Hey Ryan, hope your morning is going well. Would you be ok if I missed the Data Schema work session meeting today at 11? Not feeling the best and trying to get into urgent care this morning
*Thread Reply:* --
--Update LawRuler Status Report Table for Generate-Fin-Log Lambda to import into FinLog table
UPDATE rawstatusreport SET currentstatus = 'Signed e-Sign Case Review - Phone Transfer' WHERE currentstatus LIKE '%Case Review - Phone Transfer%';
UPDATE rawstatusreport SET currentstatus = 'Signed e-Sign Case Review - Email Transfer' WHERE currentstatus LIKE '%Case Review - Email Transfer%';
UPDATE rawstatusreport SET currentstatus = 'Signed e-Sign Case Review - Firm Rejected' WHERE currentstatus LIKE '%Case Review - Firm Rejected%';
UPDATE rawstatusreport SET currentstatus = 'Signed e-Sign Case Review - Firm Rejected' WHERE currentstatus = 'Signed e-Sign - Declined by Firm';
UPDATE rawstatusreport SET currentstatus = 'Signed e-Sign Case Review - Retainer Signed' WHERE currentstatus LIKE '%Case Review - Retainer Signed%';
UPDATE rawstatusreport SET currentstatus = 'Signed e-Sign Secondary Interview - Final' WHERE currentstatus = 'Secondary Interview - Final' AND date_inserted >= '2024-01-01%';
--Update Log Table Back to Only Case Reviews Naming convention
UPDATE financiallog SET currentstatus = 'Case Review - Phone Transfer' WHERE current_status = 'Signed e-Sign Case Review - Phone Transfer';
UPDATE financiallog SET currentstatus = 'Case Review - Email Transfer' WHERE current_status = 'Signed e-Sign Case Review - Email Transfer';
--UPDATE financiallog --SET currentstatus = 'Case Review - Email Transfer' --WHERE current_status = 'Signed e-Sign Case Review - Transfer';
UPDATE financiallog SET currentstatus = 'Case Review - Firm Rejected' WHERE current_status = 'Signed e-Sign Case Review - Firm Rejected';
UPDATE financiallog SET currentstatus = 'Case Review - Firm Rejected' WHERE current_status = 'Signed e-Sign - Declined by Firm';
UPDATE financiallog SET currentstatus = 'Case Review - Retainer Signed' WHERE current_status = 'Signed e-Sign Case Review - Retainer Signed';
UPDATE financiallog SET currentstatus = 'Secondary Interview - Final' WHERE current_status = 'Signed e-Sign Secondary Interview - Final';
Confirmed that Quint pushed the code, so when the new report shows up at 12pm, just run finloggenerate lambda and check dashboard for Case Reviews and Secondary Interviews dated 1/8/2023, with their nornal status name! :-)
Ok sounds good! I’ll ping you when it comes through and taken care of
Will be sooo nice to not have this routine, and have Mike schedule the Lambda to run a second time. Which hell, maybe we run it a third, like at 4PM PT. We'll figure that out on Wednesday.
How you coming on SL December cost per worked leads?
I almost have them finished. The update SQL has just been taking a long time to run.
ran it earlier and it was still going after 20 minutes, so canceledthe query and running again now
Ok, lets tackled tomorrow or Wednesday once done.
I should have it done by our meeting tomorrow at 11
FYI, reviewing the dashboard, we match now but December and November are not matching a bit....Nov SL is missing Salon Professional Care Dicello for example. Mind cleaning up tomorrow after moring routines?
Thank you. I’m sure we have some old messes from LawRuler and these new statuses to clean up.
Also, spoke to Tony, Damon, Brittany, Greg, Andy and Cameron. New tweak to reporting reconciliation process, before they send to Cam or Andy the reports, Brittany or Greg Owen will let you know they need reconciliation before they send them to the bosses. Avoiding frustration, so if Mondays become too much reconcile and financial tasks, let me know so we can push development fun-stuff to more in the week.
Ok that sounds like a much better process! Usually Mondays are a little bit lighter on the financial side since not much happens on Sunday but I’ll let you know if it gets to be too much
is it ok if we push the lookerDev meeting to another day? Could just really use that time to work on a couple of other items
Can you look into why the Lambda TIP Slack Alerts is not firing camp lejeune? Looking in CloudWatch for the Function here:
Look for the Camp Lejeune sign ups first name, last name and lp lead id in the logs from the TIP Fin dash > Billable Leads filtering on Camp Lejeunes
-- GET ROWS SELECT DISTINCT signeddate, currentassignee, --Paraquat Column ((SELECT COUNT(typeofcase) FROM public.financiallog WHERE typeofcase = 'Paraquat - Dicello Filing Project' AND signeddate BETWEEN '2024-01-09' AND '2024-01-09')) AS ParaquatCasefileInterview FROM public.financiallog WHERE signeddate BETWEEN '2024-01-09' AND '2024-01-09' GROUP BY signeddate, currentassignee, ParaquatCasefileInterview
@Luke Fontaine, lets meet real quick for some morning numbers stuff real quick
LawRuler did not send the scheduled or manual status report I scheduled 14 minutes ago, let me tell TIP and see what up
Do you want me to run the genfinancial lambda?
@Luke Fontaine, what is the TIP December Cost Per Leads status?
If you want me to get it finished before I have to review with Cameron at 9AM tomorrow, send me your sheet and let me know where you are...
@Ryan I have the CPL's done, did the insert and update SQL, the only thing I don't recall and could use some help on is the TIP Worked Leads https://docs.google.com/spreadsheets/d/1VMlPlbMvStMda6W1W-EojPQLbiXQawBJ-RM14l2cF3M/edit#gid=0
I'm looking at the m-shield orders table after camerons concern about the "paid revenue left to spend" not being correct I think it might be swapped with the "revenue spent" column
I don't see those columns in pgadmin, it looks like they were created with the joint of the table that's used, do you know how I'd go back and find those specific columns to look at their properties?
To join the video meeting, click this link: https://meet.google.com/ipt-swmb-qfd
Otherwise, to join by phone, dial
For Cost Per Sold Leads for TIP, woke up early and reviewed:
- Lime green cells are the ones I updated a. Take Intuit, enter 4 into Cost col. K, formulate 4 ** X number of leads in col. I, for col K
- Deleted rows w/o sold leads and 0 CPSL, don't update or insert 0 cost rows, fixed
- Birth Injury is a NEW one to INSERT into 12-23 and 1-24 (it was never a Contract before December, always a Lead buyer, so no leads went to call center until now)
- Once sheet is ready, paste column C into the SQL INSERT sheet tab, and then column K (ensure they align)
- Run UPDATE SQL for 12-1-23
- Run INSERT SQL for 1-1-24
- Visually validate casetypecccosts for 12-1-23 & 1-1-24 are correctly updated
- Get Dec Sheets total expenses (including the Intui manual 4 and total fees) and compare to Combined Call Center Costs tab on SL Master fin dash, must be within a few hundred of each other to "match" a. Example Post in Slack: After Inuit Adjustment to $4.00, the adjusted Dec '23 call center costs are $256,865.91 versus the TIP Invoices By Month total of $486,509.34. The Shield dash Call Center Costs tab is reconciled at $256,902.32. December 2023 month is closed.
