Introduction to IDEA is a half-day, hands-on workshop that will provide an in-depth overview of the data analysis functionality within the platform including: indexing, summarizing, joining, and filtering. Attendees will first import and perform data verification as well as basic analysis of a general ledger file. Then, an accounts receivable file will be aged and assessed against an AR credit limit file. IDEA's navigation, visualization capabilities and arsenal of online resources will also be covered to ensure your individual success following this course. We encourage you to complete the "Getting Started with IDEA" webinar prior to attending this course, as you will need to be familiar with IDEA's basic features and functions.
Half-day (4 CPE)
Field of Study
Workshop attendees are encouraged to attend our one-hour Getting Started with IDEA webcast.
Courses led by certified IDEA instructors
Course materials provide comprehensive, step-by-step instruction for reference including IDEA screenshots, tips and exercises to keep your skills sharp
Gain skills and confidence using data analytics to conduct more efficient and effective audits
Network with fellow IDEA users to share best practices and grow your professional network
Information about resources and additional products designed to save time and effort
After completing this training, participants will be able to:
Create and set up projects
Navigate the IDEA File Explorer and Library
Import Excel files with multiple sheets
Use field statistics to verify and reconcile data
Summarize and Join Databases
Filter data and create extractions
Create new fields and basic equations
Age and Gap Detection
Simple duplicate detection and exclusion
Utilize Discover for data visualization
File documentation and history using Project overview
Resources available to IDEA customers
Audimation 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: nasbaregistry.org
For concerns regarding course offerings or certifications, please contact: [email protected] or 346-207-9982.