Merged PR 4483: Adding targets (to be revised). Allows multi-year last-date computation
# Description Changes: * Adds template for targets -> These need to be revised * Adds comparison of values vs. targets * Allows for multi-year last date computation (allowing multiple years to be selected, not just the last one) # 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, #27805
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Oriol Roqué Paniagua
parent
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commit
85c2c73da7
6 changed files with 332 additions and 40 deletions
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@ -153,39 +153,73 @@
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with
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int_ytd_mtd_main_metrics_overview as (
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select * from {{ ref("int_ytd_mtd_main_metrics_overview") }}
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),
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stg_seed__main_metrics_targets as (
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select * from {{ ref("stg_seed__main_metrics_targets") }}
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),
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main_metrics_aggregation as (
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{% for metric in metrics %}
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select
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calendar_year,
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financial_year,
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date,
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previous_year_date,
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dimension,
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dimension_value,
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{{ metric.id_metric }} as id_metric,
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-- quotation marks added because text format
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'{{ metric.name }}' as metric_name,
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{{ metric.requires_invoicing_data }} as requires_invoicing_data,
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{{ metric.current_month_MTD }} as current_month_mtd,
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{{ metric.previous_month_EOM }} as previous_month_eom,
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{{ metric.previous_year_MTD }} as previous_year_mtd,
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{{ metric.current_YTD }} as current_year_ytd,
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{{ metric.previous_YTD }} as previous_year_ytd,
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{{ metric.current_month_MTD }}
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- {{ metric.previous_month_EOM }}
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as diff_current_month_mtd_vs_previous_month_eom,
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{{ metric.current_month_MTD }}
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- {{ metric.previous_year_MTD }}
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as diff_current_month_mtd_vs_previous_year_mtd,
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{{ metric.current_YTD }}
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- {{ metric.previous_YTD }} as diff_current_ytd_vs_previous_ytd,
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{{ metric.current_month_MTD }}
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/ nullif({{ metric.previous_month_EOM }}, 0)
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- 1 as rel_diff_current_month_mtd_vs_previous_month_eom,
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{{ metric.current_month_MTD }}
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/ nullif({{ metric.previous_year_MTD }}, 0)
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- 1 as rel_diff_current_month_mtd_vs_previous_year_mtd,
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{{ metric.current_YTD }} / nullif({{ metric.previous_YTD }}, 0)
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- 1 as rel_diff_current_ytd_vs_previous_ytd
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from int_ytd_mtd_main_metrics_overview
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{% if not loop.last %}
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union all
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{% endif %}
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{% endfor %}
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)
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{% for metric in metrics %}
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select
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calendar_year,
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financial_year,
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date,
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previous_year_date,
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dimension,
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dimension_value,
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{{ metric.id_metric }} as id_metric,
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-- quotation marks added because text format
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'{{ metric.name }}' as metric_name,
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{{ metric.requires_invoicing_data }} as requires_invoicing_data,
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{{ metric.current_month_MTD }} as current_month_mtd,
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{{ metric.previous_month_EOM }} as previous_month_eom,
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{{ metric.previous_year_MTD }} as previous_year_mtd,
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{{ metric.current_YTD }} as current_year_ytd,
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{{ metric.previous_YTD }} as previous_year_ytd,
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{{ metric.current_month_MTD }}
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- {{ metric.previous_month_EOM }}
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as diff_current_month_mtd_vs_previous_month_eom,
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{{ metric.current_month_MTD }}
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- {{ metric.previous_year_MTD }} as diff_current_month_mtd_vs_previous_year_mtd,
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{{ metric.current_YTD }}
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- {{ metric.previous_YTD }} as diff_current_ytd_vs_previous_ytd,
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{{ metric.current_month_MTD }} / nullif({{ metric.previous_month_EOM }}, 0)
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- 1 as rel_diff_current_month_mtd_vs_previous_month_eom,
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{{ metric.current_month_MTD }} / nullif({{ metric.previous_year_MTD }}, 0)
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- 1 as rel_diff_current_month_mtd_vs_previous_year_mtd,
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{{ metric.current_YTD }} / nullif({{ metric.previous_YTD }}, 0)
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- 1 as rel_diff_current_ytd_vs_previous_ytd
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from int_ytd_mtd_main_metrics_overview
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{% if not loop.last %}
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union all
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{% endif %}
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{% endfor %}
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select
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metrics.*,
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-- EOM target --
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targets.target_eom_value as target_eom_value,
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metrics.current_month_mtd
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- targets.target_eom_value as diff_current_month_mtd_vs_eom_target,
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metrics.current_month_mtd / nullif(targets.target_eom_value, 0)
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- 1 as rel_diff_current_month_mtd_vs_eom_target,
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-- YTD target --
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targets.target_ytd_value as target_ytd_value,
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metrics.current_year_ytd
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- targets.target_ytd_value as diff_current_ytd_vs_ytd_target,
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metrics.current_year_ytd / nullif(targets.target_ytd_value, 0)
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- 1 as rel_diff_current_ytd_vs_ytd_target,
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-- EOFY target --
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targets.target_eofy_value as target_eofy_value,
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metrics.current_year_ytd
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- targets.target_eofy_value as diff_current_ytd_vs_eofy_target,
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metrics.current_year_ytd / nullif(
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targets.target_eofy_value, 0
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) as achievement_rate_current_ytd_vs_eofy_target
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from main_metrics_aggregation as metrics
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left join
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stg_seed__main_metrics_targets as targets
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on metrics.id_metric = targets.id_metric
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and date_trunc('month', metrics.date) = date_trunc('month', targets.target_date)
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@ -2312,3 +2312,61 @@ models:
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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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- name: target_eom_value
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data_type: numeric
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description: |
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The EOM target value for this metric. This is the value that we aim to
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achieve by the end of the month. It can be null if the target is not
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available.
