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Feb 13, 2026

BI CVW TransactionData - Power BI

                                                                                                                             

Purpose:

The BI_CVW_TransactionData view consolidates all transactional information at the line-item level for contracts, capturing details about customers, stores, items, pricing, rental and sales data, delivery and pickup information, and operational metrics. This view is essential for revenue analysis, operational reporting, fulfillment tracking, and performance analytics.

                                                                                                                                                                     

Key Features:

  • Provides detailed transaction-level and line-item-level data for contracts.

  • Includes both rental and sales items, along with associated quantities, pricing, discounts, and revenue.

  • Tracks delivery and pickup dates, trucks, and responsible parties.

  • Calculates operational metrics such as Days to Close, Aging, Quantity Available, and Utilization.

  • Integrates customer, store, department, and division metadata.

  • Aggregates OEC (Original Equipment Cost) and Asset Sales for financial analysis.

                                                                                                                      

Primary Columns & Metrics:

Column

Description

Contract No

Unique identifier for the contract.

Store No

Store associated with the contract.

Customer No

Customer identifier.

Stat

Contract status.

DaysToClose

Number of days from completion to close of the contract.

Aging

Number of days since the contract date.

Status

Text description of the transaction status.

Contract Date / Contract Time

Date and time the contract was created.

Last Modified Date

Date the contract record was last updated.

Close Date

Contract close date.

Billed Date

Date the contract was billed.

Completed Date

Date the contract was completed (paid in full).

Rent Amt / Sale Amt / Tax Amt / Dmg Wvr Amt / Total / Total Paid

Financial metrics for the contract.

PaymentMethod

Method used to pay for the contract.

Total Owed / Deposit Paid Amt

Outstanding and deposit amounts.

Contact / Contact Phone / OrderedBy

Customer contact information.

Promised / Actual Delivery / Pickup Dates

Scheduled and actual delivery/pickup dates.

Delivery / Pickup Truck Name

Truck assigned for delivery or pickup.

Delivered To / Delivery Address / City / ZipCode

Pickup from /Pickup address/City/zipcode

Delivery location details.

Pick up location details.

Job PO / Job Id

Job identifiers related to the transaction.

TransType

Type of transaction.

ItemNum / Item Name / Category Name / ItemKey / Header

Item identification and classification.

Qty / Units

Quantity of the item in the line.

Hours

Hours associated with the item (for rentals).

Price / Revenue / Discount Percent / DmgWvr

Pricing, revenue, discounts, and damage waiver applied.

AssetSales / SalesLessAsset

Asset sale amounts, with adjustments for discounts.

QtyOnRent / QtyOffRent / QtyIRO / QtyIMO

Quantities by item rental type.

QtyOwned / Quantity Available / Utilization

Stock levels, availability, and utilization metrics.

Weight / CubicSize

Physical properties of the item for logistical planning.

DepartmentName / DivisionName

Organizational metadata for reporting.

Customer Type

Type of customer (e.g., residential, commercial).

ContractType / CreditContract

Classification of the contract type.

DateRange

Predefined date range grouping (MTD, YTD, TTM, etc.).

SecondaryStatus / Line Status

Additional status information for contracts and line items.

ItemGroup / UserDefined1 / UserDefined2


Operator Assigned, Operator Creator , 

Operator LastModified


Contract Class

Custom fields for grouping and reporting purposes.




Standard

Continuation Contract

Internal Repair

Internal Maintenance

Internal Service

Work Order

Transfer - One Way

Transfer - Round Trip

Logistics Ticket

Subrental

Finance Charges

Credit

Event Contract

Delay Contract

Historical Contract

                                                                                                                                          

                                                                

Business Use Cases:

  • Calculate rental production analysis.

  • Calculates Will calls vs. Drivers.

  • Monitor contract performance and fulfillment status across stores, customers, and time periods.

  • Analyze rental and sales revenue, discount usage, and asset sales.

  • Track delivery and pickup performance and associated logistics.

  • Calculate operational KPIs like utilization, Days to Close, and Aging.

  • Support forecasting and financial reporting.                                                                                                                                         

                                                             

Additional Notes:

  • Differentiates between rental and sales items based on item type.

  • Supports detailed financial calculations including revenue, discount adjustments, and OEC for each line item.

                                                                                                                                                      

POR Tables

  • Transactions 

  • PaymentMethod 

  • TransactionType

  • Salesman 

  • TransactionItems

  • ItemFile

  • ItemCategory 

  • CustomerFile 

  • ParameterFile 

  • ItemDivision 

  • TransactionStatus 

  • ItemType

  • CustomerType

  • TransactionSecondaryStatus 

  • DeliveryTrucks 

  • DeliveryTrucks (PickupTrucks)

  • TransactionOperation 

  • ItemDepartment 

  • ItemPurchaseDetail

  • SoldAssetFile



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