Relative increments with sign

2025-02-25 12:30:23 +01:00 · 2025-02-25 12:30:23 +01:00 · f5718ded4d
commit f5718ded4d
parent fdec616fe6
4 changed files with 159 additions and 27 deletions
--- a/models/intermediate/cross/int_ytd_mtd_aggregated_main_metrics_overview.sql
+++ b/models/intermediate/cross/int_ytd_mtd_aggregated_main_metrics_overview.sql
@ -8,6 +8,7 @@
        "current_YTD": "current_ytd_total_revenue_in_gbp",
        "previous_YTD": "previous_ytd_total_revenue_in_gbp",
        "display_exclusion": "INVOICING",
+        "increment_sign_format": "POSITIVE",
    },
    {
        "id_metric": 2,
@ -18,6 +19,7 @@
        "current_YTD": "current_ytd_revenue_retained_post_resolutions_in_gbp",
        "previous_YTD": "previous_ytd_revenue_retained_post_resolutions_in_gbp",
        "display_exclusion": "INVOICING",
+        "increment_sign_format": "POSITIVE",
    },
    {
        "id_metric": 3,
@ -28,6 +30,7 @@
        "current_YTD": "current_ytd_total_guest_payments_in_gbp",
        "previous_YTD": "previous_ytd_total_guest_payments_in_gbp",
        "display_exclusion": "NONE",
+        "increment_sign_format": "POSITIVE",
    },
    {
        "id_metric": 4,
@ -38,6 +41,7 @@
        "current_YTD": "current_ytd_xero_operator_net_fees_in_gbp",
        "previous_YTD": "previous_ytd_xero_operator_net_fees_in_gbp",
        "display_exclusion": "INVOICING",
+        "increment_sign_format": "POSITIVE",
    },
    {
        "id_metric": 5,
@ -48,6 +52,7 @@
        "current_YTD": "current_ytd_xero_apis_net_fees_in_gbp",
        "previous_YTD": "previous_ytd_xero_apis_net_fees_in_gbp",
        "display_exclusion": "INVOICING",
+        "increment_sign_format": "POSITIVE",
    },
    {
        "id_metric": 6,
@ -58,6 +63,7 @@
        "current_YTD": "current_ytd_billable_bookings",
        "previous_YTD": "previous_ytd_billable_bookings",
        "display_exclusion": "NONE",
+        "increment_sign_format": "POSITIVE",
    },
    {
        "id_metric": 7,
@ -68,6 +74,7 @@
        "current_YTD": "current_ytd_live_deals",
        "previous_YTD": "previous_ytd_live_deals",
        "display_exclusion": "NONE",
+        "increment_sign_format": "POSITIVE",
    },
    {
        "id_metric": 8,
@ -78,6 +85,7 @@
        "current_YTD": "current_ytd_new_deals",
        "previous_YTD": "previous_ytd_new_deals",
        "display_exclusion": "NONE",
+        "increment_sign_format": "POSITIVE",
    },
    {
        "id_metric": 9,
@ -88,6 +96,7 @@
        "current_YTD": "current_ytd_churning_deals",
        "previous_YTD": "previous_ytd_churning_deals",
        "display_exclusion": "NONE",
+        "increment_sign_format": "NEGATIVE",
    },
    {
        "id_metric": 10,
@ -98,6 +107,7 @@
        "current_YTD": "current_ytd_waiver_payout_rate",
        "previous_YTD": "previous_ytd_waiver_payout_rate",
        "display_exclusion": "INVOICING",
+        "increment_sign_format": "NEGATIVE",
    },
    {
        "id_metric": 11,
@ -108,6 +118,7 @@
        "current_YTD": "current_ytd_resolutions_payout_rate",
        "previous_YTD": "previous_ytd_resolutions_payout_rate",
        "display_exclusion": "INVOICING",
+        "increment_sign_format": "NEGATIVE",
    },
    {
        "id_metric": 12,
@ -118,6 +129,7 @@
        "current_YTD": "current_ytd_operator_revenue_per_billable_booking",
        "previous_YTD": "previous_ytd_operator_revenue_per_billable_booking",
        "display_exclusion": "INVOICING",
+        "increment_sign_format": "POSITIVE",
    },
    {
        "id_metric": 13,
@ -128,6 +140,7 @@
