@luquimbo/bi-superpowers 3.1.1 → 4.1.0

package/library/examples/README.md

@@ -1,151 +0,0 @@
-# Examples
-
-Complete, end-to-end examples demonstrating BI Agent Superpowers patterns in real-world scenarios.
-
----
-
-## Available Examples
-
-| Example | Description | Components |
-|---------|-------------|------------|
-| [retail-analytics](./retail-analytics/) | Complete retail sales analytics solution | Star schema, 50+ DAX measures, data model |
-| [finance-reporting](./finance-reporting/) | P&L, Balance Sheet, variance analysis | Multi-statement model, 60+ financial measures |
-| [hr-analytics](./hr-analytics/) | Headcount, turnover, diversity metrics | Employee snapshots, 40+ HR measures |
-| [udf-library](./udf-library/) | DAX User Defined Functions library | 50+ reusable UDFs, typed parameters |
-
----
-
-## Learning Path (Recommended Order)
-
-New to Power BI? Follow this progression to build your skills:
-
-### Level 1: Foundations
-1. **[retail-analytics](./retail-analytics/)** - Start here!
-   - Learn star schema basics (facts + dimensions)
-   - Understand fundamental DAX patterns (SUM, CALCULATE, time intelligence)
-   - Build your first KPI dashboard
-
-### Level 2: Intermediate
-2. **[hr-analytics](./hr-analytics/)** - Expand your skills
-   - Work with snapshot data (point-in-time analysis)
-   - Learn turnover and retention calculations
-   - Understand Row-Level Security (RLS) basics
-
-### Level 3: Advanced
-3. **[finance-reporting](./finance-reporting/)** - Master complex scenarios
-   - Handle multi-statement financial models
-   - Work with hierarchical account structures
-   - Build variance analysis (Actual vs Budget)
-
-### Level 4: Expert
-4. **[udf-library](./udf-library/)** - Cutting-edge DAX
-   - Create reusable User Defined Functions (preview feature)
-   - Build a personal library of typed functions
-   - Master advanced DAX patterns
-
----
-
-## What Each Example Includes
-
-### Documentation
-- **README.md** - Overview, business requirements, implementation guide
-- **data-model.md** - Complete table definitions, relationships, sample data
-
-### Code
-- **measures.dax** - Complete DAX measure library, organized by category
-
-### Styling
-- Use themes from `library/themes/power-bi/` for consistent formatting
-
----
-
-## Using Examples
-
-### 1. Understand the Scenario
-
-Read the README.md to understand:
-- Business requirements and stakeholders
-- Key questions the solution answers
-- Recommended visualizations
-
-### 2. Adapt the Data Model
-
-Use data-model.md as a template:
-- Match columns to your source data
-- Adjust data types as needed
-- Add/remove columns for your scenario
-
-### 3. Copy Relevant Measures
-
-From measures.dax:
-- Start with base measures (Revenue, Cost, Profit)
-- Add time intelligence as needed
-- Customize rankings and percentages
-
-### 4. Apply a Theme
-
-1. Choose a theme from `library/themes/power-bi/`
-2. View > Themes > Browse for themes
-3. Select the JSON file
-
----
-
-## Example Structure
-
-```
-library/examples/
-├── README.md                    # This file
-│
-├── retail-analytics/            # Retail sales analytics
-│   ├── README.md                # Overview and guide
-│   ├── data-model.md            # Table definitions
-│   └── measures.dax             # 50+ DAX measures
-│
-├── finance-reporting/           # Financial statements
-│   ├── README.md                # P&L, Balance Sheet guide
-│   ├── data-model.md            # Account structure, scenarios
-│   └── measures.dax             # 60+ financial measures
-│
-├── hr-analytics/                # HR workforce analytics
-│   ├── README.md                # Headcount, turnover guide
-│   ├── data-model.md            # Employee snapshot model
-│   └── measures.dax             # 40+ HR measures
-│
-└── udf-library/                 # DAX User Defined Functions
-    ├── README.md                # UDF usage guide and catalog
-    └── functions.dax            # 50+ reusable typed functions
-```
-
----
-
-## Upcoming Examples
-
-- **marketing-dashboard** - Campaign performance, funnel analysis
-- **supply-chain** - Inventory, fulfillment, vendor performance
-- **project-management** - Resource allocation, timeline tracking
-
----
-
-## Contributing Examples
-
-Want to add an example? Include:
-
-1. **README.md** with:
-   - Business scenario description
-   - Stakeholder requirements
-   - Data model diagram
-   - Visualization recommendations
-   - Implementation checklist
-
-2. **data-model.md** with:
-   - All table definitions
-   - Column specifications
-   - Relationship diagram
-   - Sample data
-
-3. **measures.dax** with:
-   - Organized by category
-   - Comments explaining each measure
-   - Naming conventions followed
-
-See [CONTRIBUTING.md](../../CONTRIBUTING.md) for submission guidelines.

