Purpose This view supports financial control and transparency by standardising balance-level data for consistent reporting and reconciliation. It helps finance and business leaders understand balance movements, inter-company positions, and the relationship between projects, programmes, and cost centres. Use Case Suggested dashboard insights: Source Integration with Dimension / Reference Tables Joins used (per SQL): (none in … Read more
Purpose This view provides a clear and consistent way to analyse individual General Ledger transactions across the organisation. It breaks each posting down into structured attributes — such as journal, project, programme, or inter-company activity — so that financial movements can be explored, reconciled, and connected to operational detail. Use Case Suggested dashboard insights: Source … Read more
Purpose This view provides a consistent and detailed picture of General Ledger activity across the organisation. By standardising ledger attributes and dimensional codes, it enables reliable analysis of financial movements, balances, and reconciliations — all within a single, governed structure. This view supports finance and audit teams in maintaining clarity and confidence in financial data. … Read more
Additions Customer Details & Project Details APC Alterations General Ledger Transaction Customer Details (CAD & USD) Business Opportunity Dates (Busopp Dates) Notes The following SQL scripts have been modified and differ from previous versions: There were additional alterations to cdm to support transaction error logging 1. ⚠️ DIFFERENT: create_table_comment.sql2. ⚠️ DIFFERENT: create_table_log.sqlSource ID altered to … Read more
Commercially sensitive data includes any information that, if compromised, lost, or disclosed without authorisation, could cause moderate financial, competitive, reputational, or operational harm to the organisation. Handling such data requires additional care to ensure compliance with internal policies, contractual obligations, and regulatory requirements. 1. Key Characteristics of Commercially Sensitive Data Commercially sensitive data typically falls … Read more
Purpose General Ledger Period Budget Use Case Owner: Soon TanTypical Use Case: General Ledger Period BudgetStyle: Fact Source Key Parameters CompanyLedger_ID (Created)PRUProject_IDAccount_ID Sample Exec Response SEQ Dates Measures Codes SQL
Purpose General ledger Transaction Use Case Owner: Soon TanTypical Use Case: General ledger TransactionStyle: Fact Source Key Parameters CompanyLedger_ID (Created)PRUProject_IDAccount_ID Sample Exec Response SEQ Dates Measures Codes SQL
Purpose General Ledger Project Balance Use Case Owner: Soon TanTypical Use Case: General Ledger Project BalanceStyle: Fact Source Key Parameters CompanyLedger_ID (Created)PRUProject_IDAccount_ID Sample Exec Response SEQ Dates Measures Codes SQL
Purpose General Ledger Balance Set Use Case Owner: Soon TanTypical Use Case: General Ledger Balance SetStyle: Fact Source Key Parameters CompanyLedger_ID (Created)PRUProject_IDAccount_ID Sample Exec Response SEQ Dates Measures Codes SQL
Purpose Provides Fact Data Use Case Owner: Soon TanTypical Use Case: General Ledger BalanceStyle: Fact Source Key Parameters CompanyLedger_ID (Created)PRUProject_IDAccount_ID Sample Exec Response SEQ Dates Measures Codes SQL