Audit log (Reporting Matrix)
In the Insert tab, click on the Audit option. The Audit side panel opens, showing a list of all the changes made to the report.
1. Track changes
Let's look at some of the changes that are captured in the audit log below:
1.1. In the image below, you can see that the measure, row, and column that are added to the visual are captured along with a description and timestamp.
1.2. The image below captures the following changes: Inserting a new simulation column and renaming it to 2022 Forecast. Notice the tag 'MES' to indicate that these logs are related to a measure.
1.3. Cells that are edited are captured in the audit log as shown. The tag 'CEL' is displayed to indicate cell-level changes.
1.4. Any data field that is removed is also captured as a 'Data change in measures'.
1.5. The audit log also captures the details listed below:
User details along with timestamp when the report is modified.
Changes to settings like default values will be recorded in the audit trail for data input columns/measures and rows.
Measure resets will be recorded.
In the 'Home' tab, changes are captured only for the 'Show/Hide' option and number formatting options available in the 'Number' section.
Changes made using any of the options in the 'Insert' tab are captured.
The audit log does not capture changes made using options in the 'Display' and 'Export' tabs.
2. Filter & comment
2.1. You can select any row/cell/column from the list displayed to filter the audit log and highlight the area in the visual in which the changes are made.
In the image below, the cell highlighted in blue in the side panel has been selected. For that particular cell, there is only a value update, which is shown in the side panel, and it is also highlighted in the table.
2.2. You can also select any row, column, or cell in the visual to view the changes made to it.
East -> Mineral Water row has been selected in the image below. A list of changes made to the row gets displayed in the side panel. Row-level changes have a 'ROW' tag.
The first log shows that a row reordering has been made, and the next two logs show edits to the Q3 2021 Actuals cell.
2.3. You can also add comments in the audit log. Hover over a log, click on the 'comment' icon, type in the editor, and click 'Save'.
2.4. Using the 'Search' option, you can search for any row/column/cell within the audit log. Inforiver starts narrowing down the matches as soon as you start typing. You can select the required item from the list.
2.5. There is also an advanced filter option where you can filter based on the type of change, date range, and logs with comments:
Type - You can filter the log based on data editing, formatting or data entry.
Date range - You can filter the logs that fall within a date range by selecting the 'From' and 'To' dates from the date picker.
Filter logs with comments - You can filter only the logs with comments.
When you have multiple users entering and updating values in a data input field, you would need to track the changes made by each user. You can filter the data entry audit log based on the username. Choose 'Data entry' in the Type dropdown to be able to select the username. This feature is available in reading mode as well.
3. Export
3.1. Click 'Export' to export the audit log as an Excel file to do any further analysis.
Export is supported only in the Power BI service.
3.2. The downloaded audit log contains several fields, which are explained below.
Activity - You can see the type of change, such as a change in data, row reorder, data measure rename, etc.
Level - Indicates the magnitude of change. For example, a change to a data source cell is marked 'Critical'.
Change - Description for the change, such as the name of the field that was added/removed, label change, etc.
Selection type - Indicates whether the change affected the entire table/matrix ora specific row/column/cell.
Selection - In case the change was applicable to a row/column/cell, the particular selection is mentioned.
Comments - If the log has any comments added, the comment is shown.
4. Delete & reset
4.1. You can individually delete any of the audit logs by clicking on the respective 'Delete' icon.
4.2. Click on 'Reset all' to reset all the audit logs. Note that this does not reset the changes in the visual.
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