This Analysis Model is used for: Sales. There is a list of Analysis Models pre-packaged and delivered as a part of Analysis Models - Power BI, and you can refer to them here.
Main analysis scenarios are:
| Model Table | BI Access View | Referenced Information Source | Recommended Access Type |
| CUSTOMER ORDER LINE | FACT_CUSTOMER_ORDER_LINE_PQ_BI | FACT_CUSTOMER_ORDER_LINE_PQ | On Line |
| CUSTOMER INVOICE | FACT_CUSTOMER_INVOICE_PQ_BI | FACT_CUSTOMER_INVOICE_PQ | On Line |
| RETURN MATERIAL LINE | FACT_RETURN_MAT_LINE_PQ_BI | FACT_RETURN_MAT_LINE_PQ | On Line |
| CUSTOMER ORDER CHARGE | FACT_CUSTOMER_ORD_CHARGE_PQ_BI | FACT_CUSTOMER_ORD_CHARGE_PQ | On Line |
| RETURN MATERIAL CHARGE | FACT_RETURN_MAT_CHARGE_PQ_BI | FACT_RETURN_MAT_CHARGE_PQ | On Line |
Corresponding Information Sources are described below. Detailed infomation about Information Sources can be found in About Information Sources
FACT_CUSTOMER_INVOICE
Customer Invoices information source is based on IFS\Customer Invoices. This information source can be used to
design reports and queries about customers and customer invoices. The customer invoice amount and tax amount in
transaction currency and accounting currency together with open amount for invoices can be analyzed in different
dimensions such as company, customer, invoice type, and the code string.
FACT_CUSTOMER_ORDER_CHARGE
Customer Order charge information source is based on IFS\Customer Order Charges. The main purpose of this
information source is to present data based on the charges connected to the customer orders to support high level
summarizations and analyzes to evaluate sales including its charges.
FACT_CUSTOMER_ORDER_LINE
Customer Order Line information source is based on IFS\Customer Order Lines. The main purpose of this information
source is to present data based on the customer order lines to support high level summarizations and analyzes to
evaluate sales, for instance, using the Count Perfect Order metrics.
FACT_RETURN_MATERIAL_CHARGE
Return Material Charge Information Source is based on IFS\Return Material Authorization. The main purpose of this
information source is to present data based on the credit charges connected to the return material authorizations
to support high level summarizations and analyzes to evaluate sales including its returns and charges.
FACT_RETURN_MATERIAL_LINE
Return Material Charge Line Source is based on IFS\Return Material Authorization. The main purpose of this
information source is to present data based on the return material authorization lines to support high level
summarizations and analyzes to evaluate sales including returns.
| Model Table | BI Access View | Referenced Information Source | Recommended Access Type |
| ACCOUNTING PERIOD | DIM_ACCOUNTING_PERIOD_BI | DIM_ACCOUNTING_PERIOD | On Line |
| ACTIVITY | DIM_ACTIVITY_BI | DIM_ACTIVITY | On Line |
| CAMPAIGN | DIM_CAMPAIGN_BI | DIM_CAMPAIGN | On Line |
| COMPANY CUSTOMER | DIM_COMPANY_CUSTOMER_BI | DIM_COMPANY_CUSTOMER | On Line |
| CONDITION CODE | DIM_CONDITION_CODE_BI | DIM_CONDITION_CODE | On Line |
| CONFIGURATION SPEC | DIM_CONFIGURATION_SPEC_BI | DIM_CONFIGURATION_SPEC | On Line |
| CUST ORDER TYPE | DIM_CUST_ORDER_TYPE_BI | DIM_CUST_ORDER_TYPE | On Line |
| CUSTOMER | DIM_CUSTOMER_BI | DIM_CUSTOMER | On Line |
