-- AVAILABLE FILTER VALUE -- Alot of companies do not have {% set custom_one_year_from_date = modules.datetime.datetime.now(modules.pytz.timezone("Asia/Kuala_Lumpur")).date() - modules.datetime.timedelta(365) %} {% set custom_one_year_to_date = modules.datetime.datetime.now(modules.pytz.timezone("Asia/Kuala_Lumpur")).date() %} -- RFM list values defined using percentile from dashboard [SHIPPING] rfm {% set recency_list_lifetime = [120,240,360,480] %} {% set frequency_list_lifetime = [1,2,8,24] %} {% set monetary_list_lifetime = [0.74,3.01,7.87,27.27] %} {% set recency_list_one_year = [120,240,360,480] %} {% set frequency_list_one_year = [1,2,7,16] %} {% set monetary_list_one_year = [0.76,3.00,7.36,22.80] %} -- IMPORT WITH origin_warehouse_shipping_packing_lists AS ( SELECT * FROM {{ ref('fct_shipping__origin_warehouse_shipping_packing_lists') }} ), companies AS ( SELECT * FROM {{ ref('dim_shipping__companies') }} ), -- LOGIC company_shipping_order_one_year AS( SELECT origin_warehouse_shipping_packing_lists.sub_company_id, companies.sub_company_marking_id, COUNT(origin_warehouse_shipping_packing_lists.origin_warehouse_shipping_packing_list_id) AS number_of_packing_list_one_year, MAX(origin_warehouse_shipping_packing_lists.origin_warehouse_shipping_order_created_datetime) AS last_packing_list_created_datetime_one_year, DATEDIFF(day, last_packing_list_created_datetime_one_year, CURRENT_DATE()) AS day_after_last_packing_list_one_year, SUM(origin_warehouse_shipping_packing_lists.total_package_cbm) AS total_package_cbm_one_year FROM origin_warehouse_shipping_packing_lists LEFT JOIN companies ON (origin_warehouse_shipping_packing_lists.sub_company_id = companies.sub_company_id) WHERE origin_warehouse_shipping_order_status IN ('COMPLETED','APPROVED') AND origin_warehouse_shipping_order_created_datetime >= '{{ custom_one_year_from_date }}' AND origin_warehouse_shipping_order_created_datetime < '{{ custom_one_year_to_date }}' GROUP BY origin_warehouse_shipping_packing_lists.sub_company_id, companies.sub_company_marking_id ), company_rfm AS ( SELECT origin_warehouse_shipping_packing_lists.sub_company_id, companies.sub_company_marking_id, MAX(origin_warehouse_shipping_packing_lists.origin_warehouse_shipping_order_created_datetime) AS last_packing_list_created_datetime, DATEDIFF(day, last_packing_list_created_datetime, CURRENT_DATE() ) AS day_after_last_packing_list_lifetime, MAX(company_shipping_order_one_year.day_after_last_packing_list_one_year) AS day_after_last_packing_list_one_year, COUNT(origin_warehouse_shipping_packing_lists.origin_warehouse_shipping_packing_list_id) AS number_of_packing_list_lifetime, MAX(company_shipping_order_one_year.number_of_packing_list_one_year) AS number_of_packing_list_one_year, SUM(origin_warehouse_shipping_packing_lists.total_package_cbm) AS total_package_cbm_lifetime, MAX(company_shipping_order_one_year.total_package_cbm_one_year) AS total_package_cbm_one_year FROM origin_warehouse_shipping_packing_lists LEFT JOIN company_shipping_order_one_year ON (origin_warehouse_shipping_packing_lists.sub_company_id = company_shipping_order_one_year.sub_company_id) LEFT JOIN companies ON (origin_warehouse_shipping_packing_lists.sub_company_id = companies.sub_company_id) WHERE