{"id":31542074,"url":"https://github.com/arun-data-analyst/finance-reporting-sql","last_synced_at":"2026-05-18T03:04:37.021Z","repository":{"id":316124767,"uuid":"1062019565","full_name":"arun-data-analyst/finance-reporting-sql","owner":"arun-data-analyst","description":"End-to-end SQL project for project/portfolio finance: schema, seed data, validation, data-quality checks, business queries, and KPI views (Power BI–ready).","archived":false,"fork":false,"pushed_at":"2025-09-22T19:23:04.000Z","size":84,"stargazers_count":0,"open_issues_count":0,"forks_count":0,"subscribers_count":0,"default_branch":"main","last_synced_at":"2025-09-22T21:17:49.513Z","etag":null,"topics":["data-analysis","data-modeling","data-quality","database","finance","kpi","portfolio-management","powerbi","sql","sql-server","ssms"],"latest_commit_sha":null,"homepage":"","language":"TSQL","has_issues":true,"has_wiki":null,"has_pages":null,"mirror_url":null,"source_name":null,"license":"mit","status":null,"scm":"git","pull_requests_enabled":true,"icon_url":"https://github.com/arun-data-analyst.png","metadata":{"files":{"readme":"README.md","changelog":null,"contributing":null,"funding":null,"license":"LICENSE","code_of_conduct":null,"threat_model":null,"audit":null,"citation":null,"codeowners":null,"security":null,"support":null,"governance":null,"roadmap":null,"authors":null,"dei":null,"publiccode":null,"codemeta":null,"zenodo":null,"notice":null,"maintainers":null,"copyright":null,"agents":null,"dco":null,"cla":null}},"created_at":"2025-09-22T17:39:30.000Z","updated_at":"2025-09-22T19:23:07.000Z","dependencies_parsed_at":"2025-09-22T21:29:20.512Z","dependency_job_id":null,"html_url":"https://github.com/arun-data-analyst/finance-reporting-sql","commit_stats":null,"previous_names":["arun-data-analyst/finance-reporting-sql"],"tags_count":null,"template":false,"template_full_name":null,"purl":"pkg:github/arun-data-analyst/finance-reporting-sql","repository_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/arun-data-analyst%2Ffinance-reporting-sql","tags_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/arun-data-analyst%2Ffinance-reporting-sql/tags","releases_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/arun-data-analyst%2Ffinance-reporting-sql/releases","manifests_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/arun-data-analyst%2Ffinance-reporting-sql/manifests","owner_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners/arun-data-analyst","download_url":"https://codeload.github.com/arun-data-analyst/finance-reporting-sql/tar.gz/refs/heads/main","sbom_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/arun-data-analyst%2Ffinance-reporting-sql/sbom","scorecard":null,"host":{"name":"GitHub","url":"https://github.com","kind":"github","repositories_count":278305345,"owners_count":25965168,"icon_url":"https://github.com/github.png","version":null,"created_at":"2022-05-30T11:31:42.601Z","updated_at":"2022-07-04T15:15:14.044Z","status":"online","status_checked_at":"2025-10-04T02:00:05.491Z","response_time":63,"last_error":null,"robots_txt_status":"success","robots_txt_updated_at":"2025-07-24T06:49:26.215Z","robots_txt_url":"https://github.com/robots.txt","online":true,"can_crawl_api":true,"host_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub","repositories_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories","repository_names_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repository_names","owners_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners"}},"keywords":["data-analysis","data-modeling","data-quality","database","finance","kpi","portfolio-management","powerbi","sql","sql-server","ssms"],"created_at":"2025-10-04T11:29:59.892Z","updated_at":"2025-10-04T11:30:07.101Z","avatar_url":"https://github.com/arun-data-analyst.png","language":"TSQL","funding_links":[],"categories":[],"sub_categories":[],"readme":"# Finance Reporting (SQL + SSMS)\n\nThis end‑to‑end SQL portfolio project demonstrates **schema design**, **idempotent seeding**, **validation and data‑quality checks** and **business insights** for a portfolio‑finance use case. The goal is to create a reliable database foundation that can feed reporting tools like Power BI.