Instructions
1. Core Standards
- Naming Convention:
snake_casefor the Explore name. - Required Parameters:
- description: 100% Coverage. Every Explore MUST have a description. - label: A user-friendly name for the Explore in the UI. - view_name: Defaults to explore name, but explicit definition is safer.
- Joins:
- relationship: Required (one_to_one, many_to_one). - sql_on: Required. Use ${left.id} = ${right.id} syntax. - type: defaults to left_outer. Use inner or full_outer explicitly if needed.
- Formatting:
- Do NOT use from to rename views just for aesthetics. Use view_label instead. - Exception: Polymorphic joins, Self-joins, Rescoping extensions.
2. Advanced Configuration
always_filter: specific filters that users can change but cannot remove.sql_always_where: specific restrictions that users *cannot* change.persist_with: Link explore cache to datagroups (e.g.,default_datagroup).fields: Use inclusive lists to strictly control content when necessary (ALL_FIELDS*,-view.field).
3. Performance Optimization (Aggregate Tables)
Aggregate Tables (Aggregate Awareness) allow Looker to query smaller, pre-aggregated tables instead of the raw granular data, drastically improving query performance.
Anatomy of an Aggregate Table
explore: orders {
aggregate_table: rollup_name {
query: {
dimensions: [created_date, status]
measures: [total_revenue, count]
filters: [orders.created_date: "6 months"]
}
materialization: {
datagroup_trigger: ecommerce_etl
# partition_keys: ["created_date"] # BigQuery/Presto optimization
# increment_key: "created_date" # Incremental builds
# increment_offset: 3 # Rebuild last 3 periods
}
}
}Key Parameters
- Query: Defines the "shape" of the rollup.
- Dimensions: Include all dimensions commonly used in dashboards (including filters). - Measures: Include base measures (sum, count). Looker can derive averages from sum+count. - Filters: Optional. Restricts the rollup to a subset of data (e.g., "last 6 months").
- Materialization:
- datagroup_trigger: (Recommended) Rebuilds when the ETL job completes. - sql_trigger_value: Rebuilds when a SQL query returns a new value. - increment_key: (Advanced) Appends new data instead of full rebuilds. Best for massive tables. - indexes / partition_keys / cluster_keys: Dialect-specific optimizations.
- Best Practices:
- Timeframes: Include the finest grain needed (e.g., date). Looker can roll up date to month or year automatically. - Exact Match: The user's query must be a *strict subset* of the aggregate table's fields to satisfy the awareness logic. - Filter Awareness: If a user filters on a field *not* in the aggregate table, Looker cannot use it (unless it's an "exact match" special case). Add common filter fields to the dimensions list.
4. Extending Explores
- Extends: Use
extends: [base_explore]to inherit joins, fields, and descriptions from another explore.
- Use Case: Create a "Base" explore with common joins, then "Extended" explores for specific analysis (e.g., orders -> marketing_orders).
Examples
Basic Explore
explore: orders {
label: "Orders"
description: "Analyze order data, including user and product details."
view_name: orders
join: users {
relationship: many_to_one
sql_on: ${orders.user_id} = ${users.id} ;;
}
}Explore with Filters & Caching
explore: events {
label: "Web Events"
description: "User interaction events."
persist_with: default_datagroup
# Users can change this filter, but it defaults to '7 days'
always_filter: {
filters: [events.created_date: "7 days"]
}
# Users CANNOT change this filter.
sql_always_where: ${events.is_test_data} = false ;;
join: sessions {
relationship: many_to_one
sql_on: ${events.session_id} = ${sessions.session_id} ;;
}
}
## Aggregate Table (Advanced)
explore: orders { aggregate_table: monthly_sales_summary { query: { dimensions: [created_month, status, products.category] measures: [total_revenue, count] filters: [orders.created_date: "2 years"] } materialization: { datagroup_trigger: ecommerce_etl partition_keys: ["created_month"] increment_key: "created_month" increment_offset: 1 # Rebuild current and previous month } } }
## Extended Explore
explore: orders_extended { extends: [orders] label: "Orders (Marketing View)" view_name: orders
# Add new joins specific to this view join: marketing_channels { sql_on: ${orders.channel_id} = ${marketing_channels.id} ;; relationship: many_to_one } }
Reference Skills
For more complex scenarios, refer to these specialized skills:
- Advanced Explore Configuration: UNNESTing, lateral flattens, and row-level security.
- Joins Deep Dive: Detailed join types, relationships, and aliasing.