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initial work on parameterizing baselining process

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Paul Trowbridge 2020-10-27 23:44:14 -04:00
parent 6d2cacb726
commit 975ea43b65
1 changed files with 9 additions and 14 deletions
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23
sql/baseline.sql
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@ -1,3 +1,4 @@
--a baseline period will have to be identified
WITH
baseline AS (
-----------------------copy YTD sales---------------------------------------------------------------------
@ -15,15 +16,13 @@ baseline AS (
WHERE
(
--base period orders booked....
o.odate BETWEEN '2019-06-01' AND '2020-02-29'
[target_odate] BETWEEN [target_odate_from] AND [target_odate_to]
--...or any open orders currently booked before cutoff....
OR (o.calc_status IN ('OPEN','BACKORDER') and o.odate < '2020-03-01')
OR ([status_flag] IN ([status_list]) and [target_date] <= [target_date_from])
--...or anything that shipped in that period
OR o.fspr BETWEEN '2001' AND '2009'
OR ([target_sdate] BETWEEN [target_sdate_from] AND [target_sdate_to])
)
AND fs_line = '41010'
AND calc_status <> 'CANCELED'
AND NOT (calc_status = 'CLOSED' AND flag = 'REMAINDER')
--be sure to pre-exclude unwanted items, like canceled orders, non-gross sales, and short-ships
UNION ALL
---------option 1: fill in the rest of the year, with the prior years sales-sales----------------------------
SELECT
@ -36,11 +35,8 @@ baseline AS (
LEFT OUTER JOIN gld ss ON
greatest(least(o.sdate,gld.edat),gld.sdat) + interval '1 year' BETWEEN ss.sdat AND ss.edat
WHERE
o.odate BETWEEN '2019-03-01' AND '2019-05-31'
AND fs_line = '41010'
AND calc_status <> 'CANCELED'
------exclude actuals for now and use forecast to get the plug for the rest of the year
AND false
[target_odate] BETWEEN [target_odate_plug_from] AND [target_odate_plug_to]
--be sure to pre-exclude unwanted items, like canceled orders, non-gross sales, and short-ships
UNION ALL
--------option 2: fill in the remainder of the current year with current forecase-----------------------------
SELECT
@ -53,9 +49,8 @@ baseline AS (
LEFT OUTER JOIN gld ss ON
greatest(least(o.sdate,gld.edat),gld.sdat) BETWEEN ss.sdat AND ss.edat
WHERE
o.odate BETWEEN '2020-03-01' AND '2020-05-31'
AND fs_line = '41010'
AND calc_status <> 'CANCELED'
[target_odate] BETWEEN [target_odate_plug_from] AND [target_odate_plug_to]
AND false
)
-------------------copy the baseline just generated and increment all the dates by one year------------------------------------
,incr AS (