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 10/6/22, '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 10/6/22 'MostRecentJune' would sum up sales from June 2022 and '2ndMostRecentJune' would sum up sales from June 2021.
Below is my attempt at this code, I think this gets partially there, but not sure it's exactly what I want
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
11/22/21
500
123
11/1/21
500
123
11/20/20
1500
123
6/3/22
5000
123
6/4/21
2000
456
11/3/20
525
456
11/4/21
125
Per Request in Comments. A table of desired Results
account_no
NovemberMostRecent
November2ndMostRecent
June MostRecent
June2ndMostRecent
123
1000
1500
5000
2000
456
125
525
0
0
Why don't you just sum up the sales then group by month and year for the last two years? Wouldn't that solve the problem?
Or you can show a table that depicts what you are trying to achieve.
This should work fine.
Note: I only assume the account_no is the same for all the rows, if they are different, then you will need to pass it as a condition in the subquery.
WITH CTE AS
(SELECT (SELECT SUM(value) FROM tablename WHERE datepart(year, tran_date) = YEAR(getdate()) AND datepart(month, tran_date) = 11)
AS first_value,
(SELECT SUM(value) FROM tablename WHERE datepart(year, tran_date) = YEAR(getdate())-1 AND datepart(month, tran_date) = 11)
AS second_value,
(SELECT SUM(value) FROM tablename WHERE datepart(year, tran_date) = YEAR(getdate())-2 AND datepart(month, tran_date) = 11)
AS third_value)
SELECT IIF (first_value>0, first_value, second_value) AS NovemberMostRecent_Value,
IIF (first_value>0, second_value, third_value) AS NovemberSecondMostRecent_Value FROM CTE;
Related
I am having trouble accurately doing a year over year comparison by month but at any point during the month. For example for August 2022 vs 2021, I want to compare August 1 to today, rather than full month of August 2021.
My data has a date field.
I want the final result to basically be:
Product_ID, Year, Month, PY_Sales, CY_Sales
I have daily totals. Some products do have not sales on certain days though. Here's an example:
product_id
sale_date
units
1
2021-01-01
5
2
2021-01-02
4
...
...
...
1
2021-06-05
2
2
2021-08-01
1
2
2021-08-31
6
2
2022-01-06
1
2
2022-08-15
9
The final result for August should be:
product_id
Year
Month
PY_Sales
CY_Sales
2
2022
8
1
9
Right now my code will show 7 for August for product_id = 2 because 6 sales happened on August 31st but that day hasn't happened yet in 2022.
This is the code I have, but it doesn't do MTD. Right now, PY_Sales for August 2022 is showing the entire August of 2021, but I want it to show the MTD of August 2021. I used this code because some products do not have sales on certain months.
WITH cte AS
(
SELECT
PRODUCT_ID,
EXTRACT(YEAR FROM SALE_DATE) AS Year,
EXTRACT(MONTH FROM SALE_DATE) AS Month,
CONCAT(EXTRACT(YEAR FROM SALE_DATE), '-',EXTRACT(MONTH FROM SALE_DATE)) AS Year_Month,
SUM(Units) AS Units
FROM data
WHERE Product_ID = 1
AND DATE(SALE_DATE) >= '2019-01-01'
GROUP BY 1, 2, 3
),
diff AS
(
SELECT
COALESCE(c.PRODUCT_ID, p.PRODUCT_ID) AS Product_ID,
COALESCE(c.Year, p.Year + 1) AS Year,
COALESCE(c.Month, p.Month) AS Month,
IFNULL(c.Units, 0) AS Current_Units,
IFNULL(p.Units, 0) AS Previous_Units,
NULLIF(((IFNULL(c.Units, 0) - IFNULL(p.Units,0)) / p.Units),0) * 100 AS Percent_Change
FROM CTE c
FULL OUTER JOIN CTE p ON c.PRODUCT_ID = p.PRODUCT_ID AND c.Year = p.Year + 1 AND c.Month = p.Month
WHERE c.Year <= EXTRACT(YEAR FROM CURRENT_DATE())
ORDER BY 2, c.Year, c.Month
)
SELECT *
FROM diff
--This is to avoid dividing by 0
WHERE diff.Previous_Units > 0
--AND Percent_Change <= -.5
I'm being a little repetitive but I hope this is clear! Thank you so much!
In the cte table you summarize the sold units by month and year.
Your question can be solved by adding here a column units_last_year. This contains the units, which are sold up to the day one year ago. Today is the 27th of August 2022, therefore the units on the 31th of August 2021 will be set to zero.
SUM(Units) AS Units,
SUM(IF(SALE_DATE< date_sub(current_Date(),interval 1 year), Units, 0 )) as units_last_year
Please use the safe_divide command, if there is any chance of diving by zero
Here is the full query with example data.
You given an example of fixed dates, which are compared to the current date. Therefore, the query would not show the desired effect after 30th of August 2022.
