01 · Focused fix
BI troubleshooting and audit
When a dashboard cannot be trusted, the work is not another visual. It is finding the break, reconciling the output, and leaving a model someone else can keep.
Service · Audit · then the smallest useful repair
When this is the job
A report that used to be right starts to drift. Measures disagree with finance. A filter quietly drops a region. Nobody can say which source is the source. Refresh takes long enough that people export to Excel and stay there.
How it runs
A productized audit in four layers: map the model, the queries, the measures, and the grain. Reproduce the wrong number. Isolate source issues from model issues from visual issues. Write down what cannot be fixed in the data. Then the focused fix — not a rebuild for its own sake.
L1
Reproduce
The wrong number, on the same grain, from the file as it ships.
L2
Isolate
Source, model, measure, visual. One layer is guilty. The others stay.
L3
Repair
The smallest useful cut. Not a platform. Not a rewrite.
L4
Leave
Change summary. Unresolved named. A regression the next drift will hit.
What you leave with
Root cause named. Next action obvious. A concise change summary, unresolved issues documented, and a file the next person can open.