CoDashBI rationalization
A clearer BI estate.
A reason for every next step.
Find overlapping reports, understand what makes each asset useful, and focus your next investment on the work that matters.
- Start withYour reports, models and analysis
- Work with CoDashScore. Compare. Inspect the evidence.
- Your team decidesKeep, consolidate or review for retirement
The rationalization workflow
Follow the evidence to the next action.
Explore each step, from the inventory to the workspace review. Your report owners bring the business context.
Start with the assets you can see.
Review analyzed assets across your selected platforms. Inspect their tables, fields, calculations and complexity before choosing the scope.
- You bringAnalyzed BI assets
- CoDash helps youSearch and scope the inventory
- You take forwardA defined set of assets to review
Export the inventory as CSV. Coverage reflects the assets and metadata available from your source platforms.
Give the review a consistent starting point.
Choose a strategy template and run the analysis. Inspect asset scores and recommendations alongside the available evidence.
- You choosePlatforms and a review strategy
- CoDash helps youScore the selected assets
- You take forwardRecommendations to investigate
Scores cover usage, uniqueness, business value, freshness and dependency safety. Confirm the available inputs with report owners; a score alone does not establish business value.
See what is shared—and what still matters.
Explore groups of similar assets, their overlap and the suggested reference asset. Open the detail to compare shared tables, fields and calculations, alongside differences.
- You inspectA group of similar assets
- CoDash helps youCompare shared and unique content
- You take forwardConsolidation candidates with evidence
Similarity is a reason to investigate. Confirm audiences, filters and reporting obligations before treating two reports as interchangeable.
Put business context beside the recommendation.
Review the asset's score breakdown, strategy context and similar reports. Work with the owner to decide what should stay, change or be considered for retirement.
- CoDash providesThe asset's supporting evidence
- Your team addsBusiness need and reporting context
- You decideThe appropriate next action
Your team owns acceptance and retirement decisions. Validate replacement coverage and dependencies before changing the reporting people rely on.
Continue with the evidence in view.
Open an asset and its related candidates in an analyzer workspace for further review or consolidation work. Use exports and run history to support the wider team discussion.
- You selectAn asset and related candidates
- CoDash helps youContinue the workspace review
- Your team plansThe next reporting improvement
Inventory, scores and similarity groups can be exported as CSV. Run history retains the strategy and scope context for completed analysis.
Understand the recommendations
A recommendation starts the conversation.
CoDash surfaces the evidence. Your team confirms the action against business needs, dependencies and reporting obligations.
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| Recommendation | What to explore | What your team confirms |
|---|---|---|
| Keep | The asset's distinct contribution | Who relies on it and which reporting needs it serves |
| Merge | Shared content and a consolidation candidate | The replacement preserves required calculations, filters and coverage |
| Archive | Whether the asset is a retirement candidate | Usage, dependencies and obligations before any retirement |
| Review required | The evidence or context needing closer attention | What to investigate before choosing an action |
An example in practice
Shared data. Different reporting needs.
An illustrative comparison of two sales reports. Shared content helps identify candidates; differences shape the decision.
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| Review point | Monthly sales report | Regional sales report |
|---|---|---|
| Shared content | Sales, customer and product data | Sales, customer and product data |
| Distinct content | Month-end totals and period comparisons | Territory detail and regional filters |
| Owner confirms | Month-end reporting requirements | Regional managers' reporting needs |
- CoDashSurface the overlap
Inspect shared content and the differences that remain.
- Report ownersConfirm the required coverage
Check that both reporting needs can still be met.
- Agreed next stepKeep separate or consolidate
Validate the proposed result before retiring any source report.
Connect the pillars
Put the review to work.
Improve reporting where it is, or move selected assets along a supported migration direction. Rationalization helps focus either path.
Your next step
See the evidence behind your next decision.
Bring a group of reports you want to understand. Explore how the rationalization workflow can help your team review them.