How to Document Data Lineage for a Critical Business Report

When a report is challenged, teams need to trace its metric back through transformations to source data and accountable owners.

Checks to make

Record source systems, extraction times, transformations, joins, metric definitions, refresh dependencies, and responsible teams. Keep lineage close to code and update it as pipelines change; verify it against a recent report run.

When to get help

Data engineering can make report lineage and ownership easier to maintain. Informatix Systems can assess the symptoms, evidence, and next steps. Contact Informatix Systems to discuss this issue.