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AS101: Introduction to IDEA

SKU: ws-intro Categories: , Tag:
Jun 22, 2022 | 10:00 AM - 02:00 PM CST | Live Online | 4 CPE
Live Online | 10:00 AM Central   View map


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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. **Please note participants are required to be actively engaged in the class and complete coursework to qualify for CPE credit.**
Course Level Beginner
Length Half-day (4 CPE)
Field of Study Auditing
Delivery Method Group Internet-Based
Prerequisites Workshop attendees are encouraged to attend our one-hour Getting Started with IDEA webcast. No advance preparation is required.
  • 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
  • Public training courses help you work towards CaseWare Analytics IDEA Certification (CIDA)
  • 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: For concerns regarding course offerings or certifications, please contact: Sarah Davies, Training Services Administrator [email protected] 832-327-1890

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