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
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
📘 Purpose This page provides an overview of the product-related data views based on OCNS and CEFAS environmental regulatory sources. These views support reporting, environmental compliance, and substitution warning analysis across various product categories. 🔍 Use Cases 🗂️ DataViews Summary The following views are published within the cefas schema: DataView Name Category Description Notes / … Read more
📝 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
🧾 Overview This view provides attribute-level values related to employee absence and leave entitlements, enabling structured DataMart-level analysis across both transactional absence events and annual entitlement summaries. 📚 Description The Employee Item Codes Absence view translates raw absence and entitlement data into attribute-coded rows that support dimensional modelling. Each row identifies: 🏗️ Source Tables 📦 … Read more
Purpose This view is part of the Common Data Standard, following an item and codes style table structure, ensuring consistency in data modelling across financial and operational datasets.The Employee Item Codes Expense view provides structured details on the various codes associated with employee expense items. It captures key attributes such as expense type, cost centre, … Read more
Purpose This view is part of the Common Data Standard, following an item and values style table structure, ensuring consistency in data modelling across financial and operational datasets.The Employee Item Value Expense view provides detailed information about individual expense items attributed to employees. It captures various expense attributes, including expense type, gross pay amount, and … Read more