Distribute invoice amounts into columns based on a separate value - sql

Question

Setup:
I'm trying to make a statement, where invoice amounts are dropped into columns based on their age. Id also like each column to have a total at the bottom.
Right now, I dump the data into Excel and manipulate with index(match) and an if statement. It's ugly and open to human error.
I'm trying to look at the DaysDue field of my raw data, and distribute the InvBlance into the appropriate columns as below.
sample data:
invoice: 1 daysdue:85 Invbalance: 8500.00
invoice: 2 daysdue:35 Invbalance: 3500.00
invoice: 3 daysdue:15 Invbalance: 1500.00
invoice: 4 daysdue:10 Invbalance: 1000.00
Invoice# | current (less than 30 | 31-60 days | 61-90 days | 91+ | Total
1 | | | 8500.00 | | 8500.00
2 | | 3500.00 | | | 3500.00
3 | 1500.00 | | | | 1500.00
4 | 1000.00 | | | | 1000.00
Total | 2500.00 | 3500.00 | 8500.00 | sum | 14500.00
This is my code so far. Also this is a live database.
SELECT
RTS_ARByInvoiceCustomerInfo.InvoiceNumber AS 'Invoice#',
RTS_ARByInvoiceCustomerInfo.DaysFromDueDate AS 'DaysDue',
RTS_ARByInvoiceCustomerInfo.AmountRemaining AS 'InvBalance'
FROM
TrulinXLive.dbo.RTS_ARByInvoiceCustomerInfo RTS_ARByInvoiceCustomerInfo
ORDER BY
RTS_ARByInvoiceCustomerInfo.InvoiceNumber
Thanks for any help.

Answer 1

Here is a solution. I created a table variable with your sample data:
DECLARE #Data TABLE
(
[InvoiceID] INT NOT NULL,
[DaysDue] INT NOT NULL,
[Balance] DECIMAL(10, 2) NOT NULL
);
INSERT INTO #Data
(
[InvoiceID],
[DaysDue],
[Balance]
)
VALUES
(1, 85, 8500.00),
(2, 35, 3500.00),
(3, 15, 1500.00),
(4, 10, 1000.00);
;WITH [transformed]
AS (SELECT CAST([InvoiceID] AS VARCHAR(10)) AS [Invoice #],
CASE WHEN [DaysDue] BETWEEN 0 AND 29 THEN
[Balance]
ELSE
NULL
END AS [Current (less than 30)],
CASE WHEN [DaysDue] BETWEEN 30 AND 60 THEN
[Balance]
ELSE
NULL
END AS [31-60 days],
CASE WHEN [DaysDue] BETWEEN 61 AND 90 THEN
[Balance]
ELSE
NULL
END AS [61-90 days],
CASE WHEN [DaysDue] > 90 THEN
[Balance]
ELSE
NULL
END AS [91+],
[Balance] AS [Total]
FROM #Data)
SELECT [transformed].[Invoice #],
[transformed].[Current (less than 30)],
[transformed].[31-60 days],
[transformed].[61-90 days],
[transformed].[91+],
[transformed].[Total]
FROM [transformed]
UNION ALL
SELECT 'Total',
SUM([transformed].[Current (less than 30)]),
SUM([transformed].[31-60 days]),
SUM([transformed].[61-90 days]),
SUM([transformed].[91+]),
SUM([transformed].[Total])
FROM [transformed];
The output is:
Invoice #
Current (less than 30)
31-60 days
61-90 days
91+
Total
1
NULL
NULL
8500.00
NULL
8500.00
2
NULL
3500.00
NULL
NULL
3500.00
3
1500.00
NULL
NULL
NULL
1500.00
4
1000.00
NULL
NULL
NULL
1000.00
Total
2500.00
3500.00
8500.00
NULL
14500.00
You can adjust for your actual table name, etc.