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资金看板权限+BI看板调整+首页取数逻辑优化+电商KA驾驶舱同环比取值优化

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yangkunan 2024-12-12 14:10:32 +08:00
parent 078a148544
commit 9d9df843b5
10 changed files with 404 additions and 272 deletions
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2
.idea/sqldialects.xml
View File

@ -2,7 +2,7 @@
<project version="4">
<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/经销商出货.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" />

77
BI/销售业绩/经销商出货-废弃.sql
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@ -1,77 +0,0 @@
-- ======================================
-- 2024-11-21：由李维调整完毕
-- ======================================
SELECT
*
,CASE WHEN bu_code ='0202/0223'
THEN (CASE WHEN pl_name = '小郎酒' THEN '小郎酒事业部'
WHEN pl_name IN ('郎牌特曲', '郎牌原浆', '新郎酒') THEN '郎牌特曲事业部'
WHEN pl_name in ('青花郎', '老郎酒', '藏品') THEN '青花郎事业部'END)
ELSE bu_name END report_bu_name -- 报表事业部
,CASE WHEN office_name LIKE '%成都%'
THEN '成都市场'
ELSE region_name
END AS report_region_name -- 报表大区
FROM dm.v_ag_sal_cust_flow a
-- 出货时间
WHERE bill_time >= '${sStart_date}'
AND bill_time <= '${sEnd_date}'
-- 事业部
${if(len(sBu) == 0,"","and bu_code in ('" + sBu + "')")}
-- 大区
${if(len(sRegion) == 0,"","and region_code in ('" + sRegion + "')")}
-- 办事处
${if(len(sOffice) == 0,"","and office_code in ('" + sOffice + "')")}
-- 城市单元
${if(len(sCu) == 0,"","and city_unit_code in ('" + sCu + "')")}
-- 省份
${if(len(sProvince) == 0,"","and province_name in ('" + sProvince + "')")}
-- 地市
${if(len(sCity) == 0,"","and city_name in ('" + sCity + "')")}
-- 经销商类型
${if(len(sDeal_type) == 0,"","and deal_type in ('" + sDeal_type + "')")}
-- 产品
${if(len(sProd) == 0,"","and product_code in ('" + sProd + "')")}
-- 产品线
${if(len(sPl_name) == 0,"","and pl_name in ('" + sPl_name + "')")}
-- 金额区间
${if(len(sStart_amt) == 0,"","and ordered_amt >= " + sStart_amt + "")}
${if(len(sEnd_amt) == 0,"","and ordered_amt <= " + sEnd_amt + "")}
-- 子主经销商筛选
${if(sSub_main== "主经销商",if(len(sDeal)==0,"","and deal_code in ('" + sDeal + "')"),if(len(sDeal)==0,"","and src_deal_code in ('" +sDeal + "')"))}
-- 收货方
${if(len(sOpposite_name) == 0,"","and opposite_name in ('" + sOpposite_name + "')")}
-- 单据号 bill_code
${if(len(sBill) == 0,"","and bill_code in ('" + sBill + "')")}
-- 权限控制
AND exists (
select
1
from
dm.dm_bi_user_permisson
where
bi_user = '${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 -- 城市单元
OR per_code = a.city_unit_code -- 城市单元
)
)

