Skip to content
FDE BI Evidence Workbenchobserved → compared → decided → scoped
AI-authoredcurrent_statecurrent

Observed current semantic model

The bounded Desktop audit found a six-table Import model with four business-facing tables, two hidden date tables, four business measures and three active one-direction relationships.

fde-finance.current-model · wiki_11090e1ee0712c6f5f22212f8b715443

Senior-authored Markdown

# Conclusion

The connected Power BI Desktop model is a small Import semantic model. Its business-facing structure is a conventional ledger star: `Ledger` filters through `Account` and `Calendar`. A `Metrics` table holds four measures. Two hidden date tables are also present.

## Model inventory

| Table | Observed contents | Storage |
|---|---|---|
| `Account` | 3 columns | Import |
| `Calendar` | 3 columns | Import |
| `Ledger` | 4 columns | Import |
| `Metrics` | 1 placeholder column, 4 measures | Import |
| `DateTableTemplate_4a3e593b-a196-4a2f-9343-f7dc0519ce56` | 7 hidden date columns; hidden and private | Import, calculated partition |
| `LocalDateTable_88a1fec1-b827-4666-af6e-18472a67bc31` | 7 hidden date columns; hidden | Import, calculated partition |

The audit summary reports six tables, 31 columns in total, 25 listed columns, four measures, six partitions, three relationships and zero security roles.

## Business-facing columns

| Table | Column | Data type | Relevant metadata |
|---|---|---|---|
| `Account` | `AccountKey` | Int64 | Summarise by None |
| `Account` | `AccountName` | String | Summarise by None |
| `Account` | `AccountType` | String | Summarise by None |
| `Calendar` | `DateKey` | Int64 | Summarise by None |
| `Calendar` | `Date` | DateTime | Format `yyyy-mm-dd`; summarise by None |
| `Calendar` | `FiscalMonth` | Int64 | Summarise by Sum |
| `Ledger` | `DateKey` | Int64 | Summarise by None |
| `Ledger` | `AccountKey` | Int64 | Summarise by None |
| `Ledger` | `SignedAmount` | Decimal | Format `$#,0.00;($#,0.00)`; summarise by Sum |
| `Ledger` | `IsAdjustment` | Boolean | Summarise by None |
| `Metrics` | `Placeholder` | String | Summarise by None |

## Measures

| Measure | Business meaning | Format |
|---|---|---|
| `Metrics.Actual Net` | Net actual result | Currency |
| `Metrics.Actual Revenue` | Total actual revenue | Currency |
| `Metrics.Budget Net` | Budget net result | Currency |
| `Metrics.Net Variance` | Actual net less budget net | Currency |

All four measures were observed by exact qualified name. Exact DAX expressions were not returned by the bounded audit reads used for this build.

## Relationships

All three observed relationships are active, one-direction and many-to-one:

1. `Ledger.DateKey` → `Calendar.DateKey`.
2. `Ledger.AccountKey` → `Account.AccountKey`.
3. `Calendar.Date` → `LocalDateTable_88a1fec1-b827-4666-af6e-18472a67bc31.Date`.

The third relationship is associated with Power BI automatic date/time behaviour rather than the declared business target.

## Review observations

- `Calendar.FiscalMonth` is configured to summarise by Sum. For a month-number attribute, this is likely undesirable and should be reviewed.
- The explicit `Calendar` table coexists with hidden automatic date tables. The intended date-table strategy is not recorded.
- Zero security roles were reported inside this model snapshot; production security requirements remain unknown.