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SQL for Data Analytics

You're reading from   SQL for Data Analytics Harness the power of SQL to extract insights from data

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Product type Paperback
Published in Aug 2022
Publisher Packt
ISBN-13 9781801812870
Length 540 pages
Edition 3rd Edition
Languages
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Authors (4):
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Benjamin Johnston Benjamin Johnston
Author Profile Icon Benjamin Johnston
Benjamin Johnston
Matt Goldwasser Matt Goldwasser
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Matt Goldwasser
Jun Shan Jun Shan
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Jun Shan
Upom Malik Upom Malik
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Upom Malik
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Toc

Table of Contents (11) Chapters Close

Preface 1. Understanding and Describing Data 2. The Basics of SQL for Analytics FREE CHAPTER 3. SQL for Data Preparation 4. Aggregate Functions for Data Analysis 5. Window Functions for Data Analysis 6. Importing and Exporting Data 7. Analytics Using Complex Data Types 8. Performant SQL 9. Using SQL to Uncover the Truth: A Case Study Appendix

Setting up Your Environment

Before exploring the book in detail, you need to set up specific software and tools. In the following section, you shall see how to do that.

Installing PostgreSQL 14

The following sections list the instructions for installing and setting up PostgreSQL 14 on Windows, Linux, and macOS.

Downloading and Installing PostgreSQL on Windows

First, download and install PostgreSQL on Windows:

  1. Navigate to https://www.postgresql.org/download/. Select Windows from the list of Packages and Installers.
Figure 0.1: PostgreSQL Downloads page

Figure 0.1: PostgreSQL Downloads page

  1. Click Download the installer.
Figure 0.2: PostgreSQL interactive installer download

Figure 0.2: PostgreSQL interactive installer download

  1. Select version 14.2 as this is the version that is used in this book.
Figure 0.3: PostgreSQL downloads page

Figure 0.3: PostgreSQL downloads page

  1. Click Next for most of the installation steps. You will be asked to specify a data directory. It is recommended that you specify a path that you will easily remember in the future.
Figure 0.4: PostgreSQL installation – Windows

Figure 0.4: PostgreSQL installation – Windows

  1. Specify a password for the postgres superuser.
Figure 0.5: Setting the superuser password

Figure 0.5: Setting the superuser password

  1. Do not change the port number that is specified by default, unless it conflicts with an application that is already installed on your system.
Figure 0.6: PostgreSQL port settings

Figure 0.6: PostgreSQL port settings

  1. Click Next to proceed through the rest of the steps and wait for the installation to finish.

Setting the PATH Variable

To validate whether the PATH variable has been set correctly, open the command line, type or paste the following command, and press the return key:

psql -U postgres

If you get the following error, you need to add the PostgreSQL binaries directory to the PATH variable:

Figure 0.7: Error – Path variable not set

Figure 0.7: Error – Path variable not set

The following steps will help you do that:

  1. Search for the term environment variables in Windows Search:
Figure 0.8: Windows Search for environment variables

Figure 0.8: Windows Search for environment variables

  1. Click Environment Variables:
Figure 0.9: Windows System Properties

Figure 0.9: Windows System Properties

  1. Click Path and then click Edit:
Figure 0.10: Setting the PATH variable

Figure 0.10: Setting the PATH variable

  1. Click New:
Figure 0.11: Setting the PATH variable

Figure 0.11: Setting the PATH variable

  1. Using Windows Explorer, locate the path where PostgreSQL is installed. Add the path to the bin folder of the PostgreSQL installation:
Figure 0.12: Entering the path

Figure 0.12: Entering the path

  1. Click OK and restart the system.
  2. Now, open the command line where you can either type or paste the following command. Press the return key to execute it:
    psql -U postgres
  3. Enter the password you set in step 5 of the Downloading and Installing PostgreSQL on Windows section. Then, press the return key. You should be able to log in to the PostgreSQL console:
Figure 0.13: PostgreSQL shell

Figure 0.13: PostgreSQL shell

  1. Type \q and press the return key to exit the shell:
Figure 0.14: Exiting the PostgreSQL shell

Figure 0.14: Exiting the PostgreSQL shell

The following steps will help you install PostgreSQL on Ubuntu or a Debian-based Linux system.

