The request

From Robert Kim, Chief Operating Officer
Your goal
The data runs to 2025-12-31, but answer as if today were 2025-10-15. daily (in the starter) holds net sales per day of booked orders. Set result to a dict with "october_to_date" (2025-10-01 to 2025-10-15), "september" (the whole of September 2025), "trailing_28" (2025-09-18 to 2025-10-15), "prior_28" (2025-08-21 to 2025-09-17), all inclusive and rounded to 2, and "change_pct": (trailing_28 / prior_28 − 1) × 100, rounded to 1.
- Use the
ordersDataFramenot done yet - Use the
order_itemsDataFramenot done yet - Store a dict in
resultnot done yet
Your code
Loading the editor…
Reference solution
| order_id | customer_id | order_date | status | channel |
|---|---|---|---|---|
| 1001 | 125 | 2023-01-01 20:51:19 | completed | web |
| 1002 | 156 | 2023-01-02 07:58:46 | completed | web |
| 1003 | 22 | 2023-01-02 10:25:27 | completed | marketplace |
| 1004 | 48 | 2023-01-02 11:21:51 | completed | marketplace |
Mote checks your result
Press Run. Each row that matches the goal becomes a firefly in your lantern.
What Robert gets, and why
DataFrames
Loaded for you as pandas DataFrames, plus pd and np.
orders12,000 rows · 7 columns
order_idintegercustomer_idintegerorder_datetimestampstatusvarcharchannelvarcharshipping_feedecimalcoupon_codevarchar
| order_id | customer_id | order_date | status | channel | shipping_fee | coupon_code |
|---|---|---|---|---|---|---|
| 1001 | 125 | 2023-01-01 20:51:19 | completed | web | 0.00 | NaN |
| 1002 | 156 | 2023-01-02 07:58:46 | completed | web | 0.00 | NaN |
| 1003 | 22 | 2023-01-02 10:25:27 | completed | marketplace | 4.99 | WELCOME10 |
| 1004 | 48 | 2023-01-02 11:21:51 | completed | marketplace | 4.99 | WELCOME10 |
| 1005 | 82 | 2023-01-02 11:43:36 | completed | web | 0.00 | WELCOME10 |
order_items30,338 rows · 6 columns
order_item_idintegerorder_idintegerproduct_idintegerquantityintegerunit_pricedecimaldiscount_pctdecimal
| order_item_id | order_id | product_id | quantity | unit_price | discount_pct |
|---|---|---|---|---|---|
| 1 | 1001 | 121 | 9 | 31.99 | 0.00 |
| 2 | 1001 | 154 | 3 | 11.99 | 0.00 |
| 3 | 1002 | 154 | 4 | 11.99 | 0.00 |
| 4 | 1002 | 194 | 1 | 149.00 | 0.00 |
| 5 | 1002 | 193 | 2 | 19.99 | 0.00 |
customers2,018 rows · 9 columns
customer_idintegerfirst_namevarcharlast_namevarcharemailvarcharcityvarcharstatevarcharsignup_datedatesegmentvarcharreferral_sourcevarchar
| customer_id | first_name | last_name | city | state | signup_date | segment | referral_source | |
|---|---|---|---|---|---|---|---|---|
| 1 | Owen | Hudson | owen.hudson@icloud.com | San Francisco | CA | 2022-06-02 | consumer | search |
| 2 | Douglas | Mendoza | dmendoza69@gmail.com | Atlanta | GA | 2022-06-02 | consumer | NaN |
| 3 | Henry | Brooks | hbrooks@lakesidecafe.com | Los Angeles | CA | 2022-06-04 | business | NaN |
| 4 | Brian | Graham | bgraham@bluecedarhomes.com | Seattle | WA | 2022-06-06 | business | |
| 5 | Kyle | Jimenez | kjimenez27@yahoo.com | Indianapolis | IN | 2022-06-07 | consumer | NaN |
products120 rows · 8 columns
product_idintegernamevarcharcategoryvarcharsubcategoryvarcharunit_pricedecimalunit_costdecimallaunched_ondateis_activeboolean
| product_id | name | category | subcategory | unit_price | unit_cost | launched_on | is_active |
|---|---|---|---|---|---|---|---|
| 101 | Vale Velvet Loveseat | Furniture | Sofas | 1659.00 | NaN | 2023-09-11 | true |
| 102 | Alder Oak Coffee Table | Furniture | Tables | 919.00 | 503.50 | 2024-05-16 | true |
| 103 | Orchard Rattan Dining Chair | Furniture | Chairs | 789.00 | 429.87 | 2023-05-27 | true |
| 104 | Upland Oak Bookcase | Furniture | Storage | 429.00 | 214.70 | 2022-12-20 | true |
| 105 | Avery Leather Bed Frame | Furniture | Beds | 449.00 | 232.70 | 2021-08-31 | true |
returns1,673 rows · 5 columns
return_idintegerorder_item_idintegerreturned_ondatereasonvarcharrefund_amountdecimal
