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Merge pull request #88 from fivetran/release/v0.8.2
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Release/v0.8.2
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fivetran-catfritz authored Jun 12, 2023
2 parents 999d8d9 + 2d777f1 commit d517fb0
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14 changes: 10 additions & 4 deletions CHANGELOG.md
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# dbt_salesforce_formula_utils v0.UPDATE.UPDATE
# dbt_salesforce_formula_utils v0.8.2
## Features
- Clarify Step 5 of the README that `sfdc_exclude_formulas` works only with Options 2 and 3. ([#88](https://github.com/fivetran/dbt_salesforce_formula_utils/pull/88))

## Under the Hood:
- Renamed macro filename from `sfdc_current_formula_fields` to `sfdc_current_formula_values` to be consistent with its macro name. ([#86](https://github.com/fivetran/dbt_salesforce_formula_utils/pull/86))
- Incorporated the new `fivetran_utils.drop_schemas_automation` macro into the end of each Buildkite integration test job. ([#82](https://github.com/fivetran/dbt_salesforce_formula_utils/pull/82))
- Updated the pull request [templates](/.github). ([#82](https://github.com/fivetran/dbt_salesforce_formula_utils/pull/82))

## Under the Hood:
## Contributors:
- [@duncan771](https://github.com/duncan771) ([#86](https://github.com/fivetran/dbt_salesforce_formula_utils/pull/86))

- Incorporated the new `fivetran_utils.drop_schemas_automation` macro into the end of each Buildkite integration test job.
- Updated the pull request [templates](/.github).
# dbt_salesforce_formula_utils v0.8.1

## Features
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16 changes: 10 additions & 6 deletions README.md
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Expand Up @@ -114,15 +114,19 @@ source dbt_modules/salesforce_formula_utils/sfdc_formula_model_automation.sh "..

> Note: In order for this command to work, you must currently be within the root directory of your dbt project.

## Step 5: Exclude problematic formula fields
The `sfdc_formula_view` macro has been created to support double-nested formula field references for most cases using Option #1, however, never if using Options #2 or #3. For example:
- :white_check_mark: : A formula field references standard fields from the base Salesforce table.
- :white_check_mark: : A formula field references another formula field that does **not** reference other formula fields.
## Step 5: Exclude problematic formula fields (for Option #2 or #3)
The `sfdc_formula_view` macro supports double-nested formula field references for most cases using Option #1, however, it does not support Options #2 or #3.

The `sfdc_formula_view` macro may be able to support some cases of n-nested formula field references if using Option #1 above, however, never if using Options #2 or #3. For example:
For example:
- : A formula field references standard fields from the base Salesforce table.
- : A formula field references another formula field that does **not** reference other formula fields.

The `sfdc_formula_view` macro may support some cases of n-nested formula field references using Option #1, however, it does not support Options #2 or #3.

For example:
- 🚧 : A formula field references another formula field that references another formula field (and so on...).

If you have a formula field that is double-nested or is otherwise not compiling, exclude it from all your models by setting the `sfdc_exclude_formulas` variable within your root `dbt_project.yml` file. Configure this variable as a set of all the fields you would like to exclude from all models. See below for an example:
When using Options #2 or #3 with a formula field that is double-nested or is otherwise not compiling, exclude it from all your models by setting the `sfdc_exclude_formulas` variable within your root `dbt_project.yml` file. Configure this variable as a set of all the fields you would like to exclude from all models. This is for Options #2 or #3 only and will *not* work with Option 1. See below for an example:
```yml
vars:
sfdc_exclude_formulas: ('field_that_references_other_formula','other_triple_ref_field','field_i_just_dont_want')
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2 changes: 1 addition & 1 deletion dbt_project.yml
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name: 'salesforce_formula_utils'
version: '0.8.1'
version: '0.8.2'
config-version: 2
require-dbt-version: [">=1.3.0", "<2.0.0"]
2 changes: 1 addition & 1 deletion integration_tests/dbt_project.yml
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name: 'salesforce_formula_integration_tests'
version: '0.8.1'
version: '0.8.2'
profile: 'integration_tests'
config-version: 2
vars:
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