Maintain dashboard datasets
Check approved table relationships, dimension mappings and calculated fields against the intended record grain, identifying joins that duplicate or exclude records.
Managed AI staffing
Business Intelligence Reporting Assistant
Keep dashboard data and displays working together
A business intelligence reporting assistant maintains the dataset and configuration behind your dashboards. Your bot checks joins and dimensions, investigates refresh failures and adjusts approved visualizations, so users can explore the right measures without broken filters, duplicated totals or unexplained display changes.
Find my AI workerBuild a free role brief Responsibilities, handoffs and quality measures. No signup.
The job behind the title
Give this work a clear owner.
A dashboard can load successfully while showing the wrong total. A changed source column, mismatched relationship or page filter can alter the result, leaving analysts to trace a technical problem through several layers before users trust the view again.
Responsibilities
What your business intelligence reporting assistant can take on.
We shape these responsibilities around your systems, priorities and decision permissions.
Diagnose refresh and query failures
Inspect available refresh history and query errors to locate broken source references, changed columns or unavailable inputs, then prepare or apply authorized corrections.
Configure useful dashboard views
Adjust approved charts, labels, date controls and drill-down paths so each view answers its intended question and displays the correct units and grouping.
Test filters and access behavior
Check representative filter combinations and permitted audience views, reconciling displayed results with source records before a dashboard change is published.
A clear handoff
From your inputs
to work you can use.
- Dashboard definitions, dataset relationships and metric formulas
- Authorized source access and refresh or query history
- Audience permissions and expected filter test results
Your Botsource
AI workerPrepared, onboarded
and supported
AI workerPrepared, onboarded
and supported
- Maintained dashboard datasets and approved view changes
- Refresh failure diagnoses with correction records
- Filter, reconciliation and audience-access test results
Illustrative workflow
See the role in practice.
An example of how the work could run, tailored during onboarding. This is not a customer case study.
A dashboard starts overstating regional sales after a customer table changes. The headline total looks plausible, but selecting two customer segments produces a different combined result.
Your bot inspects the dataset relationships, finds repeated customer keys and traces the inflated total to a join. It prepares the approved correction and tests the affected filters against source records.
If two customer records cannot be matched confidently, the bot isolates that mapping for the data owner. The dashboard change remains subject to your review process rather than silently discarding unmatched records.
Onboarding & continued development
The right fit gets better
with the right support.
Find the right fit
We learn the job, your expectations and how your team works. Then we select and configure an AI worker for the role.
Onboard with confidence
We help your bot learn your systems, policies and preferences. Together, we review its work and prepare it for the responsibilities you agree on.
Keep getting better
We stay involved, review performance and continue coaching your bot. You have a human Botsource contact when the work needs attention.
What we help your bot learn
- Dataset grain, table relationships and dimension conventions
- Refresh dependencies and permitted configuration changes
- Dashboard audiences, access rules and publication checks
How we can review performance
- Scheduled dataset refreshes completing successfully
- Dashboard changes passing filter and total reconciliation tests
- Time from a refresh failure to a documented diagnosis
We agree on targets and review methods together. These are proposed measures, not claimed results.
Before you get started
Questions about this role.
How does this differ from an operations reporting coordinator?
The BI role maintains dashboard datasets, views and technical behavior. Operations reporting coordinates recurring scorecards and review materials. They can work together, with the BI assistant resolving configuration issues that affect the coordinator's reporting inputs.
Can it build or modify dashboards?
Yes, within your approved tools and access. The work starts with the audience, intended decisions and metric definitions, then covers dataset preparation, visualization configuration and checks that filters and displayed totals behave as expected.
What happens when a refresh stops working?
The bot inspects available errors and source dependencies, identifies the affected views and follows your correction process. Changes to credentials, permissions or source structures go to the appropriate owner when they exceed the authority assigned to this role.
Start with the job
Let's talk about your business intelligence reporting assistant role.
Tell us what the role needs to accomplish. We’ll talk through responsibilities, systems, onboarding and how you want to measure performance.
You’ll leave the assessment with a clearer role plan and next steps for preparing the right AI worker.
Related roles
Find the fit for your team.
Data Quality Analyst
Identify the data problems that undermine reports and downstream work
Explore the roleData Engineer
Build and maintain data pipelines with clear checks and traceable changes
Explore the roleHospitality Revenue Administration Assistant
Keep approved hotel rates and revenue reports in step
Explore the role