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CI201: IDEA Data Analysis Certification Course | Live Online

Event Start Date: 3/27/2019 Event End Date: 3/27/2019

There are currently 6 spaces left.
Cost per place: $400.00

This one-day course was developed to refresh long-time IDEA users and people that took the required training but want to be better prepared to take the Certified IDEA Data Analyst (CIDA) exam. Open the door to showing your knowledge of audit and data analytics with this one-day, hands-on course where you will learn how to import different file types using Report Reader, including PDFs, and perform data integrity reviews. Instructors will provide step-by-step guidance in using IDEA’s powerful features such as stratification, Benford’s Law and @functions to profile data, isolate unusual items and identify exceptions. Find irregularities using duplicate detection, exclusion and gap detection. Learn how to use IDEA @functions to examine vendor data and apply summarization with duplicate detection to identify anomalies. Review how to join databases and work with action fields to identify policy exceptions and transactions occurring after business hours. These are just some of the results IDEA can provide and help you to improve your business, find money and protect against fraud. What can you find with IDEA?

Course Level Intermediate
Length One day (8 CPE)
Delivery Method Group Internet-Based
Event Time 9:30 AM - 5:30 PM
Prerequisites Participants must complete CI101 IDEA Data Analysis Level 1 and CI102 IDEA Data Analysis Level 2 before attending this course.

You will be working within a virtual lab, no IDEA license is required to attend. If you have any further questions, please contact

Note: Payment is due before the course. Occasionally it is necessary for Audimation Services to cancel a scheduled course. If a course is cancelled, the prepaid tuition can be: 1) refunded; 2) applied to another course for the same or a substituted colleague.

  • Google Chrome is strongly recommended.
  • The use of two monitor screens during your training course is strongly recommended.  
  • Courses are offered in Central Time. Please adjust your schedule accordingly. 
  • This is a live course, your attendance is required throughout the entire class. 
  • Please provide your current email address during registration. 
  • Once registration is completed, you will receive pre-check instructions to follow. Your trainer will send your login information one week prior to the course. 
  • Importing and reconciling project data
  • Profiling and isolating payment data
  • Identifying irregularities and using field manipulation
  • Summarizing data and working with multiple files

After completing this training, participants will be able to:

  • Use IDEA tasks in the context of their daily work
  • Take the CIDA exam
  • Apply data analytics in real-life situations


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.


Frequently Asked Questions for Training
Meet the IDEA Instructors
On-Site Training
Self Study Options
Training Course Descriptions

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.