Encyclopedia
Streamlining financial processes through intelligent automation tools
Accounting TreatmentApplying rules for recording financial transactions consistently
Accounts Payable AutomationStreamlining invoice processing to enhance efficiency and accuracy
Accounts Payable ReportingTracking vendor payments and outstanding invoice obligations
Accrued ExpensesRecords unpaid costs in the correct accounting period
Actionable ReportingActive DirectoryAd Hoc ReportingCustom, real-time data insights for dynamic decision-making.
Adjusting EntriesUpdates accounts to reflect accurate reporting periods.
Advanced AnalyticsAgentic AIAutonomous systems that plan, act, and adapt
Agile BIAI Powered Data GovernanceAI-driven oversight ensuring secure, accurate enterprise information
Amazon RedshiftAnalysis GridAnalytics as a ServiceCloud-delivered analytics tools for on-demand insights
APIArea ChartsAttributionAuditingAugmented AnalyticsAuthenticationAuthorizationAutomated Business AlertsAutomated Data Quality ManagementAutomated checks ensuring accurate, reliable business data
Automated ProcessesAutomated Report SchedulingBI Reporting involves the process of collecting, analyzing, and presenting...
Bubble ChartA Bubble Chart is an excellent tool for visualizing data...
Bubble ChartsBudget Analysis ChartA Budget Analysis Chart compares past and future budgets with...
Build v. BuyBullet GraphA Bullet Graph is used to compare performance against target...
Business AnalyticsBusiness Intelligence (BI)Business Intelligence uses technology to collect, analyze, and present data.
Business Intelligence Platform (BI Platform)Business Performance ManagementBusiness Performance Management (BPM) aligns business goals with metrics, initiatives,...
A Candlestick Chart is particularly useful for displaying stock price...
Capabilities MapCash Flow ManagementEnhancing liquidity and financial stability through data insights.
Cash Flow ReportingTracking cash inflows and outflows across activities
Centralized BIChart Of Accounts MappingAligning financial structures for consistent enterprise reporting.
ChartsChord DiagramA Chord Diagram is used to visualize relationships between multiple...
Closing EntriesFinalizes account balances for accurate period reporting.
Cloud AnalyticsColumnar Data StoreColumn ChartA Column Chart displays values by height, making it easy...
Combination ChartA Combination Chart merges multiple chart types, such as bar...
CommingledComparing Today’s BI ModelsCompliance Reporting AutomationAutomating regulatory reports for accuracy and efficiency
Consolidation AdjustmentsAdjusts combined statements for accurate consolidated results.
ConsumersContextual Gauge ChartA Contextual Gauge Chart displays progress with an added image...
Control ChartA Control Chart monitors process variation over time, helping users...
Corporate Performance ManagementCorporate performance management (CPM) integrates planning, budgeting, and financial consolidation.
Correlation MatrixCreatorsCSSCustom DiagramA Custom Diagram illustrates complex processes and systems with unique...
Customer Data AnalysisAnalyzing consumer information offers insights for tailored strategies.
Customer Experience AnalyticsImproves customer insights for personalized marketing and satisfaction.
Customer Journey AnalyticsGaining insights into customer behaviors to enhance experiences.
Custom Skin GaugeA Custom Skin Gauge allows for visualizing data with unique...
CycleplotA Cycleplot visualizes seasonal trends over time, helping users identify...
Visualizes key metrics for faster decision making.
Data AnalysisData analysis is the process of transforming raw data into...
Data AnalystsData Analytics PlatformData Bar TableData CleaningData cleaning is the process of identifying and correcting errors,...
Data Compliance StandardsEnsuring adherence to standards for data collection processes.
Data DiscoveryData Driven Decision MakingUsing insights to enhance strategic business decisions effectively.
Data EnrichmentData EntityA Data Entity is a structured framework designed to simplify...
Data GovernanceData Governance FrameworkEnsures accurate, compliant data management across diverse organizational systems.
Data IntegrationData JournalismData Journalism is a type of journalism where reporters make...
Data LabelA Data Label is a simple yet powerful visualization that...
Data LakeCentral repository storing structured and unstructured enterprise data
Data Lifecycle ManagementOptimize data processes for better management and insights.
Data MartA data mart is a subset of a data warehouse,...
