Content for Analysis Models - Power BI
This page enables you to access the Analysis Models - Power BI IFS Core models (including a sample report) which are required to be included in the Golden Workspace, and also the relevant Data Source Definitions for each Core Model. They are categorized based on the released IFS Version/ Service Update. These are designed to facilitate the Publishing and Downloading functions of Analysis Models - Power BI.
Refer the step-by-step guide below on how to use these samples: Quick Start Guide.
IFS Core Models
Refer the Knowledge base resources to view and download all released Models based on the IFS Version/ Service Update.
Below are the new/ updated Models that were released.
New/ updated Models released in 24R1
| Area | Model | Release Version |
|---|---|---|
| CRM | CRM | SU06 SU11 |
| Finance | General Ledger | SU04 SU11 |
| HCM | Employee Analysis | SU04 SU11 |
New/ updated Models released in 24R2
| Area | Model | Release Version |
|---|---|---|
| CRM | CRM | GA SU05 |
| Finance | Cash Planning Group Reporting General Ledger |
GA SU05 GA SU05 SU09 |
| HCM | Incident Analysis Salary Review Analysis |
GA SU05 |
| Inventory | Inventory | GA SU05 SU07 SU08 |
| Maintenance | Asset Health Maintenance |
GA SU05 |
| Procurement | Spend Analysis Supplier Performance |
GA SU05 |
| Production Performance | Production Performance | GA SU05 |
| Project | Project | GA SU05 |
| Sales | Sales | GA SU05 SU07 SU08 |
New/ updated Models released in 25R1
| Area | Model | Release Version |
|---|---|---|
| CRM | CRM | EA GA |
| Finance | Cash Planning Revenue Recognition General Ledger |
EA EA SU03 |
| Project | Project | EA |
Data Source Definitions
Refer the Knowledge base resources to view and download all Data Source Definitions related to each of the above Model that are available based on the IFS Version/ Service Update.
Version History
25R1 SU03 / 24R2 SU09
General Ledger
Implemented Incremental Loading in FACT_GL_ANALYSIS_PQ,FACT_IL_ANALYSIS_PQ and FACT_PLAN_TRANS_VALID_PQ. The model ("24R2_V3" and "25R1_V2") and Data Source Definition file have been updated accordingly to include new columns and the modified m-queries of the aforementioned Facts to support Incremental Loading, and have made available above. Partitioning by date for the FACT_PLAN_TRANS_VALID_PQ information source will be implemented in a future release. Note that sample report is configured for partitioning by month and configuring the model and data sources for other partitioning formats should be done by the customer.
25R1 SU02 / 24R2 SU08
Inventory
Implemented Incremental Loading in FACT_INVENTORY_TURNOVER_PQ, FACT_INVENTORY_VALUE_PQ, and FACT_INVENT_TRANS_HIST_PQ. The model ("24R2_V4") and Data Source Definition file have been updated accordingly to include new columns and the modified m-queries of the aforementioned Facts to support Incremental Loading, and have made available above. Note that sample report is configured for partitioning by month and configuring the model and data sources for other partitioning formats should be done by the customer.
Sales
Implemented Incremental Loading in FACT_CUSTOMER_INVOICE_PQ, FACT_CUSTOMER_ORD_CHARGE_PQ, and FACT_CUSTOMER_ORDER_LINE_PQ. The model ("24R2_V4") and Data Source Definition file have been updated accordingly to include new columns and the modified m-queries of the aforementioned Facts to support Incremental Loading, and have made available above. Note that sample report is configured for partitioning by month and configuring the model and data sources for other partitioning formats should be done by the customer.
25R1 SU01 / 24R2 SU07
Inventory
Implemented Row Level Security (RLS) for Company and Site in the Inventory model. The model ("24R2_V3") and Data Source Definition file have been updated accordingly to include RLS tables and filters and have made available above.
Sales
Implemented Row Level Security (RLS) for Company and Site in the Sales model. The model ("24R2_V3") and Data Source Definition file have been updated accordingly to include RLS tables and filters and have made available above. In addition, Net Amount Cust Inv RC and Net Amount CO Credit RC measures were corrected, replacing the reference to REP_CURR_RATE column with Currency Rates measure in the measure expressions.
