In this articleName the purpose and scopeSeparate definition from snapshotTest the view after a changeMake acceptance shareableA saved view preserves a reporting setup. To make it useful, document the question it answers, the population, the period rule, the basis and...
In this articleAsk what the display representsUse completed periods for comparable reviewsPreserve legitimate zerosCarry completeness into the summaryA zero is a measured value under a stated definition. A blank may represent unavailable data, an excluded record or a...
In this articleWrite down the first useful outcomePrepare the reference informationIdentify the gaps earlyAgree on acceptancePrepare a reporting import by defining the first question, inventorying the source records and agreeing how the initial view will be validated....
In this articleStart with definitions, not column namesMake exceptions visibleReconcile totals after the transformationProtect the comparison over timeAccount mapping creates a common reporting structure from different source categories. It succeeds when the mapped...
In this articleInventory the history before mapping itPreserve identity across the transitionChoose a first acceptance sliceCarry the exceptions into the operating reviewAn acquisition creates a reporting transition as well as an ownership transition. Preserve the...
