Analytical portfolio
The portfolio covers the work beneath recurring reports: how source files are prepared, how measures are defined, how figures are checked and how decisions and follow-up are carried into the next review.
Explore by area
Each numbered area opens a small group of examples. You can compare the finished view with the preparation, checks and notes behind it without turning this page into one long catalogue.
Reporting foundations
Recurring reports are difficult to trust when nobody can quickly explain where the figures came from or which checks were applied.
Here you can follow source files into prepared tables and reporting outputs, then see the checks, exceptions and handover notes that make the route easier to review.
2 examples in this area
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Workbook rebuilds
A monthly workbook becomes difficult to maintain when copied tabs, manual changes and refresh steps are mixed into the same file.
These examples show how the inputs, Power Query steps, checks and adjustments can be separated, leaving a monthly update that another person can run and explain.
2 examples in this area
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KPIs and data quality
Review meetings slow down when the same measure means different things in different reports or failed checks surface after the figures are shared.
The examples separate two jobs: agreeing what a measure means and deciding whether the underlying records are ready to use. Each shows the owner, the rule and the point that still needs attention.
4 examples in this area
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Review packs
A long reporting pack is hard to use when the important exception, the decision required and the person responsible are buried in supporting pages.
These examples reorganise the pack around the meeting itself: what changed, why it matters, what needs a decision and what must be carried into the next review.
2 examples in this area
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Trackers and assurance
An action log stops being useful when ownership, supporting evidence, blockers and review decisions sit in different places.
The examples show how a tracker can support follow-up rather than simply record it, with overdue work, missing evidence and escalation brought into the same review.
2 examples in this area
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Power BI reporting
A Power BI report can look polished and still leave people unsure about the exception that matters or the action that should follow.
These reports cover assurance, operations, finance and workforce planning. Each one starts with a different review question and pairs the visual report with the records, measures and checks used to explain it.
4 examples in this area
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Portfolio note
These examples show how Quanta Meridian approaches reporting, workbook and data quality work. For an organisation, the source files, measures, checks and final format would be shaped around the way its reports are prepared and reviewed.
Next step
A diagnostic starts with the current report, its source files, the measures people rely on and the parts of the update that are difficult to check or hand over.