a67e3f46ba
# Description Creates a new model for reporting. It includes any relevant metric at Deal level in a similar format as we do for `mtd_aggregated_metrics`. Additionally, there's few Deal attributes - from Hubspot, segmentations, lifecycles, etc. In order to dynamically choose which metrics are relevant on a Deal level, I modified the configuration in `int_mtd_aggregated_metrics` so the extraction is under control. # 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. **Worth discussing the possibilities to include indexes in the future** # Other - [ ] Check if a full-refresh is required after this PR is merged. Related work items: #28998
64 lines
2.1 KiB
SQL
64 lines
2.1 KiB
SQL
with
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int_mtd_aggregated_metrics_by_deal as (
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select * from {{ ref("int_mtd_aggregated_metrics_by_deal") }}
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)
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select
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-- PRIMARY KEY --
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m.date as date,
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m.id_deal as id_deal,
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m.metric as metric,
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-- TIME ATTRIBUTES --
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m.year as year,
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m.month as month,
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m.day as day,
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case when m.is_end_of_month then 1 else 0 end as is_end_of_month,
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case when m.is_current_month then 1 else 0 end as is_current_month,
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case
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when m.is_end_of_month_or_yesterday then 1 else 0
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end as is_end_of_month_or_yesterday,
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m.first_day_month as first_day_month,
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-- MAIN DEAL ATTRIBUTES --
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m.deal as deal,
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m.active_accommodations_per_deal_segmentation
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as active_accommodations_per_deal_segmentation,
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m.main_billing_country_iso_3_per_deal as main_billing_country_iso_3_per_deal,
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-- HUBSPOT ATTRIBUTES --
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m.account_manager as account_manager,
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-- DEAL BUSINESS SCOPE
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m.business_scope as business_scope,
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-- DEAL LIFECYCLE --
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m.deal_lifecycle_state as deal_lifecycle_state,
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-- METRIC VALUES AND DISPLAY --
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m.order_by as order_by,
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m.number_format as number_format,
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m.value as value,
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m.previous_year_value as previous_year_value,
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m.relative_increment as relative_increment,
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m.relative_increment_with_sign_format as relative_increment_with_sign_format
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from int_mtd_aggregated_metrics_by_deal m
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where
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(
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(
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-- Not show current + previous month if the metric depends on
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-- invoicing cycle and it is before the 20th of the month, if it
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-- is the 20th of the month or after, only exclude the current
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-- month.
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m.display_exclusion = 'INVOICING'
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and {{ is_date_before_20th_of_previous_month("m.date") }}
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)
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or (
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-- Handle exclusion for Churn/MRR metrics: do not show them in the
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-- current month.
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m.display_exclusion = 'ONGOING_MONTH'
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and date_trunc('month', m.date) < date_trunc('month', current_date)
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)
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-- Keep all history for the rest of metrics
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or m.display_exclusion = 'NONE'
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)
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