Book Image

Managing Data Integrity for Finance

By : Jane Sarah Lat
Book Image

Managing Data Integrity for Finance

By: Jane Sarah Lat

Overview of this book

Data integrity management plays a critical role in the success and effectiveness of organizations trying to use financial and operational data to make business decisions. Unfortunately, there is a big gap between the analysis and management of finance data along with the proper implementation of complex data systems across various organizations. The first part of this book covers the important concepts for data quality and data integrity relevant to finance, data, and tech professionals. The second part then focuses on having you use several data tools and platforms to manage and resolve data integrity issues on financial data. The last part of this the book covers intermediate and advanced solutions, including managed cloud-based ledger databases, database locks, and artificial intelligence, to manage the integrity of financial data in systems and databases. After finishing this hands-on book, you will be able to solve various data integrity issues experienced by organizations globally.
Table of Contents (16 chapters)
1
Part 1: Foundational Concepts for Data Quality and Data Integrity for Finance
5
Part 2: Pragmatic Solutions to Manage Financial Data Quality and Data Integrity
10
Part 3: Modern Strategies to Manage the Data Integrity of Finance Systems

Technical requirements

This chapter is a continuation of our discussion from Chapter 4, Understanding the Data Integrity Management Capabilities of Business Intelligence Tools. Thus, we will be using the software we used in the previous chapter:

  • 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 official GitHub repo: https://github.com/PacktPublishing/Managing-Data-Integrity-for-Finance/tree/main/ch05.

We will be using the datasets created about a fictional company in our hands-on exercises throughout this chapter and Chapter 6, Implementing Best Practices When Using Business Intelligence Tools. Save the files on your computer, and then work on the hands-on solutions as you read along.

Note...