| CUSTOMER INVOICE TYPE | DIM_CUSTOMER_INVOICE_TYPE_BI | DIM_CUSTOMER_INVOICE_TYPE | On Line |
| DELIVERY TYPE | DIM_DELIVERY_TYPE_BI | DIM_DELIVERY_TYPE | On Line |
| INVENTORY PART | DIM_INVENTORY_PART_PQ_BI | DIM_INVENTORY_PART_PQ | On Line |
| ORDER CANCEL REASON | DIM_ORDER_CANCEL_REASON_BI | DIM_ORDER_CANCEL_REASON | On Line |
| ORDER CURRENCY | DIM_CURRENCY_CODE_BI | DIM_CURRENCY_CODE | On Line |
| PROJECT | DIM_PROJECT_BI | DIM_PROJECT | On Line |
| REPORTING CURRENCY | DIM_REPORTING_CURRENCY_PQ_BI | DIM_REPORTING_CURRENCY_PQ | On Line |
| SALES DISTRICT | DIM_SALES_DISTRICT_BI | DIM_SALES_DISTRICT | On Line |
| SALES MARKET | DIM_SALES_MARKET_BI | DIM_SALES_MARKET | On Line |
| SALES PART | DIM_SALES_PART_PQ_BI | DIM_SALES_PART_PQ | On Line |
| SALES PERSON | DIM_SALES_PERSON_BI | DIM_SALES_PERSON | On Line |
| SALES PROMOTION DEAL | DIM_SALES_PROMOTION_DEAL_BI | DIM_SALES_PROMOTION_DEAL | On Line |
| SALES REGION | DIM_SALES_REGION_BI | DIM_SALES_REGION | On Line |
| SITE | DIM_SITE_BI | DIM_SITE | On Line |
| SUPPLIER | DIM_SUPPLIER_BI | DIM_SUPPLIER | On Line |
| VOUCHER TYPE | DIM_VOUCHER_TYPE_BI | DIM_VOUCHER_TYPE | On Line |
| REPORTING DATE | DIM_BI_TIME_BI | DIM_BI_TIME | On Line |
| SALES CHARGE GROUP | DIM_SALES_CHARGE_GROUP_BI | DIM_SALES_CHARGE_GROUP | On Line |
| SALES CHARGE TYPE | DIM_SALES_CHARGE_TYPE_BI | DIM_SALES_CHARGE_TYPE | On Line |
| ORDER DELIVERY TERM | DIM_ORDER_DELIVERY_TERM_BI | DIM_ORDER_DELIVERY_TERM | On Line |
| RETURN MATERIAL REASON | DIM_RETURN_MATERIAL_REASON_BI | DIM_RETURN_MATERIAL_REASON | On Line |
| SHIP VIA | DIM_MPCCOM_SHIP_VIA_BI | DIM_MPCCOM_SHIP_VIA | On Line |
| CREDIT APPROVER | DIM_ORDER_COORDINATOR_BI | DIM_ORDER_COORDINATOR | On Line |
| COMPANY | DIM_COMPANY_BI | DIM_COMPANY | On Line |
| COL ACTUAL DEL DATE | DIM_BI_TIME_BI | DIM_BI_TIME | On Line |
| COL CREATED DATE | DIM_BI_TIME_BI | DIM_BI_TIME | On Line |
| COL FIRST ACT SHIP DATE | DIM_BI_TIME_BI | DIM_BI_TIME | On Line |
| COL LAST ACT SHIP DATE | DIM_BI_TIME_BI | DIM_BI_TIME | On Line |
| COL PLANNED DEL DATE | DIM_BI_TIME_BI | DIM_BI_TIME | On Line |
| COL PLANNED DUE DATE | DIM_BI_TIME_BI | DIM_BI_TIME | On Line |
| COL PLANNED SHIP DATE | DIM_BI_TIME_BI | DIM_BI_TIME | On Line |
| COL PRICE EFF DATE | DIM_BI_TIME_BI | DIM_BI_TIME | On Line |
| COL PROMISED DEL DATE | DIM_BI_TIME_BI | DIM_BI_TIME | On Line |
| COL WANTED DEL DATE | DIM_BI_TIME_BI | DIM_BI_TIME | On Line |
| INVOICE DATE | DIM_BI_TIME_BI | DIM_BI_TIME | On Line |
| INVOICE DUE DATE | DIM_BI_TIME_BI | DIM_BI_TIME | On Line |
| RETURN APPROVER | DIM_ORDER_COORDINATOR_BI | DIM_ORDER_COORDINATOR | On Line |
| RM REQUESTED DATE | DIM_BI_TIME_BI | DIM_BI_TIME | On Line |
| RMC ENTERED DATE | DIM_BI_TIME_BI | DIM_BI_TIME | On Line |
| RML RETURNED DATE | DIM_BI_TIME_BI | DIM_BI_TIME | On Line |
| CUSTOMER ADDRESS | DIM_CUSTOMER_INFO_ADDR_PQ_BI | DIM_CUSTOMER_INFO_ADDR_PQ | On Line |
| REPORTING PERIOD | DIM_REPORTING_PERIOD_PQ_BI | DIM_REPORTING_PERIOD_PQ | On Line |
| ISO UNIT | DIM_ISO_UNIT_PQ_BI | DIM_ISO_UNIT_PQ | On Line |
The Sales model supports calculation of base currency amounts to a reporting currency. To make this work it is necessary to create/select a currency rate type in one company as the rate source. The relevant configuration lookup must also be defined.
