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PhilRunninger 86225ea7e5 Get pounds to update for each forecast adjustment. 
Lots of cleanup here too, removing large swaths of code that are no
longer needed. Many improvements the Excel workbook, which is kept in
Teams, not git. These changes may or may not have had accompanying VBA
changes.
2023-04-27 16:54:37 -04:00
..
build_baseline_from_FAnalysis.sql Get pounds to update for each forecast adjustment. 2023-04-27 16:54:37 -04:00
build_baseline.sql updates 2023-02-24 19:28:14 -05:00
build_forecast.sql swap everything for a 2109 baseline 2023-03-07 16:45:55 -05:00
build_pool.sql clean up 2023-03-01 16:32:52 -05:00
build_pullforward.sql group by percentage of row to keep, and filter out -0- 2021-08-03 08:26:05 -04:00
build_rolling.sql increment iteration name to reflect period 2021-08-03 13:33:37 -04:00
convert_pool_all.sql include all foreast since the piece labeled actuals actually forms a current year forecast 2023-03-07 15:44:25 -05:00
convert_to_budget.sql move inquiries to their own folder 2021-07-12 10:52:25 -04:00
osm_pool.sql include pool ddl 2023-02-15 14:21:49 -05:00
readme.md notes on old update prior year baseline approach 2021-04-28 11:14:43 -04:00
rebuild_script.sh update rebuild script 2023-03-08 08:48:02 -05:00
round_pool.sql values have large decimals, round them to 2 2020-05-05 19:41:07 -04:00
snap_cost_current.sql repoint snaps 2023-03-01 16:07:36 -05:00
snap_cust_osmfs.sql snap quota rep 2021-03-08 17:52:19 -05:00
snap_cust_pool.sql need to include director comparison to hook for changes 2021-04-23 09:41:38 -04:00
snap_customer.sql repoint snaps 2023-03-01 16:07:36 -05:00
snap_fx.sql only snap fx for forecast orders 2021-04-08 12:35:22 -04:00
snap_itemm_pool.sql Switch source table from rlarp.itemmv to "CMS.CUSLG".itemm 2023-03-01 17:55:30 -05:00
snap_itemm.sql repoint snaps 2023-03-01 16:07:36 -05:00

readme.md

Build A New Forecast

  • overwrite osmf: review dates and execute build_forecase.sql
  • the product and customer attributes are wiped, they will need to be snapped (itemm must come first)
    1. snap_itemm.sql
    2. snap_customer.sql
    3. snap_cost_current.sql
    4. snap_fx.sql (if necessary)
    5. offline/last_price.sql (if necessary)
  • build the pool for the more limited UI data set: build_pool.sql
  • copy the pool to osmfs_dev from inclusion in the osm_stack and reporting: convert_pool_all.sql
  • refresh osm_stack_refresh() to integrate into reporting

Integrate Actuals

  • merge_actuals_prep -> push a fresh baseline into a temp table
  • merge_actuals_exec -> take the baseline and push it into osmf
  • merge_actuals_exec -> manualls splice in osmf into pool