Power BI guide: managing the current views & a simple pivot pattern

This note explains how to turn the current views (wide–from–tall) into a report‑friendly table using Power Query (recommended) or DAX. It covers two common layouts: It also shows how to extract a human‑readable Description from the JSON in VALUE_METADATA. Source schema (tall, meta-driven) Expected columns: Assumption: Each (OBJECT_SEQ, [META_TYPE], ATTRIBUTE) appears at most once for … Read more

Standards Statement: Non-Proliferation of Information

To ensure efficiency, compliance, and trust in the Data Warehouse, we commit to the principle of non-proliferation of information. This means that data will be held and processed in a way that avoids unnecessary duplication, ensures clear lineage, and retains only what is required for business and regulatory purposes. Standards This approach ensures the Data … Read more

Playbook: DataMart & Reporting Development Process

This process explains how Data Engineering (DE) and Analytics Reporting (A) work together to turn a business need into a trusted, production-ready report. It’s designed for non-technical managers: no jargon, just what happens, who’s responsible, and what the outcomes are. Phase 0: Definition – Ground Zero PurposeLay the foundation before vision-shaping begins. Ensure clarity on … Read more

Personal Playbook: Shiny Keys Mindset 

I thrive where challenge, novelty, and passion meet. I learn visually and by doing things myself. Engagement is key for me – if my brain isn’t bought in, it can’t focus on the task. Guide me with clarity of purpose, insight, novelty and challenge and I’ll deliver energy, creativity, and continuous improvement.  🧩 How I Work Best  … Read more

Personal Playbook: Shiny Keys Mindset

I thrive where curiosity, novelty, and real-world value meet.Prettifying isn’t just polishing — it’s how I learn systems and make them modular.Guide me with clarity of purpose, and I’ll deliver energy, creativity, and continuous improvement. 🧩 How I Work Best 💪 Strengths I Bring ⚠️ Things I Need to Guard Against 🛠️ My Self-Management Strategies … Read more

Minor Incident Report: Headcount Submission and Reporting Misalignment

🧾 Incident Summary: Discrepancies were identified between the Headcount report and the Management Accounts (MA) reporting figures. The headcount submission process also suffered from data entry issues, retrospective updates, and manual effort required to maintain alignment across periods. 🔍 Root Cause Analysis 1. Inconsistent Timing of Submissions 2. Differences in Ownership and Definition 3. Submission … Read more

Incident Report Definitions

🔹 Minor Incident Report (MIR) Definition:A Minor Incident Report documents issues that do not materially impact core reporting outputs, system availability, or regulatory obligations, but still highlight: Purpose: Examples: 🔸 Serious Incident Report (SIR) Definition:A Serious Incident Report is raised when the incident: Purpose: Examples: 🚨 Deciding Between Minor and Serious You can use this … Read more

Proposal: Expanding Data Engineering to Embrace Fabric and AI Engineering Executive Summary

This proposal outlines a phased approach to broaden the scope of our Data Engineering capability, incorporating Microsoft Fabric as a unified analytics platform and evolving our approach to include foundational elements of AI Engineering. The goal is to create an agile, scalable, and intelligent data platform that supports operational analytics, predictive insights, and innovation. 1. … Read more

CDM Migration Playbook

Purpose This playbook guides the phased migration from existing DataMart views (202409) to CDM-standard views, including core, meta (dates, codes, values), and item tables. It supports the transition to IFS Cloud and ensures a consistent, scalable data model across all domains. MVP Scope Domains required for MVP: Phased Delivery Approach Phase 1: Live Data Seeding … Read more