1. Core View Corrections – Collation Fix Files affected Change Reason Impact 2. Project Item Values – Meta Type Standardisation Files affected Change Reason Impact 3. Project Meta Dates – Meta Type Reorganisation File affected Change Reason Impact 4. Person Absence Item Views – Join Binding Improvements Files affected Changes Reason Impact
This release focuses on improving the structure, consistency, and reliability of Sales Pipeline and Project reporting, while maintaining full historic coverage. Sales Pipeline Review and Refit A full review and refit has been completed across the core Sales Pipeline domains: Views have been refactored to follow the same structural pattern, including: The updated model adopts … Read more
1. Core Detail Views Updated views Change Impact / Rationale 2. Project Meta Values Views Updated views Changes / Notes Risks / Considerations 3. Meta Codes Views Updated views Changes Impact / Rationale 4. Feedback Meta Satisfaction View View Changes / Notes Action 5. Infrastructure OSH Records View Changes / Notes Impact 6. Base Architecture … Read more
1. Opportunity Pipeline Data Sources (NA & EUR) Files: Summary:New data sources created to support the Opportunity Pipeline Dashboard covering North America and Europe. Details: 2. Customer Feedback Meta Codes Files: Summary:Initial release of the remaining components required to complete the CSMS dataset. Details: 3. Project Meta Codes – PMN File: Summary:Enhancement to stabilise the … Read more
Release Date: 18 November 2025 Overview This release introduces a number of improvements across customer, supplier, order, employee, and project data. Most updates focus on strengthening data quality, improving historical accuracy, and preparing for future Common Data Model (CDM) enhancements. No breaking changes are expected for reports. Key Improvements 1. Better Employee and Person Data … Read more
Release Notes – Week Ending 10 November 1. Feedback Meta Views Files: Summary:The former feedback_meta_codes_satisfaction view (over 800 lines) has been decomposed into its logical components to improve maintainability and clarity. These sub-views—covering Customer Voice, Customer Thermometer, Legacy External, and Legacy Internal—are now individually managed and combined through the new feedback_meta_satisfaction UNION view. This marks … Read more
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.🔗 View Documentation This view enables portfolio and project management insights by transforming Project Manager Narratives (PMNs) into a structured, analysable format. … Read more
DataMart views changed since 01-Oct-2025. Executive summary New views Renamed / globalised Downstream dependencies: Corrections Improvements to source identification & aliasing Purpose: Ensure tables are identified using their non-dollar names for lineage and metadata consistency. Change pattern:'{“Source”:”ifs.[QFACT_BMT_DWH_INVOICE_TAB_IAS$]”}’ as SOURCE_SYSTEM→'{“Source”:”ifs.[QFACT_BMT_DWH_INVOICE_TAB_IAS]”}’ as SOURCE_SYSTEM Views updated: Global query structure change (Beta & 202409 queries) Adopted a consistent CTE … Read more
This release delivers the first CDM-compliant Customer Satisfaction view, bringing together legacy CSMS and Customer Thermometer data, with extensions for Dynamics data planned next. Work has also begun to align General Ledger reporting to CDM standards, focusing only on the two views required for finance. In addition, improvements have been made to Customer Orderline reporting, … Read more
This release documents updates to the Data Warehouse covering changes made since 30 June. It focuses on the continued rollout of CDM-aligned views and early implementation of Resource views. 🔁 Customer & Supplier Domains customer_core_details supplier_core_details 👥 Employee Domain employee_hours Absence-Related Views employee_item_codes_absenceemployee_item_dates_absenceemployee_item_values_absence employee_meta_codes 📁 Project Domain project_item_codes_forecastproject_item_values_forecast 🔧 Resource Domain (Initial Release) resource_item_codes_activityresource_item_values_activity