Release 61

Additions Common Data Model New Common Data Model (CDM) views have been introduced, conforming to the latest standard: Employee Domain Customer & Supplier Domains Project Domain These views establish a consistent and scalable approach to data modelling across core business domains, streamlining downstream reporting and integration. CDM Functions Key functions have been revised to support … Read more

Release 60

Additions 202409 ⚠️ Created:global_company_202409.sql ⚠️ Created:global_organisation_202409.sql⚠️ Created:customer_details_202409.sql Datamart views have been created to ensure a seamless transition for clients migrating from 202404 to 202409, providing a structured and usable view for ongoing data integration. These views have been explicitly versioned with the 202409 signature to: Common Data Standard ⚠️ Created:project_core.sql ⚠️ Created:project_codes.sql ⚠️ Created:employee_item_codes_expense.sql ⚠️ … Read more

Release 59

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

Stripping Tags from Rich Text Imports Using Python

When importing rich text data into a Data Warehouse (DWH), it’s often necessary to remove unwanted HTML tags while preserving essential formatting. This guide outlines a method using Python’s BeautifulSoup library to clean and structure the data efficiently. Why Strip HTML Tags? Rich text from sources like web applications, CMS platforms, and APIs often includes … Read more

Release 58

Additions Customer Details USD ✅ New Addition customer_details_USD – Part of the CAD/USD series of changes.⚠️ Contains Created (Hash) Customer IDs – This will be corrected in the next release. Considerations & Next Steps 🔹 Customer ID Fix Pending – Plan for a smooth transition when correcting the Customer ID field.🔹 UNION-based “mega” list for … Read more

Release 57

Alterations 15 Files Modified Key Fixes & Enhancements Notes 1. ⚠️ DIFFERENT: employee_absencelimit.sql2. ⚠️ DIFFERENT: infrastructure_changerequest.sql3. ⚠️ DIFFERENT: infrastructure_oshrecords.sql4. ⚠️ DIFFERENT: marketing_Advertising.sql5. ⚠️ DIFFERENT: marketing_campaignTraffic.sql6. ⚠️ DIFFERENT: marketing_campaignTrafficFormSubmissions.sql7. ⚠️ DIFFERENT: marketing_EmailCampaigns.sql8. ⚠️ DIFFERENT: marketing_Events.sql9. ⚠️ DIFFERENT: marketing_Forms.sql10. ⚠️ DIFFERENT: marketing_HubSpotLandingPages.sql11. ⚠️ DIFFERENT: marketing_Meltwater.sql12. ⚠️ DIFFERENT: marketing_pagePerformance.sql13. ⚠️ DIFFERENT: marketing_pagePerformanceFormSubmissions.sql14. ⚠️ DIFFERENT: marketing_SocialMedia.sql15. ⚠️ DIFFERENT: marketing_ThoughtLeadership.sql … Read more

Release 56

Summary This minor release of some 36 changes to ensure that all view definitions now include an Alias for the table in the FROM clause. These updates are cosmetic in nature and do not impact the performance of the DataViews. Key Updates Impact Next Steps For any queries or issues, please reach out to the … Read more