When you are in the process of creating a data source for visualizations, the following sources are supported for each business process in the Data Elements: Select Data Elements for the Data Source section .
Supported Business Process
| Sources for Selecting Data Elements Include...
|
|---|
Simple BP
|
- Main Form
- Workflow
- Reference Pickers: BP Picker, Activity Picker, BP Data Picker, User Data picker, Shell Data Picker, and Line item Data Pickers
- Attachments
- Comments
- Markups
- Shell
- Company
- BP creators
- All the pickers and BP creators and its reference pickers, and so on
Refer to the UDR sources for Simple BPs to get exact sources shown in data elements.
|
Shell Information
|
- Shell Information
- Company
- Shell
- Shell/<Shell Type>
- Shell/ <Single record BP name>
- Shell/ <Shell Type> /<Reference Pickers like BP Picker, BP Data picker, Shell data pickers, user data pickers, Activity Pickers and so on>
- Company
- Shell/<Shell hierarchy>/<shell type>
- Shell/<Shell hierarchy>/<shell type>/ <Reference Pickers like BP Picker, BP Data picker, Shell data pickers, user data pickers, Activity Pickers, and so on>
Refer to the UDR sources for Shell Information data type to get exact sources shown in data elements.
|
Cost Business Process (Lineitem with CBS Code) - Generic classification
|
- Upper Form
- Line items
- Attachments
- Comments
- Linked records
- Shell
- Company
- Workflow
- CBS attributes
- CBS Code related sources cost sheet
- CBS Code related sources in base currency
- CBS Code related sources in shell currency
Note: Refer to the UDR for the entire sources list.
|
Cost Business Process (Lineitem with CBS Code) - Transfer Classification
|
- Upper Form
- Line items
- Attachments
- Comments
- Linked records
- Shell
- Company
- Workflow
- CBS attributes
- CBS Code related sources cost sheet
- CBS Code related sources in base currency
- CBS Code related sources in shell currency
- Change commit with a reference commit Upper Form as source
- Relevant SOV Sheet sources for the selected contract
- QBT Upper Form record level data elements
- BP Data Pickers
- Line item data pickers
- Activity pickers
Note: Refer to the UDR for entire sources list.
|
Cost Business Process (Lineitem with CBS Code) - Base Commit Classification
|
- Upper Form
- Line items
- Attachments
- Comments
- Linked records
- Shell
- Company
- Workflow
- CBS attributes
- CBS Code related sources cost sheet
- CBS Code related sources in base currency
- CBS Code related sources in shell currency
- Change commit with a reference commit Upper Form as source
- Relevant SOV Sheet sources for the selected contract
- QBT Upper Form record level data elements
- BP Data Pickers
- Line item data pickers
- Activity pickers
Note: Refer to the UDR for entire sources list.
|
Cost Business Process (Lineitem with CBS Code) - Change Commit Classification
|
- Upper Form
- Line items
- Attachments
- Comments
- Linked records
- Shell
- Company
- Workflow
- CBS attributes
- CBS Code related sources cost sheet
- CBS Code related sources in base currency
- CBS Code related sources in shell currency
- Change commit with a reference commit Upper Form as source
- Relevant SOV Sheet sources for the selected contract
- QBT Upper Form record level data elements
- BP Data Pickers
- Line item data pickers
- Activity pickers
Note: Refer to the UDR for entire sources list.
|
Cost Business Process (Lineitem with CBS Code) - General Spends Classification
|
- Upper Form
- Line items
- Attachments
- Comments
- Linked records
- Shell
- Company
- Workflow
- CBS attributes
- CBS Code related sources cost sheet
- CBS Code related sources in base currency
- CBS Code related sources in shell currency
- Reference commit Upper Form as source
- QBT Upper Form record level data elements
- BP Data Pickers
- Line item data pickers
- Activity pickers
|
Cost Business Process (Lineitem with CBS Code) - Payment Applications Classification
|
- Upper Form
- Line items
- Attachments
- Comments
- Linked records
- Shell
- Company
- Workflow
- CBS attributes
- CBS Code related sources cost sheet
- CBS Code related sources in base currency
- CBS Code related sources in shell currency
- Reference Commit sources
- All data pickers data sources
- All relevant SOV data sources
|
Appendix
How Data Caching Works in Unifier
Supported Functions for Calculated Elements
Supported Conditions for Data Types