SQL calculate MTD out of YTD - sql

I try to calculate in SQL MTD cost of a table.
I have following table:
year
user
month
type
cost
blank
2021
a
1
type1
10
0
2021
a
2
type1
20
0
2021
a
3
type1
35
0
2022
a
1
type1
5
0
2022
a
2
type1
35
0
2021
b
1
type1
10
0
2021
b
2
type1
30
0
What I need to have is now the MTD cost as per year, user and type
year
user
month
type
cost
costMTD
blank
2021
a
1
type1
10
10
0
2021
a
2
type1
20
10
0
2021
a
3
type1
35
15
0
2022
a
1
type1
5
5
0
2022
a
2
type1
35
30
0
2021
b
1
type1
10
10
0
2021
b
2
type1
30
20
0
Can i do this with a query in SQL?
I tried like this but it doesn't work:
SELECT t1.year, t1.user, t1.month, t1.type, t1.cost,
iif(t1.month = '1', t1.cost, t1.cost- t2.cost) AS costMTD, 0 AS blank
FROM dbo.usercosts AS t1 INNER JOIN dbo.usercosts AS t2
ON t1.year = t2.year
AND t1.user= t2.user
AND t1.type= t2.type
AND t2.month = iif(t2.month = '1', '1', t1.month - 1)

You can use LAG to see the previous row's cost.
select
year, user, month, type, cost,
cost - coalesce(lag(cost) over(partition by user order by year, month), 0) as costmtd,
0 as blank
from dbo.usercosts as
order by user, year, month;

Related

Counts and divide from two different selects with dates

I have a table with this kind of structure (Sample only)
ID | STATUS | DATE |
--- -------- ------
1 OPEN 31-01-2022
2 CLOSE 15-11-2021
3 CLOSE 21-10-2021
4 OPEN 11-10-2021
5 OPEN 28-09-2021
I would like to know the counts of close vs open records by week. So it will be count(close)/count(open) where close.week = open.week
If there are no matching values, need to return 0 of course.
I got to this query below
SELECT *
FROM
(SELECT COUNT(*) AS 'CLOSE', DATEPART(WEEK, DATE) AS 'WEEKSA', DATEPART(YEAR, DATE) AS 'YEARA' FROM TABLE
WHERE STATUS IN ('CLOSE')
GROUP BY DATEPART(WEEK, DATE),DATEPART(YEAR, DATE)) TMPA
FULL OUTER JOIN
(SELECT COUNT(*) AS 'OPEN', DATEPART(WEEK, DATE) AS 'WEEKSB', DATEPART(YEAR, DATE) AS 'YEARB' FROM TABLE
WHERE STATUS IN ('OPEN')
GROUP BY DATEPART(WEEK, DATE),DATEPART(YEAR, DATE)) TMPB
ON TMPA.WEEKSA = TMPB.WEEKSB AND TMPA.YEARA = TMPB.YEARB
My results are as below (sample only)
close | weeksa | yeara | open | weeksb | yearb |
------ -------- ------ ------- ------- ------
3 2 2021
1 3 2021
1 4 2021
2 20 2021 2 20 2021
7 22 2021
2 23 2021
7 26 2021
7 27 2021
2 28 2021 14 28 2021
2 29 2021
10 30
24 31 2021
2 32 2021 5 32
4 33 2021
1 34 2021 13 34 2021
6 35 2021
1 36 2021
1 38 2021
1 39 2021
2 41 2021
4 43 2021
1 45 2021
2 46 2021 25 46 2021
1 47 2021 5 47 2021
4 48 2021
1 49 2021 20 49 2021
1 50 2021 17 50 2021
1 51 2021
How do I do the math now?
If I do another select the query fails. So I guess either syntax is bad or the whole concept is wrong.
The required result should look like this (Sample)
WEEK | YEAR | RATIO |
----- ------ -------
2 2021 0
3 2021 0
4 2021 0
5 2021 0.93
20 2021 0.1
22 2021 0
23 2021 0
26 2021 0
1 2022 0.75
2 2022 0.23
4 2022 0.07
Cheers!
I have added some test data to check the logic, adding the same in the code.
;with cte as(
select 1 ID, 'OPEN' as STATUS, cast('2021 -01-31' as DATE) DATE
union select 10 ID, 'CLOSE' as STATUS, cast('2021 -01-31' as DATE) DATE
union select 11 ID, 'CLOSE' as STATUS, cast('2021 -01-31' as DATE) DATE
union select 12 ID, 'CLOSE' as STATUS, cast('2021 -01-31' as DATE) DATE
union select 22 ID, 'CLOSE' as STATUS, cast('2021 -01-31' as DATE) DATE
union select 32 ID, 'CLOSE' as STATUS, cast('2021 -01-31' as DATE) DATE
union select 2,'CLOSE',cast('2021-11-28' as DATE)
union select 3,'CLOSE',cast('2021-10-21' as DATE)
union select 8,'CLOSE',cast('2021-10-21' as DATE)
union select 9,'CLOSE',cast('2021-10-21' as DATE)
union select 4,'OPEN', cast('2021-10-11' as DATE)
union select 5,'CLOSE', cast('2021-09-28' as DATE)
union select 6,'OPEN', cast('2021-09-27' as DATE)
union select 7,'CLOSE', cast('2021-09-26' as DATE) )
, cte2 as (
select DATEPART(WEEK,date) as week_number,* from cte)
,cte3 as(
select week_number,year(date) yr,count(case when status = 'open' then 1 end)open_count,count(case when status <> 'open' then 1 end) close_count from cte2 group by week_number,year(date))
select week_number as week,yr as year,
cast(case when open_count = 0 then 1.0 else open_count end /
case when close_count = 0 then 1.0 else close_count end as numeric(3,2)) as ratio
from cte3

