For each of the 12 months, I'm looking to create a field that sums the sales dollars at the account level for the most recent month and the 2nd most recent month based on the current date.
For example, given that today's date is 2022-10-28, 'MostRecentNovember' would sum up sales from November 2021. '2ndMostRecentNovember' would sum up sales from November 2020. Once the current date moves into November 2022, this query would adjust to pull MostRecentNovember sales from 2022 and 2ndMostRecentNovember sales from 2021.
Conversely, given that today's date is 2022-10-28 'MostRecentJune' would sum up sales from June 2022 and '2ndMostRecentJune' would sum up sales from June 2021.
In the end state, each account would have 24 fields: January - December for Most Recent and January - December for 2nd most recent
Below is my attempt at this code, this gets partially there, but it's not getting what I need. I've also tried with a CTE, but that didn't seem to do it either
SELECT NovemberMostRecent_Value =
sum(case when datepart(year,tran_date) = datepart(year, getdate())
AND DATEPART(month, tran_date) = 11 then value else 0 end)
NovemberSecondMostRecent_Value =
sum(case when datepart(year,tran_date) = datepart(year, getdate())-1
AND DATEPART(month, tran_date) = 11 then value else 0 end)
Here's a snippet of the source data table
account_no
tran_date
value
123
2021-11-22
500
123
2021-11-01
500
123
2020-11-20
1500
123
2022-06-03
5000
123
2021-06-04
2000
456
2020-11-03
525
456
2021-11-04
125
A table of desired Results
account_no
NovemberMostRecent
November2ndMostRecent
June MostRecent
June2ndMostRecent
123
1000
1500
5000
2000
456
125
525
0
0
We use dense_rank() by year desc (partitioned by month) and pivot.
select *
from
(
select account_no
,value
,concat(datename(month, tran_date), '_', dense_rank() over(partition by month(tran_date) order by year(tran_date) desc)) as month_rnk
from t
) t
pivot (sum(value) for month_rnk in(June_1, June_2, November_1, November_2)) p
account_no
June_1
June_2
November_1
November_2
123
5000
2000
1000
1500
456
null
null
125
525
Fiddle
Related
How to choose customers who have made a large amount of payments in December 2018 if we take into account the exchange rate
I have a table:
Trandate date - transaction date
Transum numeric (20,2) - amount of payment
CurrencyRate numeric (20,2) - currency exchange rate
ID_Client Trandate Transum CurrencyRate Currency
--------------------------------------------------------
1 2018.12.01 100 1 UAH
1 2018.12.02 150 2 USD
2 2018.12.01 200 1 UAH
3 2018.12.01 250 3 EUR
3 2018.12.02 300 1 UAH
3 2018.12.03 350 2 USD
7 2019.01.08 600 1 UAH
but I think that "max" is not at all what I need
SELECT ID_Client, MAX(Transum*CurrencyRate)
FROM `Payment.TotalPayments`
WHERE YEAR(Trandate) = 2018
AND MONTH(Trandate) = 12
I need something this
ID_Client Transum
3 1750
Where 1750 is a "UAH" and 350USD + 300UAH + 250EUR, exchange rate of USD is 2, exchange rate of EUR is 3.
If you're trying to get the sum of transaction amounts by client for the year 2018 and month of December, you could write it like this:
SELECT ID_Client, SUM(Transum*CurrencyRate) as payment_total_converted
FROM `Payment.TotalPayments`
WHERE YEAR(Trandate) = 2018
and MONTH(Trandate) = 12
group by ID_Client
If you want things grouped by each client, year, and month in a given date range, you'd write it like this:
SELECT ID_Client, YEAR(Trandate) as tran_year, MONTH(Trandate) as tran_month,
SUM(Transum*CurrencyRate) as payment_total_converted
FROM `Payment.TotalPayments`
WHERE Trandate between '2018-12-01' and '2019-01-01'
group by ID_Client, YEAR(Trandate), MONTH(Trandate)
I added a column name for your computed column so that the result set is still relational (columns need distinct names).
I'd recommend reading up on the SQL 'group by' clause (https://www.w3schools.com/sql/sql_groupby.asp) and aggregate (https://www.w3schools.com/sql/sql_count_avg_sum.asp, https://www.w3schools.com/sql/sql_min_max.asp) operators.
