Project.Meta_Codes_PMN

Project Managers Narrative Purpose This view supports a range of portfolio and project management insights, helping decision-makers understand delivery health and emerging risks across all active projects. It transforms Project Manager Narratives (PMNs) into a structured, analysable format, making it easier to identify recurring risks, schedule pressures, and delivery challenges. By standardising how commentary is … Read more

Common Data Model (CDM): Structure & Query Guide

How to query a CDM view (Power Query / M) Use the datamart domain value as @dataMart and the view name as @viewName. Naming conventions Sales Pipeline Covers all stages of customer acquisition and order-to-cash pipeline. Marketing (marketing) Activities and campaigns to generate awareness and leads. Collection Definition Views Base views Campaigns, channels, lead gen … Read more

OCNS/CEFAS DataViews

πŸ“˜ Purpose This page provides an overview of the product-related data views based on OCNS and CEFAS environmental regulatory sources. These views support reporting, environmental compliance, and substitution warning analysis across various product categories. πŸ” Use Cases πŸ—‚οΈ DataViews Summary The following views are published within the cefas schema: DataView Name Category Description Notes / … Read more

BusOpp.Codes

πŸ“ Description This view provides a structured metadata representation of Business Opportunities (BusOpp), transforming source data into a JSON-like attribute-value format. It supports consistent reporting and simplifies analytics by organising attributes under clear META_TYPE categories like OPPORTUNITY, STATUS, and SALES. 🎯 Purpose βœ… Use Cases 🧱 Structure Each row in the view corresponds to a … Read more

Person.Item_Codes_Absence

🧾 Overview This view provides attribute-level values related to employee absence and leave entitlements, enabling structured DataMart-level analysis across both transactional absence events and annual entitlement summaries. πŸ“š Description The Employee Item Codes Absence view translates raw absence and entitlement data into attribute-coded rows that support dimensional modelling. Each row identifies: πŸ—οΈ Source Tables πŸ“¦ … Read more

Employee.Item_Codes_Expense

Purpose This view is part of the Common Data Standard, following an item and codes style table structure, ensuring consistency in data modelling across financial and operational datasets.The Employee Item Codes Expense view provides structured details on the various codes associated with employee expense items. It captures key attributes such as expense type, cost centre, … Read more

Employee.Item_Values_Expense

Purpose This view is part of the Common Data Standard, following an item and values style table structure, ensuring consistency in data modelling across financial and operational datasets.The Employee Item Value Expense view provides detailed information about individual expense items attributed to employees. It captures various expense attributes, including expense type, gross pay amount, and … Read more

Release 59

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

get.myArchive

Purpose The get.myArchive stored procedure is designed to retrieve archived data from a specified DataMart view, allowing for historical analysis and structured retrieval. The procedure integrates data retrieval logic, version control, and debugging capabilities to ensure flexible and efficient access to archived data. Key Features Workflow Use Case This procedure is ideal for historical data … Read more

Infrastructure.OSHrecords

Purpose The Infrastructure.OSHrecords DataMart is designed to provide a structured and centralised repository for occupational health and safety (OHS) records sourced from the myOSH system via API exports. This DataMart enables efficient reporting, compliance tracking, and analysis of safety-related incidents, risk assessments, and other regulatory documentation. By transforming the raw API data into a well-structured … Read more