Pivot Table Report Audit
Check source ranges, grouping and refresh habits.
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Audit a workbook of pivot tables. Description of source data ranges, pivot layouts, filters, calculated fields and the refresh process: [PIVOT_DETAILS]. Reports built from them: [REPORTS]. Problems noticed: [PROBLEMS]. Check for ranges that omit new rows, blank cells and text in numeric fields, grouped dates that mislead, calculated fields that sum averages, filters hiding data, stale caches, and manual copying of pivot results into other sheets. Return a table with Pivot, Problem, Effect on numbers and Fix, a score from 1 to 10 for reliability, and a refresh checklist with a control total check. Also suggest converting the source range to a table, naming it clearly, and adding a check that compares the pivot grand total with the source total. Include a note on documenting the refresh order when several pivots share a cache. Also provide a short test you can run in five minutes: filter the source to one product, compare with the pivot filter, and confirm the totals agree. Suggest labelling each pivot with its source range, refresh date and owner so that readers know how current the figures are. Then plan the replacement of manual steps with a repeatable reporting process. Document how raw data arrives, where it is stored, how it is imported into the workbook, how the pivots refresh, and where the outputs are published. For each manual step, state the risk it creates, a more reliable alternative, and the effort to implement it. Provide a refresh checklist with control totals at each stage, a version naming scheme for output files, and a record of who ran the report and when. Suggest how to protect the source data and the pivots from accidental edits, and how to test changes on a copy before they reach readers. Add a short guide for readers explaining how to interpret the filters and what the report does not show. Finish with a plan for training one backup person to run the process, so that the report does not depend on a single individual.
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