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Managing Data Integrity for Finance

You're reading from  Managing Data Integrity for Finance

Product type Book
Published in Jan 2024
Publisher Packt
ISBN-13 9781837630141
Pages 434 pages
Edition 1st Edition
Languages
Author (1):
Jane Sarah Lat Jane Sarah Lat
Profile icon Jane Sarah Lat

Table of Contents (16) Chapters

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 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 relationships in data models

Ensuring that the relationships in our data models and tables are well defined enhances the reliability and accuracy of the reports we generate. When data is loaded in Power BI Desktop, it tries to automatically identify the relationships in the table similar to detecting the data types when loading data to Power Query. We can manage the relationships by going to Model view, as we will discuss in this section.

Continuing with our hands-on example, let’s close the Power Query Editor by selecting Close & Apply. This will lead us to the report canvas. Next, click on the Model view icon, as seen on the left-side panel in Figure 5.50, to show the data model:

Figure 5.50 – Model view to view and edit the relationships

Figure 5.50 – Model view to view and edit the relationships

When we do this, we see the relationships that Power BI has automatically created. If we click on the relationship lines, as shown in Figure 5.51, we can see that Product_ID under 2020...

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