Data Model for Financial Report - Request for Best Practice

[danielboi]

Hello folks,

last year I established a working PowerBI report for financial data, like Profit&Loss. The data comes from an SAP BW downloaded into excel and shows the the P&L or Balance Sheet items for the reporting entity by month. Actual, Budget and Forecast are three separate Excel files/sheets.

Last year I consolidated Actual, FC and Budget in one big fact table.

I wonder if from performance as well as development point (meaning easier to make measures) of view it would be better to not have consolidated Actual/Budget/Forecast into one table, but keep them separate.

Best regards,

d

[danielboi]

Hello @amitchandak,

I download the following from BW into Excel for one Fiscal year:

1 Excel file with 2 sheets for Actual and FC unconsolidated

1 Excel file with Budget unconsolidated

1 Excel file with 2 sheets for Actual and FC consolidation

1 Excel file with Budget consolidation

Each file about 2-3M of data. Each table 32 to 35 columns. (Actually could reduce it by 12 as I so far calculate only with the actual period data, but the report exports actual month and Year to Date.

I plan to have 3 - 4 years in the power bi.

Current PIBX size is below 3MB with 2 years.

[danielboi]

@amitchandak Any idea based on my feedback? Many thanks in advance.

[amitchandak]

@danielboi , How much is the size. It depends on the overall size and the number of columns.