package/library/examples/finance-reporting/README.md

@@ -1,351 +0,0 @@
-# Finance Reporting - Complete Example
-
-A comprehensive financial reporting solution for P&L, Balance Sheet, and Cash Flow analysis.
-
----
-
-## Overview
-
-This example demonstrates building a complete financial reporting solution using:
-
-- **Multi-statement data model** supporting P&L, Balance Sheet, and Cash Flow
-- **DAX measures** for period comparisons, variances, and financial ratios
-- **Budget vs Actual** analysis with variance explanations
-- **Rolling forecasts** and trend analysis
-
----
-
-## Business Requirements
-
-### Stakeholders
-- CFO: Executive financial overview
-- Controllers: Detailed variance analysis
-- FP&A Team: Budget tracking and forecasting
-- Business Unit Leaders: Departmental P&L
-
-### Key Questions
-1. How are we performing vs. budget and prior year?
-2. What's driving variance from plan?
-3. What are our key financial ratios and trends?
-4. How does each department/cost center perform?
-5. What's the cash position and forecast?
-
----
-
-## Data Model
-
-### Star Schema Design
-
-```
-                    ┌─────────────────┐
-                    │   DimDate       │
-                    │─────────────────│
-                    │ DateKey (PK)    │
-                    │ Date            │
-                    │ FiscalYear      │
-                    │ FiscalPeriod    │
-                    │ FiscalQuarter   │
-                    │ IsCurrentPeriod │
-                    └────────┬────────┘
-                             │
-┌─────────────────┐          │          ┌─────────────────┐
-│   DimAccount    │          │          │  DimCostCenter  │
-│─────────────────│          │          │─────────────────│
-│ AccountKey (PK) │          │          │ CostCenterKey   │
-│ AccountCode     │          │          │ CostCenterCode  │
-│ AccountName     │          │          │ CostCenterName  │
-│ AccountType     │          │          │ Department      │
-│ AccountGroup    │          │          │ Division        │
-│ FinancialStmt   │          │          │ Manager         │
-│ NaturalSign     │          │          └────────┬────────┘
-│ SortOrder       │          │                   │
-└────────┬────────┘          │                   │
-         │     ┌─────────────┴───────────────┐   │
-         │     │       FactFinancials        │   │
-         │     │─────────────────────────────│   │
-         └────>│ FinancialKey (PK)           │<──┘
-               │ DateKey (FK)                │
-               │ AccountKey (FK)             │
-               │ CostCenterKey (FK)          │
-               │ ScenarioKey (FK)            │
-               │ Amount                      │
-               └─────────────┬───────────────┘
-                             │
-                    ┌────────┴────────┐
-                    │  DimScenario    │
-                    │─────────────────│
-                    │ ScenarioKey (PK)│
-                    │ ScenarioName    │
-                    │ ScenarioType    │
-                    │ IsActual        │
-                    └─────────────────┘
-```
-
-### Account Types
-
-| AccountType | FinancialStatement | NaturalSign | Examples |