        "current_YTD": "current_ytd_waiver_revenue_per_billable_booking",
        "previous_YTD": "previous_ytd_waiver_revenue_per_billable_booking",
        "display_exclusion": "NONE",
+        "increment_sign_format": "POSITIVE",
    },
    {
        "id_metric": 14,
@ -138,6 +151,7 @@
        "current_YTD": "-1*current_ytd_xero_waiver_paid_back_to_host_in_gbp",
        "previous_YTD": "-1*previous_ytd_xero_waiver_paid_back_to_host_in_gbp",
        "display_exclusion": "INVOICING",
+        "increment_sign_format": "NEGATIVE",
    },
    {
        "id_metric": 15,
@ -148,6 +162,7 @@
        "current_YTD": "-1*current_ytd_xero_host_resolution_amount_paid_in_gbp",
        "previous_YTD": "-1*previous_ytd_xero_host_resolution_amount_paid_in_gbp",
        "display_exclusion": "INVOICING",
+        "increment_sign_format": "NEGATIVE",
    },
    {
        "id_metric": 16,
@ -158,6 +173,7 @@
        "current_YTD": "current_ytd_total_revenue_churn_rate",
        "previous_YTD": "previous_ytd_total_revenue_churn_rate",
        "display_exclusion": "ONGOING_MONTH",
+        "increment_sign_format": "NEGATIVE",
    },
    {
        "id_metric": 17,
@ -168,6 +184,7 @@
        "current_YTD": "current_ytd_onboarding_mrr",
        "previous_YTD": "previous_ytd_onboarding_mrr",
        "display_exclusion": "ONGOING_MONTH",
+        "increment_sign_format": "POSITIVE",
    },
 ] %}
 with
@ -190,6 +207,7 @@ with
                -- quotation marks added because text format
                '{{ metric.name }}' as metric_name,
                '{{ metric.display_exclusion }}' as display_exclusion,
+                '{{ metric.increment_sign_format }}' as increment_sign_format,
                {{ metric.current_month_MTD }} as current_month_mtd,
                {{ metric.previous_month_EOM }} as previous_month_eom,
                {{ metric.previous_year_MTD }} as previous_year_mtd,
@ -216,30 +234,63 @@ with
                union all
            {% endif %}
        {% endfor %}
+    ),
+    metrics_with_targets as (
+        select
+            metrics.*,
+            -- EOM target --
+            targets.target_eom_value as target_eom_value,
+            metrics.current_month_mtd
+            - targets.target_eom_value as diff_current_month_mtd_vs_eom_target,
+            metrics.current_month_mtd / nullif(targets.target_eom_value, 0)
+            - 1 as rel_diff_current_month_mtd_vs_eom_target,
+            -- YTD target --
+            targets.target_ytd_value as target_ytd_value,
+            metrics.current_year_ytd
+            - targets.target_ytd_value as diff_current_ytd_vs_ytd_target,
+            metrics.current_year_ytd / nullif(targets.target_ytd_value, 0)
+            - 1 as rel_diff_current_ytd_vs_ytd_target,
+            -- EOFY target --
+            targets.target_eofy_value as target_eofy_value,
+            metrics.current_year_ytd
+            - targets.target_eofy_value as diff_current_ytd_vs_eofy_target,
+            metrics.current_year_ytd / nullif(
+                targets.target_eofy_value, 0
+            ) as achievement_rate_current_ytd_vs_eofy_target
+        from main_metrics_aggregation as metrics
+        left join
+            stg_seed__main_metrics_targets as targets
+            on metrics.id_metric = targets.id_metric
+            and date_trunc('month', metrics.date)
+            = date_trunc('month', targets.target_date)
    )
 select
-    metrics.*,
-    -- EOM target --
-    targets.target_eom_value as target_eom_value,
-    metrics.current_month_mtd
-    - targets.target_eom_value as diff_current_month_mtd_vs_eom_target,
