Building & Managing Workflows

Building & Managing Workflows

Create Analytics workflows to easily clean, merge, and transform testing data to SOXHUB and OpsAudit.

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About this course

Building & Managing Workflows

Course Description:

As a Builder, you will be responsible for the workflows in AuditBoard Analytics. This course will walk you through the process of building a workflow, writing formulas, and connecting your workflows to AuditBoard.

Note: As a new tool in AuditBoard, Analytics will be constantly evolving and improving, so this course will be updated as new features roll out.

Course Objectives:

At the end of this course, an AuditBoard user will be able to:

    • Explain how to build a workflow in Analytics
    • Recall different aspects of the Analytics workflow canvas
    • Describe how to write formulas for their workflows
    • Recall how to connect their workflows to AuditBoard

Who should take this course?

This course is designed for users who are responsible for creating and administering workflows in AuditBoard Analytics and need to know how to leverage this tool.

Approximate Duration:

1.5 hrs

Last Updated: 01/03/2024

Curriculum1.5 hrs

  • Course Instructions
  • How to Use this Course
  • Disclaimer
  • Building & Managing Workflows
  • Building a new Workflow
  • Workflow Canvas Walkthrough
  • Writing Formulas & Calling Functions
  • Understanding Analytics Formulas
  • Parameters
  • Connecting Workflows to AuditBoard
  • Navigating the Toolbox
  • Toolbox Overview
  • Toolbox: Import
  • Toolbox: Clean
  • Toolbox: Merge
  • Toolbox: Transform
  • Toolbox: Visualize
  • Toolbox: Publish
  • Course Wrap-up
  • Learning Objectives Review
  • Course Completion
  • Building & Managing Workflows Complete!

About this course

Building & Managing Workflows

Course Description:

As a Builder, you will be responsible for the workflows in AuditBoard Analytics. This course will walk you through the process of building a workflow, writing formulas, and connecting your workflows to AuditBoard.

Note: As a new tool in AuditBoard, Analytics will be constantly evolving and improving, so this course will be updated as new features roll out.

Course Objectives:

At the end of this course, an AuditBoard user will be able to:

    • Explain how to build a workflow in Analytics
    • Recall different aspects of the Analytics workflow canvas
    • Describe how to write formulas for their workflows
    • Recall how to connect their workflows to AuditBoard

Who should take this course?

This course is designed for users who are responsible for creating and administering workflows in AuditBoard Analytics and need to know how to leverage this tool.

Approximate Duration:

1.5 hrs

Last Updated: 01/03/2024

Curriculum1.5 hrs

  • Course Instructions
  • How to Use this Course
  • Disclaimer
  • Building & Managing Workflows
  • Building a new Workflow
  • Workflow Canvas Walkthrough
  • Writing Formulas & Calling Functions
  • Understanding Analytics Formulas
  • Parameters
  • Connecting Workflows to AuditBoard
  • Navigating the Toolbox
  • Toolbox Overview
  • Toolbox: Import
  • Toolbox: Clean
  • Toolbox: Merge
  • Toolbox: Transform
  • Toolbox: Visualize
  • Toolbox: Publish
  • Course Wrap-up
  • Learning Objectives Review
  • Course Completion
  • Building & Managing Workflows Complete!