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Best practice for checking the same KPIs in different slides and reports

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Dear Community,

I would like to set a validation template to cross check the same KPIs across documents - slides/reports/etc.

Linking the KPIs from the slides redirects to the source file - if someone manually changes the KPIs in a slide, validation template can't catch it.

Would love to see how you check KPIs across documents.

Thanks!

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  • Isabel Messore

    Welcome to the Community Trang Ho!

    Cross checking of KPI's can be done by tracing the destination link of a KPI back to the source and seeing other destinations that the KPI is linked to (via link properties in the right-hand-panel). We don't typically use the validation template for this. Regarding your last point on changes to the KPI - changes can only be made at the source and there is an extra step required to "publish" the change to be reflected in all destinations (it's a green button on the top-left of the interface). 
     
     
     
     
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