Classroom Training In Your Area
IDEAScript for Analysts Level 1 – May 22 -23 – Online
Level 1
Live, Online
May 22, 2023 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.
After completing this training, participants will be able to:
- Introduction to IDEAScript
- IDEAScript environment
- Introduction to IDEA Objects
- Creating scripts by recording macros, using history and project overview
- Script modification and clean up
- IDEA Commands
- Reading database information
- Modifying 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.
English
May 22, 2023 - May 23, 2023
8:30 am - 4:30 pm
Central US
IDEA Data Analysis Level 1 – May 30 - 31 – Online
Level 1
Live Online
May 30, 2023 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.
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
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 a 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 to 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
May 30, 2023 - May 31, 2023
8:30 am - 4:30 pm
Central US
IDEA Data Analysis – Intro to IDEA – May 31 – Online
Level 1
Live, Online
May 31, 2023 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 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.
After completing this training, participants will be able to:
-
- 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 Join Databases
- Filter data and create 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 a 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 to 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.
RegisterEnglish
May 31, 2023 - May 31, 2023
10:00 am - 2:00 pm
Central US
Mastering Problem Imports with IDEA – June 1 – Online
Level 2
Live, Online
Jun 1, 2023 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.
After completing this training, participants will be able to:
- 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
- Floating traps and 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 a 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 to 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.
English
Jun 1, 2023 - Jun 1, 2023
10:00 am - 2:00 pm
Central US
IDEA Data Analysis Level 2 - June 6 - 7 - Online
Level 2
Live, Online
Jun 6, 2023 8:30 am
Taking Your IDEA Skills to the Next Level
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.
After completing this training, participants will be able to:
- 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 a 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 to 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 6, 2023 - Jun 7, 2023
8:30 am - 4:30 pm
Central US
Analyzing Accounts Payable in IDEA - June 8 - Online
Level 1
Live, Online
Jun 8, 2023 10:00 am
Analyzing Accounts Payable in IDEA® is a half-day, instructor-led case study that walks students through their role as an auditor hired to perform an Accounts Payable Audit and Fraud Investigation at Bright IDEAs, Inc. The auditor evaluates business and audit risks associated with AP and then reviews potential tests that can be used to address those risks. The case study includes a review of using IDEA to import data files, profile payments, extract unusual transactions, using Benford’s Law, join data files and much more. We will also utilize a portion of the IDEA Data Analysis Workbook for your reference.
After completing this training, participants will be able to:
- Extract unusual transactions including rounded amounts, cash, and zero dollar payments
- Identify payments made above authorized transaction levels
- Identify missing checks and payments with unusual timing
- Detect invoices paid in irregular time frames
- Find “after-the-fact” invoices
- Identify payments made to unauthorized suppliers
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 to 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 8, 2023 - Jun 8, 2023
10:00 am - 2:00 pm
Central US
IDEA Data Analysis Level 1 – June 13 - 14 – Online
Level 1
Live , Online
Jun 13, 2023 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.
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
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 a 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 to 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 13, 2023 - Jun 14, 2023
8:30 am - 4:30 pm
Central US
IDEA Data Analysis – Intro to IDEA – June 14 – Online
Level 1
Live, Online
Jun 14, 2023 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 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.
After completing this training, participants will be able to:
-
- 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 Join Databases
- Filter data and create 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 a 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 to 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.
RegisterEnglish
Jun 14, 2023 - Jun 14, 2023
10:00 am - 2:00 pm
Central US
CIDA Exam Preparation – June 15 – Online
Level 2
Live, Online
Jun 15, 2023 8:30 am
Stand Out with the CIDA Certification
The IDEA® Data Analysis CIDA Exam Prep is a one-day course that will prepare you to take the Certified IDEA Data Analyst (CIDA) exam. A real world case study is utilized to simulate the style and content that is incorporated in the exam. We will review the core components of IDEA, such as importing, data profiling, testing for irregularities, creating new fields, and working with multiple files and large data sets. Additional tests and functions, and modern approaches, not covered in previous courses, will also be showcased.
After completing this training, participants will be able to:
-
- Import and reconcile project data
- Profile and isolate payment data
- Identify irregularities using Field Manipulation
- Summarize and work with multiple files
- Review of the Equation Editor and @Functions
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 a 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 to 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 15, 2023 - Jun 15, 2023
8:30 am - 4:30 pm
Central US
IDEAScript for Data Analysts Level 2 – June 19 - 20 – Online
Level 2
Live, Online
Jun 19, 2023 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.
After completing this training, participants will understand:
- Introduction to Arrays
- Introduction to Custom Dialogs
- Error Validation
- Application Development
- Good Programming Practices
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 19, 2023 - Jun 20, 2023
8:30 am - 4:30 pm
Central US
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