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
This commit is contained in:
parent
f5e417c7db
commit
0ec1484846
5 changed files with 136 additions and 2 deletions
|
|
@ -268,6 +268,26 @@ exposures:
|
|||
name: Oriol Roqué
|
||||
email: oriol.roque@superhog.com
|
||||
|
||||
- name: account_managers_margin
|
||||
label: Account Margin
|
||||
type: dashboard
|
||||
maturity: high
|
||||
url: https://app.powerbi.com/groups/me/apps/bb1a782f-cccc-4427-ab1a-efc207d49b62/reports/a35ab979-71a2-4dad-a0d9-b0ad513f9957/ReportSectionddc493aece54c925670a?experience=power-bi
|
||||
description: |
|
||||
A PBI report that shows the revenue, retained revenue after
|
||||
host takehome payments and after host resolutions payments per
|
||||
account, within different time windows.
|
||||
It can help Account Managers to focus on those accounts that are
|
||||
at different margin levels. It can also benefit Resolution Agents
|
||||
to better balance generosity on resolutions payments.
|
||||
|
||||
depends_on:
|
||||
- ref('monthly_aggregated_metrics_history_by_deal_by_time_window')
|
||||
|
||||
owner:
|
||||
name: Oriol Roqué
|
||||
email: oriol.roque@superhog.com
|
||||
|
||||
- name: guest_kpis
|
||||
label: Guest KPIs
|
||||
type: dashboard
|
||||
|
|
|
|||
|
|
@ -1406,6 +1406,7 @@ models:
|
|||
- not_null
|
||||
- accepted_values:
|
||||
values:
|
||||
- All History
|
||||
- Previous 12 months
|
||||
- Previous 6 months
|
||||
- Previous 3 months
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue