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Customer Order Annual Overview

This query shows an overview of a customer’s orders by processing method, financial status, discount codes, and total discount derived from Shopify data.

Related Integrations: All Integrations / Shopify
SELECT
  soc.first_name || ' ' || soc.last_name AS "customer",
  soc.email,
  SUM(so.total_discounts) AS "total_discounts",
  LISTAGG(distinct sodc.code, ', ') AS "discount_codes",
  COUNT(*) AS "total_orders",
  COUNT(CASE WHEN so.processing_method = 'checkout' THEN 1 END) AS "checkout",
  COUNT(CASE WHEN so.processing_method = 'direct' THEN 1 END) AS "direct",
  COUNT(CASE WHEN so.processing_method = 'manual' THEN 1 END) AS "manual",
  COUNT(CASE WHEN so.processing_method = 'offsite' THEN 1 END) AS "offsite",
  COUNT(CASE WHEN so.processing_method = 'express' THEN 1 END) AS "express",
  COUNT(CASE WHEN so.processing_method = 'free' THEN 1 END) AS "free",
  COUNT(CASE WHEN so.financial_status = 'pending' THEN 1 END) AS "pending",
  COUNT(CASE WHEN so.financial_status = 'authorized' THEN 1 END) AS "authorized",
  COUNT(CASE WHEN so.financial_status = 'partially_paid' THEN 1 END) AS "partially_paid",
  COUNT(CASE WHEN so.financial_status = 'paid' THEN 1 END) AS "paid",
  COUNT(CASE WHEN so.financial_status = 'partially_refunded' THEN 1 END) AS "partially_refunded",
  COUNT(CASE WHEN so.financial_status = 'refunded' THEN 1 END) AS "refunded",
  COUNT(CASE WHEN so.financial_status = 'voided' THEN 1 END) AS "voided"
FROM
  public.shopify_orders so
LEFT JOIN
  public.shopify_orders_customer soc
  ON soc.shopify_orders_id = so.id
LEFT JOIN
  public.shopify_orders_discount_codes sodc
  ON sodc.shopify_orders_id = so.id
WHERE
  DATE_TRUNC('year', so."created_at") = DATE_TRUNC('year', CURRENT_DATE)
  AND customer IS NOT NULL
  AND soc.email IS NOT NULL
GROUP BY
    1,
    2
ORDER BY
    total_orders DESC

Query Results Dictionary

Column Description
customer Customer’s Full Name
email Customer’s email
total_discounts total discount amount from all orders
discount_codes comma-separated list of all discount codes used
total_orders total order count
checkout Order Count under the processing method “checkout”
direct Order Count under the processing method “direct”
manual Order Count under the processing method “manual”
offsite Order Count under the processing method “offsite”
express Order Count under the processing method “express”
free Order Count with the financial status “free”
pending Order Count with the financial status “pending”
authorized Order Count with the financial status “authorized”
partially_paid Order Count with the financial status “partially_paid”
paid Order Count with the financial status “paid”
partially_refunded Order Count with the financial status “partially_refunded”
refunded Order Count with the financial status “refunded”
voided Order Count with the financial status “voided”

Requirements:

Collect the Orders Resource with the Panoply Shopify data source. This will create sub-tables for the Customer and Discount Codes data.

Usage:

This query can be displayed in a tabular form to display the order pattern of the customer.

Modifications:

The table in the FROM might need to be changed based on Schema and Destination settings in the data source. The Date Range Filter using the created_at in the WHERE clause can be changed.