Reporting for AUDITOR plus
with Power BI
for transparent and flexible analyses.
Your information is already on file.
What matters is how you use them.
Training Sessions
Supporting Documents
Organization
Measures
Work Materials
Hazards
AUDITOR plus tracks a wide range of information related to occupational safety and health. This includes, for example, data on individuals, organizational units and work areas, qualifications, training sessions, hazard assessments, work materials, measures, and deadlines.
Much of this information is already managed directly in AUDITOR plus and used in day-to-day work. Additional requirements arise, in particular, when data from different subject areas needs to be analyzed together, trends need to be tracked over longer periods, or customized reports need to be provided for different recipients.
This is exactly where supplemental reporting with Power BI comes in.
Use AUDITOR-plus data for further analysis
Depending on the task at hand, different types of information, time periods, and data sources may be relevant for an analysis. A common reporting framework helps to present these relationships in a clear and understandable way.
Combining Data from Multiple Areas
Include additional data sources
Supplementary information from time tracking, workforce planning, vacation planning, or other applications can be linked to AUDITOR-plus data. This makes it possible to answer questions for which data from a single system is insufficient.
Track Progress and Deadlines
Measures, qualifications, training sessions, dates, or other relevant information can be analyzed over various time periods. This makes it easier to identify changes, outstanding issues, and potential areas requiring action.
Provide targeted reports
Information can be tailored to suit different tasks, areas of responsibility, or recipients. This provides subject matter experts and managers with a view of the data that is relevant to their specific needs.
What's Possible with Connected Data
The possible analyses depend on the available data and the specific requirements. The following scenarios illustrate how data from AUDITOR can be combined with information from other applications and processed to address specific business questions.
EXAMPLE 1
Find suitable and available people for an assignment
For specific tasks, it is often not enough to simply know which individuals have the necessary qualifications and training. It is just as important to know whether they are actually available during the specified time period.
Information from AUDITOR can be linked to data from HR or leave planning for this purpose. The analysis shows, for example, which individuals fully or partially meet the specified requirements and are available at the selected time.
Define Requirements
Determine the qualifications and training required for the specific task.
Compare Requirements
Identify which individuals fully or partially meet the requirements.
Consider availability
Include information from personnel or vacation planning for the selected time period.
EXAMPLE 2
Highlighting Exposures and Connections
Accurately record the level and duration of exposure
List of Exposures in Accordance with the Hazardous Substances Ordinance and TRGS 410
With Power BI, AUDITOR data can be linked to information from time tracking and analyzed from various perspectives. This allows the temporal component to be depicted in a transparent manner. It provides an important foundation for classifying exposures in a technical context and preparing the necessary documentation.
Connecting Information
Link AUDITOR data on individuals, work areas, and substances to data from time tracking.
Track the duration of exposure
Determine when and for how long people were working in relevant work areas.
Support Documentation
Provide analysis results in a structured format and make them available for further documentation.
Take long-term documentation into account
In the event of hazardous exposure to carcinogenic or germ cell mutagenic hazardous substances in Categories 1A or 1B, the exposure record must include information on the level and duration of exposure and must be retained for 40 years after the end of exposure.
Flexibly Analyze AUDITOR-plus Data with Power BI
The information included in an analysis depends on the AUDITOR modules used and the specific business questions being addressed. We organize the relevant data in a structured manner and use it to develop Power BI reports that align with existing processes and requirements.
The subject areas can be considered individually or combined to address more complex questions. The following examples illustrate the types of analyses that are possible.
Overview of People and Organizational Structures
Consider individuals, organizational units, and work and operational areas from different perspectives. This makes it possible to understand relationships and changes across the board.
- People by Organizational Unit, Department, or Location
- Assignment of Individuals to Areas of Work and Responsibility
- Enrollments and Withdrawals Over Time
- Distribution of Individuals Across Different Organizational Units
- Changes in Organizational Structures
Evaluate Qualifications and Training in a Targeted Manner
Analyze existing and required qualifications, training, medical examinations, or other documentation. This will help you identify which requirements have been met and where action is needed.
- Overview of Valid and Expiring Qualifications
- Compare required and completed training sessions
- Target-Actual Comparisons for Individuals or Work Areas
- Identifying Missing or Incomplete Documentation
- Evaluate Requirements by Organizational Unit or Activity
Consider Hazards by Work Area
Compile information on hazards, activities, individuals, and work and organizational areas. This allows for a nuanced analysis of the affected areas and relevant interrelationships.
- Hazards by Work or Organizational Area
- Affected individuals and groups
- Assigning Tasks to Relevant Work Areas
- Frequency and Distribution of Specific Hazards
- Developments and Changes Over Time
Evaluate substances and related exposures
Link information on agents, ingredients, work areas, measurement values, and affected individuals. This allows exposures to be analyzed from different technical and temporal perspectives.
