This Power BI reporting trust checklist helps SME teams test whether dashboard problems come from report design, unclear definitions, bad source data, refresh failures or missing reconciliation controls.
This Power BI reporting trust checklist helps SME teams test whether dashboard problems come from report design, unclear definitions, bad source data, refresh failures or missing reconciliation controls.
Use this checklist when Power BI, ERP, finance and Excel no longer agree. It helps separate report-design problems from source-data, definition, ownership and reconciliation problems.
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Name the business owner for each KPI before checking the report.
Write the business definition in plain English, including filters and exclusions.
Confirm whether the figure should match ERP, finance, warehouse, CRM or another source.
Separate operational timing differences from genuine errors.
2. Trace the source
Identify every table, extract, spreadsheet and manual adjustment feeding the report.
Check refresh schedules, failed refreshes and time-zone or period cut-off logic.
Confirm whether Power BI is reading live ERP data, a warehouse, CSV extracts or copied files.
Document where ownership moves between IT, finance, operations and the report builder.
3. Reconcile and sign off
Run control totals against ERP and finance outputs.
Test a sample of transactions from dashboard total back to source document.
Record exceptions with owner, cause, fix and retest date.
Only rebuild visuals once the source logic is trusted.
Evidence note
These resources are based on practical ERP migration, data-readiness and reporting-reconciliation controls: named owners, source inventories, issue registers, source-to-target maps, validation evidence and sign-off before leadership relies on the numbers.