Relational Modeling

This section describes the integration tables.

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: <Objective Id>|<KPI Type>|<Rank>.

Multiple objectives must be separated by commas.

nvarchar U U U U