2019-08-19 Meeting notes

Abe

• Continued Looker UAT coordination for CoreValue Reporting Migration Project

• Real Estate Sales Ops Looker development - weekly meetings with Matt and Will to make sure their needs are being met; committed time to collaborate

  • Completed Financial revenue data model with accounting periods (time)

  • In progress: derived table for automated comparison against budget (static table for now)

    • Done: Revenue, Budget, Revenue vs Budget delta, aggregated budget, aggregated delta, % delta, % delta aggregate

    • In progress: year-over-year comparison of revenue

  • Next steps: collaborate with Elisa on automating the Budget out of netsuite; currently budget is a static table that I uploaded in Snowflake (thanks again to Frank for restoring some rights for me)

  • backlog:

    • troubleshooting outlook meeting sync with NetSuite in Looker