The engagement team in preparing data for import into KPMG Clara workflow typically involves several steps to ensure data is properly formatted and cleaned. Here's a high-level overview of the process, focusing on the aspects you've mentioned:
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File Naming: When saving the data files to be imported, it's crucial to avoid using special characters in the file names that could potentially cause compatibility issues or be misunderstood by the importing system. Therefore, it's recommended to use only alphanumeric characters and avoid special characters in the file names to maintain compatibility with Clara.
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Removing Totals and Sub-totals: In order to prevent double-counting or misinterpretation of data during analysis, totals and sub-totals commonly found in summary rows of reports should be removed before uploading the data to Clara. This is because these aggregated figures can interfere with the calculations and analytics performed by the workflow.
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Report Names: It's important to retain the original report names within the imported data, as these can provide valuable context for the analysis. Report titles or descriptions can be preserved as metadata, helping the team understand the source and purpose of the data.
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Blank Lines: Retaining all blank lines within the report maintains the structure and formatting of the original document. This can be helpful for maintaining readability and context, especially when referring back to the source documents.
By following these guidelines, the engagement team ensures that the data imported into the KPMG Clara workflow is clean, accurate, and conducive to effective analysis.
