Efficiency - Reuse - Do you create a report whenever you need a number from a system?
Updated by Brady Stroud [SSW] 1 year ago. See history
Whenever you need a number from a system you should think of how you can create a report, so next time you can press a button to get the result. If you found yourself doing ad-hoc reports, or random SQL queries, a few years ago, the best thing to do was to make sure the boss knows you could not find the data you needed, so he could commission a new report to be built.
Since 2015, the best practice is instead to jump into Power BI and build the report yourself.
Dear boss,
Today I needed to find xxx and so I had to write a query to find it. You can find it at \server\Reports_Adhoc\SalesByRegion.xlsx
I suggest adding this into our Performance Point Cube so I could find it at a URL.
Dave
❌ Figure: Bad example - Can't build it yourself, sending an email to your boss for a number
✅ Figure: Good example - Sate your own curiosity with Power BI
See Ulysses' video on how Power BI is the best tool for this: