Migrating report from Spreadsheet to your BI tool

Just like every other area of data analytics, migrating a report from a spreadsheet to a BI tool can only be done right when you ask the right questions.

Framework

  • Investigation
    • Current value of the report
    • Data quality observations
    • Data security
  • Solutions Implementation
    • Solutions enquiry
    • Extra Insights that can be generated
    • Documentation
    • Change Management
    • Acceptance criteria
    • Codes

Current value of the report

  • Identify what value the current report creates
  • Identify the system or manual sources of the data 
  • Identify who uses the spreadsheet report and what they use it for

Data quality observations

  • Is the data entered accurately, are there missing values, how frequently is the data updated
  • Does the business logic correlate with the logic used for the features
  • Catch-up with stakeholders to discuss observations

Data security

  • How was the data secured around the spreadsheet
  • Can a similar or better security be replicated using the BI tool

Solutions enquiry

  • Are the sources of data only from systems, or just manual, or system + manual
  • Can a direct connection be made from the system to the BI Tool so the data can be ingested directly from the system
  • Can a power app be made for manually entered data so the data can be ingested from the power app

Extra insights that can be generated

  • Is the BI tool able to get more features from the data source that could be useful for more insights
  • Are there new values that can be created if the BI tool gets the data in real-time
  • Are there new logics that were needed by this business area that can be built using the BI tool

Documentation

  • Document the new process for generating the report using the BI tool

Change Management

  • Is the values from the newly built report equal to the previously built report
  • Is the values from the newly built report different from the previously built report due to data quality issues
    • Are the definitions of features from the newly built report what was intended by the business
  • Catch-up with stakeholders to discuss usability and impact of new process for the BI report

Acceptance criteria 

  • Newly built report on BI tool generated same or better report than spreadsheet 

Codes

  • Document codes similar to that used on the spreadsheet report that were use on the BI tool
  • Document new codes for new insights where applicable

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