4 way checking on power bi

[ShraddhaA]

how do i carry out a 4 way checking ( PR vs PO vs GRN vs Invoice ) in a procurement analysis dashboard

[Anonymous · Accepted solution]

hi @ShraddhaA 

try out below steps

To perform a four-way checking between Purchase Requisition (PR), Purchase Order (PO), Goods Receipt Note (GRN), and Invoice in a procurement analysis dashboard, you can follow these steps:

1. Import the relevant data into Power BI: Import the PR, PO, GRN, and Invoice data into Power BI as separate tables. Ensure that the tables have the necessary fields such as PR Number, PO Number, GRN Number, Invoice Number, and relevant dates and amounts.

2. Create relationships: Establish relationships between the tables based on common fields such as PR Number, PO Number, GRN Number, and Invoice Number. This will enable you to link the data together.

3. Create visuals to display the data: Depending on your specific requirements, you can create various visuals to analyze the four-way checking. Here are some examples:

   a. Count of Records: Create a card or a KPI visual to display the count of records in each table (PR, PO, GRN, Invoice). This will help you identify any discrepancies in the number of records across the four stages.

   b. Amount Comparison: Create a column chart or a stacked column chart to compare the total amounts in each stage (PR, PO, GRN, Invoice). You can use measures such as SUM or TOTAL to calculate the total amount in each table.

   c. Missing Data Analysis: Create a table or a matrix visual to display missing data. Use conditional formatting to highlight any missing PRs, missing POs, missing GRNs, or missing Invoices. You can achieve this by comparing the presence of values in each table.

   d. Exceptions Analysis: Create calculated columns or measures to identify exceptions or discrepancies between the stages. For example, you can compare the amounts in PR and PO to check if they match, compare the quantities in GRN and PO to ensure they align, and compare the amounts in Invoice and GRN to validate the invoiced amounts.

4. Apply filters and slicers: Utilize filters and slicers to allow users to drill down into specific time periods, vendors, or other relevant dimensions. This will provide a more interactive analysis of the four-way checking process.

5. Add visual cues and conditional formatting: Use visual cues such as colors, icons, or data bars to highlight any discrepancies or exceptions. For example, you can use conditional formatting to highlight differences between the expected and actual amounts or quantities.