- Work Materials by Work or Organizational Area
- Classification of Substances and Ingredients
- Affected individuals and groups
- Measurements and Exposures Over Time
- Notable developments or relevant areas
Track actions and deadlines in a transparent manner
Work together to review actions, responsibilities, deadlines, and status updates. This will help you see which tasks are pending, completed, or relevant within a specific time frame.
- Overview of Open and Completed Measures
- Measures by Work or Organizational Area
- Upcoming and Past Deadlines
- Responsibilities and Processing Status
- Trends in Open Measures Over Time
Distribution
Evaluate Sales Performance Transparently
- Trends in Revenue and New Orders
- Overview of the Current Order Backlog
- Revenue by customer, customer group, or country
- Development of individual items or product groups
- Analysis of Prices, Costs, and Margins
Shopping
Analyze Purchasing in a Targeted Manner
- Trends in Purchasing Volume and Prices
- Overview of Open Orders
- Purchasing Volume by Supplier or Product Category
- Analysis of Delivery Times and On-Time Delivery
- Comparison of Suppliers and Terms
Inventory and Materials Management
Keeping Track of Inventory and Material Flows
- Changes in Inventory Levels and Material Movements
- Inventory by Item or Location
- Material Availability and Potential Shortages
- Analysis of Inventory Coverage and Turnover
- Inventory Valuations and Capital Tie-Up at a Glance
Finance and Controlling
Analyze Financial Data in a Structured Manner
This allows financial trends and variances to be presented in a clear and transparent manner.
- Statement of Income and Expenses and Balance Sheet
- Reports by Cost Centers and Cost Objects
- Analysis of Open Items
- Comparison of Actual Values and Planned Data
- Liquidity and Cash Flow Over Time
Production
Analyze Production Data in a Traceable Manner
- Overview of Current and Completed Production Orders
- Comparison of Planned and Actual Quantities
- Analysis of Lead Times and On-Time Delivery
- Reports by Product or Production Area
- Analysis of Manufacturing Costs and Variances
More than just a single report
A good reporting solution consists of more than just clear charts. Equally important is a technically sound foundation in which data, relationships, and key metrics are presented in a transparent manner. This ensures that different analyses are consistently based on the same definitions and calculation logic.
To this end, we organize the relevant AUDITOR data in a structured manner and, if necessary, link it to information from other applications. Based on this, we develop a semantic model in which technical terms, relationships, and calculation logic are defined in a consistent manner.
This foundation can be used for more than just the first Power BI report. Additional analyses and queries can be added step by step without having to start completely from scratch for each new use case. Power BI serves as the front end, while AUDITOR plus remains the operational source system.
Based on the same technical foundation, Excel analyses and Copilot scenarios could also be developed in the future, in addition to Power BI reports.
AUDITOR plus and other sources
AUDITOR data, time tracking, personnel or vacation planning, ERP systems, and other applications
Shared Database
Structured relationships and uniformly defined key performance indicators
Power BI Reports
Interactive analyses for different research questions and perspectives
A database that fits your system landscape
For further analysis, in addition to AUDITOR data, information from time tracking, HR or leave planning, measurement systems, Excel files, and other applications may also be relevant. Which sources are included depends on the specific question and the available systems.
We are aware that AUDITOR may contain particularly sensitive personal data. For this reason, both the data model and the reports can be fully operated and deployed within your local infrastructure. If you are already using cloud-based analytics platforms, hybrid or cloud-based architectures are also possible as alternatives, including those based on Microsoft Fabric.
The technical architecture of the reporting solution will also be tailored to these needs. In doing so, we will pay particular attention to requirements regarding data updates, access rights, security, and deployment.
Leverage Existing Infrastructure
Connect Additional Data Sources
Coordinate Updates and Deployment
Depending on requirements, the reporting solution can be implemented entirely on-premises, in a hybrid environment, or in the cloud. Microsoft Fabric can be used, among other things, for the automated integration, processing, and delivery of data.
If necessary, analysis results can be automatically transferred to other systems or databases, where they can be stored for permanent or appropriately structured, audit-proof documentation.
Your question as a starting point
We start by identifying the question you want to answer using your data. Together with HNC, we review your business requirements, the existing AUDITOR data, and the systems already in use.
In a joint strategy workshop, we’ll review your ideas and previous analyses and determine which additional questions need to be addressed. Based on this, we’ll develop a tailored starter package with a clearly defined initial use case.
In collaboration with HNC-Datentechnik,
Manufacturer of AUDITOR plus
Working Together to Find the Right Start
Gather questions and ideas
We take into account existing analyses, new requirements, and specific information needs.