25R1 GA Release
CRM
Added Revision State and Revision State Desc columns to FACT_BUSINESS_OPP_LINE PQ Data Source, and to the CRM model. "V2" of the CRM model and the Data Source Definition file have been made available above.
25R1 EA Release
CRM
Use_Pre_Ship_Del_Note and Use_Pre_Ship_Del_Note_Desc columns were made obsolete in the DIM_SITE_DISCOM_INFO_OL view. Hence, the two columns were removed from the DIM_SITE_DISCOM_INFO PQ Data Source and the CRM model.
Also note that the DIM_CUSTOMER_CONTACT column in BUSINESS OPP LINE table that was previously hidden in the IFS_CRM_24R2_V2 report has been removed; the FACT_BUSINESS_OPP_LINE PQ data source also has been updated accordingly in the CRM model Data Source Definition file.
Cash Planning
DIM_ACCOUNTING_PROJECT table was modified as follows: Updated COMPANY_CODE_DESCR column, removed Accounting Project Type Code column, renamed Accounting Project Group column to Accounting Project Group Desc and Project Origin Desc column to Project Original, and added new columns (which was added to the DIM_ACCOUNTING_PROJECT PQ Data Source as well).
General Ledger
The General Ledger model was updated to reflect the below mentioned changes.
- Credit and debit columns were added to GL ANALYSIS and IL ANALYSIS tables via the respective PQ Data Sources FACT_GL_ANALYSIS_PQ and FACT_IL_ANALYSIS_PQ.
- DIM_ACCOUNTING_PROJECT table was modified as follows: Updated COMPANY_CODE_DESCR column, removed Accounting Project Type Code column, renamed Accounting Project Group column to Accounting Project Group Desc and Project Origin Desc column to Project Original, and added new columns (which was added to the DIM_ACCOUNTING_PROJECT PQ Data Source as well).
- RLS implementation of Code Part Combinations was updated.
In addition, many measures were modified or added to the model as well.
Projects
In FACT_PROJECT_TRANS_PQ_OL view, the OBJID column was renamed as "ID" reflecting the change made to FACT_PROJECT_TRANS_OL view. Hence, the FACT_PROJECT_TRANS_PQ PQ Data Source and the Project model were also updated.
Revenue Recognition
The Revenue Recognition was newly released. It belongs to the Finance area.
24R2 Release
April 2025: All models were updated to apply the "Remove Empty” filter which clears null values for the columns being used on the “one” side of the “many-to-one” relationship. Hence, "V2" of all 24R1 and 24R2 are now published. The Data Source Definitions remain unchanged, except for the Cash Planning model (see below). Customers are recommended to download and publish the latest version of the 24R2 models and Data Source Definition files.
Cash Planning
In addition to the above, the Parquet File Path of the DIM_PROJ_PROGRAM PQ Data Source and DIM_SUB_PROJECT PQ Data Source were changed to be in "Finance" and "Shared" folders respectively. This change is reflected in the model as well as in the Data Source Definition file.
November 2024: The following models and respective Data Source Definition files were newly released for Analysis Models - Power BI as V1:
- Cash Planning
- Group Reporting
- Incident Analysis
- Inventory
- Maintenance - Asset Health and Maintenance
- Procurement - Spend Analysis and Supplier Performance
- Production Performance
- Project
- Sales
The CRM and General Ledger models were updated as follows:
CRM
Previously, DIM_REPORTING_PERIOD_CRM_PQ Information Source was used to ensure CRM-model specific filtering for Reporting Periods. In 24R2, this Information Source was replaced with DIM_REPORTING_PERIOD_PQ Information Source that can be used by multiple models (CRM, Asset Health/Maintenance, Production Performance, Projects, and Sales). Hence, the new DIM_REPORTING_PERIOD_PQ PQ Data Source was connected to the CRM model.
General Ledger
- A new Fact - FACT INTERNAL LEDGER ANALYSIS - was added to the model creating new relationships and measures based on the new Fact. RLS was implemented for the new Fact including an option to generate access for IL Code Combinations in the AD User Mappings page. New tables created:- CODE COMP COMBINATION IL and CODESTRING COMBINATION IL RLS
- Accounting Period table hierarchies were updated.
Other changes include applying/modifying format strings for columns and measures, applying sort-by columns for columns, making visible/hiding columns/measures, modifications to GL Analysis Measures table measures.