Merged PR 4948: Reporting model for mtd aggregated metrics by deal
# Description Creates a new model for reporting. It includes any relevant metric at Deal level in a similar format as we do for `mtd_aggregated_metrics`. Additionally, there's few Deal attributes - from Hubspot, segmentations, lifecycles, etc. In order to dynamically choose which metrics are relevant on a Deal level, I modified the configuration in `int_mtd_aggregated_metrics` so the extraction is under control. # 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. **Worth discussing the possibilities to include indexes in the future** # Other - [ ] Check if a full-refresh is required after this PR is merged. Related work items: #28998
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Oriol Roqué Paniagua
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64
models/reporting/general/mtd_aggregated_metrics_by_deal.sql
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models/reporting/general/mtd_aggregated_metrics_by_deal.sql
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@ -0,0 +1,64 @@
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with
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int_mtd_aggregated_metrics_by_deal as (
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select * from {{ ref("int_mtd_aggregated_metrics_by_deal") }}
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)
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select
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-- PRIMARY KEY --
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m.date as date,
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m.id_deal as id_deal,
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m.metric as metric,
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-- TIME ATTRIBUTES --
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m.year as year,
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m.month as month,
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m.day as day,
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case when m.is_end_of_month then 1 else 0 end as is_end_of_month,
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case when m.is_current_month then 1 else 0 end as is_current_month,
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case
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when m.is_end_of_month_or_yesterday then 1 else 0
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end as is_end_of_month_or_yesterday,
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m.first_day_month as first_day_month,
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-- MAIN DEAL ATTRIBUTES --
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m.deal as deal,
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m.active_accommodations_per_deal_segmentation
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as active_accommodations_per_deal_segmentation,
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m.main_billing_country_iso_3_per_deal as main_billing_country_iso_3_per_deal,
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-- HUBSPOT ATTRIBUTES --
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m.account_manager as account_manager,
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-- DEAL BUSINESS SCOPE
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m.business_scope as business_scope,
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-- DEAL LIFECYCLE --
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m.deal_lifecycle_state as deal_lifecycle_state,
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-- METRIC VALUES AND DISPLAY --
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m.order_by as order_by,
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m.number_format as number_format,
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m.value as value,
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m.previous_year_value as previous_year_value,
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m.relative_increment as relative_increment,
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m.relative_increment_with_sign_format as relative_increment_with_sign_format
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from int_mtd_aggregated_metrics_by_deal m
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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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m.display_exclusion = 'INVOICING'
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and {{ is_date_before_20th_of_previous_month("m.date") }}
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)
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or (
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-- Handle exclusion for Churn/MRR metrics: do not show them in the
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-- current month.
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m.display_exclusion = 'ONGOING_MONTH'
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and date_trunc('month', m.date) < date_trunc('month', current_date)
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)
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-- Keep all history for the rest of metrics
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or m.display_exclusion = 'NONE'
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)
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@ -455,7 +455,7 @@ models:
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data_type: numeric
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description: |
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Relative_increment value multiplied by -1 in case this metric's growth doesn't have a
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positive impact for Superhog, otherwise is equal to relative_increment.
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positive impact for Truvi, otherwise is equal to relative_increment.
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This value is specially created for formatting in PBI
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- name: monthly_aggregated_metrics_history_by_deal
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@ -2323,3 +2323,188 @@ models:
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Relative difference between the current year YTD and the YTD target,
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with a sign to represent if the relative difference is good (positive) or bad
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(negative) for our business.
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- name: mtd_aggregated_metrics_by_deal
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description: |
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This model aggregates the historic information of our business by providing
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different metrics at account level (by id_deal).
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Additionally it provides Deal attributes.
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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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- metric
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- id_deal
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columns:
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- name: year
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data_type: int
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description: Year number of the given date.
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data_tests:
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- not_null
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- name: month
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data_type: int
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description: Month number of the given date.
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data_tests:
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- not_null
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- name: day
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data_type: int
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description: Day monthly number of the given date.
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data_tests:
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- not_null
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- name: is_end_of_month
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data_type: boolean
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description: Is end of month, 1 for yes, 0 for no.
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data_tests:
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- not_null
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- name: is_current_month
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data_type: boolean
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description: |
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Checks if the date is within the current executed month,
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1 for yes, 0 for no.
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data_tests:
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- not_null
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- name: is_end_of_month_or_yesterday
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data_type: boolean
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description: |
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Checks if the date is end of month or yesterday,
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1 for yes, 0 for no.
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data_tests:
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- not_null
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- name: first_day_month
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data_type: date
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description: |
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First day of the month corresponding to the date field.
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It comes from int_dates_mtd logic.
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data_tests:
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- not_null
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- name: date
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data_type: date
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description: |
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Main date for the computation, that is used for filters.
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It comes from int_dates_mtd logic.
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data_tests:
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- not_null
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- latest_date_is_yesterday
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- name: id_deal
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data_type: string
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description: |
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Unique ID for a deal, or account.
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data_tests:
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- not_null
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- name: deal
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data_type: string
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description: |
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Combination of the ID and the Name of the deal.
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data_tests:
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- not_null
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- name: active_accommodations_per_deal_segmentation
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data_type: string
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description: |
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Segment value based on the number of listings booked in 12 months
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for a given deal and date.
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data_tests:
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- not_null
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- accepted_values:
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values:
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- "0"
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- "01-05"
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- "06-20"
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- "21-60"
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- "61+"
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- "UNSET"
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- name: main_billing_country_iso_3_per_deal
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data_type: string
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description: |
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ISO 3166-1 alpha-3 main country code in which the Deal is billed.
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In some cases it's null.
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- name: business_scope
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data_type: string
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description: |
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Business scope identifying the metric source.
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data_tests:
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- not_null
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- accepted_values:
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values:
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- "Old Dash"
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- "New Dash"
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- "API"
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- "UNSET"
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- name: account_manager
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data_type: string
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description: |
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Account manager of the deal.
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In some cases it's null.
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- name: deal_lifecycle_state
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data_type: string
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description: |
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Lifecycle state of the deal.
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- name: metric
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data_type: text
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description: Name of the business metric.
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data_tests:
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- not_null
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- name: order_by
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data_type: integer
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description: |
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Order for displaying purposes. Null values are accepted, but keep
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in mind that then there's no default controlled display order.
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- name: number_format
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data_type: text
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description: Allows for grouping and formatting for displaying purposes.
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data_tests:
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- accepted_values:
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values:
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[
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"integer",
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"percentage",
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"currency_gbp",
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"converted_metric_currency_gbp",
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]
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- name: value
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data_type: numeric
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description: |
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Numeric value (integer or decimal) that corresponds to the MTD computation of the metric
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at a given date. Note that if the month is not in progress, then this value corresponds
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to the monthly figure.
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data_tests:
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- not_null
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- name: previous_year_value
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data_type: numeric
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description: |
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Numeric value (integer or decimal) that corresponds to the MTD computation of the metric
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on the previous year at a given date.
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data_tests:
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- not_null
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- name: relative_increment
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data_type: numeric
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description: |
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Numeric value that corresponds to the relative increment between value and previous year value,
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following the computation: value / previous_year_value - 1.
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- name: relative_increment_with_sign_format
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data_type: numeric
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description: |
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Relative_increment value multiplied by -1 in case this metric's growth doesn't have a
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positive impact for Truvi, otherwise is equal to relative_increment.
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This value is specially created for formatting in PBI
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