The product_id three is made up values related to the current date, thus the following query yields results after August 2022.
with data as (
select *,date(sale_date_) as sale_date
from (
Select 1 product_id, "2021-01-01" sale_date_, 5 units
union all select 2,"2021-01-02", 4
union all select 1,"2021-06-05", 2
union all select 2,"2021-08-01", 1
union all select 2,"2021-08-31", 6
union all select 2,"2022-01-06", 1
union all select 2,"2022-08-15", 9
union all select 3, current_date(), 10
union all select 3, date_sub(current_date(),interval 1 year), 9
union all select 3, date_sub( date_trunc(current_date(),month),interval 1 year), 1
)
),
cte AS
(
SELECT
PRODUCT_ID,
EXTRACT(YEAR FROM SALE_DATE) AS Year,
EXTRACT(MONTH FROM SALE_DATE) AS Month,
CONCAT(EXTRACT(YEAR FROM SALE_DATE), '-',EXTRACT(MONTH FROM SALE_DATE)) AS Year_Month,
SUM(Units) AS Units,
sum(if(SALE_DATE< date_sub(current_Date(),interval 1 year), units, 0 )) as units_last_year
FROM data
WHERE # Product_ID = 1 AND
DATE(SALE_DATE) >= '2019-01-01'
GROUP BY 1, 2, 3, 4
),
diff AS
(
SELECT
COALESCE(c.PRODUCT_ID, p.PRODUCT_ID) AS Product_ID,
COALESCE(c.Year, p.Year + 1) AS Year,
COALESCE(c.Month, p.Month) AS Month,
IFNULL(c.Units, 0) AS Current_Units,
IFNULL(p.Units, 0) AS Previous_Units,
IFNULL(p.Units_last_Year, 0) AS Previous_Units_ok,
NULLIF(((IFNULL(c.Units, 0) - IFNULL(p.Units,0)) / p.Units),0) * 100 AS Percent_Change,
NULLIF(safe_divide((IFNULL(c.Units, 0) - IFNULL(p.Units_last_Year,0)) , p.Units_last_Year),0) * 100 AS Percent_Change_ok,
FROM CTE c
FULL OUTER JOIN CTE p ON c.PRODUCT_ID = p.PRODUCT_ID AND c.Year = p.Year + 1 AND c.Month = p.Month
WHERE c.Year <= EXTRACT(YEAR FROM CURRENT_DATE())
ORDER BY 2, c.Year, c.Month
)
SELECT *
FROM diff
Using SQL oracle.
I tried searching, but couldn't find any solution to this particular problem.
I need to sum the amounts from "this month" + "the previous month" over longer periods.
With this query:
SELECT
to_char(sales_date, 'YYYYMM') date,
count(*) amount
FROM sales
WHERE sales_date > sysdate-90
GROUP BY to_char(sales_date, 'YYYYMM')
ORDER BY to_char(sales_date, 'YYYYMM') desc
It gives me a result like this:
DATE AMOUNT
202104 55
202103 12
202102 46
202101 31
I am looking for this result:
DATE AMOUNT
202104 67 (Sales from april + march)
202103 58 (Sales from march + february)
202102 77 (Sales from february + january)
202101 31 (plus whatever the sales were in december 2020)
And so on
I am drawing a complete blank on how I can accomplish this, any ideas?
You can use lag():
SELECT date, amount + LAG(amount, 1, 0) OVER (ORDER BY date)
FROM (SELECT to_char(s.sales_date, 'YYYYMM') as date,
count(*) as amount
FROM sales s
GROUP BY to_char(s.sales_date, 'YYYYMM')
) s
WHERE date > sysdate-90
ORDER BY date desc;
I would also recommend add_months() instead of 90 days, but that is your business logic.
I got a problem while trying to count the entries that were created in a month for the last 6 months.
The table looks like this:
A B C D
Year Month Startingdate Identifier
-----------------------------------------
2019 3 2019-03-12 OAM_1903121
2019 2 2019-03-21 OAM_1902211
And the result should look like:
A B C
Year Month Amount of orders
---------------------------------
2019 3 26
2019 2 34
This is what I have so far, but it doesn't get me the proper results:
SELECT year, month, COUNT(Startingdate) as Amount
FROM table
WHERE Startingdate > ((TRUNC(add_months(sysdate,-3) , 'MM'))-1)
GROUP BY year, month
I have not tested it, but it should work:
select year, month, count(Stringdate) as Amount_of_order
from table
where Stringdate between add_months(sysdate, -6) and sysdate
group by year, month;
Let me know.
