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FDE BI Evidence Workbenchobserved → compared → decided → scoped
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Observed current semantic model

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

fde-finance.current-model · wiki_7c268dbf7f8b78844080cae53f6f0a0e

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# Conclusion

The connected Power BI Desktop model is a small Import semantic model. Its business-facing structure is a ledger star: `Ledger` relates to `Account` and `Calendar`. `Metrics` contains four measures. Two hidden calculated 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 and 4 measures | Import |
| `DateTableTemplate_4a3e593b-a196-4a2f-9343-f7dc0519ce56` | 7 hidden date columns | Import; calculated partition |
| `LocalDateTable_88a1fec1-b827-4666-af6e-18472a67bc31` | 7 hidden date columns | Import; calculated partition |

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

## Business-facing columns

| Table | Column | Data type | Observed 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

The following qualified measure names and currency formats were observed:

- `Metrics.Actual Net`
- `Metrics.Actual Revenue`
- `Metrics.Budget Net`
- `Metrics.Net Variance`

Exact DAX expressions were not returned by the bounded reads used for this build, so production definitions and intended status remain unknown.

## Relationships

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

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

The third relationship and hidden date tables indicate that automatic date/time behaviour coexists with the explicit `Calendar` table.

## Review observations

- `Calendar.FiscalMonth` is configured to summarise by Sum even though the target declares it as a month number. Summarise by None should be assessed; no change decision is recorded.
- The intended strategy for the explicit `Calendar` table versus automatic date tables is not recorded.
- Zero security roles were reported inside this model snapshot. Production security requirements outside the snapshot remain unknown.
- `Ledger.JournalSource` and `Ledger.ApprovalStatus` were not observed among the four audited `Ledger` columns. A separate consultant source reports upstream availability; it does not alter this audit observation.