What this covers
A metric is useful when its reader understands its meaning, period and scope. We agree definitions, formulas, filters and exclusions with the people who use and produce the information. The semantic model turns these rules into shared measures and relationships, paying particular attention to percentages, balances and time comparisons that cannot be aggregated like ordinary amounts. Differences between views need to be explainable in business terms.
We design reports around decision questions: where a variance is concentrated, which components contribute to it and what detail is needed to investigate. Summaries and navigation follow a clear order, with visible units, filter context and refresh information. We verify results against agreed cases, including combinations of filters and role-based visibility limits. Measure documentation and usage guidance accompany delivery so that the report can be interpreted, checked and maintained as business questions evolve.
Inside the work
Measure definitions
We document formulas, denominators, time windows and exclusions, identifying who owns decisions about each definition.
Semantic modelling
We build reusable relationships and calculations, checking how totals, filters and different levels of detail behave.
Analysis paths
We organise summaries, comparisons and drill-downs to connect a result with its components without losing context.
Verification and adoption
We check interpretation, refresh and visibility cases, then prepare operating references for users and model owners.
What takes shape.
Practical work products, scoped to the engagement.
Metric catalogue
Shared measure definitions with sources, formulas, conditions of use and ownership.
Model and reports
A semantic model and reporting paths built around the agreed questions and user roles.
Verification cases
Reconciled examples and interpretation guidance for checking report results, filters and limitations.
Start with your context.
We define the question, sources, and expected outcome before choosing tools and a path.
Start with an assessment