Turning Excel Data into Clear, Actionable Reports Using IDEA | 90 Minutes – Online Course
This online course is designed for Excel users who want to create reliable, structured, and audit-ready reports using IDEA data analytics software. It focuses on practical reporting techniques that help professionals move beyond manual spreadsheets and improve the quality, accuracy, and efficiency of data analysis.
First, participants learn how IDEA complements Excel in handling large datasets and audit evidence. The course then explains how to structure data, apply filters, and generate clear reports that support audit, compliance, and assurance objectives. As a result, learners gain confidence in producing consistent and repeatable outputs.
Next, the course demonstrates how IDEA supports audit reporting and data analysis through practical examples. Participants see how to transform raw Excel data into meaningful reports that highlight trends, exceptions, and risks. In addition, the course emphasises documentation, transparency, and auditability, which are critical in regulated environments.
Importantly, this course requires no prior experience with IDEA. It uses clear explanations, familiar Excel concepts, and step-by-step demonstrations. Therefore, professionals can quickly apply what they learn in real audit and reporting scenarios.
Finally, the course is delivered fully online in a short, focused format. Upon completion, participants earn CPE credits and gain practical skills to improve reporting quality, support audit conclusions, and strengthen data-driven decision-making.
This introductory course is based on CaseWare IDEA®.
Key Learning Features
By completing this course, you will:
- Designed specifically for Excel users transitioning to IDEA
- Focuses on creating clear, reliable audit and data reports
- Demonstrates how to analyse large datasets efficiently using IDEA
- Covers audit reporting, exception analysis, and data validation
- Emphasises accuracy, consistency, and audit-ready documentation
- Uses practical examples aligned to audit, compliance, and assurance work
- Requires no prior experience with IDEA
- Delivered as a short, focused online CPE course
- Includes CPE credits and a certificate of completion
For More Information
Courses accessed through the Shasat platform are supported by dedicated customer service, including assistance for corporate and group enrolments, to ensure a smooth and effective learning experience. For further information about this course or to discuss enrolment options, please contact our customer service team. We are happy to answer your questions and support your professional development journey.
Instructor Bio
The course instructor will be one of our highly experienced faculty members.
Our Faculty: Expertise That Drives Success
Shasat works with a global faculty of over 30 experienced practitioners, recognised for their hands-on expertise across accounting, finance, data, technology, and business transformation.
This course is led by one of Shasat’s senior AI and finance transformation specialists, with practical experience applying artificial intelligence across accounting, audit, finance, and risk functions. The instructor has supported organisations in using AI to improve financial processes, strengthen controls, and enhance data-driven decision-making in regulated environments.
The instructor brings real-world insight into AI applications for accounting, including data preparation, reconciliations, financial analysis, reporting, forecasting, and internal controls. Their experience also covers AI governance, data quality, and risk considerations relevant to accounting and finance professionals.
Shasat faculty combine industry experience with structured instructional design to deliver clear, practical, and outcomes-focused learning. Participants benefit from applied examples and professional frameworks that can be used immediately in AI-enabled accounting and finance roles.
Our Partners
Our Partners in Learning
Course Description
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Introduction to IDEA
Definition, benefits, and common use cases for IDEA in audit and data analysis.
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Navigating the IDEA Interface
Overview of the IDEA workspace and core features.
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Importing Data into IDEA
How to load and prepare data for analysis and reporting.
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Core IDEA Functionality
Introduction to essential IDEA tools used in everyday analysis.
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Creating Reports in IDEA
Building clear, structured, and audit-ready reports using IDEA.
This course agenda and related content are proprietary to Shasat. Unauthorised copying, reproduction, distribution, or use of this material, in whole or in part, is strictly prohibited without prior written consent.
© Shasat 2026. All rights reserved.
Why you must attend?
In a fast-changing professional environment, continuous learning is essential to stay current with evolving standards, technologies, and regulatory expectations. Short, focused CPE and CPD courses allow professionals to build relevant skills efficiently while maintaining technical competence and professional compliance.
Shasat’s online courses are designed to deliver practical, job-relevant learning in a concise format. Each course focuses on real-world application, enabling participants to gain usable knowledge that can be applied immediately in professional settings. The emphasis is on clarity, relevance, and efficiency.
Delivered fully online, Shasat courses support flexible learning alongside work commitments. Content is structured, practical, and outcomes-driven, making it suitable for professionals who want targeted learning without long programme commitments.
Whether you are maintaining professional requirements, updating technical knowledge, or building capability in emerging areas, this course provides a focused learning experience that supports continuous professional development and long-term career growth.
Teaching methodology
- Expert Faculty: Courses are led by experienced industry practitioners with real-world implementation experience.
- Practical Focus: Learning is grounded in real-world examples and professional use cases.
- Structured Learning: Clear, well-organised content designed for short, focused study.
- Applied Resources: Practical tools and reference materials to support immediate application.
- Flexible Delivery: Online format designed to fit around busy professional schedules.
- Interactive Learning: Engaging content that reinforces understanding and practical use.
- Professional Recognition: Earn CPE/CPD credits and a certificate of completion.
Who Should Attend?