Data MiningData mining refers to the process of extracting meaningful information...
Data ModelingData ObservabilityMonitoring pipeline health to ensure reliable enterprise data
Data ProfilingData ScientistData StewardshipManaging and protecting organizational information assets effectively
Data StorytellingData StreamingProcessing continuous data flows for real-time analysis
Data TablesData VirtualizationUnified access to distributed enterprise data sources
Data VisualizationData Visualization ExamplesData Visualization ToolsData WarehouseData Warehouse OptimizationOptimizing data processes for better efficiency and insights.
Decentralized BIDeferred Revenue AccountingManaging prepayments until revenue obligations are fulfilled
Deferred Tax AssetsFuture tax benefits from timing differences and losses
Depreciation Journal EntryAllocates asset costs over time for accuracy.
Descriptive AnalyticsDesigning for Color-BlindnessDiagnostic AnalyticsDisplay PictureA display picture is the image shown on a device...
Dividend Yield AnalysisEvaluating shareholder returns through income and stock value
Doughnut ChartsCircular visualization showing proportions at a glance.
Drill Down ReportDrill down is a capability that takes the user from...
Drill Through ReportA drill through report links summary data to detailed reports.
DriversSoftware enabling ERP systems to connect with databases
Dynamic DashboardsAnalyze data to optimize customer interactions and experiences.
Enterprise Data WarehouseEnterprise Performance ManagementEnterprise performance management (EPM) integrates planning to manage business performance.
ERP ConnectorETL: Extract Transform and LoadA Web-based ETL operates like a web service, facilitating seamless...
Extended BIExtensibilityExtranetMeasuring debt versus equity to assess financial stability
Financial Management SystemManaging finances through reporting, planning, and consolidation
Financial Performance ManagementFinancial Performance Management (FPM) monitors, analyzes, and improves profitability.
Financial Ratio AnalysisFinancial Ratio Analysis evaluates company financial health using key financial...
Fixed Asset ReportingTracking asset value, depreciation, and lifecycle compliance
ForecastingProjecting future trends for informed decision-making and strategy.
Forensic Accounting InvestigationsUncovering fraud through financial records and investigative analysis
FRS 102UK accounting framework governing recognition, measurement, and disclosures
Funnel ChartsA gauge data visualization is a specific type of chart...
General Ledger ReportingCore accounting reports guiding financial accuracy and insight
Generally Accepted Accounting PrinciplesStandardizing financial reporting for accuracy and transparency
Geographical Mapping or GIS MapsGoodwill Impairment TestingEvaluating recorded goodwill for accurate financial reporting
Google BigQueryGoverned Data DiscoveryGradientGRI FrameworkStandardized reporting framework for consistent ESG disclosures worldwide.
Standardized classification codes for internationally traded goods.
Headcount ReportingTracking employee counts for strategic workforce decisions
Heat MapsHP Vertica DatabaseHP Vertica is a specialized database management system designed with...
HTMLHybrid Online Analytical Processing (HOLAP)HOLAP is a sophisticated data analysis approach that merges ROLAP...
Managing performance-based pay with accuracy and transparency
Independent Software VendorDeveloping specialized software for third-party platforms
Information DeliverySeamless access to insights for informed decision-making.
Information Lifecycle ManagementManages data from creation through archival stages.
Infused AnalyticsInline AnalyticsIntegrated Business PlanningAligning strategy, operations, and finance for performance
Interactive Data ViewerIntercompany AccountingManages transactions between related business entities
Intercompany EliminationsRemoves internal transactions to avoid double counting.
Intercompany ReconciliationMatching balances between entities before financial consolidation
Interest Rate ForecastingProjecting future borrowing costs to guide financial strategy
IntranetInventory ReportingTracking stock data for smarter business decisions
Segmenting audiences based on behaviors, demographics, and preferences.
MashupsMaster Data GovernanceEnsuring data accuracy through policies and oversight
Master Data ManagementCentralizing and governing enterprise data for consistency
MetadataMetadata ManagementMobile BIMOLAPMongoDBMonth End CloseStreamlined process ensuring accurate financial data reconciliation.
Multi-Entity ReportingConsolidates results across multiple organizational units.