Thank you for this feedback, it helps clear a couple items up, and next month will go smoother
You bet, it is really an analysis each time with routine math, so you kinda have to reconcile to the end before you know if it's accurate, but that new ratio column will be very helpful on the Combined Call Center Costs table.
I think we need to figure out with the TIP agents how to better report when statuses are changing/transfers, and dealing with the new LSA campaigns. They've been changing so much this week I can't keep up with them
Let’s discus next week. The new ACTS tend to be a problem but will settle down.
I’m driving on a frozen highway with 4° outside, do you have time to work on some of those order adjustments?
I’m not going to be by my computer until later tonight, but I can absolutely make them a priority and get those done tomorrow
Hey I wanted to give you a quick update I was excited about with the 2x agent payroll status. It was really helpful to have some quiet time to dig deeper into, I realized we were transforming the column name of typeofcase and instead needed to create a new column that was based off of the record count of the string in the previous column. This is my current working script
```ALTER TABLE public.financial_log ADD COLUMN ParaquatCasefileInterview INTEGER; ADD COLUMN CLJForm95 INTEGER; ADD COLUMN IntuitFinal INTEGER; ADD COLUMN eSignFinals INTEGER;
UPDATE public.financiallog SET ParaquatCasefileInterview = ( SELECT COUNT(**) FROM public.financiallog AS fl2 WHERE fl2.currentassignee = public.financiallog.currentassignee AND fl2.typeof_case = 'Paraquat - Dicello Filing Project' ),
SET CLJForm95 = ( SELECT COUNT(**) FROM public.financiallog AS fl2 WHERE fl2.currentassignee = public.financiallog.currentassignee AND fl2.typeofcase = 'Camp Lejeune Intake - Dicello - Form 95 2024' ),
SET IntuitFinal = ( SELECT COUNT(**) FROM public.financiallog AS fl2 WHERE fl2.currentassignee = public.financiallog.currentassignee AND fl2.typeofcase = 'Intuit' ),
SET eSignFinals = ( SELECT COUNT(**) FROM public.financiallog AS fl2 WHERE fl2.currentassignee = public.financiallog.currentassignee AND fl2.typeofcase NOT LIKE '%Intuit%' );```
still testing it, and going to build out the table based off of it
Nice. Explain that alter table command to me, I’m not aware of it.
that's the command that allows us to insert the columns we need to do each case type count individually
And it’s done not at the full-time part of the table, it’s done only in that SQL, correct
I'm not completely sure about that, I'm going to run it in a staged environment just in case to prevent unwanted updates to happen
Yeah, cause I think in sequel you should be able to produce a column with the as statement, and then, in that as statement you have to produce the count value with the warehouse filtering it, if we have to wind up, altering a table, it be better to write a view
@Luke Fontaine, see here:
To create new columns in a SQL output with specific aggregations across subqueries on a single table, you can use the SELECT statement along with subqueries and aggregate functions. Here's a general example:
Assuming you have a table named your_table and you want to create new columns based on aggregations, you can structure your query like this:
SELECT
(SELECT COUNT(**) FROM your_table WHERE condition1) AS count_condition1,
(SELECT AVG(column_name) FROM your_table WHERE condition2) AS avg_condition2,
(SELECT MAX(column_name) FROM your_table WHERE condition3) AS max_condition3
FROM
your_table;
Replace your_table with the actual name of your table, and adjust condition1, condition2, condition3, and column_name based on your specific requirements.
In this example:
count_condition1represents the count of rows meetingcondition1.avg_condition2represents the average ofcolumn_namefor rows meetingcondition2.max_condition3represents the maximum value ofcolumn_namefor rows meetingcondition3.
You can customize the subqueries and aggregations based on your specific needs. Keep in mind that the subqueries should return a single value for each column in the main query's result set.
Then you can turn that query above from Chadd GTP, into a view, and then that view becomes the dashboard
If your method altered the table, that would not be the desired solution, it’s better to build a view table, makes sense @Luke Fontaine
Yes that makes sense, thanks for the feedback and looking forward to exploring it more!
Yeah, Altering table could break the lambda GenFinLog, so using that ChatGPT recommendation I think is the way to go if Alter Table is a "permanennt" change function.
Confirming @Luke Fontaine, yea, do not use Alter Table, that will cause a mess. From ChatGPT
Once you execute an ALTER TABLE statement, the changes become a permanent part of the table's structure. It's important to note that some alterations may require the table to be temporarily locked, especially if they involve significant changes to the data or the table's structure.
SQL statement ready for review
SELECT signed_date,
current_assignee,
type_of_case,
SUM(CASE WHEN POSITION('Paraquat - Dicello Filing Project' IN type_of_case)>0 THEN 1 ELSE 0 END) AS ParaquatCasefileInterview,
SUM(CASE WHEN POSITION('Camp Lejeune Intake - Dicello - Form 95 2024' IN type_of_case)>0 THEN 1 ELSE 0 END) AS CLJForm95,
SUM(CASE WHEN POSITION('Intuit' IN type_of_case)>0 THEN 1 ELSE 0 END) AS IntuitFinal
FROM public.financial_log
WHERE signed_date BETWEEN '2024-01-01' AND '2024-01-16'
AND (POSITION('Paraquat - Dicello Filing Project' IN type_of_case)>0
OR POSITION('Camp Lejeune Intake - Dicello - Form 95 2024' IN type_of_case)>0
OR POSITION('Intuit' IN type_of_case)>0)
GROUP BY signed_date, current_assignee, type_of_case
From my first scan, it looks on track I’m pretty promising, have you run it yet and get the results that you think validated against the spreadsheet spec?
I have ran it, and it does look like it does look like it's accurate
Can you show me a snapshot of the table here? I’m on the go.
*Thread Reply:* I did a date range from the beginning of the month until yesterday, it was a little easier to look at
*Thread Reply:* I think you should do a single week, the report is designed to be a weekly or biweekly report
*Thread Reply:* And then does this Google sheet spec report actually have the case type as a row on into it, I think it’s the case types are all columns
*Thread Reply:* It's all columns in the spec, where it's in the row and columns of the SQL table, but that can easily be changed especially within the visual table
*Thread Reply:* Send me a snapshot of the Google sheet please
*Thread Reply:* The one that we based this sql on
*Thread Reply:* Yes, look how we do not have rose as a case type, and so if you were to target it for a single day, where you saw only the one agent with one row per day, then your sequel will mimic a single day.
