Invenias Power BI: Company View

The Company view for Invenias PowerBI provides the core data associated with Company Records. This view serves as a cornerstone for any Dashboard using company-related information, including Assignments, Forecasting, Positions, or any Dashboard where you require the names of Companies to be displayed.

What It Does

  • Comprehensive Company Information: Provides detailed insights about the Company, , including their status as Clients or Partners, default location, internal comments, and more, enabling efficient management and collaboration with them.

Columns

This view returns the following columns:

Column Name

Column Type

Description

Joins To

CompanyId

Guid

The unique identifier for the company record. 

N/A

CompanyNumber

String

The Invenias Company Record number. This is prefixed with a C. 

N/A

Name

String

The Name of the company record. 

N/A

Synonyms

String

Synonyms for the company record. These are names the company record could also be known as. 

N/A

InternalComments

String

Internal comments for the company record. 

N/A

ClientStatusId

Guid

The unique identifier for the company Client Status. 

ClientStatusView

IsDoNotMailshotChecked

Boolean

A boolean field to indicate this company should not be contacted.

N/A

IsDoNotContactChecked

Boolean

A boolean field to indicate this company should not be contacted via mailshots.

N/A

IsPartner

Boolean

A boolean field to indicate if this company is a partner. 

N/A

IsSupplier

Boolean

A boolean field to indicate if this company is a supplier. 

N/A

IsClient

Boolean

A boolean field to indicate if this company is a client. 

N/A

IsPlaceOfStudy

Boolean

A boolean field to indicate if this company is a place of study. Meaning it’s an educational establishment such as a college or university. 

N/A

IsTopLevelCompany

Boolean

A boolean field to indicate this is a top level company in a hierarchical structure. 

N/A

DefaultLocationId

Guid

The unique identifier for the Default Location of the company record. 

CompanyLocationsView

IsInveniasCompany

Boolean

A boolean field to indicate if the company record is an automatically created company record (cannot be deleted), for your company itself. E.g. ABC Executive search. 

N/A

IsMasterInveniasCompany

Boolean

A boolean field to indicate if the company record is the Master Company record. This is an automatically created company record (cannot be deleted), to indicate the Master invenias company. This is used by some Invenias customers who synchronize data between Invenias tenants via API integrations.  

N/A

CreatorId

Guid

The unique identifier for the User who created the company record. 

UserInformationView

DateCreated

DateTime

The date the company Record was created. 

N/A

ModifierId

Guid

The unique identifier for the User who last modified the company record. 

UserInformationView

DateModified

DateTime

The date the company record was last modified

N/A

OwnerId

Guid

The unique identifier for the User who is the Owner of this record. 

UserInformationView