origin_warehouse_shipping_packing_lists.origin_warehouse_shipping_order_status IN ('COMPLETED','APPROVED') GROUP BY origin_warehouse_shipping_packing_lists.sub_company_id, companies.sub_company_marking_id ), calculate_rfm AS ( SELECT *, CASE WHEN day_after_last_packing_list_lifetime <= {{recency_list_lifetime[0]}} THEN 5 WHEN (day_after_last_packing_list_lifetime > {{recency_list_lifetime[0]}} AND day_after_last_packing_list_lifetime <= {{recency_list_lifetime[1]}}) THEN 4 WHEN (day_after_last_packing_list_lifetime > {{recency_list_lifetime[1]}} AND day_after_last_packing_list_lifetime <= {{recency_list_lifetime[2]}}) THEN 3 WHEN (day_after_last_packing_list_lifetime > {{recency_list_lifetime[2]}} AND day_after_last_packing_list_lifetime <= {{recency_list_lifetime[3]}}) THEN 2 WHEN day_after_last_packing_list_lifetime > {{recency_list_lifetime[3]}} THEN 1 ELSE -999 END AS r_score_lifetime, CASE WHEN number_of_packing_list_lifetime <= {{frequency_list_lifetime[0]}} THEN 1 WHEN (number_of_packing_list_lifetime > {{frequency_list_lifetime[0]}} AND number_of_packing_list_lifetime <= {{frequency_list_lifetime[1]}}) THEN 2 WHEN (number_of_packing_list_lifetime > {{frequency_list_lifetime[1]}} AND number_of_packing_list_lifetime <= {{frequency_list_lifetime[2]}}) THEN 3 WHEN (number_of_packing_list_lifetime > {{frequency_list_lifetime[2]}} AND number_of_packing_list_lifetime <= {{frequency_list_lifetime[3]}}) THEN 4 WHEN number_of_packing_list_lifetime > {{frequency_list_lifetime[3]}} THEN 5 ELSE -999 END AS f_score_lifetime, CASE WHEN total_package_cbm_lifetime <= {{monetary_list_lifetime[0]}} THEN 1 WHEN (total_package_cbm_lifetime > {{monetary_list_lifetime[0]}} AND total_package_cbm_lifetime <= {{monetary_list_lifetime[1]}}) THEN 2 WHEN (total_package_cbm_lifetime > {{monetary_list_lifetime[1]}} AND total_package_cbm_lifetime <= {{monetary_list_lifetime[2]}}) THEN 3 WHEN (total_package_cbm_lifetime > {{monetary_list_lifetime[2]}} AND total_package_cbm_lifetime <= {{monetary_list_lifetime[3]}}) THEN 4 WHEN total_package_cbm_lifetime > {{monetary_list_lifetime[3]}} THEN 5 ELSE -999 END AS m_score_lifetime, CASE WHEN (r_score_lifetime = 5) AND (f_score_lifetime = 5) AND (m_score_lifetime = 5) THEN '1_King' WHEN (r_score_lifetime BETWEEN 2 AND 3) AND (f_score_lifetime = 1) AND (m_score_lifetime = 1) THEN '10_At Cheap Risk' WHEN (r_score_lifetime = 1) AND (f_score_lifetime = 1) AND (m_score_lifetime = 1) THEN '13_Cheap Lost' WHEN (r_score_lifetime BETWEEN 4 AND 5) AND (f_score_lifetime BETWEEN 1 AND 2) AND (m_score_lifetime BETWEEN 4 AND 5) THEN '4_Whale' WHEN (r_score_lifetime BETWEEN 4 AND 5) AND (f_score_lifetime BETWEEN 4 AND 5) AND (m_score_lifetime BETWEEN 1 AND 2) THEN '3_Sardine' WHEN (r_score_lifetime BETWEEN 4 AND 5) AND (f_score_lifetime BETWEEN 3 AND 5) AND (m_score_lifetime BETWEEN 3 AND 5) THEN '2_Loyal Customer' WHEN (r_score_lifetime BETWEEN 4 AND 5) AND (f_score_lifetime BETWEEN 2 AND 5) AND (m_score_lifetime BETWEEN 2 AND 5) THEN '5_Potention Loyal' WHEN (r_score_lifetime = 5) AND (f_score_lifetime = 1) AND (m_score_lifetime BETWEEN 1 AND 2) THEN '7_New Customer' WHEN (r_score_lifetime BETWEEN 2 AND 3) AND (f_score_lifetime BETWEEN 4 AND 5) AND (m_score_lifetime BETWEEN 4 AND 5) THEN '8_At