Merged PR 3967: Adds an "All History" time window to Account Margin
# Description Quick improvement to be able to report the same setup of metrics by considering all account history up to a certain date. It adds a new computation flow for this All History window. Note that I needed to update the macro to override this case by using unbounded preceding. I also took the opportunity to update the exposures of the new report. # Checklist - [X] The edited models and dependants run properly with production data. - [X] The edited models are sufficiently documented. - [X] The edited models contain PK tests, and I've ran and passed them. - [X] I have checked for DRY opportunities with other models and docs. - [X] I've picked the right materialization for the affected models. # Other - [ ] Check if a full-refresh is required after this PR is merged. Related work items: #26085
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Oriol Roqué Paniagua
parent
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commit
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5 changed files with 136 additions and 2 deletions
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@ -6,6 +6,105 @@ with
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int_hubspot__deal as (
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select * from {{ ref("int_hubspot__deal") }}
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),
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metric_aggregation_all_history as (
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select
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date,
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id_deal,
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main_deal_name,
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main_billing_country_iso_3_per_deal,
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deal_lifecycle_state,
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'All History' as time_window,
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"date", "min", "id_deal", "date", "", 1, True
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"date", "max", "id_deal", "date", "", 1, True
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"created_bookings", "sum", "id_deal", "date", "", 1, True
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"listings_booked_in_month", "avg", "id_deal", "date", "", 1, True
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"total_revenue_in_gbp", "sum", "id_deal", "date", "", 1, True
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"total_guest_payments_in_gbp", "sum", "id_deal", "date", "", 1, True
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"xero_operator_net_fees_in_gbp", "sum", "id_deal", "date", "", 1, True
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"xero_apis_net_fees_in_gbp", "sum", "id_deal", "date", "", 1, True
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"xero_waiver_paid_back_to_host_in_gbp",
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"sum",
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"id_deal",
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"date",
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"",
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1,
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True
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"xero_host_resolution_amount_paid_in_gbp",
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"sum",
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"id_deal",
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"date",
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"",
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1,
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True
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"xero_host_resolution_payment_count",
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"sum",
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"id_deal",
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"date",
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"",
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1,
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True
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"revenue_retained_in_gbp", "sum", "id_deal", "date", "", 1, True
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)
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}},
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{{
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calculate_aggregation_between_preceeding_x_and_y(
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"revenue_retained_post_resolutions_in_gbp",
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"sum",
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"id_deal",
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"date",
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"",
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1,
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True
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)
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}}
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from int_monthly_aggregated_metrics_history_by_deal
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),
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metric_aggregation_previous_12_months as (
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select
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date,
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@ -359,6 +458,9 @@ with
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from int_monthly_aggregated_metrics_history_by_deal
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),
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metric_aggregation_by_deal as (
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select *
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from metric_aggregation_all_history
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union all
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select *
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from metric_aggregation_previous_12_months
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union all
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@ -1438,6 +1438,7 @@ models:
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- not_null
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- accepted_values:
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values:
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- All History
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- Previous 12 months
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- Previous 6 months
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- Previous 3 months
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@ -268,6 +268,26 @@ exposures:
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name: Oriol Roqué
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email: oriol.roque@superhog.com
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- name: account_managers_margin
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label: Account Margin
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type: dashboard
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maturity: high
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url: https://app.powerbi.com/groups/me/apps/bb1a782f-cccc-4427-ab1a-efc207d49b62/reports/a35ab979-71a2-4dad-a0d9-b0ad513f9957/ReportSectionddc493aece54c925670a?experience=power-bi
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description: |
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A PBI report that shows the revenue, retained revenue after
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host takehome payments and after host resolutions payments per
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account, within different time windows.
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It can help Account Managers to focus on those accounts that are
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at different margin levels. It can also benefit Resolution Agents
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to better balance generosity on resolutions payments.
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depends_on:
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- ref('monthly_aggregated_metrics_history_by_deal_by_time_window')
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owner:
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name: Oriol Roqué
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email: oriol.roque@superhog.com
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- name: guest_kpis
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label: Guest KPIs
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type: dashboard
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@ -1406,6 +1406,7 @@ models:
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- not_null
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- accepted_values:
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values:
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- All History
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- Previous 12 months
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- Previous 6 months
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- Previous 3 months
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