
Reporting Automation or AI Analysis: Choose the Job First
Separate repeatable reporting from generated explanations. Use a task worksheet, a worked narrative review and an acceptance matrix before adding AI to business reports.
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Define business metrics, review data quality and choose reporting tools with clear access and operating responsibilities.
Showing · #Business dashboards & reporting
Separate repeatable reporting from generated explanations. Use a task worksheet, a worked narrative review and an acceptance matrix before adding AI to business reports.
Validate the report at source, model and display level. Use a practical quality worksheet and a worked example of order amounts repeated by a shipment join.
Compare Power BI with Data Studio, formerly Looker Studio, around modelling, sharing, access and refresh. Use a small acceptance trial before committing to a platform.
Prepare a dashboard brief with clear users, metric definitions, source records and acceptance tasks. A worked example shows why the denominator belongs beside the number.