High Risk' WHEN (r_score_lifetime BETWEEN 2 AND 3) AND (f_score_lifetime BETWEEN 1 AND 5) AND (m_score_lifetime BETWEEN 1 AND 5) THEN '9_At Risk' WHEN (r_score_lifetime BETWEEN 2 AND 3) AND (f_score_lifetime = 1) AND (m_score_lifetime BETWEEN 1 AND 2) THEN '9_At Risk' WHEN (r_score_lifetime BETWEEN 2 AND 3) AND (f_score_lifetime BETWEEN 1 AND 2) AND (m_score_lifetime = 1) THEN '9_At Risk' WHEN (r_score_lifetime = 1) AND (f_score_lifetime BETWEEN 4 AND 5) AND (m_score_lifetime BETWEEN 1 AND 5) THEN '11_Cant Lose Them' WHEN (r_score_lifetime = 1) AND (f_score_lifetime BETWEEN 1 AND 5) AND (m_score_lifetime BETWEEN 4 AND 5) THEN '11_Cant Lose Them' WHEN (r_score_lifetime = 1) AND (f_score_lifetime BETWEEN 3 AND 5) AND (m_score_lifetime BETWEEN 3 AND 5) THEN '11_Cant Lose Them' WHEN (r_score_lifetime = 1) AND (f_score_lifetime BETWEEN 1 AND 3) AND (m_score_lifetime BETWEEN 1 AND 3) THEN '12_Lost' WHEN (r_score_lifetime BETWEEN 4 AND 5) AND (f_score_lifetime = 1) AND (m_score_lifetime BETWEEN 1 AND 3) THEN '6_Normal Customer' WHEN (r_score_lifetime BETWEEN 4 AND 5) AND (f_score_lifetime BETWEEN 1 AND 3) AND (m_score_lifetime = 1) THEN '6_Normal Customer' ELSE 'ERROR Please Contact DATA Team' END AS segment_lifetime, CASE WHEN day_after_last_packing_list_one_year IS NULL THEN NULL WHEN day_after_last_packing_list_one_year <= {{recency_list_one_year[0]}} THEN 5 WHEN (day_after_last_packing_list_one_year > {{recency_list_one_year[0]}} AND day_after_last_packing_list_one_year <= {{recency_list_one_year[1]}}) THEN 4 WHEN (day_after_last_packing_list_one_year > {{recency_list_one_year[1]}} AND day_after_last_packing_list_one_year <= {{recency_list_one_year[2]}}) THEN 3 WHEN (day_after_last_packing_list_one_year > {{recency_list_one_year[2]}} AND day_after_last_packing_list_one_year <= {{recency_list_one_year[3]}}) THEN 2 WHEN day_after_last_packing_list_one_year > {{recency_list_one_year[3]}} THEN 1 ELSE -999 END AS r_score_one_year, CASE WHEN number_of_packing_list_one_year IS NULL THEN NULL WHEN number_of_packing_list_one_year <= {{frequency_list_one_year[0]}} THEN 1 WHEN (number_of_packing_list_one_year > {{frequency_list_one_year[0]}} AND number_of_packing_list_one_year <= {{frequency_list_one_year[1]}}) THEN 2 WHEN (number_of_packing_list_one_year > {{frequency_list_one_year[1]}} AND number_of_packing_list_one_year <= {{frequency_list_one_year[2]}}) THEN 3 WHEN (number_of_packing_list_one_year > {{frequency_list_one_year[2]}} AND number_of_packing_list_one_year <= {{frequency_list_one_year[3]}}) THEN 4 WHEN number_of_packing_list_one_year > {{frequency_list_one_year[3]}} THEN 5 ELSE -999 END AS f_score_one_year, CASE WHEN total_package_cbm_one_year IS NULL THEN NULL WHEN total_package_cbm_one_year <= {{monetary_list_one_year[0]}} THEN 1 WHEN (total_package_cbm_one_year > {{monetary_list_one_year[0]}} AND total_package_cbm_one_year <= {{monetary_list_one_year[1]}}) THEN 2 WHEN (total_package_cbm_one_year > {{monetary_list_one_year[1]}} AND total_package_cbm_one_year <= {{monetary_list_one_year[2]}}) THEN 3 WHEN (total_package_cbm_one_year > {{monetary_list_one_year[2]}} AND total_package_cbm_one_year <= {{monetary_list_one_year[3]}}) THEN 4 WHEN total_package_cbm_one_year > {{monetary_list_one_year[3]}} THEN 