pt/pivot_forecast
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sales forecasting
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readme.md

pre-requisites

  • setup postgres db with a username and password and database
  • add this to .bashrc to quickly invoke command line connection export PGD="psql -U ptrowbridge -d ubm -p 5433 -h 192.168.1.110"

setup

  • $PG -f setup_sql/schema.sql setup the application tables
  • create a table of data to forecast
  • $PG -f setup_sql/target_info.sql to populate the meta table (edit table name)
  • fill out the target_meta table
  • $PG -f setup_sql/build_maste_tables.sql to create master data tables from forecast data
  • ./routes/baseline/generate_route_sql.sh to create the baseline sql used by the /baseline route
schema tname cname opos func fkey fcol dtype appcol pretty
fc live fb_cst_loc 91 cost fb_cst_loc numeric
fc live ship_cust 36 scust scust ship_cust text
fc live rdate 98 rdate rdate drange date
fc live geo 42 scust geo text customer
fc live part 54 item item part text item
fc live odate 96 odate odate drange date order_date
fc live sdate 100 sdate sdate sdate date ship_date
fc live oseas 97 odate ssyr integer
fc live calc_status 94 order_status order_status calc_status text order_status
fc live rseas 99 rdate ssyr integer
fc live sseas 101 sdate ssyr integer
version
iter
logid
  • func: table name of associated data
  • fkey: primary key of assoicated dat
  • fcol: associated field from the master data table if it is different (oseas would refer to ssyr in fc.perd)
  • pretty: display column name (user friendly)
  • appcol: parameters that will have to be supplied but the application
    • order_date
    • ship_date
    • customer
    • item
    • order_stats
    • units
    • cost
    • value
    • version (added if missing)
    • iter (added if missing)
    • logid (added if missing)

issues

  • validate the ability to join to associated date tables, for example order season that needs incremented
  • there is not currently any initial grouping to limit excess data from all the document# scenarios
  • how to handle a target value adjustment, which currency is it in?