Work you can open

Not screenshots of claims.

Client work sits behind NDAs, so here are eight things you can inspect end to end: six Power BI builds, each mapped to a sector I have worked in, with their models, measures and data-quality work in public (one of them measured against a deliberately bad version of itself), an interactive MI framework built on synthetic financial services data, and one product you can run against your own tenant export.

A Power BI report on EU bank capital from the EBA transparency exercise, showing the sector CET1 ratio against the average and median of banks, a quarterly trend of the sector ratio against the average of banks on a constant panel, CET1 ratios by bank size, and a table by country.
POWER BI · REGULATORY REPORTING

EU bank capital

Three years of the COREP and FINREP returns 129 EU banks file with their supervisors. The sector’s CET1 ratio is 16.2%; average the banks’ own ratios and you get 22.7%. Every ratio is recomputed from its components, every item code mapped across three renumbered exercises, and the year-to-date P&L taken apart bank by bank.

Power BI · TMDL · DAX · Python · COREP / FINREP · Data quality

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A Power BI report on a decade of US card transactions, showing the share of transactions by channel month by month with chip jumping from zero to 68 per cent in January 2015, a note explaining why that is not an EMV migration, declines by reason, and a table of attempts, spend, decline rate and fraud per 10,000 by channel.
POWER BI · OPEN SOURCE

Card transactions & fraud

A decade of a bank’s card book: 1.7m transactions, what was declined, and what turned out to be fraud. Two thirds of the file is adjudicated and the rest is not, so the obvious way to compute the fraud rate is wrong by a third; the report shows both denominators. The same rows are then modelled a second time, badly, and measured against this one.

Power BI · TMDL · DAX · Python · VertiPaq · Data quality

The Workforce Year on Year page in Power BI: January to July 2023 against the same months of 2022, with headcount 1,480 and 13.1% lower, 570 leavers against 216, and annualised turnover 60.1% against 22.4%, in cards with ring gauges and bars; leavers by month above 2022 in every month, monthly change columns in red, turnover by department with a red bar for every rise, and the eight divisions where leavers rose most.
POWER BI · HR ANALYTICS

Workforce analytics

Five years of HR records whose status field contradicts people’s own dates 1,146 times. The year-on-year page compares the same months: from January to July 2023, leavers rose from 216 to 570 and annualised turnover from 22.4% to 60.1%, in every department.

Power BI · TMDL · DAX · Python · Data quality

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A Power BI report on a retailer's delivery performance, showing shipped orders by shipping mode against the days each order actually took, what each mode promises and delivers, the late rate by month, and two ways of counting late orders.
POWER BI · RETAIL & SUPPLY CHAIN

Supply chain delivery

Three years of a retailer’s orders to 164 countries: net sales, margin and delivery against the lead time each shipping mode promises. First Class is late on every order, and the mode that costs more delivers no faster; only the promise differs. The column called Sales isn’t revenue, and the last four months come from a different generator.

Power BI · TMDL · DAX · Python · Supply chain · Data quality

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The Superstore revenue page in Power BI: 2024 sales of $722,052, 20.3% up on 2023, in four cards with a ring gauge, region tiles and a bar per sub-category, a monthly line against 2023, monthly variance columns in green and red, and the eight customers and sub-categories that grew most, each with a bar in the row.
POWER BI · OPEN SOURCE

Superstore sales

Four years of a US retailer’s orders, rebuilt as a star schema whose product key turned out not to be one. The revenue page compares any year with the one or two before: 2024 grew 20.3% on more orders, not bigger ones. Every card is a measure and every figure was checked against pandas.

Power BI · TMDL · DAX · Python · Data quality

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A Power BI page comparing January to October 2020 with budget: revenue $5,893k, 3.6% behind, and EBITDA $1,381k, 26.2% behind, in cards with ring gauges, two of seven business units ahead, EBITDA by month against budget, monthly variance columns, EBITDA by business unit with USA and the UK furthest behind, and the eight accounts that cost profit most.
POWER BI · OPEN SOURCE

P&L performance & outlook

A full profit & loss statement built from a real general ledger, and a second page that asks why. In 2020 revenue ran 3.6% behind budget but EBITDA 26.2% behind: costs didn’t fall with sales, and the USA and UK carry the miss.

Power BI · TMDL · DAX · Power Query · Python

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INTERACTIVE DEMO · FINANCIAL SERVICES MI

MI framework

Explore how executive KPIs, remediation actions and metric definitions work together. Switch reporting months, inspect overdue actions and trace each measure to its calculation, owner and threshold. A browser prototype of a Power BI MI design, built on synthetic data.

MI design · Remediation · Metric governance · Synthetic data

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PRODUCT · FREE TO TRY

Milestone Pulse

Turns a Power BI workspace export into a governance audit in seconds: over-privileged access, admin hygiene gaps and orphaned workspaces, flagged and explained.

Governance · PowerShell · Tenant audit

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