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The Data page: Overview (GL/AP/AR)

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Summary

When you enter an engagement, you will land on the Data page. This is where all of the analyses you and your team create within a given engagement are stored, and where you will import the data you want MindBridge to analyze. Here, you can interact with and view details of the various files within each analysis.

The Data page allows you to:

  1. Search for an analysis within the engagement
  2. Hide or show archived analyses within the engagement
  3. Sort the analyses on the page
  4. Collapse and expand each analysis, as desired
  5. Create a new analysis, roll an analysis forward, connect to a data source, or export one or more analyses
  6. View the import checklist, account mappings, and analysis settings, as well as duplicate, archive, and delete analyses
  7. Adjust analysis periods, and add and delete prior periods
  8. Import data files into the analysis, such as:
  9. Verify account groupings and mappings and make adjustments as necessary
  10. View details about each imported file, export files from the analysis, restart the import process, replace a file from your computer or from the file manager, and delete files
  11. Run, re-run, or apply changes to an analysis
  12. View the run history for the given analysis

Screenshot showing an example Data page.png

Note: The image above is for illustrative purposes only. 

View an analysis

Search

Search for analyses in the engagement.

  1. Enter the analysis name* into the Search field.
  2. Press enter/return on your keyboard, or select the magnifying glass icon ( Search_icon.svg ).
*Tip: If you wanted to find an analysis named "GL Analysis" you could enter "g" into the search field and MindBridge would return it as one of the results.

Hide/Show archived analyses

Control visibility of analyses that were archived within the engagement.

  1. Open the menu to the right of the search field at the top of the Data page.
  2. Select whether you want to:
    • Hide Archived — Archived analyses are hidden from view.
    • Show Archived — Archived analyses appear at the bottom of the page.

Archived analyses are hidden by default.

Sort

Control the order in which the analyses on the page appear.

  1. Open the Sort: menu.
  2. Select the way you want the analyses to be arranged on the page:
    • Analysis type (MindBridge supports several analysis types)
    • Last updated
    • Alphabetical (a-z)
    • Alphabetical (z-a)

Analyses are sorted by analysis type by default.

Collapse and expand analyses

Use the chevron icon ( Expand_chevron.svg ) to the left of the analysis name to collapse and expand each analysis on this page.


View the import checklist

Keep tabs on which files you need to import in order to access the different capabilities available in MindBridge.

  1. Open the more actions menu ( More_actions_menu_icon.svg ) in line with the desired analysis name.
  2. Select View checklist.
    The checklist will appear on the right side of the given analysis.

Use the import checklist

Expand each section of the checklist with the chevron icon ( Expand_chevron.svg ) to reveal details about different capabilities and required files.

MindBridge will track the files you import and update the import checklist as you go, providing helpful guidance for next steps.

Before the analysis is run, you can use the import checklist to:

  • Run a pre-analysis completeness check to help you assess the completeness of the general ledger (located within Reports dashboard)
  • Run a compatibility check to determine whether or not your pre-defined populations are compatible with the imported data (located within Populations)

After the analysis has been run, you can use the import checklist to quickly navigate to key dashboards in the analysis results by selecting the name of a given dashboard.

Hide the import checklist

  1. Open the more actions menu ( More_actions_menu_icon.svg ) in line with the desired analysis name.
  2. Select Hide checklist.
    The checklist will disappear from view.


View file details

  1. Open the more actions menu ( More_actions_menu_icon.svg ) in line with any file that has been imported into an analysis.
  2. Select View details.
    A snapshot of the data appears:
    • General information — Provides high-level information about the data and whether or not it has been modified
    • Column mapping — Displays the MindBridge columns and how they are mapped to the imported data
    • Analysis period — Displays the number of entries within the period and any conflicts with the periods
    • Integrity checks — Outlines the integrity of the imported data


Analysis management

Rename an analysis

Change the name of an analysis within MindBridge.

  1. Open the more actions menu ( More actions menu icon ) in line with the desired analysis name.
  2. Select Analysis settings.
    You will go to the analysis settings.
  3. Enter a new name for the analysis.
  4. When you are satisfied, Save the changes.

Select Discard changes any time to discard your unsaved changes.

Duplicate an analysis

When an analysis that has been run is duplicated, all of the imported data is copied into a new analysis in a pre-run state. This means that although the files do not need to be re-imported, the accounts must be verified and the analysis must be run again. 

  1. Open the Actions menu near the top-right of the Data page.
  2. Select Duplicate analyses.
  3. Select whether you want to duplicate the analysis into a New engagement or an Existing engagement.

Duplicate an analysis into a new engagement

  1. On the New engagement tab, use the checkboxes to select the analyses you want to duplicate into a new engagement.
  2. For general ledger analyses, use the toggle to determine if the duplicated analysis should use a full or interim time frame.
  3. When you are satisfied, select Duplicate. You will be brought to the Create engagement screen. Follow the workflow for creating a new engagement.

