Hello PBI Community:
I'm not too sure this is the best place to post this, but I live in the Desktop section of this site when I'm here; if there is another spot more appropriate please let me know.
I don't want to be too long-winded, but I believe context is necessary. Currently, I use pivot tables (Excel) to check numbers in my reports. As reports grow along with requirements, validating numbers becomes more cumbersome. I'm looking for a better method of auditing/validating report numbers.
I've found that content related to auditing in PBI deals primarily with auditing in the IT realm, which is completely reasonable given how we all understand & use PBI. That isn't what I'm after though--I may be using the wrong terminoligy??? I checked with my accounting colleague, & he indicated he didn't know of a better way to go about validating reported numbers.
Here are my thougts concerning the matter:
1. There is input used for reports. Let's say in this case it is Excel.
2. I create the report based on input; visuals contain numbers that come from input.
3. After the report is created, I take data from the input, and do pivot tables in Excel to verify numbers in PBI visuals.
4. I want to improve upon step three as it takes a while. Of course, I'll spend as much time as needed to validate the numbers, but I feel like there is a better way.
5. I'm leaning toward exporting the data from each visual, and possibly using Python to check against original input. This can automate things to some extent. I haven't stepped into this process as I'm trying to wrap my brain around it.
What are your thougts about this? Do you guys/gals have standard procedures to achieve the same ends? Am I over-thinking here? Any tips, tricks, or suggestions are welcomed.
Again, sorry if this isn't the appropriate spot to post such content.
Thanks for your time! Happy Friday!
