Reporting Discrepancies

Objective

To address and resolve discrepancies in data within Tathya reports, ensuring accurate and reliable information for users.

Context

Occasionally, discrepancies in data may arise in Tathya, impacting the visibility or accuracy of reports generated for clients. These issues typically stem from SQL query issues, dataset misconfigurations, or user-specific requirements not being met.

Scenarios

1. Field Not Found

Issue: Users do not see expected fields or results in Tathya reports. Cause: Missing fields in SQL queries or dataset configurations.

2. Duplicated Data

Issue: Users encounter repeated fields or data in reports. Cause: SQL queries fetching duplicate records or incorrect joins.

3. Mismatched Data

Issue: Expected data does not match what is displayed in reports. Cause: Incorrect filters or conditions in SQL queries.

4. New Feature Request

Issue: Clients request additional data fields not currently available. Cause: Queries need modification to incorporate new data requirements.

Troubleshooting Steps

1. Initial Checks

Verify Issue Existence

  • Log in to Tathya using credentials.

  • Navigate to the specific report or dashboard where the issue is observed.

  • Confirm discrepancies reported by users.

2. Investigate and Diagnose

Identify Scenario

  • Determine if the issue falls under Field Not Found, Duplicated Data, Mismatched Data, or New Feature Request.

Check Tathya Configuration

  • Navigate to the report or chart where the problem occurs.

  • Click on the chart title or navigate to the Charts option in the navigation bar.

Edit Dataset

  • Click the three dots on the chart and select Edit dataset.

  • In the Edit dataset dialog, go to the Source section.

  • Edit the SQL query in the SQL field as necessary to address the issue.

  • Click on Save button.

Sync Columns

  • Inside the Edit dataset dialog, navigate to the Columns section.

  • Click on SYNC COLUMNS FROM SOURCE to ensure all necessary columns are included from the updated SQL query.

  • Click Save to apply changes.

3. Verification and Resolution

Cross-check Results

  • Return to the dashboard or report and verify if the issue is resolved.

  • Ensure the changes do not adversely affect other charts relying on the same dataset.

Additional Considerations

Dependency Check

  • Before making changes, review dependencies to understand impacts on other reports or charts.

  • Ensure changes are implemented in a way that maintains data integrity across all relevant areas.

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