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Datamart

The Datamart tab publishes the content of your FoxPlan workspace into an analytical data warehouse. It is the foundation for rich cross-cutting reporting, beyond the built-in dashboards.

Settings → Workspace → Datamart

What it is good for

  • Feed Power BI, Tableau, Qlik Sense, Looker or any SQL tool
  • Cross FoxPlan with other sources (CRM, ERP, accounting)
  • Keep a history beyond the application retention
  • Run predictive analytics or data science

Data model

The datamart exposes denormalized BI-ready tables:

TableContent
dim_projectProjects, statuses, dates, classifications
dim_portfolioPortfolios, hierarchies
dim_resourceUsers and generic resources
dim_dateCalendar (days, weeks, months, quarters)
fact_allocationPlanned allocations
fact_progressDaily progress
fact_timesheetTimesheet entries
fact_budgetBudget lines
fact_risk / fact_decisionRegisters

The custom fields defined in Custom fields are automatically exposed.

Publication mode

  • Scheduled push — FoxPlan pushes to an S3 / Azure Blob / GCS data lake on a regular schedule
  • Direct connection — Read-only SQL endpoint (depending on licence)
  • Manual export — On-demand Parquet or CSV download

Security

  • Access rights are preserved: a user only sees in the datamart what they see in FoxPlan
  • The datamart credentials are separate from the application credentials
  • Traffic is encrypted (TLS) and the audit log traces every export
Volume

The datamart size can be large for workspaces with a long history. Plan the warehouse capacity accordingly.