# US 2025/0086192 A1 · Generating period-over-period calculations using a cloud-based data warehouse

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- Number: US 2025/0086192 A1
- Document ID: US20250086192A1
- Status: Published application
- Kind: A1
- Application number: 18/493,578
- Filed: 2023-10-24
- Published: 2025-03-13
- Earliest claimed: 2023-09-08
- Assignees: Sigma Computing, Inc.
- Applicants: Sigma Computing, Inc.
- Inventors: DILLON MORRISON; JUSTIN TRAINOR; NIPURN DOSHI; SHARVIL NAIK
- Web page: https://patentgrep.com/patent/US20250086192A1

## CPC

- G06F 16/254: {Extract, transform and load [ETL] procedures, e.g. ETL data flows in data warehouses}
- G06F 16/26: Visual data mining; Browsing structured data
- G06F 16/2428: {Query predicate definition using graphical user interfaces, including menus and forms (G06F16/2423 takes precedence)}
- G06F 40/18: of spreadsheets (form-filling G06F40/174)
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)

## Abstract

Generating period-over-period calculations using a cloud-based data warehouse including receiving, from a client computing system, a request to add a comparison value column to a table, wherein the request comprises an identifier of a date column, an identifier of a base value column, and an identifier of a prior period; matching a first set of dates in the date column to a second set of dates in the date column using the identifier of the prior period; generating a database statement to create the comparison value column, including organizing the comparison value column using values corresponding to the second set of dates in the date column; retrieving the comparison value column from a cloud-based data warehouse using the database statement; and presenting, on the client computing system, the table comprising the comparison value column.

## Claims

### Claim 1

A method for generating period-over-period calculations using a cloud-based data warehouse, the method comprising:
receiving, by a workbook manager from a client computing system via a graphical user interface, a selection of to a date column and a prior period to create a comparison value column for a table;
matching, by the workbook manager, a first set of dates in the date column to a second set of dates in the date column using an identifier of the prior period;
generating, by the workbook manager, a database statement to create the comparison value column, including organizing the comparison value column using values corresponding to the second set of dates in the date column;
retrieving, by the workbook manager, the comparison value column from a cloud-based data warehouse using the database statement; and
presenting, by the workbook manager on the client computing system, the table comprising the comparison value column.

### Claim 2 (depends on 1)

The method of claim 1, wherein the selection further comprises a base value column and wherein creating the comparison value column further comprises joining the comparison value column to the base value column in the table.

### Claim 3 (depends on 1)

The method of claim 1, wherein matching the first set of dates in the date column to the second set of dates in the date column using the identifier of the prior period comprises determining a time period for rows in the date column.

### Claim 4 (depends on 1)

The method of claim 1, wherein organizing the comparison value column using values corresponding to the second set of dates in the date column comprises aggregating values in the comparison value column based on a time period for rows in the date column.

### Claim 5 (depends on 1)

The method of claim 1, wherein the generated database statement further creates a percent change column indicating a difference between entries in a base value column and entries in the comparison value column.

### Claim 6 (depends on 1)

The method of claim 1, wherein the selection comprises an instruction to truncate dates in the date column.

### Claim 7 (depends on 1)

The method of claim 1, wherein the table comprises null entries.

### Claim 8 (depends on 1)

The method of claim 1, wherein retrieving the comparison value column from the cloud-based data warehouse using the database statement comprises:
issuing the database statement to the cloud-based data warehouse; and
receiving query results comprising the comparison value column from the cloud-based data warehouse.

### Claim 9 (depends on 1)

The method of claim 1, wherein the database statement is a structured query language statement.

### Claim 10 (depends on 1)

The method of claim 1, wherein the workbook manager is on an intermediary computing system between the client computing system and the cloud-based data warehouse.

### Claim 11

An apparatus for generating period-over-period calculations using a cloud-based data warehouse, the apparatus comprising a computer processor, a computer memory operatively coupled to the computer processor, the computer memory having disposed within it computer program instructions that, when executed by the computer processor, cause the apparatus to carry out the steps of:
receiving, from a client computing system via a graphical user interface, a selection of to a date column and a prior period to create a comparison value column for a table:
matching a first set of dates in the date column to a second set of dates in the date column using the identifier of the prior period;
generating a database statement to create the comparison value column, including organizing the comparison value column using values corresponding to the second set of dates in the date column;
retrieving the comparison value column from a cloud-based data warehouse using the database statement; and
presenting, on the client computing system, the table comprising the comparison value column.

### Claim 12 (depends on 11)

The apparatus of claim 11, wherein the selection further comprises a base value column and wherein creating the comparison value column further comprises joining the comparison value column to the base value column in the table.

### Claim 13 (depends on 11)

The apparatus of claim 11, wherein matching the first set of dates in the date column to the second set of dates in the date column using the identifier of the prior period comprises determining a time period for rows in the date column.

### Claim 14 (depends on 11)

The apparatus of claim 11, wherein organizing the comparison value column using values corresponding to the second set of dates in the date column comprises aggregating values in the comparison value column based on a time period for rows in the date column.

### Claim 15 (depends on 11)

The apparatus of claim 11, wherein the generated database statement further creates a percent change column indicating a difference between entries in a base value column and entries in the comparison value column.

### Claim 16 (depends on 11)

The apparatus of claim 11, wherein the selection comprises an instruction to truncate dates in the date column.

### Claim 17 (depends on 11)

The apparatus of claim 11, wherein the table comprises null entries.

### Claim 18 (depends on 11)

The apparatus of claim 11, wherein retrieving the comparison value column from the cloud-based data warehouse using the database statement comprises:
issuing the database statement to the cloud-based data warehouse; and
receiving query results comprising the comparison value column from the cloud-based data warehouse.

### Claim 19 (depends on 11)

The apparatus of claim 11, wherein the database statement is a structured query language statement.

### Claim 20

A computer program product for generating period-over-period calculations using a cloud-based data warehouse, the computer program product disposed upon a non-transitory computer readable medium, the computer program product comprising computer program instructions that, when executed, cause a computer to carry out the steps of:
receiving, from a client computing system via a graphical user interface, a selection of to a date column and a prior period to create a comparison value column for a table;
matching a first set of dates in the date column to a second set of dates in the date column using the identifier of the prior period;
generating a database statement to create the comparison value column, including organizing the comparison value column using values corresponding to the second set of dates in the date column;
retrieving the comparison value column from a cloud-based data warehouse using the database statement; and
presenting, on the client computing system, the table comprising the comparison value column.
