IDEA Equation Editor Workshop

This hands-on workshop is for auditors and analysts who use Caseware IDEA daily and want to move beyond basic
extractions to build complex expressions in the Equation Editor. Working with IDEA’s sample databases, participants will
combine logical operators, nested @If statements, and @functions for text, date, and numeric data to write precise criteria.

They will create virtual and editable fields that derive new values, clean inconsistent entries, and flag exceptions for follow-up.

Participants will need access to IDEA.

Learning Objectives

Participants will be able to:

• Construct multi-condition criteria that combine logical operators (.AND., .OR., .NOT.), nested @If statements, and
  @functions for text, date, and numeric data to isolate specific records in an IDEA database.
• Create virtual and editable fields that derive new values, clean inconsistent data, and flag exceptions for audit follow-up.
• Evaluate and troubleshoot expressions to confirm they return correct results, and correct errors caused by blank values,
  data type mismatches, and edge cases.

Field of Study: Computer Software & Applications (4.0 CPE)  ~   Program Knowledge: Intermediate  Duration: 4 hours