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You're reading from  Managing Data Integrity for Finance

Product typeBook
Published inJan 2024
PublisherPackt
ISBN-139781837630141
Edition1st Edition
Concepts
Data Engineering
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Author (1)
Jane Sarah Lat
Jane Sarah Lat
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Jane Sarah Lat

Jane Sarah Lat is a finance consultant with over 14 years of experience in financial management and analysis for multiple blue-chip multinational organizations. In addition to being a Certified Management Accountant (CMA U.S.) and having a Graduate Diploma in Chartered Accounting (GradDipCA), she also holds various technical certifications, including Microsoft Certified Data Analyst Associate and Advanced Proficiency in KNIME Analytics Platform. Over the past few years, she has been sharing her experience and expertise at international conferences to discuss practical strategies on finance, data analysis, and management accounting. She is also president of the Institute of Management Accountants (IMA) Australia and New Zealand chapter.
Read more about Jane Sarah Lat

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Technical requirements

This chapter is a continuation of our discussion from Chapter 4, Understanding the Data Integrity Management Capabilities of Business Intelligence Tools. Thus, we will be using the software we used in the previous chapter:

  • Power BI Desktop, April 2023 or later (no licenses required)
  • Tableau Desktop, 2023.1 or later (free trial version)
  • Tableau Prep Builder, 2023.1.0 or later (free trial version)
  • Tableau Cloud (free trial version)
  • Alteryx Designer, 2022.3 version or later (free trial version)

Our sample datasets are saved in the official GitHub repo: https://github.com/PacktPublishing/Managing-Data-Integrity-for-Finance/tree/main/ch05.

We will be using the datasets created about a fictional company in our hands-on exercises throughout this chapter and Chapter 6, Implementing Best Practices When Using Business Intelligence Tools. Save the files on your computer, and then work on the hands-on solutions as you read along.

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Managing Data Integrity for Finance
Published in: Jan 2024Publisher: PacktISBN-13: 9781837630141
© 2024 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Jane Sarah Lat

Jane Sarah Lat is a finance consultant with over 14 years of experience in financial management and analysis for multiple blue-chip multinational organizations. In addition to being a Certified Management Accountant (CMA U.S.) and having a Graduate Diploma in Chartered Accounting (GradDipCA), she also holds various technical certifications, including Microsoft Certified Data Analyst Associate and Advanced Proficiency in KNIME Analytics Platform. Over the past few years, she has been sharing her experience and expertise at international conferences to discuss practical strategies on finance, data analysis, and management accounting. She is also president of the Institute of Management Accountants (IMA) Australia and New Zealand chapter.
Read more about Jane Sarah Lat

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