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Populations: Compatibility check (GL)

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Summary

After importing data but before running an analysis, the compatibility check allows you to determine whether or not the imported data is compatible with populations created in the library.

App Admins can create populations in the library settings to help streamline sampling and to standardize the data their teams see within MindBridge. However, certain populations set up in the library may contain conditions that are not compatible with the imported dataset — this could be due to missing data fields in the imported file or unmapped columns.

Learn how to access and run a compatibility check in a General ledger analysis.

Step 1: Access populations within the import checklist

  1. Select the logo in the MindBridge sidebar. You will go to the Organizations page.
  2. Select View in line with the desired organization, or click anywhere in the organization row. You will go to the Engagements page.
  3. Select View in line with the desired engagement, or click anywhere in the engagement row. You will go to the Data page for that particular engagement.
  4. Open the more actions menu ( More actions menu icon ) in line with the name of your desired analysis.
  5. Select View checklist. The import checklist will appear. 
  6. Select the chevron icon ( Expand chevron ) beside Populations to expand the section. If populations have been created in the library and a GL file has been imported into the analysis, you will see the option to run a compatibility check.
Tip: If you are already in an engagement, open the sidebar ( Sidebar open-close icon.svg ), select Data ( Data page icon ), then skip to step 4 in the instructions above.

Step 2: Run the compatibility check

Select Run compatibility check within the Populations section.

MindBridge will begin going through the data to ensure the populations are compatible with your analysis data. If MindBridge detects data missing from the imported files, you will see a list of the missing fields within the import checklist.

Screenshot showing the Population compatibility check within the import checklist

Note: If you close the import checklist, the compatibility check will run in the background. However, if you navigate away from the Data page, you will need to run the compatibility check again.

Re-run the compatibility check

If you want to re-import files or update your column mapping, you may do so before running the analysis. You will have the opportunity to re-run the compatibility check against the new data.

Select Re-run compatibility check within the Populations section to run the check again.

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