| return_id | order_item_id | returned_on | reason | refund_amount |
|---|---|---|---|---|
| 1 | 14 | 2023-01-10 | damaged | 83.69 |
| 2 | 42 | 2023-01-10 | wrong_item | 19.99 |
| 3 | 105 | 2023-01-14 | wrong_item | 10.99 |
| 4 | 24 | 2023-01-16 | changed_mind | 26.99 |
| 5 | 126 | 2023-01-16 | late | 20.99 |
employees60 rows · 8 columns
employee_idintegerfirst_namevarcharlast_namevarchardepartmentvarchartitlevarcharmanager_idintegerhire_datedatesalaryinteger
| employee_id | first_name | last_name | department | title | manager_id | hire_date | salary |
|---|---|---|---|---|---|---|---|
| 1 | Catherine | Hale | Executive | Chief Executive Officer | NaN | 2016-03-01 | 285000 |
| 2 | Robert | Kim | Executive | Chief Operating Officer | 1 | 2017-01-09 | 235000 |
| 3 | Megan | Collins | Sales | Head of Sales | 1 | 2018-04-16 | 172000 |
| 4 | Chloe | Gutierrez | Sales | Account Executive | 3 | 2020-01-21 | 72000 |
| 5 | Frank | Bell | Sales | Account Executive | 3 | 2023-05-21 | 73000 |
web_sessions40,000 rows · 7 columns
session_idintegercustomer_idintegerstarted_attimestampdevicevarcharsourcevarcharpages_viewedintegerconvertedboolean
| session_id | customer_id | started_at | device | source | pages_viewed | converted |
|---|---|---|---|---|---|---|
| 1 | NaN | 2023-01-01 23:02:24 | mobile | paid | 1 | false |
| 2 | 18 | 2023-01-01 15:07:49 | desktop | paid | 1 | false |
| 3 | NaN | 2023-01-01 16:55:46 | desktop | direct | 7 | false |
| 4 | NaN | 2023-01-01 12:43:28 | mobile | organic | 3 | false |
| 5 | NaN | 2023-01-01 13:06:21 | mobile | social | 2 | false |
marketing_spend3,276 rows · 3 columns
spend_datedatechannelvarcharamountdecimal
| spend_date | channel | amount |
|---|---|---|
| 2023-01-01 | paid | 492.99 |
| 2023-01-01 | 37.38 | |
| 2023-01-01 | social | 200.53 |
| 2023-01-02 | paid | 709.13 |
| 2023-01-02 | 64.13 |
The lesson
The partial-period trap
A calendar month is a fine window once it is over. While it is running, “this month” holds fewer days than “last month”, so it is always lower. On October 15th the dashboard compared 15 days of October with 30 days of September and showed a 39% drop:
daily.loc["2025-10-01":"2025-10-15"].sum() # 89,128.58
daily.loc["2025-09-01":"2025-09-30"].sum() # 145,543.20
Nothing happened to the business. Half the month had not happened yet.
Trailing windows
A trailing window always covers the same number of days, ending today. Compare the last 28 days with the 28 days before them and both sides are complete:
2025-09-18 → 2025-10-15 154,204.39
2025-08-21 → 2025-09-17 141,267.38 change +9.2%
The trend Robert should see is up, not down. A trailing window also updates every day, so it answers “how are we doing right now?” without waiting for month end.
Why 28 and not 30
Sales differ by weekday. In 2025 Harbor & Pine averaged about $7,500 of net sales on Saturdays and about $5,900 on Wednesdays. A 30-day window holds four or five of each weekday depending on where it starts, so two 30-day windows can differ only because one has an extra Saturday. Windows of 7 or 28 days always hold the same number of each weekday. The same reasoning is why weekly KPIs compare whole weeks, Monday to Sunday.
Run rates
Another fix is a run rate: month to date divided by days elapsed, times days in the month. For October, $89,128.58 / 15 × 31 = $184,199, and October did finish at $184,242. Run rates work in steady months and fail badly at season changes: a run rate taken on November 15th misses Black Friday and Cyber Monday entirely.
Common mistakes
- Month to date vs a full month. Compare it with the same days of last month, or use a trailing window.
- Windows that are not a multiple of 7. Weekday mix leaks into the comparison.
- Calling a partial month “October” on a chart. Mark it as incomplete, or leave it off until it closes.
Lantern lit!
Practised: time windowmonth to datetrailing windowpartial periodkpi definition
- Solved
- No hints
- First run
