Обсуждение: Query design assistance - getting daily totals

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Query design assistance - getting daily totals

От
Paul Lambert
Дата:
I have a table of account balances as at the end of a working day and 
want to from that, calculate daily total figures.

Eg, let's say I have a table structure of:
year_id integer
month_id integer
working_day integer
account integer
account_balance numeric(19,4)

Example data might be something like
2007,12,1,1,100.00
2007,12,2,1,200.00
2007,12,3,1,250.00
2007,12,4,1,500.00
2007,12,5,1,575.00

I want to construct a query that will give me the daily balances from 
this information, so I would be presented with something like:
2007,12,1,1,100.00
2007,12,2,1,100.00
2007,12,3,1,50.00
2007,12,4,1,250.00
2007,12,5,1,75.00

I figure there's a couple of ways I could do it...
Firstly, build a complicated nested select where the lower level gets 
the main data, then the outer select joins it on itself where the 
working_day is equal to the working_day-1 from the nested query and then 
wrap that in another select that calculates the difference in the 
account_balance column from both.
The second option I think would be to create a function whereby I pass 
it the primary key fields (year_id,month_id,working_day,account) and 
have it do two selects and work out the difference.

I suspect the second option would be more efficient than the first, and 
probably easier to implement since it would be easier to handle 
cross-month boundaries, i.e. day 1's daily total will be the amount on 
that day minus the amount of the final day in the previous month - but 
does anyone have any alternate suggestions that would be better still?

Cheers,
Paul.

--
Paul Lambert
Database Administrator
AutoLedgers



Re: Query design assistance - getting daily totals

От
"A. Kretschmer"
Дата:
am  Wed, dem 12.12.2007, um 10:34:35 +0900 mailte Paul Lambert folgendes:
> I have a table of account balances as at the end of a working day and 
> want to from that, calculate daily total figures.
> 
> Eg, let's say I have a table structure of:
> year_id integer
> month_id integer
> working_day integer

Why this broken data types? We have date and timestamp[tz].


> I suspect the second option would be more efficient than the first, and 
> probably easier to implement since it would be easier to handle 
> cross-month boundaries, i.e. day 1's daily total will be the amount on 
> that day minus the amount of the final day in the previous month - but 
> does anyone have any alternate suggestions that would be better still?

Yes, i would also write a similar function. And if you have proper
datatypes it would be simpler to calculate the previous date and you can
use a proper index on the date column. 

Andreas
-- 
Andreas Kretschmer
Kontakt:  Heynitz: 035242/47150,   D1: 0160/7141639 (mehr: -> Header)
GnuPG-ID:   0x3FFF606C, privat 0x7F4584DA   http://wwwkeys.de.pgp.net


Re: Query design assistance - getting daily totals

От
Paul Lambert
Дата:
A. Kretschmer wrote:
> am  Wed, dem 12.12.2007, um 10:34:35 +0900 mailte Paul Lambert folgendes:
>> year_id integer
>> month_id integer
>> working_day integer
> 
> Why this broken data types? We have date and timestamp[tz].
> 
> 

It's a financial application which needs to work using a concept of 
'financial periods' which may not necessarily correspond to calendar 
months and it's much easier to manage in this way than it is to merge it 
all together using a date field. Eg, 1st January may actually be the 
15th 'working day' of the 9th 'financial period' - however looking at 
just a date of jan-1 there is no way of knowing this and it's the 
periods that matter more so than the actual date.

I've given the function method a try and it looks to work efficiently 
enough.

P.

-- 
Paul Lambert
Database Administrator
AutoLedgers - A Reynolds & Reynolds Company


Re: Query design assistance - getting daily totals

От
"A. Kretschmer"
Дата:
am  Wed, dem 12.12.2007, um 15:39:48 +0900 mailte Paul Lambert folgendes:
> A. Kretschmer wrote:
> >am  Wed, dem 12.12.2007, um 10:34:35 +0900 mailte Paul Lambert folgendes:
> >>year_id integer
> >>month_id integer
> >>working_day integer
> >
> >Why this broken data types? We have date and timestamp[tz].
> >
> >
> 
> It's a financial application which needs to work using a concept of 
> 'financial periods' which may not necessarily correspond to calendar 
> months and it's much easier to manage in this way than it is to merge it 

Ahh, thanks for the explanation.