I think you want sum(). Then you can order by the result:
SELECT ID_Client, SUM(Transum*CurrencyRate) as total
FROM `Payment.TotalPayments`
WHERE Trandate >= '2018-12-01' AND Transdate < '2019-01-01'
GROUP BY ID_Client
ORDER BY total DESC;
I want to extract all budget entries charged to the current year and cumulated over each month after .In January, taking the total over January, February take accumulated of January plus accumulated February...
I started with this query :
IF OBJECT_ID('tempdb..#BudgetTransTmp') IS NOT NULL
DROP TABLE #BudgetTransTmp
Select
Row_number() over(ORDER BY YEAR(BTLine.DATE),MONTH(BTLine.DATE)) as RowNumber,
COMBINATION.DISPLAYVALUE,
BTLine.LedgerDimension AS LedgerDimension,
MIN(BTLine.TransactionCurrencyAmount) AS Amount,
SUM(BTLine.TransactionCurrencyAmount)
OVER (ORDER BY YEAR(BTLine.DATE),MONTH(BTLine.DATE),BTLine.LedgerDimension,COMBINATION.DISPLAYVALUE ) AS SUM,
YEAR(BTLine.DATE) AS Year ,
MONTH(BTLine.DATE) AS MONTH
INTO #BudgetTransTmp
FROM MicrosoftDynamicsAX.dbo.BudgetTransactionLine AS BTLine
--Get Display value
INNER JOIN MicrosoftDynamicsAX.dbo.DIMENSIONATTRIBUTEVALUECOMBINATION AS COMBINATION
ON COMBINATION.RECID = BTLine.LEDGERDIMENSION
GROUP BY
BTLine.LedgerDimension,
YEAR(BTLine.DATE),
MONTH(BTLine.DATE)
ORDER BY RowNumber
The result is :
LedgerDimension Amount SUM Year Month Display
1 22565448266 850.00 850.00 2012 8 601200-001-027--
2 22565448265 1700.00 2550.0 2012 12 601200-002-027--
3 22565448266 2700.00 5250.00 2012 12 601200-001-027--
4 22565448267 650.00 5900.00 2012 12 601400-002-027--
5 22565448268 1100.00 7000.00 2012 12 601400-001-027--
But i want to get
LedgerDimension Amount SUM Year Month Display
1 22565448266 850.00 850.00 2012 8 601200-001-027--
2 22565448265 1700.00 1700.0 2012 12 601200-002-027--
3 22565448266 2700.00 3350.00 2012 12 601200-001-027--
4 22565448267 650.00 650.00 2012 12 601400-002-027--
5 22565448268 1100.00 1100.00 2012 12 601400-001-027--
I think my COMBINATION of ORDER by (primary key) must be betwwen LedgerDimension ,Year , Month , Display
Any help in this regards
I think what you need to do is:
SUM(BTLine.TransactionCurrencyAmount)
OVER (PARTITION BY BTLine.LedgerDimension ORDER BY YEAR(BTLine.DATE),MONTH(BTLine.DATE),BTLine.LedgerDimension,COMBINATION.DISPLAYVALUE ) AS SUM
let me know if this works.
I know this sounds really simple but I just cannot seem to get my head around it.
I have a temporary table that holds for example, Handler, MonthName, MonthNumber and MTD, which is a total for that month. What I need to do with that data is then create a running total for each Handler, from April to March. Now, here is the bit I am struggling with. Not all Handlers will have data for all months.
For example.
Handler MonthName MonthNo MTD
Julian Slaughter April 1 10000
Julian Slaughter June 3 12000
Julian Slaughter July 4 10000
Julian Slaughter September 6 12000
Bob Monkhouse April 1 5000
Bob Monkhouse July 4 5000
So I want the results to look like this
Julian Slaughter April 1 10000
Julian Slaughter May 2 10000
Julian Slaughter June 3 22000
Julian Slaughter July 4 32000
Julian Slaughter August 5 32000
Julian Slaughter September 6 44000
...and so on until March
Bob Monkhouse April 1 5000
Bob Monkhouse May 2 5000
Bob Monkhouse June 3 5000
Bob Monkhouse July 4 10000
...and so on until March
I have tried LEFT JOIN onto a table of the Month Names\Numbers and I have had an attempt at
OVER(PARTITION ..... ORDER BY ..... RANGE\ROWS)
but can't get the missing months.
