Name the review, decision or action the result should support.
Analytics engineering and data solutions
Reporting systems built around the decisions your team needs to make.
Quanta Meridian designs reports, workbooks, reporting data and Power BI pages so measures are agreed, preparation takes less manual effort and reviewers can reach the detail behind the result. The service can start with one report or process and leave your team with working files, documented checks and a handover they can continue to use.
Quanta Meridian can provide a focused reporting system, data model, Power BI report, data quality review or workflow improvement. Each service is supported by an inspectable example built with public or purpose-made non-client data.
Identify the files, systems and people involved.
Agree what each important measure means.
Set the totals, rules and exceptions that need review.
Choose the report, model, workbook or workflow to build.
Leave the next run with instructions and a named owner.
What you can commission
Choose the part of the reporting system you need to improve.
The five services can stand alone or be combined. Start with the report, model, measure, check or repeated task that matters now, then add only the parts needed to make it easier to run and useful in review.
Five Quanta Meridian solution areas connect business records, preparation, agreed checks, review material and a named decision.
- 01Business records
Orders, invoices, receipts, workbooks and forecasts
- 02Prepared data
Rows with agreed names, types and ownership
- 03Measures and checks
Definitions, reconciliations and exceptions
- 04Report and review
The figures, context and detail people need
- 05Owned action
Approve, correct, investigate or follow up
- 01Business records
Orders, invoices, receipts, workbooks and forecasts
- 02Prepared data
Rows with agreed names, types and ownership
- 03Measures and checks
Definitions, reconciliations and exceptions
- 04Report and review
The figures, context and detail people need
- 05Owned action
Approve, correct, investigate or follow up
How the records become a decision
- 01Business records
Orders, invoices, receipts, workbooks and forecasts
- 02Prepared data
Rows with agreed names, types and ownership
- 03Measures and checks
Definitions, reconciliations and exceptions
- 04Report and review
The figures, context and detail people need
- 05Owned action
Approve, correct, investigate or follow up
- 01QuestionThe review or action the report should support
- 02Working recordsThe files, rows and owners available
- 03Proposed serviceThe report, model or workflow to build
- 04Agreed checksWhat should reconcile before review
- 05Useful resultWhat the reviewer can understand or do next
01 / 05 · Prepare, check and hand over a report
Reporting Systems
Quanta Meridian can bring monthly or weekly files, approved adjustments, checks and review steps into one reporting process. Preparation becomes easier to repeat, and another person can understand what was included and run the next cycle.
01Source records
02Prepare records
03Check totals
04Review report
05Record action
Agreed checkSource and report totals agree
The files and reporting history we would bring together
Sales or finance files, reference tables, approved adjustments and reporting history.
Bring files, adjustments and checks into one repeatable process
Follow one monthly cycle, agree what each customer or transaction row means, separate imported records from approved adjustments, and create a checked intake that adds each accepted month to reporting history before the figures enter the review.
A report the team can prepare, check and hand over
The handover can include a map of the monthly process, a register of source files and systems, agreed KPI definitions and preparation notes another analyst can follow.
Relevant technical capabilities
Depending on the need, the service can use SQL, Excel and Power Query and Power BI.
Review the capability pagesThe service improves an agreed monthly report or pack. It does not automate unclear rules, replace the finance system or make a credit decision that belongs to the accountant or authorised reviewer.
Worked example
Wholesale Sales, Margin and Stock Reporting Mart
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.
DuckDB wholesale reporting mart
Inspect Wholesale Sales, Margin and Stock Reporting Mart02 / 05 · Build reusable tables from orders and invoices
Analytics Engineering
Quanta Meridian can prepare order, invoice, receipt and reference data as clearly defined reporting tables. Analysts spend less time rebuilding joins and can trace reported totals back to the records used.
Business recordsOrders · receipts · invoices
StageTyped and standardised records
ModelDeclared grain and match rules
Payment reviewReviewed decisions and exceptions
01 schema02 relationships03 reconciliation
The orders, invoices and receipts we would model
Purchase orders, warehouse receipts, supplier invoices and the references used to match them.
Give each reporting table a declared row meaning
State whether one row is an order, invoice line, receipt or delivery event, prepare those records in named stages, publish shared facts and dimensions, and reconcile the reporting totals to the retained transactions.
Reporting tables with reconciled totals and documented joins
The handover documents the grain and field meanings, then includes the raw, staging and reporting models with the tests that reconcile their totals.
Relevant technical capabilities
Depending on the need, the service can use SQL, Python and Power BI.
Review the capability pagesThe reporting model is shaped around an agreed need and the records available. It does not imply a full data-platform programme, a particular cloud product or production scale that has not been demonstrated.
Worked example
Supplier Invoice Matching and Review
The invoice asks for payment, but the purchase order and warehouse receipt must agree before the reviewer can release it.
