Articles

Sankey Diagram: Data Modelling, DAX, and Visualisation

Now that we have the inputs ready, there are four key steps to build the solution: Power Query Modelling DAX Visualization Let's dive...

Sankey Diagram: the four measure components

Understanding the Components of a Sankey Diagram When working with a Sankey diagram, there are four key measure components to understand:...

Sankey Diagram: Completing the dimension and fact input tables

Level Sorting From To Colour Code Justification 1 1 B2B revenue Revenue 1 left 1 2 B2C and other revenue Revenue 1 left 2 1 Revenue Gross...

Sankey Diagram: requirements gathering

In this blog post, we cover: Layout - 5 steps to understand how the Sankey chart is structured Actuals and comparisons - understanding...

Sankey Diagram: why it's an effective way to visualise the P&L

When communicating profitability to those who aren't accustomed to looking at financial data, I believe the 𝐬𝐚𝐧𝐤𝐞𝐲 𝐝𝐢𝐚𝐠𝐫𝐚𝐦...

How to model posting date when producing income statement semantic models

Typically finance teams want to know the posting date in relation to the fiscal period close, that is, postings: Between 1 and 3 days...

Using prime numbers for performance optimisation (technical article)

Disclaimer! This blog post contains my thoughts surrounding using prime numbers for performance optimisation. I am not advocating you do...

Know your facts Part 4: Power BI, Financial Statements & Kimball

Mixed Grain Fact Tables Granularity is determined by the number of foreign keys in the fact table. For instance, the grain of your...

Know your facts Part 3: Power BI, Financial Statements & Kimball

Statement of Cash flows With the Statement of Comprehensive Income (SOCI) and Statement of Financial Position (SOFP) there are no...

Know your facts Part 2: Power BI, Financial Statements & Kimball

The first part of this series examined the TRANSACTIONAL fact table as the optimal solution for Statement of Comprehensive Income (SOCI)....

Know your facts Part 1: Power BI, Financial Statements & Kimball

How the Kimball methodology aligns with Power BI for the Statement of Comprehensive Income

Using your Organisational Hierarchy as the basis for report security

How using the organisational hierarchy to set security rules saves time & creates a more maintainable, scalable and transparent solution

The 3 things you need to get started with Financial Statements in Power BI

Getting started with Power BI and the Financial Statements