These short online courses are designed for professionals who want to stay current, build targeted skills, and meet ongoing CPE or CPD requirements, including:
- Accounting and finance professionals
- Auditors and tax practitioners
- Finance managers, controllers, and CFOs
- Risk, compliance, and governance professionals
- Business leaders and decision-makers
- Consultants and advisory professionals
- Professionals exploring emerging areas such as AI, data, or digital finance
Whether you are refreshing core knowledge, developing new capabilities, or responding to changing professional demands, these courses provide flexible, focused learning at every career stage.
Feedback
Participant feedback is an important part of Shasat’s learning approach. After completing each course, learners are invited to share feedback through a short evaluation. This feedback helps us continuously improve course content, delivery, and relevance, ensuring a high-quality learning experience across our short online programmes.
Venue & other info
Our training programs take place at the most prestigious professional training facilities in the city. Our venues have been meticulously chosen and expertly crafted to deliver an unparalleled and sophisticated learning experience. To further elevate your training journey, we will offer an array of refreshments including gourmet tea/coffee, delectable snacks, and a sumptuous lunch to sustain you throughout the course. Your comfort and satisfaction are of the utmost importance to us. One week before the program begins, you will receive comprehensive joining instructions that include the exact venue details.
Please note that accommodation arrangements are the responsibility of the attendee.
Workshop Delivery (Online Programs)
The workshop will be delivered via the online platform. Upon registration, all participants will receive comprehensive joining instructions for the training program. This fully virtual event will encompass expert instruction, quality content, personalized learning experience, review questions, and post-event consultation to address specific concerns and support your continued growth.
In-Person Workshop
Please be advised that for all in-person training programs, joining instructions will be sent via email to registered participants one week prior to the program’s commencement. These instructions will provide comprehensive information regarding the venue location, date, and time, as well as other important details such as parking arrangements, dress code, and any necessary equipment or materials. Kindly ensure that you carefully review the joining instructions and follow the guidelines provided to ensure a smooth and well-organized experience during the program.
Changes to the conference
Shasat reserves the right, at its sole discretion, to make modifications to the format, speakers, participants, content, venue location, program, or any other aspect of the conference, at any time and for any reason, without incurring any liability. This policy has been implemented due to recent events such as the Covid-19 pandemic and other jurisdictional restrictions. These modifications may include but are not limited to, changes necessitated by a Force Majeure Event.
We are pleased to offer sponsorship opportunities for our training programs, providing companies with a unique platform to showcase their brand and services to a highly engaged and relevant audience. By becoming a sponsor, your organization will have the opportunity to build brand awareness, demonstrate thought leadership, and cultivate valuable relationships with industry professionals. Our programs offer a platform to reach a targeted audience and generate new business leads while showcasing your expertise. The benefits of sponsorship include increased brand exposure, opportunities to connect with key decision-makers, and a platform to promote your products and services. We invite you to take advantage of this prime opportunity and partner with us to enhance your visibility and impact within the industry.
We kindly request that you carefully review all of the terms and conditions outlined on our website. This information is critical in ensuring a clear understanding of our policies and procedures. Please follow the link provided to access this information.
Discover more about Shasat by exploring our “About Us” page, where you can gain insights into our company’s mission, values, and history, and learn how we can help you achieve your goals.
Payment
Enroll in our program with ease by choosing from our secure online payment options. You can make a payment through our website using PayPal or Stripe, or opt for a bank transfer, demand draft, or cheque payment. Our payment page will provide all necessary options during checkout. If you encounter any issues, our customer service team is here to assist you. Simply reach out to us with your selected course, and we’ll guide you through the payment process.
We kindly request that you take into consideration any associated bank fees when making your course fee payment. To ensure your participation in the program, payment must be received before the course date. Once we have received both payment and a completed registration form, we will confirm your enrollment in the program. Thank you for your understanding and cooperation.
Group discount
Our company is proud to offer a group discount of 15% for organizations or individuals who book a course for 5 or more participants. To take advantage of this offer and receive a personalized group discount code, please reach out to our customer service desk at info@shasat.com. Our team will be delighted to assist you with the booking process and answer any questions you may have. With this group discount, you can invest in the professional development of your team and drive success for your organization. Don’t hesitate to contact us today to learn more.
Upon successful completion of the training course, each participant will receive a certificate of completion that attests to the number of hours spent in training and serves as a valuable representation of their dedication to professional development. The certificate is not only a symbol of their achievement but also serves as proof of continuous professional development (CPD) / CPE and demonstrates their commitment to staying current in their field. We believe that CPE/ CPD is a crucial aspect of career advancement and personal growth, and are proud to provide our participants with this important document.
For further assistance, we invite you to contact our dedicated customer service team. Our experienced and knowledgeable representatives are available to answer any questions you may have and provide the support you need to make informed decisions. We are committed to ensuring that you have a positive experience and are here to help in any way we can. Please don’t hesitate to reach out to us at your convenience.
In-House Training
Enhance your team’s skills and drive success for your business with our custom In-house training program. Our tailored approach aligns with your specific business needs, offering a cost and time-efficient solution for upskilling your employees. This not only improves their productivity but also positions your company as a competitive force in the market. Transform your investment in employee development into tangible results by choosing our In-house training option. To discuss and learn more about our services, please don’t hesitate to contact our training desk. We’re ready to help you create a bespoke program that’s just right for you.
