SQL scripts to generate schedule, spend plan and spend curve from Resolution data added (450563e2) · Commits · NSSD_PMO / AI_BI_Code

PowerBI/Template_mquery_dax_source/PowrBI_Queries

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		-- estimated_duration

		let
		Source = PostgreSQL.Database("hgis-prj-mgmt:5438", "proj_status"),
		f_o_isg_vext_task_duration = Source{[Schema="f_o_isg",Item="vext_task_duration"]}[Data],
		JoinedTables = Table.NestedJoin(f_o_isg_vext_task_duration, {"title"}, NumericalData, {"Title"}, "title_matches", JoinKind.Inner),
		ExpandedTable = Table.ExpandTableColumn(JoinedTables, "title_matches", {"effort_wt"}, {"NumericalData.effort_wt"}),
		weighted_fte = Table.AddColumn(ExpandedTable, "weighted_fte", each [estimated_fte_months] * [NumericalData.effort_wt]),
		wt_dur_day = Table.AddColumn(weighted_fte, "weighted_duration_days", each [def_task_dur_days] * [NumericalData.effort_wt]),
		wt_dur_mo = Table.AddColumn(wt_dur_day, "weighted_duration_months", each [def_task_dur_mo] * [NumericalData.effort_wt]),
		#"Changed Type" = Table.TransformColumnTypes(wt_dur_mo,{{"weighted_duration_days", type number}, {"weighted_duration_months", type number}, {"weighted_fte", type number}})

		in
		#"Changed Type"

		-- estimatedcost

		let
		Source = PostgreSQL.Database("hgis-prj-mgmt:5438", "proj_status"),
		f_o_isg_v_task_cost_estimate = Source{[Schema="f_o_isg",Item="vext_task_cost_estimate"]}[Data],
		JoinedTables = Table.NestedJoin(f_o_isg_v_task_cost_estimate, {"title"}, NumericalData, {"Title"}, "title_matches", JoinKind.Inner),
		ExpandedTable = Table.ExpandTableColumn(JoinedTables, "title_matches", {"effort_wt"}, {"NumericalData.effort_wt"}),
		weighted_cost = Table.AddColumn(ExpandedTable, "weighted_cost", each [estimated_cost] * [NumericalData.effort_wt]),
		#"Changed Type" = Table.TransformColumnTypes(weighted_cost,{"weighted_cost", type number})

		in
		#"Changed Type"

		-- projectscheduie

		ProjectSchedule =
		VAR StartDate = TODAY() // A fixed start date for all parallel schedules

		// This variable first joins the necessary data from all three tables.
		// It iterates over the central 'metadata' table and uses RELATED()
		// to pull in columns from the related 'v_ian_duration' and 'FeaturePrioritization' tables.
		VAR TasksJoined =
		ADDCOLUMNS(
		'metadata',
		// "Platform", 'metadata'[Platform],
		"Duration", RELATED('estimated duration'[weighted_duration_months]),
		"Rank", RELATED('NumericalData'[mgt_weighted_rank])
		)

		VAR TasksSorted =
		ADDCOLUMNS(
		TasksJoined,
		// A hidden column for stable sorting using the Rank
		"__SortValue", [Rank]
		)

		// Step 1: Create a table with the TaskStartDate column
		VAR TasksWithStartDates =
		ADDCOLUMNS(
		TasksSorted,
		// Calculate the cumulative duration of all preceding tasks
		// using SUMX and EARLIER. This is the core logic for sequencing.
		"TaskStartDate",
		VAR CumulativeDuration =
		SUMX(
		// The FILTER has been modified to only sum durations for tasks
		// that share the same 'Primary Resource'
		FILTER(
		TasksSorted,
		// Group the calculation by Primary Resource
		[Primary Resource] = EARLIER([Primary Resource]) &&
		// Then, apply the sorting logic for the cumulative sum
		(
		[__SortValue] < EARLIER([__SortValue]) \|\| (
		[__SortValue] = EARLIER([__SortValue]) &&
		[title] < EARLIER([title])
		)
		)
		),
		[Duration]
		)
		RETURN
		// EDATE is used here to correctly add the cumulative months to the start date.
		EDATE(StartDate, CumulativeDuration)
		)

		// Step 2: Create a new table that now has access to the TaskStartDate column
		VAR TasksWithBothDates =
		ADDCOLUMNS(
		TasksWithStartDates,
		"TaskEndDate",
		// The end date is calculated by adding the task's duration in months to its start date.
		EDATE([TaskStartDate], [Duration])
		)

