The Dashboard Effect
The Dashboard Effect
Brick Thompson, Jon Thompson, Caleb Ochs, Landon Ochs
The Pitfalls of Augmenting Transactional Data with Excel for Reporting
9 minutes Posted Jun 20, 2024 at 9:00 am.
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In the latest episode of The Dashboard Effect Podcast, Brick and Caleb discuss a common challenge businesses face when trying to extend their data for reporting purposes using Excel files to categorize or group data in ways not supported by the original system. While this approach may seem simple and straightforward, it can lead to several problems down the road, such as: Difficulty matching numbers between the transactional system and the reporting tool (e.g., Power BI)Inconsistencies in cat...