-|-------------|-------------------|-------------|----------|
-| Revenue | Income Statement | Credit (+) | Sales, Service Revenue |
-| COGS | Income Statement | Debit (-) | Cost of Goods Sold |
-| OpEx | Income Statement | Debit (-) | Salaries, Rent, Marketing |
-| OtherIncome | Income Statement | Credit (+) | Interest Income |
-| OtherExpense | Income Statement | Debit (-) | Interest Expense |
-| Tax | Income Statement | Debit (-) | Income Tax |
-| Asset | Balance Sheet | Debit (+) | Cash, AR, Inventory |
-| Liability | Balance Sheet | Credit (-) | AP, Debt |
-| Equity | Balance Sheet | Credit (-) | Retained Earnings |
-
-### Scenarios
-
-| ScenarioName | ScenarioType | IsActual | Purpose |
-|--------------|--------------|----------|---------|
-| Actual | Actual | TRUE | Recorded transactions |
-| Budget | Budget | FALSE | Annual plan |
-| Forecast | Forecast | FALSE | Rolling forecast |
-| Prior Year | Actual | TRUE | Comparison baseline |
-
----
-
-## Key Measures
-
-### Base Measures
-
-```dax
-// Actuals only
-Actual Amount =
-CALCULATE(
-    SUM(FactFinancials[Amount]),
-    DimScenario[IsActual] = TRUE()
-)
-
-// Budget only
-Budget Amount =
-CALCULATE(
-    SUM(FactFinancials[Amount]),
-    DimScenario[ScenarioName] = "Budget"
-)
-
-// Forecast only
-Forecast Amount =
-CALCULATE(
-    SUM(FactFinancials[Amount]),
-    DimScenario[ScenarioName] = "Forecast"
-)
-```
-
-### Income Statement Measures
-
-```dax
-// Revenue (positive = good)
-Revenue =
-CALCULATE(
-    [Actual Amount],
-    DimAccount[AccountType] = "Revenue"
-)
-
-// Gross Profit
-Gross Profit =
-[Revenue] + CALCULATE([Actual Amount], DimAccount[AccountType] = "COGS")
-
-// Gross Margin %
-Gross Margin % =
-DIVIDE([Gross Profit], [Revenue])
-
-// Operating Expenses
-OpEx =
-CALCULATE(
-    [Actual Amount],
-    DimAccount[AccountType] = "OpEx"
-)
-
-// EBITDA
-EBITDA =
-[Gross Profit] + [OpEx]
-
-// Net Income
-Net Income =
-CALCULATE(
-    [Actual Amount],
-    DimAccount[FinancialStmt] = "Income Statement"
-)
-```
-
-### Variance Analysis
-
-```dax
-// Budget Variance (Actual - Budget)
-Budget Variance =
-[Actual Amount] - [Budget Amount]
-
-// Budget Variance %
-Budget Variance % =
-DIVIDE([Budget Variance], ABS([Budget Amount]))
-
-// Favorable/Unfavorable indicator
-Variance Status =
-VAR _Variance = [Budget Variance]
-VAR _AccountType = SELECTEDVALUE(DimAccount[AccountType])
-VAR _IsExpense = _AccountType IN {"COGS", "OpEx", "OtherExpense", "Tax"}
-RETURN
-    SWITCH(
-        TRUE(),
-        ISBLANK(_Variance), BLANK(),
-        _IsExpense && _Variance < 0, "Favorable",
-        _IsExpense && _Variance > 0, "Unfavorable",
-        NOT _IsExpense && _Variance > 0, "Favorable",
-        "Unfavorable"
-    )
-```
-
-### YTD and Period Comparisons
-
-```dax
-// Year-to-Date Actual
-Actual YTD =
-TOTALYTD([Actual Amount], DimDate[Date])
-
-// Prior Year Same Period
-Actual PY =
-CALCULATE(
-    [Actual Amount],
-    SAMEPERIODLASTYEAR(DimDate[Date])
-)
-
-// Prior Year YTD
-Actual YTD PY =
-CALCULATE(
-    [Actual YTD],
-    SAMEPERIODLASTYEAR(DimDate[Date])
-)
-
-// YoY Growth %
-YoY Growth % =
-DIVIDE([Actual Amount] - [Actual PY], ABS([Actual PY]))
-```
-
-See [measures.dax](./measures.dax) for the complete measure library (50+ measures).
