Name the reporting or data problem.
Analytics engineering and data solutions
Start with the reporting or data problem.
Quanta Meridian builds reporting systems, repeatable data preparation and focused decision support. The work begins with what people need to review, how the figures are produced and who will maintain the result.
The solutions below explain the work you can request. Linked projects show checked builds, while the capability labels identify the technical practices involved.
Name the files, records, owners and updates.
Agree what the figures mean.
Review gaps and reconciliation.
Choose the useful change to make first.
Leave work another person can run.
One connected system
Five ways to turn business records into an owned decision.
The live map keeps the five practices connected while showing that a monthly workbook, a semantic model and an evidence review require different records, checks and people.
Five Quanta Meridian solution areas connect business records, preparation, agreed checks, review material and a named decision.
- 01Business records
Orders, invoices, receipts and monthly files
- 02Prepared data
Typed rows, joined references and approved adjustments
- 03Checks
Definitions, tests and reconciliation
- 04Review material
Reports, evidence files and management papers
- 05Named decision
Release, hold, correct, approve or follow up
- 01Business records
Orders, invoices, receipts and monthly files
- 02Prepared data
Typed rows, joined references and approved adjustments
- 03Checks
Definitions, tests and reconciliation
- 04Review material
Reports, evidence files and management papers
- 05Named decision
Release, hold, correct, approve or follow up
How the records become a decision
- 01Business records
Orders, invoices, receipts and monthly files
- 02Prepared data
Typed rows, joined references and approved adjustments
- 03Checks
Definitions, tests and reconciliation
- 04Review material
Reports, evidence files and management papers
- 05Named decision
Release, hold, correct, approve or follow up
01 / 05
Reporting Systems
A monthly report depends on sales exports, reference files and manual adjustments, and only one analyst knows how those parts become the figures reviewed by Finance and Operations.
01Monthly files
02Prepare records
03Check totals
04Issue report
05Review meeting
Control pointTotals and exceptions agree
Map the monthly routine before rebuilding the report
Follow one monthly cycle from the files received to the leadership meeting, agree the measures, separate Power Query or SQL preparation from approved adjustments, and add checks before figures enter the report.
Files, checks and instructions for the next reporting cycle
The working material is agreed for the situation rather than selected from a fixed package. It may include monthly reporting process map, file and system register and KPI definitions, with the checks and ownership recorded for the next reporting cycle.
Related capabilities
This work draws on SQL, Excel and Power Query and Power BI.
See how the work is builtThe work improves an agreed reporting routine. It does not automate unclear rules or replace the finance, sales or warehouse systems that create the records.
Project evidence
SQL-backed Reporting Foundation
A wholesale reporting mart built from Microsoft’s Wide World Importers sample database so sales, purchasing, stock and margin reports use the same customers, products, dates and totals.
Executed wholesale mart evidence
Inspect this project02 / 05
Analytics Engineering
A distributor stores orders, invoice lines, receipts and products in transaction tables that run the business but do not give reporting analysts a stable customer, product or monthly total.
Business recordsOrders · receipts · invoices
StageTyped and standardised records
ModelDeclared grain and match rules
Payment reviewReviewed decisions and exceptions
01 schema02 relationships03 reconciliation
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.
Models, tests and lineage another engineer can inspect
The working material is agreed for the situation rather than selected from a fixed package. It may include operational table contracts and field mapping, raw, staging and intermediate models and reporting marts and semantic definitions, with the checks and ownership recorded for the next reporting cycle.
The work is shaped around an agreed reporting 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.
Project evidence
Purchase Order, Receipt and Invoice Reconciliation
A three-way reconciliation checks whether the purchase order, warehouse receipt and supplier invoice agree before an invoice is cleared for payment.
Executed invoice reconciliation
Inspect this project03 / 05
Power BI Solutions
A governance chair, finance director or workforce lead sees a polished Power BI total but cannot reach the control, assumption, purchase item or vacancy that explains it.
Semantic modelFacts · dimensions · date
MeasureFilterContext
Review pageMovement → cause → exception
Owner decisionRecover the pressured service stage
Define the measure before arranging the report pages
Start with the meeting question, model the relevant assessments, events, ledger entries or workforce snapshots at a consistent grain, write explicit measures and test every headline against the retained records.
Model, measure and validation records for a maintainable report
The working material is agreed for the situation rather than selected from a fixed package. It may include PBIP or PBIX working file, dimensional semantic model and Power Query and DAX documentation, with the checks and ownership recorded for the next reporting cycle.
Related capabilities
This work draws on Power BI, SQL and Excel and Power Query.
See how the work is builtPower BI is not the first fix when the underlying records, definitions or review responsibilities remain unresolved. A report is not described as live, production-ready or maintainable without evidence for its refresh, security and release process.
Project evidence
On-time Delivery Metric Reconciliation
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.
Verified reconciliation workbook
Inspect this project04 / 05
Data Quality
A monthly service report contains delivered orders with missing customer or product codes, so affected rows cannot be assigned to the customer group or supplier category being reported.
Reporting records
01CompletePass
02ValidPass
03ReconciledReview
12 failed recordsOwner reviewCorrect → rerun → retain retest
Keep failed records attached to their reporting consequence
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.
Rule results, failed rows and evidence from the retest
The working material is agreed for the situation rather than selected from a fixed package. It may include rule, severity and threshold register, executable checks and run metadata and failed-record and quarantine tables, with the checks and ownership recorded for the next reporting cycle.
Related capabilities
This work draws on python, SQL and Excel and Power Query.
See how the work is builtChecks 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.
Project evidence
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.
Executed Python validation
Inspect this project05 / 05
Automation
A reporting team is chasing missing product codes, correction files and retest decisions through email, so it is difficult to know whether the affected report can be released.
RequesterSubmit action and evidence need
OwnerRespond, update and attach evidence
ReviewerAccept, return or escalate
History retainedReminder 08:00Response 11:24Review 15:10
Record each request, response and review decision
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.
Workflow history, ownership and review evidence
The working material is agreed for the situation rather than selected from a fixed package. It may include current process and automation decision record, controlled refresh or workflow design and validation, exception and retry rules, with the checks and ownership recorded for the next reporting cycle.
Related capabilities
This work draws on Excel and Power Query, SQL and python.
See how the work is builtAutomation follows an understood process. It does not repair unclear rules, remove necessary judgement or prove a production Power Platform deployment without the native solution, environment, security and run evidence.
Project evidence
Reporting Data Issue and Retest Register
A reporting data incident register that starts with a retained failed row and ends with verified closure, an approved limitation or a continued hold.
Verified Excel issue register
Inspect this projectShared starting point
Choose the first useful change after the routine is understood.
A short diagnostic keeps the first piece of work proportionate. It can identify whether the priority is a report, a data model, a definition, a validation routine or an owner workflow.
- 01Bring the problem
Start with the report, decision or repeated process that is difficult to trust or maintain.
- 02Inspect the working routine
Review the available files, definitions, checks, owners and update steps.
- 03Choose the first useful change
Agree a focused build, review or workflow with clear working files and boundaries.
Working boundaries
Clear scope before a tool is chosen.
The tool follows the reporting problem, the records available and the people who will own the work.
Project evidence shows tested Quanta Meridian builds. It is not presented as a client result.
A first conversation needs a short outline of the problem, not confidential or protected data.
Start with the current problem
Bring one report, disputed measure or repeated process that needs attention.
A short outline is enough for the first conversation. The next step can then be matched to the evidence and practical boundary.