When you run a large, multi‑office organization, accurate and complete data isn’t a “nice‑to‑have”—it’s the foundation for confident decision‑making and smooth operations. That’s why a leading electrical contractor partnered with Onware to design a Power BI exception report that shines a spotlight on data issues the moment they appear.

From Data Gaps to Actionable Insights

The challenge was clear:

  • Thousands of jobs are created each year—some manually, others via system integrations with the service department.
  • The ERP doesn’t require every field to be filled in, yet some are mission‑critical for downstream processes and integrations.
  • Missing or incorrect data meant delays, rework, and frustration.

Our custom‑built Power BI report catches these problems early, so business users can take action before they snowball.

What the Report Flags

The tool monitors and raises alerts for exceptions such as:

  • Jobs missing the correct sales tax codes
  • No project manager assigned
  • Inactive jobs with ongoing activity
  • Missing start dates
  • Invalid customer selection
  • Accounts receivable issues like:
    • $0 invoice amounts
    • Unapplied payments
    • Mismatched customer names between job and invoice

Designed for Every Level of the Organization

Executives get a bird’s‑eye view of exception trends, while individuals can filter the report to focus on the data that matters to their office or role. Filters and slicers make it simple to drill down, and data alerts with email notifications automatically inform users when attention is required—no constant manual checks needed.

The Impact

This isn’t just a static report—it’s a proactive data guardian. By highlighting issues in real‑time, it:

  • Reduces costly errors
  • Speeds up corrections
  • Improves the accuracy of downstream reports and analytics
  • Keeps teams aligned across multiple offices

The Onware Advantage

Whether you use Power BI or Tableau, our experts can build you a similar exception‑tracking solution—tailored to your industry, your systems, and your priorities. With years of experience, we deliver results in less time and with greater precision.