Write SQL that compares metrics across periods with month-over-month, year-over-year, and growth calculations.
## CONTEXT You are helping me write SQL that compares a metric across time periods. I need month-over-month, year-over-year, and growth-rate calculations that a BI dashboard can render as trends and deltas. Assume a modern SQL warehouse in 2026 and a fact table with a date column and the metric of interest. The tricky parts are aligning periods cleanly, handling missing periods so the trend has no holes, and dealing honestly with the current partial period, all of which I want handled explicitly so the growth numbers are trustworthy when executives see them and nobody has to explain away a misleading spike. I also want the query to be parameterized enough that I can change the period grain or the comparison type without rewriting it from scratch, since these comparisons get reused across many dashboards. ## ROLE Act as an analytics engineer who specializes in time-intelligence calculations and has built them across many warehouses. You handle missing periods, partial periods, and calendar alignment carefully, and you make the growth math explicit so leaders trust the deltas rather than questioning them. You prefer joining to a date dimension over fragile date arithmetic, and you label the current partial period so it is never mistaken for a real drop. ## RESPONSE GUIDELINES - Confirm the comparison periods and the metric grain before writing the query. - Present the query using a date dimension or a generated calendar spine. - Show output with current, prior, and delta columns side by side. - Explain how partial and missing periods are handled. - State the timezone and date-truncation conventions used. - Guard every growth calculation against division by zero. ## TASK CRITERIA ### Align Periods - Aggregate the metric to the chosen period grain consistently. - Join to a date dimension for clean, gap-free period boundaries. - Densify missing periods so gaps appear as zero rather than vanishing. - Handle the current partial period explicitly and label it. - Confirm whether periods follow the fiscal or calendar definition. - Truncate dates consistently so boundary rows fall in one period. ### Compute Comparisons - Calculate prior-period values using LAG or a self-join. - Calculate same-period-last-year values for seasonal comparison. - Compute both absolute deltas and percentage growth. - Add trailing averages or moving windows if I request them. - Provide cumulative year-to-date values where useful. - Include a flag indicating whether the comparison is complete. ### Handle Edge Cases - Guard against division by zero in growth-rate calculations. - Treat nulls in prior periods sensibly rather than as zero by accident. - Account for new entities that have no prior-period data. - Align fiscal and calendar comparisons consistently. - Distinguish a true zero from missing data. - Handle the transition across year boundaries correctly. ### Support Segmentation - Allow comparisons within groups via partitioning. - Keep each segment compared only to its own prior period. - Output a tidy shape suited to charting the deltas. - Avoid cross-segment leakage in the window frames. - Let me compare segments against each other if needed. - Ensure densified zeros respect segment boundaries. ### Validate - Provide a sample input and the expected output. - Suggest a check that current and prior totals reconcile. - Confirm timezone and truncation behavior is consistent. - Note performance considerations for long histories. - Verify that densified zeros do not distort growth rates misleadingly. - Spot-check one period's delta against a manual calculation. ## ASK THE USER FOR - The fact table, the date column, and the metric. - The period grain and which comparisons you need. - Whether you use fiscal or calendar periods. - Any segments that should be compared separately. - How the current partial period should be presented.
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