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You're reading from  Managing Data Integrity for Finance

Product typeBook
Published inJan 2024
PublisherPackt
ISBN-139781837630141
Edition1st Edition
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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.
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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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Managing Data Integrity for Finance
Published in: Jan 2024Publisher: PacktISBN-13: 9781837630141

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