Covers all stages of customer acquisition and order-to-cash pipeline.
Purpose The purpose of these queries is to streamline the integration and transformation of marketing and campaign data from multiple sources into a unified format. These Power Query scripts address various types of campaign-related data—ranging from email campaigns, social media posts, and advertising, to events, page performance, and form submissions. Process
Purpose The purpose of these queries is to streamline the integration and transformation of marketing and campaign data from multiple sources into a unified format. These Power Query scripts address various types of campaign-related data—ranging from email campaigns, social media posts, and advertising, to events, page performance, and form submissions. Process
Purpose The purpose of these queries is to streamline the integration and transformation of marketing and campaign data from multiple sources into a unified format. These Power Query scripts address various types of campaign-related data—ranging from email campaigns, social media posts, and advertising, to events, page performance, and form submissions. Process Source Selection: The query … Read more
Purpose To provide a SharePoint list designed to map the source field names (attributes) with the corresponding target report column names. Data Fields Field Name Description Attribute Name The exact name of the field as it appears in the data source. Platform The name of the data source route (e.g., CRM, Website Analytics, etc.). Label … Read more
Purpose Customer Invoice, provides high-level invoice details primarily focused on essential customer and financial information. It is structured to include invoice metadata, billing details, amounts, and various identifiers. The view originates from multiple snapshots and iterations, with each change tracked meticulously to support functionality and flexibility for different reporting and integration requirements. Use Case Owner: Soon … Read more
Purpose The Customer Order Line view provides essential details for individual order lines within customer orders. It serves as a granular component, detailing each line item’s specifics, such as quantity, pricing, revenue, dates, and relevant codes. Designed to align closely with the Customer Order view, this view enables precise tracking of each line item in … 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