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AuditNet® Training::Idea-software-recorded-training-via-practical-application

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IDEA Training Via Practical Applications

$399

Auditors and Technology

IDEA Audit Software Training - According to the PwC's most recent State of the Internal Audit Profession Study most CAE's acknowledge that data analytics technologies are important for strengthening audit coverage and gaining a better understanding of risk, yet less than one third of their departments use such tools regularly. An AuditNet® survey reinforced this fact that most auditors are using the technology on an "ad hoc basis". Despite the fact that the technology has been available for more than two decades it is still not standard practice for the majority of the profession.Auditor's and Technology

IDEA Audit Software Training

This webinar series is designed to bring you a structured learning curriculum for CaseWare IDEA and is conducted in conjunction with AuditNet®. You may purchase the recordings for the series 

Webinar Leader

Richard Cascarino, CIA, CISM, CFE, CRMA is a consultant and lecturer with over 28 years experience in IT Risk, Audit, Governance, Forensic, Internal and IT auditing education and author of the books Internal Auditing-an Integrated Approach, Auditor’s Guide to IT Auditing, Corporate Fraud and Internal Control and the forthcoming book Internal Auditor's Guide to Data Analytics. He is also a contributing author to the Governance section of Finance: The Ultimate Resource and is a frequent speaker at IIA and ISACA courses and conferences.

He is a Past President of the IIA – South Africa and founded the African Region of the IIA Inc.

About the Series

The IDEA Series is a series of 12  2-hour recorded webinars.

Who should attend

The series is aimed primarily at auditors, both internal and external, who are beginning their career in Computer Auditing or who wish to understand how to use IDEA. The series builds rapidly to shorten the time period to productivity and effectiveness.

Cost $399 for the complete series of 12 Webinars with handouts and player. 

CPE is not available for viewing the recordings. If you are interested in CPE then you must take the live training

Click below to pay for the flash drive (mailing address required)

Training on the Go

1.  IDEA Basics, Getting Started, and Basics of Importing Data

This first course will get you off to a quick start in utilizing IDEA.  While basic techniques and data importing are covered, practical knowledge that can be used immediately will also be included. 

The specific learning topics are:

  • Assess what data is needed for reports and preparing a data request
  • Use basic IDEA functions and features including creating and using a project file
  • Learn to define IDEA Audit Objectives
  • Assess what data is needed for reports and preparing a data request
  • CPE: N/A
  • Basic Delivery Method: Video Recording
 

 2. Importing Data - The Complete Course in All File Types and Data Tricks to Get Your Data Ready for Analysis

 This course will teach you to import, combine, and define various types of data into IDEA SoftwareTM and understand the difference between the tables and implications for the import process.

The specific learning topics are:

  • Importing a number of different data types and formats
  • Access the Import Assistant Select the File to Import
  • File Type
  • Specify Record Length
  • Specify Field Delineators
  • Field Details
  • Create Fields
  • Import Criteria
  • Appending a Virtual Field

  • Recorded
  • CPE: N/A
  • Program Level / Prerequisites and Advance Preparation: Basic / None 
  • Basic Delivery Method: Group Internet Based 
  • Recommended Category: Specialized Knowledge and Applications 
  • Cost: $59 

3. Conducting basic Data Analysis with IDEA 

This course covers the major functions which are in everyday use by the auditor in any use of IDEA and which form the basis of advanced audit techniques.

The specific learning topics are:

  • Summarizing the Data
  • Stratifying the Data
  • Viewing the Results Graph
  • Creating a Pivot Table
  • Joining Databases
  • Reviewing the History
  • Using Display All Records Containing
  • Performing a Record Extraction
  • Identifying Duplicate Invoices
  • Identifying Gaps in an Invoice Number Sequence
  • Performing a Key Value Extraction
  • Performing a Record Extraction Using an @Function
  • CPE: N/A
  • Basic Delivery Method: Video Recording

 4. Reporting using IDEA 

In today's environment the audit department is frequently judged on the quality of its primary output, the Audit Report and this can affect the perception of the professionalism of the whole department. In many cases the effectiveness of the audit itself can be affected by the non-acceptability of the Audit Report. As such, it is critical that the report is perceived to be professional and communicate the desired message in a clear, concise and unambiguous way. This course covers the formation of professional reports using IDEA. 

The specific learning topics are:

  • Designing a Report
  • Report Assistant
  • Headings Step
  • Define Breaks Step
  • Report Breaks Step
  • Grand Totals Step
  • Header/Footer Step
  • Previewing and Printing a Report
  • CPE: N/A
  • Basic Delivery Method: Video Recording

    5. Importing Data from Reports using the IDEA Report Reader  

    In some cases the only source of data is an already printed report of an electronic version of such a report. This course covers the importation of such data into an analyzable form.

