data-dwh-dbt-project/models/reporting/xero
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
..
schema.yml Merged PR 4228: First version of sales - monthly trends 2025-01-31 08:33:15 +00:00
xero__bank_transaction_denom_mart.sql propagate transaction sign 2024-07-01 11:44:55 +02:00
xero__bank_transaction_line_items.sql reporting model 2024-06-26 11:24:34 +02:00
xero__bank_transactions.sql propagate transaction sign 2024-07-01 11:44:55 +02:00
xero__contacts.sql reporting models 2024-05-13 16:52:55 +02:00
xero__credit_note_line_items.sql Merged PR 4077: Propagate account code and account name for Xero - reporting models 2025-01-16 10:04:41 +00:00
xero__credit_notes.sql remove a couple of unnecessary cols 2024-05-22 11:44:59 +02:00
xero__invoice_line_items.sql Merged PR 4077: Propagate account code and account name for Xero - reporting models 2025-01-16 10:04:41 +00:00
xero__invoices.sql propagate field in reporting layer 2024-07-08 16:48:39 +02:00
xero__net_fees.sql add proper value to waiver_items array 2024-05-29 13:23:05 +02:00
xero__net_fees_by_deal.sql Setting xero__net_fees_by_deal as per deal id, not dedicated to guesty 2024-05-30 10:00:39 +02:00
xero__sales_denom_mart.sql Merged PR 4224: Rework accounting aggregations for Financial Reporting 2025-01-30 10:28:49 +00:00
xero__sales_monthly_trends.sql Merged PR 4228: First version of sales - monthly trends 2025-01-31 08:33:15 +00:00