The CCH Axcess Workflow Power BI application offers complete analytics for tasks through its powerful reporting feature. The Year Over Year Comparison report in the Power BI Analytics shows a comparison of tasks in the current year and previous year for different status groups.

Some Questions Related to Data Verification in Power BI reports

Who do I contact when I see discrepancies in my report?

1. If you see discrepancies in your report refer the cross-referencing guide to troubleshoot your report.
2. If the Task Counts do not match, contact a Workflow Data Analyst and inform them about the difference between the two numbers. If possible, provide them with an example of a missing task.
3. You can check if there is a discrepancy in the data by comparing the task count in the report and the result of an Advanced Search in your Workflow site.

• This process needs to be conducted on a weekly basis for the Modified Standard and YoY Master Comparison reports.

How do I fix my report when I see blanks?

Click on the Mapping tab and check your status mapping if you see blanks. Find the missing statuses, group them into the appropriate status group, and send them to your Data Analyst.
If there are no blank statuses, take a screen shot of where you see the blanks and send  it to an Workflow Data Analyst with a brief description of the report and blanks. Blank status mappings can cause pauses or failed refreshes.

What do I do when my report has not refreshed during a scheduled time?

There are several things that can cause a failed refresh.

1. The most common are transient issues that fix themselves during the next refresh.
2. The second most common are unmapped statuses. Unmapped statuses can simply be fixed by sending the blank statuses and the associated status group to a Workflow Data Analyst.

When your report does not refresh during a scheduled time, contact a Workflow Data Analyst and inform them of the last time your report refreshed. They will then look into the likely causes and provide feedback when the report has been fixed.

How can I check/verify my data in Workflow with Power BI?

Use the Advanced Search in your Workflow Site and set the parameters pertaining to the report you are viewing. The detailed parameters for each specific report can be found in the Workflow Analytics process guides for cross checking data [INSERT HYPERLINK]. If the numbers do not match, contact an Workflow Data Analyst.

How to Access the Power BI Application

Log in to Power BI and sign in with your registered Email ID and password. Upon successful login, the Power BI home page is displayed.
You can now access the reports from the left pane of your home page. The reports give detailed analytics aided by useful filters to customize them.

Check for Consistency with Workflow tasks

There is a need to cross check the data in the analytics with task data in your Workflow account for the following reasons.

1. To ensure that the Tasks in the Year Over Year Comparison report are consistent with the data in your Workflow Account. Such a consistency check confirms that the Year Over Year Comparison report is accurate and up-to-date.
2. To enable the Analytics team to diagnose and resolve problems quickly and efficiently when a pre-check of the task count has already been performed.

As a best practice, it is advisable to check for consistency periodically to ensure that the report retrieves the correct and most recent data.

Procedure to Cross Check Tasks

To be able to check if the tasks that are displayed in the analytics are the same as the tasks in your Workflow account, you can follow the procedure given below.

Step 1

Access YoY Master Comparison>YoY Comparison in #’s from the left pane of your home screen. Make a note of the CY # of Tasks that is displayed in the top bar.

Step 2

Log in to Workflow and click on the Advanced Search icon from the top bar.

Step 3

Perform an Advanced Search. The following criteria serve as an example.

1. Set the Year filter to the 2019.
2. Select Tax from the Task Category drop-down.

• You can save the search with the specified criteria to quickly run subsequent search queries.

Step 4

Make a note of the number of tasks fetched in the Search Result.

Step 5

Compare this count with the CY # of Tasks in the Power BI report.
A matching task count indicates that the data in the Year Over Year Comparison Report is accurate and reflects the most recent data.