Thanks in advance, sorry for the poor formatting, not sure how to do tables on here.
EDIT - Here is my LEFT JOIN attempt
SELECT
Months.MonthNo,
Department,
Executive,
#8.MonthNo,
MTD = SUM([TY MTD Prem]) OVER (PARTITION BY Department, Executive, [Exec Code] ORDER BY #8.MonthNo RANGE UNBOUNDED PRECEDING)
FROM Months
LEFT JOIN #8 ON Months.MonthNo = #8.MonthNo
For one Executive, I only get 4 rows, not the 12 I need. Can't show you the results for Data Protection purposes.
DECLARE #start_date date, #end_date date
SELECT #start_date='2012-04-01',#end_date='2013-03-31'
;WITH xo AS
(
SELECT #start_date AS cte_start_date
UNION ALL
SELECT DATEADD(MONTH, 1, cte_start_date)
FROM xo
WHERE DATEADD(MONTH, 1, cte_start_date) <= #end_date
), x as (
select *,row_number() over (order by cte_start_date) monthno
from xo
)
, y as (
select distinct handler from test
)
SELECT y.handler, datename(mm,x.cte_start_date), x.monthno
,(select sum(mtd) from test a where a.handler=y.handler and a.monthno<=x.monthno) mtd
FROM y
cross join x
order by 1,3
see example on SQLFiddle http://sqlfiddle.com/#!3/7d483/15
Sorry for the delay. The proposed solution worked a treat. I had to use the same code several times in various other parts of my giant query but it worked great.
i have a store sales table which looks like below containing two years of data.
If the sales amount is '0' for a particular day for a particular store ,i have to take sales for same day last week.(current day-7)
if those sales are also '0' then sales for current_day-8
if those sales are also '0' then sales for current_day-9
if those sales are also '0' then sales for current_day-10
Sales_table1
day_id week_id sales Store
2/1/2014 201401 34566 1234
2/2/2014 201401 67777 567
2/3/2014 201401 3333 698
2/4/2014 201401 45644 345
2/5/2014 201401 2456 789
**2/6/2014 201401 3456 567**
2/7/2014 201401 5674 780
2/8/2014 201402 3333 1234
2/9/2014 201402 22222 567
2/10/2014 201402 111134 698
2/11/2014 201402 56789 345
2/12/2014 201402 4356 789
**2/13/2014 201402 0 567**
2/14/2014 201402 899 780
please give the query that i can use.
As you have not said which database you are using I'm giving a solution using SQL Server as that's what I'm most familiar with.
The logic of my query is to select all the rows where sales are greater than zero for each store, where the date of the sales info is either the MAX date in the table or the date is less than or equal to the MAX(date)-7 days (effectively exclude any sales in the previous 7 days). I'm doing this because you said you need to take the most recent sale or sales on day -7, -8, -9, etc.
From that set of rows the query then picks the most recent sale date.
;WITH Store_Dates AS (
SELECT store, MAX(day_id) max_date, DATEADD(day, -7, MAX(day_id)) old_date
FROM Sales_Table1
GROUP BY store
)
,Sale_Days AS (
SELECT MAX(day_id) day_id, Sales_Table1.store
FROM Sales_Table1 INNER JOIN Store_Dates
ON Sales_Table1.store = Store_Dates.store
WHERE sales > 0
AND (day_id = max_date
OR day_id <= old_date)
GROUP BY Sales_Table1.store
)
SELECT Sales_Table1.*
FROM Sales_Table1 INNER JOIN Sale_Days
ON Sales_Table1.store = Sale_Days.store
AND Sales_Table1.day_id = Sale_Days.day_id
SQL Fiddle
The only thing my query does not do is stop after going back X number of days. You could do that by limiting the number of rows returned from the Sale_Days query.
I have two tables that I'm working with. Let's call them "Customers" and "Points".