Please refer technical documentation for more information.
The Sales model is using the Company Reporting Period dimension, which means that it is necessary to create a specific Reporting Period Definition to be used by this cube. The created/selected identity must also be defined in the lookup configuration for the Tabular Model, using Source = 'Sales'.
Please refer technical documentation for more information.
The following table lists the relationships between tables and columns in the model.
| Relationship: Table (column) - Table (column) |
| CUSTOMER INVOICE (DIM_ACCOUNTING_PERIOD_ID) - ACCOUNTING PERIOD (ID) |
| CUSTOMER INVOICE (DIM_COMPANY_CUSTOMER_ID) - COMPANY CUSTOMER (ID) |
| CUSTOMER INVOICE (DIM_CURRENCY_CODE_ID) - ORDER CURRENCY (ID) |
| CUSTOMER INVOICE (DIM_CUSTOMER_ID) - CUSTOMER (ID) |
| CUSTOMER INVOICE (DIM_CUST_INV_TYPE_ID) - CUSTOMER INVOICE TYPE (ID) |
| CUSTOMER INVOICE (DIM_PROJECT_ACTIVITY_ID) - ACTIVITY (ID) |
| CUSTOMER INVOICE (DIM_PROJECT_ID) - PROJECT (ID) |
| CUSTOMER INVOICE (DIM_RPD_COMPANY_PERIOD_ID) - REPORTING PERIOD (Company-Date) |
| CUSTOMER ORDER CHARGE (DIM_ACTIVITY_ID) - ACTIVITY (ID) |
| CUSTOMER ORDER CHARGE (DIM_CAMPAIGN_ID) - CAMPAIGN (ID) |
| CUSTOMER ORDER CHARGE (DIM_COMPANY_ID) - COMPANY (ID) |
| CUSTOMER ORDER CHARGE (DIM_CURRENCY_CODE_ID) - ORDER CURRENCY (ID) |
| CUSTOMER ORDER CHARGE (DIM_CUSTOMER_ID) - CUSTOMER (ID) |
| CUSTOMER ORDER CHARGE (DIM_CUSTOMER_ORDER_TYPE_ID) - CUST ORDER TYPE (ID) |
| CUSTOMER ORDER CHARGE (DIM_DELIVERY_TYPE_ID) - DELIVERY TYPE (ID) |
| CUSTOMER ORDER CHARGE (DIM_RPD_COMPANY_PERIOD_ID) - REPORTING PERIOD (Company-Date) |
| CUSTOMER ORDER CHARGE (DIM_SALES_CHARGE_GROUP_ID) - SALES CHARGE GROUP (ID) |
| CUSTOMER ORDER CHARGE (DIM_SALES_CHARGE_TYPE_ID) - SALES CHARGE TYPE (ID) |
| CUSTOMER ORDER CHARGE (DIM_SALES_DISTRICT_ID) - SALES DISTRICT (ID) |
| CUSTOMER ORDER CHARGE (DIM_SALES_MARKET_ID) - SALES MARKET (ID) |
| CUSTOMER ORDER CHARGE (DIM_SALES_PART_ID) - SALES PART (ID) |
| CUSTOMER ORDER CHARGE (DIM_SALES_PERSON_ID) - SALES PERSON (ID) |
| CUSTOMER ORDER CHARGE (DIM_SALES_PROMOTION_DEAL_ID) - SALES PROMOTION DEAL (ID) |
| CUSTOMER ORDER CHARGE (DIM_SALES_REGION_ID) - SALES REGION (ID) |
| CUSTOMER ORDER CHARGE (DIM_SITE_ID) - SITE (ID) |
| CUSTOMER ORDER LINE (DIM_ACTIVITY_ID) - ACTIVITY (ID) |
