How This Workflow Works
This workflow analyzes uploaded transaction data to identify and report transactions where the total amount is evenly divisible by a user-defined number. It summarizes these transactions by source, provides visualizations, and generates a report for further review.
Key Features:
- Detects transactions with even dollar amounts based on user-defined criteria
- Groups and summarizes flagged transactions by transaction source
- Visualizes the distribution of even dollar transactions for easier pattern recognition
- Automates report generation and sharing for audit or compliance purposes
Step-by-step:
1. Analyze and Validate Transaction Data:
The workflow first reviews the uploaded dataset to ensure numeric, character, and date fields are valid and consistent. It checks for missing values and applies boundary checks to confirm that the data meets expected quality standards before analysis.
2. Identify Even Dollar Transactions:
Using the user’s specified divisor, the workflow scans all transaction amounts and flags those that are evenly divisible by the chosen number. It then groups these flagged transactions by their source, such as vendor or customer, to highlight potential patterns or concentrations.
3. Summarize and Report Results:
The workflow compiles the flagged transactions into a structured summary, making it easier to review and investigate. It then generates a detailed report, which can be downloaded or shared directly with stakeholders.
4. Visualize and Share Insights:
The workflow creates visual representations, such as pie charts and dashboards, to illustrate the distribution and frequency of even dollar transactions. These visuals help users quickly spot anomalies and communicate findings to others.