LAG & LEAD Functions are functions that give access to multiple rows within a table, without the need for a self-join. The LAG function is used to access data from a previous row, while the LEAD function is used to return data from rows further down the result set.
A perfect example of these functions in use is with the “Sales Order” scenario. A department store is trying to monitor the purchase trends of its customers; more specifically, per customer, what’s the average time it took to repeat an order? For us to do so, we must take a record in the table (Order Date) and compare it to another record in the same table. What are some ways we can do that?
In our example, we will analyze & compare the efficiency between the multiple solutions.
We will start by addressing the problem in the most common/traditional of solving a problem like this.
Solution 1: Bring In A Base Table and Build Another Table Off Of It
1. Create A New ElastiCube
Add Data > Microsoft SQL Server > Connect To Server
Pull in Sales Order Header Table
"How are we going to manipulate that table to get it into a format that we would want to work with?"
Uncheck fields that you don’t need; looking for high-level/important data
2. Let's Create A Custom SQL Expression
What we are getting here a single customer’s activity. It also orders the Order Date in ascending order (from first date to last)
"For this specific customer, I want to be able to see __ amount of days between each order.
How can we compute / compare those dates?
In order to do so, we want to take the order table and join it to itself, where the customer is the same and the order date is offset to the previous or future date."
So, let’s start by leveraging the rank function to assign an order number to every date…
The Rank function is important here because within the Customer ID, we want to rank based off the order date, group it per customer, and order by the order date.
This basically creates create a system that makes it so that it is comparing itself to itself minus 1.
This is what sets up our ranking per order.
In order for us to join the table to itself, let’s create a sub query and inside of it, put the entire Customer’s table:
(Type Of Join:)
What it’s getting joined on:
3. Now That We Have The Order Date & The Total Due, We Can Start Subtracting Them Off Each Other & Start Doing Differences
Now you would want to go back to the top; the first “Select” of the sub query and change the claims to:
Now that we saw that this function is working, we can now delete our customer filter, order by filter.
Now we get all the differences across all of the customers.
Issue With This Solution
The main issue with this solution is that it requires a lot of processing due to the two tables. Although we are really using one table, we still have two and the same data is repeated between them. This extra storage isn’t necessary, creates the long processing, and can also create confusion for the customer.
Solution 2: Doing A Lookup Function On Itself (own data set).
To improve upon the last solution, is there a way to pull in one table and do the manipulation in Sisense, without creating a second table?
Answer: Yes! What we can do is take the custom table and add it as a view to the source; that way we only import one table
1. Duplicate "SalesOrderHeader 1", Rename "SalesOrderHeader 2"
For us to do a look up on this table, we need to have need to have one key to join. The key is a combination of the customer ID + ranking, that’s what makes it unique.
2. So First, Create A New Field, Record_Rank (Int), Input:
Add Data > Custom SQL Table
3. Head Back Into SalesOrderHeader 2, And Set Up The Different Fields To Create The Key
+ New Field > CurrCustomerRankKey (Text)
Create join condition..
+ New Field > PrevCustomerRankKey
Do Entire Build
4. Let's Create A Test Function
+ Custom SQL Expression > Test Function
5. Go Back To SalesOrderHeaders 2 Table, Do Lookup In There
+ New Field > PrevOrderDate (Date-Time)
+ New Field > PrevTotalDue (Float)
+ New Field > DaysBetweenOrders(Int)
+ New Field > DiffOrderAmount
Solution 3: LAG & LEAD Functions
This solution does not include a self-join
1. Open Up SQL Server (TC SQL)
Go to same database (Adventure Works 2012) > create new query
Let’s start off the new query as:
Now we want to dynamically compare one against the other. Instead of doing a self-join, it tells itself to look at the look at the record/number that is above or below and just pull that value in.
So it’s almost like a lookup , but it doesn’t require a join , it just requires you to tell it how to sort the data and just dynamically go up and go down and pull the field that you want in to the current record.
This is where the LAG & LEAD functions step in
To go back a record, we call the LAG function. Within the LAG function, we must define the field that we want to pull in (order date) and how many records back do you want to go (1). Next we want to group by (partition by) and Order By a type of variety and then order it either ASC / DES.
To make our “look up” a bit more distinct we can
If we want to compare up against future dates, we would use:
And its result would be:
What we can also pull in the Total Due and calculate the previous Total Due:
Which would require a sub query:
To get of the first null, we would enter:
Pull in everything from t2.* and now we can calculate our differences (Date Diff, etc):
As for getting this entire query into Sisense, we want to create a View
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