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

Open discovery questions

Client and consultant input is required on enrichment sources, currency semantics, calendar design, measure status, security, refresh, target completeness and acceptance testing.

fde-finance.open-questions · wiki_11090e1ee0712c6f5f22212f8b715443

Senior-authored Markdown

# Priority questions

## Enrichment and ownership

1. Are the hidden `Reference Data` values governed mappings or unapproved reference/sample data?
2. Which authoritative system or governed dataset supplies `Account.AccountGroup`, `Ledger.CostCentre` and `Ledger.CurrencyCode`?
3. What key joins `AccountGroup` to `Account`, and at what grain are `CostCentre` and `CurrencyCode` joined to `Ledger`?
4. Who owns data quality, unmapped values, effective dating and change approval for each enrichment?

## Currency semantics

5. Does `Ledger.SignedAmount` already represent a single reporting currency?
6. Is `Ledger.CurrencyCode` intended to describe transaction currency, reporting currency or both?
7. If conversion is required, where are exchange rates, rate types and conversion dates governed?

## Calendar and model design

8. Should `Calendar.FiscalMonth` use summarise by None?
9. Are fiscal year, fiscal quarter, sort columns and marked-date-table requirements missing from the partial workbook?
10. Should automatic date/time and the hidden local date tables be removed in favour of the explicit `Calendar` table?

## Measures and business semantics

11. What are the exact DAX expressions and intended production status of `Metrics.Actual Net`, `Metrics.Actual Revenue`, `Metrics.Budget Net` and `Metrics.Net Variance`?
12. Are measures intentionally outside the target workbook, or is another target artefact required?

## Security and operations

13. Are row-level or object-level security requirements expected in production despite zero roles in the observed model?
14. What source connections, M logic, refresh behaviour, gateways, environments and deployment controls apply?

## Acceptance and target completeness

15. Is `TargetArchitecture_Partial.xlsx` intentionally limited to fields, or should the target also define relationships, measures, security, refresh and presentation metadata?
16. What tests will prove the ten `reuse_as_is` mappings are semantically correct, including uniqueness, referential integrity, nullability, domains and currency behaviour?