IDEA Data Analysis Level 1


IDEA Data Analysis Level 2


IDEA Scripts for Analysts


IDEA Data Analysis CIDA Exam Preparation

IDEA Data Analysis Level 1 (Two Days)

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.

After completing this training, participants will be able to:

Understand the purpose and features of IDEA.

Consider business objectives to which IDEA can be applied.

Determine the data required and import the data.

Use IDEA in Audit, Finance, and other industries to increase efficiency and effectiveness.

Improve governance and controls, and reduce risk in their organization.

Course Outline

  • Introducing IDEA
  • Managing Databases
  • Obtaining and Importing Data
  • Reconciling and Examining Data
  • Isolating Specific Records
  • Profiling the Data
  • Identifying Irregularities
  • Sampling
  • Auditing a General Ledger File
  • Manipulating and Adding Fields
  • Building Equations
  • Using Multiple Databases
  • Working with Output
  • Recap Exercise
  • Documentation Standards
  • Other Products
  • Accessing Resources


Working knowledge of Microsoft® Windows® desktop environment Microsoft® Office® applications.

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