Professional learning path

BI Developer

Deliver a business dashboard with consistent metrics and a clear audience.

Prepare

Prepare a trusted reconciliation dataset

Run the reconciliation kit. Inspect identifiers, currency, and unmatched rows. Define the grain of the result and explain why a currency mismatch must remain an exception even when amounts are equal.

Start with the browser demo or download the local kit. For the workspace exercise, you need approved access to the relevant Genedata capabilities and a reviewer for your output.

Open the interactive demo Download the practice kit

Practice tasks

0 / 4 completed

Record the source key and the grain of each table.Your working notes

Explain the missing settlement and currency mismatch in the output.Your working notes

Change the amount tolerance and document which result changes.Your working notes

Publish the definition of a matched record with its limitations.Your working notes

Notes and progress are saved on this device.

Apply in your workspace

Build dashboards people can trust.

Deliver a business dashboard with consistent metrics and a clear audience.

Agree the decisions the dashboard should support and identify the intended viewers.

Use governed models and define filters, metric labels, and visual interactions consistently.

Validate the results with an analyst and test access using the intended viewer permissions.

Publish or embed the dashboard, document the refresh expectations, and assign an owner for feedback and changes.

Expected handoff

A validated dashboard with an owner, audience, and shared metric definitions.

Explore your platform capabilities

Measure your progress

Time to deliver a dashboard change
Support requests caused by unclear metrics or access

Use AI to propose a narrative for the dashboard; verify that every statement matches the selected filters and data.