Try that :
SELECT YEAR(Startingdate) AS [Year], MONTH(Startingdate) AS [Month], COUNT(*) AS Amount
FROM table
WHERE Startingdate > DATEADD(MONTH, -6, GETDATE())
GROUP BY YEAR(Startingdate), MONTH(Startingdate)
ORDER BY YEAR(Startingdate), MONTH(Startingdate) DESC
I think your issue is the filtering. If so, this should handle the most recent six full months:
SELECT year, month, COUNT(*) as num_orders
FROM table
WHERE Startingdate >= TRUNC(add_months(sysdate, -6) , 'MM')
GROUP BY year, month;
I have an orders table and I want to display a report showing the Month, Total Orders and Total Orders rejected from the single table.
the table has dtcomplete, rtpID and supplierReject that i want to use, this nearly gets me there but there should only be 1 reject showing for January, I want the subquery to only check the grouped month
select datename(month, dtComplete) as Month, count(rtpID) as TotalOrders,
(select count(*) from RTPMaindetails where SupplierRejected = 1 and datename(month, dtComplete) = datename(month, RTPMaindetails.dtComplete) group by datepart(month,dtcomplete) ) as Rejects
from RTPMaindetails
where datepart(year,dtComplete) = 2017
group by datepart(month,dtcomplete),datename(month, dtComplete)
order by datepart(month,dtcomplete)
Shows:
Month TotalOrders Rejects
January 515 1
February 308 1
March 156 1
Should show
Month TotalOrders Rejects
January 515 1
February 308 0
March 156 0
This may depend on what DBMS you're using, but most should support something like this:
select datename(month, dtComplete) as Month
, count(rtpID) as TotalOrders,
, count(case when SupplierRejected = 1 then rtpID end) as Rejects
from RTPMaindetails
where datepart(year,dtComplete) = 2017
group by datepart(month,dtcomplete),datename(month, dtComplete)
order by datepart(month,dtcomplete)
you could do with a single query
select
datename(month, dtComplete) as Month
, count(rtpID) as TotalOrders
, sum( case when SupplierRejected = 1 then 1 else 0 ) as Rejects
from RTPMaindetails
where datepart(year,dtComplete) = 2017
group by datepart(month,dtcomplete)
order by datepart(month,dtcomplete)
I have a table with "date" column. Each row represents a survey.
date
11/19/2013 5:51:41 PM
11/22/2013 1:30:38 PM
11/23/2013 3:09:17 PM
12/2/2014 5:24:17 PM
12/25/2014 11:42:56 AM
1/6/2014 2:24:49 PM
I want to count the number of survey per month cumulatively. As you see from the above table, there are 3 surveys for Nov 2013, 2 surveys for Dec 2013, 1 survey for Jan 2014. The cumulative number of survey per month would be:
month | year | number_of_survey
11 | 2013 | 3
12 | 2013 | 5
1 | 2014 | 6
I have this query which shows correct number of surveys for 2013, and number of survey for 2014 is not cumulative.
with SurveyPerMonth as -- no of Survey per month
(
select datepart(month, s.date) as month,
datepart(year, s.date) as year,
count(*) as no_of_surveys
from myTable s
group by datepart(year, s.date), datepart(month, s.date)
)
select p1.month, p1.year, sum(p2.no_of_surveys) as surveys -- cumulatively
from SurveyPerMonth p1
inner join SurveyPerMonth p2 on p1.month >= p2.month and p1.year>=p2.year **-- the problem is probably comes from this line of code**
group by p1.month, p1.year
order by p1.year, p1.month;
This query returns:
month | year | surveys
11 | 2013 | 3
12 | 2013 | 5
1 | 2014 | 1 // 2014 is not cumulative
How can I calculate cumulative number of surveys per month for 2014 as well?
Something like this ?
SELECT date = create_date INTO #myTable FROM master.sys.objects
;WITH perMonth ( [year], [month], [no_of_surveys])
AS (SELECT DatePart(year, s.date) ,
DatePart(month, s.date),
COUNT(*)
FROM #myTable s
GROUP BY datepart(year, s.date),
datepart(month, s.date))
SELECT [year],
[month],
[no_of_surveys] = ( SELECT SUM([no_of_surveys])
FROM perMonth agg
WHERE (agg.[year] < pm.[year])
OR (agg.[year] = pm.[year] AND agg.[month] <= pm.[month]))
FROM perMonth pm
ORDER BY [year], [month]
Edit: seems I missed the ball with < and >, fixed it and added small example
'--This should work.I have added a new column 'monthyear'
with surveypermonth as -- no of survey per month
(
select datepart(month, s.date) as month,
datepart(year, s.date) as year,
datepart(year, s.date) *100 + datepart(month, s.date) as monthyear,
count(*) as no_of_surveys
from test s
group by datepart(year, s.date), datepart(month, s.date),datepart(year, s.date)*100 + datepart(month, s.date)
)
select a.month,substring(cast(monthyear as varchar(6)),1,4) as year,surveys from
(
select p1.month, p1.monthyear as monthyear, sum(p2.no_of_surveys) as surveys
from surveypermonth p1
inner join surveypermonth p2 on p1.monthyear>=p2.monthyear
group by p1.month, p1.monthyear
--order by p1.monthyear, p1.month
)a