-    metrics.current_month_mtd / nullif(targets.target_eom_value, 0)
-    - 1 as rel_diff_current_month_mtd_vs_eom_target,
-    -- YTD target --
-    targets.target_ytd_value as target_ytd_value,
-    metrics.current_year_ytd
-    - targets.target_ytd_value as diff_current_ytd_vs_ytd_target,
-    metrics.current_year_ytd / nullif(targets.target_ytd_value, 0)
-    - 1 as rel_diff_current_ytd_vs_ytd_target,
-    -- EOFY target --
-    targets.target_eofy_value as target_eofy_value,
-    metrics.current_year_ytd
-    - targets.target_eofy_value as diff_current_ytd_vs_eofy_target,
-    metrics.current_year_ytd / nullif(
-        targets.target_eofy_value, 0
-    ) as achievement_rate_current_ytd_vs_eofy_target
-from main_metrics_aggregation as metrics
-left join
-    stg_seed__main_metrics_targets as targets
-    on metrics.id_metric = targets.id_metric
-    and date_trunc('month', metrics.date) = date_trunc('month', targets.target_date)
+    metrics_with_targets.*,
+    -- Add sign to relative differences --
+    case
+        when increment_sign_format = 'NEGATIVE'
+        then rel_diff_current_month_mtd_vs_previous_month_eom * -1
+        else rel_diff_current_month_mtd_vs_previous_month_eom
+    end as rel_diff_with_sign_current_month_mtd_vs_previous_month_eom,
+    case
+        when increment_sign_format = 'NEGATIVE'
+        then rel_diff_current_month_mtd_vs_previous_year_mtd * -1
+        else rel_diff_current_month_mtd_vs_previous_year_mtd
+    end as rel_diff_with_sign_current_month_mtd_vs_previous_year_mtd,
+    case
+        when increment_sign_format = 'NEGATIVE'
+        then rel_diff_current_ytd_vs_previous_ytd * -1
+        else rel_diff_current_ytd_vs_previous_ytd
+    end as rel_diff_with_sign_current_ytd_vs_previous_ytd,
+    case
+        when increment_sign_format = 'NEGATIVE'
+        then rel_diff_current_month_mtd_vs_eom_target * -1
+        else rel_diff_current_month_mtd_vs_eom_target
+    end as rel_diff_with_sign_current_month_mtd_vs_eom_target,
+    case
+        when increment_sign_format = 'NEGATIVE'
+        then rel_diff_current_ytd_vs_ytd_target * -1
+        else rel_diff_current_ytd_vs_ytd_target
+    end as rel_diff_with_sign_current_ytd_vs_ytd_target
+
+from metrics_with_targets
--- a/models/intermediate/cross/schema.yml
+++ b/models/intermediate/cross/schema.yml
@ -2664,3 +2664,38 @@ models:
        description: |
          Achievement rate between the current year YTD and the EOFY target. It can be null
          if the target is not available.
+
+      - name: rel_diff_with_sign_current_month_mtd_vs_previous_month_eom
+        data_type: numeric
+        description: |
+          Relative difference between the current month MTD and the previous month EOM, 
+          with a sign to represent if the relative difference is good (positive) or bad 
+          (negative) for our business.
+
+      - name: rel_diff_with_sign_current_month_mtd_vs_previous_year_mtd
+        data_type: numeric
+        description: |
+          Relative difference between the current month MTD and the previous year MTD, 
+          with a sign to represent if the relative difference is good (positive) or bad 
+          (negative) for our business.
+
+      - name: rel_diff_with_sign_current_ytd_vs_previous_ytd
+        data_type: numeric
+        description: |
+          Relative difference between the current year YTD and the previous year YTD, 
+          with a sign to represent if the relative difference is good (positive) or bad 
+          (negative) for our business.