*Thread Reply:* If your sequel does that, your time to build a dashboard is minutes
*Thread Reply:* I tried to hide the typeofcase earlier but it kept breaking the script, will try again and add a distinct function to the current_assignee.
Quint said that he updated the landed to run on those times, can you just check the logs and see if you can tell it’s running versus your manual run?
Wait to 3:15 PM PT to check again before you run yours at 3:15 and please let me know
it looks like the lambda didn't auto run, manually running it now
I’m on the go today with my mother, so please make sure the numbers are as accurate, I won’t be available to double check beyond looking at your post
absolutely, I should be finished within the next 20 minutes or so
I finished the TIP agent sign up dash, made it for a rolling one week update, to show all sign ups. The only thing from the spec I'm unsure about is where the numbers from the "Quota Contracts" comes from
I'll review the TIP Agent Payroll report today FYI
@Luke Fontaine, quick Agent Payroll Report update... https://meet.google.com/upj-kbtg-dvw
@Ryan hey, I know you're busy but do you have a few moments? I'm having issues with some of the lambdas
hey I wanted to follow up with you on the 2xAgent Payroll Status Report I was able to work out the status issues, applied your recommendations, and I think we're ready with the final draft if you want to take a look
*Thread Reply:* Excellent. I'll check it out ASAP.
what the name of the dashboard cameron uses for adjustments?
Adjustments 4.0, but it’s exactly the do not touch table that he sees
I was going to see if I needed to refresh it for him
@Ryan good morning. I've been running the cal-performance lambda but I keep getting an error code, I've tried a couple of fixes but they haven't seem to work, I'm now seeing this error message. I think one of the DTypes in the python script might have the wrong type of characteristic, but that's also something I'm not sure how to adjust
Let me look, but have to run to drop off kid at school in 15
Hey Ryan, I wanted to give a heads up, I have a personal matter that's come up that's going to need my attention tomorrow morning, I'm not going to be able to make it to the looker Dev meeting tomorrow, I'm finishing up the board though so it'll be available for review. I'm hoping to have things wrapped up by the Dev team meeting, but worst case I might have to miss that one too. I'll still have financials completed in the morning, and respond to any messages by the afternoon
@Ryan Sorry I hate to ask but would you be able to do financials this morning? I got up even earlier to do them but with the issues with the lambda, I was trying some troubleshooting this morning but it looks like it would be more of a fix than what I can do, I'm going to run out of time this morning
Yeah, there's a deeper issue with the lambda
I wonder if Mark is also having issues, he usually post manuals before 7:30
When it rains it pours, Lawrules down at the moment so I can't pull the decline report, I'll check back in on it later today to see if it's up and running again
maybe that's why the lambdas not functioning properly, Lawruler was down earlier this morning too
@Luke Fontaine, updated Validate SQL adding spend and leads:
SELECT "contractName", "customerName", "verticalName","adPlatform",ROUND(SUM("Spent")) AS MediaSpend,SUM("Count") AS Leads ,SUM("signedCount") as Signed_Contracts, (SUM("totalRevenue")/SUM("signedCount")) AS RPL_Valid,SUM("totalRevenue") as TotalRevenue
FROM public.donottouch
WHERE "signedCount" <> '0'
GROUP BY "contractName","customerName","verticalName","adPlatform"
ORDER BY "contractName" ASC
Payroll
Payroll-Allocated
Sales Commissions
Rewards
TOTAL SALARIES
OTHER PERSONNEL EXPENSES
Payroll Taxes
Payroll Employee Insurance
Payroll Processing
Employment Services
TOTAL OTHER PERSONNEL EXPENSES
TOTAL PERSONNEL EXPENSES
OCCUPANCY EXPENSES
Office Rent
Telephone/Internet
Utility Expense
TOTAL OCCUPANCY EXPENSES
TRAVEL EXPENSES
Travel and Lodging
Meals & Entertainment
Meals & Entertainment-Staff
TOTAL TRAVEL EXPENSES
TECHNOLOGY EXPENSES
Computers Maintenance
Computers - Hosting
Computers - Programming
Computers-Website Development
Computers-Systems Integration
TOTAL TECHNOLOGY EXPENSES
OFFICE EXPENSE
Office Supplies
Dues & Subscriptions
TOTAL OFFICE EXPENSE
PROFESSIONAL SERVICES
Legal
Consulting
Sales Consulting
TOTAL PROFESSIONAL SERVICES
OTHER G&A EXPENSES
Credit Card Fees
TOTAL OTHER G&A EXPENSES
TOTAL GENERAL & ADMINISTRATIVE EXPENSE
TAXES/LICENSES/PERMITS
Licenses - General
TOTAL TAXES/LICENSES/PERMITS
ADVERTISING
Advertising:Agency Accounts
Advertising:Facebook
Advertising:Google
Advertising-Other Social Media
Marketing- Video Marketing
Marketing & Advertising & Promotion
TOTAL ADVERTISING
MEDIA BUYING
Media Buying Fees
Media Commission
TOTAL MEDIA BUYING
TOTAL ADVERTISING AND MARKETING
TOTAL OPERATING EXPENSE
--Update Camp Lejeune - Form 95 - Dicello UPDATE public.financiallog SET contractrevenue = '100', agentcommission = '30', grossrevenue = contractrevenue + talktimerevenue, netrevenue = contractrevenue + talktimerevenue, talktimeexpense = '0' WHERE typeofcase LIKE '%95%' AND signeddate >= '2024-01-01';
--Update Intuit UPDATE public.financiallog SET grossrevenue = contractrevenue + talktimerevenue, netrevenue = contractrevenue + talktimerevenue WHERE typeofcase LIKE '%Intuit%' AND signeddate >= '2024-02-01';
Need Total Operating Expense from Deb, Need confirmation of counting or excluding Case Reviews for Shield driven Director Commissions for TIP @Luke Fontaine, then we can close month.