79
BI/销售业绩/经销商出货.sql Normal file
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@ -0,0 +1,79 @@
SELECT
*
,CASE WHEN bu_code ='0202/0223'
THEN (CASE WHEN pl_name = '小郎酒' THEN '小郎酒事业部'
WHEN pl_name IN ('郎牌特曲', '郎牌原浆', '新郎酒') THEN '郎牌特曲事业部'
WHEN pl_name in ('青花郎', '老郎酒', '藏品') THEN '青花郎事业部'END)
ELSE bu_name END report_bu_name -- 报表事业部
,CASE WHEN office_name LIKE '%成都%'
THEN '成都市场'
ELSE region_name
END AS report_region_name -- 报表大区
,year(bill_time) AS bill_year
,quarter(bill_time) as bill_quar
,month(bill_time) AS bill_month
,round(num_dealer / pack_base_num,4) AS dealer_num -- 计经销商件数
,round(num_city_unit / pack_base_num,4) AS city_num -- 计业务区件数
FROM dm.v_ag_sal_cust_flow a
-- 出货时间
WHERE 1 =1
-- 事业部
${if(len(sBu) == 0,"","and bu_code in ('" + sBu + "')")}
-- 大区
${if(len(sRegion) == 0,"","and region_code in ('" + sRegion + "')")}
-- 办事处
${if(len(sOffice) == 0,"","and office_code in ('" + sOffice + "')")}
-- 城市单元
${if(len(sCu) == 0,"","and city_unit_code in ('" + sCu + "')")}
-- 省份
${if(len(sProvince) == 0,"","and province_name in ('" + sProvince + "')")}
-- 地市
${if(len(sCity) == 0,"","and city_name in ('" + sCity + "')")}
-- 经销商类型
${if(len(sDeal_type) == 0,"","and deal_type in ('" + sDeal_type + "')")}
-- 产品
${if(len(sProd) == 0,"","and product_code in ('" + sProd + "')")}
-- 品项
${if(len(sPi_name) == 0,"","and pi_name in ('" + sPi_name + "')")}
-- 产品线
${if(len(sPl_name) == 0,"","and pl_name in ('" + sPl_name + "')")}
-- 子主经销商筛选
${if(sSub_main== "主经销商",if(len(sDeal)==0,"","and deal_code in ('" + sDeal + "')"),if(len(sDeal)==0,"","and src_deal_code in ('" +sDeal + "')"))}
-- 收货方
${if(len(sOpposite_name) == 0,"","and opposite_name like ('%" + sOpposite_name + "%')")}
-- 单据号 bill_code
${if(len(sBill) == 0,"","and bill_code in ('" + sBill + "')")}
and bill_time >= date('${sStart_date}')
and bill_time < date('${sEnd_date}') + INTERVAL '1 days'
-- 权限控制
AND exists (
select
1
from
dm.dm_bi_user_permisson
where
bi_user = '${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 -- 城市单元
OR per_code = a.city_unit_code -- 城市单元
)
)

8
BI/销售业绩/营销指标汇总.sql
View File

@ -1,5 +1,7 @@
select
stat_date -- 统计时间
,year(stat_date) AS stat_year
,month(stat_date) AS stat_month
,bu_code -- 事业部编码
,bu_name -- 事业部名称
,region_code -- 大区编码
@ -43,8 +45,8 @@ select
,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")}'
WHERE stat_date >= date('${sStart_date}')
AND stat_date <= date('${sEnd_date}') + INTERVAL '1 days'
-- 产品线
${if(len(sPl_name) == 0,"","and a.pl_name in ('" + sPl_name + "')")}
-- 事业部
@ -85,3 +87,5 @@ stat_date -- 统计时间
,deal_name -- 经销商名称
,pl_name -- 产品线
,pi_name -- 品项
,year(stat_date)
,month(stat_date)

52
BI/销售业绩/销售发货明细-废弃.sql
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@ -1,52 +0,0 @@
-- ======================================
-- 2024-11-21：由李维调整完毕
-- ======================================
select
*
,CASE
WHEN deli_type = '内部用酒' THEN '内部用酒'
WHEN bu_code = '0202/0223'
THEN(CASE WHEN pl_name = '小郎酒' THEN '小郎酒事业部'
WHEN pl_name in ('郎牌特曲', '郎牌原浆', '新郎酒') THEN '郎牌特曲事业部'
WHEN pl_name in ('青花郎', '老郎酒', '藏品') THEN '青花郎事业部'
END
)
ELSE bu_name
END AS report_bu_name -- 报表事业部
,CASE
WHEN deli_type = '内部用酒' THEN '内部用酒'
WHEN bu_code = '0202/0223'
THEN(CASE WHEN pl_name = '小郎酒' THEN '小郎酒川渝大区'
WHEN pl_name in ('郎牌特曲', '郎牌原浆', '新郎酒') THEN '郎特四川大区'
WHEN pl_name in ('青花郎', '老郎酒', '藏品') THEN '青花郎川渝大区'
END
)
ELSE region_name
END AS report_region_name -- 报表大区
from dm.v_ag_sal_deliver
-- 发货时间
WHERE deli_time >= '${sStart_date}'
AND deli_time <= '${sEnd_date}'
-- 事业部
${if(len(sBu) == 0,"","and bu_code in ('" + sBu + "')")}
-- 大区
${if(len(sRegion) == 0,"","and region_code in ('" + sRegion + "')")}
-- 办事处
${if(len(sOffice) == 0,"","and office_code in ('" + sOffice + "')")}
-- 城市单元
${if(len(sCu) == 0,"","and city_unit_code in ('" + sCu + "')")}
-- 子主经销商筛选
${if(sIs_srcdeal== "主经销商",if(len(sDeal)==0,"","and deal_code in ('" + sDeal + "')"),if(len(sDeal)==0,"","and src_deal_code in ('" +sDeal + "')"))}
-- 产品
${if(len(sProd) == 0,"","and product_code in ('" + sProd + "')")}
-- 发货单号
${if(len(sDeli_code) == 0,"","and deli_code = '" + sDeli_code + "'")}
-- 订单号
${if(len(sOrder) == 0,"","and order_code = '" + sOrder + "'")}

