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Start by clarifying the schema and defining the three periods (Q1 2024, Q2 2024, Q2 2023) and the metrics needed. Use CTEs to pre-aggregate transactions at the correct grain (e.g., store-product-period) before joining to stores and products, ensuring no duplication. Then compute period-level sums and derive comparisons, applying the same-store filter and decline flag logic.
Pro tip: Explicitly state that you will aggregate transactions to the period-store-product level first, then join to dimension tables, to avoid fan-out. Also, mention that you will use conditional aggregation (CASE WHEN) to pivot periods into columns, which simplifies the comparison and avoids multiple self-joins.
Identify the key columns in transactions, stores, and products, and define the exact date ranges for Q1 2024, Q2 2024, and Q2 2023. Confirm that 'same-store' means stores open for the full duration of both periods being compared.
Create a CTE that aggregates transactions to the grain of store, product, and period (e.g., quarter), summing revenue and units. This ensures that subsequent joins to stores and products do not multiply rows.
Join the pre-aggregated CTE to stores and products to enrich with store and product attributes. Then, further aggregate to the period level (overall) and to the store level for same-store analysis, using conditional aggregation to pivot periods into columns.
For same-store revenue change, filter to stores that were open for the full duration of both periods in the comparison. Compute the percentage change for revenue and units between Q2 2024 and each comparison period.
Create a decline flag that is true when both revenue and units drop by more than 5% for the given comparison. Structure the final output as a comparison table with columns for each metric and period pair.
AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.