Supplier invoice reviewer report
Inspect Supplier Invoice Matching and Review03 / 05 · Shape Power BI around a review question
Power BI Solutions
Quanta Meridian can agree the measure definitions and ownership, then shape the semantic model and page sequence around the question a team needs to answer. Reviewers can move from the headline to the affected facility, contract, order or invoice without losing the context.
Semantic modelFacts · dimensions · date
MeasureFilterContext
Review pageMovement → cause → exception
Owner decisionRecover the pressured service stage
The definitions and records behind the report
Retained facts and dimensions, measure definitions, filter context and drill-through records.
Build the measures and pages around the review question
Start with the question the report needs to answer, then shape the data model, measures and page structure around the detail people need to understand the result.
A Power BI report that moves from the headline to the supporting detail
The handover can include the report file, semantic model, Power Query steps, DAX measures, page plan, refresh notes and the checks used before review.
Relevant technical capabilities
Depending on the need, the service can use Power BI, SQL and Excel and Power Query.
Review the capability pagesPower BI cannot resolve unclear source data or disputed definitions on its own. A live implementation also needs an agreed refresh process, access controls, ownership and testing in the organisation’s environment.
Worked example
Why five reports show different on-time delivery rates
A row-level reconciliation explaining why the SQL reporting mart, Power BI model, Excel management pack, operational extract and manually maintained report show different on-time delivery percentages.
On-time delivery reconciliation workbook
Inspect Why five reports show different on-time delivery rates04 / 05 · Check records before they enter a report
Data Quality
Quanta Meridian can define the checks that matter for a report, show which records need attention and keep each correction and retest with the result. The reporting owner can decide what is ready to use and what needs follow-up.
Reporting records
01CompletePass
02ValidPass
03ReconciledReview
Failed records retainedOwner reviewCorrect → rerun → retain retest
The records, checks and corrections we would connect
Order and delivery rows, failed-rule output, correction records and the independent retest.
Show which records need attention before the report is used
Run named checks against the order and delivery records, retain every failed row with a correction reason, state which report section is wrong, and allow the row back only after the same rule passes on retest.
Checks, corrections and retests attached to the affected report
The control pack names each rule, threshold and severity, saves each run and separates failed or quarantined records for review and retest.
Relevant technical capabilities
Depending on the need, the service can use Python, SQL and Excel and Power Query.
Review the capability pagesChecks test observed data against agreed rules. They do not prove that unobserved real-world activity is complete, and a failed check becomes an incident only when its threshold or reporting impact warrants managed resolution.
Worked example
Order and Delivery Data Quality Checks
A repeatable set of checks that stops incomplete or contradictory order records from entering the monthly service report and gives each failed row a specific correction reason.
Python order checks
Inspect Order and Delivery Data Quality Checks05 / 05 · Organise requests and follow-up
Automation
Quanta Meridian can organise requests, responses, approvals and reminders in a workflow with a clear owner and history. Teams can see what is waiting, who needs to act and what happens next.
RequesterSubmit action and evidence need
OwnerRespond, update and attach evidence
ReviewerAccept, return or escalate
History retainedRequest loggedOwner responseReview decision
The requests, responses and decisions we would organise
Requests, named owners, responses, evidence versions, reviewer decisions and event history.
Keep each request, response and owner together
Keep each action or evidence request as a dated record, let the owner accept or submit through the app, send controlled reminders, and preserve the reviewer decision and status history through closure or reopening.
A visible history of requests, actions and review decisions
The design records the current task, the reason for automating it, the controlled refresh or workflow, and the exception, retry and checking rules.
Relevant technical capabilities
Depending on the need, the service can use Excel and Power Query, SQL and Python.
Review the capability pagesAutomation follows an understood process. It does not repair unclear rules, remove necessary judgement or prove production operation without environment, security, monitoring and run evidence.
Worked example
Reporting Data Issue and Retest Register
A reporting data incident register that holds an affected report section, separates the product-record correction from independent retest and records release, limitation or reopening without erasing history.
Excel issue and retest register
Inspect Reporting Data Issue and Retest RegisterA focused starting point
Start with the report or process that matters now.
A short diagnostic identifies what would make the biggest practical difference first: rebuilding the report, preparing the data, agreeing a measure, adding a check or organising the follow-up.
- 01Bring the problem
Start with the report, decision or repeated process that is difficult to trust or maintain.
- 02Inspect the current report and process
Review the available files, definitions, checks, owners and update steps.
- 03Choose the first useful change
Agree a focused report, model, check or workflow with named files, owners and scope.
01Working fileOpen the report, workbook or code
02Named checkSee what agrees, fails or remains unknown
03Follow-upRecord the owner and next action
04ContactDescribe the result that needs attentionStart with one report or repeated task
Tell us what you want the reporting process to do better.
A short outline of the report, who prepares and reviews it, and what you would like to improve is enough. No confidential files are needed for the first conversation.