Kindly note that our support team will be on training every Tuesday morning until 9am(SAST). Please access our knowledge base for further assistance


Why you should attend?

This training will provide an overview on how to use the IDEA software to audit and test databases, build equations and select samples. This tool will assist you to provide more reasonable assurance from an Audit perspective as well as enhance audit engagement efficiencies.

Our instructor-led on-site and classroom training provides new and current IDEA® users with the momentum required to learn the basics, fine-tune existing skills, and master IDEA. This training is intended for:

• Individuals seeking to start or advance a career using data analytics.

• Organizations looking to maximize their value by investing in world-class IDEA Training for their employees.


IDEA Training for new hires and refresher training for veteran employees demonstrates a commitment to professional development. Many employees report that training leads to greater job satisfaction, productivity, and a strong intent to remain with an organization. It takes the best tools and skills to do any job well, but employees are often asked to use company software with little, if any, training.


IDEA Training provides employees with the skills and confidence they need to make an impact organization-wide.

Course overview:

CI101 - IDEA Data Analysis Level 1

  • Prerequisites - IDEA needs to be installed on your workstation before the training commences.
  • Introducing IDEA
  • Managing Databases
  • Obtaining and Importing the Data
  • Reconciling and Examining the 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 (exporting data and customizing reports)
  • Documentation of Standards
  • Other Products
  • How to Access Resources

Get the most from IDEA:

We’ll help you realize the full potential of IDEA and its application to real-world business challenges.

• Automate routine tasks and focus more effort on complex, high-value data analysis.

• Earn CPE credits.

• Identify trends in financial data.

• Profile customer data for improved sales and a reduction in bad debts.

• Identify breakdowns in communication between departments to eliminate waste and improve service.



Please Note: The training delegate minimum requirement is 6 delegates, should we not meet this number the training will be rescheduled to the next training dates. If training is cancelled, we will inform you prior to the training date.


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