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FDE BI Evidence Workbenchobserved → compared → decided → scoped
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FDE Finance Power BI discovery

Ten of 13 workbook-declared target columns have confirmed exact reuse mappings; three required enrichments need sourcing, while consultant-supplied journal controls remain outside the declared target and await a scope decision.

fde-finance.discovery · wiki_7c268dbf7f8b78844080cae53f6f0a0e

Senior-authored Markdown

# Engagement state

The selected evidence supports a bounded current-to-target discovery baseline. It does **not** establish that a target solution has been implemented.

The connected Power BI Desktop model is an Import semantic model centred on `Ledger`, `Account` and `Calendar`, with a `Metrics` table and two hidden automatic date tables. `TargetArchitecture_Partial.xlsx` declares 13 required target columns across `Account`, `Calendar` and `Ledger`.

## Current-to-target position

| Result | Count | Treatment |
|---|---:|---|
| Exact mappings | 10 | Consultant-confirmed `reuse_as_is` |
| Partial mappings | 0 | No partial or transformed mapping is recorded |
| Confirmed gaps | 3 | `acquire_or_source`; accepted for phase-two scope |

The confirmed gaps are:

- `Account.AccountGroup`
- `Ledger.CostCentre`
- `Ledger.CurrencyCode`

## Additional consultant evidence

A consultant-supplied source, contributed by **Synthetic Consultant**, states that the governed finance ledger export contains entry-grain `Ledger.JournalSource` and `Ledger.ApprovalStatus` attributes. This is consultant evidence of upstream availability, not MCP observation and not evidence of Power BI implementation. Neither attribute is declared in the selected target workbook or covered by a mapping decision.

## Knowledge map

- **Observed current semantic model** — tables, columns, measures, partitions and relationships returned by the Desktop audit.
- **Declared target fields** — the 13 required columns in the workbook's `Target Fields` sheet.
- **Current-to-target mapping coverage** — exact mappings, absence of partial mappings and confirmed gaps.
- **Required enrichment gaps** — source and semantic design needed for the three target gaps.
- **Consultant evidence: journal control attributes** — upstream availability and unresolved target status of `JournalSource` and `ApprovalStatus`.
- **Recorded mapping and scope decisions** — what has been approved and what has not.
- **Scope implications** — evidence-supported next-phase work.
- **Evidence and access boundary** — what “not observed” means.
- **Open discovery questions** — matters requiring client or consultant resolution.
- **Evidence and authority method** — how claims and provenance are handled.

## Overall conclusion

The declared target is substantially covered at field-structure level, but delivery is not a simple field-addition exercise. The three target enrichments need authoritative sources, keys, governance and acceptance tests. Currency semantics, calendar design and broader architecture requirements remain unresolved. The consultant-supplied journal controls require an explicit target and scope decision before they can be treated as delivery requirements.