Is it possible to build this table using SQL? - sql

Question

I have 2 tables, a Sales table and a Payment table structured like the below.
The 2 are joined using the ContractID column. What I want to see is a matrix that shows me at the top, the sum of (sold amount) per monthyear. Then on the left, I want to see the payment dates by month year, and any payments that have been made. My ideal output would look like the below.
The yellow line being the total sold by month-year, and the green lines being all the payments that have been made from the payments table. I don't really know where to start with this one, does anyone have any advice on how to achieve this? I am going to unpivot the sold table first to get my dates across the top, just pondering the next step to pull this table together?

Answer 1

If I didn't understand wrong, it should be like this.
WITH PaymentMatrix
AS
(
SELECT
PaymentMonth,
SoldAmount,
[1] AS Jan,
[2] AS Feb,
[3] AS Mrz,
[4] AS Apr,
[5] AS Mai,
[6] AS Jun,
[7] AS Jul,
[8] AS Aug,
[9] AS Sep,
[10] AS Okt,
[11] AS Nov,
[12] AS Dez
FROM
(
Select
MONTH(S.SoldDate) as SoldMonth,
MONTH(P.PaymentDate) as PaymentMonth,
SUM(S.SoldAmount) as SoldAmount,
SUM(P.PaymentAmount) as PaymentAmount
from Sales S
INNER JOIN Payment P ON S.ContractID = P.ContractID
GROUP BY
MONTH(S.SoldDate),
MONTH(P.PaymentDate)
) source
PIVOT
(
SUM(PaymentAmount)
FOR SoldMonth
IN ( [1], [2], [3], [4], [5], [6], [7], [8], [9], [10], [11], [12] )
) AS pvtMonth
)
SELECT
PaymentMonth,
SUM(SoldAmount) AS Sold,
sum(Jan)as Jan , sum(Feb) as Feb, sum(Mrz) as Mrz, sum(Apr) as Apr, sum(Mai) as Mai,
sum(Jun)as Jun , sum(Jul) as Jul, sum(Aug) as Aug, sum(Sep) as Sep, sum(Okt) as Okt,
sum(Nov) as Nov, sum(Dez) as Dez
FROM PaymentMatrix
GROUP BY PaymentMonth
Fidler Sample
Sample Image

Answer 2

I suggest using conditional aggregation and a union.
Since the PIVOT syntax is more limited.
SELECT [Sold], [Jan-22], [Feb-22], [Mar-22]
FROM
(
SELECT 0 as Seq, 'Paid' AS [Sold]
, SUM(CASE WHEN FORMAT([Sold Date],'MMM-yy') = 'Jan-22'
THEN [Sold Amount] ELSE 0 END) AS [Jan-22]
, SUM(CASE WHEN FORMAT([Sold Date],'MMM-yy') = 'Feb-22'
THEN [Sold Amount] ELSE 0 END) AS [Feb-22]
, SUM(CASE WHEN FORMAT([Sold Date],'MMM-yy') = 'Mar-22'
THEN [Sold Amount] ELSE 0 END) AS [Mar-22]
FROM Sales
UNION ALL
SELECT m.Seq, m.PaymentMonth
, SUM(CASE WHEN SoldMonth = 'Jan-22' THEN PaymentAmount ELSE 0 END) AS [Jan-22]
, SUM(CASE WHEN SoldMonth = 'Feb-22' THEN PaymentAmount ELSE 0 END) AS [Feb-22]
, SUM(CASE WHEN SoldMonth = 'Mar-22' THEN PaymentAmount ELSE 0 END) AS [Mar-22]
FROM (VALUES
(1,'Jan-22'),
(2,'Feb-22'),
(3,'Mar-22')
) m(Seq, PaymentMonth)
LEFT JOIN (
SELECT ContractID
, FORMAT(EOMONTH([Payment Date]), 'MMM-yy') AS PaymentMonth
, SUM([Payment Amount]) AS PaymentAmount
FROM Payment
GROUP BY ContractID, EOMONTH([Payment Date])
) p ON p.PaymentMonth = m.PaymentMonth
LEFT JOIN (
SELECT ContractID
, FORMAT(MAX([Sold Date]), 'MMM-yy') AS SoldMonth
, SUM([Sold Amount]) AS SoldAmount
FROM Sales
GROUP BY ContractID
) s ON s.ContractID = p.ContractID
GROUP BY m.Seq, m.PaymentMonth
) q
ORDER BY Seq;
Sold
Jan-22
Feb-22
Mar-22
Paid
2500
100
0
Jan-22
300
0
0
Feb-22
400
50
0
Mar-22
0
0
0
Test on db<>fiddle here