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Managing Data Integrity for Finance

You're reading from   Managing Data Integrity for Finance Discover practical data quality management strategies for finance analysts and data professionals

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Product type Paperback
Published in Jan 2024
Publisher Packt
ISBN-13 9781837630141
Length 434 pages
Edition 1st Edition
Languages
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Author (1):
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Jane Sarah Lat Jane Sarah Lat
Author Profile Icon Jane Sarah Lat
Jane Sarah Lat
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Table of Contents (16) Chapters Close

Preface 1. Part 1: Foundational Concepts for Data Quality and Data Integrity for Finance
2. Chapter 1: Recognizing the Importance of Data Integrity in Finance FREE CHAPTER 3. Chapter 2: Avoiding Common Data Integrity Issues and Challenges in Finance Teams 4. Chapter 3: Measuring the Impact of Data Integrity Issues 5. Part 2: Pragmatic Solutions to Manage Financial Data Quality and Data Integrity
6. Chapter 4: Understanding the Data Integrity Management Capabilities of Business Intelligence Tools 7. Chapter 5: Using Business Intelligence Tools to Fix Data Integrity Issues 8. Chapter 6: Implementing Best Practices When Using Business Intelligence Tools 9. Chapter 7: Detecting Fraudulent Transactions Affecting Financial Report Integrity 10. Part 3: Modern Strategies to Manage the Data Integrity of Finance Systems
11. Chapter 8: Using Database Locking Techniques for Financial Transaction Integrity 12. Chapter 9: Using Managed Ledger Databases for Finance Data Integrity 13. Chapter 10: Using Artificial Intelligence for Finance Data Quality Management 14. Index 15. Other Books You May Enjoy

Managing data integrity issues with BI tools

BI tools have a powerful suite of capabilities, one of which is the ability to extract, transform, and load (ETL) data from multiple sources. We will discuss first the ETL capabilities of Microsoft Power BI Desktop in reviewing the data type format used for an Excel file prior to loading the information for further analysis, and then we will cover how to do this in Tableau Desktop. Let’s dive into the topics!

First, we load the data into Power BI by clicking on Get data under the Home tab and selecting Excel workbook, as highlighted in Figure 5.1:

Figure 5.1 – Getting data from Excel workbook

Figure 5.1 – Getting data from Excel workbook

We can see from this figure that from Get data, we can load various common data sources, such as an Excel workbook, Power BI datasets, SQL Server, or even data from the web. You can also click on More… to extract the data from other sources, such as a PDF file, a SharePoint folder, and online services...

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