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Houston Area IDEA User Group

Event Start Date: 3/30/2017 11:00 AM Event End Date: 3/30/2017 1:00 PM

Best Kept Secrets of IDEA Version 10

Whether you are new to IDEA or a seasoned user, version updates are constantly evolving how we work within the software. IDEA Version 10 has provided new features like Passport, Discover and Visualize to name a few. Mario Perez, Audit Analytics Consultant with Audimation Services, will show our group some of the Best Kept Secrets of IDEA Version 10. Mario will navigate through Passport, showing us the hidden resources that are just a click away. We will use Discover to conceptualize the underlying information within the data. We will learn about some of the best time saving @Functions like @simplesplit, @spanexcluding, @similarword, and @similarphrase. We will explain the advantages of testing with Fuzzy Duplicate and touch on the importance of similarity degree. If there’s time, Mario will show some short cuts and tips that transcend version updates. Audimation Services will be providing lunch; we hope you can join us.

To attend virtually, register here:

Course Level Basic
Length 1.5 CPE
Delivery Method Group Live Event or Group Internet-Based
Event Time 11:00 AM - 1:00 PM
  • Navigating to IDEA Passport – understanding subsections
  • Conceptualizing data using IDEA’s Discover Feature
  • Using @Functions to analyze data
  • Using similarity degree in the Fuzzy Duplicate function
  • Implementing Visualization for information sharing

NASBA CPE LogoAudimation Services, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of the continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

CPAs may contact us by email at to receive promotional materials containing details on the required elements of the National Registry of CPE Sponsors.

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Hands down, IDEA is easier to use than other analytics tools. To fully maximize your use of IDEA and for faster implementation, we recommend new and experienced users take advantage of our many training opportunities. Our courses are offered throughout the U.S. and online for all levels of users (Beginner, Intermediate and Advanced). Many will even earn NASBA CPE credit and help you work toward CaseWare Analytics IDEA Certification.

The best thing about our training - our first-class instructors. We've been working with IDEA for over 20 years - we know the product inside and out. Our instructors are Certified Public Accountants (CPAs), Certified Fraud Examiners (CFEs) and Certified IDEA Data Analysts (CIDA) with experience working in the trenches of accounting, audit and finance. Plus, they make learning fun…now that’s worth signing up for!

Solutions Development Testimonial Quotation Marks

I learned A TON! I am very excited to start applying the new concepts I learned to projects at the office and to also share my knowledge with co-workers.