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Analyzing Inventory in IDEA

Level 2

Live, Online
Jan 21, 2021 10:00 am

Analyzing Inventory in IDEA is a half-day, instructor-led that walks students through a case study where they are hired to perform an Inventory Review at Bright IDEAs, Inc. The auditor evaluates business and audit risks associated with Inventory and then reviews potential tests that can be used to address those risks. This case study includes audit testing to agree total inventory values, check adequacy and accuracy of inventory, assess the re-ordering system, and analyze profit margins and pricing. We will also utilize a portion of the IDEA Data Analysis Workbook for your reference.

 

Learning Objectives:

  • Import ASCII delimited files using field statistics and control totals to verify accuracy of import
  • Use equations to extract obsolete inventory items and negative quantities
  • Calculate usage ratios and months of inventory
  • Stratify inventory into bands
  • Calculate total provisions counts and value by location
  • Test accuracy of the reordering system
  • Analyze selling prices and inventory movements
  • Analyze profit margins

 

Cancellation Policy:
You may reschedule for another date for the same event or substitute a co-worker without penalty as long as the substitute has similar or more advanced CaseWare IDEA skills. Rescheduling must be for an event within 12 months of the original event date. Otherwise the cancellation penalties below will apply.
Cancellations with a request for refund must be made in writing before the event start date. Any written cancellation request received 30 days prior to the start of the event will be subject to a US $50 processing fee. Cancellation requests received less than 14 days prior the start of the event will be subject to a US $250 non-refundable service charge. No refunds will be given for cancellation requests received within 7 days of the event start date. All requests for refunds will be processed within 30 days.

Register

English

Jan 21, 2021 - Jan 21, 2021
10:00 am - 2:00 pm
Central US

$300 USD

IDEAScript for Data Analysts Level 1

Level 1

Live, Online
Jan 25, 2021 8:30 am

The IDEAScript for Data Analysis – Level 1 is a hands-on, advanced two-day course that guides you through the integration of your programming knowledge and the IDEAScript syntax. It is
recommended that you are both competent in IDEA® and fundamental programming. You will gain knowledge on how to create a new script that integrates IDEA’s function,
walk through the objects needed to make IDEA perform joins, summarizations, and any other task that you may require. You will also develop skills on how to make IDEA create the code and
modifications/customizations that require your scripts to be more user oriented, and also view many relevant real-world case studies. This course is instructor-led with a virtual
desktop to provide you with skills needed to create powerful IDEAScript applications and integrations. The IDEAScript Editor is also utilized to create applications and make the script run
automatically using Windows Task Scheduler.

 

  • Introduction to IDEAScript
  • IDEAScript Environment
  • Introduction to IDEA objects
  • Create scripts by Recording macros, using History and Project Overview
  • Script modification and clean-up
  • Utilize IDEA commands
  • Read database information
  • Modify IDEAScript for user interaction

 

Cancellation Policy:
You may reschedule for another date for the same event or substitute a co-worker without penalty as long as the substitute has similar or more advanced CaseWare IDEA skills. Rescheduling must be for an event within 12 months of the original event date. Otherwise the cancellation penalties below will apply.
Cancellations with a request for refund must be made in writing before the event start date. Any written cancellation request received 30 days prior to the start of the event will be subject to a US $50 processing fee. Cancellation requests received less than 14 days prior the start of the event will be subject to a US $250 non-refundable service charge. No refunds will be given for cancellation requests received within 7 days of the event start date. All requests for refunds will be processed within 30 days.

Register

English

Jan 25, 2021 - Jan 26, 2021
8:30 am - 4:30 pm
Central US

$850 USD

IDEA Appliqué à l’audit

Level

Paris, France
Feb 2, 2021 9:00 am

Le but principal de cette formation de base est de vous faire connaitre les possibilités d’IDEA pour vous aider à atteindre pleinement vos objectifs d’audit. Au travers d’études de cas, vous intégrerez la connaissance des différentes fonctionnalités de l’outil IDEA.

Pour toute question, contactez francois.lienart@caseware.com
Pour vous inscrire, consultez https://www.casewareanalytics.fr/services/caseware-academy-3/

Register

Français

Feb 2, 2021 - Feb 3, 2021
9:00 am - 5:00 pm
Central European Time

$949 EUR

IDEA Data Analysis

Level 1

Live, Online
Feb 2, 2021 8:30 am

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.

