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forecast_api/build
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Paul Trowbridge 0e3e1205df comments and version name
2021-07-12 15:37:52 -04:00
..
build_baseline.sql rename files to reflect intent 2021-07-12 11:32:52 -04:00
build_forecast.sql refresh cut-off date, and correct spelling error in file name for rebuild script 2021-04-12 08:29:34 -04:00
build_pool.sql update pool component to reset the log file and sequence for a new forecast 2021-07-12 15:34:50 -04:00
build_rolling.sql comments and version name 2021-07-12 15:37:52 -04:00
convert_pool_all.sql add a column for the tag 2021-05-17 14:44:40 -04:00
convert_to_budget.sql move inquiries to their own folder 2021-07-12 10:52:25 -04:00
readme.md notes on old update prior year baseline approach 2021-04-28 11:14:43 -04:00
rebuild_script.sh rename script 2021-07-12 14:28:28 -04:00
round_pool.sql values have large decimals, round them to 2 2020-05-05 19:41:07 -04:00
snap_cost_current.sql prevent joining to fake parts, and eliminate b21 filter 2020-04-16 19:15:55 -04:00
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 update quota_rep logic to mirror current sales matrix, create readme, adjust rebuild script 2021-04-08 11:42:09 -04:00
snap_fx.sql only snap fx for forecast orders 2021-04-08 12:35:22 -04:00
snap_itemm_pool.sql join to materialized view 2021-04-22 17:47:29 -04:00
snap_itemm.sql include style code in itemm snap 2021-04-07 09:04:01 -04:00

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