Andreas
-- 
Andreas Kretschmer
Kontakt:  Heynitz: 035242/47150,   D1: 0160/7141639 (mehr: -> Header)
GnuPG-ID:   0x3FFF606C, privat 0x7F4584DA   http://wwwkeys.de.pgp.net


Re: Query design assistance - getting daily totals

От
"Scott Marlowe"
Дата:
On Dec 12, 2007 12:39 AM, Paul Lambert <paul.lambert@reynolds.com.au> wrote:
> A. Kretschmer wrote:
> > am  Wed, dem 12.12.2007, um 10:34:35 +0900 mailte Paul Lambert folgendes:
> >> year_id integer
> >> month_id integer
> >> working_day integer
> >
> > Why this broken data types? We have date and timestamp[tz].
> >
> >
>
> It's a financial application which needs to work using a concept of
> 'financial periods' which may not necessarily correspond to calendar
> months and it's much easier to manage in this way than it is to merge it
> all together using a date field. Eg, 1st January may actually be the
> 15th 'working day' of the 9th 'financial period' - however looking at
> just a date of jan-1 there is no way of knowing this and it's the
> periods that matter more so than the actual date.

I'm not sure that really justifies your method though.  Not saying
"you're doing it wrong" so much as I'm not sure the way you're doing
it makes it any easier to keep track of certain periods.  Any method
you would use to pick rows with the disjointed dates could be applied
to date and / or timestamp types as easily, and with some functional
indexes on the date / timestamp columns you could easily select
periods quickly as well.

Just saying.


Re: Query design assistance - getting daily totals

От
"Rodrigo De León"
Дата:
On Dec 12, 2007 1:39 AM, Paul Lambert <paul.lambert@reynolds.com.au> wrote:
> It's a financial application which needs to work using a concept of
> 'financial periods' which may not necessarily correspond to calendar
> months and it's much easier to manage in this way than it is to merge it
> all together using a date field. Eg, 1st January may actually be the
> 15th 'working day' of the 9th 'financial period' - however looking at
> just a date of jan-1 there is no way of knowing this and it's the
> periods that matter more so than the actual date.

I think what you need is a Calendar Table to "map" actual dates to
"buckets" e.g. 'financial periods', etc. See:

http://codeinet.blogspot.com/2006/08/auxiliary-calendar-table-for-sql.html


Re: Query design assistance - getting daily totals

От
Steve Midgley
Дата:
Hi,

Rodrigo is exactly right in my opinion. To provide a little more info 
on this calendar or day dimension idea..

You can create, for example, a time table dimension which stores every 
day of every year as a unique record (for as far into the future as you 
need). You can then associate various attributes to each day, depending 
on your business needs like so:

id|datetime|is_business_day|is_weekday|is_fed_holiday

Of course it's not normalized but that's the point. You then just store 
the id in various places and it's easy to join back to this table and 
figure out if a particular day has an attribute you're interested in 
(or you can find the id's for all the days which have a particular 
attribute for a given date range - to go the other direction, for 
example).

You can get more on this type of thinking from the most excellent 
resource by Ralph Kimball "The Data Warehouse Toolkit: The Complete 
Guide to Dimensional Modeling (Second Edition)" - this book did more to 
open my eyes to alternative to traditional "normalized" modeling than 
anything else. It also made me feel less guilty about building certain 
non-normal structures. :)

I hope that's helpful..

Steve

At 12:21 PM 12/13/2007, pgsql-sql-owner@postgresql.org wrote:
>Date: Wed, 12 Dec 2007 14:53:08 -0500
>From: "Rodrigo De León" <rdeleonp@gmail.com>
>To: "Paul Lambert" <paul.lambert@reynolds.com.au>
>Cc: pgsql-sql@postgresql.org
>Subject: Re: Query design assistance - getting daily totals
>Message-ID: 
><a55915760712121153x5c9a10a1s89c737a44e4eb149@mail.gmail.com>
>
>On Dec 12, 2007 1:39 AM, Paul Lambert <paul.lambert@reynolds.com.au> 
>wrote:
> > It's a financial application which needs to work using a concept of
> > 'financial periods' which may not necessarily correspond to 
> calendar
> > months and it's much easier to manage in this way than it is to 
> merge it
> > all together using a date field. Eg, 1st January may actually be 
> the
> > 15th 'working day' of the 9th 'financial period' - however looking 
> at
> > just a date of jan-1 there is no way of knowing this and it's the
> > periods that matter more so than the actual date.
>
>I think what you need is a Calendar Table to "map" actual dates to
>"buckets" e.g. 'financial periods', etc. See:
>
>http://codeinet.blogspot.com/2006/08/auxiliary-calendar-table-for-sql.html