How to Use the "Categorize" Task in IDEA (1 CPE)

How to Use the “Categorize” Task in IDEA (1 CPE)

$10.00

The is an archived event from How to Use the “Categorize” Task in IDEA on 3-20-25

 

In this course, Brian Element will explain the “categorize” process, which is used to perform summaries, stratifications, aging along with using pivot tables, and viewing charts. Grouping similar tasks based on shared attributes help to streamline workflows and improve project management.

 

Learning Objectives

In this course, you will:

  • Learn how to group records based on specific fields to generate summary statistics.
  • Apply stratification techniques to segment numeric data into meaningful ranges.
  • Understand the purpose of aging analysis for date-based and financial transactions.

 

Duration: 1 hour (approximate)
CPEs Available: 1
Knowledge Level: Basic
Category: Data Analytics

 

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Specs

SKU: C02-189618 Categories: , Tags: , ,

Description

In this course, Brian Element will explain the “categorize” process, which is used to perform summaries, stratifications, aging along with using pivot tables, and viewing charts. Grouping similar tasks based on shared attributes help to streamline workflows and improve project management.

 

Learning Objectives

In this course, you will:

  • Learn how to group records based on specific fields to generate summary statistics.
  • Apply stratification techniques to segment numeric data into meaningful ranges.
  • Understand the purpose of aging analysis for date-based and financial transactions.

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