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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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Technical requirements

This chapter is a continuation of our discussion from Chapter 4, Understanding the Data Integrity Management Capabilities of Business Intelligence Tools, and Chapter 5, Using Business Intelligence Tools to Fix Data Integrity Issues. Thus, we will be using the same tools and datasets that we used previously:

  • Power BI Desktop: April 2023 or later (no licenses required)
  • Tableau Desktop: 2023.1 or later (free trial version)
  • Tableau Prep Builder: 2023.1.0 or later (free trial version)
  • Tableau Cloud: (free trial version)
  • Alteryx Designer: 2022.3 version or later (free trial version)

Our sample datasets are saved in the Packt GitHub repo: https://github.com/Packt Publishing/Managing-Data-Integrity-for-Finance/tree/main/ch05. Chapters 5 and 6 both use the same datasets for the hands-on exercises.

Note

It is recommended that you read both of the previous chapters mentioned for better appreciation and understanding of this chapter....

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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