 

Learning Objectives:

  • 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 & join databases)
  • Reconcile and examine data to search for outliers and potential fraud
  • Isolate specific records for 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

 

Cancellation Policy:
You may reschedule for another date for the same event or substitute a co-worker without penalty as long as the substitute has similar or more advanced CaseWare IDEA skills. Rescheduling must be for an event within 12 months of the original event date. Otherwise the cancellation penalties below will apply.
Cancellations with a request for refund must be made in writing before the event start date. Any written cancellation request received 30 days prior to the start of the event will be subject to a US $50 processing fee. Cancellation requests received less than 14 days prior the start of the event will be subject to a US $250 non-refundable service charge. No refunds will be given for cancellation requests received within 7 days of the event start date. All requests for refunds will be processed within 30 days.

Register

English

Feb 2, 2021 - Feb 3, 2021
8:30 am - 4:30 pm
Central US

$850 USD

IDEA analyse de données

Level 1

EN DIRECT, en ligne
Feb 2, 2021 9:00 am

L’objectif de ce cours d’introduction de deux jours est d’enseigner aux nouveaux utilisateurs l’essentiel des fonctionnalités de base d’IDEA et de nombreux outils. La formation est immédiatement interactive, les participants ont donc l’occasion d’interagir rapidement avec le logiciel en faisant des exercices et des études de cas au moyen de données-échantillons. Les sujets comprennent la manipulation et l’ajout de champs, la création d’équations, l’importation de données, l’utilisation de plusieurs bases de données, le rapprochement des données, l’isolation de certains enregistrements, la détection des irrégularités, l’échantillonnage, etc.

Ce cours se déroule sur deux jours non consécutifs, les 2 et 4 février.

Notes supplémentaires :

Vous travaillerez dans un laboratoire informatique virtuel, vous n’avez pas besoin d’avoir le logiciel IDEA installé afin de participer au cours.
L’utilisation de deux écrans est vivement recommandée pendant le cours de formation.
Il s’agit d’un cours en direct dirigé par un instructeur, et la participation est obligatoire pendant toute la séance.
Votre formateur vous enverra vos renseignements de connexion une semaine avant le cours.

Politique d’annulation

CaseWare IDEA Inc. exige de recevoir les avis d’annulation au plus tard 10 jours ouvrables avant la date du début de la formation. Si l’avis est remis moins de 10 jours ouvrables avant la formation, 50 % des frais de la formation sont remboursés dans les trois jours ouvrables suivant la date de début de la formation. Aucun remboursement n’est possible si l’avis d’annulation est reçu dans les 3 jours ouvrables avant la date de début de la formation.

Envoyez un courriel à l’adresse ideatraining@caseware.com si vous avez des questions.

Register

Français

Feb 2, 2021 - Feb 4, 2021
9:00 am - 5:00 pm
Eastern US

$1150 CAD

Intro to IDEA

Level 1

Live, Online
Feb 3, 2021 10:00 am

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 a 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.

Learning Objectives:

 

  • 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 Joining Databases
  • Filter data and creating 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

 

Cancellation Policy:
You may reschedule for another date for the same event or substitute a co-worker without penalty as long as the substitute has similar or more advanced CaseWare IDEA skills. Rescheduling must be for an event within 12 months of the original event date. Otherwise the cancellation penalties below will apply.
Cancellations with a request for refund must be made in writing before the event start date. Any written cancellation request received 30 days prior to the start of the event will be subject to a US $50 processing fee. Cancellation requests received less than 14 days prior the start of the event will be subject to a US $250 non-refundable service charge. No refunds will be given for cancellation requests received within 7 days of the event start date. All requests for refunds will be processed within 30 days.

Register

English

Feb 3, 2021 - Feb 3, 2021
10:00 am - 2:00 pm
Central US

$300 USD

Détecter la fraude à l’aide d’IDEA

Level

Paris, France
Feb 4, 2021 9:00 am

L’objectif de cette formation et de traiter des schémas de fraudes classiques et voir comment détecter et analyser les « actions frauduleuses » à travers IDEA.

Pour toute question, contactez francois.lienart@caseware.com
Pour vous inscrire, consultez https://www.casewareanalytics.fr/services/caseware-academy-3/

Register

Français

Feb 4, 2021 - Feb 5, 2021
9:00 am - 5:00 pm
Central European Time

$1199 EUR

MAstering Problem Imports with IDEA

Level 2

Live, Online
Feb 4, 2021 10:00 am

Mastering Problem Imports in IDEA® is a half-day hands-on workshop, that 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, headers, and
footers. We will also address the common challenge of transforming complex Excel reports and delimited files into usable data files required to deliver an accurate analysis, and most
importantly, greater insights to enable your organization to make quicker and more informed decisions.

