notes

readme.md

@@ -6,7 +6,7 @@ the basic assumption is a single sales table is available to work with that has
 the goal then is to break that back apart to whatever degree is necessary.
 
 * _**run**_ `schema.sql` and `perd.sql` to setup basic tables
-* create a table fc.live as copied from target
+* create a table fc.live as copied from target (will need to have columns `version` and `iter` added if not existing)
 * _**run**_ `target_info.sql` to populate the `fc.target_meta` table that holds all the columns and their roles
 * fill in flags on table `fc.target_meta` to show how the data is related
 * _**run**_ `build_master_tables.sql` to generate foreign key based master data
@@ -16,3 +16,4 @@ baseline
 ----------------------------------------------------------------------------------------------------------------------------------------------------
 * copy history and increment by year to form a baseline
     * need to be able to handle order/ship dates generically
+    * need to build the baseline sql

sql/baseline.sql

@@ -3,6 +3,7 @@ WITH
 baseline AS (
     -----------------------copy YTD sales---------------------------------------------------------------------
     SELECT
+        [nonversion]
         ,'baseline' "version"
         ,'actuals' iter
     FROM
@@ -26,6 +27,7 @@ baseline AS (
     UNION ALL
     ---------option 1: fill in the rest of the year, with the prior years sales-sales----------------------------
     SELECT
+        [nonversion]
         ,'baseline' "version"
         ,'plug' iter
     FROM
@@ -40,6 +42,7 @@ baseline AS (
     UNION ALL
     --------option 2: fill in the remainder of the current year with current forecase-----------------------------
     SELECT
+        [nonversion]
         ,'baseline' "version"
         ,'plug' iter
     FROM
@@ -54,7 +57,8 @@ baseline AS (
 )
 -------------------copy the baseline just generated and increment all the dates by one year------------------------------------
 ,incr AS (
-SELECT 
+SELECT
+    [nondate_columns]
     ,o.dcodat + interval '1 year'   --incremented
     ,o.ddqdat + interval '1 year'   --incremented
     ,o.dhidat + interval '1 year'   --incremented