Methodology

Data model

Star join — financials_long[Year] → years[Year] (many-to-one).
Single model — both dashboard pages read from the same model; no page‑specific fields.

Latest Year — max available year within current filter context.
Base Year — comparison year (usually Latest − 1) or a pinned year for indexed visuals.

YoY Δ — Value(Latest) − Value(Prev)
YoY Δ % — DIVIDE(Value(Latest) − Value(Prev), Value(Prev))
Arrow sign — ▲ if Δ > 0 · ▼ if Δ < 0 · • if Δ = 0 or previous is blank
Defensive blanks — when previous value is blank/zero, the percent delta is suppressed and the chip shows “–”.

Index (e.g., Assets/Equity/Revenue) — Value / Value(Base Year) → displayed as 100 at the base.

Soft band — each KPI has a neutral zone (Norm Low…Norm High) set in the model and reflected in visuals.
Inputs per KPI — Norm Low, Norm High, better_is ∈ {'{higher, lower}'}
Status buckets — below — value < Norm Low · at_norm — within band · above — value > Norm High
Directionality — if better_is = higher, moving upward is good; if better_is = lower, moving downward is good.
Color mapping — status → hex via the palette; the same mapping drives badges, legend dots, and bars.

DAX style — comma‑separated arguments; consistent naming grp__KPI__SubKPI__MeasureName.
Number formatting — percent KPIs use % with sensible decimals; absolute KPIs have compact format (e.g., 1.2M where appropriate).
Tooltips — show YoY absolute and percent deltas alongside the current value.
Defensive rules — use DIVIDE; empty states render “–”.

Year slicer — single‑select; Latest/Base handled by measures.
Two‑page setup — v1 — rounded cards (site style); v2 — flat, print‑friendly for Word.

Screenshots — cover.png (v1 rounded), cover2.png (v2 flat) — used on the live page.
Measures — /dax — versioned DAX
Specs — /deneb — Vega‑Lite JSON (clean, no comments)
Sample data — /data — anonymised Excel