Build a Workflow
Last updated
Was this helpful?
Last updated
Was this helpful?
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.
From AuditBoard Automations, under the Workflows section, click 'New Workflow'. Instantly, you will be redirected to the canvas located within a new workflow file.
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.
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.
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.
Every workflow must begin with a data source; drag and drop a tool from the tool group onto the canvas.
Flat files such as CSV and XLSX can be imported to the workflow canvas adding an tool your workflow. In addition to these common tabular data files, the workflow canvas also accepts TSV, SAV, and HYPER files.
Use the tool to manually add in a few quick cell's worth of data. Or copy and paste records from another spreadsheet tool.
Clean tools are ideal for cleaning and standardizing messy data before analysis. Utilize the feature, familiar to anyone who has worked with a spreadsheet. Alternatively, you can deploy the functionality to substitute values from a specified column.
Merge tools combine multiple downstream datasets. Connect multiple datasets to the tool, for a seamless union of rows. Alternatively, join two datasets using the tool, based on a shared column.
Transform tools provide insight into data. The tool possesses an in the style of a spreadsheet, allowing for the insertion of new calculations. Additionally, you can incorporate a tool to total and aggregate data. The tool is also useful for singling out rows based on a given criteria.
Add the 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.
Use the tool to send a table, as a file to any email address. Each time the workflow runs, the email is sent again.
