185
Entities modelled
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ERP & group data architecture In progress
Group financial intelligence model
Created the blueprint for consistent actual, budget and forecast reporting across 185 entities, multiple currencies and heterogeneous ERP environments.
actual · budget · forecast
Scenarios
Evidence inputs
- 185 entities across heterogeneous ERP environments and multiple currencies.
- Semantic layer design · Power Query · Power Pivot
Transformation
- Designed conformed entity, currency, scenario and period dimensions so measures resolve consistently.
- Set trial-balance line by entity, period and scenario as the model grain.
- Applied IAS 21 currency translation as a modelled step rather than embedding it in source data.
Controls & assurance
- Designed reusable group infrastructure rather than another one-off report.
- Prioritised a controlled model grain and conformed dimensions over report-specific shortcuts.
Output
- Completed the blueprint and prototype logic; governed warehouse or semantic-layer implementation remains in progress.
Business value
- Creates the foundation for consistent group intelligence and executive reporting.
- Problem
The group lacked one model for actuals, budgets, forecasts and multi-currency trial balances across its ERP estate.
- Approach
Designed conformed entity, currency, scenario and period dimensions so measures resolve consistently.
- Outcome
Completed the blueprint and prototype logic; governed warehouse or semantic-layer implementation remains in progress.
Business value
Creates the foundation for consistent group intelligence and executive reporting.
Transformation route
- 01
Designed conformed entity, currency, scenario and period dimensions so measures resolve consistently.
- 02
Set trial-balance line by entity, period and scenario as the model grain.
- 03
Applied IAS 21 currency translation as a modelled step rather than embedding it in source data.
Decision log
- Designed reusable group infrastructure rather than another one-off report.
- Prioritised a controlled model grain and conformed dimensions over report-specific shortcuts.
This case study proves
- Power Pivot Data & Reporting Strong
- Semantic layer design Data & Reporting Applied
- Multi-entity governance & CFO stakeholder management Ways of Working Strong
What I learned
- A reusable model answers new questions without rebuilding each report.
Future improvements
- Land standardised inputs and implement the model in a managed data store.