| CUSTOMER ORDER LINE (DIM_COMPANY_ID) - COMPANY (ID) |
| CUSTOMER ORDER LINE (DIM_CURRENCY_CODE_ID) - ORDER CURRENCY (ID) |
| CUSTOMER ORDER LINE (DIM_CUSTOMER_ID) - CUSTOMER (ID) |
| CUSTOMER ORDER LINE (DIM_CUST_ORDER_TYPE_ID) - CUST ORDER TYPE (ID) |
| CUSTOMER ORDER LINE (DIM_INVENTORY_PART_ID) - INVENTORY PART (ID) |
| CUSTOMER ORDER LINE (DIM_MPCCOM_SHIP_VIA_ID) - SHIP VIA (ID) |
| CUSTOMER ORDER LINE (DIM_ORDER_CANCEL_REASON_ID) - ORDER CANCEL REASON (ID) |
| CUSTOMER ORDER LINE (DIM_ORDER_DELIVERY_TERM_ID) - ORDER DELIVERY TERM (ID) |
| CUSTOMER ORDER LINE (DIM_PROJECT_ID) - PROJECT (ID) |
| CUSTOMER ORDER LINE (DIM_RPD_COMPANY_PERIOD_ID) - REPORTING PERIOD (ID) |
| CUSTOMER ORDER LINE (DIM_SALES_DISTRICT_ID) - SALES DISTRICT (ID) |
| CUSTOMER ORDER LINE (DIM_SALES_MARKET_ID) - SALES MARKET (ID) |
| CUSTOMER ORDER LINE (DIM_SALES_PART_ID) - SALES PART (ID) |
| CUSTOMER ORDER LINE (DIM_SALES_PERSON_ID) - SALES PERSON (ID) |
| CUSTOMER ORDER LINE (DIM_SALES_REGION_ID) - SALES REGION (ID) |
| CUSTOMER ORDER LINE (DIM_SITE_ID) - SITE (ID) |
| CUSTOMER ORDER LINE (DIM_SUPPLIER_ID) - SUPPLIER (ID) |
| RETURN MATERIAL CHARGE (DIM_ACTIVITY_ID) - ACTIVITY (ID) |
| RETURN MATERIAL CHARGE (DIM_COMPANY_ID) - COMPANY (ID) |
| RETURN MATERIAL CHARGE (DIM_CREDIT_APPROVER_ID) - CREDIT APPROVER (ID) |
| RETURN MATERIAL CHARGE (DIM_CURRENCY_CODE_ID) - ORDER CURRENCY (ID) |
| RETURN MATERIAL CHARGE (DIM_CUSTOMER_ID) - CUSTOMER (ID) |
| RETURN MATERIAL CHARGE (DIM_DELIVERY_TYPE_ID) - DELIVERY TYPE (ID) |
| RETURN MATERIAL CHARGE (DIM_RPD_COMPANY_PERIOD_ID) - REPORTING PERIOD (Company-Date) |
| RETURN MATERIAL CHARGE (DIM_SALES_CHARGE_GROUP_ID) - SALES CHARGE GROUP (ID) |
| RETURN MATERIAL CHARGE (DIM_SALES_CHARGE_TYPE_ID) - SALES CHARGE TYPE (ID) |
| RETURN MATERIAL CHARGE (DIM_SITE_ID) - SITE (ID) |
| RETURN MATERIAL LINE (DIM_ACTIVITY_ID) - ACTIVITY (ID) |
| RETURN MATERIAL LINE (DIM_COMPANY_ID) - COMPANY (ID) |
| RETURN MATERIAL LINE (DIM_CONDITION_CODE_ID) - CONDITION CODE (ID) |
| RETURN MATERIAL LINE (DIM_CONFIGURATION_SPEC_ID) - CONFIGURATION SPEC (ID) |
| RETURN MATERIAL LINE (DIM_CREDIT_APPROVER_ID) - CREDIT APPROVER (ID) |
| RETURN MATERIAL LINE (DIM_CURRENCY_CODE_ID) - ORDER CURRENCY (ID) |
| RETURN MATERIAL LINE (DIM_CUSTOMER_ID) - CUSTOMER (ID) |
