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
DataMart views changed since 01-Oct-2025. Executive summary New views Renamed / globalised Downstream dependencies: Corrections Improvements to source identification & aliasing Purpose: Ensure tables are identified using their non-dollar names for lineage and metadata consistency. Change pattern:'{“Source”:”ifs.[QFACT_BMT_DWH_INVOICE_TAB_IAS$]”}’ as SOURCE_SYSTEM→'{“Source”:”ifs.[QFACT_BMT_DWH_INVOICE_TAB_IAS]”}’ as SOURCE_SYSTEM Views updated: Global query structure change (Beta & 202409 queries) Adopted a consistent CTE … Read more
Purpose:To run the stored procedure get.myArchive from Power BI for a series of previous Sundays (for example, the last six Sundays), and optionally combine or parameterise the results. 🧭 Background The get.myArchive procedure is designed to retrieve snapshot data for a specified date.By default, Power BI passes a single date parameter such as: However, when … Read more
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
This note explains how to turn the current views (wide–from–tall) into a report‑friendly table using Power Query (recommended) or DAX. It covers two common layouts: It also shows how to extract a human‑readable Description from the JSON in VALUE_METADATA. Source schema (tall, meta-driven) Expected columns: Assumption: Each (OBJECT_SEQ, [META_TYPE], ATTRIBUTE) appears at most once for … Read more
Should We Reuse Standard Dynamics 365 / Dataverse Tables for Our In‑House Apps? 1) Why We’re Talking About This We’re starting an important conversation: when we build apps internally, should we lean on the standard tables already in Dynamics 365 / Dataverse (like Account, Contact, Opportunity, Project), or should we keep spinning up new SharePoint … Read more
This release delivers the first CDM-compliant Customer Satisfaction view, bringing together legacy CSMS and Customer Thermometer data, with extensions for Dynamics data planned next. Work has also begun to align General Ledger reporting to CDM standards, focusing only on the two views required for finance. In addition, improvements have been made to Customer Orderline reporting, … Read more
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