little easier if users are able to reuse an existing template file. However importing the same report month after month can get time-consuming and tedious, especially if the report is particularly complex and requires multiple layers and numerous fields.
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Report Reader is a powerful tool for bringing PDF or print reports into IDEA. Read the Tech Tip on Importing Date Fields Fortunately, there are ways to either correct this in the database after the file has been imported. If there is anything in the field that doesn’t look like a date, it will either create a Numeric or Character field. Sometimes, data is very “dirty,” and Report Reader cannot determine what kind of data is being imported and what type of field to create. Report Reader will bring all the dates, both and into IDEA under one mask. Again, in our example, the mask would be mm/dd/yyyy, corresponding to the date. Then set the mask to match the longest date. In our example, that would be the length of. To do this, set the length of the field to exactly the length of the longest date.
For example, a file having the dates and can now be set up in Report Reader using one mask. IDEA’s Report Reader now has built-in intelligence to read date fields even if the date format is not completely consistent.
Look for the PDF called “Importing a File with Report Reader” and “More Examples.”
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To learn how to create a template to import a print file into IDEA, view the Report Reader Tutorial:Īccess the Start menu and select “All Programs.”Select the “IDEA” folder, and then select the “Documentation” folder. If you can put your cursor on the document and left click and drag, then highlight the data (i.e., name or amount), you can most likely create a template and put it into a database form to work with it. When you get a PDF saved from a system to a file, there is typically data underneath the PDF layer.
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