The Points table looks like this:
Account Year M01 M02 M03 M04 M05 M06 M07 M08 M09 M10 M11 M12
123 2011 10 0 0 0 10 0 10 0 0 0 0 10
123 2012 0 0 0 0 10 0 0 10 10 10 10 20
123 2013 5 0 0 0 0 0 0 0 0 0 0 0
But these points work on a rolling 12 months. Calculating a current customer's points is simple enough, but the challenge is for customers who are no longer active. Say Customer 123 became inactive on Jan 2013, we would only want to calculate Feb'12-Jan'13. This is where the other table, Customers, comes in, let's simplify and say it looks just like this:
Account End Date
123 20130105
Now, what I want to do is create a query that calculates the amount of points that each customer has. (Current 12 months for active customers, last 12 months they were active for customers who are no longer active.)
Here's some more information:
I'm running SQL Server 2008.
These tables have been supplied to me like this, I can't modify them.
An active customer is one who has an end date of 99991231 (Dec 31 9999)
The points table only populates for years that the customer is an active customer. Aka, someone becomes an active customer Feb 2009, they have an entry for the year 2009, if they became inactive in July 2009, their points is only calculating Feb-July 2009, there is no row for 2008 because they weren't a customer back then. Jan & Aug-Dec 2009 will show 0's.
Additionally, the record is only created if the customer gains any points that year. If a customer gets 0 points in a year, there will be no record of it.
For border cases, if you get into the first day of a month, then that month is counted. Example, let's say today is April 1st, 2013, that means we sum up May'12-April'13.
This is a pretty complex question. If there's anything I can explain better please let me know. Thank you!
Unfortunately with your table structure of points you will have to unpivot the data. An unpivot takes the data from the multiple columns into rows. Once the data is in the rows, it will be much easier to join, filter the data and total the points for each account. The code to unpivot the data will be similar to this:
select account,
cast(cast(year as varchar(4))+'-'+replace(month_col, 'M', '')+'-01' as date) full_date,
pts
from points
unpivot
(
pts
for month_col in ([M01], [M02], [M03], [M04], [M05], [M06], [M07], [M08], [M09], [M10], [M11], [M12])
) unpiv
See SQL Fiddle with Demo. The query gives a result similar to this:
| ACCOUNT | FULL_DATE | PTS |
------------------------------
| 123 | 2011-01-01 | 10 |
| 123 | 2011-02-01 | 0 |
| 123 | 2011-03-01 | 0 |
| 123 | 2011-04-01 | 0 |
| 123 | 2011-05-01 | 10 |
Once the data is in this format, you can join the Customers table to get the total points for each account, so the code will be similar to the following:
select
c.account, sum(pts) TotalPoints
from customers c
inner join
(
select account,
cast(cast(year as varchar(4))+'-'+replace(month_col, 'M', '')+'-01' as date) full_date,
pts
from points
unpivot
(
pts
for month_col in ([M01], [M02], [M03], [M04], [M05], [M06], [M07], [M08], [M09], [M10], [M11], [M12])
) unpiv
) p
on c.account = p.account
where
(
c.enddate = '9999-12-31'
and full_date >= dateadd(year, -1, getdate())
and full_date <= getdate()
)
or
(
c.enddate <> '9999-12-31'
and dateadd(year, -1, [enddate]) <= full_date
and full_date <= [enddate]
)
group by c.account
See SQL Fiddle with Demo
Lousy data structure. The first thing to do is to unpivot it. Then you get a table with year-month-points as the columns.
From here, you can just select the most recent 12 months. In fact, you don't even have to worry about when a customer left, since presumably they have not collected points since then.
Here is an example in SQL:
with points as (
select 123 as account, 2012 as year,
10 as m01, 0 as m02, 0 as m03, 0 as m04, 10 as m05, 0 as m06,
10 as m07, 0 as m08, 0 as m09, 0 as m10, 0 as m11, 10 as m12
),
points_ym as (
select account, YEAR, mon, cast(right(mon, 2) as int) as monnum, points
from points
unpivot (points for mon in (m01, m02, m03, m04, m05, m06, m07, m08, m09, m10, m11, m12)
) as unpvt
)
select account, SUM(points)
from points_ym
where year*12+monnum >= year(getdate())*12+MONTH(getdate()) - 12
group by account