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PhilRunninger bd8aa18208 Merge branch 'dev' of github.com:The-HC-Companies/forecast_api into dev
2023-03-01 18:00:18 -05:00
..
build_baseline.sql updates 2023-02-24 19:28:14 -05:00
build_forecast.sql Merge branch 'dev' of github.com:The-HC-Companies/forecast_api into dev 2023-03-01 18:00:18 -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 exclude the 'actual' iteration from the output forecast since it only exists for the benefit of osm_pool review 2021-07-15 16:53:48 -04:00
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 repoint snaps 2023-03-01 16:07:36 -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