TIP Worked Leads SQL:
SELECT fl.parent_case_type, COUNT(rs.lr_lead_id)
FROM financial_log fl
JOIN raw_status_report rs
ON fl.lr_lead_id = rs.lr_lead_id
WHERE fl.signed_date BETWEEN '2024-01-01' AND '2024-01-31'
AND lead_source LIKE '%Shield%'
GROUP BY fl.parent_case_type
```SELECT ** FROM public.financiallog WHERE typeofcase = 'Auto Accidents LSA - ACTS - ACTS - Shield Legal' ORDER BY signeddate DESC
UPDATE public.financiallog SET typeofcase = 'Auto Accidents - ACTS - SIL - ACTS' ,casetyperetainercode = 'Auto Accidents' ,parentcasetype = 'Auto Accidents' ,client = 'ACTS' ,cocounsel = 'SIL' ,leadsource = 'ACTS' WHERE typeofcase = 'Auto Accidents LSA - ACTS - ACTS - Shield Legal';
-- --Check after SELECT ** FROM public.financiallog WHERE typeofcase = 'Auto Accidents - ACTS - SIL - ACTS' ORDER BY signeddate DESC;```
Please make sure tipfinlog table S1 fields are updated, I checked a bit ago and saw a few blanks ones. Now that MB's have their TIP Signed Contracts as a page in their dash, that has to be done or their leads won't line up with their aggregated Shield numbers we do manually each day @Luke Fontaine.
I just fixed an issue from a typo I made on MB on Sunday for Saturday. :facepalm::skintone_4: on myself
But I have to look at another issue from a few weeks back in a bit
The ones that were missing the S1's were they 2/11/24 sign ups? I update any blank S1's every morning
Can you audit the table and make sure we add them to who we gave them to in SL dash? Just make sure we don't have blank ones
Hey Ryan, I did the audit of 2/11/24 leads, all of their S1's matched up, I did see the blank lead you were talking about. The weird thing about that one is I recall entering it I entered in the slack channel too, but it didn't look like that one saved and connected to the TIP dash. I'll keep an eye on it though incase if I forgot to save that one or if it's a connection issue
Hmmmm. Lets keep an eye on those S1s, but thanks for cleaning up.
```/** Welcome to your first dbt model! Did you know that you can also configure models directly within SQL files? This will override configurations stated in dbt_project.yml
Try changing "table" to "view" below
**/ {{ config(materialized="table") }}
with source_data as (
select 1 as id
union all
select null as id
)
select ** from source_data
/**
Uncomment the line below to remove records with null `id` values
**/ -- where id is not null```
@Ryan do you know who Jasmine Taylor or Takeesha Toussaint are? Looking at the flatirons those ones don't look like they're counted, I'm assuming that theyre for training, or for an outside source but wanted to confirm
Ask Brittany Barnett, make sure we don't have "tests" in the counts and in LawRuler by accident.
ok I will, yeah absolutely I made sure to remove the ones that were labeled "test"
And let Brittany know the LeadIDs to make "test lead dispos" in LawRuler.
@Luke Fontaine https://meet.google.com/yqc-jmxw-sgm
I made a pivot table for you to get started so we can avoid waiting for Quint
Singed & DECLINED Signed e-Sign Case Review - Email Transfer
@Luke Fontaine, can you get January 2024 reconciled in TIP & SL dash today please:
Yeah no problem I’ll get that taken care of
Can you update 2-27-24 JV spend from his super late submjission...it's only 3 rows in media_rawv2 for AFFF I pretty sure.
Yeah absolutely, I’ll get that taken care of
We are aiming to finish Looker on AWS next week, so please get your tiles setup with visualizations, we'll work on user viewer testing next week.
Ok, I'll be sure to block off some DND time to focus on the tiles
haha, now that's good usage of time. Are you heading off to Vegas?
To Tulsa, then to Vegas for latter part of week. Have house move-in prep to finalize.
Can you add the tC/MC and validate for me? You have to add the % in the table field value, see existing rows
Hey Ryan, I'm spending some time diving deeper into looker enterprise. can you send me the link for the bubblechart you showed yesterday? I'm looking in the shared folder and don't see it
ah it doesn't look like I have permissions to access it
I can only access the "Shield Financials" folder, if it's in another folder, or it could be that I don't have access to all the tiles that are in that folder as well
@Luke Fontaine, try now. I had to move a bunch to Shared Folder for SL
*Thread Reply:* Human Trafficking - Van/HACH ROSE SCHIRRIPA & CHEVERIE (TIP) - Contract
@Ryan do you have the link for the typeform spend for Parsa?
They haven't submitted their spend so I'm just going to put in a placeholder
https://c09quekieyk.typeform.com/mediaspend#mbname=Parsa%20Khademi
Hey, do you have a quick minute before the Dev team meeting? I have a logistics question, want to clarify
SELECT campaign, sum(dailyleads) FROM mediarawv2 WHERE revdate BETWEEN '2024-02-01' AND '2024-02-23' AND saletype = 'Contract' --AND dailyleads > 0 GROUP BY campaign ORDER BY campaign ASC
Hey @Ryan are we doing the affiliates meeting? I'm on a bit of a time constraint today
Yes. ON CTM training with Crump, be right there. How’s the cost per intakes.
Had to re-run the UPDATES for Feb & Mar cause CA Juve and Juvenile Hall were not alpha sorted after we updated their names so Sold Leads was mismatched, fixing now. FYI.
FYI, you had told me you were going to make sure TC/MC was showing in TC dashboard pages but I had to add the INSERT to get that Customer field naming-convention added to the Customer_Type table in Database Schema for SL in PG Admin. No big deal, but just note on the occasions we have a new "code for a TC and partner firm", we must add it here if they do not use (TC) per our recommendation.
I'll have to look back to see what I did, I might not have added it to the right field, but thank you and noted
Hey, I have a quick question. I'm going through and updating Calebs spend from the placeholders. I'm using the below sql statment to update, but it only allows me to adjust the daily_spend and not the spent amount; the donottouch table only shows the current date, it doesn't allow, at least for me, to go through previous dates
SELECT ** --,(daily_revenue/signed_contracts) as validRPL
FROM public.media_raw_v2
WHERE rev_date BETWEEN '2024-3-5' AND '2024-3-5'
--AND campaign LIKE '%Intuit%'
--AND customer LIKE '%Miller%' --AND signed_contracts <> 0 --AND campaign LIKE '%Fire%' --AND media_buyer LIKE '%Caleb%'
AND media_buyer LIKE '%Caleb%'
ORDER BY rev_date,campaign, media_buyer ASC
SELECT * --SUM(spend) --* FROM "thirdpartyspend" WHERE spenddate BETWEEN '2024-03-05' AND '2024-03-05' ORDER BY spenddate ASC
Hey Ryan, want to give you a heads up, I got called in for jury duty for next tuesday, 3/19. I put in a petition so hoping to get out of it, I'll let you know for sure, but it's looking like I most likely won't be available that day including for morning financials
*Thread Reply:* Let me know, as a 1099 contractor you should 100% get out of it, I used that excuse since I was 31 years old and it works every, every time. Never done my duty of jury TBH.
*Thread Reply:* Absolutely I’ll let you know. I used that in my petition, just haven’t heard back from them yet so thinking I’ll have to at least show up and say it again in person
@Luke Fontaine, could you do number in the AM for me? I am in Austin and have to get up at crack of dawn and drive 7 hours.