68
BI/销售业绩/销售发货明细.sql Normal file
View File

@ -0,0 +1,68 @@
select
*
,CASE
WHEN deli_type = '内部用酒' THEN '内部用酒'
WHEN bu_code = '0202/0223'
THEN(CASE WHEN pl_name = '小郎酒' THEN '小郎酒事业部'
WHEN pl_name in ('郎牌特曲', '郎牌原浆', '新郎酒') THEN '郎牌特曲事业部'
WHEN pl_name in ('青花郎', '老郎酒', '藏品') THEN '青花郎事业部'
END
)
ELSE bu_name
END AS report_bu_name -- 报表事业部
,CASE
WHEN deli_type = '内部用酒' THEN '内部用酒'
WHEN bu_code = '0202/0223'
THEN(CASE WHEN pl_name = '小郎酒' THEN '小郎酒川渝大区'
WHEN pl_name in ('郎牌特曲', '郎牌原浆', '新郎酒') THEN '郎特四川大区'
WHEN pl_name in ('青花郎', '老郎酒', '藏品') THEN '青花郎川渝大区'
END
)
ELSE region_name
END AS report_region_name -- 报表大区
,year(deli_time) AS deli_year
,quarter(deli_time) as deli_quar
,month(deli_time) AS deli_month
,deli_num / pack_base_num AS ship_num -- 发货件数
,d_amt + e_amt + f_amt + fz_amt + q_amt AS total_amt -- 费用合计
,'' AS region_opera_code -- 区域运营商编码
,'' AS region_opera_name -- 区域运营商名称
from dm.v_ag_sal_deliver a
where 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
OR per_code = a.region_code
OR per_code = a.office_code
OR per_code = a.city_unit_code
)
)
-- 产品线
${if(len(sPl_name) == 0,"","and pl_name in ('" + sPl_name + "')")}
-- 品项
${if(len(sPi_name) == 0,"","and pi_name in ('" + sPi_name + "')")}
-- 产品
${if(len(sProd) == 0,"","and product_code in ('" + sProd + "')")}
-- 事业部
${if(len(sBu) == 0,"","and bu_code in ('" + sBu + "')")}
-- 大区
${if(len(sRegion) == 0,"","and region_code in ('" + sRegion + "')")}
-- 办事处
${if(len(sOffice) == 0,"","and office_code in ('" + sOffice + "')")}
-- 城市单元
${if(len(sCu) == 0,"","and city_unit_code in ('" + sCu + "')")}
-- 子主经销商筛选
${if(sSub_main== "主经销商",if(len(sDeal)==0,"","and deal_code in ('" + sDeal + "')"),if(len(sDeal)==0,"","and src_deal_code in ('" +sDeal + "')"))}
-- 订单号/发货单号
${if(len(sOrder) == 0,"","and (order_code = '" + sOrder + "' or deli_code = '" + sOrder + "')")}
-- 发货时间
and deli_time >= date('${sStart_date}')
and deli_time < date('${sEnd_date}') + INTERVAL '1 days'

