cdm__Archive_upsert

Overview The cdm__Archive_upsert notebook is designed to help keep accurate historical records of data. It implements a technique called Slowly Changing Dimension Type 2 (SCD2), which means instead of overwriting old information, it creates a timeline of changes so you can see what was true at any point in time. This method ensures that previous … Read more

Refresh SQL Endpoint Metadata

When working with Microsoft Fabric, one common challenge is keeping the SQL endpoint in sync with the Lakehouse endpoint after a pipeline run. Fabric provides two endpoints for every Lakehouse: Why does the SQL endpoint sometimes lag? The SQL endpoint doesn’t automatically refresh its metadata the moment new data lands in the Lakehouse. Instead, a … Read more

Gen2 Dataflow Pattern

SharePoint list → cleaned, flat, ISO-dated table A reusable Power Query (M) snippet for Dataflows Gen2 that: When to use: Landing SharePoint list data into a Bronze/Silver layer (Fabric/Synapse/SQL) where flat, predictable schemas, text-formatted dates, and stable column names are preferred. Full code (drop-in) Step-by-step Customisation points Validation checklist Troubleshooting Notes

Proposal: Dual-Head Leadership Model for Data & Analytics

Purpose To provide a clear, sustainable leadership structure for the Data & Analytics function by separating accountability for: while maintaining shared ownership of standards and governance. This model is intended to: Context The Data & Analytics function currently spans: These responsibilities place competing demands on a single leadership role: To reduce strain and increase effectiveness, … Read more

Head of Reporting & Analytics Delivery (Grade 5)

Role Purpose The Head of Reporting & Analytics Delivery provides leadership for the organisation’s reporting, analytical outputs, and stakeholder-facing data products. The role exists to ensure that: The role focuses on: Scope and Impact The role: The Head of Reporting & Analytics Delivery operates with: Key Responsibilities (SFIA-8 Aligned) Strategy and Direction (SFIA: Information Strategy, … Read more

Release 81

Weekly Release Note – Week Ending 03 November 2025 New Views project_meta_codes_pmn A new DataMart view based on data sourced from the SharePoint List PMN, processed via a GEN2 Dataflow to the Bronze layer.🔗 View Documentation This view enables portfolio and project management insights by transforming Project Manager Narratives (PMNs) into a structured, analysable format. … Read more

🧩 Function: UrlEncode

Category: Utility Functions → String & EncodingAuthor: Data EngineeringLanguage: Power Query (M)Purpose: Converts a text string into a URL-safe format by encoding non-alphanumeric characters as percent-encoded hexadecimal values (%XX).Compatibility: Power BI, Excel Power Query, and Fabric Dataflows (Gen2) 📝 Description UrlEncode transforms text into a format suitable for inclusion in URLs or API query strings.All … Read more

GeneralLedger.Item_Codes_Balance

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

GeneralLedger.Item_Codes_Transaction

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

GeneralLedger.Meta_Codes_Details

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