Analytics
  • Introductions
    • 👋Hello Analytics!
    • 👩‍🎓Workflow Philosophy
    • 📹Build a Workflow
    • 🖨️Start from a Template
      • 3 Way Match
      • Accounts Payable - Analytical Review
      • Accounts Payable - Debt Aging and Approval
      • Accounts Receivable - Analytical Review
      • Accounts Receivable - Completeness, Write-Offs, and Manual Adjustment Testing
      • Account Receivable - Credit Aging and Approval
      • Accounts Receivable - Credit Limits and Balance Testing
      • Account Reconciliation
      • Automated Sampling
      • Benford's Law
      • CutOff Testing
      • Change Management Review
      • Disbursement Analysis
      • Fictitious Vendor Testing
      • Financial Account Variance Analysis
      • Fixed Assets - Depreciation Recalculation
      • Fixed Assets - Duplicate Identification
      • Fixed Assets - Negative NBV Check
      • Journal Entries - Analytical Review
      • Journal Entries - Anomaly Detection
      • Journal Entries - Approval and Suspicious Posting Testing
      • Journal Entries - Balanced and Suspicious Amount Testing
      • Journal Entries - Duplicates and Sequence Testing
      • Missing Data Check
      • New User Access Testing
      • Numerical Outlier Detection
      • Payroll - Ghost Employees, Analysis, and Duplicates
      • Payroll - Inactivity and Salary Confirmation
      • Procure to Pay - Duplicates and Suspicious Posting Testing
      • Procure to Pay - Mismatched Documents & Vendor Spend
      • Procure to Pay - Payments Remitted to Employees
      • Procure to Pay - Payment Timing and Terms Test
      • Procure to Pay - Vendor Master File Review
      • Risk Scoring
      • Segregation of Duties
      • Terminated User Access Testing
      • Travel & Expense Testing
      • User Access Review
    • 📓Release Notes
  • Workflows
    • 🎨The Canvas
    • 📏Setting Up
    • 👆Drag & Drop
      • 🖱️Click to Add
    • 🧰Tools
    • 🧮Expression Builder
      • Operators
      • Functions
        • Aggregate Functions
          • AVERAGE
          • CORR
          • COUNT
          • COUNTD
          • COUNTBY
          • COUNTIF
          • COUNTIFS
          • COVAR
          • COVARP
          • COVARS
          • MAX
          • MEDIAN
          • MIN
          • MAXBY
          • MINBY
          • PERCENTILE
          • RUNNINGTOTALBY
          • SIGN
          • SIN
          • SQRT
          • SQUARE
          • STDEV
          • STDEVP
          • STDEVS
          • SUM
          • SUMBY
          • SUMIF
          • TAN
          • VAR
          • VARP
          • VARS
          • ZN
        • Conversion Functions
          • TIMESTAMPTODATE
          • TODATE
          • TODECIMAL
          • TOINT
        • Date/Time Functions
          • DATEADD
          • DATEDIF
          • DATENAME
          • DATENORMALIZE
          • DATEPART
          • DATETRUNC
          • DAY
          • DAYS
          • WORKDAYS
          • HOUR
          • ISDATE
          • ISOWEEKDAY
          • ISOWEEK
          • ISOQUARTER
          • ISOYEAR
          • MAKEDATE
          • MAKEDATETIME
          • MINUTE
          • MONTH
          • NOW
          • QUARTER
          • SECOND
          • TODAY
          • WEEK
          • WEEKDAY
          • YEAR
        • Logical Functions
          • AND
          • BETWEEN
          • CASE
          • CHOOSE
          • CONTAINSWITHIN
          • IF
          • IFS
          • IIF
          • IN
          • IFNULL
          • ISBOOLEAN
          • ISDECIMAL
          • ISDURATION
          • ISINTEGER
          • ISNULL
          • ISNUMBER
          • ISSTRING
          • ISUNIQUE
          • NOT
          • NULL
          • OR
          • SWITCH
          • ALL
            • TOSTRING
          • ANY
        • Math Functions
          • ABS
          • ACOS
          • ASIN
          • ATAN
          • ATAN2
          • CEILING
          • COS
          • COT
          • COSEC
          • DEGREES
          • DIV
          • EVEN
          • EXPONENTIAL
          • FILLINFINITY
          • FLOOR
          • HAVERSINE
          • LOG
          • LN
          • ODD
          • MODULO
