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Classroom Training In Your Area

IDEA Data Analysis

Level 2

LIVE, Online
Jul 7, 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.

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

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

$1150 CAD

IDEA Data Analysis – Intro to IDEA – July 7 – Online

Level 1

Live, Online
Jul 7, 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 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.

Register

English

Jul 7, 2021 - Jul 7, 2021
10:00 am - 2:00 pm
Central US

Analyzing Inventory in IDEA

Level 2

Live, Online
Jul 8, 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

Jul 8, 2021 - Jul 8, 2021
10:00 am - 2:00 pm
Central US

$300 USD

Introduction to Programming for Data Analysts– July 12-13 – Online

Level 1

Live, Online
Jul 12, 2021 8:30 am

Introduction to Programming is a 2-day, virtual and hands-on course designed for those who have little to no knowledge of programming, and want to obtain the skills needed to develop complex applications. Students will be guided through key programming concepts including commenting, variables, user input, logic and design, loops, and functions. They will also join a live, instructor-led virtual desktop environment where they will individually be able to test their knowledge, and ask questions. This training will utilize the IDEAScript Editor to navigate through the fundamentals and provides a brief introduction to the integration of programming and IDEAScript.

 

 

After completing this training, participants will be able to:

 

  • Understand Variables and Constants, and how to use them effectively
  • Create basic dialog boxes to request and accept information from the user
  • Create, modify and reuse functions
  • Use conditions and logical statements
  • Introduction to Branching and Loops

 

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

Jul 12, 2021 - Jul 13, 2021
8:30 am - 4:30 pm
Central US

CIDA Exam Preparation – July 13 – Online

Level 1

Live, Online
Jul 13, 2021 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

Jul 13, 2021 - Jul 13, 2021
8:30 am - 4:30 pm
Central US

IDEA Data Analysis

Level 1

LIVE, Online
Jul 14, 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

Jul 14, 2021 - Jul 15, 2021
9:00 am - 5:00 pm
Eastern US

$1150 CAD

IDEA Data Analysis Level 1 - July 20-21 – Online

Level 1

Live, Online
Jul 20, 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.

 

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

Jul 20, 2021 - Jul 21, 2021
8:30 am - 4:30 pm
Central US

IDEA Data Analysis – Intro to IDEA – July 21 – Online

Level 1

Live, Online
Jul 21, 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 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.

Register

English

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

Mastering Problem Imports with IDEA – July 22 – Online

Level 1

Live, Online
Jul 22, 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.

 

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.

 

Register

English

Jul 22, 2021 - Jul 22, 2021
10:00 am - 2:00 pm
Central US

IDEAScript for Analysts Level 1 – July 26-27 – Online

Level 1

Live, Online
Jul 26, 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.

 

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.

 

Register

English

Jul 26, 2021 - Jul 27, 2021
8:30 am - 4:30 pm
Central US

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