Content for Analysis Models - Tabular
The following are sample Power BI reports designed to demonstrate some of the analytics possible through each model under the Analysis Models - Tabular solution. They are provided as sample with each release without support from IFS .
Quick Start Guide
Refer the step-by-step guide below on how to use these samples:
Quick Start Guide
IMPORTANT: Please refer to the relevant release/ Service Update topic under the Version History section for release notes prior to downloading the sample reports.
Power BI Sample Reports
CRM
| Model | 21R2 | 22R1 | 22R2 | 23R1 | 23R2 | 24R1 | 24R2 | 25R1 | 25R2 | 26R1 |
|---|---|---|---|---|---|---|---|---|---|---|
| CRM | Not Applicable | CRM 22R1 | CRM 22R2 | CRM 23R1 | CRM 23R2 | Last modified: 23R2 | CRM 24R2 | CRM 25R1 | Last modified: 25R1 | Last modified: 25R1 |
Financials
| Model | 21R2 | 22R1 | 22R2 | 23R1 | 23R2 | 24R1 | 24R2 | 25R1 | 25R2 | 26R1 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash Planning | Not Applicable | Not Applicable | CP 22R2 | CP 23R1 | CP 23R2 | Last modified: 23R2 | Last modified: 23R2 | CP 25R1 | Last modified: 25R1 | Last modified: 25R1 |
| General Ledger | GL 21R2 | Last modified: 21R2 | GL 22R2 | GL 23R1 | GL 23R2 | Last modified: 23R2 | GL 24R2 | GL 25R1 | Last modified: 25R1 | Last modified: 25R1 |
| Group Consolidation | GC 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 |
| Group Reporting | Not Applicable | Not Applicable | Not Applicable | Not Applicable | Not Applicable | GR 24R1 | Last modified: 24R1 | Last modified: 24R1 | Last modified: 24R1 | Last modified: 24R1 |
| Revenue Recognition | Not Applicable | Not Applicable | Not Applicable | Not Applicable | Not Applicable | Not Applicable | Not Applicable | RR 24R1 | Last modified: 25R1 | Last modified: 25R1 |
HCM
| Model | 21R2 | 22R1 | 22R2 | 23R1 | 23R2 | 24R1 | 24R2 | 25R1 | 25R2 | 26R1 |
|---|---|---|---|---|---|---|---|---|---|---|
| Employee Analysis | Not Applicable | EA 22R1 | EA 22R2 | Last modified: 22R2 | Last modified: 22R2 | Last modified: 22R2 | Last modified: 22R2 | Last modified: 22R2 | Last modified: 22R2 | Last modified: 22R2 |
| Incident Analysis | Not Applicable | IA 22R1 | Last modified: 22R1 | Last modified: 22R1 | Last modified: 22R1 | Last modified: 22R1 | Last modified: 22R1 | Last modified: 22R1 | Last modified: 22R1 | Last modified: 22R1 |
| Salary Review Analysis | Not Applicable | Not Applicable | Not Applicable | SRA 23R1 | Last modified: 23R1 | SRA 24R1 | Last modified: 24R1 | Last modified: 24R1 | Last modified: 24R1 | Last modified: 24R1 |
Inventory
| Model | 21R2 | 22R1 | 22R2 | 23R1 | 23R2 | 24R1 | 24R2 | 25R1 | 25R2 | 26R1 |
|---|---|---|---|---|---|---|---|---|---|---|
| Inventory | Not Applicable | Not Applicable | Inventory 22R2 | Last modified: 22R2 | Last modified: 22R2 | Last modified: 22R2 | Inventory 24R2 | Last modified: 24R2 | Last modified: 24R2 | Last modified: 24R2 |
Maintenance
| Model | 21R2 | 22R1 | 22R2 | 23R1 | 23R2 | 24R1 | 24R2 | 25R1 | 25R2 | 26R1 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Health | Not Applicable | Not Applicable | Not Applicable | Asset Health 23R1 | Last modified: 23R1 | Last modified: 23R1 | Last modified: 23R1 | Last modified: 23R1 | Asset Health 25R2 | Last modified: 25R2 |
| Maintenance | Maintenance 21R2 | Maintenance 22R1 | Last modified: 22R1 | Maintenance 23R1 | Last modified: 23R1 | Last modified: 23R1 | Last modified: 23R1 | Last modified: 23R1 | Maintenance 25R2 | Last modified: 25R2 |
Procurement
| Model | 21R2 | 22R1 | 22R2 | 23R1 | 23R2 | 24R1 | 24R2 | 25R1 | 25R2 | 26R1 |
|---|---|---|---|---|---|---|---|---|---|---|
| Spend Analysis | Spend Analysis 21R2 | Last modified: 21R2 | Last modified: 21R2 | Spend Analysis 23R1 | Last modified: 23R1 | Spend Analysis 24R1 | Spend Analysis 24R2 | Last modified: 24R2 | Last modified: 24R2 | Last modified: 24R2 |
| Supplier Performance | Supplier Performance 21R2 | Last modified: 21R2 | Last modified: 21R2 | Supplier Performance 23R1 | Last modified: 23R1 | Supplier Performance 24R1 | Supplier Performance 24R2 | Last modified: 24R2 | Last modified: 24R2 | Last modified: 24R2 |
Production Performance
| Model | 21R2 | 22R1 | 22R2 | 23R1 | 23R2 | 24R1 | 24R2 | 25R1 | 25R2 | 26R1 |
|---|---|---|---|---|---|---|---|---|---|---|
| Production Performance | Not Applicable | Production Performance 22R1 | Production Performance 22R2 | Last modified: 22R2 | Last modified: 22R2 | Last modified: 22R2 | Last modified: 22R2 | Last modified: 22R2 | Last modified: 22R2 | Last modified: 22R2 |
