From a24c2efb5af859e23c6f8bfe194088bab78f7d68 Mon Sep 17 00:00:00 2001 From: =?UTF-8?q?Pablo=20Mart=C3=ADn?= Date: Thu, 22 Aug 2024 12:23:14 +0000 Subject: [PATCH] Merged PR 2631: Accounting Report Exposures # Description Creates exposure entries for the accounting reports that are already in production (Invoicing and Crediting and Resolutions Host Payments). # Checklist - __NA__ ~~[ ] The edited models and dependants run properly with production data.~~ - [X] The edited models are sufficiently documented. - __NA__ ~~[ ] The edited models contain PK tests, and I've ran and passed them.~~ - __NA__ ~~[ ] I have checked for DRY opportunities with other models and docs.~~ - __NA__ ~~[ ] 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: #17550 --- models/reporting/exposures.yaml | 38 ++++++++++++++++++++++++++++++++- 1 file changed, 37 insertions(+), 1 deletion(-) diff --git a/models/reporting/exposures.yaml b/models/reporting/exposures.yaml index 4fc395d..92ae3c1 100644 --- a/models/reporting/exposures.yaml +++ b/models/reporting/exposures.yaml @@ -169,4 +169,40 @@ exposures: owner: name: Joaquin Ossa - email: joaquin.ossa@superhog.com \ No newline at end of file + email: joaquin.ossa@superhog.com + + - name: invoicing_and_crediting + label: Invoicing and Crediting + type: dashboard + maturity: high + url: https://app.powerbi.com/Redirect?action=OpenReport&appId=4a019abb-880f-4184-adc9-440ebd950e00&reportObjectId=9d97fb1e-505e-4592-8a37-d28526a93f4c&ctid=862842df-2998-4826-bea9-b726bc01d3a7&reportPage=ReportSectionddc493aece54c925670a&pbi_source=appShareLink&portalSessionId=0d09c72c-773d-47ee-9fc5-aeb0727359d4 + description: | + A PBI report that displays very granular detail on Invoices and Credit + Notes from Xero. The report is designed to support data access for some + backoffice processes in the finance team, but it can probably be leveraged + for many data extraction purposes around invoices and credit notes. + + depends_on: + - ref('xero__sales_denom_mart') + + owner: + name: Pablo Martin + email: pablo.martin@superhog.com + + - name: resolutions_host_payments + label: Resolutions Host Payments + type: dashboard + maturity: high + url: https://app.powerbi.com/Redirect?action=OpenReport&appId=4a019abb-880f-4184-adc9-440ebd950e00&reportObjectId=86abbd2f-bfa5-4a51-adf5-4c7a3be9de07&ctid=862842df-2998-4826-bea9-b726bc01d3a7&reportPage=ReportSectionddc493aece54c925670a&pbi_source=appShareLink&portalSessionId=0d09c72c-773d-47ee-9fc5-aeb0727359d4 + description: | + A PBI report that shows bank transaction payments that have been made + listed in the Resolutions Host Payments account in our accounting books. + It helps in understanding how many Resolutions payouts and for what total + value have happened over time. + + depends_on: + - ref('xero__bank_transaction_denom_mart') + + owner: + name: Pablo Martin + email: pablo.martin@superhog.com