		// Return the final table, selecting only the necessary columns
		RETURN
		SELECTCOLUMNS(
		TasksWithBothDates,
		"Title", [title],
		"Primary Resource", [Primary Resource],
		"Rank", [Rank],
		"Duration", [Duration],
		"StartDate", [TaskStartDate],
		"EndDate", [TaskEndDate]
		)

f_o/SQL/display_estimate_as_scehdule_spendplan.sql

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		/*CREATE OR REPLACE VIEW f_o_itsd_estimate.v_ian_duration
		AS WITH wo_team_count AS (
		SELECT count(r_1.resource_id) AS team_count,
		p_1.project_team_id,
		w_1.workorder_id,
		w_1.title
		FROM f_o_itsd_estimate.workorders w_1
		JOIN f_o_itsd_estimate.project_team p_1 ON w_1.workorder_id = p_1.workorder_id
		JOIN f_o_itsd_estimate.project_team_members ptm_1 ON ptm_1.project_team_id = p_1.project_team_id
		JOIN f_o_itsd_estimate.resources r_1 ON r_1.resource_id = ptm_1.resource_id
		GROUP BY p_1.project_team_id, w_1.workorder_id
		)
		SELECT DISTINCT w.internal_order_number,
		w.title,
		rp.description,
		(wtc.team_count * rp.def_duration_mo)::numeric * p.percent_commit / 12::numeric AS estimated_fte_months,
		wtc.team_count::numeric * (100::numeric - rp.parallelism) / 100::numeric * rp.def_duration_mo::numeric AS task_duration
		FROM f_o_itsd_estimate.resource_pools rp
		JOIN f_o_itsd_estimate.resources r ON rp.resource_pool_id = r.resource_pool_id
		JOIN f_o_itsd_estimate.project_team_members ptm ON ptm.resource_id = r.resource_id
		JOIN f_o_itsd_estimate.project_team p ON ptm.project_team_id = p.project_team_id
		JOIN f_o_itsd_estimate.workorders w ON w.workorder_id = p.workorder_id
		JOIN wo_team_count wtc ON wtc.workorder_id = w.workorder_id AND wtc.project_team_id = p.project_team_id;

		*/
		/*CREATE OR REPLACE VIEW f_o_isg.vext_task_duration
		AS SELECT vid.title,
		round(vid.estimated_fte_months, 1) AS estimated_fte_months,
		round(vid.estimated_fte_months * 160::numeric, 1) AS estimated_hours,
		vid.task_duration AS def_task_dur_mo,
		vid.task_duration * 20::numeric AS def_task_dur_days
		FROM f_o_isg.v_ian_duration vid;
		*/

		/* Functions */
		CREATE OR REPLACE FUNCTION fo_itsd_estimate.generate_mondays(start_date date, end_date date)
		RETURNS TABLE(monday_date date)
		LANGUAGE plpgsql
		AS $function$
		DECLARE
		the_date DATE;
		BEGIN
		IF start_date IS NULL OR end_date IS NULL THEN
		RETURN;
		END IF;

		IF start_date > end_date THEN
		RAISE EXCEPTION 'Start date (%) cannot be after end date (%)', start_date, end_date;
		END IF;

		the_date := start_date + (1 - EXTRACT(DOW FROM start_date))::INTEGER * INTERVAL '1 day';

		WHILE the_date <= end_date LOOP
		monday_date := the_date;
		RETURN NEXT;
		the_date := the_date + INTERVAL '7 days';
		END LOOP;

		RETURN;
		END;
		$function$
		;

		CREATE OR REPLACE FUNCTION fo_itsd_estimate.get_pals_report_date(start_date date)
		RETURNS date
		LANGUAGE plpgsql
		AS $function$
		DECLARE
		sunday_date DATE;
		pals_date DATE;
		BEGIN
		-- IF start_date IS NULL THEN
		-- RETURN;
		-- END IF;

		sunday_date := start_date + (0 - EXTRACT(DOW FROM start_date))::INTEGER * INTERVAL '1 day';
		pals_date := sunday_date + INTERVAL '7 days';
		raise notice 'Start Date: %', start_date;
		raise notice 'Sunday Date: %', sunday_date;
		raise notice 'PALS Weekend Date: %', pals_date ;

		RETURN pals_date;
		END;
		$function$
		;

		CREATE OR REPLACE FUNCTION fo_itsd_estimate.generate_pals_date(start_date date, end_date date)
		RETURNS TABLE(monday_date date)
		LANGUAGE plpgsql
		AS $function$
		DECLARE
		the_date DATE;
		BEGIN
		IF start_date IS NULL OR end_date IS NULL THEN
		RETURN;
		END IF;

