Our 2 day Caseware IDEA Data Analysis Level 1 course acquaints new users with the bulk of IDEA’s basic functionality and breadth of tools. Training is hands-on, so participants have the opportunity to quickly interact with the software by completing exercises and case studies using sample data.

After completing this training, participants will be able to:

• Understand the purpose and features of Caseware IDEA
• Consider business objectives to which Caseware IDEA can be applied
• Determine the data required and import the data
• Use Caseware IDEA to increase efficiency and effectiveness in their business

Course Topics include

Introducing Caseware IDEA
Understanding how to save and organise your work
Importing the data from various sources such as Excel, CSV & Reports
Reconciling and examining the data
Isolating specific transactions for further investigation
Identifying irregularities using Duplicate and Gap detection
Profiling the data using Summarisation, stratification and pivot tables
Using sampling techniques such as random, systematic and stratified random sampling
Manipulating and adding fields
Building complex equations
Working with multiple databases using Append and Join techniques
Export, publishing and review your audit work and results
Accessing Resources

This two-day course is ideal for those who have completed the IDEA Data Analysis Level 1 training or have a sound understanding of Caseware IDEA functionality. After completing this training, participants will be able to:

• Apply advanced data analytics techniques and best practices
• Increase productivity and apply advanced analytics to larger, more complex data sets
• Begin to automate tasks and workflows
• Use Caseware IDEA with confidence and act as a resource for others in the workplace

Course Topics Include

• Advanced Print Report importing
• Advanced Extractions
• Searching and Action fields
• Visual Connector and Comparing databases
• Advanced @Functions
• Custom Functions
• Advanced Data Profiling using Benford’s Law
• Introduction to Automation in Caseware IDEA