📝 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 ✅ Use Cases 🧱 Structure Each row in the view corresponds to a … Read more
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
Alterations Business Opportunity Reporting with APAC The team are delighted to inform you that the current Opportunities from APAC are now available in PRD and can be reported upon I have crafted a report for your perusalhttps://app.powerbi.com/groups/5875d12b-85b8-434f-a42b-4d473cb8afe0/reports/573c53a0-cb82-4c98-a3c1-7d90c374ad0d/ReportSection?experience=power-bi Notes 1. ⚠️ DIFFERENT: busopp_details_APC.sql2. ⚠️ DIFFERENT: busopp_details_plus.sql3. ⚠️ DIFFERENT: busopp_details_plus_APC.sql4. ⚠️ DIFFERENT: busopp_value.sql5. ⚠️ DIFFERENT: busopp_value_APC.sql Total … Read more
Purpose The Business Opportunity Dates view is designed to consolidate and standardise key date attributes related to business opportunities within the organisation. The Business Opportunity Dates view plays a critical role in tracking, analysing, and forecasting opportunity lifecycle events. By consolidating multiple date fields into a single structured dataset, it ensures better visibility, consistency, and … Read more
Purpose for Live order intake and Pipeline Review Business Opportunity Line Details Use Case Owner: Soon TanTypical Use Case: Live order intake and Pipeline ReviewStyle: Tailored Fact Based on mvw.busopp_details_plus DataMarts CompanyCustomerBusiness Opportunity Source From Where Sample Exec Response SQL
Purpose The Common View for Employee Details. It provides dimension attributes essential for data segmentation of Employee data. It is accessible to multiple departments and systems across the organisation. An extension of BusOpp.Details Use Case Owner: Martyn ColeTypical Use Case: It provides dimension attributes essential for data segmentationStyle: Dimension, meaning a single row per Business Opportunity No. Source … Read more
Purpose for Live order intake and Pipeline Review Single row (Summary Header) per Business Opportunity Use Case Owner: Soon TanTypical Use Case: Live order intake and Pipeline ReviewStyle: Tailored Fact Based on mvw.busopp_details_plus Source FROM WHERE src.[STATE] not in (‘Closed’,’Cancelled’) Parameters CompanyCustomerBusiness Opportunity Sample Exec Response SQL
Purpose The Common View for Business Opportunity Details, excluding dates or measures, acts as a unified and reliable source for data on business opportunities. It is accessible to different departments and systems across the organisation. This view supports integration with fact tables for reporting and analysis and provides a limited set of dimension attributes. Use … Read more
Purpose The Business Opportunity (Line) Value fact table is designed to display quantitative data related to individual line items of business opportunities. This table integrates with dimension tables, such as BusOpp.Details and Client/Cutomer_Details, to provide insight into potential revenue, sales pipeline, and opportunity management. The primary purpose is to support sales and business development analysis … Read more
Purpose The Project.Details_Plus dimension table provides an extended view of project details, offering a comprehensive set of attributes essential for data segmentation and analysis. This table consolidates information relevant to various aspects of project management, including project identification, attributes, codes, dates, and manager details. It integrates seamlessly with fact tables and other dimensions to support … Read more