Finance Data Analyst Path · Mission 5 of 30Starter

March 2025 expense rollup

Date filtering on a TEXT date column

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The Brief

Mei LinFP&A Managerfpna

March close — give me total OpEx spend for March 2025 across all cost centers. Join `dim_accounts`, filter to OpEx accounts, posted entries only. Single number, column `total_march_opex`.

You'll practice

SUMJOINDate range

Tables & columns available

fact_transactionsfact10 columns
ColumnTypeKey
txn_idINTPK
txn_dateTEXT
account_idINTFK → dim_accounts
cost_center_idINTFK → dim_cost_centers
vendor_idINTFK → dim_vendors
amountREAL
currencyTEXT
descriptionTEXT
postedINT
posted_dateTEXT
dim_accountsdim5 columns
ColumnTypeKey
account_idINTPK
account_codeTEXT
account_nameTEXT
account_typeTEXT
is_activeINT

Hints (3)

Each hint you reveal reduces the XP you can earn. Try the query first.

Hint 1

You need to isolate OpEx transactions — that classification lives in the accounts dimension, not the transaction table itself. You'll also need to filter to a specific month and year.

Hint 2

Isolate a specific month and year from txn_date — EXTRACT(MONTH …) and EXTRACT(YEAR …) on a cast date will get you there.

Hint 3

One row, one column. Sum the posted amounts and give the column the alias Priya expects: total_march_opex.