Reporting systems
Improve monthly reports, workbooks and reporting processes so another person can prepare and explain them.
Review the Reporting Systems serviceReporting, analytics and data systems
We design and improve reporting, analytics and data systems.
Quanta Meridian helps organisations improve how information is prepared, analysed and reported. That can mean rebuilding a monthly workbook, designing a Power BI report, creating a dependable data model, automating a manual process or improving the architecture behind it.
The starting point depends on what the team needs. Sometimes one report needs improving. In other cases, the reporting process, data model and ownership need to be redesigned so the team can keep the system accurate and maintainable.
How the reporting system fits together
Good reporting depends on what happens before and after the report is opened.
The records need to be prepared, the measures need to be agreed and the review and follow-up need clear ownership. We design these parts together so the result can be updated, explained and maintained.
- 01
Understand the records
Match the invoice to the purchase order and warehouse receipt.
See the invoice review - 02
Build the reporting data
Bring sales, purchasing and stock records into tables with clear totals.
See the reporting data model - 03
- 04
Design the analysis
Show the forecast, uncertainty and supporting detail together.
See the forecast analysis - 05
Support the follow-up
Record the issue, decision, owner and due date in one place.
See the decision process
- Source recordsInvoice · order · forecast
- Reporting modelDifferent grains resolve here
- Agreed measureOne definition is applied
- Decision signalThe result reaches the reviewer
How we can help
The right service depends on what the team needs to improve.
A monthly workbook may need rebuilding. A Power BI report may need a better model and clearer pages. A manual review may need automation and ownership. We start with the current process and improve the parts that are causing the problem.
Analytics engineering
Organise operational data into reporting tables and models with clear meaning, relationships and checks.
Review the Analytics Engineering servicePower BI solutions
Design reports and measures that take the reader from the headline to the detail behind it.
Review the Power BI serviceData quality
Identify the records that make a report wrong, show who needs to correct them and confirm the fix.
Review the Data Quality serviceAutomation
Reduce manual follow-up by keeping requests, reminders, approvals and status history together.
Review the Automation serviceProject examples
Inspect Power BI reports, workbooks, data models and analytical studies.
Explore Power BI reports, Excel workbooks, reporting data models, automated checks and analytical studies. Each example shows the problem, what was built, how the figures were checked and what a live implementation would still need.
01 · Reporting foundation
Wholesale Sales, Margin and Stock Reporting Mart
Separate invoice, purchase order and stock tables can give finance, sales and warehouse teams different totals for the same month.
DuckDB wholesale reporting mart
02 · Review and control
Supplier Invoice Matching and Review
Accounts Payable receives an invoice whose quantity, price, tax, currency or supplier bank detail may disagree with the buyer's order or the warehouse receipt.
Supplier invoice reviewer report
03 · Forecast research
Cycle Hire Demand and Service Planning
A network-wide journey total does not show which busy station may face an unusual departure peak or where a forecast is too uncertain to use alone.
Cycle-hire forecast comparison
04 · Decision workflow
Monthly Performance Commentary and Decision Log
Managers explain significant monthly movements before the pack is issued, but decisions can disappear into email or meeting notes.
Excel commentary and decision workbookTools and methods
The tools follow the problem, not the other way round.
Power BI, SQL, Python, Excel and Power Query are used where they make a report, model, check or analysis easier to explain and maintain. The capability and insight pages explain how those choices are made.
How the tools are used
SQLPrepare invoice, order and receipt records so totals agree and the report can be refreshed without manual repair.Power BIBuild clear measures and let a reviewer move from a headline to the region, contract or record that explains it.PythonAutomate repeatable data checks, keep the rows that fail and confirm whether a correction has worked.Excel and Power QueryCombine monthly files, make adjustments visible and leave the next refresh understandable to someone else.
Methods and technical questions
- DecisionAgree what needs to change
- OwnerName who will respond
- Due actionRecord the next step
- Follow-upReturn to the result
Discuss your reporting needs
Tell us which report, process or data system you want to improve.
A short description of the report or process, who uses it and what you want to improve is enough for the first conversation. There is no need to share confidential files.