data-dwh-dbt-project/models/reporting
Oriol Roqué Paniagua 68952223ca Merged PR 4228: First version of sales - monthly trends
# Description

New model that aggregates in a monthly basis the information from Xero sales. The aggregation is done by several categories, most of them to be included as filters in PBI. Metrics represent the amount without taxes in: 1) the current month, 2) the previous month, 3) twelve months ago, 4) current year YTD (fiscal year) and 5) previous year YTD (fiscal year).

It also propagates the model to reporting

# 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.
- [ ] I've picked the right materialization for the affected models. **I was hesitating between table or view. Table should speed up tests, but I intend to create a reporting table with a similar structure so probably a bit of waste of space. Anyway, not a big deal now**

# Other

- [ ] Check if a full-refresh is required after this PR is merged.

Related work items: #26618
2025-01-31 08:33:15 +00:00
..
athena change "tests:" to "data_tests:" 2025-01-13 16:00:35 +01:00
check_in_hero cih monthly fee to reporting 2025-01-21 12:37:50 +01:00
core PMS in new dash reporting 2025-01-21 10:12:46 +01:00
edeposit change "tests:" to "data_tests:" 2025-01-13 16:00:35 +01:00
general Merged PR 4232: Update rule for metric depends on invoicing 2025-01-31 08:32:35 +00:00
kpis change "tests:" to "data_tests:" 2025-01-13 16:00:35 +01:00
screen_and_protect change "tests:" to "data_tests:" 2025-01-13 16:00:35 +01:00
xero Merged PR 4228: First version of sales - monthly trends 2025-01-31 08:33:15 +00:00
exposures.yml update exposures 2025-01-23 08:50:13 +01:00