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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

IDEA Data Analysis

Level 2

Live, Online
Feb 9, 2021 8:30 am

IDEA® Data Analysis Level 2 is a hands-on, two-day course, ideal for those who have completed the IDEA Data Analysis Level 1 training or already have a solid understanding of IDEA platform functionality. This training will cover more advanced principles, such as creating complex equations or criteria, automating tasks, and connecting databases.
Topics include, but are not limited to, advanced imports, data profiling with Benford’s Law, advanced extractions, connecting multiple databases, advanced @Functions, custom functions, and introduction to automation using IDEA.

 

Learning Objectives:

  • Handle difficult imports with greater confidence, speed, and accuracy
  • Create advanced extractions and summarizations
  • Connect multiple databases to bring data together from different sources for analysis
  • Apply advanced @Functions to perform complex calculations and testing
  • Perform advanced data profiling using Benford’s Law
  • Automate processes/tasks by working with Visual Script and IDEAScripts
  • Access resources available from CaseWare for continued learning

 

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 9, 2021 - Feb 10, 2021
8:30 am - 4:30 pm
Central US

$850 USD

Building Complex Equations with IDEA

Level 2

Live, Online
Feb 11, 2021 10:00 am

Building Complex Equations with IDEA® is a half-day hands-on workshop that will teach the practice of using IDEA @Functions and embedded equations to solve complex testing procedures. Registrants must have at least one year of consistent use of IDEA including importing, adding fields, extracting data, and summarizing data.

 

Learning Objectives:

  • Build nested @Functions
  • Work with dates
  • Extract multiple values from a column of information
  • Cleanse data to enhance your testing
  • Pull records containing specific words or phrases contained anywhere in a field
  • Use with multiple conditions without having to nest @IF statements

 

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 11, 2021 - Feb 11, 2021
10:00 am - 2:00 pm
Central US

$300 USD

Intro to IDEA

Level 1

Live, Online
Feb 17, 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 17, 2021 - Feb 17, 2021
10:00 am - 2:00 pm
Central US

$300 USD

Analyzing Travel & Expense Fraud in IDEA

Level 2

Live, Online
Feb 18, 2021 10:00 am

Analyzing Travel and Expense Fraud in IDEA is a half-day, hands-on workshop that will cover the entire process of T&E from start to finish, including how to work with key stakeholders, creating recovery processes, modeling fraud behaviors, and executing testing procedures. Travel & Entertainment expenses are a critical focus of proactive fraud audits and it can result in large recoveries and identification of potential losses. From fraud and abuse to clerical errors and loss prevention, this course will take you from novice to expert using IDEA to analyze T&E Expenses.

 

Learning Objectives:

  • Determine scope and create information requests
  • Create essential relationships with accounting, legal, and corporate security
  • Understand real fraud examples and model data for them
  • Perform reasonableness checks on merchant data
  • Identify duplicates and questionable items
  • Identify explicit businesses
  • Perform risk-based exception testing
  • Create effective audit reports

 

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 18, 2021 - Feb 18, 2021
10:00 am - 10:00 am
Central US

$300 USD

Certified IDEAScript Expert (CISE) - Advanced Prep Course

Level 2

Live, Online
Feb 22, 2021 8:30 am

The CISE – Advanced Prep Course is a virtual, instructor-led, one-day training that prepares you to take the Certified IDEA® Scripting Expert (CISE) exam. We will work through examples of
scripting functionality that represent the content covered in both the multiple choice section of the exam and the required scripting submission. In addition, you will learn tips, tricks, and other innovative approaches to advance your scripting development. Students will engage via a live, virtual desktop environment with the ability to individually test their knowledge, and ask questions.

 

<p>Learning Objectives:

  • Review Variables and Constants
  • Review IDEA objects
  • Programming best practices
  • Custom Dialog Boxes
  • Review different uses of logical statements

 

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 22, 2021 - Feb 22, 2021
8:30 am - 4:30 pm
Central US

$450 USD

IDEA Data Analysis

Level 1

Live, Online
Mar 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

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

$850 USD

Intro to IDEA

Level 1

Live, Online
Mar 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

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

$300 USD

IDEA Data Analysis

Level 1

LIVE, Online
Mar 8, 2021 9:00 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

Mar 8, 2021 - Mar 9, 2021
9:00 am - 5:00 pm
Eastern US

$1150 CAD

IDEA Data Analysis

Level 2

Live, Online
Mar 9, 2021 8:30 am

IDEA® Data Analysis Level 2 is a hands-on, two-day course, ideal for those who have completed the IDEA Data Analysis Level 1 training or already have a solid understanding of IDEA platform functionality. This training will cover more advanced principles, such as creating complex equations or criteria, automating tasks, and connecting databases.
Topics include, but are not limited to, advanced imports, data profiling with Benford’s Law, advanced extractions, connecting multiple databases, advanced @Functions, custom functions, and introduction to automation using IDEA.

 

Learning Objectives:

  • Handle difficult imports with greater confidence, speed, and accuracy
  • Create advanced extractions and summarizations
  • Connect multiple databases to bring data together from different sources for analysis
  • Apply advanced @Functions to perform complex calculations and testing
  • Perform advanced data profiling using Benford’s Law
  • Automate processes/tasks by working with Visual Script and IDEAScripts
  • Access resources available from CaseWare for continued learning

 

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

Mar 9, 2021 - Mar 10, 2021
8:30 am - 4:30 pm
Central US

$850 USD

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