52
BI/销售业绩/销售订单.sql
View File

@ -39,7 +39,7 @@ pk
,discount_price -- 折后价
,order_num -- 订单数量
,pack_base_num -- 转换率
,ton_num -- 订单吨数
,round(ton_num,4) as ton_num -- 订单吨数
,x_amt -- x类金额
,adj_amt -- 调整金额
,e_amt -- E类费用
@ -53,28 +53,15 @@ pk
,amt_office -- 计办事处金额
,amt_city_unit -- 计城市单元金额
,amt_dealer -- 计经销商金额
,year(order_time) AS order_year -- 订单年度
,quarter(order_time) as order_quar -- 订单季度
,month(order_time) AS order_month -- 订单月度
,order_num / pack_base_num AS order_number-- 订单件数
,d_amt + e_amt + f_amt + fz_amt + q_amt + other_amt AS total_fee-- 费用合计
FROM dm.v_ag_sal_order a
-- 订单时间
WHERE order_time >= '${CONCATENATE(sOrder_start_date," 00:00:00")}'
AND order_time <= '${CONCATENATE(sOrder_end_date," 00:00:00")}'
-- 事业部
${if(len(sBu) == 0,"","and a.bu_code IN ('"+sBu+"')")}
-- 大区
${if(len(sRegion) == 0,"","and region_code IN ('"+ sRegion+"')")}
-- 办事处
${if(len(sOffice) == 0,"","and office_code IN ('"+ sOffice+"')")}
-- 城市单元
${if(len(sCu) == 0,"","and city_unit_code IN ('"+sCu+"')")}
-- 产品
${if(len(sProduct) == 0,"","and product_code IN ('"+ sProduct +"')")}
-- 子主经销商
${if(sSub_main == '主经销商',if(len(sDeal) == 0,"","and deal_code IN ('"+ sDeal+"')"),if(len(sDeal) == 0,"","and src_deal_code IN ('"+ sDeal +"')"))}
-- 单据号
${if(len(sBill) == 0,"","and order_code in ('" + sBill + "')")}
-- 酱酒执行计划
${if(len(sBill) == 0,"","and order_code in ('" + sBill + "')")}
WHERE
-- 权限控制
AND exists (
exists (
select
1
from
@ -90,3 +77,26 @@ AND exists (
OR per_code = a.city_unit_code -- 城市单元
)
)
-- 酱酒执行计划
${if(len(sIs_jxzx) == 0,"","and is_jxzx in ('" + switch(sIs_jxzx,'是','1','否','0') + "')")}
-- 事业部
${if(len(sBu) == 0,"","and a.bu_code IN ('"+sBu+"')")}
-- 大区
${if(len(sRegion) == 0,"","and region_code IN ('"+ sRegion+"')")}
-- 办事处
${if(len(sOffice) == 0,"","and office_code IN ('"+ sOffice+"')")}
-- 城市单元
${if(len(sCu) == 0,"","and city_unit_code IN ('"+sCu+"')")}
-- 产品
${if(len(sProduct) == 0,"","and product_code IN ('"+sProduct+"')")}
-- 品项
${if(len(sPi_name) == 0,"","and pi_name IN ('"+sPi_name+"')")}
-- 产品线
${if(len(sPl_name) == 0,"","and pl_name IN ('"+ sPl_name +"')")}
-- 子主经销商
${if(sSub_main == '主经销商',if(len(sDeal) == 0,"","and deal_code IN ('"+ sDeal+"')"),if(len(sDeal) == 0,"","and src_deal_code IN ('"+ sDeal +"')"))}
-- 单据号
${if(len(sBill) == 0,"","and order_code in ('" + sBill + "')")}
-- 订单时间
${if(len(sOrder_start_date) == 0,"","and order_time >= date('"+sOrder_start_date+"')")}
${if(len(sOrder_end_date) == 0,"","and order_time < date('"+sOrder_end_date+"')")} + INTERVAL '1 days'

