do rounding
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@ -99,9 +99,9 @@ SELECT
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--create the column reference
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CASE appcol
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----calculation should yield the value necessary to get to the target increment value------------
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WHEN 'units' THEN 'o.'||format('%I',cname)||' * vscale.factor AS '||format('%I',cname)
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WHEN 'value' THEN 'o.'||format('%I',cname)||' * vscale.factor AS '||format('%I',cname)
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WHEN 'cost' THEN 'o.'||format('%I',cname)||' * vscale.factor AS '||format('%I',cname)
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WHEN 'units' THEN 'round(o.'||format('%I',cname)||' * vscale.factor,5) AS '||format('%I',cname)
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WHEN 'value' THEN 'round(o.'||format('%I',cname)||' * vscale.factor,2) AS '||format('%I',cname)
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WHEN 'cost' THEN 'round(o.'||format('%I',cname)||' * vscale.factor,2) AS '||format('%I',cname)
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WHEN 'version' THEN '''app_forecast_name'' AS '||format('%I',_version_col)
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WHEN 'iter' THEN '''scale volume'' AS '||format('%I',_iter_col)
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WHEN 'logid' THEN '(SELECT id FROM ilog) AS '||format('%I',_logid_col)
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@ -126,9 +126,9 @@ SELECT
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CASE appcol
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WHEN 'units' THEN '0::numeric AS '||format('%I',cname)
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WHEN 'cost' THEN '0::numeric AS '||format('%I',cname)
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WHEN 'value' THEN $$(CASE WHEN pscale.factor = 0 THEN o.$$||_units_col||$$ * pscale.mod_price ELSE o.$$||format('%I',cname)||' * pscale.factor END)::numeric AS '||format('%I',cname)
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WHEN 'value' THEN $$round((CASE WHEN pscale.factor = 0 THEN o.$$||_units_col||$$ * pscale.mod_price ELSE o.$$||format('%I',cname)||' * pscale.factor END)::numeric,2) AS '||format('%I',cname)
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WHEN 'version' THEN '''app_forecast_name'' AS '||format('%I',_version_col)
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WHEN 'iter' THEN '''scale volume'' AS '||format('%I',_iter_col)
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WHEN 'iter' THEN '''scale price'' AS '||format('%I',_iter_col)
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WHEN 'logid' THEN '(SELECT id FROM ilog) AS '||format('%I',_logid_col)
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ELSE 'o.'||format('%I',cname)
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END
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@ -205,7 +205,7 @@ WHERE
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,volume AS (
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SELECT * FROM volume_only
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UNION ALL
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SELECT * FROM baseline WHERE (SELECT COUNT(*) FROM volume_only) = 0
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SELECT * FROM basemix WHERE (SELECT factor FROM vscale) = 0
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)
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,pscale AS (
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SELECT
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@ -215,10 +215,13 @@ SELECT
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--if the base value is -0- scaling will not work, need to generate price, factor goes to -0-
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0
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ELSE
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--expects inbound partial adjustment from volume table
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--if the volume table does not have enough price added, need to get to goal increment
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--multiplying by the raw factor without adding 1 will work since this data set will be added to the volume data set
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((SELECT pincr FROM target)-(SELECT sum($$||format('%I',_value_col)||$$) FROM volume))/(SELECT sum($$||format('%I',_value_col)||$$) FROM volume)
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CASE WHEN (SELECT factor FROM vscale) = 0
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--if the incoming volume dataset has just basemix data, then create an absolute factor and multiply by basemix
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THEN (SELECT pincr FROM target)/(SELECT sum($$||format('%I',_value_col)||$$) FROM volume)
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--if the incoming volume table already has an adjusment, just need to create a true-up factor
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--multiplying by the raw factor without adding 1 will work since this data set will be added to the volume data set
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ELSE ((SELECT pincr FROM target)-(SELECT sum($$||format('%I',_value_col)||$$) FROM volume))/(SELECT sum($$||format('%I',_value_col)||$$) FROM volume)
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END
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END factor
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,CASE WHEN (SELECT sum($$||format('%I',_value_col)||$$) FROM volume) = 0 THEN
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CASE WHEN ((SELECT pincr::numeric FROM target) - (SELECT sum($$||format('%I',_value_col)||$$) FROM volume)) <> 0 THEN
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@ -71,14 +71,14 @@ SELECT
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,o."Trans. Date"
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,o."Post Date"
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,o."Description"
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,o."Amount" * vscale.factor AS "Amount"
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,round(o."Amount" * vscale.factor,2) AS "Amount"
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,o."Category"
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,o."Party"