5 ELSE -999 END AS m_score_one_year, CASE WHEN (r_score_one_year IS NULL) AND (f_score_one_year IS NULL) AND (m_score_one_year IS NULL) THEN '14_Not Active Between 1 year' WHEN (r_score_one_year = 5) AND (f_score_one_year = 5) AND (m_score_one_year = 5) THEN '1_King' WHEN (r_score_one_year BETWEEN 2 AND 3) AND (f_score_one_year = 1) AND (m_score_one_year = 1) THEN '10_At Cheap Risk' WHEN (r_score_one_year = 1) AND (f_score_one_year = 1) AND (m_score_one_year = 1) THEN '13_Cheap Lost' WHEN (r_score_one_year BETWEEN 4 AND 5) AND (f_score_one_year BETWEEN 1 AND 2) AND (m_score_one_year BETWEEN 4 AND 5) THEN '4_Whale' WHEN (r_score_one_year BETWEEN 4 AND 5) AND (f_score_one_year BETWEEN 4 AND 5) AND (m_score_one_year BETWEEN 1 AND 2) THEN '3_Sardine' WHEN (r_score_one_year BETWEEN 4 AND 5) AND (f_score_one_year BETWEEN 3 AND 5) AND (m_score_one_year BETWEEN 3 AND 5) THEN '2_Loyal Customer' WHEN (r_score_one_year BETWEEN 4 AND 5) AND (f_score_one_year BETWEEN 2 AND 5) AND (m_score_one_year BETWEEN 2 AND 5) THEN '5_Potention Loyal' WHEN (r_score_one_year = 5) AND (f_score_one_year = 1) AND (m_score_one_year BETWEEN 1 AND 2) THEN '7_New Customer' WHEN (r_score_one_year BETWEEN 2 AND 3) AND (f_score_one_year BETWEEN 4 AND 5) AND (m_score_one_year BETWEEN 4 AND 5) THEN '8_At High Risk' WHEN (r_score_one_year BETWEEN 2 AND 3) AND (f_score_one_year BETWEEN 1 AND 5) AND (m_score_one_year BETWEEN 1 AND 5) THEN '9_At Risk' WHEN (r_score_one_year BETWEEN 2 AND 3) AND (f_score_one_year = 1) AND (m_score_one_year BETWEEN 1 AND 2) THEN '9_At Risk' WHEN (r_score_one_year BETWEEN 2 AND 3) AND (f_score_one_year BETWEEN 1 AND 2) AND (m_score_one_year = 1) THEN '9_At Risk' WHEN (r_score_one_year = 1) AND (f_score_one_year BETWEEN 4 AND 5) AND (m_score_one_year BETWEEN 1 AND 5) THEN '11_Cant Lose Them' WHEN (r_score_one_year = 1) AND (f_score_one_year BETWEEN 1 AND 5) AND (m_score_one_year BETWEEN 4 AND 5) THEN '11_Cant Lose Them' WHEN (r_score_one_year = 1) AND (f_score_one_year BETWEEN 3 AND 5) AND (m_score_one_year BETWEEN 3 AND 5) THEN '11_Cant Lose Them' WHEN (r_score_one_year = 1) AND (f_score_one_year BETWEEN 1 AND 3) AND (m_score_one_year BETWEEN 1 AND 3) THEN '12_Lost' WHEN (r_score_one_year BETWEEN 4 AND 5) AND (f_score_one_year = 1) AND (m_score_one_year BETWEEN 1 AND 3) THEN '6_Normal Customer' WHEN (r_score_one_year BETWEEN 4 AND 5) AND (f_score_one_year BETWEEN 1 AND 3) AND (m_score_one_year = 1) THEN '6_Normal Customer' ELSE 'ERROR Please Contact DATA Team' END AS segment_one_year, '{{ modules.datetime.datetime.now(modules.pytz.timezone("Asia/Kuala_Lumpur")) }}' AS _dbt_ran_datetime FROM company_rfm ), -- FINAL final__rep_shipping__rfm AS ( SELECT -- ids sub_company_id, sub_company_marking_id, -- dimensions segment_lifetime, segment_one_year, -- measures day_after_last_packing_list_lifetime, number_of_packing_list_lifetime, total_package_cbm_lifetime, r_score_lifetime, f_score_lifetime, m_score_lifetime, day_after_last_packing_list_one_year, number_of_packing_list_one_year, total_package_cbm_one_year, r_score_one_year, f_score_one_year, m_score_one_year, -- date/times last_packing_list_created_datetime, -- metadata _dbt_ran_datetime FROM calculate_rfm ) SELECT * FROM final__rep_shipping__rfm