123
FineReport/财务主题/看板/资金管理驾驶舱.sql
View File

@ -20,7 +20,7 @@ WITH base_date AS
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
@ -84,7 +84,7 @@ where corp_code not in ('0101','0103','0102')
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
@ -144,7 +144,7 @@ SELECT amt_type
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
@ -177,7 +177,7 @@ SELECT amt_type
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
@ -217,6 +217,7 @@ SELECT
THEN amt ELSE 0 END) AS frozen_amt_last_y -- 去年冻结资金
FROM base_data
;
@ -234,7 +235,7 @@ FROM base_data
-- ======================================
-- 【图表_资金收支总览收入支出】
-- 银行收支
with day_amt as (
@ -256,7 +257,7 @@ with day_amt as (
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
@ -281,7 +282,7 @@ with day_amt as (
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
@ -308,7 +309,7 @@ m_y_amt AS (
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
@ -352,6 +353,8 @@ FROM m_y_amt
-- ======================================
-- 资金余额
-- ======================================
-- 【图表_资金收支总览资金】
with base_data AS (
select
0 AS begin_year_amt -- 年初可用资金余额
@ -375,7 +378,7 @@ with base_data AS (
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
@ -403,7 +406,7 @@ with base_data AS (
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
@ -436,14 +439,14 @@ AND nvl(a.is_usable, 1) = 1
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
)
)
GROUP BY amt_type
ORDER BY amt_type
-- 银行余额分布
SELECT
@ -468,7 +471,7 @@ WHERE a.corp_code NOT IN ('0101', '0103', '0102')
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
@ -503,7 +506,7 @@ WITH base_date AS
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
@ -543,7 +546,7 @@ where corp_code not in ('0101','0103','0102')
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
@ -551,7 +554,7 @@ where corp_code not in ('0101','0103','0102')
)
GROUP BY plan_item_name
ORDER BY plan_item_name
-- 收入趋势
@ -573,7 +576,7 @@ with re as (
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
@ -597,7 +600,7 @@ with re as (
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
@ -660,7 +663,7 @@ WITH base_date AS(
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','sal')
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
@ -680,3 +683,85 @@ ORDER BY SUM(CASE WHEN to_char(stat_date,'yyyy') = '${FORMAT(sStart_date,"yyyy")
THEN amt ELSE 0 END) DESC
LIMIT 10
;
-- 支出趋势
with re as (
select
trade_time,
trade_direction,
plan_item_name,
amt
from dm.v_ag_fim_bank_account_flow a
where trade_time>=date'2021-01-01'
AND owner_bank_account <> '22195101040012008'
AND corp_code not in ('0101','0103','0102')
${IF(LEN(sCorp)!=0," AND a.corp_code IN ('"+ sCorp +"')", "")}
AND exists (
select
1
from
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
)
)
union all
select
trade_time,
trade_direction,
plan_item_name,
amt
from dm.v_ag_fim_draft_flow a
where trade_time>=date'2021-01-01'
AND owner_bank_account <> '22195101040012008'
AND corp_code not in ('0101','0103','0102')
${IF(LEN(sCorp)!=0," AND a.corp_code IN ('"+ sCorp +"')", "")}
AND exists (
select
1
from
dm.dm_bi_user_permisson
where
bi_user = '${fine_username}'
and per_model IN ('all','fim')
and (
is_all = 1
OR per_code = a.corp_code -- 事业部
)
)
)
-- 近15天
${if(sData_type_out=1,"","/*")}
select
to_char(trade_time,'MM-dd') AS trade_time
,SUM(CASE WHEN trade_direction = '收入' AND plan_item_name NOT IN ('内部调拨收入','取得贷款') THEN amt ELSE 0 END ) / 10000 AS 收入
,SUM(CASE WHEN trade_direction = '支出' AND plan_item_name NOT IN ('内部调拨支出','偿还贷款') THEN amt ELSE 0 END ) / 10000 AS 支出
from re
WHERE trade_direction IN('收入','支出')
AND to_char(trade_time,'yyyy-MM-dd') >= '${FORMAT(DATEDELTA(sStart_date,-15),"yyyy-MM-dd")}'
AND to_char(trade_time,'yyyy-MM-dd') <= '${FORMAT(sStart_date,"yyyy-MM-dd")}'
GROUP BY to_char(trade_time,'MM-dd')
ORDER BY to_char(trade_time,'MM-dd')
${if(sData_type_out=1,"","*/")}
-- 近12个月
${if(sData_type_out=2,"","/*")}
select
to_char(trade_time,'MM') AS trade_time
,SUM(CASE WHEN trade_direction = '收入' AND plan_item_name NOT IN ('内部调拨收入','取得贷款') THEN amt ELSE 0 END ) / 10000 AS 收入
,SUM(CASE WHEN trade_direction = '支出' AND plan_item_name NOT IN ('内部调拨支出','偿还贷款') THEN amt ELSE 0 END ) / 10000 AS 支出
from re
WHERE trade_direction IN('收入','支出')
AND to_char(trade_time,'yyyy-MM') >= '${FORMAT(MONTHDELTA(sStart_date,-12),"yyyy-MM")}'
AND to_char(trade_time,'yyyy-MM') <= '${FORMAT(sStart_date,"yyyy-MM")}'
GROUP BY to_char(trade_time,'MM')
ORDER BY to_char(trade_time,'MM')
${if(sData_type_out=2,"","*/")}