Duplicate an analysis into an existing engagement

  1. On the Existing engagement tab, use the Organization menu to select the target organization.
  2. Use the Engagement menu to select the target engagement.
  3. Use the checkboxes to select the analyses you want to duplicate.
  4. For general ledger analyses, use the toggle to determine if the duplicated analysis should use a full or interim time frame.
  5. When you are satisfied, select Duplicate.
  6. The duplicated analysis will appear on the Data page of the target engagement. It will have the same name, and will include the suffix "(Copy)".
Note: Details captured in the run history will not be copied into a duplicated analysis.

Export an analysis

Select one or more analyses to export from the engagement.

  1. Open the Actions menu near the top-right of the Data page.
  2. Select Export analyses.
    An export window will appear.
  3. Check the boxes next to the analyses you want to export.
  4. When you are satisfied, select Export.
    A zip file with your selected analyses will appear in your default download location.

Select Cancel any time to go back to the Data page without exporting any analyses.

Archive an analysis

Archive an analysis within the engagement.

  1. Open the more actions menu ( More actions menu icon ) in line with the desired analysis name.
  2. Select Archive.
    A pop-up window appears.
  3. When you are ready, Archive the analysis.

To unarchive an analysis, follow the same steps but select Unarchive from the menu. The analysis will appear on the Data page and can be accessed.

Note: Once an analysis is archived, the analysis settings become read-only and can be viewed but not edited.

Delete an analysis

Permanently delete an analysis from the engagement.

  1. Open the more actions menu ( More actions menu icon.svg ) in line with the desired analysis name.
  2. Select Delete.
    A pop-up window appears.
  3. To permanently delete the analysis, select Delete.

Select Cancel any time to go back to the Data page without deleting the analysis.


File management

Note: The instructions below relate to analyses using a full or interim time frame, which only allow for one file per slot. When using a periodic time frame, if multiple files have been imported into the same slot, you can select which file you want to export or delete using the file menu ( File list icon.svg ). 

Export files from an analysis

Save copies of your files to your computer.

  1. Open the more actions menu ( More_actions_menu_icon.svg ) in line with the desired file 
  2. Select one of the following:
    • Export original file — The original version of the file (for the periodic time frame, this will be the most recently imported file)
    • Export modified file — A file that contains changes made within MindBridge, such as split or joined columns (for the periodic time frame, this will be the most recently imported file)
    • Export all files — In the case of a periodic analysis time frame where multiple files have been imported, this option allows you to export all imported files

The export will appear in your default download location.

Note: Files deleted from the analysis will not be included in the export.

Restart the file import process

Restart the import process for the given file.

  1. Open the more actions menu ( More_actions_menu_icon.svg ) in line with the desired file.
  2. Select Restart import.
    MindBridge will confirm that you want to restart the import process.
  3. When you are ready, Confirm your decision.
    The file will return to a pre-import state.
  4. Select Continue import.
    You will go to the first step in the import process.
Note: You can restart the import process of files that have already been analyzed. Unless deleted from the analysis, data and files from each analysis run will be available to view and export via the Run history section.

Replace a file with one from your computer

Replace a given file* in the analysis.

  1. Open the more actions menu ( More_actions_menu_icon.svg ) in line with the desired file.
  2. Select Replace file from computer.
  3. Find and select the file you want to import from your computer.
    MindBridge will confirm that you want to delete the original file and replace it with this new file.
  4. When you are ready, Delete the original file.
    MindBridge will remove the original file and load the new file*.
  5. Once the new file has loaded, select Continue import.
    You will go to the first step in the import process.
Note: You can replace files that have already been analyzed. Unless deleted from the analysis, data and files from each analysis run will be available to view and export via the Run history.
*Note: A copy of the original file will remain in the file manager, and a copy of the new file will be loaded into the file manager automatically.

Replace a file with one from the file manager

Replace a given file* in the analysis.

  1. Open the more actions menu ( More_actions_menu_icon.svg ) in line with the desired file.
  2. Select Replace file from file manager.
  3. Find and select the file you want to import from the file manager.
  4. When you are ready, Replace the original file.
    MindBridge will remove the original file and load the new file.
  5. Once the new file has loaded, select Continue import.
    You will go to the first step in the import process.
Note: You can replace files that have already been analyzed. Unless deleted from the analysis, data and files from each analysis run will be available to view and export via the Run history section.
*Note: A copy of the original file will remain in the file manager.

Delete a file

Permanently remove a given file from the analysis.

  1. Open the more actions menu ( More_actions_menu_icon.svg ) in line with the desired file.
  2. Select Delete file.
    MindBridge will confirm that you want to remove the file from the analysis.
  3. When you are ready, Delete the file.
    The file will be removed from the analysis.
Note: A copy of the file will remain in the file manager, but it will not be available to export from previous runs in the Run history.

Anything else on your mind? Chat with us or submit a request for further assistance.

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