Chapter 5 Summary

 

Chapter 5 focuses on querying relational databases and applying data analytics to internal auditing. The chapter uses a fictional retail liquor company called Bibitor as a case study.

 

The chapter begins by outlining learning objectives, which include understanding how records in different data files are related in a relational database, creating entity-relationship diagrams, combining tables using joins, and understanding when to use different types of joins. It then introduces the Bibitor case study and presents a business problem related to internal auditing of stores in cities with multiple locations.

 

The document provides step-by-step instructions on using Alteryx software to load, prepare, and analyze data from multiple related tables. It covers concepts such as primary and foreign keys, inner and outer joins, and aggregating data. The chapter walks through the process of creating a workflow to answer the audit question, combining data from stores, sales, and employee tables. It includes several in-chapter practice problems and ends with takeaway points emphasizing the importance of working with data from multiple sources in real-world scenarios. The chapter concludes with a preview of upcoming chapters that will focus on audit and tax cases using the CRISP-DM methodology.