Training & Events

This half day hands-on workshop provides experienced IDEA users with advanced knowledge of importing print reports and PDF files into IDEA using the Report Reader as well as working with difficult Excel and delimited text files. Attendees will practice working with multi-line layers and fields, floating traps as well as headers and footers. In addition, students will import challenging Excel reports and delimited files to transition them into usable data files on which analysis can be performed.
Course LevelIntermediate
CPE CategoryAuditing
Delivery MethodGroup Internet-Based
PrerequisitesWorking knowledge of Microsoft Windows® desktop environment and Microsoft Office® applications. IDEA Data Analysis Level 1 and one year of consistent use of IDEA including importing, adding fields, extracting data, and summarizing data.
Upon completing this course, students will gain an understanding of:
  • IDEA project management
  • Report Layers and Field Anchors
  • Multi-Line layers and fields
  • Problem reports in Excel
  • Importing dates and amounts
  • Transforming difficult ASCII delimited files
  • How floating traps and layers work
  • Headers and Footers in reports
  • Troubleshooting difficult imports
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: nasbaregistry.org

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