Performing subtraction in SQL/finding the balance

SQL table here: http://sqlfiddle.com/#!9/abe1da/9
Current Table:
Year
Month
Type
Accounts
Amount
2021
1
Actual
abc
20
2021
1
Actual
def
30
2021
1
Actual
ghi
40
2021
1
Actual
X
7
2021
1
Actual
Y
3
2021
1
Actual
final
105
Expected
Year
Month
Type
Accounts
Amount
2021
1
Actual
abc
20
2021
1
Actual
def
30
2021
1
Actual
ghi
40
2021
1
Actual
X
7
2021
1
Actual
Y
3
2021
1
Actual
final
105
2021
1
Actual
BALANCE
5
SQL Attempt
select year, month, type,
case when accounts in ('abc') then 'abc'
when accounts in ('def') then 'def'
when accounts in ('ghi') then 'ghi'
when accounts in ('X') then 'x'
when accounts in ('Y') then 'Y'
when accounts in ('final') then 'final'
else 'balance'
end as account_2
,
sum
(
(case when accounts in ('abc','def','ghi','final','x','y') then amount
else
(
(case when accounts in ('final') then (amount))-
(case when accounts in ('abc','def','ghi','x','y') then -amount else 0))
)
from new
Note: That balance of 5 represents thousands of small accounts which currently do not form part of a database.
If I understand correctly:
select Year, Month, Type, Accounts, Amount
from new
union all
select year, month, type, 'balance',
(sum(case when accounts = 'final' then amount else 0 end) -
sum(case when accounts <> 'final' then amount else 0 end)
)
from new
group by year, month, type;
Here is a db<>fiddle.

How do i transform calendar year column to multiple year to months column based on months column and calendar year columns

