sales forecasting
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sql change target name, and exlude gld joins intended for snapping months, that should be done during data prep 2020-11-04 22:56:54 -05:00
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runsql.sh initial work on column builder, driven by shell 2020-10-28 00:03:13 -04:00

worked on so far

setup

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

  • 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

  • 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