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Project examples

Explore examples of reporting, analytics and data projects.

The examples include Power BI reports, rebuilt Excel workbooks, reporting data models, automated checks and analytical research. Each one explains the question, the report or model that was built, the important calculations and the decision it supports.

15
examples
3
types of example
7
collections
Browse reports, workbooks and analysesSee how we can help
How the examples are organised

Start with the question, then inspect what was built.

Each project explains the original situation, shows what was built and sets out the checks used to understand the result. Technical detail is available when it helps explain the approach.

  1. 01Start with the problemA report, workbook, measure, process or forecast that needs attention
  2. 02See what was builtThe report, model, workbook, code or workflow used to address it
  3. 03Understand the resultThe figures, checks and supporting detail behind the conclusion
  4. 04See what happens nextThe review, correction, decision or follow-up that the result supports
Complete project pageSituation, build, checks and next steps

Example collections

Choose the report, workbook or decision you want to inspect.

The seven collections are the main route through the examples. Each one brings together projects that answer a related reporting or analytical question.

All 15 examples

Compare every published example in one directory.

Every title is listed below. Search by a familiar question or narrow the directory by type, service area or technical capability.

15 examples

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.

Browse by project format

Start with the type of project you want to see.

Open the Power BI reports, Excel and Power Query builds, SQL reporting models, review packs or research studies directly.

Featured project

Reporting data and analysis

A reporting analyst prepares the wholesaler’s May sales, margin and stock report from invoice lines, supplier orders and warehouse movements, with each figure checked before finance, sales and warehouse managers use it.

This example shows how sales, purchasing and invoice records can be prepared for monthly reporting, checked against source totals and followed from one invoice line to the final result.

  • 228,265 sales fact rows
  • 18 of 18 report checks passed
  • InvoiceLineID 1 traced through 6 stages
What it helps answer
Can the monthly sales and stock report be refreshed, and which invoice lines, purchase order lines or warehouse movements must be corrected or held out first?
What was built
A reproducible DuckDB reporting mart with dimensions, sales, purchasing and stock facts, monthly reporting tables, validation results, exception records and a six-step invoice-line trace.
Open the sales, margin and stock model
Executed DuckDB results showing Wide World Importers fact-table counts, May 2016 sales and margin, and 18 passing report checks
Wholesale totals, one reporting grain and a returned invoice recordOpen the sales, margin and stock model

Types of example

Compare finished reports, reusable tools and research studies.

Some show a finished report, workbook or data model. Others demonstrate a repeatable tool or test a question using public data.

01

Solution Examples

Reports, workbooks and data builds created by Quanta Meridian using public or purpose-made non-client data.

11 examples

Each example explains the business situation, shows the finished report, workbook, model or analysis and describes how the important figures were checked.

Browse 7 collections
02

Quanta Meridian Builds

Tools and applications built by Quanta Meridian to support a defined reporting or review process.

1 example

Each build includes a working interface, clear instructions and an explanation of what it does not cover.

Open the build collection
03

Research Projects

Studies that test a forecasting, service-planning or analytical question using saved data and code.

3 examples

Each project explains the method, compares the result with a sensible baseline and states the limits.

Compare 3 research projects

Inside the collections

See what each collection contains.

These introductions connect each collection to a representative report, workbook, model or analysis. The complete directory above remains the quickest route to a named example.

01 / 07

3 examples

Reporting Foundations

Show how one wholesale reporting layer aligns shared records and how one invoice is held until purchasing, receiving and billing records agree.

What is included
See shared reporting tables, a complete historical purchase-item reconciliation and a contained invoice reviewer workflow.
Featured project
Wholesale Sales, Margin and Stock Reporting Mart
Explore reporting foundations
Executed DuckDB ledger showing sales, purchasing and stock fact totals, 18 passing checks and one May 2016 invoice result
The executed ledger keeps the invoice and purchase totals, declared fact grain and one returned invoice result together.Open Wholesale Sales, Margin and Stock Reporting Mart

02 / 07

1 example

Workbook and Spreadsheet Rebuilds

Show how Excel and Power Query can control a monthly sales routine without hiding finance adjustments or failed invoice lines.

