Paul Trowbridge
56733df5d4
- col_meta: add dim_group field to group related columns (dimension hierarchies, date-adjacent columns); is_key now enabled for date role to mark group parent - sources.js: upsert includes dim_group - Setup.jsx: group column in col_meta editor, key checkbox enabled for date role - gen_dim_period.sql: create and populate pf.dim_period with calendar and fiscal period cuts (monthly grain, 2018-2035) Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
95 lines
4.1 KiB
SQL
95 lines
4.1 KiB
SQL
-- pf.dim_period — create and populate
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-- Adjust fiscal_start_month: 1=Jan (calendar year), 4=Apr, 6=Jun, 7=Jul, 10=Oct, etc.
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-- Safe to re-run: ON CONFLICT DO NOTHING, so existing rows are never overwritten.
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CREATE TABLE IF NOT EXISTS pf.dim_period (
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sdat date NOT NULL PRIMARY KEY,
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edat date NOT NULL,
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drange daterange NOT NULL,
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ndays integer NOT NULL,
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-- calendar
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cal_year integer NOT NULL,
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cal_quarter integer NOT NULL,
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cal_month integer NOT NULL,
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cal_month_abbr text NOT NULL, -- 01 - Jan
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cal_month_name text NOT NULL, -- 01 - January
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cal_label text NOT NULL, -- 2025-01 Jan
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-- fiscal
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fisc_year integer NOT NULL,
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fisc_quarter integer NOT NULL,
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fisc_quarter_label text NOT NULL, -- FY2025 Q3
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fisc_month integer NOT NULL,
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fisc_month_abbr text NOT NULL, -- 07 - Jan
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fisc_month_name text NOT NULL, -- 07 - January
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fisc_label text NOT NULL, -- FY2025 P07
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-- sort key
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period_key text NOT NULL -- 2025.07 (ltree-compatible)
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);
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CREATE INDEX IF NOT EXISTS dim_period_drange_idx ON pf.dim_period USING gist (drange);
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CREATE INDEX IF NOT EXISTS dim_period_fisc_idx ON pf.dim_period (fisc_year, fisc_month);
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CREATE INDEX IF NOT EXISTS dim_period_cal_idx ON pf.dim_period (cal_year, cal_month);
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WITH
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cfg AS (
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SELECT 6 AS fiscal_start_month -- change to match your fiscal year start month
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)
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,periods AS (
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SELECT
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gs.d::date AS sdat,
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(gs.d + '1 month'::interval)::date AS edat,
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extract(year FROM gs.d)::int AS cal_year,
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extract(month FROM gs.d)::int AS cal_month,
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extract(quarter FROM gs.d)::int AS cal_quarter,
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((extract(month FROM gs.d)::int - cfg.fiscal_start_month + 12) % 12) + 1
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AS fisc_month,
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extract(year FROM gs.d)::int
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+ CASE
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WHEN cfg.fiscal_start_month > 1
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AND extract(month FROM gs.d)::int >= cfg.fiscal_start_month
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THEN 1 ELSE 0
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END AS fisc_year
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FROM
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generate_series('2018-01-01'::date, '2035-12-01'::date, '1 month') gs(d)
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CROSS JOIN cfg
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)
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INSERT INTO pf.dim_period (
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sdat, edat, drange, ndays,
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cal_year, cal_quarter, cal_month,
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cal_month_abbr, cal_month_name, cal_label,
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fisc_year, fisc_quarter, fisc_quarter_label,
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fisc_month, fisc_month_abbr, fisc_month_name,
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fisc_label, period_key
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)
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SELECT
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sdat,
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edat,
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daterange(sdat, edat) AS drange,
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edat - sdat AS ndays,
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cal_year,
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cal_quarter,
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cal_month,
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to_char(cal_month, 'FM00') || ' - ' || to_char(sdat, 'Mon') AS cal_month_abbr,
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to_char(cal_month, 'FM00') || ' - ' || to_char(sdat, 'Month') AS cal_month_name,
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to_char(sdat, 'YYYY-MM') || ' ' || to_char(sdat, 'Mon') AS cal_label,
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fisc_year,
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ceil(fisc_month / 3.0)::int AS fisc_quarter,
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'FY' || fisc_year || ' Q' || ceil(fisc_month / 3.0)::int AS fisc_quarter_label,
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fisc_month,
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to_char(fisc_month, 'FM00') || ' - ' || to_char(sdat, 'Mon') AS fisc_month_abbr,
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to_char(fisc_month, 'FM00') || ' - ' || to_char(sdat, 'Month') AS fisc_month_name,
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'FY' || fisc_year || ' P' || to_char(fisc_month, 'FM00') AS fisc_label,
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to_char(fisc_year, 'FM0000') || '.' || to_char(fisc_month, 'FM00') AS period_key
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FROM periods
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ON CONFLICT (sdat) DO NOTHING;
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-- preview first 24 months
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SELECT
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period_key, sdat, edat, ndays,
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cal_year, cal_quarter, cal_month, cal_month_abbr,
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fisc_year, fisc_quarter, fisc_month, fisc_month_abbr,
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fisc_quarter_label, fisc_label, cal_label
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FROM pf.dim_period
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ORDER BY sdat
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LIMIT 24;
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