Name the decision
Define the meeting question and the people who must answer it.
Power BI
Use Power BI to answer a review question, not fill a canvas.
For finance, operations, workforce and assurance teams that need shared measures and a clear route from a headline to the record requiring attention.
Quanta Meridian prepares the data, builds a shared model that holds relationships and measures, writes explicit DAX and checks the result against retained source totals.
The working question
What should a reviewer be able to decide, and which model, measure and drill path will support that decision?
View the four Power BI report examplesFour complete report examples show how facilities, margin, purchase-to-pay activity and reporting controls can move from a headline to the region, contract, process step or record behind it. Separate metric examples show how the measure itself is checked against SQL, Excel and operational reports.
Power BI reports
Explore Power BI reports built to answer different business questions.
The examples cover facilities and compliance, financial forecasting, purchase to pay and reporting controls. Each report shows how a headline result can lead to the supporting region, contract, process or record.
This gallery contains four report examples. Purchase to Pay also has a complete project page; the other three open as page-by-page report walkthroughs. The editable Power BI files are not available for public download.
Set the fact grain
Keep assessments, events, ledger entries or workforce snapshots at a consistent level.
Write the measures
Use explicit DAX for populations, time logic, exclusions and scenarios.
Build the review route
Move from overview to exception and then to the underlying record.
Check the figures before sharing the report
Tie totals to source data and check refresh, performance, accessibility and security.
The semantic model holds the shared meaning
Facts contain the events or observations being measured; dimensions provide the dates, controls, suppliers, accounts, roles or locations used to filter them. Explicit measures then state how the population, period and exclusions are handled.
That structure matters when a reviewer drills from a quarterly readiness total to one control, or from a full-year margin movement to the utilisation assumption that changed it. The page does not have to repeat the calculation because the model owns it.
A screenshot is only one part of the report
The examples retain their PBIP or PBIX files, Power Query, DAX, check results and screenshots where available. A screenshot shows what a report page looked like at capture time; it cannot by itself verify the refresh, security or every calculation.
Totals are therefore checked outside the visual layer, and project pages state whether a native capture belongs to the current model or an earlier report iteration.
A finished example
Where does purchase to pay slow down?
From Purchase-to-Pay Flow and Bottleneck Review. The report covers 251,734 purchase-order items and 1,595,923 events. The typical adjacent-event wait is 51.3 hours across 11,973 recorded routes.
Evidence type: native screenshot
Where this is used
How one Power BI measure is checked against four other reports
The metric-reconciliation example follows one delivery measure across Power BI, SQL, Excel and two operational reports, including the exact bridge to the agreed result.
Purchase-to-Pay Flow and Bottleneck Review
A purchase-to-pay owner needs to see where items wait, repeat activity or encounter a payment block before opening one item history.
How Power BI is used
The six-page Power BI report connects route volume and waiting time to the hand-off and item-level detail behind the result.
Evidence retained
The report retains six Power BI pages, 63 visual containers, package checks and 17 passing analytical checks.
Why five reports show different on-time delivery rates
The Power BI result differs from SQL, Excel and the management pack.
How Power BI is used
The report implementation is independently recalculated and corrected to use the approved metric definition.
Evidence retained
The retained bridge explains the exact numerator and denominator adjustments.
Order-to-Delivery Metric Dictionary
A wholesale distributor uses the same on-time-delivery label in its Finance pack, Operations review and Power BI report. Finance measures the complete order at final customer receipt. The current report counts lines at warehouse despatch.
How Power BI is used
Power BI supports the model, calculation or review route used to answer this decision: Use one customer order, the original promise date and the final required customer receipt; subtract accepted partial cancellations and exclude fully cancelled orders.
Evidence retained
The native Excel catalogue contains 30 complete definitions, six recorded policy disputes, order and delivery field mappings, executed SQL results, retained DAX measures, approval history and a split-order trace.
Working boundary
What a report visual cannot establish on its own
Power BI cannot repair missing records or settle disputed definitions by presentation alone. Source preparation, measure ownership, refresh controls and the choice to publish or hold a report remain part of the reporting system.
Bring the question the report must answer, one disputed measure and the source used to calculate it. A useful first review starts with the model, not the colour palette.
View the Power BI Solutions solutionDiscuss this capabilityReturn to all capabilities