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customer_review/sql/infer_pounds.pg.sql

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split new orders amongst accounts reps
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CREATE MATERIALIZED VIEW rlarp.cust_review_basis AS (
query to infer pounds and dollars for all projections
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WITH
act as (
SELECT
bill_dba
,ship_dba
,dsm
,COALESCE(sum(sales_usd) filter (WHERE sseas = 2023 AND version = 'Actual'),0) sales23
,COALESCE(sum(sales_usd) filter (WHERE sseas = 2024 AND version = 'Actual'),0) sales24
,COALESCE(sum(sales_usd) filter (WHERE version = 'Actual' AND ostatus LIKE 'Open%' AND rseas <= 2024),0) salesop
,COALESCE(sum(pounds) filter (WHERE sseas = 2023 AND version = 'Actual'),0) pounds23
,COALESCE(sum(pounds) filter (WHERE sseas = 2024 AND version = 'Actual'),0) pounds24
,COALESCE(sum(pounds) filter (WHERE version = 'Actual' AND ostatus LIKE 'Open%' AND rseas <= 2024),0) poundsop
,COALESCE(sum(qty) filter (WHERE sseas = 2023 AND version = 'Actual'),0) qty23
,COALESCE(sum(qty) filter (WHERE sseas = 2024 AND version = 'Actual'),0) qty24
,COALESCE(sum(qty) filter (WHERE version = 'Actual' AND ostatus LIKE 'Open%' AND rseas <= 2024),0) qtyop
,COALESCE(sum(pallets) filter (WHERE sseas = 2023 AND version = 'Actual'),0) pallets23
,COALESCE(sum(pallets) filter (WHERE sseas = 2024 AND version = 'Actual'),0) pallets24
,COALESCE(sum(pallets) filter (WHERE version = 'Actual' AND ostatus LIKE 'Open%' AND rseas <= 2024),0) palletsop
FROM
rlarp.osm_stack os
LEFT OUTER JOIN rlarp.molds m ON
m.stlc = substring(os.product ,1,8)
WHERE
(
(
sseas IN (2023,2024)
AND version = 'Actual'
AND ostatus = 'Shipped'
)
OR (ostatus LIKE 'Open%')
)
AND calc_status <> 'CANCELED'
AND substring(os.glec,1,1) <= '2'
AND os.fs_line = '41010'
AND COALESCE(ship_dba,'') <> ''
GROUP BY
bill_dba
,ship_dba
,dsm
--,os.glec
--,m.biggroup
--,os.priceg
)
,bgt AS (
SELECT
bill_dba
,ship_dba
,dsm
,sum(sales_usd) sales_usd
,sum(pounds) pounds
,sum(qty) qty
,sum(pallets) pallets
--string_agg(distinct mold,', ')
FROM
rlarp.osm_stack
WHERE
version = 'Budget'
AND oseas = '2024'
GROUP BY
bill_dba
,ship_dba
,dsm
)
,agg AS (
SELECT
COALESCE(act.bill_dba,TRIM(bgt.bill_dba)) bill_dba
,COALESCE(act.ship_dba,TRIM(bgt.ship_dba)) ship_dba
,COALESCE(act.dsm ,TRIM(bgt.dsm )) dsm
,COALESCE(SUM(bgt.sales_usd),0) salesbg
,COALESCE(SUM(act.sales23),0) sales23
,COALESCE(SUM(act.sales24),0) sales24
,COALESCE(SUM(act.salesop),0) salesop
,COALESCE(SUM(bgt.pounds),0) poundsbg
,COALESCE(SUM(act.pounds23),0) pounds23
,COALESCE(SUM(act.pounds24),0) pounds24
,COALESCE(SUM(act.poundsop),0) poundsop
,COALESCE(SUM(bgt.qty),0) qtybg
,COALESCE(SUM(act.qty23),0) qty23
,COALESCE(SUM(act.qty24),0) qty24
,COALESCE(SUM(act.qtyop),0) qtyop
,COALESCE(SUM(bgt.pallets),0) palletsbg
,COALESCE(SUM(act.pallets23),0) pallets23
,COALESCE(SUM(act.pallets24),0) pallets24
,COALESCE(SUM(act.palletsop),0) palletsop
--,COALESCE(SUM(act."Quotes" ),0) "Quotes"
FROM
act
FULL OUTER JOIN bgt ON
TRIM(bgt.bill_dba) = act.bill_dba
AND TRIM(bgt.ship_dba) = act.ship_dba
AND TRIM(bgt.dsm ) = act.dsm
GROUP BY
COALESCE(act.bill_dba,TRIM(bgt.bill_dba))
,COALESCE(act.ship_dba,TRIM(bgt.ship_dba))
,COALESCE(act.dsm ,TRIM(bgt.dsm ))
)
split new orders amongst accounts reps
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SELECT * FROM agg
);
query to infer pounds and dollars for all projections
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------------------------------------------sales walk-------------------------------------------------------
split new orders amongst accounts reps
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DROP VIEW rlarp.cust_infered_forecast;
CREATE VIEW rlarp.cust_infered_forecast AS (
WITH
ask AS (
query to infer pounds and dollars for all projections
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SELECT
