电商KA看板新增大区筛选+首页看板新增库存指标+营销指标汇总BI

.idea/sqldialects.xml

@@ -3,6 +3,7 @@
   <component name="SqlDialectMappings">
     <file url="file://$PROJECT_DIR$/BI/销售业绩/电商销售订单-废弃.sql" dialect="PostgreSQL" />
     <file url="file://$PROJECT_DIR$/BI/销售业绩/经销商出货-废弃.sql" dialect="PostgreSQL" />
+    <file url="file://$PROJECT_DIR$/BI/销售业绩/营销指标汇总.sql" dialect="PostgreSQL" />
     <file url="file://$PROJECT_DIR$/BI/销售业绩/销售订单.sql" dialect="PostgreSQL" />
     <file url="file://$PROJECT_DIR$/FineReport/tianbao/产品档案填报.sql" dialect="PostgreSQL" />
     <file url="file://$PROJECT_DIR$/FineReport/tianbao/基础指标填报表.sql" dialect="PostgreSQL" />

BI/销售业绩/营销指标汇总.sql

@@ -0,0 +1,87 @@
+select
+  stat_date     -- 统计时间
+ ,bu_code       -- 事业部编码
+ ,bu_name       -- 事业部名称
+ ,region_code   -- 大区编码
+ ,region_name   -- 大区名称
+ ,office_code   -- 办事处编码
+ ,office_name   -- 办事处名称
+ ,deal_code     -- 经销商编码
+ ,deal_name     -- 经销商名称
+ ,pl_name       -- 产品线
+ ,pi_name       -- 品项
+ -- ,num           -- 数量
+ -- ,amt           -- 金额
+ ,SUM(CASE WHEN indi_type = '消费者红包' THEN amt ELSE 0 END)    AS consumer_amt -- 消费者红包金额
+ ,SUM(CASE WHEN indi_type = '消费者红包' THEN num ELSE 0 END)    AS consumer_num -- 消费者红包数量
+
+ ,SUM(CASE WHEN indi_type = '出货数' THEN amt ELSE 0 END)       AS ship_amt -- 出货金额
+ ,SUM(CASE WHEN indi_type = '出货数' THEN num ELSE 0 END)       AS ship_num  -- 出货数量
+
+ ,SUM(CASE WHEN indi_type = '卡券分润' THEN amt ELSE 0 END)     AS coupons_amt  -- 卡券分润金额
+ ,SUM(CASE WHEN indi_type = '卡券分润' THEN num ELSE 0 END)     AS coupons_num -- 卡券分润数量
+
+ ,SUM(CASE WHEN indi_type = '酒券分润' THEN amt ELSE 0 END)     AS wine_amt -- 酒券分润金额
+ ,SUM(CASE WHEN indi_type = '酒券分润' THEN num ELSE 0 END)     AS wine_num -- 酒券分润数量
+
+ ,SUM(CASE WHEN indi_type = '消费者兑奖数' THEN amt ELSE 0 END)  AS consumer_prize_amt -- 消费者兑奖金额
+ ,SUM(CASE WHEN indi_type = '消费者兑奖数' THEN num ELSE 0 END)  AS consumer_prize_num -- 消费者兑奖数量
+
+ ,SUM(CASE WHEN indi_type = '扫码数' THEN amt ELSE 0 END)       AS scan_amt -- 扫码数
+ ,SUM(CASE WHEN indi_type = '扫码数' THEN num ELSE 0 END)      AS scan_num -- 扫码数
+
+ ,SUM(CASE WHEN indi_type = '消费者卡券' THEN amt ELSE 0 END)  AS consumer_coup_amt -- 消费者卡券
+ ,SUM(CASE WHEN indi_type = '消费者卡券' THEN num ELSE 0 END)  AS consumer_coup_num -- 消费者卡券
+
+ ,SUM(CASE WHEN indi_type = '终端销售奖' THEN amt ELSE 0 END)  AS terminal_amt -- 终端销售奖
+ ,SUM(CASE WHEN indi_type = '终端销售奖' THEN num ELSE 0 END)  AS terminal_num -- 终端销售奖
+
+ ,SUM(CASE WHEN indi_type = '异地扫码数' THEN amt ELSE 0 END)  AS remote_amt -- 异地扫码数
+ ,SUM(CASE WHEN indi_type = '异地扫码数' THEN num ELSE 0 END)  AS remote_num -- 异地扫码数
+     
+ ,SUM(CASE WHEN indi_type = '现金分润' THEN amt ELSE 0 END)    AS cash_amt -- 现金分润
+ ,SUM(CASE WHEN indi_type = '现金分润' THEN num ELSE 0 END)    AS cash_num -- 现金分润
+from dm.v_mak_indicator_day a
+-- 订单时间
+WHERE stat_date >= '${CONCATENATE(sStart_date," 00:00:00")}'
+AND  stat_date <= '${CONCATENATE(sEnd_date," 00:00:00")}'
+-- 产品线
+${if(len(sPl_name) == 0,"","and a.pl_name in ('" + sPl_name + "')")}
+-- 事业部
+${if(len(sBu) == 0,"","and a.bu_code IN ('"+sBu+"')")}
+-- 大区
+${if(len(sRegion) == 0,"","and a.region_code IN ('"+ sRegion+"')")}
+-- 办事处
+${if(len(sOffice) == 0,"","and a.office_code IN ('"+ sOffice+"')")}
+-- 经销商
+${if(sSub_main == '主经销商',if(len(sDeal) == 0,"","and a.deal_code IN ('"+ sDeal+"')"),if(len(sDeal) == 0,"","and a.src_deal_code IN ('"+ sDeal +"')"))}
+
+-- 权限控制
+  AND exists (
+    select
+    1
+    from
+    dm.dm_bi_user_permisson
+    where
+    bi_user = '${fine_username}'
+  and per_model IN ('all','sal')
+  and (
+    is_all = 1
+   OR per_code = a.bu_code        -- 事业部
+   OR per_code = a.region_code    -- 大区
+   OR per_code = a.office_code    -- 办事处
+
+    )
+    )
+group by
+stat_date     -- 统计时间
+,bu_code       -- 事业部编码
+,bu_name       -- 事业部名称
+,region_code   -- 大区编码
+,region_name   -- 大区名称
+,office_code   -- 办事处编码
+,office_name   -- 办事处名称
+,deal_code     -- 经销商编码
+,deal_name     -- 经销商名称
+,pl_name       -- 产品线
+,pi_name       -- 品项