Organizing Data and Systems
We analyze which AUDITOR data and supplementary sources are required for the selected use case.
Select a Starter Package
We define a clearly defined initial use case and the services required for it.
Experience with AUDITOR data and reporting
data4success specializes in business intelligence, data models, and cross-system reporting solutions. We focus not only on the visible reports, but also on the data structures, business context, and calculation logic that form the foundation for reliable analyses.
When working with AUDITOR data, we combine technical expertise with the specific requirements of occupational safety and health. Our team has experience with Microsoft SQL Server, Power BI, semantic models, data integration, and various deployment architectures. This enables us to present even complex data structures in a clear and understandable way while appropriately handling sensitive information.
Understanding AUDITOR Data
We analyze existing data structures and business relationships in order to systematically extract the information relevant to the specific issue at hand.
Processing Data Safely
We develop transparent data models, taking into account sensitive information, access rights, and the requirements of the existing system landscape.
Implement Reporting
We develop Power BI reports and other data solutions that answer specific business questions and are tailored to the intended users and work processes.
Frequently Asked Questions About Reporting with AUDITOR and Power BI
Here you'll find answers to frequently asked questions about analyzing Auditor data with Power BI and designing a suitable reporting solution.
Why use Power BI when AUDITOR already offers a dashboard?
AUDITOR plus already has its own dashboard for displaying key metrics, deadlines, and processing statuses. Power BI can complement these capabilities when information from multiple subject areas needs to be viewed together, linked to data from other systems, or tailored for different user groups.
The appropriate solution depends on the specific problem at hand and the analyses that have already been conducted.
What data from AUDITOR can be analyzed using Power BI?
In general, any data that is relevant to the specific issue at hand and technically available may be included. This may include, for example, information on individuals, organizational units and work areas, qualifications, training, hazards, work materials, measures, or deadlines.
Which topics are actually covered depends on the AUDITOR modules used, the quality of the available data, and the desired application scenario. In addition to the basic functions, HNC offers numerous optional modules, including risk assessment, substances, instruction, continuing education, occupational health care, and operational data.
Can data from other systems be included?
Yes. Depending on the specific requirements, AUDITOR data can be linked, for example, to information from time tracking, HR or leave planning, ERP systems, measurement and sensor systems, Excel files, or other applications.
Can the reporting solution be operated entirely on-premises?
Yes. If sensitive personal information requires local data storage, the data model and reports can be built and deployed entirely within the existing infrastructure. One possible technical foundation is Microsoft SQL Server in conjunction with Power BI Report Server.
Alternatively, hybrid or cloud-based architectures are also possible. The appropriate option is determined based on the existing system environment, security requirements, and the intended user group.
How are sensitive data and access rights handled?
Access rights and role-based models are configured to fit the existing organizational structure and the specific usage scenario. For example, dynamic security rules can ensure that users see only the information intended for their area of responsibility.
In doing so, we consider not only the visible report, but also the data sources, data model, and the processes for providing and updating the data.
What role can Microsoft Fabric play?
Microsoft Fabric can be a suitable platform when data from multiple sources needs to be automatically integrated, centrally processed, and made available for various analyses. However, Fabric is not a requirement for all AUDITOR reporting.
Depending on security requirements and existing infrastructure, the solution can be implemented entirely on-premises, in a hybrid environment, or in the cloud.
Do existing reports need to be completely replaced?
No. Existing AUDITOR analyses, dashboards, or other reports can still be used. Power BI can complement these where additional data sources, cross-functional relationships, interactive analyses, or other forms of presentation are needed.
In our initial discussion, we will therefore also examine which analyses are already available and which additional questions need to be addressed.
How do you get started on a reporting project using AUDITOR data?
We start with the technical question that needs to be answered using the available data. In our initial discussion, we review the current situation, existing analyses, relevant data sources, and the systems in use.
A clearly defined entry-level scenario can then be developed. Depending on the scope, this can lead to a strategy workshop and a suitable starter package.
Can the results of the analysis be transferred back to other systems or databases?
Yes. Depending on the application scenario, analysis results can be automatically processed further and transferred to appropriate systems or databases. There, they can be used, for example, for further processes, long-term analyses, or appropriately structured, traceable documentation.
How data is stored and retained depends on the professional, technical, and legal requirements.
Would you like to get more out of your Proalpha data?
If generating reports currently involves a lot of manual work, if it’s difficult to consolidate important information, or if there are conflicting figures circulating, it’s worth taking a closer look at your reporting structure.
We'd be happy to discuss with you what data you already have and how we can use it to develop a suitable Power BI solution.