Merged PR 4444: Exposes ytd_mtd_aggregated_main_metrics_overview
# Description Exposes ytd_mtd_aggregated_main_metrics_overview in reporting. I changed a bit the logic for exclusion, I believe this is a bit more clear than how it's currently done for the mtd/monthly metrics. # 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: #27609
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Oriol Roqué Paniagua
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2 changed files with 196 additions and 0 deletions
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@ -1917,3 +1917,145 @@ models:
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- name: is_deal_in_xero
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data_type: boolean
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description: "Flag to indicate if the deal is in Xero."
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- name: ytd_mtd_aggregated_main_metrics_overview
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description: |
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This model provides a high-level overview of the main metrics for the month-to-date
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and financial year-to-date periods. Data is aggregated at metric level, and provides
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evolutions current month MTD vs. previous month EOM, current month MTD vs. previous
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year MTD and current YTD vs. previous YTD.
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data_tests:
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- dbt_utils.unique_combination_of_columns:
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combination_of_columns:
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- date
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- dimension
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- dimension_value
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- metric_name
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- dbt_utils.unique_combination_of_columns:
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combination_of_columns:
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- date
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- dimension
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- dimension_value
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- id_metric
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columns:
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- name: date
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data_type: date
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description: The date for the month-to-date and year-to-date metrics.
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data_tests:
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- not_null
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- name: dimension
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data_type: string
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description: The dimension or granularity of the metrics.
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data_tests:
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- accepted_values:
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values:
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- global
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- name: dimension_value
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data_type: string
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description: The value or segment available for the selected dimension.
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data_tests:
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- not_null
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- name: calendar_year
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data_type: integer
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description: The calendar year associated with the data.
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data_tests:
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- not_null
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- name: financial_year
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data_type: integer
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description: The financial year associated with the data.
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data_tests:
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- not_null
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- name: previous_year_date
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data_type: date
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description: |
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The equivalent date in the previous year. It can be null if the
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metric is not available in the previous year
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- name: id_metric
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data_type: integer
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description: |
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Unique ID for this metric. It is preferable to use this ID when
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building a report to ensure changes in the metric name do not
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affect the report.
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data_tests:
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- not_null
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- name: metric_name
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data_type: string
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description: |
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Name of the metric. It is preferable to use the ID of the metric
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when building a report to ensure changes in the metric name do not
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affect the report.
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data_tests:
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- not_null
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- name: is_latest_date
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data_type: integer
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description: |
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Flag to indicate if it's the latest consolidated information for this metric.
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Keep in mind that this can be different depending on the metric, as the invoicing
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cycle limits the availability of the latest data for some metrics.
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data_tests:
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- not_null
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- name: current_month_mtd
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data_type: numeric
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description: |
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Value of the metric for the current month MTD.
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- name: previous_month_eom
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data_type: numeric
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description: |
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Value of the metric for the previous month EOM.
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- name: previous_year_mtd
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data_type: numeric
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description: |
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Value of the metric for the previous year MTD.
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- name: current_year_ytd
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data_type: numeric
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description: |
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Value of the metric for the current year YTD.
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- name: previous_year_ytd
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data_type: numeric
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description: |
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Value of the metric for the previous year YTD.
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- name: diff_current_month_mtd_vs_previous_month_eom
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data_type: numeric
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description: |
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Difference between the current month MTD and the previous month EOM.
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- name: diff_current_month_mtd_vs_previous_year_mtd
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data_type: numeric
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description: |
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Difference between the current month MTD and the previous year MTD.
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- name: diff_current_ytd_vs_previous_ytd
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data_type: numeric
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description: |
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Difference between the current year YTD and the previous year YTD.
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- name: rel_diff_current_month_mtd_vs_previous_month_eom
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data_type: numeric
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description: |
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Relative difference between the current month MTD and the previous month EOM.
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- name: rel_diff_current_month_mtd_vs_previous_year_mtd
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data_type: numeric
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description: |
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Relative difference between the current month MTD and the previous year MTD.
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- name: rel_diff_current_ytd_vs_previous_ytd
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data_type: numeric
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description: |
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Relative difference between the current year YTD and the previous year YTD.
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@ -0,0 +1,54 @@
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with
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int_ytd_mtd_aggregated_main_metrics_overview as (
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select * from {{ ref("int_ytd_mtd_aggregated_main_metrics_overview") }}
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),
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latest_dates as (
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select dimension, id_metric, max(date) as latest_available_date
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from int_ytd_mtd_aggregated_main_metrics_overview
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where
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(
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(
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-- Not show current + previous month if the metric depends on
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-- invoicing cycle and it is before the 20th of the month, if it
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-- is the 20th of the month or after, only exclude the current
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-- month.
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requires_invoicing_data = true
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and {{ is_date_before_20th_of_previous_month("date") }}
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)
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-- Keep all history for the rest of metrics
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or requires_invoicing_data = false
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)
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-- To do: handle exclusion for Churn/MRR metrics once these are created
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group by dimension, id_metric
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)
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select
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m.calendar_year as calendar_year,
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m.financial_year as financial_year,
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m.date as date,
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case when m.date = ld.latest_available_date then 1 else 0 end as is_latest_date,
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m.previous_year_date as previous_year_date,
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m.dimension as dimension,
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m.dimension_value as dimension_value,
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m.id_metric as id_metric,
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m.metric_name as metric_name,
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m.current_month_mtd as current_month_mtd,
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m.previous_month_eom as previous_month_eom,
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m.previous_year_mtd as previous_year_mtd,
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m.current_year_ytd as current_year_ytd,
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m.previous_year_ytd as previous_year_ytd,
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m.diff_current_month_mtd_vs_previous_month_eom
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as diff_current_month_mtd_vs_previous_month_eom,
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m.diff_current_month_mtd_vs_previous_year_mtd
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as diff_current_month_mtd_vs_previous_year_mtd,
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m.diff_current_ytd_vs_previous_ytd as diff_current_ytd_vs_previous_ytd,
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m.rel_diff_current_month_mtd_vs_previous_month_eom
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as rel_diff_current_month_mtd_vs_previous_month_eom,
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m.rel_diff_current_month_mtd_vs_previous_year_mtd
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as rel_diff_current_month_mtd_vs_previous_year_mtd,
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m.rel_diff_current_ytd_vs_previous_ytd as rel_diff_current_ytd_vs_previous_ytd
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from int_ytd_mtd_aggregated_main_metrics_overview m
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inner join
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latest_dates ld
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on m.dimension = ld.dimension
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and m.id_metric = ld.id_metric
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and m.date <= ld.latest_available_date
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