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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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Microsoft Excel and Google Sheets functionalities to improve data quality and integrity

In the previous sections, we covered how to create sample data quality scorecards in both Microsoft Excel and Google Sheets. In this section, we will discuss the built-in capabilities these tools have to enhance the quality and integrity of data. We will begin our discussion with version control, which is a way to monitor changes made to files. Next, we will talk about collaboration tools to enable multiple users to make changes to the same file and give read-write permissions. After that, we will cover the data validation functionality in Google Sheets, as we discussed this for Microsoft Excel in the previous chapter. Lastly, we will touch on conditional formatting, which is a very useful tool to help in reviewing movements and trends.

Version control

Users can make changes to a file and keep track of changes over time in both Microsoft Excel and Google Sheets. This gives a history of file...

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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