- Added Quickstart model counts to README. (#19)
- Corrected references to connectors and connections in the README. (#19)
PR #18 includes the following updates:
- Removed
zuora__line_item_enhanced
from the publicquickstart.yml
models, as it's disabled by default.
- Moved badges at top of the README below the H1 header to be consistent with popular README formats.
PR #13 includes the following breaking changes:
- Addition of the
zuora__line_item_enhanced
model. This model constructs a comprehensive, denormalized analytical table that enables reporting on key revenue, subscription, customer, and product metrics from your billing platform. It’s designed to align with the schema of the*__line_item_enhanced
model found in Zuora, Recharge, Stripe, Shopify, and Recurly, offering standardized reporting across various billing platforms. To see the kinds of insights this model can generate, explore example visualizations in the Fivetran Billing Model Streamlit App. Visit the app for more details.- This model is currently disabled by default. You may enable it by setting the
zuora__standardized_billing_model_enabled
astrue
in yourdbt_project.yml
.
- This model is currently disabled by default. You may enable it by setting the
- Updated the pull request templates.
- Included auto-releaser GitHub Actions workflow to automate future releases.
PR #10 includes the following breaking changes:
- Updated
zuora__line_item_history
so that alltax_amount_home_currency
values associated with a giveninvoice_item_id
are summed rather than simply joined. This ensures the grain for this model is kept at theinvoice_item_id
level. - Updated surrogate key
subscription_key
inzuora__subscription_overview
to includeamendment_id
. This accounts for multiple amendments associated with the same record.
PR #8 includes the following breaking changes:
- Redesigned
zuora__billing_history
soinvoice_id
was the actual grain, accounting for the cases when invoices can be tied to multiple credit balance adjustments and payments. This required the following steps:- All metrics associated with
credit_balance_adjustment_id
inint_zuora__billing_enriched
were aggregated on the invoice level (number of credit balance adjustments,total credit balance amount in home currency, first and last dates of credit balance adjustments on the invoice). Fields associated with an individualcredit_balance_adjustment_id
were removed. - All metrics associated with
payment_id
inint_zuora__billing_enriched
were aggregated on the invoice level (number of payments, total payment amount in home currency, first and last dates of payments on the invoice). Fields associated with an individualpayment_id
were removed. - Aggregated count of
payment_method_id
to gather a count of payment methods on each invoice. - A full list of field changes in
zuora__billing_history
is provided below:
- All metrics associated with
Zuora__billing_history updates | Field changes |
---|---|
Added payment fields | payments , first_payment_date , most_recent_payment_date , payment_methods |
Modified payment fields (aggregated line items) | invoice_amount_unpaid_home_currency |
Removed payment fields | payment_id , payment_number , payment_date , payment_status , payment_type |
Added credit balance adjustment fields | credit_balance_adjustments , first_credit_balance_adjustment_date , most_recent_credit_balance_adjustment_date |
Modified credit balance adjustment fields (aggregated line items) | credit_balance_adjustment_amount_home_currency |
Removed credit balance adjustment fields | credit_balance_adjustment_id , credit_balance_adjustment_number , credit_balance_adjustment_reason_code , credit_balance_adjustment_date |
Added payment method fields | payment_methods |
Removed payment method fields | payment_method_id , payment_method_type , payment_method_subtype , is_payment_method_active |
- Updated yml of
zuora__billing_history
with aggregated fields, and removed non-aggregated fields associated with credit balance adjustments, payments, and payment methods. - Modified
int_zuora__account_enriched
to account for new aggregated metric fields being pulled fromzuora__billing_history
.
- Updated seed files in
integration_tests
to reproduce the initialinvoice_id
uniqueness test issue for multiple credit balance adjustments and payments for one invoice.
🎉 This is the initial release of this package! 🎉
- Produces modeled tables that leverage Zuora data from Fivetran's connector in the format described by this ERD and build off the output of our Zuora source package.
- The above mentioned models enable you to better understand your Zuora performance metrics at different granularities. It achieves this by:
- Providing intuitive reporting at the account and the subscription levels.
- Creates a billing history model at the invoice level and a line item history model to evaluate data at the invoice item level.
- Builds a daily overview of account balance activity using the billing history data.
- Generates a monthly recurring revenue table at the account level.
- A churn analysis model is also available in the analysis folder to evaluate account churn at the monthly level. More details area available in the DECISIONLOG.
- Generates a comprehensive data dictionary of your source and modeled Zuora data through the dbt docs site.
For more information, refer to the README.