73
FineReport/销售主题/看板/电商KA驾驶舱.sql
View File

@ -41,15 +41,15 @@ WITH base_data AS (
SELECT
T.payment_target_m / 10000 AS payment_target_m -- 月度回款目标当期
,T.yy_payment_target_m / 10000 AS yy_payment_target_m -- 月度回款目标同期
,CASE WHEN yy_payment_target_m = 0 THEN 0 ELSE (T.payment_target_m - yy_payment_target_m) / yy_payment_target_m END AS yyrate_payment_target_m -- 月度回款同比
,CASE WHEN yy_payment_target_m = 0 THEN 0 ELSE (T.payment_target_m - yy_payment_target_m) / ABS(yy_payment_target_m) END AS yyrate_payment_target_m -- 月度回款同比
,T.mm_payment_target_m / 10000 AS mm_payment_target_m -- 月度回款目标往期
,CASE WHEN mm_payment_target_m = 0 THEN 0 ELSE (T.payment_target_m - mm_payment_target_m) / mm_payment_target_m END AS mmrate_payment_target_m -- 月度回款环比
,CASE WHEN mm_payment_target_m = 0 THEN 0 ELSE (T.payment_target_m - mm_payment_target_m) / ABS(mm_payment_target_m) END AS mmrate_payment_target_m -- 月度回款环比
,T.payment_m / 10000 AS payment_m -- 月度回款达成当期
,T.yy_payment_m / 10000 AS yy_payment_m -- 月度回款达成同期
,CASE WHEN yy_payment_m = 0 THEN 0 ELSE (T.payment_m - yy_payment_m) / yy_payment_m END AS yyrate_payment_m -- 月度回款达成同比
,CASE WHEN yy_payment_m = 0 THEN 0 ELSE (T.payment_m - yy_payment_m) / ABS(yy_payment_m) END AS yyrate_payment_m -- 月度回款达成同比
,T.mm_payment_m / 10000 AS mm_payment_m -- 月度回款达成往期
,CASE WHEN mm_payment_m = 0 THEN 0 ELSE (T.payment_m - mm_payment_m) / mm_payment_m END AS mmrate_payment_m -- 月度回款达成环比
,CASE WHEN mm_payment_m = 0 THEN 0 ELSE (T.payment_m - mm_payment_m) / ABS(mm_payment_m) END AS mmrate_payment_m -- 月度回款达成环比
,CASE WHEN T.payment_target_m = 0 THEN 0 ELSE (T.payment_m / T.payment_target_m) * 100 END AS payment_rate_m -- 月度回款达成率
,CASE WHEN T.yy_payment_target_m = 0 THEN 0 ELSE (T.yy_payment_m / T.yy_payment_target_m) * 100 END AS yy_payment_rate_m -- 月度回款达成率同期
@ -57,16 +57,16 @@ SELECT
,T.payment_target_q / 10000 AS payment_target_q -- 季度回款目标当期
,T.yy_payment_target_q / 10000 AS yy_payment_target_q -- 季度回款目标同期
,CASE WHEN yy_payment_target_q = 0 THEN 0 ELSE (T.payment_target_q - yy_payment_target_q) / yy_payment_target_q END AS yyrate_payment_target_q -- 季度回款目标同比
,CASE WHEN yy_payment_target_q = 0 THEN 0 ELSE (T.payment_target_q - yy_payment_target_q) / ABS(yy_payment_target_q) END AS yyrate_payment_target_q -- 季度回款目标同比
,T.mm_payment_target_q / 10000 AS mm_payment_target_q -- 季度回款目标往期
,CASE WHEN mm_payment_target_q = 0 THEN 0 ELSE (T.payment_target_q - mm_payment_target_q) / mm_payment_target_q END AS mmrate_payment_target_q -- 季度回款目标环比
,CASE WHEN mm_payment_target_q = 0 THEN 0 ELSE (T.payment_target_q - mm_payment_target_q) / ABS(mm_payment_target_q) END AS mmrate_payment_target_q -- 季度回款目标环比