I have data like this
id MoYear CalenderYear jan feb mar dec
1 2017 2017 1 2 4 0
1 2017 2018 1 0 6 10
2 2018 2018 80 5 8 22
3 2017 2018 30 12 0 3
Now i want ouput like this
id MOyear jan_17 feb_17 mar_17 dec_17 jan_18 feb_18 mar_18 dec_18
1 2017 1 2 4 0 1 0 6 10
2 2018 null null null null 80 5 8 22
3 2017 null null null null 30 12 0 3
I have calendar year column and months columns, based on the calendar year and months column i need to make multiple year-months columns.
I can get to the solution by unpivoting and then after back to pivot. But, the data is so large it takes a lot of memory. The performance is very bad.
Not sure if this will be better approach but you can achieve your output using case statement as well if you don't want to do pivot/unpivot.
Data Creation:
select 1 as ID, 2017 as MOYEar, 2017 as calenderyear, 1 as Jan, 2 as feb,
4 as mar, 0 as dece into #temp union all
select 1 as ID, 2017 as MOYEar, 2018 as calenderyear, 1 as Jan, 0 as feb,
6 as mar, 10 as dece union all
select 2 as ID, 2018 as MOYEar, 2018 as calenderyear, 80 as Jan, 5 as feb,
8 as mar, 22 as dece union all
select 3 as ID, 2017 as MOYEar, 2018 as calenderyear, 30 as Jan, 12 as feb,
0 as mar, 3 as dece
Query:
Select ID, MOYEar, max(case when calenderyear = '2017' then Jan else null end) as Jan_17,
max(case when calenderyear = '2017' then Feb else null end ) as Feb_17,
max(case when calenderyear = '2017' then Mar else null end ) as Mar_17,
max(case when calenderyear = '2017' then Dece else null end) as Dece_17,
max(case when calenderyear = '2018' then Jan else null end ) as Jan_18,
max(case when calenderyear = '2018' then Feb else null end ) as Feb_18,
max(case when calenderyear = '2018' then Mar else null end ) as Mar_18,
max(case when calenderyear = '2018' then Dece else null end) as Dece_18 from #temp
Group by ID, MOYEar
Output:
ID MOYEar Jan_17 Feb_17 Mar_17 Dece_17 Jan_18 Feb_18 Mar_18 Dece_18
1 2017 1 2 4 0 1 0 6 10
3 2017 NULL NULL NULL NULL 30 12 0 3
2 2018 NULL NULL NULL NULL 80 5 8 22