		IF start_date > end_date THEN
		RAISE EXCEPTION 'Start date (%) cannot be after end date (%)', start_date, end_date;
		END IF;

		the_date := start_date + (0 - EXTRACT(DOW FROM start_date))::INTEGER * INTERVAL '1 day';

		WHILE the_date <= end_date LOOP
		monday_date := the_date;
		RETURN NEXT;
		the_date := the_date + INTERVAL '7 days';
		END LOOP;

		RETURN;
		END;
		$function$
		;

		/* Views */


		-- Activity Schedule
		create or replace view fo_itsd_estimate.vext_activity_schedule as
		with actvity_dates as
		(
		select min(start_date) start_date, max(end_date) - min(start_date) duration, activity_id from
		fo_itsd_estimate.task_details
		group by activity_id
		)
		select activity_description, start_date, duration
		from actvity_dates ad
		inner join
		fo_itsd_estimate.activities a
		on a.activity_id = ad.activity_id;


		-- Task Schedule

		create or replace view fo_itsd_estimate.vext_task_schedule as
		with actvity_dates as
		(
		select start_date, end_date - start_date duration, task_id, activity_id from
		fo_itsd_estimate.task_details
		group by task_id
		)
		select activity_description, task_description, ad.start_date, duration
		from actvity_dates ad
		inner join
		fo_itsd_estimate.activities a
		on a.activity_id = ad.activity_id
		inner join fo_itsd_estimate.task_details td
		on ad.activity_id = td.activity_id;


		-- Generate the Spending Plan

		-- Totol FTEs/Hours per employee over project lifecycle
		create or replace view fo_itsd_estimate.vint_spend_rate as
		with fte_inputs as
		(
		select max(end_date) - min(start_date) as duration, sum(hours) as total_hours, resource_id from
		fo_itsd_estimate.task_details td
		group by resource_id
		)
		select resource_id, round(total_hours::numeric/1980,1)::numeric as ftes, round(total_hours::numeric/(duration::numeric/7),0) hrs_wk, total_hours, duration/7 weeks from fte_inputs;

		--Calculate for the task level
		create or replace view fo_itsd_estimate.vint_spend_rate_task as
		with fte_inputs as
		(
		select max(end_date) - min(start_date) as duration, sum(hours) as total_hours, resource_id, task_id from
		fo_itsd_estimate.task_details td
		group by resource_id, task_id
		)
		select resource_id, task_id, round(total_hours::numeric/1980,1)::numeric as ftes, round(total_hours::numeric/(duration::numeric/7),0) hrs_wk, total_hours, duration/7 weeks from fte_inputs;

		-- Same at Activity level
		drop view fo_itsd_estimate.vint_spend_rate_activity;
		create or replace view fo_itsd_estimate.vint_spend_rate_activity as
		with fte_inputs as
		(
		select max(end_date) - min(start_date) as duration, min(start_date) start_date, max(end_date) end_date, sum(hours) as total_hours, resource_id, activity_id from
		fo_itsd_estimate.task_details td
		group by resource_id, activity_id
		)
		select resource_id, activity_id,
		start_date,
		end_date,
		coalesce(round(total_hours::numeric/1980,2)::numeric, 0.05) as res_activity_fte,
		coalesce(round(total_hours::numeric/(duration::numeric/7),2), 0.5) hrs_wk,
		total_hours,
		duration/7 weeks
		from fte_inputs;




		-- Using the task start / end dates and hours assigned, generate the hours / week by employee
		CREATE OR REPLACE VIEW fo_itsd_estimate.v_labor_plan_data
		AS SELECT sp.the_date,
		sp.full_name,
		sum(sp.res_activity_fte) AS fte
		FROM ( SELECT fo_itsd_estimate.generate_pals_date(ftes.start_date, ftes.end_date) AS the_date,
		full_name,
		ftes.res_activity_fte,
		(ftes.res_activity_fte * 40::numeric)::numeric + (ftes.res_activity_fte * 40::numeric)::double precision * td.contingency_percent AS weekly_labor
		FROM fo_itsd_estimate.vint_spend_rate_activity ftes
		JOIN fo_itsd_estimate.task_details td ON td.resource_id = ftes.resource_id AND td.activity_id = ftes.activity_id
		JOIN fo_itsd_estimate.resources pt ON ftes.resource_id = pt.resource_id
		GROUP BY full_name, ftes.res_activity_fte, td.contingency_percent, ftes.start_date, ftes.end_date) sp
		WHERE sp.res_activity_fte > 0::numeric
		GROUP BY sp.the_date, sp.full_name
		ORDER BY sp.the_date, sp.full_name;