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Feature: Add Quickstart Model Counts to README #24

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6 changes: 6 additions & 0 deletions CHANGELOG.md
Original file line number Diff line number Diff line change
@@ -1,3 +1,9 @@
# dbt_lever version.version

## Documentation
- Added Quickstart model counts to README. ([#24](https://github.com/fivetran/dbt_lever/pull/24))
- Corrected references to connectors and connections in the README. ([#24](https://github.com/fivetran/dbt_lever/pull/24))

# dbt_lever v0.7.0
[PR #21](https://github.com/fivetran/dbt_lever/pull/21) includes the following updates:
## Features
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14 changes: 8 additions & 6 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -13,7 +13,7 @@
# Lever Transformation dbt Package ([Docs](https://fivetran.github.io/dbt_lever/))
## What does this dbt package do?
- Produces modeled tables that leverage Lever data from [Fivetran's connector](https://fivetran.com/docs/applications/lever) in the format described by [this ERD](https://fivetran.com/docs/applications/lever#schemainformation) and builds off the output of our [Lever source package](https://github.com/fivetran/dbt_lever_source).
> NOTE: If your Lever connector was created [prior to July 2020](https://fivetran.com/docs/applications/lever/changelog) or still uses the Candidate endpoint, you must fully re-sync your connector or set up a new connector to use Fivetran's Lever dbt packages.
> NOTE: If your Lever connection was created [prior to July 2020](https://fivetran.com/docs/applications/lever/changelog) or still uses the Candidate endpoint, you must fully re-sync your connection or set up a new connection to use Fivetran's Lever dbt packages.

- Enables you to understand trends in recruiting, interviewing, and hiring at your company. It also provides recruiting stakeholders with information about individual opportunities, interviews, and jobs. It achieves this by:
- Enriching the core opportunity, interview, job posting, and requisition tables with relevant pipeline data and metrics
Expand All @@ -34,14 +34,16 @@ The following table provides a detailed list of all tables materialized within t
| [lever__requisition_enhanced](https://fivetran.github.io/dbt_lever/#!/model/model.lever.lever__requisition_enhanced) | Each record represents a unique job requisition, enriched with information about the requisition's hiring manager, owner, offers extended, and associated job postings. |
| [lever__opportunity_stage_history](https://fivetran.github.io/dbt_lever/#!/model/model.lever.lever__opportunity_stage_history) | Each record represents a stage that an opportunity has advanced to. Includes data about the time spent in each stage, the application source, the hiring manager, and the opportunity's owner, as well as the job's team, location, and department. |

### Materialized Models
Each Quickstart transformation job run materializes 53 models if all components of this data model are enabled. This count includes all staging, intermediate, and final models materialized as `view`, `table`, or `incremental`.
<!--section-end-->

## How do I use the dbt package?

### Step 1: Prerequisites
To use this dbt package, you must have the following:

- At least one Fivetran Lever connector syncing data into your destination.
- At least one Fivetran Lever connection syncing data into your destination.
- A **BigQuery**, **Snowflake**, **Redshift**, **PostgreSQL**, or **Databricks** destination.

### Step 2: Install the package
Expand All @@ -64,7 +66,7 @@ vars:
lever_schema: your_schema_name
```
### Step 4: Disable models for non-existent sources
Your Lever connector might not sync every table that this package expects. If your syncs exclude certain tables, it is because you either don't use that functionality in Lever or have actively excluded some tables from your syncs. To disable the corresponding functionality in the package, you must set the relevant config variables to `false`. By default, all variables are set to `true`. Alter variables for only the tables you want to disable:
Your Lever connection might not sync every table that this package expects. If your syncs exclude certain tables, it is because you either don't use that functionality in Lever or have actively excluded some tables from your syncs. To disable the corresponding functionality in the package, you must set the relevant config variables to `false`. By default, all variables are set to `true`. Alter variables for only the tables you want to disable:

```yml
# dbt_project.yml
Expand Down Expand Up @@ -114,7 +116,7 @@ vars:
```

### Leveraging Legacy Connector Table Names
For Fivetran Lever connectors created on or after July 27, 2024, the `USER` and `INTERVIEWER_USER` source tables have been renamed to `USERS` and `INTERVIEW_USER`, respectively. This package now prioritizes the `USERS` and `INTERVIEW_USER` tables if available, falling back to `USER` and `INTERVIEWER_USER` if not.
For Fivetran Lever connections created on or after July 27, 2024, the `USER` and `INTERVIEWER_USER` source tables have been renamed to `USERS` and `INTERVIEW_USER`, respectively. This package now prioritizes the `USERS` and `INTERVIEW_USER` tables if available, falling back to `USER` and `INTERVIEWER_USER` if not.

If you have both tables in your schema and would like to specify this package to leverage the `USER` and/or `INTERVIEWER_USER` tables, you can set the variables `lever__using_users` and/or `lever__using_interview_user` to false in your `dbt_project.yml`.

Expand All @@ -124,8 +126,8 @@ vars:
lever__using_interview_user: false # Default is true to use INTERVIEW_USER. Set to false to use INTERVIEWER_USER.
```

### Union multiple connectors
If you have multiple lever connectors in Fivetran and would like to use this package on all of them simultaneously, we have provided functionality to do so. The package will union all of the data together and pass the unioned table into the transformations. You will be able to see which source it came from in the `source_relation` column of each model. To use this functionality, you will need to set either the `lever_union_schemas` OR `lever_union_databases` variables (cannot do both) in your root `dbt_project.yml` file:
### Union multiple connections
If you have multiple lever connections in Fivetran and would like to use this package on all of them simultaneously, we have provided functionality to do so. The package will union all of the data together and pass the unioned table into the transformations. You will be able to see which source it came from in the `source_relation` column of each model. To use this functionality, you will need to set either the `lever_union_schemas` OR `lever_union_databases` variables (cannot do both) in your root `dbt_project.yml` file:

```yml
vars:
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