FIELD NOTES / SumiCo Data

Better questions.
Clearer decisions.

Practical notes on reporting, source data and the small decisions that make a useful system. Start with the question your team is facing.

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THE NOTEBOOK

Ideas you can put to work.

2026-04-10·5 min read

How to send a data export without sending your whole business

What a diagnostic actually needs, which columns to strip first, and why a sample beats a full dump every time.

Getting started

2026-04-02·5 min read

Row-level security, explained without the jargon

How the owner sees everything and a sales lead sees only their own rows, and what it actually costs to set up.

Power BI

2026-03-25·7 min read

The four numbers a construction owner checks first

Certified, invoiced, collected and retained, and the margin per project sitting underneath all four of them.

Construction

2026-03-18·6 min read

Why your two companies disagree about revenue

Intercompany invoices, different recognition dates, and what the consolidated revenue number should actually look like.

Consolidation

2026-03-10·6 min read

What a 13-week cash flow actually predicts, and what it does not

Where the 13-week view earns its keep, and where owners expect prophecy from a tool that was never built to give it.

Finance

2026-03-02·6 min read

Excel is not the problem, the seventh copy of it is

Companies do not drown in Excel. They drown in versions of the same file. What that actually costs, and the smallest fix that works.

Data quality

2026-02-20·7 min read

Consolidating a group with four companies

What actually has to happen to turn four separate sets of books into one trustworthy group picture, and where groups usually get stuck.

ConsolidationGroup reporting

2026-02-03·5 min read

Your data is messier than you think, and that is normal

Almost every company believes its own data is unusually bad. It rarely is. Here is what messy data actually looks like, and why it is not a reason to wait.

Data qualityPower BI

2026-01-15·6 min read

What a Power BI project actually costs

A breakdown of where the money in a Power BI project actually goes, and why two projects that look similar can price so differently.

PricingPower BI

Better questions.Clearer decisions.