Multimodal UIMulti-TenancyStandardized interface for cross-database data access and integration
OEM BI toolsOEMsOLAPOLTPOpen ArchitectureOpen Source BIOperational Data StoreCentralized hub for real-time operational data management
Operational Efficiency AnalysisImproving business processes for enhanced productivity and efficiency.
Operational Reporting DefinitionOperational reports offer a structured, analyzable snapshot of activities like...
Pixel-perfect reporting involves designing a report so that every element...
Plug-InsPolar ChartsPortalsPower BI WritebackReal-time data editing in Power BI dashboards
Predictive AnalyticsPredictive Maintenance AnalyticsData-driven insights to prevent costly equipment failures
Premise-BasedPrescriptive AnalyticsProfitability AnalysisEvaluates financial health through metrics and reporting
Purchase Price AllocationAssigning fair value to acquired assets and goodwill
Pyramid ChartsImmediate data collection, processing, and actionable insights.
Receivable Turnover RatioEvaluating collection efficiency to improve liquidity and profitability
Record-to-ReportTurns recorded activity into reconciled, consolidated financial results
Reference Data ManagementGoverning standardized codes and classifications across systems
Relational DatabasesReport BuildingCreating structured, insightful data reports for informed decisions.
Report Developer in BIReporting DimensionsAttributes that structure and segment metrics for analysis
Reporting EntityReporting PerformanceResponsive DesignREST APIEnabling web communication through standardized data exchange
REST ISVBuilding scalable software with REST-based integrations
Restricted Stock UnitsRetrieval Augmented GenerationGrounding AI outputs with trusted external data
Revenue Growth ManagementDriving profitability through pricing, performance, and customer insights
Revenue RecognitionDetermines when income is recorded and reported.
Revenue ReportingPresenting income data for performance and compliance
ROIReturn on investment (ROI) is a financial measure that calculates...
ROI DataROI Data also known as ROI Analytics is the Return...
ROLAPStandardized framework for transparent, industry-specific ESG disclosures.
ScalabilityScatter ChartsScenario PlanningAnticipating diverse futures for strategic adaptability and resilience.
ScorecardSDKTools and interfaces for building and extending applications
Segment ReportingBreaking financial results into meaningful business dimensions
Self-Service BISelf-Service Data PrepSentiment AnalysisAnalyzes emotions in text to gain actionable business insights.
Smart Process ApplicationsSocial BISocial IntelligenceSocial Media Data AnalysisAnalyzing social platforms to understand user engagement trends.
Sparkline ChartsStacked Bar ChartsStacked ColumnsStandalone Analytics ApplicationStandardized DataConsistent, structured information for seamless integration and accuracy.
Standard ReportsPredefined insights for consistent, repeatable business analysis
Star SchemaStructured DataSubledger AccountingDetailed transaction tracking supporting reconciliation and financial accuracy
Supply Chain TariffsImport taxes impacting costs across global supply chains.
Suspense AccountTemporary holding for unresolved or unidentified financial transactions
System Administrator in BITracking and reporting duties on imported/exported goods.
Tariff Advisory CommitteeRegulatory group guiding national tariff and trade policy.
Tariff CodesNumeric classifications for goods in international trade.
Tariff ConsequencesEconomic effects of tariffs on trade and pricing.
Tariff CostsExpenses from taxes on imported or exported goods.
Tariff EffectsEconomic impact from import/export taxes and trade policies.
Tariff EngineeringProduct modification to reduce or avoid tariff costs.
Tariff ExposureBusiness risk from reliance on tariffed imports.
Tariff ManagementOversight and strategy for handling tariffs and compliance.
Tariff ProcessSteps governments take to implement and enforce tariffs.
Tariff QuotaImport cap offering reduced tariffs within set limits.
Tariff Rate QuotasTiered import duties based on quantity thresholds.
Tax ReportingProcess of declaring income and taxes to authorities.
Text MiningThe Matching PrincipleAligns costs with revenues for accurate financial results
Trade Compliance SoftwareAutomated solutions for regulatory compliance in global trade.
Trade ExposureFinancial risk from global trade and currency fluctuations.
Trade Management SoftwareStreamlined trading processes for accuracy, compliance, and insights.
Transactional DatabasesA transactional database is a system designed to manage and...
Transaction ReportingRegulatory trade data submission for transparency and compliance
Types of DashboardsTypes of Data SourcesData source types refer to the various origins from which...
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