Database Design: How do I handle tracking goals vs. actuals over time? - database

This isn't exactly a programming question, as I don't have an issue writing the code, but a database design question. I need to create an app that tracks sales goals vs. actual sales over time. The thing is, that a persons goal can change (let's say daily at most).
Also, a location can have multiple agents with different goals that need to be added together for the location.
I've considered basically running a timed task to save daily goals per agent into a field. It seems that over the years that will be a lot of data, but it would let me simply query a date range and add all the daily goals up to get an goal for that date range.
Otherwise, I guess I could simply write changes (i.e. March 2nd - 15 sales / week, April 12th, 16 sales per week) which would be less data, but much more programming work to figure out goals based on a time query.
I'm assuming there is probably a best practice for this - anyone?

Put a date range on your goals. The start of the range is when you set that goal. The end of the range starts off as max-collating date (often 9999-12-31, depending on your database).
Treat this as "until forever" or "until further notice".
When you want to know what goals were in effect as of a particular date, you would have something like this in your WHERE clause:
...
WHERE effective_date <= #AsOfDate
AND expiry_date > #AsOfDate
...
When you change a goal, you need two operations, first you update the existing record (if it exists) and set the expiry_date to the new as-of date. Then you insert a new record with an effective_date of the new as-of date and an expiry_date of forever (e.g. '9999-12-31')
This give you the following benefits:
Minimum number of rows
No scheduled processes to take daily snapshots
Easy retrieval of effective records as of a point in time
Ready-made audit log of changes

Related

How to store and bill high flexible licences?

I am currently working on a prototype for a future product. I am currently working on a concept for how highly flexible licences can best be stored and billed.
The following illustration explains the situation a little:
The billing should take place for each month and include the exact prices on a pro rata basis. In the example, January is to be billed, which is made up of 3 different licence periods. Each part should contain the exact price proportionate to its time in the month. So the concept is clear to me, but I am asking about the best technical implementation.
Should the periods be in an SQL database or a timeseries DB or something else entirely? How should I mark when periods have been paid, but extend into the next month?
SQL would be my first approach: Periods table: store periods (startDate, endDate, priceFactor, isBilled)
Problems:
How to bill ongoing periods, which extend over many months? (they have no endDate)
sql-queries could get complex
Thank you for your help!

Deriving and saving the historical values into a separate table, or calculate the historical values from the existing data only when they're needed?

tl;dr general question about handling database data and design:
Is it ever acceptable/are there any downsides to derive data from other data at some point in time, and then store that derived data into a separate table in order to keep a history of values at that certain time, OR, should you never store data that is derived from other data, and instead derive the required data from the existing data only when you need it?
My specific scenario:
We have a database where we record peoples' vacation days and vacation day statuses. We track how many days they have left, how many days they've taken, and things like that.
One design requirement has changed and now asks that I be able to show how many days a person had left on December 31st of any given year. So I need to be able to say, "Bob had 14 days left on December 31st, 2010".
We could do this two ways I see:
A SQL Server Agent job that, on December 31st, captures the days remaining for everyone at that time, and inserts them into a table like "YearEndHistories", which would have your EmployeeID, Year, and DaysRemaining at that time.
We don't keep a YearEndHistories table, but instead if we want to find out the amount of days possessed at a certain time, we loop through all vacations added and subtracted that exist UP TO that specific time.
I like the feeling of certainty that comes with #1 --- the recorded values would be reviewed by administration, and there would be no arguing or possibility about that number changing. With #2, I like the efficiency --- one less table to maintain, and there's no derived data present in the actual tables. But I have a weird fear about some unseen bug slipping by and peoples' historical value calculation start getting screwed up or something. In 2020 I don't want to deal with, "I ended 2012 with 9.5 days, not 9.0! Where did my half day go?!"
One thing we have decided on is that it will not be possible to modify values in previous years. That means it will never be possible to go back to the previous calendar year and add a vacation day or anything like that. The value at the end of the year is THE value, regardless of whether or not there was a mistake in the past. If a mistake is discovered, it will be balanced out by rewarding or subtracting vacation time in the current year.
Yes, it is acceptable, especially if the calculation is complex or frequently called, or doesn't change very often (eg: A high score table in a game - it's viewed very often, but the content only changes on the increasingly rare occasions when a player does very well).
As a general rule, I would normalise the data as far as possible, then add in derived fields or tables where necessary for performance reasons.
In your situation, the calculation seems relatively simple - a sum of employee vacation days granted - days taken, but that's up to you.
As an aside, I would encourage you to get out of thinking about "loops" when data is concerned - try to think about the data as a whole, as a set. Something like
SELECT StaffID, sum(Vacation)
from
(
SELECT StaffID, Sum(VacationAllocated) as Vacation
from Allocations
where AllocationDate<=convert(datetime,'2010-12-31' ,120)
group by StaffID
union
SELECT StaffID, -Count(distinct HolidayDate)
from HolidayTaken
where HolidayDate<=convert(datetime,'2010-12-31' ,120)
group by StaffID
) totals
group by StaffID
Derived data seems to me like a transitive dependency, which is avoided in normalisation.
That's the general rule.
In your case I would go for #1, which gives you a better "auditability", without performance penalty.

How to design a schema for periods of dates with exceptions?

