Everything in AuditBoard Analytics starts with a workflow, which serves as the backbone of your data logic. Within minutes, the cards and dots located in the tool menu will allow you to quickly formulate your audit-testing logic into a visual representation.
Here's our Product Designer, building a workflow. You are welcome to follow along.
AuditBoard Analytics, Build a Workflow
New workflow
From AuditBoard Automations, under the Workflows section, click 'New Workflow'. Instantly, you will be redirected to the canvas located within a new workflow file.
Import your data
Every workflow must begin with a data source; drag and drop a tool from the Import tool group onto the canvas.
Most of the Import tools must be configured before they can be connected to subsequent tools. To do this, click on the tool and follow the prompts in the tool configuration.
A wrench icon displayed atop a tool is indicative of the fact that it needs to be configured.
Upload XLSX and CSV with Import File
Flat files such as CSV and XLSX can be imported to the workflow canvas adding an Import File tool your workflow. In addition to these common tabular data files, the workflow canvas also accepts TSV, SAV, and HYPER files.
Dragging a file from your computer's desktop, directly to the canvas works too!
Copy & paste with New Table
Use the New Table tool to manually add in a few quick cell's worth of data. Or copy and paste records from another spreadsheet tool.
Clean, merge, transform
Having imported data to your canvas, it's time to hone in on crafting a data-logic flow. Connect your input data to one (or numerous) of the following tool types: clean, merge, and transform. This is where your math, logic, and audit expertise will really shine.
Clean
Clean tools are ideal for cleaning and standardizing messy data before analysis. Utilize the Text to Columns feature, familiar to anyone who has worked with a spreadsheet. Alternatively, you can deploy the Find Replace functionality to substitute values from a specified column.
Merge
Merge tools combine multiple downstream datasets. Connect multiple datasets to the Append tool, for a seamless union of rows. Alternatively, join two datasets using the Join tool, based on a shared column.
Transform
Transform tools provide insight into data. The Add Columns tool possesses an Expression Builder in the style of a spreadsheet, allowing for the insertion of new calculations. Additionally, you can incorporate a Pivot tool to total and aggregate data. The Filter tool is also useful for singling out rows based on a given criteria.
Publish your results
Free your testing results from the workflow by publishing back out to your colleagues. Export any table in your workflow. Send audit testing scorecards back to SOXHUB or OpsAudit. Automatically email a file each time your workflow runs.
Export tables from Tool Preview
Click any tool on the canvas once, to see the Tool Preview. This will provide an glance at the table or sheet being processed by that tool. Simply click the "Export" button in the bottom-right corner to download that table as a CSV or XLSX.
Publish to an AuditBoard Toolkit
Add the Publish to Toolkit tool to any workflow. Your workflow can now be triggered from SOXHUB or OpsAudit. Any tables connect will be sent back to AuditBoard as a file.
Email out a table
Use the Publish via Email tool to send a table, as a file to any email address. Each time the workflow runs, the email is sent again.
