Clarity Table Finder for BI Teams

Problem Context

Business Intelligence (BI) analysts and PPM teams use Clarity to pull data for reports, but finding the right tables is slow and error-prone. The built-in data dictionary is hard to navigate, and obscure data (like rev cycle or work queue tables) requires guesswork or manual databases. This wastes hours per week and delays critical reporting.

Pain Points

Users struggle with Clarity’s unclear table names, no direct mapping from business terms to technical tables, and dozens of INI-filtered results with no clear best match. They’ve tried personal databases, Caboodle ER diagrams, and vendor support—but these don’t cover obscure data or scale for team use. Every ad-hoc request becomes a time-consuming hunt.

Impact

Delays in reporting lead to missed revenue opportunities, overtime for analysts, and frustrated stakeholders. Obscure data requests (e.g., rev cycle audits) can’t be fulfilled quickly, forcing teams to rely on manual workarounds or outsourced consultants. The financial cost of wasted time adds up to thousands per year per analyst.

Urgency

This is a daily pain for BI teams. Without a solution, analysts spend 5+ hours/week guessing table names, leading to errors, rework, and lost trust. Obscure data requests can’t be ignored—they’re mission-critical for finance, operations, and executive reporting. Teams need this fixed now to restore efficiency.

Target Audience

BI Analysts, Data Analysts, and PPM/Clarity Admins in enterprise IT. These roles work with Clarity daily to pull data for reports, audits, and strategic decisions. They’re also found in consulting firms, government agencies, and large corporations using Clarity for project portfolio management.

Solution Approach

A Clarity Table Finder is a browser extension or SaaS tool that maps business terms (e.g., ‘rev cycle transactions’) to exact Clarity tables/columns. It indexes Clarity’s metadata, filters by INI/object type, and ranks results by usage frequency. Users type a business term, get the correct table, and pull data instantly—no more guessing or manual databases.

Key Features

1. INI/Object Filters: Narrow results by INI code, object type, or usage frequency to avoid dozens of irrelevant tables.
2. Query Templates: Save common requests (e.g., ‘monthly rev cycle report’) for reuse.
3. Team Sharing: Collaborate on saved queries and table mappings across the BI team.

User Experience

Users install the browser extension, log in, and type a business term (e.g., ‘project budget variance’). The tool returns the exact table, columns, and a sample query. They copy-paste the query into Clarity or export the data to Power BI—all in under 2 minutes. No more digging through INI filters or asking senior analysts for help.

Differentiation

Unlike Clarity’s native tools (which require manual effort), this solution understands business terms and maps them directly to tables. It’s faster than Caboodle ER diagrams (incomplete) and more accurate than personal databases (not scalable). The proprietary dataset of obscure tables (e.g., rev cycle) gives it a moat over generic data tools.

Scalability

Start with a freemium browser extension → add team features (collaboration, API access) → expand to a SaaS platform with integrations (Power BI, Tableau). Pricing scales with team size (per-seat or per-team). Enterprise teams can white-label the tool for their Clarity instances.

Expected Impact

Users save 5+ hours/week on data hunting, reduce errors in reports, and fulfill obscure requests instantly. Teams collaborate better with shared query templates. The tool becomes a *must-have- for Clarity-powered BI—restoring workflows and freeing time for higher-value analysis.