The Getting Started with IDEA webinar provides a foundational overview of the IDEA® data analytics software and how it is utilized as a comprehensive file interrogation tool for auditors, accountants, and investigators. The focus of this session is on the importance of an auditor’s usage of this platform and identifying when and where to use it in an audit.
IDEA features a wide range of proprietary functions that help you work more efficiently and effectively, ultimately delivering greater insight into all aspects of your organization. This webinar will also showcase how to best leverage these data analytic tools to scale productivity and enhance the quality of the evidence gathered through testing.
CPE: This event does not offer CPE.
Mario Perez, CIDA
Senior Audit Analytics Consultant
Mario Perez brings more than 20 years of auditing and advanced IDEA experience to his position at Audimation, where he delivers training, instructional videos, technical support, and consulting services. Mario was introduced to IDEA as an audit associate at BDO New York in the late 1990s. He has since traveled the world, sharing his enthusiasm for data analytics. He has held exciting roles as an IDEA distributor in Scandinavia to providing training and consulting services in Saint Vincent and the Grenadines and The Bahamas.
After completing this training, participants will learn:
- Create a project
- Import Assistant - working with Excel, print reports and PDF files
- Viewing imported databases in IDEA
- Analysis
- Discover
- Direct Extraction
- Summarization
- Duplicate Key Detection
- Gap Detection
- Joining Databases
- Exporting Databases