Gain experience in CaseWare IDEA Data Analysis Software and perform comprehensive tests related to controls and operational procedures.

Course Overview

This 2-day training course is designed to offer delegates a comprehensive introduction to IDEA Data Analysis. The course contains four mini sessions, each covering a standard audit/testing scenario:

  • Sales Analysis
  • Credit Card Expenses
  • General Ledger
  • Invoice Payments Authorisations

Comprising a mix of tutor-led theory and individual or group exercises, the course’s aim is to guide delegates through the scenarios, whilst equipping them with the knowledge to apply the powerful features to differing projects. Testing examples include:

  • Exploring corporate expenses, looking to understand spending patterns
  • Analysing customer-staff relationships, specifically sales discounts
  • Investigating duplicate invoicing and purchasing
  • Scrutinising authorisations and potential phantom suppliers
  • Examining potential conflicts of interest when payments are made

Course Benefits

Participation in this course will allow delegates to not only understand the purpose and features of IDEA, but to consider best practice approach to data analytics, for example: identifying business objectives, structured data acquisition, and effective reporting, all to increase efficiency and effectiveness.

The course is recognised by the CPD Institute and has a value of 14 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.

Upcoming Training Courses

Please note that all dates, times, and locations are subject to change.

For a full list of events please see here.

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

A really good and thoughtful course.

Stephanie Harrison
Head of Internal Audit
RHS Wisley

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

Excellent course, very well presented and explained.

Jeannine Marlow
Royal Horticultural Society

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
Walgreens Boots Alliance

Course exceeded my expectations.

Sharmain Solomon
Internal Auditor
University of Hertfordshire

Relaxed pace made the course open and enjoyable.

Ian Edwards
Internal Auditor
Walgreens Boots Alliance

Excellent course well delivered.

David Minogue
Audit Specialist
Dept. of Environment, Community and Local Government, Ireland

The trainer was very helpful and patient to new users like me. I now feel more confident to use IDEA on my own.

Jignesh Patel
Group Internal Auditor
Grafton Group

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
Internal Auditor