data-dwh-dbt-project/models/reporting/general/mtd_aggregated_metrics.sql
Oriol Roqué Paniagua 85131985d8 Merged PR 2615: Beautification of KPIs dimensions
# Description

Changes:

* Separate 1) the internal naming of dimensions available within DWH vs. 2) the display of the dimensions in the reporting. Mainly it changes the "by_number_of_listings" to display "By # of Listings Booked in 12 Months". I edited the production macro since to me it's linked to when things are available for display.
* Add preceding zeros on the segmentation so it's ordered correctly. Before, the segment 21-60 was displayed before the 6-20.
* Also added some capital letters to the schema config of the reporting model :)

I attach a screenshot of how it looks in PBI in my local development branch to exemplify why this is "Beautification". Be aware that merging this also puts in production the dimensions.

![image.png](https://guardhog.visualstudio.com/4148d95f-4b6d-4205-bcff-e9c8e0d2ca65/_apis/git/repositories/54ac356f-aad7-46d2-b62c-e8c5b3bb8ebf/pullRequests/2615/attachments/image.png)

# 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.

Related work items: #19325
2024-08-21 14:42:05 +00:00

81 lines
3.1 KiB
SQL

{% set production_dimensions = get_kpi_dimensions_for_production() %}
with
dimensions as (
{% for dimension in production_dimensions %}
select
{{ dimension.dimension }} as dimension,
{{ dimension.dimension_display }} as dimension_display
{% if not loop.last %}
union all
{% endif %}
{% endfor %}
),
int_mtd_aggregated_metrics as (
select
m.*,
d.dimension_display
from {{ ref("int_mtd_aggregated_metrics") }} m
-- The following clause limits the display execution
-- to only include those dimensions configured to
-- appear for production purposes
inner join dimensions d
on m.dimension = d.dimension
)
select
year as year,
month as month,
day as day,
is_end_of_month as is_end_of_month,
is_current_month as is_current_month,
first_day_month as first_day_month,
date as date,
dimension_display as dimension,
dimension_value as dimension_value,
previous_year_date as previous_year_date,
order_by as order_by,
number_format as number_format,
metric as metric,
value as value,
previous_year_value as previous_year_value,
relative_increment as relative_increment,
relative_increment_with_sign_format as relative_increment_with_sign_format
from int_mtd_aggregated_metrics
/*
The following where condition is applied to avoid displaying revenue metrics
in the MTD for the current month and the previous month. The main reason is
that we have a time delay between when the guest does a payment vs. when we
invoice or credit hosts (Xero). Same applies for Host Resolutions.
This is specially tricky for the Host-takes-waiver revenue: guests payments
happen in a timely fashion, and we get all waiver money from the guests. Once
the month is finished, Finance will start to invoice hosts, and in this case,
all hosts that have the Host-takes-waiver need to be payed back the amount
coming from the guest.
Not having this filter would mean that, in the current month, the figures
displayed of guest revenue would be much larger than they actually will be
because we still need to pay back to the hosts these waivers.
For a more current-month evaluation, Guest Payments should be a good proxy
metric to follow.
*/
where
(
-- Not show current + previous month if the metric depends on invoicing cycle
(
lower(metric) like '%revenue%'
or lower(metric) like '%resolutions%'
or lower(metric) like '%invoiced%'
or lower(metric) like '%back to host%'
or lower(metric) like '%waiver net fees%'
)
and {{ is_date_before_previous_month("date") }}
)
-- Keep all history for the rest of metrics
or not
(
lower(metric) like '%revenue%'
or lower(metric) like '%resolutions%'
or lower(metric) like '%invoiced%'
or lower(metric) like '%back to host%'
or lower(metric) like '%waiver net fees%'
)