CI101 Introduction to IDEA Data Analysis

Course Overview

This 2 day training course is designed to offer delegates a comprehensive introduction to IDEA Data Analysis.

Delegates gain experience in using CaseWare IDEA 10 to perform comprehensive substantive tests of transactions. These often tie into checks of operational procedures and controls e.g.

  • Investigating duplicate invoicing and purchasing
  • Investigating occurrence – sales
  • Investigating authorisations and potential phantom suppliers
  • Cross-checking calculations
  • Investigating potential conflicts of interest when payments are made

The course comprises 8 mini sessions over two days. Each session involves at least one auditing / testing objective and a set of IDEA learning objectives to enable delegates to come to grips with the product. This will involve following the tutor on screen but will also involve individual and group exercises. Delegates will generally be working individually, with the opportunity to work in pairs and groups.

Our aim is to guide delegates to the scenario solutions whilst equipping them with the ability to use the product in anger on their return to the office.

The course is recognised by the CPD Institute and has a value of 7 hours.

Delegate Requirements

No prior knowledge of IDEA is required but it is clearly preferable for delegates to be working within the audit arena or to be familiar with the concept of data analytics. Competency in basic use of Windows applications is expected. Familiarity with browsing to a file and copying and pasting files within windows is advantageous when we populate our projects with test files – but this is a minor part of the training and the tutor will guide delegates on-screen.

Training Scenarios

  • Analysis of Sales
  • Credit Card Expenses
  • General Ledger Testing
  • Invoice Payments Authorisation Audit

IDEA Functionality Covered

This CIDA foundation level course covers a lot of ground in order to ensure that delegates are able to start utilising the product immediately on their return to the office.


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Download Course Guide


Public courses

Delegate fee: £895 + VAT (includes refreshments, buffet lunch and training material).

To book a Scheduled Training Course please select from the available dates above.

In-house training

Minimum number 4, maximum number 8 per course.

Price (per person) on request – capped trainer travel expenses will be charged.

To book or discuss in-house training, please call
+44 (0)1892 512348 or email

“The course was everything that I needed and more. Julian could not have done more to accommodate everybody and to support us through the course. Thank You.”

Lorraine Hook

“The trainer, Julian Bishop, was very knowledgeable about the software and was very helpful in answering our queries. I came away from the training session feeling a lot more confident about using IDEA for audit work in the future now that I have attended the training course.”

Joseph Agbalaka
Ipswich Borough Council

“Many thanks again for presenting the course so well… was excellent and so worthwhile.  IDEA is starting to come alive for me now.”

Des Kernan
Internal Control / Dept. of Social Protection Ireland

“Really helpful; given me lots of ideas about how we could use IDEA and the confidence to begin using it more.”

Andrew Bidwell
Senior Internal Auditor / University of Bath

“Valuable introduction to IDEA. Presenter very helpful in presentations and encouraged questions/feedback. Very helpful in resolving issues/answering questions. Thanks for your help Julian.”

Melanie Parker
Group Internal Audit and Risk Consultant / Wallgreens Boots Alliance

“Very good course. A lot to take in but useful tool and insight given. Very good.”

Lorraine O’Hara
Audit Clerical Officer / Dept. of Health, Ireland

“Met my needs and expectation. More confident to use the product now.”

Nonyelum Nnamani
Data Analyst / HMRC

“I feel much happier and more confident using IDEA. Thanks.”

Angela Burnett
Auditor / Aster Group

“Thoroughly enjoyable course.”

Jenny Trevor
Internal Audit / Wales Audit Office
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