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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 WITH
baseline AS ( baseline AS (
-----------------------copy YTD sales--------------------------------------------------------------------- -----------------------copy YTD sales---------------------------------------------------------------------
@ -15,15 +16,13 @@ baseline AS (
WHERE WHERE
( (
--base period orders booked.... --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 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 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' --be sure to pre-exclude unwanted items, like canceled orders, non-gross sales, and short-ships
AND calc_status <> 'CANCELED'
AND NOT (calc_status = 'CLOSED' AND flag = 'REMAINDER')
UNION ALL UNION ALL
---------option 1: fill in the rest of the year, with the prior years sales-sales---------------------------- ---------option 1: fill in the rest of the year, with the prior years sales-sales----------------------------
SELECT SELECT
@ -36,11 +35,8 @@ baseline AS (
LEFT OUTER JOIN gld ss ON LEFT OUTER JOIN gld ss ON
greatest(least(o.sdate,gld.edat),gld.sdat) + interval '1 year' BETWEEN ss.sdat AND ss.edat greatest(least(o.sdate,gld.edat),gld.sdat) + interval '1 year' BETWEEN ss.sdat AND ss.edat
WHERE WHERE
o.odate BETWEEN '2019-03-01' AND '2019-05-31' [target_odate] BETWEEN [target_odate_plug_from] AND [target_odate_plug_to]
AND fs_line = '41010' --be sure to pre-exclude unwanted items, like canceled orders, non-gross sales, and short-ships
AND calc_status <> 'CANCELED'
------exclude actuals for now and use forecast to get the plug for the rest of the year
AND false
UNION ALL UNION ALL
--------option 2: fill in the remainder of the current year with current forecase----------------------------- --------option 2: fill in the remainder of the current year with current forecase-----------------------------
SELECT SELECT
@ -53,9 +49,8 @@ baseline AS (
LEFT OUTER JOIN gld ss ON LEFT OUTER JOIN gld ss ON
greatest(least(o.sdate,gld.edat),gld.sdat) BETWEEN ss.sdat AND ss.edat greatest(least(o.sdate,gld.edat),gld.sdat) BETWEEN ss.sdat AND ss.edat
WHERE WHERE
o.odate BETWEEN '2020-03-01' AND '2020-05-31' [target_odate] BETWEEN [target_odate_plug_from] AND [target_odate_plug_to]
AND fs_line = '41010' AND false
AND calc_status <> 'CANCELED'
) )
-------------------copy the baseline just generated and increment all the dates by one year------------------------------------ -------------------copy the baseline just generated and increment all the dates by one year------------------------------------
,incr AS ( ,incr AS (