,T.payment_q / 10000 AS payment_q -- 季度回款达成当期
,T.yy_payment_q / 10000 AS yy_payment_q -- 季度回款达成同期
,CASE WHEN yy_payment_q = 0 THEN 0 ELSE (T.payment_q - yy_payment_q) / yy_payment_q END AS yyrate_payment_q -- 季度回款达成同比
,CASE WHEN yy_payment_q = 0 THEN 0 ELSE (T.payment_q - yy_payment_q) / ABS(yy_payment_q) END AS yyrate_payment_q -- 季度回款达成同比
,T.mm_payment_q / 10000 AS mm_payment_q -- 季度回款达成往期
,CASE WHEN mm_payment_q = 0 THEN 0 ELSE (T.payment_q - mm_payment_q) / mm_payment_q END AS mmrate_payment_q -- 季度回款达成同比
,CASE WHEN mm_payment_q = 0 THEN 0 ELSE (T.payment_q - mm_payment_q) / ABS(mm_payment_q) END AS mmrate_payment_q -- 季度回款达成同比
,CASE WHEN T.payment_target_q = 0 THEN 0 ELSE (T.payment_q / T.payment_target_q) * 100 END AS payment_rate_q -- 季度回款达成率
,CASE WHEN T.yy_payment_target_q = 0 THEN 0 ELSE (T.yy_payment_q / T.yy_payment_target_q) * 100 END AS yy_payment_rate_q -- 季度回款达成率同期
@ -81,9 +81,9 @@ SELECT
,T.ship_amt_m / 10000 AS ship_amt_m -- 月度出货达成当期
,T.yy_ship_amt_m / 10000 AS yy_ship_amt_m -- 月度出货达成同期
,CASE WHEN T.yy_ship_amt_m = 0 THEN 0 ELSE (T.ship_amt_m - T.yy_ship_amt_m) / T.yy_ship_amt_m END AS yyrate_ship_amt_m -- 月度出货目标同比
,CASE WHEN T.yy_ship_amt_m = 0 THEN 0 ELSE (T.ship_amt_m - T.yy_ship_amt_m) / ABS(T.yy_ship_amt_m) END AS yyrate_ship_amt_m -- 月度出货目标同比
,T.mm_ship_amt_m / 10000 AS mm_ship_amt_m -- 月度出货达成往期
,CASE WHEN T.mm_ship_amt_m = 0 THEN 0 ELSE (T.ship_amt_m - T.mm_ship_amt_m) / T.mm_ship_amt_m END AS mmrate_ship_amt_m -- 月度出货目标同比
,CASE WHEN T.mm_ship_amt_m = 0 THEN 0 ELSE (T.ship_amt_m - T.mm_ship_amt_m) / ABS(T.mm_ship_amt_m) END AS mmrate_ship_amt_m -- 月度出货目标同比
,CASE WHEN T.ship_amt_target_m = 0 THEN 0 ELSE (T.ship_amt_m / T.ship_amt_target_m) * 100 END AS ship_rate_m -- 月度出货达成率
,CASE WHEN T.yy_ship_amt_target_m = 0 THEN 0 ELSE (T.yy_ship_amt_m / T.yy_ship_amt_target_m) * 100 END AS yy_ship_rate_m -- 月度出货达成率同期
@ -98,9 +98,9 @@ SELECT
,T.ship_amt_q / 10000 AS ship_amt_q -- 季度出货达成当期
,T.yy_ship_amt_q / 10000 AS yy_ship_amt_q -- 季度出货达成同期
,CASE WHEN T.yy_ship_amt_q = 0 THEN 0 ELSE (T.ship_amt_q - T.yy_ship_amt_q) / T.yy_ship_amt_q END AS yyrate_ship_amt_q -- 季度出货目标同比
,CASE WHEN T.yy_ship_amt_q = 0 THEN 0 ELSE (T.ship_amt_q - T.yy_ship_amt_q) / ABS(T.yy_ship_amt_q) END AS yyrate_ship_amt_q -- 季度出货目标同比
,T.mm_ship_amt_q / 10000 AS mm_ship_amt_q -- 季度出货达成往期
,CASE WHEN T.mm_ship_amt_q = 0 THEN 0 ELSE (T.ship_amt_q - T.mm_ship_amt_q) / T.mm_ship_amt_q END AS mmrate_ship_amt_q -- 季度出货目标同比
,CASE WHEN T.mm_ship_amt_q = 0 THEN 0 ELSE (T.ship_amt_q - T.mm_ship_amt_q) / ABS(T.mm_ship_amt_q) END AS mmrate_ship_amt_q -- 季度出货目标同比