Hey Ryan, just wanted to give you a quick reminder that I have jury duty tomorrow so I won’t be able to do numbers in the morning, crossing fingers they’ll let me go early! But I’ll keep you updated
@Luke Fontaine, let me know if you can or cannot, I'll do them.
I definitely can’t tomorrow, but I’ll let you know about Wednesday
Good news, I was finally released from jury duty so I’ll be back to do financials tomorrow
Haha, excellent. Generate financial log didn’t even seem to run this morning at the 4 AM time, so I asked Quint to look at it so if he hasn’t updated us tonight, just double check the logs and make sure everything has run .
Ok absolutely, did it run ok when ran manually?
, really the S3 part may have failed , or the data was incomplete from LR
Hey, when you get a chance, can you talk to Parsa. I know they're newer and today was a particularly abnormal day, but they're consistently unreliable with submitting their spend, unavailable and not paying attention. I'm getting really frustrated with dealing with them.
He submitted his manually very early, just submit his for him due to bug in form and I’ll keep an eye on him.
Adrienne asked me how she can get the SOM list for just the attorneys for the client. If you can just download the members and conference attendees and send me on Google Sheet I’ll filter it for attorneys and get it to her.
When you’re done all the reconciliations, do you mind sending Adrienne and I that full 1600 row master list from MailChimp for Shades of Mass Client Email
@deleted-U04G7CGMBPC we’ve had this conversation about Adrienne; she’s a bully, and is extremely hostile. I refuse to do anything that she’s a part of. She has complete access to be able to pull the reports she’s been requesting, and it’s on her to finally figure out how to do so. I pulled and sent the first one as a courtesy and in respect to you, but I’m not doing anything else for her and I don’t want her messaging me.
@Luke Fontaine , send it just to me and after this I will give all of this to Korbin. He was busy doing a bunch of client urgent stuff.
After this, you won’t interface with her ever. Thank you.
I need my boundaries to be respected. This is a boundary for a reason; I’ve sent this report many many times to her, along with others and every time I’m thrown under the bus due to her not expressing the full request or an item not to her liking. I’m not looking to be put in that position again.
*Thread Reply:* @Luke Fontaine, I logged in and got them in 3 minutes and sent them.
Understand. @Luke Fontaine, can you find the last version you send to her and me here in Slack and let me forward to her.
@Luke Fontaine, let me know when you back in front of computer, lets go over a few development items real quick, want to show you a few tips I learned in Looker.
Good morning, this is spring break for my sons, but I’ve been stuck working at home most the week. Could you do numbers in the morning, I’m gonna take my oldest to snowboard.
Hey Good Morning, yeah of course, want me to do saturday and sunday?
Next week though I'd like to set time aside to talk about a raise
I have had a couple visions for you to get an increase in contract but I need you WIP on the DBT development, so as you perform data engineering and data development it makes sense to Cameron and HR.
When is the year gone by from your 1099 contract? Remind me.
I started as a 1099 November 1 2023, but have been with the company since July 2022
Hey @Ryan I know this is not ideal, but I’m having computer issues. My computer won’t even turn on. I have to go to the Apple Store today to see what’s going on. But I can’t login to do numbers until I get my computer working again
Hey Ryan, just picked up my computer from the Apple Store. They were able to get to the issue and fix it. I’ll still be able to take over numbers tomorrow
@Luke Fontaine, excellent. Thank you. What was the issue?
Some of the operational software became corrupted during the last update
Yeah same here. It had me pretty worried there for a while. It was completely unresponsive this morning
FYI I did find out a bit more about our TikTok partnership and that Parsa is actually a part of that, so i went to his parent company and asked their lead guy to get him alligned on our morning routine.
Thank you! It's been really frustrating how misaligned he's been
@Luke Fontaine, if you have not run the Cost Per Intake / Worked Leads SQL yet for SL DB, I will do it. Let me know. Have a moment I can do it before 12PM.
Hey Ryan, it's been running for a while it just hasn't finished yet
@Luke Fontaine, also I had to insert the top 2 and zeroing out the bottom 2 since we sold leads but had no sign ups so no charges, this should make the dash match pretty darn close to our spreadsheet.
Hey Ryan, to give some more context for that dashboard, Greg Owen reached out asking for an easier way to look at all leads and signed leads over campaigns, so I threw that one together for him as a favor to make it easier for him, it wasn’t ever meant to be a financial dashboard, more for lead counts. I’m not sure how it made it Cameron’s way, but it sounds like he’s also unaware of the backstory and its intended use
Good morning Ryan, There's one lead I'm not sure what to do with. The campaign doesn't exist in Leadspedia "Auto Accidents - BCL - Torticity - Shield Legal"
@Luke Fontaine, just leave them, count them and we'll put revenue and cost later...
If Cameron wants me to setup a contract, have Lee submit Spend, etc, I'll confirm.
What should I use for the contract ID number?
@Luke Fontaine, you can assign it to 1450 (Texas Motor Vehicle Accidents - Ben Crump Law/TT (BLX) (TIP) - Contract)
Hey Ryan, unfortunately, I'm feeling worst today. After morning numbers I need to logoff and rest. I know we have the intuit and bigquery meetings today, I can read through the transcripts and if you want to assign me projects I can tackle those hopefully tomorrow
@Luke Fontaine, hope you feel better but when you did the Connex One 2 weekly backfills, the Google Sheet isn't show you updated the counts in the formula to get the correct Rev per e-sign and talk time per e-sign, did you accidentally update FinLog with the wrong numbers? 🙂
(the yellow cells need the correct counts from the TIP Dash for those status for the week, if you need help to clean this up, let me know. We can team up and get it done.).
*Thread Reply:* Went back and updated, the numbers should be corrected now
Let me take a look after done with morning numbers
Hey @Ryan I have a clarifying question. for the Lead based cases are we still doing total revenue based off of the count times RPL? even if there are no sign ups
there is a 4 count for pennsylvania juvenile hall legal case advisor but no signed count so the total revenue is displaying as 2000
@Luke Fontaine, that is a Lead Buyer, so 500 per lead ** 4 is 2000 lead and total revenue, that is correct
ok wanted to confirm. had a similar situation last week and felt like wires were crossed. should have spend all complete in about 10
SELECT ** --,(daily_revenue/signed_contracts) as validRPL
FROM public.media_raw_v2
WHERE rev_date BETWEEN '2023-10-19' AND '2023-10-20'
AND campaign LIKE '%Camp%'
AND customer LIKE '%First%' --AND signed_contracts <> 0 --AND campaign LIKE '%Fire%' --AND media_buyer LIKE '%Caleb%'
ORDER BY rev_date,campaign, media_buyer ASC
Please get with Brianna and make sure all of Flatirons are reconciled w LawRuler as soon as you are done with morning numbers. Ty.
