Skip to content

Commit

Permalink
Feature: Add Quickstart Model Counts to README (#152)
Browse files Browse the repository at this point in the history
* MagicBot/add-model-counts updates

* syntax

---------

Co-authored-by: Avinash Kunnath <[email protected]>
  • Loading branch information
fivetran-catfritz and fivetran-avinash authored Jan 18, 2025
1 parent faf6a1a commit 5e6d13f
Show file tree
Hide file tree
Showing 3 changed files with 14 additions and 5 deletions.
6 changes: 6 additions & 0 deletions CHANGELOG.md
Original file line number Diff line number Diff line change
@@ -1,3 +1,9 @@
# dbt_quickbooks version.version

## Documentation
- Added Quickstart model counts to README. ([#152](https://github.com/fivetran/dbt_quickbooks/pull/152))
- Corrected references to connectors and connections in the README. ([#152](https://github.com/fivetran/dbt_quickbooks/pull/152))

# dbt_quickbooks v0.17.1
[PR #149](https://github.com/fivetran/dbt_quickbooks/pull/149) introduces the following updates:

Expand Down
11 changes: 7 additions & 4 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -51,6 +51,9 @@ The following table provides a detailed list of all tables materialized within t
| [quickbooks__cash_flow_statement](https://fivetran.github.io/dbt_quickbooks/#!/model/model.quickbooks.quickbooks__cash_flow_statement) | Table containing all cash or cash equivalents, investing, operating, and financing cash flow types by calendar year and month enriched with account type, class, and parent information, as well as ordering configuration. **IMPORTANT**: It is very likely you will need to configure the cash flow types for your own unique use case. [Scroll below to get full instructions for how to configure your cash flow types](https://github.com/fivetran/dbt_quickbooks/blob/main/README.md#customize-the-cash-flow-types-and-account-ordering-of-your-cash-flow-statement). |
| [quickbooks__ap_ar_enhanced](https://fivetran.github.io/dbt_quickbooks/#!/model/model.quickbooks.quickbooks__ap_ar_enhanced) | Table providing the amount, amount paid, due date, and days overdue of all bills and invoices your company has received and paid along with customer, vendor, department, and address information for each invoice or bill. |
| [quickbooks__expenses_sales_enhanced](https://fivetran.github.io/dbt_quickbooks/#!/model/model.quickbooks.quickbooks__expenses_sales_enhanced) | Table providing enhanced customer, vendor, and account details for each expense and sale transaction. |

### Materialized Models
Each Quickstart transformation job run materializes 94 models if all components of this data model are enabled. This count includes all staging, intermediate, and final models materialized as `view`, `table`, or `incremental`.
<!--section-end-->

### Multicurrency Support (And Existing Limitations)
Expand All @@ -63,7 +66,7 @@ There are specific limitations if you need converted amounts for credit card pay
### Step 1: Prerequisites
To use this dbt package, you must have the following:

- At least one Fivetran QuickBooks connector syncing data into your destination.
- At least one Fivetran QuickBooks connection syncing data into your destination.
- A **BigQuery**, **Snowflake**, **Redshift**, **PostgreSQL**, or **Databricks** destination.

### Step 2: Install the package
Expand All @@ -89,7 +92,7 @@ vars:
```

### Step 4: Enabling/Disabling Models
Your QuickBooks connector might not sync every table that this package expects. This package takes into consideration that not every QuickBooks account utilizes the same transactional tables.
Your QuickBooks connection might not sync every table that this package expects. This package takes into consideration that not every QuickBooks account utilizes the same transactional tables.

By default, most variables' values are assumed to be `true` (with exception of `using_credit_card_payment_txn` and `using_purchase_order`). In other to enable or disable the relevant functionality in the package, you will need to add the relevant variables:

Expand All @@ -115,8 +118,8 @@ vars:

### (Optional) Step 5: Additional Configurations

#### Unioning Multiple Quickbooks Connectors
If you have multiple Quickbooks connectors in Fivetran and would like to use this package on all of them simultaneously, we have provided functionality to do so. The package will union all of the data together and pass the unioned table into the transformations. You will be able to see which source it came from in the `source_relation` column of each model. To use this functionality, you will need to set either the `quickbooks_union_schemas` or `quickbooks_union_databases` variables:
#### Unioning Multiple Quickbooks Connections
If you have multiple Quickbooks connections in Fivetran and would like to use this package on all of them simultaneously, we have provided functionality to do so. The package will union all of the data together and pass the unioned table into the transformations. You will be able to see which source it came from in the `source_relation` column of each model. To use this functionality, you will need to set either the `quickbooks_union_schemas` or `quickbooks_union_databases` variables:

```yml
# dbt_project.yml
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -35,7 +35,7 @@ final as (
dev.adjusted_converted_amount_cumulative as dev_adjusted_converted_amount_cumulative
from prod
full outer join dev
on dev.transaction_id = prod.transaction_id
on dev.transaction_id = prod.transaction_id
)

select *
Expand Down

0 comments on commit 5e6d13f

Please sign in to comment.