+
+      - name: rel_diff_with_sign_current_month_mtd_vs_eom_target
+        data_type: numeric
+        description: |
+          Relative difference between the current month MTD and the EOM target, 
+          with a sign to represent if the relative difference is good (positive) or bad 
+          (negative) for our business.
+
+      - name: rel_diff_with_sign_current_ytd_vs_ytd_target
+        data_type: numeric
+        description: |
+          Relative difference between the current year YTD and the YTD target, 
+          with a sign to represent if the relative difference is good (positive) or bad 
+          (negative) for our business.
--- a/models/reporting/general/schema.yml
+++ b/models/reporting/general/schema.yml
@ -2131,3 +2131,38 @@ models:
        description: |
          Achievement rate between the current year YTD and the EOFY target. It can be null
          if the target is not available.
+
+      - name: rel_diff_with_sign_current_month_mtd_vs_previous_month_eom
+        data_type: numeric
+        description: |
+          Relative difference between the current month MTD and the previous month EOM, 
+          with a sign to represent if the relative difference is good (positive) or bad 
+          (negative) for our business.
+
+      - name: rel_diff_with_sign_current_month_mtd_vs_previous_year_mtd
+        data_type: numeric
+        description: |
+          Relative difference between the current month MTD and the previous year MTD, 
+          with a sign to represent if the relative difference is good (positive) or bad 
+          (negative) for our business.
+
+      - name: rel_diff_with_sign_current_ytd_vs_previous_ytd
+        data_type: numeric
+        description: |
+          Relative difference between the current year YTD and the previous year YTD, 
+          with a sign to represent if the relative difference is good (positive) or bad 
+          (negative) for our business.
+
+      - name: rel_diff_with_sign_current_month_mtd_vs_eom_target
+        data_type: numeric
+        description: |
+          Relative difference between the current month MTD and the EOM target, 
+          with a sign to represent if the relative difference is good (positive) or bad 
+          (negative) for our business.
+
+      - name: rel_diff_with_sign_current_ytd_vs_ytd_target
+        data_type: numeric
+        description: |
+          Relative difference between the current year YTD and the YTD target, 
+          with a sign to represent if the relative difference is good (positive) or bad 
+          (negative) for our business.
--- a/models/reporting/general/ytd_mtd_aggregated_main_metrics_overview.sql
+++ b/models/reporting/general/ytd_mtd_aggregated_main_metrics_overview.sql
@ -3,7 +3,8 @@ with
        select * from {{ ref("int_ytd_mtd_aggregated_main_metrics_overview") }}
    ),
    latest_dates_per_financial_year as (
-        select dimension, financial_year, id_metric, max(date) as latest_available_date
+        select
+            dimension, financial_year, id_metric, max(m.date) as latest_available_date
        from int_ytd_mtd_aggregated_main_metrics_overview m
        where
            (
@ -63,7 +64,17 @@ select
    m.target_eofy_value as target_eofy_value,
    m.diff_current_ytd_vs_eofy_target as diff_current_ytd_vs_eofy_target,
    m.achievement_rate_current_ytd_vs_eofy_target
-    as achievement_rate_current_ytd_vs_eofy_target
+    as achievement_rate_current_ytd_vs_eofy_target,
+    m.rel_diff_with_sign_current_month_mtd_vs_previous_month_eom
+    as rel_diff_with_sign_current_month_mtd_vs_previous_month_eom,
+    m.rel_diff_with_sign_current_month_mtd_vs_previous_year_mtd
+    as rel_diff_with_sign_current_month_mtd_vs_previous_year_mtd,
+    m.rel_diff_with_sign_current_ytd_vs_previous_ytd
+    as rel_diff_with_sign_current_ytd_vs_previous_ytd,
+    m.rel_diff_with_sign_current_month_mtd_vs_eom_target
+    as rel_diff_with_sign_current_month_mtd_vs_eom_target,
+    m.rel_diff_with_sign_current_ytd_vs_ytd_target
+    as rel_diff_with_sign_current_ytd_vs_ytd_target
 from int_ytd_mtd_aggregated_main_metrics_overview m
 inner join
    latest_dates_per_financial_year ld