Jinja and Macros in dbt: Dynamic SQL, Templating and Custom Macros
Jinja transforms dbt from SQL tool to programmable transformation framework: variables, reusable loops, conditions and macros for DRY SQL. Explore dbt-utils (the standard library) and how to write custom macros with typed parameters.
Jinja2 in dbt: What it is and Why It Exists
dbt usa Jinja2, the Python templating engine, to add programmability
to the SQL. Everything that fits between double curly brackets {{ }}
is a Jinja expression, everything in between {% %} it is
a control statement (if, for, set).
Before running each model in the warehouse, dbt compile the Jinja template in pure SQL.
You can see the compiled SQL in the folder target/compiled/ after each dbt run.
Variables: var() and env_var()
dbt provides two functions for accessing variables in SQL code:
var(): Project variables
-- In dbt_project.yml puoi definire variabili globali:
# dbt_project.yml
vars:
start_date: '2024-01-01'
lookback_days: 30
payment_methods: ['credit_card', 'paypal', 'bank_transfer']
-- Usale nei modelli con var():
SELECT *
FROM {{ ref('stg_orders') }}
WHERE created_at >= '{{ var("start_date") }}'::date
-- Puoi sovrascrivere una variabile da CLI:
-- dbt run --vars '{"start_date": "2025-01-01", "lookback_days": 7}'
env_var(): Environment Variables
-- Accedi alle variabili d'ambiente del sistema
SELECT *
FROM {{ source('raw', 'events') }}
WHERE environment = '{{ env_var("DBT_ENVIRONMENT", "development") }}'
-- Il secondo parametro è il valore di default (opzionale)
-- Nei profiles.yml per le credenziali (prattica consigliata):
# profiles.yml
my_profile:
outputs:
prod:
type: snowflake
account: "{{ env_var('SNOWFLAKE_ACCOUNT') }}"
password: "{{ env_var('SNOWFLAKE_PASSWORD') }}"
if/else conditions in Templates
Jinja conditional statements allow you to write models that behave differently based on context (environment, variables, type of materialization):
-- models/marts/finance/orders_with_taxes.sql
-- Logica di calcolo tasse diversa per paese
SELECT
order_id,
customer_id,
total_amount,
{% if var("target_market") == "US" %}
total_amount * 0.08 AS tax_amount, -- aliquota USA semplificata
{% elif var("target_market") == "IT" %}
total_amount * 0.22 AS tax_amount, -- IVA italiana
{% else %}
total_amount * 0.20 AS tax_amount, -- aliquota default EU
{% endif %}
total_amount + tax_amount AS total_with_tax
FROM {{ ref('stg_orders') }}
WHERE status = 'completed'
is_incremental(): Fundamental Pattern
The built-in macro is_incremental() it is used in incremental models to add
the temporal filter only when the model is run in incremental mode
(not in full refresh):
-- models/marts/events_daily.sql
{{ config(materialized='incremental', unique_key='event_date') }}
SELECT
DATE_TRUNC('day', event_timestamp) AS event_date,
event_type,
COUNT(*) AS event_count,
COUNT(DISTINCT user_id) AS unique_users
FROM {{ ref('stg_events') }}
-- Questo blocco viene incluso SOLO nelle esecuzioni incrementali
{% if is_incremental() %}
WHERE event_timestamp > (SELECT MAX(event_date) FROM {{ this }})
{% endif %}
GROUP BY 1, 2
Loop for: Dynamic SQL Generation
Jinja loops are very powerful for generating repetitive SQL without copy-pasting:
-- Genera colonne per i giorni della settimana dinamicamente
SELECT
customer_id,
order_date,
{% for day_num in range(1, 8) %}
SUM(CASE WHEN DAYOFWEEK(order_date) = {{ day_num }}
THEN total_amount
ELSE 0 END) AS revenue_day_{{ day_num }}
{% if not loop.last %},{% endif %}
{% endfor %}
FROM {{ ref('stg_orders') }}
GROUP BY 1, 2
-- Pivot di metriche da una lista di variabile
{% set metrics = ['revenue', 'order_count', 'avg_order_value'] %}
SELECT
month,
region,
{% for metric in metrics %}
SUM(CASE WHEN metric_name = '{{ metric }}' THEN metric_value END) AS {{ metric }}
{%- if not loop.last %},{% endif %}
{% endfor %}
FROM {{ ref('metrics_unpivoted') }}
GROUP BY 1, 2
Macros: Reusable SQL Functions
Macros are the code reuse mechanism in dbt: Jinja functions that take parameters
and return SQL. They go into the directory macros/.
