Compare current month sales with previous month sales - sql

Code to get the test data:
create table SalesCalls
(
EmpId INT NOT NULL,
EmpName nvarchar(20),
month INT,
Year INT,
CallsMade INT
)
GO
Insert into SalesCalls values
(1,'ABC',12,2018,10),
(1,'ABC',1,2019,15),
(1,'ABC',2,2019,20),
(2,'DEF',12,2018,12),
(2,'DEF',1,2019,14),
(2,'DEF',2,2019,26)
GO
The objective is to compare the current month sales of an Employee with the previous month sales of that Employee and find out the percentage change in it. Achieved that using the below query:
With SalesCTE as
(
select EmpId,EmpName,
Month As CurrentMonth,
Year as CurrentMonthYear,
Case When month = 1 then 12 Else (Month-1) End AS PrevMonth,
Case when month = 1 then (Year - 1) Else Year End As PrevMonthYear,
CallsMade
from SalesCalls
)
select
S1.EmpId, S1.EmpName, S1.CurrentMonth, S1.CurrentMonthYear, S1.CallsMade as CurrentMonthCalls,
S2.CurrentMonth as PrevMont,
S2.CurrentMonthYear as PrevMonthYear,
S2.CallsMade as PrevMonthCalls,
( CONVERT(numeric(5,2),S1.CallsMade) / S2.CallsMade) * 100 As PercentageChange
from SalesCTE S1
JOIN SalesCTE S2 ON S1.EmpId = S2.EmpId
AND S1.PrevMonth = S2.CurrentMonth
AND S1.PrevMonthYear = S2.CurrentMonthYear
ORDER BY S1.EmpId, S1.CurrentMonth, S1.CurrentMonthYear
The above query worked until the time there are no redundant records for an Employee for the same month.
But later data from multiple sources is coming in and an Employee table can have multiple records for the same month and it is still valid. Because the employee could be making calls in different ways. An as example the below record is inserted into the table:
Insert into SalesCalls values
(1,'ABC',1,2019,1)
Now the above query which worked fine above for the comparison of current month SalesCalls with the previous month is no longer working.
Phase 2 of the use case:
So to fix this I have build an intermediate temp table that contains aggregate data. The query used is:
Select EmpId, EmpName, month, Year, SUM(CallsMade) as CallsMade
into #SalesCalls
from SalesCalls
group by EmpId, EmpName, month, Year
Now the SalesCalls table inside the CTE is replaced with #SalesCalls and then the above query works fine.
But this #SalesCalls table needs to be dropped and recreated every time to see the latest comparison data.
The question is, is it possible to get the comparison data using a single query only and no intermediate temp tables or views.

Just use window functions:
select EmpId, EmpName, month, Year,
sum(CallsMade) as CallsMade,
(case when lag(year * 12 + month) over (partition by empId order by year, month) = year * 12 + month - 1
then lag(sum(callsMade)) over (partition by empId order by year, month)
end) as prevMonthCalls,
(case when lag(year * 12 + month) over (partition by empId order by year, month) = year * 12 + month - 1
then callsMade * 100.0 / lag(sum(callsMade) over (partition by empId order by year, month)
end) as as perentageChange
from SalesCalls
group by EmpId, EmpName, month, Year;
No joins, CTEs, subqueries, or temporary tables are needed at all.

One of the simplest solutions :
select EmpId, EmpName, month, Year,
sum(CallsMade) as CallsMade,
lag(sum(callsMade)) over (partition by empId order by year, month) AS prevMonthCalls,
sum(CallsMade) * 100.0 / lag(sum(CallsMade)) over (partition by empId order by year, month) as PercentageChange
from SalesCalls
group by EmpId, EmpName, month, Year
order by EmpId, Year,month;

Related

T-SQL - Get last 30 Rows for eacht ID

how can i get the last 30 rows in a month for each employee? i have a table with evaluations for each employee.
SELECT
Date,
Month,
Team,
Employee_ID,
Evaluation_Score,
Evaluation_Case_Number
From X
Where month = #month
Order by date desc
This is what i got, but i only want to see the last 30 Evaluation Scores (or less, if they don't have that many) for the declared month.
Is there a way to do this? Thanks in Advance.
You can use row_number(). Something like this:
select x.*
from (select x.*,
row_number() over (partition by employee_id order by date desc) as seqnum
from x
where month = #month
) x
where seqnum <= 30;
Use the TOP statement:
SELECT TOP(30)
Date,
Month,
Team,
Employee_ID,
Evaluation_Score,
Evaluation_Case_Number
From X
Where month = #month
Order by date desc
This will help you to limit the number of returned rows.

Grouping Start Dates

Example of what I am trying to do:
I have 10 employees. They all started on different days throughout the year. Each get paid once a week. I want to query their first paycheck and call that week 1 for all employees. Then each subsequent paycheck will be 2...3...through 13. So basically I want to see what each of their first 13 weeks on the job looked like stacked against each other. I would expect my output to look something like this:
You can use row_number():
select
row_number() over(partition by EmployeeId order by PaycheckDate) week,
EmployeeId,
PaycheckDate,
Amount
from mytable
order by week, EmployeeId
If you want just the first 13 weeks per employee, then:
select *
from (
select
row_number() over(partition by EmployeeId order by PaycheckDate) week,
EmployeeId,
PaycheckDate,
Amount
from mytable
) t
where week <= 13
order by week, EmployeeId

