Across our Business Opportunity data marts, we request information in five broad categories. These allow us to report pipeline health, opportunity quality, value, customer context, and alignment with programmes and sales structures. 1. Core Identifiers These are essential keys that allow us to uniquely link and track opportunities across systems. These form the backbone for … Read more
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
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
Purpose This view brings together customer feedback from multiple sources into a single, consistent structure — helping teams understand satisfaction trends, sentiment, and consent status across the customer journey. It supports unified reporting of Net Promoter Score (NPS), customer comments, and response context (such as project or milestone), giving a clear view of how customers … Read more
Purpose This view supports workforce capability management and planning by providing consistent, up-to-date insight into employee skills, certifications, and team structures. It enables HR, project managers, and business leaders to make better decisions about deployment, development, and compliance. Use Case Suggested dashboard insights: Source Primary Source(s): Load Path SkillsBase API (2FactAuth) → (ADF Pipeline) → … Read more
Purpose Produces attribute‑level metadata for people and skills sourced from skl.people and augmented with IFS person/employment lookups. Attributes include EMAIL, ID, TEAM_ID, ROLE_ID, LOCATION_ID, DOMAIN, and recent assessment dates. The view follows the CDS object + meta_codes pattern: the item is the Employee object and each row represents a single coded attribute/value, normalised for downstream … Read more
<Domain.Object_ViewName> Template note: Replace all <placeholders> with your content. Keep sections, even if marked “N/A”, so views stay consistent across the Common Data Standard (CDS). Purpose A concise paragraph stating why this view exists and how it aligns to the CDS item & values table pattern. Mention the primary decision/use it supports. Example prompt: “This … 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