Solve problems beyond the basics of ‘who spent what’ and calculation cross-checks, to offer value-added audits and analyses.

Course Overview

This 2-day training course introduces advanced analytical techniques that will enable delegates to utilise IDEA to solve their own complex problems.

The course contains a number of comprehensive audit/testing scenarios of increasing complexity, each of which covers some of the more challenging real-life data issues that users may face. Combined with ‘CI101 Introduction to IDEA Data Analysis’, this course incorporates all IDEA Data Analysis functionality required to pass the CaseWare IDEA Certification Programme examination.

Areas covered include:

Personnel Audit

  • Analysis of Leavers
  • Conflict of Interest
  • Diversity
  • Equal Pay
  • Unusual Salaries and statistical outliers

Stock Control

  • Re-ordering analysis
  • Statistical analysis of performance
  • Valuation analysis

Local Authority Benefit Fraud

  • Multiple claims
  • Advanced duplicate detection and text searching

Statistical Analysis and Sampling

  • Benford’s Law
  • Correlation
  • Monetary unit sampling

Course Benefits

Focusing on the more complicated analytical situations that IDEA users may face, this course delves into the advanced capabilities of the software to provide the user with the ability to explore complex datasets and identify the hidden relationships and trends within.

Delegate Requirements

Delegates should be fully conversant with the CIDA foundation level functionality covered in ”CI101 Introduction to IDEA Data Analysis’, e.g. Summarisation, Stratification, basic Database Connectivity (Joins) and basic Data Manipulation (Equation Editor) – see Foundation Course Contents for further detail. Intermediate Training builds rapidly on the basics as we move swiftly into more advanced testing scenarios.

Delegates are expected to be self-starters who are confident at ‘having a go’ at solving more complex data relationships. However, the course is designed to ensure that no-one is left behind. At each stage of increasing complexity, solutions are provided to enable every delegate to keep on track and follow best practice.

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

The course was an excellent way to reinforce the work I had done using IDEA and to pick up more advanced techniques. The Trainer was approachable, knowledgeable and delivered the content with enthusiasm.

Michael McCarthy
Mersey Internal Audit Agency, NHS

James was an outstanding trainer who was patient, supportive, understanding and highly efficient. The course catered for all levels of understanding of IDEA and gave excellent examples as to how the various functions of IDEA could meet our requirements at work. It gave me an insight as to how powerful and resource saving the product can be. Additional support would be available outside of the course; which would be invaluable. Intense course but enormously beneficial. Thank you.

Sue Evans
Internal Auditor

Both trainers clearly had a good knowledge of the IDEA Data Analysis Software and practical application. They were also able to adjust the training content and timing as they went along to better met the needs of the delegates.

Paul Williams
Essex County Council

Trainer was very useful. Opened my eyes on functionality I didn’t know.

Adrian Gray
IT Audit
Mazars IE

Although I was relatively new to IDEA (having only completed in-house beginner’s training), James presented the course material so effectively that by the end of the course, I felt comfortable completing the exercises without peeking at the solutions (too often). This was the best software training course I have attended; it was very well presented and facilitated and the exercises were interesting, challenging and effective in their aims. Highly recommended – I am looking forward to putting my skills to use!

Cat Pennels-Cronje
Veritau Ltd

Very enjoyable and relevant to my own work. Useful practical exercises and well taught

Declan Comber
IT Audit
Mazars IE