 

Learning Objectives:

  • IDEA Project Management
  • Report layers and field anchors
  • Multi-line layers and fields
  • Problem reports in Excel
  • Import dates and amounts
  • Transform difficult ASCII Delimited Files
  • Floating traps & layers functionality
  • Headers and footers in reports
  • Troubleshoot difficult imports

 

Cancellation Policy:
You may reschedule for another date for the same event or substitute a co-worker without penalty as long as the substitute has similar or more advanced CaseWare IDEA skills. Rescheduling must be for an event within 12 months of the original event date. Otherwise the cancellation penalties below will apply.
Cancellations with a request for refund must be made in writing before the event start date. Any written cancellation request received 30 days prior to the start of the event will be subject to a US $50 processing fee. Cancellation requests received less than 14 days prior the start of the event will be subject to a US $250 non-refundable service charge. No refunds will be given for cancellation requests received within 7 days of the event start date. All requests for refunds will be processed within 30 days.

Register

English

Feb 4, 2021 - Feb 4, 2021
10:00 am - 2:00 pm
Central US

$300 USD

IDEA Data Analysis

Level 1

LIVE, Online
Feb 8, 2021 9:30 am

The purpose of this two-day introductory course is to acquaint new users with the bulk of IDEA’s basic functionality and breadth of tools. Training is immediately hands-on, so participants have the opportunity to quickly interact with the software by completing exercises and case studies using sample data. Topics include manipulating and adding fields, building equations, importing data, using multiple databases, reconciling data, isolating specific records, identifying irregularities, sampling, and more.

Additional Notes:

You will be working within a virtual computer lab; you do not need IDEA installed in order to attend.
The use of two monitor screens is strongly recommended during your training course.
This is a live, instructor-led course, and attendance is required throughout the session.
Your trainer will send your login information one week prior to the course.

Cancellation Policy

CaseWare IDEA Inc. requires notice of cancellation no later than 10 business days before the training start date. If less than 10 business days’ notice is given, 50% of the training fee will be refunded up to three business days before the training start date. No refund is possible if notice of cancellation is received less than three business days before the training start date.

Please contact ideatraining@caseware.com with any questions.

Register

English

Feb 8, 2021 - Feb 9, 2021
9:30 am - 5:30 pm
Eastern US

$1150 CAD

IDEAScript for Data Analysts Level 2

Level 2

Live, Online
Feb 8, 2021 8:30 am

IDEAScript for Data Analysts Level 2 is a virtual, hands-on, advanced applications course that guides you through the creation of applications using a custom interface. This
course integrates the fundamental knowledge from the Introduction to IDEAScript to create applications that allow you to interface with the user.
You will be introduced to the use of Arrays to obtain data from users or from an IDEA® Database as well as error handling and validation to make your application a stronger solution.
Hands-on training will ensure you obtain the skills required to create powerful IDEAScript applications. You will also utilize the IDEAScript Editor to create a wide range applications to
help streamline your daily workflow. This training is instructor-led within a virtual desktop environment to guide you through various examples of different integrations and
provides you the ability to ask questions and test your knowledge.

 

  • Introduction to IDEAScript
  • IDEAScript Environment
  • Introduction to IDEA objects
  • Create scripts by Recording macros, using History and Project Overview
  • Script modification and clean-up
  • Utilize IDEA commands
  • Read database information
  • Modify IDEAScript for user interaction

 

Cancellation Policy:
You may reschedule for another date for the same event or substitute a co-worker without penalty as long as the substitute has similar or more advanced CaseWare IDEA skills. Rescheduling must be for an event within 12 months of the original event date. Otherwise the cancellation penalties below will apply.
Cancellations with a request for refund must be made in writing before the event start date. Any written cancellation request received 30 days prior to the start of the event will be subject to a US $50 processing fee. Cancellation requests received less than 14 days prior the start of the event will be subject to a US $250 non-refundable service charge. No refunds will be given for cancellation requests received within 7 days of the event start date. All requests for refunds will be processed within 30 days.

Register

English

Feb 8, 2021 - Feb 9, 2021
8:30 am - 4:30 pm
Central US

$850 USD

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