  1. Open the Terminal. Then, type or paste the following command on a new line and press the return key:
Figure 0.15: Commands on the Terminal

Figure 0.15: Commands on the Terminal

  1. Upon installation, PostgreSQL will create a user called postgres. You will need to log in as that user to access the PostgreSQL shell:
    sudo su postgres

You should see your shell prompt change as follows:

Figure 0.16: Accessing the PostgreSQL shell on Linux

Figure 0.16: Accessing the PostgreSQL shell on Linux

  1. Typing the following command will take you to the PostgreSQL shell:
    psql

You can type \l (a backslash and a lowercase L) to see a list of all the databases that are loaded by default:

Figure 0.17: List of databases on Linux

Figure 0.17: List of databases on Linux

Note

You have covered how to install PostgreSQL on Ubuntu and Debian-based systems here. For instructions to install it on other distributions, please refer to your distribution's documentation. The PostgreSQL download page for Linux can be found at https://www.postgresql.org/download/linux/.

Installation on macOS

This section will help you install PostgreSQL on macOS. Before you start installing the software, make sure you have the Homebrew package manager installed on your system. If you do not, head over to https://brew.sh/ and paste the script provided on the webpage in a macOS Terminal (the Terminal app) and press the return key.

Follow the prompts that appear and wait for the script to finish the installation.

Note

The following instructions are written based on macOS Catalina version 10.15.6, which was the latest version at the time of writing. For more help on using Terminal, refer to the following link: https://support.apple.com/en-in/guide/terminal/apd5265185d-f365-44cb-8b09-71a064a42125/mac.

Figure 0.18: Installing Homebrew

Figure 0.18: Installing Homebrew

Once Homebrew is installed, follow these steps to install PostgreSQL:

  1. Open a new Terminal window. Type in the following commands in succession followed by the return key to install the PostgreSQL package:
    brew doctor brew update
    brew install postgres

Wait for the installation to complete. Depending on your local setup and connection speed, you will see messages like those shown below (note that only the partial installation log is shown here):

Figure 0.19: Installation progress (partially shown) for PostgreSQL

Figure 0.19: Installation progress (partially shown) for PostgreSQL

  1. Once the installation is complete, start the PostgreSQL process by typing the following command in Terminal and pressing the return key:
    pg_ctl -D /usr/local/var/postgres start

You should see an output similar to the following:

Figure 0.20: Starting the PostgreSQL process

Figure 0.20: Starting the PostgreSQL process

  1. Once the process is started, log in to the PostgreSQL shell using the default superuser called postgres as follows (press the return key to execute the command):
    psql postgres
  2. You can type \l (a backslash and a lowercase L) followed by the return key to see a list of all the databases that are loaded by default:
Figure 0.21: List of databases loaded by default

Figure 0.21: List of databases loaded by default

  1. Enter \q and then press the return key to quit the PostgreSQL shell.

    Note

    pgAdmin will get installed automatically along with PostgreSQL 14.

Installing Python

Installing Python on Windows

  1. Find your desired version of Python on the official installation page at https://www.anaconda.com/distribution/#windows.
  2. Ensure that you select Python 3.9 from the download page.
  3. Ensure that you install the correct architecture for your computer system—that is, either 32-bit or 64-bit. You can find out this information in the System Properties window of your OS.
  4. After you download the installer, double-click on the file and follow the user-friendly prompts on screen.

Installing Python on Linux

To install Python on Linux, you have a couple of good options:

  1. Open Command Prompt and verify that Python 3 is not already installed by running python3 --version.
  2. To install Python 3, run this:
    sudo apt-get update
    sudo apt-get install python3.9
  3. If you encounter problems, there are numerous sources online that can help you troubleshoot the issue.
  4. You can also install Python by downloading the Anaconda Linux installer from https://www.anaconda.com/distribution/#linux and following the instructions.

Installing Python on macOS

Similar to Linux, you have a couple of methods for installing Python on a Mac. To install Python on macOS, do the following:

  1. Open the Terminal for Mac by pressing CMD + Spacebar, type terminal in the open search box, and hit Enter.
  2. Install Xcode through the command line by running xcode-select—install.
  3. The easiest way to install Python 3 is using Homebrew, which is installed through the command line by running ruby -e "$(curl -fsSL https://raw. githubusercontent.com/Homebrew/install/master/install)".
  4. Add Homebrew to your $PATH environment variable. Open your profile in the command line by running sudo nano ~/.profile and inserting export PATH="/usr/local/opt/python/libexec/bin:$PATH" at the bottom.
  5. The final step is to install Python. In the command line, run brew install python.
  6. Again, you can also install Python via the Anaconda installer, which is available at https://www.anaconda.com/distribution/#macos.
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