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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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Summary

In this chapter, we discussed how to manage data integrity issues with BI tools. At the beginning, we learned how to ensure we have consistent data type formats in our working files. Then, we covered data profiling features such as column quality, column distribution, and column profiling. After that, we worked out how to cleanse the data. In addition to this, we learned how to identify data outliers as well as how to manage relationships in data models. Lastly, we went through how to deal with large financial datasets using data validation. We have explored really powerful techniques and concepts in this chapter. You should be feeling confident about what you have learned, knowing that you can use these techniques whenever you need to clean the data prior to analysis.

The topics in the next chapter will be pretty exciting! We will continue our journey with these BI tools and cover how to implement best practices!

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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