A data analyst developed a complex quarterly sales performance dashboard that combines data from the company's CRM and a separate invoicing system. After presenting a draft to the sales manager, the manager questioned the final 'Average Deal Size' metric, stating it seems unusually low. The analyst has already triple-checked their SQL joins and the formula for the calculated field but cannot identify any discrepancies. Having worked on the dashboard intensely for several days, the analyst is struggling to see the potential problem. What is the most effective next step for validating the report?
Ask a fellow data analyst to review the dashboard's logic, data sources, and calculations.
Implement data filtering on the dashboard to reduce the data size and improve the refresh rate.
Schedule a meeting with the sales manager to redefine the requirements for the 'Average Deal Size' metric.
Conduct a full source validation by manually comparing a sample of raw records from the source systems against the report data.
The correct answer is to ask a fellow data analyst for a peer review. Given that the analyst has already reviewed their own code and calculations multiple times, they are likely too close to the project to spot a potential logic error or incorrect assumption. A peer review provides a fresh set of eyes from a colleague with similar expertise who can scrutinize the logic, data sources, and calculations without the same biases as the original author. This collaborative approach is a highly effective validation technique for catching subtle errors.
Manually validating a sample of raw data against the report is a valid technique known as source validation, but it can be very time-consuming. A peer review is a more efficient first step to check the overall logic before committing to a manual data audit.
Implementing data filtering to reduce data size is a technique used to troubleshoot performance issues like slow refresh rates, not data accuracy problems.
Redefining the metric with the stakeholder is premature. The analyst must first validate whether the current calculation is correct according to the original requirements before considering a change to the requirements themselves.
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