Managing Change in the Data Warehouse Without Breaking Reports

Making changes in a data warehouse is unavoidable. Business definitions evolve, data models improve, and naming conventions change. However, uncontrolled changes to views or tables can easily break live reports, especially when those objects are already being consumed by Power BI, Excel, APIs, or downstream models. This article describes how we manage change safely, using … Read more

CDM Table Taxonomy Note

A practical classification standard for reusable data views Purpose This taxonomy provides a consistent way to classify tables/views within the Common Data Model (CDM). It separates: The goal is clarity, scalability, and predictable design across domains such as Order, Project, Employee, Invoice, Customer, and Person. 1. Core Principle Core identifies, Meta describes, Item records, Event … Read more

Release 95

This release materially strengthens the platform by: 1. Catalogue & Metadata-Driven Pipeline Foundations 2. Enterprise Domain Expansion 3. Sustainability & Compliance Enhancements 4. Employee Domain Standardisation (UKS Alignment) Renamed and aligned all Employee views to UKS versioning: Key Changes 5. Resource Domain – Activity Model Refactor New views introduced: Change Summary 6. Identity Domain – … Read more

Sustainability Item_Values CO2factor

Overview sustainability.item_values_co2factor provides a structured, item-value representation of greenhouse gas (GHG) conversion factors used for carbon reporting. The view standardises UK Government conversion factor data into a consistent CDM-aligned format, enabling emissions calculations to be performed in a repeatable and governed way across reporting and analytics. It forms a foundational dataset for sustainability, emissions tracking, … Read more

Compliance Item Codes OSH

Overview Compliance.item_codes_osh provides a structured, business-ready item code view of OSH incident and safety form records. It consolidates form-level and location-related attributes from the source OSH records into a single consistent pattern so that incident, safety, and compliance information can be queried in the same way as other itemised CDM-style views. This view is designed … Read more

Resource Item_Values Activity

Overview The resource.item_values_activity view provides a structured, item-level representation of planned resource effort, linking employees to project activities through planned hours. It expresses resource planning as measurable activity, enabling clear visibility of how effort is distributed across projects, activities, and time-based snapshots. Purpose This view standardises planned resource effort into the CDM item_values pattern, allowing: … Read more

Accounts Receivable item_values Receipts

Overview The AccountsReceivable.item_values_receipts view provides a structured, line-level representation of how customer receipts are applied within Accounts Receivable. It exposes the financial impact of payments across ledger items, including settlement behaviour, adjustments, and associated financial movements. This view enables a transparent understanding of how incoming cash is allocated against customer balances, supporting reconciliation, audit, and … Read more

Person Meta_Dates

Overview The Person Meta Dates view provides a structured temporal layer for the Person domain, representing key date-based attributes associated with a canonical PERSON_UID. It captures assignment-related validity and lifecycle dates in a consistent CDM meta format, enabling controlled and interpretable time-based analysis of person-level context. This view complements: Purpose Key Features 1. Structured Date … Read more

Person Meta_Codes

Overview The Person Meta Codes view provides a governed and curated attribute layer for the Person domain, representing identity, linkage, restricted classification, and limited mirrored assignment context for each canonical PERSON_UID. This view extends person.core_details by introducing structured attributes using the CDM meta pattern, enabling controlled person-based reporting and cross-system identity linkage. It is designed … Read more