Release 81

Weekly Release Note – Week Ending 03 November 2025

New Views

project_meta_codes_pmn

A new DataMart view based on data sourced from the SharePoint List PMN, processed via a GEN2 Dataflow to the Bronze layer.
πŸ”— View Documentation

This view enables portfolio and project management insights by transforming Project Manager Narratives (PMNs) into a structured, analysable format. It helps decision-makers identify recurring risks, schedule pressures, and delivery challenges across active projects. By standardising commentary and linking it to project data, it supports consistent reporting, trend analysis, and responsible handling of sensitive information.

General Ledger Views

A comprehensive update introducing a new suite of General Ledger DataMart views, improving consistency and clarity of financial data:

  • generalledger_item_codes_transaction (renamed from generalledger_item_codes_gltransaction)
  • generalledger_item_dates_transaction
  • generalledger_item_values_balance
  • generalledger_item_values_transaction
  • generalledger_item_codes_balance

These views provide a structured representation of General Ledger transactions, enabling detailed financial analysis across journals, projects, programmes, and inter-company activities. They support reconciliation and linkage to operational datasets, offering a unified framework for understanding financial movements.


Updated Views

busopp_meta_codes

Minor update to correct mixed-case issues in alias parameters.

dates_mydate, dates_DIM_DATE, dates_DIM_DATE_202409, dates_period

Minor fix to ensure correct identification of the tvf.DateTable function, addressing schema recognition within OPENROWSET references.


Summary:
This release delivers an enhanced framework for project narrative analysis, improved financial transaction reporting through the new General Ledger suite, and stability fixes for date-related functions.

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