What is included
Follow one Scotland invoice line through Power Query, its product cost, an approved adjustment and the January margin result.
Featured project
Monthly Sales and Margin Workbook Rebuild
Explore workbook rebuilds
Excel decision sheet showing the June pack ready to issue, the late Scotland file owned by Lewis Grant, adjustment treatment and the revenue-to-margin bridge
The worksheet shows why the June pack is ready: the late Scotland file was reviewed, approved changes entered the result and pending changes stayed outside it.Open Monthly Sales and Margin Workbook Rebuild

03 / 07

4 examples

KPI Definitions and Data Quality

Show what counts as on-time delivery, whether the records can support it, why reports disagree and how one reporting defect is cleared.

What is included
Compare the agreed rule, five-report reconciliation, failed rows and one missing product code carried through correction and retest.
Featured project
Why five reports show different on-time delivery rates
Explore KPI and data quality examples
Five named on-time delivery routes and four difference classes leading to the approved 38.81 per cent result with zero residual, supported by split order ORD-0000001
Five named report calculations pass through grain, delivery-event, population and timing differences to the approved 38.81% rule, with zero residual and split order ORD-0000001.Open Why five reports show different on-time delivery rates

04 / 07

2 examples

Review Packs and Operating Reports

Show how a recurring review can focus the meeting on material exceptions, explanations, decisions and actions.

What is included
Compare an issued six-page operating paper with the eleven-sheet working log used to prepare explanations and track follow-up.
Featured project
Monthly Operating Review Pack
Explore review packs and reports
Monthly Operating Review Pack cover showing four material exceptions, three required decisions and a featured supplier exception
The six-page operating paper leads with four material exceptions, three decisions and the action context for the next review.Open Monthly Operating Review Pack

05 / 07

4 report examples · 1 complete project page

Power BI report examples

Show how four business questions lead to different data models, measures, report pages and supporting detail.

What is included
Open four report examples, browse every screenshot in one viewer and see the checks and limitations explained in context.
Featured project
Purchase-to-Pay Flow and Bottleneck Review
Explore Power BI report examples
Facilities and Compliance Report: Compliance SummaryMargin Forecast and Scenario Review: Margin Bridge and DriversPurchase to Pay Process Analysis: Where does purchase to pay slow down?Reporting Controls and Data Quality Review: Governance and Approval Checks

Facilities and Compliance ReportWhich facilities need attention before the next review?

Margin Forecast and Scenario ReviewWhat changed the margin forecast, and which response has the most impact?

Purchase to Pay Process AnalysisWhere does purchase to pay slow down?

Reporting Controls and Data Quality ReviewCan the report be signed off?

Four native report covers answer different facilities, forecast, purchase-to-pay and reporting-control questions.

06 / 07

1 example

Quanta Meridian Builds

Show how a runnable tool can prepare records while keeping uncertain cases and final decisions with a human reviewer.

What is included
Follow one generated credit note from its original page through two blocking rules, a reviewer correction and nine recorded events.
Featured project
Document and Request Triage
Explore Quanta Meridian Builds
Received source document awaiting checks and reviewer confirmationReviewer evidence for DOC-CRN-000417 showing the held credit-note suggestion, two failed checks, corrected amount and final Accounts Payable queue
The system suggests a credit note, two checks hold it and an Accounts Payable analyst corrects the posting amount before the adjustments queue.Open Document and Request Triage

07 / 07

3 examples

Research Projects

Show how public data can be analysed without presenting the examples as client deployments or live services.

What is included
Compare the question, licensed data, study period, method, evaluation, intended use and uncertainty for three reproducible studies.
Featured project
Day-ahead Electricity Demand Forecast Review
Explore research projects
Day-ahead electricity demand curve comparing the published forecast, R and Python corrections and the later outturn
Six rolling origins compare the published curve, R and Python corrections with later outturns before R advances to further review and the published forecast remains the operating reference.Open Day-ahead Electricity Demand Forecast Review

About the example data

These examples do not use client data.

The projects use public or purpose-made data, so the reports, files and results can be shown without exposing confidential information. Each project explains where the data came from and what the example does not claim.

Explore further

Continue to the relevant services and technical capabilities.

ServicesSee how Quanta Meridian can improve reporting, analytics and data systems.Technical capabilitiesSee how the tools and methods are used across different projects.Articles and researchRead the methods and ideas used in the project examples.Discuss a projectTell us what you are trying to improve and where the current process is getting in the way.