\n\n\u003e **Tech:** Microsoft SQL Server Management Studio (SSMS).\n\u003e **Scope:** Projects, managers, budgets, spend logs, milestones, forecasts, purchase orders and completion status.\n\n## 💂 Repository Structure\n\n```\nFinance-Reporting-SQL/\n├── sql/\n│   ├── 01_create_database.sql\n│   ├── 02_create_table.sql\n│   ├── 03_insert_data.sql\n│   ├── 04_validation_checks.sql\n│   ├── 05_data_quality_checks.sql\n│   └── 06_business_queries.sql\n├── erd/\n│   └── finance_reporting.png   # ERD exported from Lucidchart\n├── docs/\n│   └── kpi_reference_explainer.md\n├── LICENSE\n└── README.md  # Project overview (this file)\n```\n\n## 🚀 Quickstart\n\n1. Open **SSMS** and connect to your SQL Server instance.\n2. Run the scripts in the following order (they are **idempotent** — safe to re‑run):\n   1. `sql/01_create_database.sql` – creates the `FinanceReporting` database.\n   2. `sql/02_create_table.sql` – creates all tables \u0026 constraints.\n   3. `sql/03_insert_data.sql` – seeds a realistic demo dataset (~50 projects, managers, spend, milestones, forecasts, POs, completion and KPI glossary).\n   4. `sql/04_validation_checks.sql` – referential \u0026 logic checks.\n   5. `sql/05_data_quality_checks.sql` – duplicate, null and outlier checks (designed to return **no rows** if clean).\n   6. `sql/06_business_queries.sql` – business analysis queries and **KPI views** ready for BI tools.\n\n## 🔧 Data Model (ERD)\n\n![ERD](erd/finance_reporting.png)\n\n**Entities:** `manager`, `project`, `spend_log`, `milestone`, `forecast`, `purchase_order`, `project_completion` and `kpi_reference`.  The `kpi_reference` table is intentionally standalone as a glossary of KPI definitions and targets.\n\n## 📈 Sample KPI Queries\n\n\nAfter running `06_business_queries.sql`, the database exposes several reusable views.  Here’s an example of how to inspect projects staying within their approved budgets:\n\n```sql\nSELECT project_id,\n       project_name,\n       budget,\n       spend_to_date,\n       CASE WHEN spend_to_date \u003c= budget THEN 'On budget' ELSE 'Over budget' END AS budget_status\nFROM v_BudgetUtilization;\n```\n\nThese views feed directly into Power BI dashboards for real‑time portfolio monitoring.\n\n## ✅ Data Quality \u0026 Trust\n\n- `04_validation_checks.sql` verifies referential integrity, date ranges and other invariants.\n- `05_data_quality_checks.sql` inspects duplicates, nulls and improbable values; it is designed to return **no rows** if the data is clean.\n\n## 🔎 What This Demonstrates\n\n- **Schema design** with clear accountability and analysis tables.\n- **Idempotent DDL/DML** with readable prints and safeguards.\n- **Validation \u0026 quality** checks for trustworthy analytics.\n- **Business queries \u0026 KPI views** that plug directly into BI tools.\n- **Polished ERD and documentation** for non‑technical audiences.\n\n## 🚃 Roadmap\n\nFuture improvements may include:\n\n- Adding `kpi_result` or `project_kpi` tables to store KPI values over time.\n- Introducing earned value and benefit‑realisation tables (CPI/SPI/ROI).\n- Implementing indexes and performance tuning as the dataset scales.\n\n## 👤 Author \u0026 Acknowledgments\n\n**Arun Acharya**  – *Data Analyst (Ottawa, Canada)*\n\nThis project is open‑sourced under the **MIT License**.  Some parts of the SQL scripts were generated with the assistance of OpenAI Codex, but all scripts were reviewed, refined and finalised by Arun Acharya.\n\n---\n\n*If you build upon this project or have suggestions, feel free to open an issue or connect with me on [LinkedIn](https://www.linkedin.com/in/arun-acharya-26077a362).* \n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Farun-data-analyst%2Ffinance-reporting-sql","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Farun-data-analyst%2Ffinance-reporting-sql","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Farun-data-analyst%2Ffinance-reporting-sql/lists"}