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Source Inventory

Remove these blockquote instructions when filling in this template.

Summary

Field Value
Model Name
Last Updated
Total Sources

List all data sources that feed into this semantic model. Include both primary and reference/lookup sources.

Sources

# Source Name Source Type Connection Schema / Object Description Refresh Method Owner
1 SQL Database / Excel / SharePoint / API / Dataflow / Other Full / Incremental / Manual
2
3

Source Type: The kind of data source (SQL Server, Azure SQL, Excel workbook, SharePoint list, Dataflow, REST API, CSV, etc.)

Connection: Connection string summary or gateway name. Do not include credentials or sensitive connection details.

Schema / Object: Database schema, table name, file path, or API endpoint.

Refresh Method: How the data is loaded - full extract, incremental load, manual paste, etc.

Source Dependencies

Note any dependencies between sources, such as lookup tables that must be refreshed before fact tables, or staging dataflows that feed this model.

Dependency Description

Access and Credentials

Do NOT include actual credentials, tokens, or passwords here. Only note what type of authentication is used and who manages access.

Source Auth Method Access Managed By
Service Account / OAuth / API Key / Windows Auth

Data Freshness

How current is the data from each source

Source Update Frequency Typical Lag
Daily / Hourly / Real-time / Manual

Notes

Any additional context about the sources - known quality issues, planned migrations, deprecation notices, etc.