datalakehouse / dlh-quickbooks-analytics-dbt

DataLakeHouse.io Quickbooks Analytics Superior Opinionated Analytics

QuickBooks Online (QBO) package

This dbt package:

• Contains a DBT dimensional model based on QuickBooks Online (QBO) data from DataLakeHouse.io connector.
• The main use of this package is to provide a stable Snowflake dimensional model that will provide useful insights.

Models

The primary ouputs of this package are fact and dimension tables as listed below. There are several intermediate models used to create these models. Documentation can be found here.

Type	Model	Raw tables involved
Dimension	W_QKB_ACCOUNTS_D	ACCOUNT
Dimension	W_QKB_CURRENCY_D	Manually built
Dimension	W_QKB_CLASS_D	CLASS
Dimension	W_QKB_CUSTOMERS_D	CUSTOMER
Dimension	W_QKB_CURRENCY_D	Manually built
Dimension	W_QKB_DATE_D	Manually built
Dimension	W_QKB_EMPLOYEES_D	EMPLOYEE
Dimension	W_QKB_ITEMS_D	ITEM
Dimension	W_QKB_TERM_D	TERM
Fact	W_QKB_VENDORS_D	TERM VENDOR
Fact	W_QKB_BILLS_F	BILL BILL_LINE BILL_LINKED_TXN BILL_PAYMENT BILL_PAYMENT_LINE
Fact	W_QKB_PAYMENTS_F	PAYMENT PAYMENT_LINE
Fact	W_QKB_INVOICES_F	INVOICE INVOICE_LINKED_TXN INVOICE_LINE_BUNDLE INVOICE_LINE
Fact	W_QKB_PURCHASES_F	PURCHASE PURCHASE_LINE

ERD of Dimensional Model

Data Lineage Graph

Installation Instructions

Check dbt Hub for the latest installation instructions, or read the docs for more information on installing packages.

Include in your packages.yml

packages:
  - package: datalakehouse/dlh_quickbooks
    version: [">=0.1.0"]

Configuration

By default, this package uses DEVELOPER_SANDBOX as the source database name and DEMO_QUICKBOOKS as schema name. If this is not the where your Salesforce data is, change ther below variables configuration on your dbt_project.yml:

# dbt_project.yml

...

vars:    
    source_database: DEVELOPER_SANDBOX
    source_schema: DEMO_QUICKBOOKS
    target_schema: QUICKBOOKS

Database support

Core:

• Snowflake

Contributions

Additional contributions to this package are very welcome! Please create issues or open PRs against main. Check out this post on the best workflow for contributing to a package.

• Fork and ⭐ this repository :)
• Check it out and ⭐ the DataLakeHouse.io core repository;