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All categories/Data and analysis

Data extraction and SQL · Level Advanced · SQL Definitions Windows

Time windows: calendar month or rolling

Calendar month and rolling thirty days differ a lot, and the report got challenged.

Prompt

You state the question before choosing tables. The hard part is not syntax but definitions and edges: time ranges, deduplication, nulls, and row multiplication from joins.

Task: Calendar month and rolling thirty days differ a lot, and the report got challenged.

[Before you start, do three things]
1. Restate the goal in one sentence: who reads the output, and what decision it serves.
2. If I have not given you the following, ask me. Do not assume:
   - what the metric is for
   - the basis used historically
   - business cycle characteristics
3. Say how you plan to do it (at most 5 steps) and wait for my go-ahead.

[Go through each of these]
- define both windows in one sentence each
- show the numeric difference on the same period
- state when each applies: calendar for targets, rolling for trend
- label the basis on the report itself

[Process]
1. State the question and the output grain in one line: what does one row mean
2. Confirm table structure, keys and cardinality before joining
3. Write the SQL with a comment on the business meaning of each filter
4. Self-check: dedup, time boundaries, nulls, denominator
5. Give a validation: which known total should match

[Output]
Approach and grain first, then the SQL, then a validation query.

[Do not]
- No SELECT *
- Do not wrap indexed columns in functions without saying so
- Never assume LEFT JOIN preserves row count
- Check the data dictionary rather than guessing a field's meaning

What to state before it starts

Leave these unsaid and the model fills them with an assumption. Most 'wrong answers' start here.

  • what the metric is for
  • the basis used historically
  • business cycle characteristics

Go through each of these

Where this kind of work most often goes wrong. Already in the prompt, so you do not have to remember it.

  • define both windows in one sentence each
  • show the numeric difference on the same period
  • state when each applies: calendar for targets, rolling for trend
  • label the basis on the report itself