# Description Propagates contact name and id_deal + contact name combination for PBI in xero - sales monthly trends # 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. Propagate contact name for reporting purposes only Related work items: #26618
25 lines
1.3 KiB
SQL
25 lines
1.3 KiB
SQL
with
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int_xero__sales_monthly_trends as (
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select * from {{ ref("int_xero__sales_monthly_trends") }}
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),
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int_xero__contacts as (select * from {{ ref("int_xero__contacts") }})
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select
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smt.document_issued_month_utc as document_issued_month_utc,
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smt.fiscal_year as fiscal_year,
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smt.previous_fiscal_year as previous_fiscal_year,
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smt.document_status as document_status,
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smt.document_type as document_type,
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smt.id_deal as id_deal,
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c.contact_name as contact_name,
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smt.id_deal || '-' || c.contact_name as id_deal_contact_name,
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smt.accounting_financial_l1_aggregation as accounting_financial_l1_aggregation,
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smt.accounting_financial_l2_aggregation as accounting_financial_l2_aggregation,
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smt.accounting_financial_l3_aggregation as accounting_financial_l3_aggregation,
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smt.amount_wo_taxes_in_gbp as amount_wo_taxes_in_gbp,
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smt.previous_month_amount_wo_taxes_in_gbp as previous_month_amount_wo_taxes_in_gbp,
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smt.previous_year_amount_wo_taxes_in_gbp as previous_year_amount_wo_taxes_in_gbp,
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smt.ytd_amount_wo_taxes_in_gbp as ytd_amount_wo_taxes_in_gbp,
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smt.previous_year_ytd_amount_wo_taxes_in_gbp
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as previous_year_ytd_amount_wo_taxes_in_gbp
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from int_xero__sales_monthly_trends smt
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left join int_xero__contacts c on smt.id_deal = c.id_deal
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