Simple Macro: Null Value Cleanup
-- macros/utils/safe_divide.sql
-- Divisione sicura che evita division by zero
{% macro safe_divide(numerator, denominator, default_value=0) %}
CASE
WHEN {{ denominator }} = 0 OR {{ denominator }} IS NULL
THEN {{ default_value }}
ELSE {{ numerator }} / {{ denominator }}
END
{% endmacro %}
-- Utilizzo nel modello:
SELECT
customer_id,
total_revenue,
order_count,
{{ safe_divide('total_revenue', 'order_count') }} AS avg_order_value
FROM {{ ref('customer_summary') }}
Advanced Macro: Dynamic UNION ALL Generation
-- macros/union_relations.sql
-- Crea UNION ALL da una lista di ref()
{% macro union_all_tables(relations) %}
{% for relation in relations %}
SELECT
'{{ relation }}' AS source_table,
*
FROM {{ ref(relation) }}
{% if not loop.last %}UNION ALL{% endif %}
{% endfor %}
{% endmacro %}
-- Utilizzo:
-- {{ union_all_tables(['events_jan', 'events_feb', 'events_mar']) }}
Macro with run_query(): Querying the Warehouse in Macros
-- macros/get_column_values.sql
-- Recupera valori distinti da una colonna per uso in loop
{% macro get_column_values(table, column) %}
{% set query %}
SELECT DISTINCT {{ column }}
FROM {{ ref(table) }}
ORDER BY 1
{% endset %}
{% set results = run_query(query) %}
{% if execute %} -- execute è False durante la fase di parsing
{% set values = results.columns[0].values() %}
{% do return(values) %}
{% else %}
{% do return([]) %}
{% endif %}
{% endmacro %}
-- Utilizzo per un pivot dinamico:
{% set regions = get_column_values('stg_orders', 'region') %}
SELECT
order_date,
{% for region in regions %}
SUM(CASE WHEN region = '{{ region }}' THEN revenue END) AS revenue_{{ region | lower | replace(' ', '_') }}
{%- if not loop.last %},{% endif %}
{% endfor %}
FROM {{ ref('orders_daily') }}
GROUP BY 1
dbt-utils: The Standard Library
dbt-utils it is the most used package in the dbt ecosystem. It provides common macros that any project would probably reinvent from scratch:
# packages.yml
packages:
- package: dbt-labs/dbt_utils
version: 1.3.0
# Installa con:
# dbt deps
The Most Used dbt-utils Macros
-- 1. generate_surrogate_key: chiave surrogata da più colonne (hash MD5)
SELECT
{{ dbt_utils.generate_surrogate_key(['order_id', 'customer_id']) }} AS sk,
order_id,
customer_id
FROM {{ ref('stg_orders') }}
-- 2. unpivot: trasforma colonne in righe (simile a UNPIVOT SQL)
{{ dbt_utils.unpivot(
relation=ref('orders_pivoted'),
cast_to='float',
exclude=['order_date', 'customer_id'],
field_name='metric_name',
value_name='metric_value'
) }}
-- 3. date_spine: genera una sequenza di date continua (per riempire i gap)
WITH date_spine AS (
{{ dbt_utils.date_spine(
datepart="day",
start_date="cast('2024-01-01' as date)",
end_date="current_date"
) }}
),
orders AS (
SELECT DATE_TRUNC('day', created_at) AS order_date, SUM(amount) AS revenue
FROM {{ ref('stg_orders') }}
GROUP BY 1
)
-- LEFT JOIN per avere 0 anche nei giorni senza ordini
SELECT
d.date_day,
COALESCE(o.revenue, 0) AS revenue
FROM date_spine d
LEFT JOIN orders o ON d.date_day = o.order_date
-- 4. pivot: trasforma righe in colonne
{{ dbt_utils.pivot(
column='status',
values=['completed', 'pending', 'cancelled'],
agg='count',
then_value='order_id'
) }}
Best Practices for Macros
Guidelines for Quality Macros
-
USA
if executefor macros that execute queries: the DAG comes parsed several times and not all phases require actual execution - Document macros in the same way as templates — dbt will generate documentation also for macros with Jinja docstrings
- Prefer consolidated packages (dbt-utils, dbt-expectations) to reinvention of the wheel — are tested by thousands of projects
- Keep macros simple: if a macro is difficult to read, it's probably better to split it or express the logic as explicit SQL in the template
Anti-pattern: Over-engineered macros
The most common mistake is to use macros for everything. Macros add layers of indirection that makes the code less readable. Use them for genuinely reusable logic (3+ uses in the project). For SQL used once or twice, the explicit code is more maintainable.
Conclusions and Next Steps
With Jinja and macros, dbt stops being a simple SQL runner and becomes a framework of programmable transformation. Variables make models adaptable to environments, i loops eliminate repetition, macros encapsulate reusable logic.
The next article addresses a crucial topic for performance in production: the materializations. When to use views, tables, incremental models, and snapshots — and how to choose the right strategy for each dataset.