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- name: target_ytd_value
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data_type: numeric
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description: |
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The YTD target value for this metric. This is the cumulative value that we
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aim to achieve by the end of each month with respect to the beginning of the
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financial year, that will put us to reach the EOFY target. It can be null if
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the target is not available.
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- name: target_eofy_value
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data_type: numeric
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description: |
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The EOFY target value for this metric. This is the value that we aim to
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achieve by the end of the financial year. It can be null if the target is
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not available.
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- name: diff_current_month_mtd_vs_eom_target
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data_type: numeric
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description: |
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Difference between the current month MTD and the EOM target. It can be null
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if the target is not available.
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- name: diff_current_ytd_vs_ytd_target
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data_type: numeric
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description: |
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Difference between the current year YTD and the YTD target. It can be null
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if the target is not available.
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- name: diff_current_ytd_vs_eofy_target
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data_type: numeric
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description: |
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Difference between the current year YTD and the EOFY target. It can be null
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if the target is not available.
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- name: rel_diff_current_month_mtd_vs_eom_target
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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 EOM target. It can be null
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if the target is not available.
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- name: rel_diff_current_ytd_vs_ytd_target
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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 YTD target. It can be null
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if the target is not available.
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- name: achievement_rate_current_ytd_vs_eofy_target
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data_type: numeric
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description: |
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Achievement rate between the current year YTD and the EOFY target. It can be null
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if the target is not available.
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@ -2073,3 +2073,61 @@ models:
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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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- name: target_eom_value
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data_type: numeric
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description: |
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The EOM target value for this metric. This is the value that we aim to
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achieve by the end of the month. It can be null if the target is not
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available.
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- name: target_ytd_value
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data_type: numeric
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description: |
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The YTD target value for this metric. This is the cumulative value that we
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aim to achieve by the end of each month with respect to the beginning of the
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financial year, that will put us to reach the EOFY target. It can be null if
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the target is not available.
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- name: target_eofy_value
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data_type: numeric
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description: |
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The EOFY target value for this metric. This is the value that we aim to
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achieve by the end of the financial year. It can be null if the target is
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not available.
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- name: diff_current_month_mtd_vs_eom_target
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data_type: numeric
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description: |
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Difference between the current month MTD and the EOM target. It can be null
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if the target is not available.
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- name: diff_current_ytd_vs_ytd_target
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data_type: numeric
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description: |
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Difference between the current year YTD and the YTD target. It can be null
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if the target is not available.
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- name: diff_current_ytd_vs_eofy_target
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data_type: numeric
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description: |
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Difference between the current year YTD and the EOFY target. It can be null
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if the target is not available.
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- name: rel_diff_current_month_mtd_vs_eom_target
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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 EOM target. It can be null
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if the target is not available.
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- name: rel_diff_current_ytd_vs_ytd_target
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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 YTD target. It can be null
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if the target is not available.
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- name: achievement_rate_current_ytd_vs_eofy_target
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data_type: numeric
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description: |
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Achievement rate between the current year YTD and the EOFY target. It can be null
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if the target is not available.
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@ -2,8 +2,8 @@ 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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latest_dates_per_financial_year as (
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select dimension, financial_year, 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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@ -19,7 +19,7 @@ with
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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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group by dimension, financial_year, 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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@ -46,10 +46,22 @@ select
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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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m.rel_diff_current_ytd_vs_previous_ytd as rel_diff_current_ytd_vs_previous_ytd,
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m.target_eom_value as target_eom_value,
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m.diff_current_month_mtd_vs_eom_target as diff_current_month_mtd_vs_eom_target,
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m.rel_diff_current_month_mtd_vs_eom_target
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as rel_diff_current_month_mtd_vs_eom_target,
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m.target_ytd_value as target_ytd_value,
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m.diff_current_ytd_vs_ytd_target as diff_current_ytd_vs_ytd_target,
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m.rel_diff_current_ytd_vs_ytd_target as rel_diff_current_ytd_vs_ytd_target,
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m.target_eofy_value as target_eofy_value,
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m.diff_current_ytd_vs_eofy_target as diff_current_ytd_vs_eofy_target,
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m.achievement_rate_current_ytd_vs_eofy_target
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as achievement_rate_current_ytd_vs_eofy_target
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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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latest_dates_per_financial_year 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.financial_year = ld.financial_year
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and m.date <= ld.latest_available_date
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