55f8b47faa
# Description Small changes to exclude "irrelevant" data. All data is relevant I guess but this is less. * Exclude churned accounts after 3 months. * Exclude any data after 24 months. # 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. - [ ] I have checked for DRY opportunities with other models and docs. - [ ] 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: #28998
88 lines
2.9 KiB
SQL
88 lines
2.9 KiB
SQL
with
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int_mtd_aggregated_metrics as (
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select *
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from {{ ref("int_mtd_aggregated_metrics") }} m
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where dimension = 'by_deal' and include_in_account_reporting = true
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),
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int_kpis__dimension_deals as (select * from {{ ref("int_kpis__dimension_deals") }}),
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int_hubspot__deal as (select * from {{ ref("int_hubspot__deal") }}),
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daily_deal_lifecycle as (select * from {{ ref("int_kpis__lifecycle_daily_deal") }}),
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int_kpis__dimension_daily_accommodation as (
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select * from {{ ref("int_kpis__dimension_daily_accommodation") }}
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)
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select
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-- PRIMARY KEY --
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m.date,
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m.dimension_value as id_deal,
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m.metric,
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-- TIME ATTRIBUTES --
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m.year,
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m.month,
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m.day,
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m.is_end_of_month,
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m.is_current_month,
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m.is_end_of_month_or_yesterday,
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m.first_day_month,
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-- MAIN DEAL ATTRIBUTES --
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m.dimension_value || '-' || coalesce(ikdd.main_deal_name, '') as deal,
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coalesce(
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dda.active_accommodations_per_deal_segmentation, 'UNSET'
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) as active_accommodations_per_deal_segmentation,
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ikdd.main_billing_country_iso_3_per_deal,
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-- HUBSPOT ATTRIBUTES --
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hd.account_manager,
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-- DEAL BUSINESS SCOPE
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case
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when ikdd.client_type = 'API'
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then 'API'
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when ikdd.client_type = 'PLATFORM'
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then
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case
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when
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ikdd.id_deal is not null
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and m.date >= ikdd.min_user_in_new_dash_since_date_utc
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then 'New Dash'
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else 'Old Dash'
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end
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else 'UNSET'
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end as business_scope,
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-- DEAL LIFECYCLE --
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daily_deal_lifecycle.deal_lifecycle_state,
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-- METRIC VALUES AND DISPLAY --
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m.order_by,
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m.number_format,
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-- Force 0 if null to avoid nulls in the report
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coalesce(m.value, 0) as value,
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coalesce(m.previous_year_value, 0) as previous_year_value,
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m.relative_increment,
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m.relative_increment_with_sign_format,
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m.display_exclusion
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from int_mtd_aggregated_metrics m
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left join int_kpis__dimension_deals ikdd on m.dimension_value = ikdd.id_deal
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left join int_hubspot__deal hd on m.dimension_value = hd.id_deal
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left join
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daily_deal_lifecycle
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on m.date = daily_deal_lifecycle.date
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and m.dimension_value = daily_deal_lifecycle.id_deal
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left join
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int_kpis__dimension_daily_accommodation as dda
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on m.date = dda.date
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and m.dimension_value = dda.id_deal
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where
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-- Only keep data for the last 24 months
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m.first_day_month + interval '24 months' >= date_trunc('month', current_date)
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and (
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-- Display all accounts that have not churned
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hd.cancellation_date_utc is null
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-- Display historical information for accounts that have churned. This includes
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-- any data equal or prior to 3 months after the account has churned.
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or m.first_day_month
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<= date_trunc('month', hd.cancellation_date_utc) + interval '3 months'
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)
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