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False progress: Why calculating financial statement lines individually is a bad idea
Calculating each line on a Profit & Loss (P&L) statement separately with DAX in Power BI is not considered best practice for several...

Chris Barber
Apr 211 min read
28 views
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Totals: Why they don't always add up - and why that's OK
A common source of frustration is that totals in business intelligence (BI) don't add up. In the above example, we've drilled down from...

Chris Barber
Apr 142 min read
141 views
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Sankey Diagram: Data Modelling, DAX, and Visualisation
Now that we have the inputs ready, there are four key steps to build the solution: Power Query Modelling DAX Visualization Let's dive...

Chris Barber
Dec 6, 202412 min read
492 views
1 comment


Sankey Diagram: the four measure components
Understanding the Components of a Sankey Diagram When working with a Sankey diagram, there are four key measure components to understand:...

Chris Barber
Nov 29, 20242 min read
183 views
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Sankey Diagram: Completing the dimension and fact input tables
Level Sorting From To Colour Code Justification 1 1 B2B revenue Revenue 1 left 1 2 B2C and other revenue Revenue 1 left 2 1 Revenue Gross...

Chris Barber
Nov 22, 20243 min read
250 views
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Sankey Diagram: requirements gathering
In this blog post, we cover: Layout - 5 steps to understand how the Sankey chart is structured Actuals and comparisons - understanding...

Chris Barber
Nov 15, 20242 min read
423 views
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Sankey Diagram: why it's an effective way to visualise the P&L
When communicating profitability to those who aren't accustomed to looking at financial data, I believe the 𝐬𝐚𝐧𝐤𝐞𝐲 𝐝𝐢𝐚𝐠𝐫𝐚𝐦...

Chris Barber
Oct 16, 20241 min read
222 views
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How to model posting date when producing income statement semantic models
Typically finance teams want to know the posting date in relation to the fiscal period close, that is, postings: Between 1 and 3 days...

Chris Barber
Oct 7, 20241 min read
84 views
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Using prime numbers for performance optimisation (technical article)
Disclaimer! This blog post contains my thoughts surrounding using prime numbers for performance optimisation. I am not advocating you do...

Chris Barber
Sep 30, 20243 min read
298 views
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Know your facts Part 4: Power BI, Financial Statements & Kimball
Mixed Grain Fact Tables Granularity is determined by the number of foreign keys in the fact table. For instance, the grain of your...

Chris Barber
Apr 25, 20223 min read
571 views
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Know your facts Part 3: Power BI, Financial Statements & Kimball
Statement of Cash flows With the Statement of Comprehensive Income (SOCI) and Statement of Financial Position (SOFP) there are no...

Chris Barber
Apr 8, 20223 min read
510 views
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Know your facts Part 2: Power BI, Financial Statements & Kimball
The first part of this series examined the TRANSACTIONAL fact table as the optimal solution for Statement of Comprehensive Income (SOCI)....

Chris Barber
Mar 25, 20224 min read
731 views
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Know your facts Part 1: Power BI, Financial Statements & Kimball
How the Kimball methodology aligns with Power BI for the Statement of Comprehensive Income

Chris Barber
Mar 10, 20224 min read
1,655 views
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Using your Organisational Hierarchy as the basis for report security
How using the organisational hierarchy to set security rules saves time & creates a more maintainable, scalable and transparent solution

Chris Barber
Feb 25, 20221 min read
418 views
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The 3 things you need to get started with Financial Statements in Power BI
Getting started with Power BI and the Financial Statements

Chris Barber
Feb 10, 20222 min read
4,870 views
0 comments
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