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White Paper

5 Best Practices for Preparing Data for Reports and Presentations

Key Takeaways

  • Performance reports and ad hoc analysis are critical to developing company strategies—securing finance's role as a business partner
  • Finance needs to be able to access, enrich, and apply data from across the enterprise in order to support informed decision-making
  • Modern tools for data preparation enable finance to create information-rich reports faster, easier, and on a repeatable basis

Data Preparation


6 pages



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