13.  Topic 2, Contoso Ltd, Case Study 
Overview
Data for the reports comes from the sources shown in the following table. 
The balance sheet data is unrelated to the profit and loss results other than they both relate to dates. 
The balance sheet data is imported and includes the final monthly balances of each account in the format shown in the following table. 
The balance sheet data always includes a row for each account for each month. 
The product catalog shows how products roll up to product categories, which roll up to the business units the product list is provided in the format shown in the following table. 
Revenue data is provided at the date and product level. Expense data is provided at the date and department level.
The reports must be made available to the board from powerbi.com. A group in Microsoft Azure Active Director)' (Azure AD), part of Microsoft Entra. will be used to share information with the board. 
Contoso identifies the following security requirements for analyst access:
The date table will contain the columns shown in the following table. 
The definitions and attributes for the products departments, and business units must be consistent across all the reports.
Overview
To start the case study
Existing Environment
Data and Sources
Net Income Projection Data
Revenue projections are set at the monthly level and summed to show projections for the quarter. 
Balance Sheet Data
There is always a row for each account for each month in the balance sheet data. 
Dynamics 365 Business Central Data
Business Issues
Planned Changes
Technical Requirements
Security Requirements
Report Requirements
Projections must contain a column named RevenueProjection that contains the revenue projection amounts. A relationship must be created from Projections to a table named Date that contains the columns shown in the following table. 
The relationships between products and departments to business units must be consistent across all reports.
DRAG DROP