@Ryan I'm going to resubmit Kris Standleys spend for 4/22/24, but what campaign do you think it's suppose to go to? MD Juvenile Hall Abuse DL TV, ,MD Juvenile Hall Abuse SSS TV
You can leave the spend blank if no leads came through, we’re getting the actual spend from the TV buying team
I have the media buyer (a dude I met in Encinitas at Union Kitchen that Cameron met and has tried at various places) going to submit the "actual spend" so when he does, we'll make manual updates and then they'll do the rest. 🙂
I want to give a quick update for the TIP reconciliation and reporting as well. I'm setting up a meeting with Dennis, Edward, and Brianna to get together and go over best practices for reporting lead status changes. Right now I'm receiving multiple messages throughout the day from each of them with updates, and corrections. It's a little overwhelming, and not very sustainable, so I'm trying to get them all on the same page with making sure statuses are accurate and just sending over one report a day or whatever frequency makes sense so items aren't missed and were all on the same page.
Make sense. Yeah, try to get them into a batch report routine rather than random throughout the day
If you have a dashboard for LOSG(TC) for Chow and Juvenile Hall, I updated the name, so you should check SQL in your Customer Dashboard to ensure it is not broken. This sql is updated in Master Financials page 32 of 40, and I'm updating Filters in Looker Studio and Looker Enterprise for TC since I added those to below to Customer_Type channel.
It's for these 4 contracts in image attached
select ** from dashboard.matview_financial_details
where customer like 'Shield AZ Law%'
or customer like '%(LOSG/TC)%'
or customer like '%(LOSG/TC/D)%';
You bet. Noting that dashboards do not need a TC filter, as long as we use fin_details internal metrics. Cleaned up both Looker and Looker Enterprise for this fact.
Hey Ryan, my aunt passed away yesterday afternoon, it's been a really rough evening and morning. After I'm done with morning numbers I'm really hoping to just turn on my out of office status, and just work on items in the background quietly. I know we have the dbt meeting later today, but if you could send/show me what particular fields are used for the cnx weekly report I can jump into finishing that script
Luke, sorry to hear about your family's loss. My condolences. Brian and I will setup DBT, but in BigQuery, you have the SQL except you need to add GCP Project ID and their BigQuery dataset / schema prefixes to the field names and test it to work. Here is that SQL dev script:
Thank you, appreciate it. Ah ok, I was trying to write a new script in dbt but I see
Hey Ryan, wanted to let you know I had a really great and productive meeting with the TIP team. We put a couple of action items in place to change the way we'll be doing status changes to make it more streamlined and remove opportunities for error. I'm also working with them to do an audit of "signed e-signed -billable firm rejected" take make sure all potential revenue is captured
@Luke Fontaine , excellent. What are you doing if you don’t mind me asking?
We just hired a new person that’s gonna own some of these processes and workflows, I want to be able to send it to him. I’m working with Law Ruler, executive team and stuff too
We're creating an automated report to go out by midday friday to provide the following for any leads that have had status changes that week lead ID, First name, Last name, Case Type, Previous status, current status, and e-sign date if applicable
At this point, I think its mostly the agents changing status that has really been causing issues with reconciling them, so just creating an easier way for us all to see what's changes, and keeping record
We may have a process or training session with LawRuler and create a e-sign status lifecycle cheat sheet.
Oh yeah I think that’d be great. I got a sense that the status lifecycle wasn’t super clear with the tip team
Hey Ryan, numbers are going to take a while this morning, it looks like looker studio is down, so I'm doing workarounds
Ok. Use SQL to mimic the pivot table. It’s a group by statement
@Luke Fontaine, hey, we have a talk time revenue issue, need your help.
Hey Ryan, wanted to update you, I have weeks 4/8-4/21 have been updated, it looks like Brianna didn't send the correct/not formatted report for 4/22-4/28. Already messaged her but I think shes on lunch. Will finish as soon as I get that last portion from her
@Luke Fontaine, i"ll be on about 10 minutes after start, just get TIP CC sheet ready. New stuff to go over.
Update Director Commissions and SL Only e-Signs:
```-- Get the rows SELECT ** FROM directorcommissionv2 WHERE revyear = '2024' AND revmonth BETWEEN '1' AND '12' ORDER BY rev_month ASC;
-- Update Row For Quarterly Commissions UPDATE public.directorcommissionv2 SET numesignedcontracts='3311', directorcommissionmonthly='25875' -- quarterlyactive=1 WHERE revyear = '2024' AND rev_month = '4'```
I just saw Jack submitted his spend. I’m spending some time with family before I head back so I just won’t be able to get to it for a while 2-3 hours
@Luke Fontaine, can you reconcile May for Flatirons
It should be pretty reconciled from yesterday but yeah I’ll go back through
Do me a favor, would you reach out to Brian and Linda helping hand on writing the insert SQL for the LR case types revenue rates, application table? I know you can knock it out with very little effort, I just don’t know if Bryan‘s ever written
I’m working on the joint statements for the copper opportunities and payment roll up, almost ready to attach to the financial details.
FYI, I inserted 3 more TV rows for Kris, so run Master_Append 4 times or so and check dash before you post in #C04PBGEGXK9
Hey Ryan, it doesn’t look like I’ve gotten paid yet, usually it comes through the Thursday before, should I check in with Brian Theisen about this?
Brian sent wire this morning, me too! Should be today or tomorrow.
I reached out to Brian T since I still hadn’t seen my direct deposit come through, he’s claiming there was a “delay” with the ach payments, and it now won’t come through until Monday. I don’t make enough to where not being paid on time isn’t an issue
1099 technically doesn’t have to be paid on a schedule, Altonese leaving just has had the guy swamped beyond belief. I feel the same, and I have to make Support payments. Not much we can do.
Hey, I just shared a dash I created based off of bigquery tracking information for the TV Leads. Finding a lot of the lead information turned out to be very difficult, there were only two I can find with a high level of certainty. But I made a dash in a way where I can easily update it if we can find the exact leads that were converted. I also have an idea of how to join the tables to make it more automated and connected to your Shield Legal - TV Leads Status dash if this is a campaign were going to be focusing on
I’m stuck in datastudio trying to figure out something.
Hey Ryan, I had the adjustments to the dash that we talked about
@Luke Fontaine, what channel do we get the Dashboard requests from? Patsy is looking for some dashboard we probably have not built yet.
Greg and Patsy have just been messaging me directly but the request come through #C01EQF51UTC. It got a little disorganized but I'll go through it and mark the completed ones, and build out any that may have been missed
Should Patsy be included in all the new dashboards moving forward?