The site is about special discount events. Each event contains a period of time (dates to be more precise) that it is valid. However there will often be a constrain that the deal is not valid in say Saturdays and Sundays (or even a specific day).
Currently my rough design would be to have two tables:
Event table store EventID, start and end date of the duration and all other things.
EventInvalidDate table stores EventID, and specific dates which the deals are not valid. This requires the application code to calculate invalid dates upfront.
Does anyone know of a better pattern to fit this requirement, or possible pitfall for my design? This requirement is like a subset of a general calender model, because it does not require infinite repeating events in the future (i.e. each event has a definite duration).
UPDATE
My co-worker suggested to have a periods table with start and end dates. If the period is between 1/Jan and 7/Jan, with 3/Jan being an exception, the table would record: 1/Jan~2/Jan, 4/Jan~7/Jan.
Does anyone know if this is better the same as the answer's approach, in terms of SQL performance. Thanks
Specifying which dates are not included might keep the number of database rows down, but it makes calculations, queries and reports more difficult.
I'd turn it upside down.
Have a master Event table that lists the first and last date of the event.
Also have a detail EventDates table that gets populated with all the dates where the event is available.
Taking this approach makes things easier to use, especially when writing queries and reports.
Update
Having a row per date allows you to do exact joins on dates to other tables, and allows you to aggregate per day for reporting purposes.
select ...
from sales
inner join eventDates
on sales.saleDate = eventDates.date
If your eventDates table uses start and end dates, the joins become harder to write:
select ...
from sales
inner join eventDates
on sales.saleDate >= eventDates.start and sales.SaleDate < eventDates.finish
Exact match joins are definately done by index, if available, in every RDBMS I've checked; range matches, as in the second example, I'm not sure. They're probably Ok from a performance perspective, unless you end up with a metric ton of data.

MySQL Database Table Structure Efficiency Advice

We are designing a MySQL table to track the number of followers on a daily basis for 10,000s of Twitter accounts. We've been struggling to figure out the most efficient way to store this data. The two options we are consider are:
1) OPTION 1 - Table with rows: Twitter ID, Month, Day1, Day2, Day3, etc. where each day would contain the number of followers for that account for each day of the specified month
2) OPTION 2 - Table with rows: Twitter ID, Day, Followers
Option 1 would result in about 30x less rows than Option 2. What I'm not sure from a performance perspective is if it's preferable to have less columns or less rows.
In terms of the queries we will be using, we just want to be able to query the data to get the number of followers for a specific Twitter account for arbitrary time ranges.
I would appreciate suggestions on which approach is better and why. Also, if there is a much better option than the ones I present please feel free to suggest it.
Thanks in advance for your help!
Option 2, no question.
Imagine trying to write a query using each option. Let's give the best case for option 1: We know we want the total for all 31 days of the month. THen with option 1 the query is:
select twitterid, day1+day2+day3+day4+day5+day6+day7+day8+day9+day10
+day11+day12+day13+day14+day15+day16+day17+day18+day19+day20
+day21+day22+day23+day24+day15+day26+day27+day28+day29+day30
+day31 as total
from table1
where month='2010-12';
select twitterid, sum(day) as total
from table2
where date between '2010-12-01' and '2010-12-31'
group by twitterid;
The second looks way easier to me. If you don't think so, tell me if you immediately noticed the error in the option 1 version, and if you're confident that no programmer would ever make such an error.
Now imagine that the requirements change just slightly, and someone wants the total for one week. With the second version, that's easy: give a date range that describes that week. This could easily be done when building a query on the fly: JUst ask for start date and add 6 days to it for the end date. But with the first version, what are you going to do? You'd have to figure out which days of the month fall in that week and change the list of fields retrieved. The week might span two calendar months. This would be a giant pain.
As to performance: Sure, more rows take more time to retrieve. But longer rows also take more time to retrieve. Lesson 1 on database design: Don't throw out normalization to do a micro-optimization when you don't even have a good reason to believe there's a problem. Build a normalized database first. Then if it turns out that there are performance problems, tune it afterwards. Odds are that you can buy a faster hard drive for a whole lot less than the cost of one day of programmer's time taken finding a mistake in an unnecessarily complex query.
Offcourse it depends on what queries you are going to do - but unless every query requires the 31 days of that month, for your operational data, Use Option 2.
It's better from a logical perspective (say later on you don't want queries per "30 calender days", but "last X days")
It's better for writes, too (only
update 1 row with 2 fields instead of
overwriting all fields).
You can always optimize later (partitioning comes to mind)
Your data-warehouse can still be optimized for long-term aggregate statistics.
Use Option 2. Option 1 would be a nightmare for queries.
MySQL has good support for doing date ranges in queries, so it is easiest to just have row per day.
I would say option 2, but you would probably want to add a field for a primary key to speed up queries. And if that primary key is an integer value, even better.
Option 2 definitely (with a two-column unique key/constraint on Twitter ID and Day).
Option 1 will just be regrettable.

Date / Time reference table needed for Analytic?

Is it better to keep Days of month, Months, Year, Day of week and week of year as separate reference tables or in a common Answer table? Goal is allow user content searches and action analytic to be filtered by all the various date-time values (There will be custom reporting for users based on their shared content). I am trying to ensure data accuracy by using IDs, and also report out on numbers of shares, etc by time and date for system reporting by comparing various user groups. If we keep in separate tables, what about time? A table with each hour, minute and second also needed?
Most databases support some sort of TIMESTAMP data type plus assciated DAY(), MONTH(), DAYOFWEEK() functions.
The only valid reason for separate DAY or HOUR columns in a separate table is if you have procomputed totals and averages for each timeslot.
Even then its only worth it if you expect a lot of filtering based on these values, as the cost of building these tables is high, and, for most queries the standard SQL "GROUP BY ... HAVING .. " will perform well enough.
It sounds like you may be interested in a "STAR SCHEMA" wikipedia a common method in data warehosing to speed up queries -- but be warned designing and building a Star Schem is not a trivial exercise.

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