Data Integration Standard

Issued by: Data & Analytics TeamApplies to: All data integrations, pipelines, and views entering or leaving the Data WarehouseStatus: Approved DraftDate: [Insert Date]Version: 1.0 1. Purpose This standard defines the structure and principles for integrating data from source systems—including ERP (IFS), Dynamics 365, Power Apps, and SharePoint—into the enterprise Data Warehouse. It ensures that data … Read more

Power BI guide: managing the current views & a simple pivot pattern

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

Playbook: DataMart & Reporting Development Process

This process explains how Data Engineering (DE) and Analytics Reporting (A) work together to turn a business need into a trusted, production-ready report. It’s designed for non-technical managers: no jargon, just what happens, who’s responsible, and what the outcomes are. Phase 0: Definition – Ground Zero PurposeLay the foundation before vision-shaping begins. Ensure clarity on … Read more

Personal Playbook: Shiny Keys Mindset 

I thrive where challenge, novelty, and passion meet. I learn visually and by doing things myself. Engagement is key for me – if my brain isn’t bought in, it can’t focus on the task. Guide me with clarity of purpose, insight, novelty and challenge and I’ll deliver energy, creativity, and continuous improvement.  🧩 How I Work Best  … Read more

Personal Playbook: Shiny Keys Mindset

I thrive at the intersection of curiosity, novelty, and real-world value, but I also perform best when work is structured, collaborative, and purposeful.Exploration and improvement energise me, yet clarity of expectations and harmony in the team keep me focused.Guide me with clarity of purpose, and I’ll deliver energy, creativity, and continuous improvement. 🧩 How I … Read more

CDM Migration Playbook

Purpose This playbook guides the phased migration from existing DataMart views (202409) to CDM-standard views, including core, meta (dates, codes, values), and item tables. It supports the transition to IFS Cloud and ensures a consistent, scalable data model across all domains. MVP Scope Domains required for MVP: Phased Delivery Approach Phase 1: Live Data Seeding … Read more