,CASE WHEN T.ship_amt_target_q = 0 THEN 0 ELSE (T.ship_amt_q / T.ship_amt_target_q) * 100 END AS ship_rate_q -- 季度出货达成率
,CASE WHEN T.yy_ship_amt_target_q = 0 THEN 0 ELSE (T.yy_ship_amt_q / T.yy_ship_amt_target_q) * 100 END AS yy_ship_rate_q -- 季度出货达成率同期
@ -272,24 +272,30 @@ base_date2 AS(
GROUP BY city_unit_name
)T
)
SELECT
*
FROM
(
SELECT
city_unit_name
, payment_target_m
, payment_m
, ROUND(payment_target_m,4) AS payment_target_m
, ROUND(payment_m,4) AS payment_m
, payment_rate_m
, row_number() OVER (ORDER BY payment_rate_m DESC ) AS rate_m_rk
, payment_target_q
, payment_q
, ROUND(payment_target_q,4) AS payment_target_q
, ROUND(payment_q,4) AS payment_q
, payment_rate_q
, row_number() OVER (ORDER BY payment_rate_q DESC ) AS rate_q_rk
, ship_amt_target_m
, ship_amt_m
, ROUND(ship_amt_target_m,4) AS ship_amt_target_m
, ROUND(ship_amt_m,4) AS ship_amt_m
, ship_rate_m
, ship_amt_target_q
, ship_amt_q
, ROUND(ship_amt_target_q,4) AS ship_amt_target_q
, ROUND(ship_amt_q,4) AS ship_amt_q
, ship_rate_q
FROM base_date2
)T
ORDER BY rate_m_rk
LIMIT 8
;
@ -391,23 +397,30 @@ WITH base_data AS (
GROUP BY city_unit_name
)T
)
SELECT
*
FROM
(
SELECT
city_unit_name
, payment_target_m
, payment_m
, payment_rate_m
, payment_target_q
, payment_q
, ROUND(payment_target_m,4) AS payment_target_m
, ROUND(payment_m,4) AS payment_m
, ROUND(payment_rate_m,4) AS payment_rate_m
, ROUND(payment_target_q,4) ASpayment_target_q
, ROUND(payment_q,4) AS payment_q
, payment_rate_q
, ship_amt_target_m
, ship_amt_m
, ROUND(ship_amt_target_m,4) AS ship_amt_target_m
, ROUND(ship_amt_m,4) AS ship_amt_m
, ship_rate_m
, row_number() OVER (ORDER BY ship_rate_m DESC ) AS rate_m_rk
, ship_amt_target_q
, ship_amt_q
, ROUND(ship_amt_target_q,4) AS ship_amt_target_q
, ROUND(ship_amt_q,4) AS ship_amt_q
, ship_rate_q
, row_number() OVER (ORDER BY ship_rate_q DESC ) AS rate_q_rk
FROM base_date2
)T
ORDER BY rate_m_rk
LIMIT 8
;

14
FineReport/销售主题/看板/首页.sql
View File

@ -559,6 +559,7 @@ where ${switch(sPeriod
-- 经销商库存
-- ======================================
-- 要取时点值
with base_data AS
(
@ -594,17 +595,18 @@ SUM(amt) AS amt -- 库存总量
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') +"'","")}
-- ${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(ENDOFMONTH(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 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') ='"+ FORMAT(sStart_date,'yyyy-MM') +"'","")}
${IF(len(sStart_date) > 0,"AND to_char(stat_date,'yyyy-MM-dd') = '" + FORMAT(DATEINMONTH(sStart_date,1),'yyyy-MM-dd') + "'","")}
-- ${IF(sPeriod=3,"AND to_char(stat_date,'yyyy-MM-dd') <='"+ sEnd_date +"'","")}
-- 日