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Data Formatting Guide: Tools and Resources

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Summary

Within this article you can find links to a variety of popular data formatting resources available within the MindBridge Knowledge Base. This can be a useful starting point for any questions you may have regarding data formatting tips, tricks and requirements. 


Before you begin

The first step to formatting a general ledger file for import into MindBridge is to keep in mind what the data needs to look like and work backwards from there to identify what needs to be done and then how to do it.

See Data Formatting Guide: Data Requirements for details. It is equally important to determine as soon as possible whether the file can even be formatted; if the file cannot be formatted, you will need to ask your client for a better export.

Note: consult our ERP Export Guides for instructions on how to obtain a suitable export from some common ERP systems. There are also data transformation guides specific to individual ERPs available linked within the ERP export guides. 

Especially with larger files, you should also identify which columns are needed in your analysis before beginning any formatting. Large files can take a lot of time to ingest, not to mention to manipulate during formatting, so if you know which columns you need to examine, keep only those in order to save time and space.


How-to guide for common data formatting scenarios


Tools already available in MindBridge

MindBridge already allows for some minor data manipulations to be performed within the software during the column mapping process - you can duplicate, split, or join columns:


Additional resources


Anything else on your mind?

Head over to the community with your thoughts and inquiries! You can also chat with us, or, submit a request for further assistance.

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