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,o."Reason"
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,'app_forecast_name' AS app_version
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,'scale volume' AS app_iter
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,(SELECT id FROM ilog) AS app_logid
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,o.app_units * vscale.factor AS app_units
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,round(o.app_units * vscale.factor,5) AS app_units
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FROM
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basemix o
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CROSS JOIN vscale
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@ -88,16 +88,36 @@ WHERE
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,volume AS (
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SELECT * FROM volume_only
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UNION ALL
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SELECT * FROM baseline WHERE (SELECT COUNT(*) FROM volume_only) = 0
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SELECT * FROM basemix WHERE (SELECT factor FROM vscale) = 0
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)
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,pscale AS (
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----what if the selection has several value columns, which one to use?-----
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SELECT
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(SELECT pincr FROM target) AS target_increment
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,sum("Amount") AS value
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,CASE WHEN (SELECT sum("Amount") FROM volume) = 0 THEN 0 ELSE (SELECT pincr FROM target)/sum("Amount") FROM volume END factor
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FROM
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volume
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SELECT
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(SELECT pincr FROM target) AS target_increment
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,sum("Amount") AS value
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,CASE WHEN (SELECT sum("Amount") FROM volume) = 0 THEN
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--if the base value is -0- scaling will not work, need to generate price, factor goes to -0-
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0
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ELSE
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CASE WHEN (SELECT factor FROM vscale) = 0
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--if the incoming volume dataset has just basemix data, then create an absolute factor and multiply by basemix
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THEN (SELECT pincr FROM target)/(SELECT sum("Amount") FROM volume)
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--if the incoming volume table already has an adjusment, just need to create a true-up factor
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--multiplying by the raw factor without adding 1 will work since this data set will be added to the volume data set
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ELSE ((SELECT pincr FROM target)-(SELECT sum("Amount") FROM volume))/(SELECT sum("Amount") FROM volume)
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END
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END factor
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,CASE WHEN (SELECT sum("Amount") FROM volume) = 0 THEN
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CASE WHEN ((SELECT pincr::numeric FROM target) - (SELECT sum("Amount") FROM volume)) <> 0 THEN
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--if the base value is -0- but the target value hasn't been achieved, derive a price to apply
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((SELECT pincr::numeric FROM target) - (SELECT sum("Amount") FROM volume))/(SELECT sum(app_units) FROM volume)
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ELSE
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0
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END
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ELSE
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0
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END mod_price
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FROM
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volume
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)
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,pricing AS (
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SELECT
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@ -106,12 +126,12 @@ SELECT
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,o."Trans. Date"
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,o."Post Date"
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,o."Description"
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,(CASE WHEN pscale.factor = 0 THEN o.app_units * pscale.mod_price ELSE o."Amount" * pscale.factor END)::numeric AS "Amount"
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,round((CASE WHEN pscale.factor = 0 THEN o.app_units * pscale.mod_price ELSE o."Amount" * pscale.factor END)::numeric,2) AS "Amount"
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,o."Category"
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,o."Party"
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,o."Reason"
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,'app_forecast_name' AS app_version
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,'scale volume' AS app_iter
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,'scale price' AS app_iter
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,(SELECT id FROM ilog) AS app_logid
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,0::numeric AS app_units
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FROM
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@ -125,7 +145,7 @@ INSERT INTO
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SELECT
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*
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FROM
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volume
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volume_only
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UNION ALL
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SELECT
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*
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