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Knowledge Base & Operational DocumentationData Engineering & Analytics
How to Reconcile Analytics Totals After Changing Duplicate Removal Rules
A deduplication rule update can change historical counts and downstream measures. Checks to make Version the rule, compare old and new outputs on representative periods, inspect records added or removed, and reconcile with source events. Document the effective date and whether historical reports are restated. When to get help Analytics engineering...
How to Audit Analytics Reports That Depend on Manually Edited Spreadsheets
Manual spreadsheet inputs can introduce undocumented corrections, inconsistent formats, and weak change history. Checks to make Identify spreadsheet owners, source data, formulas, edit permissions, and refresh cadence. Capture version history, validate inputs before ingestion, and migrate recurring logic into reviewed pipeline code where appropriate....
How to Investigate Analytics Reports That Differ After a Database Index Change
An index change should affect query performance, but query plans or application behavior may also alter which rows are returned. Checks to make Compare query text, plan, filters, and results before and after the change using a stable data snapshot. Check for timing-dependent queries or replica lag, then reconcile totals with the source of truth before...
How to Investigate Analytics Reports That Differ by User Permission Level
Row-level security, role filters, or cached sessions can produce different totals for users viewing the same report. Checks to make Compare identities, role assignments, filter context, refresh time, and cache behavior. Use a controlled test role and trace sample records through access rules, while ensuring restricted data is not exposed during...
How to Investigate Analytics Reports That Change After Updating a Customer Status Mapping
A mapping update can move records between categories and alter historical measures or cohort counts. Checks to make Version the mapping, compare before and after distributions, trace representative customer records, and confirm expected treatment with business owners. Document effective dates and restatement decisions before refreshing published...
How to Reconcile Analytics Totals After Changing Customer Merge Rules
Merge logic can change entity counts, historical attribution, and customer-level metrics. Checks to make Version merge rules, compare matched and unmatched records, inspect representative merges, and reconcile totals with source systems. Document effective dates and decisions about historical restatement before refreshing published dashboards. When to...
Why Do Customer Counts Change Between a CRM and a Sales Dashboard?
A CRM and a sales dashboard may count customers differently even when both appear to use the same records. One system might count contacts, another accounts, and a third only customers with a completed transaction. What to check Compare the entity counted, date window, status filters, duplicate handling, time zone, and refresh timestamp. Trace a small...
Why Do Monthly Revenue Reports Change After an Invoice Is Edited?
A monthly revenue total can shift after an invoice is edited because the reporting system may use invoice date, payment date, recognition date, or the latest record state. Backdated corrections and currency conversion can also change a closed period. What to check Compare the report definition, invoice status history, edit timestamp, accounting period,...