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, 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....