IntermediateTECHNICAL
Assume you are responsible for improving an existing recurring report (weekly or monthly) that leadership relies on. What concrete steps would you take to (a) validate the current data sources and calculations, (b) reduce manual effort, and (c) ensure the report is easily understandable to non‑experts? Be specific about tools, checks, and communication points.
Custom Role
General

Sample Answer

Situation: Our monthly revenue and churn report was built in Excel from multiple CSVs and took 6 hours/month, with frequent discrepancies. Task: Improve accuracy, cut manual effort by 50%, and make it leadership-friendly. Action: (a) I mapped every metric to its source in a data dictionary, then used SQL (BigQuery) to recreate the numbers and reconcile row counts, joins, and filters; I added automated data-quality checks (freshness, nulls, outliers) in dbt. (b) I replaced manual CSV merges with an ETL pipeline in Fivetran feeding a Looker model, cutting manual steps from 18 to 4. (c) I redesigned the report in Looker with a one-page executive summary, clear definitions, and trend visuals, then aligned on it in a 30-minute stakeholder review. Result: 60% time reduction, error tickets dropped to near-zero, and executives adopted it as the single source of truth.

Keywords

End-to-end metric validation with SQL and a data dictionaryAutomation via ETL and BI tools to reduce manual stepsExecutive-friendly redesign with clear definitions and visualsStakeholder review to lock in trust and adoption
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