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CI101: IDEA Data Analysis Level 1

SKU: t-20230321 Categories: ,
Mar 21, 2023 - Mar 22, 2023 | 08:30 AM - 04:30 PM CST | Live Online | 16 CPE
Live Online | 8:30 AM Central   View map


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Course Level All Levels

Length 1.5 Hr

Delivery Method In-Person or Group Internet-Based

Occasionally it is necessary for Audimation Services to cancel a scheduled course.

IDEA® Data Analysis Level 1 is a hands-on, two-day,comprehensive introductory course that will acquaint new users with the IDEA platform’s functionality and wide range of tools to simplify your daily workflow and deliver greater insights. Participants will have the opportunity to interact with the software through a range exercises using sample data and will receive personalized support from the instructor - promoting improved competency of the content. Topics include, but are not limited to adding and manipulating fields, building equations, importing data, using multiple databases, reconciling data, identifying irregularities, isolating specific records, and sampling. Relevant real-world case studies will also be shared.
**Please note participants are required to be actively engaged in the class and complete coursework to qualify for CPE credit.**
Course Level Beginner
Length Two days (16 CPE)
Field of Study Auditing
Delivery Method Group Internet Based
Prerequisites Working knowledge of Microsoft Windows® desktop environment and Microsoft Office® applications. No advanced preparation required.
  • Courses led by certified IDEA instructors
  • Earn up to 16 hours of NASBA CPE (8 hours per day)
  • 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:
  • Understand the basic features and functionality of the IDEA platform
  • Determine what data is required, and how to obtain and import various types
  • Effectively manage and use multiple databases(append and join databases
  • Reconcile and examine data to search for outliers and potential fraud
  • Isolate specific records for further investigation
  • Profile data using stratification and summarization
  • Identify irregularities including Duplicate Key and Gap Detection
  • Apply commonly-used sampling techniques: systematic, random and stratified random
  • Build equations to add virtual fields, filter, sort,and match data, automate repeatable processes
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, certifications or complaints, please contact: Sarah Davies, Training Services Administrator [email protected] 832-327-1890

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