Experiment 08 Data Health

Clean the glassware before the experiment.

A report is only as good as the entries behind it. Data Health runs checks after every refresh and flags missing GSTINs, receipts entered twice, sheets nobody updated, and totals that do not match between systems.

Connect data free See plans
“Can we trust this month's numbers before the board meeting?”
Data health 92 of 100
92

Safe to report, with 3 issues to review

  • Missing 38 invoices without customer GSTIN
  • Duplicate 12 receipts entered twice in Sep
  • Stale Excel “Branch targets” not refreshed in 9 days
  • Matched Tally totals agree with ERP for Oct

How it works

Four steps, from raw data to a reading you can trust.

  1. 01

    Checks run on refresh

    Every sync triggers the checks relevant to that source.

  2. 02

    A score per source

    Each source gets a health score out of 100, with the issues listed.

  3. 03

    Answers carry a flag

    If an answer uses data with open issues, it says so on the answer itself.

  4. 04

    Fix at the source

    Each issue lists the vouchers or rows to correct in Tally, Excel or the ERP.

Capabilities

What Data Health does.

Missing values

Invoices without GSTIN, items without HSN, customers without a branch or salesperson.

Duplicates

The same receipt, invoice or customer entered twice, with near-match detection on names.

Stale sources

Sources that stopped refreshing, and sheets nobody has edited for a set number of days.

Cross-system totals

Tally sales totals checked against ERP dispatch, and receivables against the bank ledger.

Custom checks

Add your own rules, such as "no sale below cost price" or "discount over 15% needs approval".

Health on every answer

Answers show a small health mark so readers know what they are relying on.

Specification

Standard checks

Included with Data Health on the Gold plan.

Completeness
Required fields per voucher type, empty periods, gaps in voucher numbering
Uniqueness
Duplicate vouchers, customers and items, including near matches
Freshness
Time since last refresh and last edit, per source and per sheet
Consistency
Totals across systems, opening and closing balances, negative stock
Validity
GSTIN and PAN formats, dates in the future, amounts outside normal ranges

Questions

About Data Health

Next experimentData ConnectTally, Excel, Sheets, ERPs, CRMs and SQL, refreshed on schedule
Does Data Health change our data?

No. It only reads and reports. Corrections are made by your team in the original system, and the next refresh clears the issue.

Which plan includes Data Health?

Data Health is part of the Gold plan. Carbon shows a basic freshness check for each source.

Final reading

Every number your business needs is already in your data. Pour in one source and ask.

Your question is saved to your new workspace and answered as soon as your first source finishes syncing. Prefer a walkthrough? Contact us.