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I try to keep data on each set in a table that way formulas are consistent line to line
That’s why we have legally mandated auditing for certain business functions.
Hmm interesting 🧐
Depending on the work you can build in separate check figures
That’s trueee it depends
Checks at every level.
In simple terms, have sums at the top of every summable column. Then sum those and compare it to your source.
For example, hours should always add up and if they don't you need to know why. Similarly having iferrors and xlookups to cover errors is nice but also hides issues.
It sounds weird but remove error handling until you're assured in your methodology. Let you dashboard break in order for you to cover all areas of uncertainty.
You can also do checks in powerquery. But ideally you have your source data somewhere. You can keep track of the main metrics there and follow those through to your dashboards.
Also use structured tables. Always use one formula per column and build in any seperate required outcomes usings IFS. This also helps with checks and having dynamic ranges of data. A simple check would be =sum(sourcetable[Hours] =sum(table1[Hours]) and will return a simple true or false where you can check for variances.
When there's only one formula, it prevents things like referencing other datasets and flags different entries with the annoying error flag.