Caseware IDEA® Training Courses

As an external auditor, your client's data can seem complex with no clear connecting thread. CaseWare IDEA® enables you to execute analytics and transform it into valuable audit evidence.

CaseWare IDEA® helps you discover the story in your client's data. Stop following loose ends and testing endless samples. Find the main focus and save countless hours in your audits. Let us show you how to empower your firm with analytics and CaseWare IDEA®.





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.



CI101 - IDEA Data Analysis Level 1

15 Apr 2026 - 17 Apr 2026

09:00 - 17:00

South Africa, Johannesburg

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CI101 - IDEA Data Analysis Level 1

18 May 2026 - 20 May 2026

09:00 - 17:00

South Africa, Cape Town

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CI101 - IDEA Data Analysis Level 1

03 Jun 2026 - 05 Jun 2026

09:00 - 17:00

South Africa, Johannesburg

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CI101 - IDEA Data Analysis Level 2

08 Jun 2026 - 10 Jun 2026

09:00 - 17:00

South Africa, Durban

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CI101 - IDEA Data Analysis Level 2

08 Jul 2026 - 10 Jul 2026

09:00 - 17:00

South Africa, Johannesburg

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CI101 - IDEA Data Analysis Level 2

20 Jul 2026 - 22 Jul 2026

09:00 - 17:00

South Africa, Cape Town

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CI101 - IDEA Data Analysis Level 1

18 Aug 2026 - 20 Aug 2026

09:00 - 17:00

South Africa, Johannesburg

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CI101 - IDEA Data Analysis Level 1

07 Oct 2026 - 09 Oct 2026

09:00 - 17:00

South Africa, Johannesburg

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CI101 - IDEA Data Analysis Level 2

18 Nov 2026 - 20 Nov 2026

09:00 - 17:00

South Africa, Johannesburg

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CI101 - IDEA Data Analysis Level 1

02 Dec 2026 - 04 Dec 2026

09:00 - 17:00

South Africa, Johannesburg

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CI102 - IDEA Data Analysis Level 2

  • Prerequisites - IDEA Data Analysis Level 1, working knowledge of IDEA.
  • Advanced Imports of Data
  • Advanced Data Extractions (exceptions testing)
  • Connecting Multiple Databases
  • Advanced Functions
  • Custom Functions
  • Advanced Data Profiling using Benford’s Law
  • Introduction to Automation in IDEA
  • Case Study
  • Management Report (Case Study)
  • Information on CIDA Certification
  • CIDA Certification Practice Questions

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.



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