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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 orphaned records

Orphaned records, as the name suggests, are records whose relationship to the parent record does not exist. If we delete Product_ID 151003 for Income protection insurance, this means that the transactions for this product are not referencing any financial information contained in the Product_Details table.

In some cases, if raw financial data is provided and generated by a Dev team, and the Dev team does not perform referential integrity checks, issues may occur. Thus being able to detect orphaned records, especially when dealing with multiple records, as early as possible is critical.

The next steps will cover how to do this in Power BI.

Identifying orphaned records in Power BI

Let’s go to Transform data and delete one of the product IDs. Select the Income protection insurance row and click on Remove Rows under the Home tab, as shown in Figure 6.40. Don’t worry, we can undo this step later, under APPLIED STEPS.

Figure 6.40 – Selecting Remove Bottom Rows under Remove Rows ...
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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