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Data Warehouse Templates for Generic ERPs

DFT Tables or Views

The SQL Data Warehouse houses DFT Tables. (Optionally, these may instead be SQL views.)

The DFT tables or views are the main part of the DataSelf tier 2 templates. They are the bridge that transforms an ERP-specific database structure into the standardized structure needed for the reports and dashboards (available in the DataSelf tier 3 templates).

D stands for Dimensions, F for Facts, and T for Time tables/views.

Source

Table Name

BI Template Code

Data Warehouse

_D_Branch

All

Data Warehouse

_D_Company

All

Data Warehouse

_D_CustAddress

AR, CA, PM, SI, SO

Data Warehouse

_D_Customer

AR, CA, CF, IP, PM, SI, SO

Data Warehouse

_D_CustomField

TBD

Data Warehouse

_D_GL_Acct

AR, GF, GT, SI, SO

Data Warehouse

_D_GL_SubAcct

AR, GF, GT, SI, SO

Data Warehouse

_D_Item

IO, IH, IP, IT, PO, SI, SO

Data Warehouse

_D_Location

IO, IH, IP, IT, PO, SI, SO

Data Warehouse

_D_Salesperson

AR, CA, PM, SI, SO

Data Warehouse

_D_ShipTo

IO, IH, IP, IT, PO, SI, SO

Data Warehouse

_D_Warehouse

IO, IH, IP, IT, PO, SI, SO

Data Warehouse

_F_AP_Aging_Today

AP

Data Warehouse

_F_AR_Aging_Today

AR

Data Warehouse

_F_Cash_Flow_Projection

CF

Data Warehouse

_F_GL_Financials

GF

Data Warehouse

_F_GL_Transaction

GT

Data Warehouse

_F_IN_Inventory_Planning

IP

Data Warehouse

_F_IN_On_Hand_Today

IO

Data Warehouse

_F_IN_On_Hand_History

IH

Data Warehouse

_F_IN_Transaction

IT

Data Warehouse

_F_MFG_BOM

MB

Data Warehouse

_F_MFG_Production_Order

MW

Data Warehouse

_F_Project_Management

PM

Data Warehouse

_F_Purchase_Order

PO

Data Warehouse

_F_Sales_Invoice

SI

Data Warehouse

_F_Sales_Order

SO

Data Warehouse

_T_DataAsOf

All

Data Warehouse

_T_Date

All

Data Warehouse

_T_Period

GF, GT, IH

SQL Statement Example

The following from the ETL+ engine’s data transformation process is an example showing how tables from an ERP were mapped into their target D table. In this example, the InventoryItem and INItemClass tables are mapped into the _D_Item table.

image-20241004-033314.png

Data Model Example

Usually found within PowerBI, Tableau, Excel, or other reporting tools, Data Models gather and transform raw data into fast and ready-to-be-reported information. They work as the single version of the truth defined in the DataSelf Server-side components (ETL+, data warehouse, Power BI models, and/or Tableau data sources). All reports, dashboards, and KPIs derive information from their data models. Changing the data model will automatically reflect the new rule across all reports and dashboards. For example, after a simple change to the Gross Profit data model calculation to absorb freight, reports and dashboards will automatically show Gross Profit with freight absorbed.

The following exemplifies how the Sale Invoice DFT tables are linked in DataSelf’s out-of-the-box templates. This linking applies to any reporting tool, such as Power BI models, Tableau data sources, and Excel.

Depending on specific needs, this modeling is maintained in the reporting tool of choice, sometimes directly in the data warehouse and sometimes in both places.

image-20241004-034020.png

Key Words: ETL templates, data warehouse templates, analytics templates, tds, tdsx, twb, twbx, pibx.

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