Pivot Table and Report Accuracy Check
Verify that reports tie to source data.
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Verify that my pivot tables and reports tie to the source data. Spreadsheet app: [SPREADSHEET_APP]. Source data description (columns, row count, last update): [SOURCE_DATA]. Report description and key figures: [REPORT_DESCRIPTION]. Formulas or pivot settings: [PASTE_SETTINGS]. Check each item and mark Pass, Fail, or Unknown with the method to test it: [ ] The pivot source range includes all rows and columns and grows with new data (use a table or dynamic range) [ ] The pivot has been refreshed since the last data change [ ] Grand totals equal the totals of the source data (compare using SUM on the source) [ ] Row counts match (COUNTA on the source versus the pivot count) [ ] No blank or "(blank)" categories hide missing data [ ] Text-formatted numbers are not being counted instead of summed [ ] Duplicates in the source do not inflate totals [ ] Filters, slicers, and hidden items are documented and do not exclude data unintentionally [ ] Calculated fields and items use the correct logic [ ] Date grouping (month, quarter, fiscal year) matches the business definition [ ] Subtotals are not added again into grand totals [ ] A sample of three figures can be traced back to individual source rows Provide the formulas for each test, a reconciliation table template, and a note to put on the report stating its source and refresh date.
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