Inside the Analysis Ribbon and IDEA Lab (2.0 CPE)

This is an archived session, Inside the Analysis Ribbon and IDEA Lab, with Terry Wong – Caseware IDEA Consultant & Trainer, Caseware from the Auditopia 2026 IDEA Conference.

Once data has been prepared and is ready for analysis, IDEA provides a wide range of analytical tools to help users extract insights and identify patterns. The platform is designed to support everything from straightforward checks to more advanced investigative procedures, making it easier to turn clean data into meaningful results.

Terry will walk through the Analysis Ribbon at a high level, explaining its key features and how it organizes the available analytical tasks. He will also introduce IDEA Lab, which extends the core functionality with additional tools and capabilities. Together, these features open up more possibilities for deeper analysis.

Participants will learn how to:

• • Navigate and use the Analysis ribbon in Caseware IDEA

• • Describe the purpose and key features of the IDEA Lab ribbon

• • Recognize how IDEA Lab extends IDEA’s functionality and supports automation

Field of Study: Computer Software & Applications (2.0 CPE)   ~   Program Knowledge: Intermediate  ~ Duration: 103 min