Return zero value for all the month in series with count zero

This is my query:
SELECT STAFF.stf_first_name + '' + STAFF.stf_last_name As Name,
DATENAME(month,RES_HAB_DATA.reshabdata_data_date) As Month,
SUM(case when RES_HAB_DATA.reshabdata_duration > 0
then (RES_HAB_DATA.reshabdata_duration/15) else 0 end) As ServiceDeliveryTime,
MONTH(RES_HAB_DATA.reshabdata_data_date) As MonthNumber
FROM RES_HAB_DATA
JOIN RES_HAB ON RES_HAB_DATA.reshab_id = RES_HAB.reshab_id
JOIN STAFF ON RES_HAB_DATA.staff_id = STAFF.stf_id
WHERE RES_HAB.serv_id = 30
AND RES_HAB_DATA.reshabdata_data_date >= '1/1/2015'
GROUP BY STAFF.stf_last_name,
STAFF.stf_first_name,
DATENAME(month,RES_HAB_DATA.reshabdata_data_date),
MONTH(RES_HAB_DATA.reshabdata_data_date)
ORDER BY MonthNumber
Which produces result set as:
Name Month ServiceDeliveryTime MonthNumber
----------------------------------------------------------------------------
mb January 52 1
MikeCasey January 10 1
MikeCasey February 4 2
PrecisionCareSupport February 0 2
MikeCasey March 4 3
PrecisionCareSupport March 0 3
MikeCasey April 8 4
PrecisionCareSupport April 0 4
MikeCasey May 16 5
MikeCasey July 4 7
PrecisionCareSupport July 1 7
PrecisionCareSupport August 0 8
MikeCasey September 10 9
MikeCasey October 12 10
I am generating a chart and would like to generate series for that chart but the series should be formed in a way that each series label must have all the tick values(zero if missing respective month). In Simple words,I want resultset as:
Name Month ServiceDeliveryTime MonthNumber
----------------------------------------------------------------------------
mb January 52 1
mb February 0 2
mb March 0 3
mb April 0 4
- - 0 5
Upto December then series will continue for Client MikeCasey upto December and so on...for all the series Labels.If any of the tick is missing for that client there will be value zero for that month.
How Can I produce this result set ? I want some uniform solution because there can be number of such queries for different charts.
Mr Shaw, try this
;WITH
(SELECT STAFF.stf_first_name + '' + STAFF.stf_last_name As Name,
DATENAME(month,RES_HAB_DATA.reshabdata_data_date) As Month,
SUM(case when RES_HAB_DATA.reshabdata_duration > 0
then (RES_HAB_DATA.reshabdata_duration/15) else 0 end) As ServiceDeliveryTime,
MONTH(RES_HAB_DATA.reshabdata_data_date) As MonthNumber
FROM RES_HAB_DATA
JOIN RES_HAB ON RES_HAB_DATA.reshab_id = RES_HAB.reshab_id
JOIN STAFF ON RES_HAB_DATA.staff_id = STAFF.stf_id
WHERE RES_HAB.serv_id = 30
AND RES_HAB_DATA.reshabdata_data_date >= '1/1/2015'
GROUP BY STAFF.stf_last_name,
STAFF.stf_first_name,
DATENAME(month,RES_HAB_DATA.reshabdata_data_date),
MONTH(RES_HAB_DATA.reshabdata_data_date)
) AS mytable
SELECT
myTableName.Name
,mytableMonth.Month
,ISNULL(mytable.ServiceDeliveryTime,0)
,mutableMonth.MonthNumber
FROM
(SELECT DISTINCT Name from mytable) mytableName
CROSS JOIN (SELECT DISTINCT Month,MonthNumber FROM mytable) mytableMonth
LEFT INNER JOIN mytable ON mytableName.Name = mytable.Name AND mytableMonth.Month = mytable.Month AND mytableMonthNumber = mytable.MonthNumber
ORDER BY mytableName.Name, mytableMonth.MonthNumber
I have taken all distinct months and names from your data and done a cross join.
;WITH mytable(Name,Month,ServiceDeliveryTime,MonthNumber) AS
(
SELECT STAFF.stf_first_name + '' + STAFF.stf_last_name As Name,
DATENAME(month,RES_HAB_DATA.reshabdata_data_date) As Month,
SUM(case when RES_HAB_DATA.reshabdata_duration > 0
then (RES_HAB_DATA.reshabdata_duration/15) else 0 end) As ServiceDeliveryTime,
MONTH(RES_HAB_DATA.reshabdata_data_date) As MonthNumber
FROM RES_HAB_DATA
JOIN RES_HAB ON RES_HAB_DATA.reshab_id = RES_HAB.reshab_id
JOIN STAFF ON RES_HAB_DATA.staff_id = STAFF.stf_id
WHERE RES_HAB.serv_id = 30
AND RES_HAB_DATA.reshabdata_data_date >= '1/1/2015'
GROUP BY STAFF.stf_last_name,
STAFF.stf_first_name,
DATENAME(month,RES_HAB_DATA.reshabdata_data_date),
MONTH(RES_HAB_DATA.reshabdata_data_date)
)
SELECT
myTableName.Name
,mytableMonth.Month_Name
,ISNULL(mytable.ServiceDeliveryTime,0) as ServiceDeliveryTime
,mytableMonth.id
FROM
(SELECT DISTINCT Name from mytable) mytableName
CROSS JOIN (SELECT DISTINCT Month_Name,id FROM MyMonths) mytableMonth
LEFT JOIN mytable ON mytableName.Name = mytable.Name AND mytableMonth.Month_Name = mytable.Month AND mytable.MonthNumber = mytable.MonthNumber
ORDER BY mytableName.Name, mytableMonth.id
MyMonths table is already created table with id as MonthNumber and Month_Name as Month.
Cheers!

Select Count usage divided by month

I do have a table license_Usage where which works like a log of the usage of licenses in a day
ID User license date
1 1 A 22/1/2015
2 1 A 23/1/2015
3 1 B 23/1/2015
4 1 A 24/1/2015
5 2 A 22/2/2015
6 2 A 23/2/2015
7 1 B 23/2/2015
Where I want to Count how many licenses a user used in a month, the result should look like:
User Jan Feb
1 2 1 ...
2 0 2
How can I manage to do that???
You need a PIVOT or cross tab query. e.g.
SELECT [User],
COUNT(CASE WHEN Month = 1 THEN 1 END) AS Jan,
COUNT(CASE WHEN Month = 2 THEN 1 END) AS Feb,
COUNT(CASE WHEN Month = 3 THEN 1 END) AS Mar
/*TODO - Fill in other 9 months using above pattern*/
FROM [license]
CROSS APPLY (SELECT MONTH([date])) AS CA(Month)
WHERE [date] >= '20150101'
AND [date] < '20160101'
AND [license] = 'A'
GROUP BY [User]
SQL Fiddle