pivot_forecast/readme.md
2020-10-30 01:19:55 -04:00

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## worked on so far
setup
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the basic assumption is a single sales table is available to work with that has a lot of related data that came from master data tables originally.
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 (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
routes
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* all routes would be tied to an underlying sql that builds the incremental rows
* that piece of sql will have to be build based on the particular sales layout
* **columns:** a function to build the columns for each route
* **where** a function to build the where clause will be required for each route
* the result of above will get piped into a master function that build the final sql
* the master function will need to be called to build the sql statements into files of the project
route baseline
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* forecast = baseline (copied verbatim from actuals and increment the dates) + diffs. if orders are canceled this will show up as differ to baseline
* regular updates to baseline may be required to keep up with canceled/altered orders
* copy some period of actual sales and increment all the dates to serve as a baseline forecast
to-do:
* build the column lists for baseline
* build the where clause for baseline
* build the column lists for baseline_increment