Project
| Model | 21R2 | 22R1 | 22R2 | 23R1 | 23R2 | 24R1 | 24R2 | 25R1 | 25R2 | 26R1 |
|---|---|---|---|---|---|---|---|---|---|---|
| Project | Project 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 |
Sales
| Model | 21R2 | 22R1 | 22R2 | 23R1 | 23R2 | 24R1 | 24R2 | 25R1 | 25R2 | 26R1 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | Sales 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 | Last modified: 21R2 | Sales 24R2 | Last modified: 24R2 | Last modified: 24R2 | Last modified: 24R2 |
Version History
26R1 GA Release / 25R2 SU06 / 25R1 SU12 / 24R2 SU18
CRM
DIM_SITE_DISCOM_INFO, a dimension used only in the CRM model, was initially an add-on to the DIM_SITE dimension. It was removed as an add-on in 24R2 SU16 / 25R1 SU10 / 25R2 SU04 Service Updates and 26R1 EA which causes an error when generating Access Views for DIM_SITE_DISCOM_INFO; without a connection to a Fact, the Access View for this dimension does not get created. This affects Analysis Models - Tabular customers of the CRM model. As the dimension is not functionally required by the model, the table has now been removed from the CRM Tabular model.
- 26R1 GA and 25R2 SU06 customers can use Analysis Models - Tabular 25R1 CRM sample report; no new version of CRM has been released exclusively for 26R1/25R2.
- Customers using 24R2 SU16/SU17, 25R1 SU10/SU11, 25R2 SU04/SU05 Service Updates or 26R1 EA can opt to exclude the SITE DISCOM INFO table from the CRM model as a workaround.
25R2 GA Release
Maintenance
Added Asset Parent ID column to FACT_ASSET_HEALTH Analysis Data Source, and to the Maintenance model. In addition, the source columns names of Service Contract Connection Type and Service Contract Invoice Type columns in DIM_SERVICE_CONTRACT_LINE Analysis Data Source were modified to reflect the changes in the corresponding OL view.
25R1 SU02 / 24R2 SU08
Inventory
Implemented Row Level Security (RLS) for Company and Site in the Inventory model. The model has 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 has been updated accordingly to include RLS tables and filters and have made available above.
25R1 GA Release
CRM
Added Revision State and Revision State Desc columns to FACT_BUSINESS_OPP_LINE Analysis Data Source, and to the CRM model.
Revenue Recognition
The Tabular Model version of the Revenue Recognition was released. It belongs to the Finance area.
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 Analysis Data Source and the CRM model.
Cash Planning
DIM_ACCOUNTING_PROJECT Analysis Data Source 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. The Cash Planning model was also updated to reflect the above mentioned changes.
General Ledger
The General Ledger model was updated to reflect the below mentioned changes.
- Credit and debit columns were added to FACT_TRANS_BAL_SET_AM_CONF (GL ANALYSIS table) and FACT_INTERNAL_LEDGER_ANALYSIS (IL ANALYSIS table) Analysis Data Sources.
- DIM_ACCOUNTING_PROJECT Analysis Data Source 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.
- RLS implementation of Code Part Combinations was updated.
In addition, many measures were modified or added to the model as well.
Projects
Projects model was not updated but the FACT_PROJECT_TRANS Analysis Data Source which is used in this model was modified. The FACT_PROJECT_TRANS_TM view included a column called "OBJID" which had been renamed to "ID" in the FACT_PROJECT_TRANS_OL view. Hence, the FACT_PROJECT_TRANS_TM view was updated to select the ID column instead.
24R2 Release
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
- The column names of the Account Attribute tables, Code B-J Attribute tables and the Business Planning table were modified to match the naming given in their corresponding TM view. Relationships using these columns were also updated accordingly.
- 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.
Procurement (Spend Analysis and Supplier Performance)
The source columns of the following list were corrected. Previously, the source columns were in sentence case although the column names in Oracle were in upper-case. This fix resolves the issue a case-sensitive SQL Server could face.
- PURCHASE ORDER CHARGE
- Dim_Activity_Id
- Dim_Project_Id
- Dim_Reporting_Date_ID
- Dim_Reporting_Period_ID
- PURCHASE_ORDER_LINE
- Count_Complete_Order_Line
In addition, the column name of COUNT_SPEND_WITHOUT_REF column in SPEND ANALYSIS table was updated to have the correct spelling. Relevant relationship/measures were also updated accordingly.