CaseWare Analytics Training & Tutorials

IDEA Tutorial Videos

A collection of free online training videos for when you need some help.

  • Introduction to IDEA 10

    Specially created for new users, this quick video will provide an overview of the user interface

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  • Format Data

    Explore the options for customizing how data is displayed in IDEA

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  • Managing Projects

    Learn how IDEA v10 helps you by grouping files.

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  • Visualize

    Take a tour of IDEA's powerful new Visualization tool for data exploration.

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  • Key Value Extraction

    Not entirely sure what extraction criteria you want to use? Let IDEA give you options with Key Value Extraction.

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  • Direct Extraction

    Extract subsets of your data based on criteria set by you.

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  • Extract a Random Sample

    See how to extract a random sample from your data.

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  • Append New Fields

    Add fields as needed to verify calculations, make notes directly in the data or to recalculate with new values.

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  • Using @Functions

    Learn to use the 100+ build in functions to expand the functionality of IDEA.

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  • Designing a Report

    IDEA has built in reporting capabilities.

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  • Creating Action Fields

    Create customized drill down functionality to see what makes the results you see.

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  • Join Databases

    Expand the reach of your analysis by joining tables together.

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