agg.bill_dba
,agg.ship_dba
,agg.dsm
,agg.salesbg
,agg.sales23
,agg.sales24
,agg.salesop
,agg.poundsbg
,agg.pounds23
,agg.pounds24
,agg.poundsop
,agg.qtybg
,agg.qty23
,agg.qty24
,agg.qtyop
,agg.palletsbg
,agg.pallets23
,agg.pallets24
,agg.palletsop
,CASE
WHEN COALESCE((agg.pounds24 + agg.poundsop),0) > 0 THEN round((agg.sales24 + agg.salesop)/(agg.pounds24 + agg.poundsop),3) ELSE null
--ELSE CASE WHEN (agg.pounds23) > 0 THEN round((agg.sales23)/(agg.pounds23),3)
--ELSE CASE WHEN (agg.poundsbg) > 0 THEN round((agg.salesbg)/(agg.poundsbg),3) ELSE null END
END basis_ppp
,CASE
WHEN COALESCE((agg.qty24 + agg.qtyop),0) > 0 THEN round((agg.sales24 + agg.salesop)/(agg.qty24 + agg.qtyop),3) ELSE null
--ELSE CASE WHEN (agg.pounds23) > 0 THEN round((agg.sales23)/(agg.pounds23),3)
--ELSE CASE WHEN (agg.poundsbg) > 0 THEN round((agg.salesbg)/(agg.poundsbg),3) ELSE null END
END basis_ppu
,CASE
WHEN COALESCE((agg.pallets24 + agg.palletsop),0) > 0 THEN round((agg.sales24 + agg.salesop)/(agg.pallets24 + agg.palletsop),3) ELSE null
--ELSE CASE WHEN (agg.pounds23) > 0 THEN round((agg.sales23)/(agg.pounds23),3)
--ELSE CASE WHEN (agg.poundsbg) > 0 THEN round((agg.salesbg)/(agg.poundsbg),3) ELSE null END
END basis_ppl
--,"Quotes" quotes
,COALESCE(a.newords,0) newords
,COALESCE(a.newuom,'Units') newuom
split new orders amongst accounts reps
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--,COUNT(*) OVER (PARTITION BY bill_dba, ship_dba) rep_count
--,sum(COALESCE((agg.pounds24 + agg.poundsop),0)) OVER (PARTITION BY bill_dba, ship_dba)/COALESCE((agg.pounds24 + agg.poundsop),0) rep_count
,ROUND(CASE WHEN
sum(COALESCE((agg.pounds24 + agg.poundsop),0)) OVER (PARTITION BY bill_dba, ship_dba) = 0 THEN
1::numeric/COUNT(*) OVER (PARTITION BY bill_dba, ship_dba)::numeric
ELSE
COALESCE((agg.pounds24 + agg.poundsop),0)
/sum(COALESCE((agg.pounds24 + agg.poundsop),0)) OVER (PARTITION BY bill_dba, ship_dba)
END,5) rep_count
query to infer pounds and dollars for all projections
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FROM
split new orders amongst accounts reps
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rlarp.cust_review_basis agg
query to infer pounds and dollars for all projections
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LEFT OUTER JOIN rlarp.customer_review a ON
a.ship_cust = agg.ship_dba
AND a.bill_cust = agg.bill_dba
)
split new orders amongst accounts reps
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,infer AS (
SELECT
a.bill_dba
,a.ship_dba
,a.dsm
,a.salesbg
,a.sales23
,a.sales24
,a.salesop
,a.poundsbg
,a.pounds23
,a.pounds24
,a.poundsop
,a.qtybg
,a.qty23
,a.qty24
,a.qtyop
,a.palletsbg
,a.pallets23
,a.pallets24
,a.palletsop
,a.basis_ppp
,a.basis_ppu
,a.basis_ppl
,a.newords
,a.newuom
,a.rep_count
,round(CASE a.newuom
WHEN 'Pallets' THEN a.newords * a.basis_ppl
WHEN 'Units' THEN a.newords * a.basis_ppu
WHEN 'Dollars' THEN a.newords
END,2)*a.rep_count newdollars
,ROUND(CASE WHEN COALESCE(a.basis_ppp,0) = 0 THEN NULL ELSE
CASE a.newuom
WHEN 'Pallets' THEN (a.newords * a.basis_ppl) / a.basis_ppp
WHEN 'Units' THEN (a.newords * a.basis_ppu) / a.basis_ppp
WHEN 'Dollars' THEN a.newords / a.basis_ppp
END
END,2)*a.rep_count newpounds
FROM
ask a
)
,limited AS (
SELECT
a.bill_dba
,a.ship_dba
,a.dsm
,a.salesbg
,a.sales23
,a.sales24
,a.salesop
,a.basis_ppp
,a.basis_ppu
,a.basis_ppl
,a.rep_count
,a.newords
,a.newuom
,a.newdollars
,a.newpounds
FROM
infer a
)
,alldata AS (
SELECT
a.bill_dba
,a.ship_dba
,a.dsm
,a.salesbg
,a.sales23
,a.sales24
,a.salesop
,a.poundsbg
,a.pounds23
,a.pounds24
,a.poundsop
,a.qtybg
,a.qty23
,a.qty24
,a.qtyop
,a.palletsbg
,a.pallets23
,a.pallets24
,a.palletsop
,a.basis_ppp
,a.basis_ppu
,a.basis_ppl
,a.newords
,a.newuom
,a.newdollars
,a.newpounds
,a.newdollars + sales24 + salesop fcsales24
,a.newpounds + pounds24 + poundsop fcpounds24
,a.rep_count
FROM
infer a
)
SELECT * FROM alldata
)
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