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The Governed Semantic Layer Checklist

The contract a metric needs before two dashboards are allowed to show it. Twelve checks. If a metric fails any of the first four, it is not ready to be on a slide.

Open the template

At a glance

Time
One working session per metric
Who runs it
The metric’s owner, and whoever builds the reports that show it
You leave with
  • The metric’s contract, written down in one place
  • Whether it is ready to be on a slide
  • The gaps to close before a second dashboard shows it

How it works

Read this first. Then fill it in.

Best run with the metric’s owner, and whoever builds the reports that show it.

A semantic layer is not a feature that comes with a BI tool. It is an organisational agreement: what the number means, who owns that meaning, which source may compute it, and what happens when someone wants to change it.

The four checks that bite

  1. A named owner with the authority to refuse a change.
  2. One allowed source of record, rather than whichever warehouse table is convenient.
  3. A written definition a new hire can apply without a hallway conversation.
  4. A change log. If the definition moved last quarter and nobody can say why, it is not a contract.

Eight more, where two ‘revenue’ numbers quietly become four

  1. Grain. The level the metric is counted at (deal, account, order line) is written down.
  2. Which date counts. Created, closed, booked or recognised, and in which time zone.
  3. Currency. Which rate applies, taken on which date, for anything not in the base currency.
  4. Late data. What happens when a record arrives after the period closed, and whether past numbers restate.
  5. Exclusions. Returns, credits, internal accounts, test data or renewals, whichever apply, listed by name.
  6. Known variants. Every other number people call by the same name, and how each one differs.
  7. Where it is used. The meetings, reports and compensation plans that depend on it.
  8. How it changes. Who proposes a change, who approves it, and how long the old and new versions run side by side.

Run the checklist once per metric. If it fails any of the first four, it is not ready to be on a slide: without an owner, one source, a written definition and a change log there is nothing to agree on. The other eight are where it drifts. Close those before a second dashboard shows it.

Before you run it

What does a metric need before it goes on a slide?

The first four checks: a named owner who can refuse a change, one allowed source of record, a written definition a new hire can apply, and a change log.

How long does the checklist take?

One working session per metric, with the metric’s owner and whoever builds the reports that show it.

Do we need a semantic layer tool to use it?

No. The checklist is the agreement. A tool can hold the contract once it exists, but it cannot write it for you.

The template

Check one metric. Twelve checks.

Everything you type stays in this browser tab. Nothing is sent or saved, so print it or save it as a PDF before you close the page.

0 of 12 answered

The four that bite

Fail one and it is not ready

  1. Named owner

    A named person with the authority to refuse a change.

    Is “Named owner” in place?
  2. One source of record

    One allowed source, not whichever warehouse table is convenient.

    Is “One source of record” in place?
  3. Written definition

    A definition a new hire can apply without a hallway conversation.

    Is “Written definition” in place?
  4. Change log

    When the definition last moved, why, and who approved it.

    Is “Change log” in place?

Eight more

Where it quietly drifts

  1. Grain

    The level it is counted at (deal, account, order line) is written down.

    Is “Grain” in place?
  2. Which date counts

    Created, closed, booked or recognised, and in which time zone.

    Is “Which date counts” in place?
  3. Currency

    Which rate applies, taken on which date, for anything not in the base currency.

    Is “Currency” in place?
  4. Late data

    What happens when a record arrives after the period closed, and whether past numbers restate.

    Is “Late data” in place?
  5. Exclusions

    Returns, credits, internal accounts, test data or renewals, whichever apply, listed by name.

    Is “Exclusions” in place?
  6. Known variants

    Every other number people call by the same name, and how each one differs.

    Is “Known variants” in place?
  7. Where it is used

    The meetings, reports and compensation plans that depend on it.

    Is “Where it is used” in place?
  8. How it changes

    Who proposes a change, who approves it, and how long old and new run side by side.

    Is “How it changes” in place?

Readout

Answer the checks above and the readout appears here. A check you skip is not counted either way.

Work with me

Found a number nobody owns? Bring it to a call.

A free 30-minute call with Yagnesh. You'll find out if the problem is the data, the definition or who owns it.