Simple Monthly Reports in PostgreSQL

6 years ago | Databases Postgres
Working with dates and series of dates is easy in PostgreSQL, especially using generate_series

I have a reporting backend for my book/video business that has one chart which I stare at every day: the daily sales:

I use Google Analytics religiously, but it's not reliable for ecommerce because ad blockers will also block Google Analytics so a number of sales simply aren't recorded.

Anyway: I need to roll my own reporting if I want to see anything of substance, which is fine as love playing with PostgreSQL. When you do that, however, you run into some interesting problems. Such as this one:

Today is the first day of the month, so the chart only has a single value and the formatting is completely off. In fact it's off every day! This has been bugging me for a while, so today I decided to fix that.

Generating a Series of Dates

The problem is straightforward: I need to see all the days in a given month. PostgreSQL has extensive date functions, but nothing (that I've seen) that will just spit out the dates in a given month.

To get around this, I'll rely on an old friend: generate_series.

There's no surprise with this function, it does what you might expect, creating a logical series from a seed and bound:

rob=# select * from generate_series(1,10);
(10 rows)

You can also add a step with a third argument:

rob=# select * from generate_series(1,10,2);
(5 rows)

This is where things get usefully mindblowing: it also works with dates and intervals:

rob=# select * from generate_series(now(), now() + '5 days', '1 day');
 2018-08-01 14:10:52.380404-07
 2018-08-02 14:10:52.380404-07
 2018-08-03 14:10:52.380404-07
 2018-08-04 14:10:52.380404-07
 2018-08-05 14:10:52.380404-07
 2018-08-06 14:10:52.380404-07
(6 rows)

Interval syntax is one of the things I absolutely love about working with PostgreSQL and dates. I know that many people don't like arbitrary strings to represent something, but I think you can probably get over that with the obvious "1 day" syntax, don't you think?

Generating a Series of Days Within a Month

The easiest thing to do is to pass in dates for the start and end of the month:

select * from generate_series(
    '1 day'

That works as expected, but it's cumbersome. This is where PostgreSQL can help us with some date functions. What I need is to "round down" the month to day one, and I can do that using a date_trunc, which truncates a date to a specified precision:

rob=# select date_trunc('month',now());
 2018-08-01 00:00:00-07
(1 row)

I can use this same trick to get the last day of the month, using interval syntax:

rob=# select date_trunc('month',now()) + '1 month'::interval - '1 day'::interval as end_of_month;
 2018-08-31 00:00:00-07
(1 row)

That looks nuts, doesn't it? Here's what's happening:

That's that. I can now plug this into generate_series:

select * from generate_series(
    date_trunc('month',now()) + '1 month' - '1 day'::interval,
    '1 day'
) as dates_this_month;

Which returns every date, in order:

 2018-08-25 00:00:00-07
 2018-08-26 00:00:00-07
 2018-08-27 00:00:00-07
 2018-08-28 00:00:00-07
 2018-08-29 00:00:00-07
 2018-08-30 00:00:00-07
 2018-08-31 00:00:00-07
(31 rows)

Turning Our Date Range Into a Usable Table

I could plug this SQL into a bigger query and use it straight away, but it's way too useful for that. Let's wrap it with a function, shall we? That way we can pass in whatever date or month we want to use:

-- this is 
create function dates_in_month(the_date timestamptz=now())
returns table(the_date date) as $$
select d::date from generate_series(
    date_trunc('month',the_date) + '1 month' - '1 day'::interval,
    '1 day'
) as series(d);
language sql;

A few things to note:

This works great:

rob=# select * from dates_in_month();
(31 rows)

Now I just need to use it in a sales query.

Joining Things Together To Produce The Chart

I have a view in my database called sales_fact that sums up the order totals, their count, and expresses the dates in a number of ways. Here it is:

create view sales_fact as 
  select sum(total) as sales, 
  count(1) as sales_count,
  created_at::date as sales_date,
  date_part('year',created_at at time zone 'hst') as year,
  date_part('quarter',created_at at time zone 'hst') as quarter,
  date_part('month',created_at at time zone 'hst') as month,
  date_part('day',created_at at time zone 'hst') as day
from orders
group by orders.created_at
order by orders.created_at

I want to join those numbers to my date series so I can have every day represented in my chart, not just a fat blue blob. To do that, I can use a simple left join:

  sum(sales) as sales, 
  sum(sales_count) as sales_count
from days_in_month()
left join sales_fact on the_date = sales_fact.sales_date
group by days_in_month.the_date

Boom. Works great:

PostgreSQL is a joy to work with, and solutions to common problems are often right around the corner.

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