| RETURN MATERIAL LINE (DIM_DELIVERY_TYPE_ID) - DELIVERY TYPE (ID) |
| RETURN MATERIAL LINE (DIM_RETURN_MATERIAL_REASON_ID) - RETURN MATERIAL REASON (ID) |
| RETURN MATERIAL LINE (DIM_RPD_COMPANY_PERIOD_ID) - REPORTING PERIOD (ID) |
| RETURN MATERIAL LINE (DIM_SALES_PART_ID) - SALES PART (ID) |
| RETURN MATERIAL LINE (DIM_SITE_ID) - SITE (ID) |
| CUSTOMER INVOICE (DIM_REPORTING_DATE_ID) - REPORTING DATE (ID) |
| CUSTOMER ORDER CHARGE (DIM_REPORTING_DATE_ID) - REPORTING DATE (ID) |
| CUSTOMER ORDER LINE (DIM_REPORTING_DATE_ID) - REPORTING DATE (ID) |
| RETURN MATERIAL CHARGE (DIM_REPORTING_DATE_ID) - REPORTING DATE (ID) |
| RETURN MATERIAL LINE (DIM_REPORTING_DATE_ID) - REPORTING DATE (ID) |
| CUSTOMER INVOICE (DIM_DUE_DATE_ID) - INVOICE DUE DATE (ID) |
| CUSTOMER INVOICE (DIM_INVOICE_DATE_ID) - INVOICE DATE (ID) |
| CUSTOMER ORDER LINE (DIM_COL_ACTUAL_DEL_DATE_ID) - COL ACTUAL DEL DATE (ID) |
| CUSTOMER ORDER LINE (DIM_COL_CREATED_DATE_ID) - COL CREATED DATE (ID) |
| CUSTOMER ORDER LINE (DIM_COL_FIRST_ACT_SHIP_DATE_ID) - COL FIRST ACT SHIP DATE (ID) |
| CUSTOMER ORDER LINE (DIM_COL_LAST_ACT_SHIP_DATE_ID) - COL LAST ACT SHIP DATE (ID) |
| CUSTOMER ORDER LINE (DIM_COL_PLANNED_DEL_DATE_ID) - COL PLANNED DEL DATE (ID) |
| CUSTOMER ORDER LINE (DIM_COL_PLANNED_DUE_DATE_ID) - COL PLANNED DUE DATE (ID) |
| CUSTOMER ORDER LINE (DIM_COL_PLANNED_SHIP_DATE_ID) - COL PLANNED SHIP DATE (ID) |
| CUSTOMER ORDER LINE (DIM_COL_PRICE_EFF_DATE_ID) - COL PRICE EFF DATE (ID) |
| CUSTOMER ORDER LINE (DIM_COL_PROMISED_DEL_DATE_ID) - COL PROMISED DEL DATE (ID) |
| CUSTOMER ORDER LINE (DIM_COL_WANTED_DEL_DATE_ID) - COL WANTED DEL DATE (ID) |
| RETURN MATERIAL CHARGE (DIM_RETURN_APPROVER_ID) - RETURN APPROVER (ID) |
| RETURN MATERIAL CHARGE (DIM_RMC_DATE_ENTERED_ID) - RMC ENTERED DATE (ID) |
| RETURN MATERIAL CHARGE (DIM_RML_DATE_RETURNED_ID) - RML RETURNED DATE (ID) |
| RETURN MATERIAL LINE (DIM_RETURN_APPROVER_ID) - RETURN APPROVER (ID) |
| RETURN MATERIAL LINE (DIM_RML_DATE_RETURNED_ID) - RML RETURNED DATE (ID) |
| RETURN MATERIAL LINE (DIM_RM_DATE_REQUESTED_ID) - RM REQUESTED DATE (ID) |
| CURRENCY RATES (DIM_TIME_ID) - REPORTING DATE (ID) |
| CURRENCY RATES (DIM_REPORTING_CURRENCY_ID) - REPORTING CURRENCY (ID) |
| CUSTOMER ORDER LINE (CUSTOMER) - CUSTOMER ADDRESS (ID) |