@Luke Fontaine, do that for now and when the Copper order is hers, then yes. I
I'll get a dashboard for Copper setup in TIP Dash today so we can show the TIP team how to now when an order comes up and if they can let us know. But if you keep an eye on the #shieldorderscopper channel, you'll see when they go to the Orders Pipeline into Funded & Setup stage and that can be your queue to build dashboards.
No spend for a bit.
Hey Ryan, I wanted to follow up on our conversation from a month and a half ago regarding a pay raise
I need that AI dashboard draft done as soon as possible, I need all of Looker enterprise done as soon possible, and I need you working on data engineering full-time, then I can debate with them that you are a full-time date engineer.
I need you able to own that stuff, and take me out of the coding then I can go to Cameron and Shellie and say that Luke is a full-time data engineer, let’s give him a good bump.
My plan is to show it off to Cameron, while giving him a status update to let you know where I’ve moved your focus.
So I need more proactive completion of the dashboards, and then let me know when those are done, and I will start handing you all of the tasks for the day engineering on my plate.
What would this timeline look like Now that James has finished some data wrangling items I'll be able to finish the dashboard either today, or early next week. We went through the last three dashboards for lookerenterprised yesterday that seem up to par where we want them for presenting, but regardless I'm planning on going through all my dashboards and fine tuning and confirming accuracy to have finished by EOW. After next week, can we set up a meeting on 6/3 to go over the data engineering task you'd like me to take over.
You know I greatly enjoy working with you, and it's exciting how much I have and continue to learn, but I also want you to understand where I'm coming from. Since I've started, I've taken on much more responsibility and more difficult tasks, I never say no to anything, have always jumped to work weekends when asked while the end of next month is going to mark 2 years of working here, and I've never received a pay raise. It's difficult to not feel discouraged
I've been working on the reconciliation today, the dashboard was really off, it looks like everything from yesterday was tripled, but the weird thing is in the logs applied adjustments was only done once. I'm just going to delete the 2 additional for each campaign, but do you know how to pull up the previous credit history to know if I need to credit the accounts back?
I'm not sure, the log only shows that apply adjustments only ran once
Did you run it today, I do not see a 5/28/24 run in the Logs
Do you know, has Shane already been working on the new aws script?
Hey @Ryan do you know what’s going on with the manuals today? Mark has his status as OOO until the 6th, so I haven’t been able to run cal performance yet
Just pinged Cam too, not sure of his holiday schedule
@Ryan would you mind copy and pasting the flatirons formula, for whatever reason datastudio won't let me open it
CASE WHEN EXTRACT(YEAR FROM revdate) = 2024 AND EXTRACT(MONTH FROM revdate) = 1 THEN 16.28 WHEN EXTRACT(YEAR FROM revdate) = 2024 AND EXTRACT(MONTH FROM revdate) = 2 THEN 177.81 WHEN EXTRACT(YEAR FROM revdate) = 2024 AND EXTRACT(MONTH FROM revdate) = 3 THEN 224.34 WHEN EXTRACT(YEAR FROM revdate) = 2024 AND EXTRACT(MONTH FROM revdate) = 4 THEN 360.05 WHEN EXTRACT(YEAR FROM revdate) = 2024 AND EXTRACT(MONTH FROM revdate) = 5 THEN 360.05 WHEN EXTRACT(YEAR FROM revdate) = 2024 AND EXTRACT(MONTH FROM revdate) = 6 THEN 360.05 WHEN EXTRACT(YEAR FROM revdate) = 2024 AND EXTRACT(MONTH FROM revdate) = 7 THEN 360.05 WHEN EXTRACT(YEAR FROM revdate) = 2024 AND EXTRACT(MONTH FROM revdate) = 8 THEN 360.05 WHEN EXTRACT(YEAR FROM revdate) = 2024 AND EXTRACT(MONTH FROM revdate) = 9 THEN 360.05 WHEN EXTRACT(YEAR FROM revdate) = 2024 AND EXTRACT(MONTH FROM revdate) = 10 THEN 360.05 WHEN EXTRACT(YEAR FROM revdate) = 2024 AND EXTRACT(MONTH FROM revdate) = 11 THEN 360.05 WHEN EXTRACT(YEAR FROM revdate) = 2024 AND EXTRACT(MONTH FROM revdate) = 12 THEN 360.05 ELSE 0 END
@Ryan do you have a few moments for a huddle?
@Ryan do you have me to post in the finance channel to cam that were ready for adjustments?
Hey Ryan, I've been looking more into finishing the Looker enterprise 38- Flatirons dashboard, it's just Overhead and Net Profit(FL) columns that are giving me trouble. I think they have to be changed in lookML and can not be done as a table calculation. I'm not sure if I just don't have the permissions or if it's because it's a view that I can't change it. Alternatively, I can write it out in bigquery and reconnect this one dashboard that way. Wanted to get your thoughts before making a move either way
Also, can you send me the sql for the PROFIT(FL) column? it doesn't look like I have permissions to access it
It should work in a table calculation, just do NOT sum the fields in Looker Enterprise like the formulas do in Looker Studio. Noting the overhead is the last part of that Net Profit formula:
e_daily_revenue - e_daily_spend - e_agency_fee - e_cc_cost - e_sales_commission - e_mb_commission - flatirons_daily_overhead
@Luke Fontaine, Looker Studio Formula / Use ChatGPT or Gemini to update formulas for Looker once you manually punch the commands and fields in a Calculated Field and this should work. But I think you need to type the command out so that the "glitchy" Looker Enterprise - Calculate Field - Formula box recognizes the commands like EXTRACT, MONTH, etc.
CASE
WHEN EXTRACT(YEAR FROM rev_date) = 2024 AND EXTRACT(MONTH FROM rev_date) = 1 THEN 16.28
WHEN EXTRACT(YEAR FROM rev_date) = 2024 AND EXTRACT(MONTH FROM rev_date) = 2 THEN 177.81
WHEN EXTRACT(YEAR FROM rev_date) = 2024 AND EXTRACT(MONTH FROM rev_date) = 3 THEN 224.34
WHEN EXTRACT(YEAR FROM rev_date) = 2024 AND EXTRACT(MONTH FROM rev_date) = 4 THEN 360.05
WHEN EXTRACT(YEAR FROM rev_date) = 2024 AND EXTRACT(MONTH FROM rev_date) = 5 THEN 360.05
WHEN EXTRACT(YEAR FROM rev_date) = 2024 AND EXTRACT(MONTH FROM rev_date) = 6 THEN 360.05
WHEN EXTRACT(YEAR FROM rev_date) = 2024 AND EXTRACT(MONTH FROM rev_date) = 7 THEN 360.05
WHEN EXTRACT(YEAR FROM rev_date) = 2024 AND EXTRACT(MONTH FROM rev_date) = 8 THEN 360.05
WHEN EXTRACT(YEAR FROM rev_date) = 2024 AND EXTRACT(MONTH FROM rev_date) = 9 THEN 360.05
WHEN EXTRACT(YEAR FROM rev_date) = 2024 AND EXTRACT(MONTH FROM rev_date) = 10 THEN 360.05
WHEN EXTRACT(YEAR FROM rev_date) = 2024 AND EXTRACT(MONTH FROM rev_date) = 11 THEN 360.05
WHEN EXTRACT(YEAR FROM rev_date) = 2024 AND EXTRACT(MONTH FROM rev_date) = 12 THEN 360.05
ELSE 0
EN
@Luke Fontaine, been trying various formulas but still struggling, this feels very close:
case(when(${Financial_Details.rev_month}=date(2024,01,01),16.28) else 0)
Oh yeah I’ve been trying a lot of different methods, but I’ll see if I can build on that
Hey Ryan, Do you have the visualization you created in the meeting on monday for how the AI dashboard should look?