FineReport/销售主题/看板/电商KA驾驶舱.sql

@@ -1,6 +1,6 @@
 
 -- ======================================
--- 回款
+-- 回款出货情况指标卡
 -- 统计维度: 本月、本季度
 -- 统计指标: 保底目标、实际达成、达成率
 -- 同比、环比
@@ -20,6 +20,7 @@ WITH base_data AS (
     FROM dm.dm_sal_indicator_day a
     WHERE bu_code = '0202/0209' -- 电商KA
       AND indi_type in('回款','出货','季度目标_城市单元_出货','季度目标_城市单元_回款','月度目标_城市单元_出货','月度目标_城市单元_回款')
+        ${if(len(sRegion) == 0,"","and region_code IN ('"+ sRegion+"')")}
       AND exists (
         select
             1
@@ -172,23 +173,8 @@ FROM base_data
 ;
 
 
-
-
-
-
 -- ======================================
--- 发货
--- 统计维度: 本月、本季度
--- 统计指标: 保底目标、实际达成、达成率
--- 同比、环比
--- ======================================
-
-
-
-
-
--- ======================================
--- 回款情况
+-- 回款情况排名
 -- 统计时间维度: 月度、季度
 -- 维度: 城市单元+负责人
 -- 指标: 保底目标、实际达成、达成比、排名
@@ -211,6 +197,8 @@ WITH base_data AS (
     on a.city_unit_code=dmd.dept_code
     WHERE bu_code = '0202/0209' -- 电商KA
       AND indi_type in('回款','出货','季度目标_城市单元_出货','季度目标_城市单元_回款','月度目标_城市单元_出货','月度目标_城市单元_回款')
+        ${if(len(sRegion) == 0,"","and region_code IN ('"+ sRegion+"')")}
+
       AND exists (
         select
             1
@@ -307,7 +295,7 @@ FROM base_date2
 