          • PERCENTILEOFVALUE
          • PERCENTILEVALUE
          • PI
          • POWER
          • RADIANS
          • RANDOM
          • ROUND
          • SEC
        • Table Functions
          • ENCODE
          • INDEX
          • INDEXBY
          • FILLNULL
          • FIRSTBY
          • GENERATEUNIQUEID
          • LASTBY
          • LOOKUP
          • MATCH
          • NTH
          • OFFSET
          • OFFSETBY
          • PREVIOUSVALUE
          • RANK
          • RANKBY
          • RECORDID
          • ROLLINGAVERAGE
          • ROW
          • RUNNINGAVERAGE
          • RUNNINGMAX
          • RUNNINGMIN
          • RUNNINGSTDEV
          • RUNNINGTOTAL
          • WINDOWAVERAGE
          • WINDOWMAX
          • WINDOWMIN
          • WINDOWCOUNT
          • WINDOWSUM
          • SEQUENCE
          • WINDOWMEDIAN
          • WINDOWSTDEV
          • WINDOWSTDEVP
          • WINDOWSTDEVS
          • WINDOWVAR
          • WINDOWVARP
          • WINDOWVARS
          • WINDOWCORR
          • WINDOWCOVAR
          • WINDOWCOVARP
          • WINDOWCOVARS
          • SMOOTHEDAVERAGE
        • Text Functions
          • ASCII
          • CHAR
          • CONCAT
          • CONTAINS
          • ENDSWITH
          • FIND
          • FINDNTH
          • ISEMPTY
          • JSONPARSE
          • LEFT
          • LENGTH
          • LOWER
          • LTRIM
          • MID
          • PROPER
          • RIGHT
          • RTRIM
          • SPACE
          • SPLIT
          • STARTSWITH
          • TRIM
          • SUBSTITUTE
          • UPPER
        • Window Functions
    • 🔗Parameters
      • File Input Parameters
      • Sample Tool Parameters
      • System Parameters
  • Tools
    • 🗃️Import
      • Import File
      • Import From API
      • Import From Integration
        • GitHub
        • Snowflake
      • Import Sample Data
      • New Table
    • ✨Clean
      • Find Replace
      • ParseJSON
      • Sample
      • Text to Columns
      • Validate
    • 💻Code
      • PythonCode
        • Fuzzy Match
    • 🤝Merge
      • Append
      • Join
    • 🧙Transform
      • Edit Columns
      • Add Columns
      • Select Columns
      • Filter
      • Sort
      • Deduplicate
      • Pivot
      • Unpivot
    • 📊Visualize
      • Chart
        • Bar
        • Line
        • Combo
        • Scatter
        • Histogram
        • Box
        • Pie
        • Area
        • Funnel
    • 📬Publish
      • Publish to Toolkit
      • Publish via Email
  • 📚Dictionary
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On this page
  • What is a workflow?
  • What do workflows do?
  • Benefits of building workflows in AuditBoard Analytics

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  1. Introductions

Workflow Philosophy

Last updated 1 year ago

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Did you know there's a full 🧑‍🎓 ? It's a great place to start if you like watching short videos.

What is a workflow?

A workflow is a system of organization used to streamline and manage analytical tasks. AuditBoard Analytics is a library of personalized workflows that allow users to build, process, and automate audit-logic. With the aid of a workflow, large and complex data processes can be simplified, while small, tedious tasks can be automated.

What do workflows do?

Workflows execute a defined process and eliminate the need to manually update, adjust and share results. In AuditBoard Analytics, tools are used to define a workflow. A workflow executes each tool in sequential order. Tools streamline and consistently apply the same rules and logic for every iteration the workflow is executed, or as we say in AuditBoard Analytics - “Run”.

Benefits of building workflows in AuditBoard Analytics

AuditBoard Analytics workflows provide a consistent and reliable way to perform tasks, save resources, increase transparency and accountability, and are self-documenting. Additionally, they are reusable and expandable to meet individual needs, making them an invaluable asset to any organization.

We encourage you to take the next step:

👩‍🎓
📹Build a Workflow
🖨️Start from a Template
Audit Board Academy course on Analytics