@Ryan I’m at a dr appointment right now, but I can run lambdas in about 30minutes
@Luke Fontaine, if you cannot get the client / dashboard side "Table Calculation" to sum up after you add the other months and amounts, we'll get ByteCode for you.
Ok, sounds good, I’m going to be jumping back into it shortly and will let you know if I’m able to work it out or not
I have an idea I want to try out, but I'm trying to work out how the overhead is calculated out that I'm not sure about. for June CPAP the overhead is $3,240.45/360.05 is 9, but where is the 9 coming from
The 9 is the number of rows for "LIKE '%Flatirons%' for the months.
Run SQL for June 2024, with the Customer LIKE %Flatirons% in findetails or mediaraw_v2,
Like we did the 575 rows in Jan 2024, divided by the Flatirons CSP cost
hey @Ryan wanted to give you a heads up numbers are going to take a minute today. It seems like everything has been taking a while, and the lambda didn't pull calebs facebook spend so I'll have to manual enter and calculate it out
right. It's just calebs, I checked his typeform, and the aws log and didn't see anything obvious that would have caused it. but will keep an eye out on it
caleb entered the wrong date for his spend :facepalm::skintone_4:
Hey @Ryan Just finished dashboard 41 - ad platform details by day, let me know your thoughts, if anything needs to be changed. I added the columns from page 14 in the master dash, if that doesn't look too overwhelming with information
@Luke Fontaine, I don't see it in Looker Studio, please advise
apologies, just added it to the board, it should be there now
Oh man, it's been a long week. I'll make it here shortly in looker studio
@Luke Fontaine, I updated it just a bit, sending to Marc
just took a look, it looks better without those additional columns
@Luke Fontaine, now wait about two weeks (for more Data Engineering tasks to complete) and then DM Shellie, Cameron and me and request a 15 minute meeting to discuss your role.
Then in that meeting with us you need to:
- Praise Cameron and Shellie for the amazing 1099 opportunity
- Praise me for the dedication to training, learning and joint practicing to get you to this exciting point of data engineering
- And then you can ask for two more things: a. Requesting a contractor fee increase to reflect your role as Assoc. Date Engineer b. Can you come out to Las Vegas once a quarter, as you will need to sit more with the TIP team to learn the nitty gritty of what dashboards they will want once the new data warehouse is ready Make the entire conversation a "positive" and "relax" so we can hear you "smiling when you ask". 🙂
Thank you thank you thank you!! that all sounds good and doable!
Hey Ryan, I wanted to give you an update on the AI dashboard. I'm running into a lot of roadblocks with James. I'm asking him pretty point blank questions and he just hasn't been answering them or I've been receiving a lot of condescending responses. Last week I asked him to label the visual representation of how this dashboard should look, with the tables that will be needed; I didn't want to run into the same issue as before where there were tables I was unaware of that are key to this project, and he just didn't do it. I have a strong idea of what this should look like completed, and am trying to get across the finish line
I need you guys to figure it out, we’re all mature professionals, you and him need to figure out how to work together. I think he’s trying to challenge you to be more resourceful.
I'll address it tomorrow with him, wanted to keep you in the loop.
@Ryan I have all the Flatiron dashboard, 38-40 done and added to the financial board. it looks like the changes we did are actually more accurate, there was profit and overhead from the LA Juv Hall abuse that wasn't being calculated in before that now is
Excellent, thank you Luke. I’ll organize the Board.
@Luke Fontaine, please add the Flatirons x day and x year to the Board, I do not see them.
while you're on the road this week do you still want me to post for review, or just direct to cameron for adjustments?
You can post for me except for Wednesday and Thursday. I’ll be out formally on PTO.
Ok sounds good. Have a good and safe drive!
Flatirons Paraquats to be moved to Signed & DECLINED and removed from SL Dash:
- 354873
- 354557
- 438951
- 355502
- 348671
- 354818
- 356609
- 360806
- 357837
- 355877
- 358026
- 366750
- 363373
- 364254
- 370736
- 366099
- 379630
- 379533
- 379085
- 400075
- 401790
- 405334
- 418246
- 422448
- 424032
- 434137
- 438747
- 441576
And @Luke Fontaine , make sure these are just updated to the correct signed e-sign status in TIP dash and that we reconcile for Flatirons.
Lead ID 441614 520656 522640 517200 437465 513863 524903 522398 512349 527432 524525 520481 526759 514613 527368 514354 522254 507398 425215 477572 509278 508876 517309 518762 515156 513698 510756 512764 473125 497746 517271 509263 507243 449339 503632 423761 464012 513998 519345 424070 520319 501956 522992 512639 520936 511833 519308 522168 454071 513616
I'm still working on getting the dbt build to work again. It's weird it shows that it's the columns with the same name ;opportunity_id in the xref and ol table having the same name, but when I change the name within an as statement it doesn't recognize the column. I've been trying to reverse engineer it, but I'm going to look into a couple of articles and see if there's a suggestion there. will keep you updated
@Luke Fontaine , I was in transit and just arrived.
just wrapping up another call, I'll be over asap
It doesn't look like I have permissions to remove users on AWS or Enterprise
if the tip team is going to start to have access to bigquery, or being able to make changes to lookerenterprise I'd appreciate being a part of that conversation. I just have some big concerns about changes being made that are harder to track and effecting the balance between tip and shield
They are not in BigQuery, I'll get them in Looker Explores only.
@Ryan checking in if were still doing the EOM Affiliates meeting?
@Luke Fontaine , does this mean you aren’t able to do the normal daily routine? Forcing me to work on my vacation?
@Luke Fontaine , let me know so I can find a replacement resource.
@Ryan I’m not starting numbers until you can ask me to kind and respectfully