updates
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12
sql/pull.sql
12
sql/pull.sql
@ -11,9 +11,9 @@ SELECT
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--,os.glec
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--,m.biggroup
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--,os.priceg
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,COALESCE(sum(pounds) filter (WHERE sseas = 2023 AND version = 'Actual'),0) "Actual 2023"
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,COALESCE(sum(pounds) filter (WHERE sseas = 2023 AND version = 'Actual' AND SUBSTRING(smon,1,2) <= '08'),0) "Actual 2023"
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,COALESCE(sum(pounds) filter (WHERE sseas = 2024 AND version = 'Actual'),0) "Actual 2024"
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,COALESCE(sum(pounds) filter (WHERE version = 'Actual' AND ostatus LIKE 'Open%'),0) "Open Ord"
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,COALESCE(sum(pounds) filter (WHERE version = 'Actual' AND ostatus LIKE 'Open%' AND rseas <= 2024),0) "Open Ord"
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,COALESCE(sum(pounds) filter (WHERE version = 'Quotes'),0) "Quotes"
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FROM
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rlarp.osm_stack os
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@ -56,14 +56,14 @@ SELECT
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--,priceg
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,"Actual 2023" shipments_2023
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,"Actual 2024" shipments_2024
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,"Open Ord" open_orders
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,"Open Ord" open_orders_2024
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,"Quotes" quotes
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,CASE WHEN "Actual 2023" > 0
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THEN CASE
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WHEN "Actual 2024" = 0 AND "Open Ord" = 0 AND "Quotes" = 0 THEN 'No Activity'
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WHEN "Actual 2024" = 0 AND ("Open Ord" > 0 OR "Quotes" > 0) THEN 'Open Ord OR Quoted'
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WHEN "Actual 2024" < "Actual 2023" THEN 'Reduced'
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WHEN "Actual 2024" >= "Actual 2023" THEN 'Increased'
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WHEN "Actual 2024" = 0 AND "Open Ord" = 0 AND "Quotes" > 0 THEN 'Quoted Only'
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WHEN ("Actual 2024" + "Open Ord") < "Actual 2023" THEN 'Reduced'
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WHEN ("Actual 2024" + "Open Ord") >= "Actual 2023" THEN 'Increased'
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END
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ELSE
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CASE
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121
sql/segment_summary.sql
Normal file
121
sql/segment_summary.sql
Normal file
@ -0,0 +1,121 @@
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DROP VIEW IF EXISTS rlarp.sales_walk_seg;
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DROP MATERIALIZED VIEW IF EXISTS rlarp.sales_walk_seg_agg;
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CREATE MATERIALIZED VIEW rlarp.sales_walk_seg_agg AS
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WITH
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SEG AS (
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SELECT
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x.GLEC
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,x.SEGM
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FROM
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(
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VALUES
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('1CU','Sustainable'),
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('1SU','Sustainable'),
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('1GR','Greenhouse'),
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('1NU','Nursery'),
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('1RE','Retail'),
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('2WI','Greenhouse'),
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('3BM','Other'),
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('3CO','Other'),
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('3PE','Other'),
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('3PP','Other'),
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('4CO','Other'),
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('4RA','Other'),
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('9MI','Other'),
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('9SA','Other'),
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('9TO','Other')
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) X(GLEC, SEGM)
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)
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,agg as (
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SELECT
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bill_dba
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,ship_dba
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,dsm
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,s.segm
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,m.biggroup
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--,os.priceg
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,COALESCE(sum(pounds) filter (WHERE sseas = 2023 AND version = 'Actual' AND SUBSTRING(smon,1,2) <= '08'),0) "Actual 2023"
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,COALESCE(sum(pounds) filter (WHERE sseas = 2024 AND version = 'Actual'),0) "Actual 2024"
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,COALESCE(sum(pounds) filter (WHERE version = 'Actual' AND ostatus LIKE 'Open%' AND rseas <= 2024),0) "Open Ord"
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,COALESCE(sum(pounds) filter (WHERE version = 'Quotes'),0) "Quotes"
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FROM
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rlarp.osm_stack os
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LEFT OUTER JOIN rlarp.molds m ON
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m.stlc = substring(os.product ,1,8)
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LEFT OUTER JOIN seg s ON
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s.glec = os.glec
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WHERE
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(
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(
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sseas IN (2023,2024)
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AND version = 'Actual'
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AND ostatus = 'Shipped'
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)
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OR (
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version = 'Quotes'
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AND odate >= '2023-05-01'::date
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)
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OR (ostatus LIKE 'Open%')
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)
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AND calc_status <> 'CANCELED'
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AND substring(os.glec,1,1) <= '2'
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AND os.fs_line = '41010'
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AND COALESCE(ship_dba,'') <> ''
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GROUP BY
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bill_dba
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,ship_dba
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,dsm
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,s.segm
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,m.biggroup
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--,os.priceg
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)
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SELECT * FROM agg;
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CREATE OR REPLACE VIEW rlarp.sales_walk_seg AS
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SELECT
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agg.bill_dba
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,agg.ship_dba
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,agg.dsm
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,agg.segm
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,agg.biggroup
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--,priceg
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,"Actual 2023" shipments_2023
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,"Actual 2024" shipments_2024
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,"Open Ord" open_orders_2024
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,"Quotes" quotes
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,CASE WHEN "Actual 2023" > 0
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THEN CASE
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WHEN "Actual 2024" = 0 AND "Open Ord" = 0 AND "Quotes" = 0 THEN 'No Activity'
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WHEN "Actual 2024" = 0 AND "Open Ord" = 0 AND "Quotes" > 0 THEN 'Quoted Only'
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WHEN ("Actual 2024" + "Open Ord") < "Actual 2023" THEN 'Reduced'
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WHEN ("Actual 2024" + "Open Ord") >= "Actual 2023" THEN 'Increased'
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END
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ELSE
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CASE
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WHEN "Actual 2024" = 0 AND "Open Ord" = 0 AND "Quotes" > 0 THEN 'Incremental Quoted'
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WHEN "Actual 2024" > 0 OR "Open Ord" > 0 THEN 'Incremental Won'
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END
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END flag
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,COALESCE(w.bucket,'None') bucket
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,COALESCE(w.notes,'-') notes
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,sw.flag flag_cust
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FROM
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rlarp.sales_walk_seg_agg agg
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LEFT OUTER JOIN rlarp.walk w ON
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w.ship_cust = agg.ship_dba
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LEFT OUTER JOIN rlarp.sales_walk sw ON
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sw.bill_dba = agg.bill_dba
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AND sw.ship_dba = agg.ship_dba
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AND sw.dsm = agg.dsm
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WHERE
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"Actual 2023" <> 0
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OR ("Actual 2024") <> 0
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OR ("Open Ord") <> 0
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OR ("Quotes") <> 0
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ORDER BY
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dsm
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,"Actual 2024" + "Actual 2023" + "Open Ord" + "Quotes" desc;
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GRANT SELECT ON rlarp.sales_walk_seg TO PUBLIC;
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--,biggroup
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