    The specific learning topics are:

    • Examine the Data and its Layout
    • Select a Sample Line and an Anchor Line
    • Define a Trap
    • Define Field Anchors
    • Save the Layer
    • Scan for Errors
    • Preview the Database
    • Create an Append Layer
    • Rearrange the Field Order
    • Saving the Template
    • Converting the File
    • Recorded
    • CPE: N/A
    • Basic Delivery Method: Video Recording

     6. Advanced Report Importing 

    Building on the previous course, this advanced module looks at importing from more complex print files.

    The specific learning topics are:

    • Use Value from Previous Record
    • Headers, Footers, and Page Breaks
    • Multi-Line Entries and Multi-line Field Options
    • Pre-Append and Post-Append Layers
    • Using Floating Traps
    • Create a Floating Trap
    • Excluding Lines
    • Using Filters
    • Recorded
    • CPE: N/A
    • Basic Delivery Method: Video Recording

     7. Using Statistics in IDEA 

    The power of IDEA lies in the ability to interrogate large volumes of data. In some cases, the computer is used only to narrow the field of records the auditor may wish to perform more detailed testing upon. Under these circumstances, the auditor may choose to use statistical sampling techniques.

    The specific learning topics are:

    • Stat versus non-stat sampling
    • Variable vs Attribute sampling
    • Monetary unit sampling
    • Learn to use Field Statistics, within IDEA
    • Random selection of records for examination
    • Recorded
    • CPE: N/A
    • Basic Delivery Method: Video Recording

    8. Continuous Monitoring using Advanced Statistical Analysis

    IDEA’s Advanced Statistical Methods can be used by analysts as a component of a continuous monitoring set of routines. Depending on the nature of the functional area the analysis may take a variety of forms.

    The specific learning topics are:

    • Correlation Analysis
    • Trend Analysis
    • Time Series Analysis
    • Recorded
    • CPE: N/A
    • Basic Delivery Method: Video Recording

    9. Basic Script Writing in IDEA 

    Basic concepts of script writing and benefits of automating your data projects will be covered in this IDEA course.  IDEA includes a development tool known as IDEAScript for creating macros to extend the functionality of IDEA. IDEAScript can be recorded, written from scratch, or a combination of both.

    Developing scripts and implementing best practices will show you how to increase the efficiency of your data analytics projects by analyzing transaction sets on a regular basis. And by facilitating the running of pre-prepared scripts by less experienced auditors.

    The specific learning topics are:

    • Understand IDEA scripts and the value of automating data work
    • Record, create, and edit macros with IDEAScript (a customizable VBA-compatible scripting tool) and Visual Script
    • Learn and document best practices for script development  
    • Recorded
    • CPE: N/A
    • Basic Delivery Method: Video Recording

    10. Using Advanced @ Functions

    IDEA provides @Functions for performing operations such as date arithmetic, financial and statistical calculations as well as text searches. In addition, the auditor can also create custom functions.

    The specific learning topics are:

    • The use of standard IDEA @Functions
    • Using @Functions in the Equation Editor
    • Tailoring your own @Functions
    • Recorded
    • CPE: N/A


    • Basic Delivery Method: Video Recording

    11. Advanced Script Writing in IDEA Part 1 

    Advanced concepts of script writing and benefits of automating your data projects will be covered in this IDEA course. IDEA includes a development tool known as IDEAScript for creating macros to extend the functionality of IDEA. IDEAScript can be recorded, written from scratch, or a combination of both.

    Developing scripts and implementing best practices will show you how to increase the efficiency of your data analytics projects by analyzing transaction sets on a regular basis. And by facilitating the running of pre-prepared scripts by less experienced auditors.
    The specific learning topics are:
    Continuation from the Basic Script Writing class learning advanced techniques

    • Understand IDEA scripts and the value of automating data work
    • Record, create, and edit macros with IDEAScript (a customizable VBA-compatible scripting tool) and Visual Script
    • Learn and document best practices for script development
    • Recorded
    • CPE: N/A
    • Basic Delivery Method: Video Recording

    12 Advanced Script Writing in IDEA Part 2 

    Advanced concepts of script writing and benefits of automating your data projects will be covered in this IDEA course. IDEA includes a development tool known as IDEAScript for creating macros to extend the functionality of IDEA. IDEAScript can be recorded, written from scratch, or a combination of both.

    Developing scripts and implementing best practices will show you how to increase the efficiency of your data analytics projects by analyzing transaction sets on a regular basis. And by facilitating the running of pre-prepared scripts by less experienced auditors.

    The specific learning topics are:
    • Continuation from the Basic Script Writing class learning advanced techniques
    • Understand IDEA scripts and the value of automating data work
    • Record, create, and edit macros with IDEAScript (a customizable VBA-compatible scripting tool) and Visual Script
    • Learn and document best practices for script development
    • Recorded
    • CPE: N/A
    • Basic Delivery Method: Video Recording