How to Raise a Change

Continuous improvement depends on clear, well-defined change requests. Whether the request is a small enhancement, a logic correction, or a larger structural improvement, good change information allows the right people to assess, prioritise, and deliver efficiently. Poorly defined requests create delay, rework, and misunderstanding. Well-raised changes move faster. This guide explains how to raise a … Read more

Change Levels Matrix: Choosing the Right Route for Change

Changes to data, reporting, and analytics services vary significantly in complexity and risk. Some are simple service improvements. Others may affect trusted figures, operational decisions, or access to sensitive information. To support timely delivery while maintaining confidence, changes should follow a route proportionate to their impact. This matrix helps classify requests consistently and select the … Read more

Safe Data Explained: How We Change Reporting Responsibly

Modern reporting environments need to improve continuously. New requirements emerge, defects are identified, source systems evolve, and opportunities to simplify or optimise are found every week. Not every change carries the same level of risk. Changing a label on a report is not the same as changing revenue logic. Improving performance is not the same … Read more

Release 96

A strong week of structural improvement, model refinement, and practical fixes across the Common Data Model. The focus has been on better relationship modelling, clearer taxonomy, stronger export readiness, and higher-quality project transaction data. πŸš€ Major Enhancement: New Bridge Table Type Introduced The new Bridge table type has now been extended into production-ready use cases, … Read more

Managing Change in the Data Warehouse Without Breaking Reports

Making changes in a data warehouse is unavoidable. Business definitions evolve, data models improve, and naming conventions change. However, uncontrolled changes to views or tables can easily break live reports, especially when those objects are already being consumed by Power BI, Excel, APIs, or downstream models. This article describes how we manage change safely, using … Read more

CDM Table Taxonomy Note

A practical classification standard for reusable data views Purpose This taxonomy provides a consistent way to classify tables/views within the Common Data Model (CDM). It separates: The goal is clarity, scalability, and predictable design across domains such as Order, Project, Employee, Invoice, Customer, and Person. 1. Core Principle Core identifies, Meta describes, Item records, Event … Read more

Release 95

This release materially strengthens the platform by: 1. Catalogue & Metadata-Driven Pipeline Foundations 2. Enterprise Domain Expansion 3. Sustainability & Compliance Enhancements 4. Employee Domain Standardisation (UKS Alignment) Renamed and aligned all Employee views to UKS versioning: Key Changes 5. Resource Domain – Activity Model Refactor New views introduced: Change Summary 6. Identity Domain – … Read more

Sustainability Item_Values CO2factor

Overview sustainability.item_values_co2factor provides a structured, item-value representation of greenhouse gas (GHG) conversion factors used for carbon reporting. The view standardises UK Government conversion factor data into a consistent CDM-aligned format, enabling emissions calculations to be performed in a repeatable and governed way across reporting and analytics. It forms a foundational dataset for sustainability, emissions tracking, … Read more

Compliance Item Codes OSH

Overview Compliance.item_codes_osh provides a structured, business-ready item code view of OSH incident and safety form records. It consolidates form-level and location-related attributes from the source OSH records into a single consistent pattern so that incident, safety, and compliance information can be queried in the same way as other itemised CDM-style views. This view is designed … Read more

Resource Item_Values Activity

Overview The resource.item_values_activity view provides a structured, item-level representation of planned resource effort, linking employees to project activities through planned hours. It expresses resource planning as measurable activity, enabling clear visibility of how effort is distributed across projects, activities, and time-based snapshots. Purpose This view standardises planned resource effort into the CDM item_values pattern, allowing: … Read more