 
 -- ======================================
--- 出货情况
+-- 出货情况排名
 -- 统计时间维度: 月度、季度
 -- 维度: 城市单元+负责人
 -- 指标: 保底目标、实际达成、达成比、排名
@@ -329,6 +317,7 @@ WITH base_data AS (
              LEFT JOIN dwr.dim_department dmd on a.city_unit_code=dmd.dept_code
     WHERE bu_code = '0202/0209' -- 电商KA
       AND indi_type in('回款','出货','季度目标_城市单元_出货','季度目标_城市单元_回款','月度目标_城市单元_出货','月度目标_城市单元_回款')
+    ${if(len(sRegion) == 0,"","and region_code IN ('"+ sRegion+"')")}
       AND exists (
         select
             1
@@ -419,7 +408,7 @@ SELECT
      , ship_rate_q
      , row_number() OVER (ORDER BY ship_rate_q DESC ) AS rate_q_rk
 FROM base_date2
-
+;
 
 
 

FineReport/销售主题/看板/首页.sql

@@ -555,6 +555,63 @@ where   ${switch(sPeriod
 --    ${IF(sPeriod=4,"AND to_char(stat_date,'yyyy-MM-dd')  <='"+ sEnd_date +"'","")}
 
 
+-- ======================================
+-- 经销商库存
+-- ======================================
+
+
+with base_data AS
+(
+    select
+    indi_type
+    ,stat_date
+    ,sum(amt_bu)   AS amt
+    from dm.v_sal_indicator_bu  a
+    where (indi_type='实物库存'OR indi_type='在途库存'OR indi_type='融资未填仓'
+                OR indi_type='已填仓未下单'OR indi_type='未下单往来余额' OR indi_type='费用余额' OR indi_type='未发货')
+              AND EXISTS (
+                SELECT
+                1
+                FROM
+                dm.dm_bi_user_permisson
+                WHERE
+                bi_user = '${fine_username}' -- 替换为fine_username
+              AND per_model IN ('all','sal')
+              AND (
+                is_all = 1
+               OR per_code = a.bu_code
+                )
+                )
+            GROUP BY
+                indi_type,stat_date
+)
+SELECT
+SUM(amt) AS amt -- 库存总量
+,SUM(CASE WHEN indi_type = '在途库存' THEN amt ELSE 0 END) AS onway_amt -- 在途库存
+,SUM(CASE WHEN indi_type = '未发货' THEN amt ELSE 0 END) AS not_ship_amt -- 未发货帐余
+,SUM(CASE WHEN indi_type = '融资未填仓' THEN amt ELSE 0 END) AS not_fill_amt -- 融资未填仓
+
+FROM base_data
+WHERE 1=1
+-- 年
+${IF(sPeriod=1,"AND to_char(stat_date,'yyyy') ='"+  FORMAT(sStart_date,'yyyy') +"'","")}
+${IF(sPeriod=1,"AND to_char(stat_date,'yyyy-MM-dd') <='"+  FORMAT(sStart_date,'yyyy-MM-dd') +"'","")}
+
+-- 季
+    ${IF(sPeriod=2,"AND CONCAT(to_char(stat_date,'yyyy'),EXTRACT(QUARTER FROM stat_date))  ='"+  CONCATENATE(left(sStart_date,4),roundup(month(sStart_date)/3)) +"'","")}
+    ${IF(sPeriod=2,"AND to_char(stat_date,'yyyy-MM-dd') <= '"+ FORMAT(sStart_date,'yyyy-MM-dd') +"'","")}
+
+--    ${IF(sPeriod=2,"AND to_char(stat_date,'yyyy-MM-dd')  <='"+ sEnd_date +"'","")}
+-- 月
+    ${IF(sPeriod=3,"AND to_char(stat_date,'yyyy-MM')  ='"+ FORMAT(sStart_date,'yyyy-MM') +"'","")}
+    ${IF(sPeriod=3,"AND to_char(stat_date,'yyyy-MM-dd') <= '"+ FORMAT(sStart_date,'yyyy-MM-dd') +"'","")}
+
+--    ${IF(sPeriod=3,"AND to_char(stat_date,'yyyy-MM-dd')  <='"+ sEnd_date +"'","")}
+-- 日
+--    ${IF(sPeriod=4,"AND to_char(stat_date,'yyyy-MM-dd')  ='"+ sStart_date +"'","")}
+--    ${IF(sPeriod=4,"AND to_char(stat_date,'yyyy-MM-dd')  <='"+ sEnd_date +"'","")}
+
+
 -- ======================================
 -- 财务资金状况
 -- ======================================