Reconciled data
Prepare connections, transformations and completeness checks.
The challenges to address
Different reports can describe the same activity with incompatible figures. Manual extracts delay reviews and make data sources, dates and scope difficult to trace.
Our response
We start with the decisions to be made, then define KPIs and calculation rules. Sources are reconciled in an explicit data model before Power BI views are built.
Explore a sample dashboard.
Change the period or branch and see how the indicators are recalculated.
Without JavaScript, this example shows all branches across Q1 and Q2. You can still view the table below.
- Net sales
- FCFA 88,620,000
- Orders
- 617
- Average order value
- FCFA 143,630
Net sales in the selected scope
Common scale: FCFA 40,000,000.
View the data and calculation
| Period · Branch | Net sales | Orders | Average order value |
|---|---|---|---|
| Q1 · Branch A | FCFA 18,000,000 | 120 | FCFA 150,000 |
| Q1 · Branch B | FCFA 12,600,000 | 84 | FCFA 150,000 |
| Q1 · Branch C | FCFA 9,600,000 | 80 | FCFA 120,000 |
| Q2 · Branch A | FCFA 21,600,000 | 135 | FCFA 160,000 |
| Q2 · Branch B | FCFA 15,120,000 | 108 | FCFA 140,000 |
| Q2 · Branch C | FCFA 11,700,000 | 90 | FCFA 130,000 |
| Total | FCFA 88,620,000 | 617 | FCFA 143,630 |
Entirely fictional data for learning. Average order value = net sales ÷ orders, rounded to the nearest FCFA. The total is calculated across all orders.
Q1 + Q2 · All branches · 617 orders.
What the engagement can cover
Defined indicators
Document formulas, analysis dimensions and validation owners.
Maintainable reporting
Organise access, refresh schedules and data-quality exception alerts.
A verifiable KPI dictionary
Example definitions to reconcile with source data before building a sales dashboard.
| Indicator | Calculation rule | Validation check |
|---|---|---|
| Net sales | Invoices less credit notes, excluding tax | Common period and currency |
| Overdue receivables | Outstanding balance past due date | Payments and disputes reconciled |
| Win rate | Won opportunities / closed opportunities | Same cohort and status definitions |
How the engagement works
Source inventory, KPI dictionary, sampled-data prototype, reconciliation with reference reports, then publication and maintenance handover. Acceptance testing also covers permissions and refreshes.
Prepare an initial scope.
A few practical points to make scoping and acceptance clearer.
What you can prepare
- A reference report and the extracts needed to trace its figures.
- Indicator definitions, their owners and reporting cut-off dates.
- The desired refresh frequency and the people allowed to view each report.
What we need to agree together
- Which decision should each indicator support during a review?
- Which differences from the source must be explained before sharing the report?
Reconcile figures against the reference using the same period, currency and scope. Trace a result to its source, check the refresh date and test the permissions agreed for each role.