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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.
Read more about Jane Sarah Lat

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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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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