Skip to content
Sign in
  • There are no suggestions because the search field is empty.

Understanding Investment Tables in Power BI

In this video, we explore how Pereview organizes and uses Investment Dimension Tables in Power BI – and why the model is structured the way it is. 

The investment dimension brings together details like property type, geography, critical dates, ownership, roles, and custom fields – all mapped back to accounting codes. While certain data points (like city or property type) appear to be property-level, they’re surfaced at the investment level to support common reporting needs and follow Pereview’s 80/20 design principle. 

You’ll learn how Power BI handles client-specific customizations – such as renaming fields or adding new ones – and why elements like critical dates or roles live in separate dimensions instead of folders within the investment table. The video also includes a walkthrough of creating a report using standard and custom investment fields, with tips on understanding data repetition, logical vs. physical accounting codes, and how to interpret semicolon-separated ownership lists. 

Whether you’re building reports around asset attributes, ownership, or timelines, this session will help you understand how Pereview makes it easy to manage and visualize investment data at scale.