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SQL Models

Step-by-step tutorial on how to create a SQL Template model.

This guide provides a detailed walkthrough on how to use a PB project and create SQL Template models using custom SQL queries.

Prerequisites

  • Familiarize yourself with:

    • A basic Profile Builder project by following the Profile Builder CLI steps.
    • Structure of a Profile Builder project and the parameters used in different files.

Sample project

The following sections describe how to define your PB project files:

Project detail

The pb_project.yaml file defines the project details such as name, schema version, connection name and the entities which represent different identifiers.

You can define all the identifiers from different input sources you want to stitch together as a single ID (main_id in this example):

name: sample_test
schema_version: 54
connection: test
model_folders:
  - models
entities:
  - name: user
    id_stitcher: models/test_id__
    id_types:
      - test_id
      - exclude_id
include_untimed: true
id_types:
  - name: test_id
    filters:
      - type: include
        regex: "([0-9a-z])*"
      - type: exclude
        value: ""
  - name: exclude_id

Input

The input file (models/inputs.yaml) file includes the input table references and corresponding SQL for the above-mentioned entities:

inputs:
  - name: tbl_a
    app_defaults:
      table: Temp_tbl_a
    occurred_at_col: insert_ts
    ids:
      - select: TRIM(COALESCE(NULL, id1))
        type: test_id
        entity: user
        to_default_stitcher: true
      - select: "id2"
        type: test_id
        entity: user
        to_default_stitcher: true
      - select: "id3"
        type: exclude_id
        entity: user
        to_default_stitcher: true
  - name: tbl_b
    app_defaults:
      view: Temp_view_b
    occurred_at_col: timestamp
    ids:
      - select: "id1"
        type: test_id
        entity: user
        to_default_stitcher: true
      - select: "id2"
        type: test_id
        entity: user
        to_default_stitcher: true
      - select: "id3"
        type: test_id
        entity: user
        to_default_stitcher: true
  - name: tbl_c
    app_defaults:
      table: Temp_tbl_c
    ids:
      - select: "id1"
        type: test_id
        entity: user
        to_default_stitcher: true
      - select: "id2"
        type: test_id
        entity: user
        to_default_stitcher: true

Model

Profiles SQL model lets you write custom SQL queries to achieve advanced use-cases to create desired output tables.

A sample profiles.yaml file specifying a SQL model (test_sql):

models:
- name: test_sql
  model_type: sql_template
  model_spec:
    validity_time: 24h# 1 day
    materialization:                 // optional
      run_type: discrete             // optional [discrete, incremental]
    single_sql: |
        {%- with input1 = this.DeRef("inputs/tbl_a") -%}
          select id1 as new_id1, id2 as new_id2, {{input1}}.*
            from {{input1}}
        {%- endwith -%}        
    occurred_at_col: insert_ts        // optional
    ids:
      - select: "new_id1"
        type: test_id
        entity: user
        to_default_stitcher: true
      - select: "new_id2"
        type: test_id
        entity: user
        to_default_stitcher: true
      - select: "id3"
        type: test_id
        entity: user
        to_default_stitcher: true
Model specification fields
FieldData typeDescription
validity_timeTimeTime Specifies the validity of the model with respect to its timestamp. For example, a model run as part of a scheduled nightly job for 2009-10-23 00:00:00 UTC with validity_time: 24h would still be considered potentially valid and usable for any run requests, which do not require precise timestamps between 2009-10-23 00:00:00 UTC and 2009-10-24 00:00:00 UTC. This specifies the validity of generated feature table. Once the validity is expired, scheduling takes care of generating new tables. For example: 24h for 24 hours, 30m for 30 minutes, 3d for 3 days.
materializationListAdds the key run_type: incremental to run the project in incremental mode. This mode considers row inserts and updates from the edge_sources input. These are inferred by checking the timestamp column for the next run. One can provide buffer time to consider any lag in data in the warehouse for the next incremental run like if new rows are added during the time of its run. If you do not specify this key then it’ll default to run_type: discrete.
single_sqlListSpecifies the SQL template which must evaluate to a single SELECT SQL statement. After execution, it should produce a dataset which will materialize based on the provided materialization.
multi-sqlListSpecifies the SQL template which can evaluate to multiple SQL statements. One of these SQL statements (typically the last one) must be a CREATE statement which shall be responsible for materializing the model into a table.

Note: You should set only one of single_sql or multi_sql.
occurred_at_colListName of the column which contains the timestamp value in the output of sql template.
idsListSpecifies the list of all IDs present in the source table along with their column names (or column SQL expressions). It is required in case you want to use SQL models as an input to the input_var or entity_var fields.

SQL template

You can pass custom SQL queries to the single_sql or multi_sql fields, which is also known as a SQL template. It provides the flexibility to write custom SQL by refering to any of the input sources listed in the inputs.yaml or any model listed in models/profiles.yaml.

The SQL templates follow a set query syntax which serves the purpose of creating a model. Follow the below rules to write SQL templates:

  • Write SQL templates in the pongo2 template engine syntax.

  • Avoid circular referencing while referencing the models. For example, sql_model_a references sql_model_b and sql_model_b references sql_model_a.

  • Use timestamp variable (refers to the start time of the current run) to filter new events.

  • this refers to the current model’s material. You can use the following methods to access the material properties available for this:

    • DeRef("path/to/model"): Use this syntax {{ this.DeRef("path/to/model") }} to refer to any model and return a database object corresponding to that model. The database object, in return, gives the actual name of the table/view in the warehouse. Then, generate the output, for example:
    {% with input_table = this.DeRef("inputs/tbl_a") %}
        select a as new_a, b as new_b, {{input_table}}.*
          from {{input_table}}
    {% endwith %}
    
    • GetMaterialization(): Returns a structure with two fields: MaterializationSpec{OutputType, RunType}.
      • OutputType: You must use OutputType with ToSQL() method:
        For example, CREATE OR REPLACE {{this.GetMaterialization().OutputType.ToSQL()}} {{this.GetSelectTargetSQL()}} AS ...
      • RunType: For example, this.GetMaterialization().RunType

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