-
----
-
-## Report Pages
-
-### 1. Executive Summary
-
-| Visual | Content |
-|--------|---------|
-| KPI Cards | Revenue, Net Income, EBITDA with YoY % |
-| Waterfall | Revenue to Net Income bridge |
-| Line Chart | Monthly trend vs Prior Year |
-| Table | Key metrics by Quarter |
-
-### 2. P&L Statement
-
-| Visual | Content |
-|--------|---------|
-| Matrix | Full P&L with hierarchy (Account Group > Account) |
-| Columns | Actual, Budget, Variance, Variance %, PY |
-| Conditional | Red/Green variance highlighting |
-| Drill-through | To account detail page |
-
-### 3. Variance Analysis
-
-| Visual | Content |
-|--------|---------|
-| Decomposition Tree | Variance drivers by dimension |
-| Scatter Plot | Budget vs Actual by Cost Center |
-| Table | Top 10 variances with explanations |
-| Bar Chart | Variance by Department |
-
-### 4. Balance Sheet
-
-| Visual | Content |
-|--------|---------|
-| Matrix | Assets, Liabilities, Equity structure |
-| KPI Cards | Current Ratio, Quick Ratio, Debt/Equity |
-| Waterfall | Change in Cash position |
-
-### 5. Cash Flow
-
-| Visual | Content |
-|--------|---------|
-| Waterfall | Operating, Investing, Financing flows |
-| Line Chart | Cash balance trend |
-| Table | Cash sources and uses |
-
----
-
-## Financial Ratios
-
-```dax
-// Profitability
-Gross Margin % = DIVIDE([Gross Profit], [Revenue])
-Operating Margin % = DIVIDE([EBITDA], [Revenue])
-Net Margin % = DIVIDE([Net Income], [Revenue])
-ROE = DIVIDE([Net Income TTM], [Total Equity])
-ROA = DIVIDE([Net Income TTM], [Total Assets])
-
-// Liquidity
-Current Ratio = DIVIDE([Current Assets], [Current Liabilities])
-Quick Ratio = DIVIDE([Current Assets] - [Inventory], [Current Liabilities])
-Cash Ratio = DIVIDE([Cash], [Current Liabilities])
-
-// Leverage
-Debt to Equity = DIVIDE([Total Debt], [Total Equity])
-Debt to Assets = DIVIDE([Total Debt], [Total Assets])
-Interest Coverage = DIVIDE([EBITDA], [Interest Expense])
-
-// Efficiency
-Days Sales Outstanding = DIVIDE([Accounts Receivable], [Revenue]) * 365
-Days Payable Outstanding = DIVIDE([Accounts Payable], [COGS]) * 365
-Inventory Turnover = DIVIDE([COGS], [Average Inventory])
-```
-
----
-
-## Implementation Checklist
-
-### Data Model
-- [ ] Create DimDate with fiscal calendar attributes
-- [ ] Create DimAccount with proper hierarchy and signs
-- [ ] Create DimCostCenter with department/division structure
-- [ ] Create DimScenario for Actual/Budget/Forecast
-- [ ] Load FactFinancials with all scenario data
-- [ ] Set up relationships
-- [ ] Mark DimDate as Date Table
-
-### Measures
-- [ ] Create base measures (Actual, Budget, Forecast)
-- [ ] Create P&L subtotals (Revenue, Gross Profit, EBITDA, Net Income)
-- [ ] Create variance measures with favorable/unfavorable logic
-- [ ] Create time intelligence (YTD, PY, YoY)
-- [ ] Create financial ratios
-- [ ] Organize in display folders
-
-### Reports
-- [ ] Executive Summary page
-- [ ] P&L Statement with drill-through
-- [ ] Variance Analysis with decomposition
-- [ ] Balance Sheet snapshot
-- [ ] Cash Flow statement
-- [ ] Apply theme and formatting
-
----
-
-## Files in This Example
-
-| File | Description |
-|------|-------------|
-| [README.md](./README.md) | This overview |
-| [data-model.md](./data-model.md) | Complete table definitions |
-| [measures.dax](./measures.dax) | 50+ DAX measures |
-
----
-
-## Tips for Financial Reporting
-
-1. **Sign conventions matter** - Use NaturalSign to handle debit/credit properly
-2. **Fiscal vs calendar** - Finance always uses fiscal periods
-3. **Variance coloring** - Favorable expenses (under budget) should be green even if negative
-4. **YTD resets** - Use fiscal year start date in TOTALYTD
-5. **Balance sheet** - Point-in-time, not period aggregations
-6. **Drill-through** - Essential for explaining variances