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Classroom Training In Your Area

IDEA Data Analysis

Level 2

Live, Online
Jun 1, 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

Jun 1, 2021 - Jun 2, 2021
8:30 am - 4:30 pm
Central US

$850 USD

Building Complex Equations

Level 2

Live, Online
Jun 3, 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

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

$300 USD

IDEA Data Analysis

Level 1

LIVE, Online
Jun 7, 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

Jun 7, 2021 - Jun 8, 2021
9:00 am - 5:00 pm
Eastern US

$1150 CAD

Intro to IDEA

Level 1

Live, Online
Jun 9, 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

Jun 9, 2021 - Jun 9, 2021
10:00 am - 2:00 pm
Central US

$300 USD

IDEA analyse de données

Level 1

EN DIRECT, en ligne
Jun 10, 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.

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

Jun 10, 2021 - Jun 11, 2021
9:00 am - 5:00 pm
Eastern US

$1150 CAD

IDEA Data Analysis

Level 1

LIVE, Online
Jun 16, 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.

Preparation for the course:

– Each attendee must have the current version of IDEA installed. Software can be supplied if required.
– We strongly recommend the use of two monitor screens for the training.
– Microphone and speakers/headset (headset is recommended)
– Stable Internet connection
– Please check GoToTraining system requirements for attendees here: https://bit.ly/2UR1SwK

Register

English

Jun 16, 2021 - Jun 17, 2021
9:00 am - 5:00 pm
Australian Eastern Time

$1250 AUD

IDEA Data Analysis

Level 1

Live, Online
Jun 22, 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

Jun 22, 2021 - Jun 23, 2021
8:30 am - 4:30 pm
Central US

$850 USD

IDEA Data Analysis

Level 2

LIVE, Online
Jun 23, 2021 9:00 am

This two-day course is ideal for those who have completed the IDEA Data Analysis Level 1 training or have a sound understanding of IDEA functionality. Participants learn more advanced topics, such as creating complex equations or criteria, automating tasks and connecting databases. Topics include advanced imports, data profiling with Benford’s Law, advanced extractions, connecting multiple databases, advanced @functions, custom functions, and introduction to automation in IDEA.

Preparation for the course:

– Each attendee must have the current version of IDEA installed. Software can be supplied if required.
– We strongly recommend the use of two monitor screens for the training.
– Microphone and speakers/headset (headset is recommended)
– Stable Internet connection
– Please check GoToTraining system requirements for attendees here: https://bit.ly/2UR1SwK

Register

English

Jun 23, 2021 - Jun 24, 2021
9:00 am - 5:00 pm
Australian Eastern Time

$1250 AUD

Intro to IDEA

Level 1

Live, Online
Jun 23, 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

Jun 23, 2021 - Jun 23, 2021
10:00 am - 2:00 pm
Central US

$300 USD

IDEA Appliqué à l’audit

Level

Paris, France
Jun 23, 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

Jun 23, 2021 - Jun 24, 2021
9:00 am - 5:00 pm
Central European Time

$949 EUR

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