Function table / Table calculations / Difference from first period

Difference from first period, from Tableau to SQL

Subtracts the revenue of the first addressed period in each region. Below, 8 sample rows go through the calculation and through the SQL, and both return the same numbers.

Calculated field

SUM([Revenue]) - LOOKUP(SUM([Revenue]), FIRST())

Compute using: addressing Period; partitioning Region

Sample data

RegionPeriodRevenueCost
Harbor112070
Harbor2180100
Harbor3180120
Harbor4240140
Upland19050
Upland2150110
Upland3null90
Upland4330190

The same calculation as SQL

SELECT CAST(("Revenue" - first_value("Revenue") OVER (PARTITION BY "Region" ORDER BY "Period" ROWS BETWEEN UNBOUNDED PRECEDING AND UNBOUNDED FOLLOWING)) AS DOUBLE) AS result FROM input ORDER BY "Region", "Period"

Runs the example above.

Result

RegionPeriodRevenueCostresult
Harbor1120700
Harbor218010060
Harbor318012060
Harbor4240140120
Upland190500
Upland215011060
Upland3null90null
Upland4330190240

Same rows from the calculation and from the SQL in DuckDB.

Where a naive translation goes wrong

  • An unpartitioned SQL window mixes independent regional calculation sequences.

    Naive SQL

    SELECT CAST(("Revenue" - first_value("Revenue") OVER ( ORDER BY "Period" ROWS BETWEEN UNBOUNDED PRECEDING AND UNBOUNDED FOLLOWING)) AS DOUBLE) AS result FROM input ORDER BY "Region", "Period"
    RegionPeriodRevenueCostresult
    Harbor1120700
    Harbor218010060
    Harbor318012060
    Harbor4240140120
    Upland19050-30
    Upland215011030
    Upland3null90null
    Upland4330190210

    Matches the calculation

    SELECT CAST(("Revenue" - first_value("Revenue") OVER (PARTITION BY "Region" ORDER BY "Period" ROWS BETWEEN UNBOUNDED PRECEDING AND UNBOUNDED FOLLOWING)) AS DOUBLE) AS result FROM input ORDER BY "Region", "Period"
    RegionPeriodRevenueCostresult
    Harbor1120700
    Harbor218010060
    Harbor318012060
    Harbor4240140120
    Upland190500
    Upland215011060
    Upland3null90null
    Upland4330190240

Signature

SUM([Revenue]) - LOOKUP(SUM([Revenue]), FIRST())