Relational Modeling
These are the abbreviations used in tables within this section:
- BP: Budgeting & Planning
- CO: Financial Consolidation
- FR: Financial Reporting
- WB: Workforce Budgeting
- R: Required
- U: Used but optional
Calculated Metric
The Calculated Metric integration table is used to store metadata and configuration for calculated metrics.
This table shows the properties of the Calculated Metric business object.
Field | Description | Type | BP | CO | FR | WB |
---|---|---|---|---|---|---|
ID | Unique identifier of the calculated metric. | nvarchar | R | R | R | R |
Name | Display name of the calculated metric. | nvarchar | R | R | R | R |
Description | Detailed explanation of the calculated metric’s purpose, logic, or usage. | nvarchar | U | U | U | U |
GrowthImpact | Indicates whether the metric has a positive (P) or negative (N) growth impact. | nvarchar | R | R | R | R |
OrderPosition | Position of an element in the resulting dimension. | integer | U | U | U | U |
HasCurrencySelectionEnabled | If 1, you can select a currency for this metric.
If 0 or empty, currency selection is disabled. |
bit | U | U | U | U |
HasUnitOfMeasureSelectionEnabled | If 1, you can select a unit of measure for this metric. If 0 or empty, this is disabled. | bit | U | U | U | U |
UnitOfMeasure | Unit of measure of the metric, if applicable. | nvarchar | U | U | U | U |
Group |
Category or grouping to which the calculated metric belongs. Allowed values: Liquidity, Leverage, Efficiency, Profitability, Others. |
nvarchar | R | R | R | R |
Calculation | Formula or expression defining how the calculated metric is calculated. | nvarchar | U | U | U | U |
OrderPosition | Display order of the calculated metric within its group. | Integer | U | U | U | U |
FormatString | Format pattern used for displaying the metric values. | nvarchar | U | U | U | U |
LangXX | Translation of the calculated metric name. | nvarchar | U | U | U | U |
KPI Account Group
The KPI Account Group integration table is used to store KPI Account Groups and their characteristics.
This table shows the properties of the KPI Account Group business object.
Field | Description | Type | BP | CO | FR | WB |
---|---|---|---|---|---|---|
ID | A unique identifier for the KPI Account Group. | nvarchar | R | R | R | R |
Name | Display name of the KPI Account Group | nvarchar | R | R | R | R |
ParentID | ID of the parent KPI Account Group, if applicable | nvarchar | U | U | U | U |
Weight | Numeric value indicating the relative importance or weighting. | float | U | U | U | U |
OrderPosition | Position of an element in the resulting dimension. | integer | U | U | U | U |
Type | Type of the Account Group, allowed values: A (Assets), L (Liabilities), R (Revenues), E (Expenses), Q (Equity) | nvarchar | U | U | U | U |
GrowthImpact | P (Positive) or N(Negative) | nvarchar | U | U | U | U |
Strategy and Objective
The StrategyObjective integration table is used to store the hierarchy of strategies and objectives within the decision tree structure.
This table shows the properties of the Strategy Objectives business object.
Field | Description | Type | BP | CO | FR | WB |
---|---|---|---|---|---|---|
ID | A unique identifier of the strategy or objective. | nvarchar | R | R | R | R |
Name | Display name of the strategy or objective in the default language. | nvarchar | R | R | R | R |
ParentID | References the ID of the parent strategy or objective in the hierarchy.
If the record is a strategy, the value is empty. If record is an objective, the value is strategy ID. |
nvarchar | U | U | U | U |
Weight | Numeric value indicating the relative importance or weighting of the strategy or objective. | float | U | U | U | U |
OrderPosition | Position of an element in the resulting dimension. | integer | U | U | U | U |
LangXX | Translation of the strategy or objective name | nvarchar | U | U | U | U |
KPI
The KPI integration table is used to store objectives assignments to KPIs.
This table shows the properties of the KPI business object.Field | Description | Type | BP | CO | FR | WB |
---|---|---|---|---|---|---|
BusinessObject | External ID of the business object. | nvarchar | R | R | R | R |
BusinessObjectType | Type of the business object. These are the allowed values: Account, Group Account, KPI Account Group, Calculated Metric. | nvarchar | R | R | R | R |
Category | Category of business object. These are the allowed values: Liquidity, Leverage, Efficiency, Profitability, Others. | nvarchar | R | R | R | R |
Active | If 0 or empty the field is disabled. For any other value, the field is enabled. | integer | U | U | U | U |
ObjectiveAssignment |
Assignment formula linking a KPI to an Objective, must follow the syntax: Multiple objectives must be separated by commas. |
nvarchar | U | U | U | U |