How This Workflow Works
This workflow analyzes transaction records to identify cases where the total invoice amount is inconsistent with the calculated value based on quantity and unit price. It validates data quality, computes expected totals, flags discrepancies, and presents the results in a clear, interactive dashboard and report.
Key Features:
- Detect and highlight transactions with mismatched totals
- Validate numeric, string, date, and missing data fields for quality assurance
- Automate the calculation and comparison of expected versus recorded totals
- Visualize the proportion of incorrect totals and generate a detailed static report
Step-by-step:
1. Validate Data Quality:
The workflow first checks the integrity of the input data by validating numeric, string, date, and missing fields. This ensures that subsequent calculations are based on reliable and consistent information.
2. Calculate and Compare Totals:
For each transaction, the workflow computes the expected invoice total by multiplying the quantity by the unit price. It then compares this calculated value to the recorded total, identifying any discrepancies between the two.
3. Flag and Label Discrepancies:
Transactions where the recorded total doesn't match the calculated amount are flagged. The workflow labels these records, making it easy to isolate and review problematic entries.
4. Visualize and Share Insights:
Results are presented in an interactive dashboard, including summary statistics and visualizations such as pie charts. Users can generate and download detailed reports, supporting further analysis and communication of findings.