Running Count Distinct using Over Partition By

I have a data set with user ids that have made purchases over time. I would like to show a YTD distinct count of users that have made a purchase, partitioned by State and Country. The output would have 4 columns: Country, State, Year, Month, YTD Count of Distinct Users with purchase activity.
Is there a way to do this? The following code works when I exclude the month from the view and do a distinct count:
Select Year, Country, State,
COUNT(DISTINCT (CASE WHEN ActiveUserFlag > 0 THEN MBR_ID END)) AS YTD_Active_Member_Count
From MemberActivity
Where Month <= 5
Group By 1,2,3;
The issue occurs when the user has purchases across multiple months, because I can’t aggregate at a monthly level then sum, because it duplicates user counts.
I need to see the YTD count for each month of the year, for trending purposes.
Return each member only once for the first month they make a purchase, count by month and then apply a Cumulative Sum:
select Year, Country, State, month,
sum(cnt)
over (partition by Year, Country, State
order by month
rows unbounded preceding) AS YTD_Active_Member_Count
from
(
Select Year, Country, State, month,
COUNT(*) as cnt -- 1st purchses per month
From
( -- this assumes there's at least one new active member per year/month/country
-- otherwise there would be mising rows
Select *
from MemberActivity
where ActiveUserFlag > 0 -- only active members
and Month <= 5
-- and year = 2019 -- seems to be for this year only
qualify row_number() -- only first purchase per member/year
over (partition by MBR_ID, year
order by month --? probably there's a purchase_date) = 1
) as dt
group by 1,2,3,4
) as dt
;
Count users in the first month they appear:
select Country, State, year, month,
sum(case when ActiveUserFlag > 0 and seqnum = 1 then 1 else 0 end) as YTD_Active_Member_Count
from (select ma.*,
row_number() over (partition by year order by month) as seqnum
from MemberActivity ma
) ma
where Month <= 5
group by Country, State, year, month;

Filter rows in PostgreSQL based on values of consecutive rows in one column

So I'm working with the following postgresql table:
10 rows from PostGreSQL table
For each business_id, I want to filter out those businesses where the review_count isn't above a specific review_count threshold for 2 consecutive months (or rows). Depending on the city the business_id is in, the threshold will be different (so for example, in the screenshot above, we can assume rows with city = Charlotte has a review_count threshold of >= 2, and those with city = Las Vegas has a review_count threshold of >= 3. If a business_id does not have at least one instance of consecutive months with review_counts above the specified threshold, I want to filter it out.
I want this query to return only the business_ids that meet this condition (as well as all the other columns in the table that go along with that business_id). The composite primary key on this table is (business_id, year, month).
Some months, as you may notice, are missing from the data (month 9 of the second business_id). If that is the case, I do NOT want to count 2 rows as 'consecutive months'. For example, for the business in Las Vegas, I do NOT want to consider month 8 to 10 as 'consecutive months', even though they appear in consecutive rows.
I've tried something like this, but have kind of run into a wall and don't think its getting me far:
SELECT *
FROM us_business_monthly_review_growth
WHERE business_id IN (SELECT DISTINCT(business_id)
FROM us_business_monthly_review_growth
GROUP BY business_id, year, month
HAVING (city = 'Las Vegas'
AND (CASE WHEN COUNT(review_count >= 2 * 2.21) >= 2))
OR (city = 'Charlotte' AND (CASE WHEN COUNT(review_count >= 2 * 1.95) >= 2))
I'm new to Postgre and StackOverflow, so if you have any feedback on the way I asked this question please don't hesitate to let me know! =)
UPDATE:
Thanks to some help from #Gordon Linoff, I found the following solution:
SELECT *
FROM us_businesses_monthly_growth_and_avg
WHERE business_id IN (SELECT distinct(business_id)
FROM (SELECT *,
lag(year) OVER (PARTITION BY business_id ORDER BY year, month) AS prev_year,
lag(month) OVER (PARTITION BY business_id ORDER BY year, month) AS prev_month,
lag(review_count) OVER (PARTITION BY business_id ORDER BY year, month) AS prev_review_count
FROM us_businesses_monthly_growth_and_avg
) AS usga
WHERE (city = 'Charlotte' AND review_count >= 4 * 1.95 AND prev_review_count >= 4 * 1.95 AND (YEAR * 12 + month) = (prev_year * 12 + prev_month) + 1)
OR (city = 'Las Vegas' AND review_count >= 4 * 3.31 AND prev_review_count >= 4 * 3.31 AND (YEAR * 12 + month) = (prev_year * 12 + prev_month) + 1);
You can do this with lag():
select distinct business_id
from (select t.*,
lag(year) over (partition by business_id order by year, month) as prev_year,
lag(month) over (partition by business_id order by year, month) as prev_month,
lag(rating) over (partition by business_id order by year, month) as prev_rating
from us_business_monthly_review_growth t
) t
where rating >= $threshhold and prev_rating >= $threshhold and
(year * 12 + month) = (prev_year * 12 + prev_month) + 1;
The only trick is setting the threshold value. I have no idea how you plan on doing that.
Please try...
SELECT business_id
FROM
(
SELECT business_id AS business_id,
LAG( business_id, -1 ) OVER ( ORDER BY business_id, year, month ) AS lag_in_business_id,
city,
LAG( year, -1 ) OVER ( ORDER BY business_id, year, month ) * 12 + LAG( month, -1 ) OVER ( ORDER BY business_id, year, month ) AS diffInDates,
review_count AS review_count
FROM us_business_monthly_review_growth
order BY business_id,
year,
month
) tempTable
JOIN tblCityThresholds ON tblCityThresholds.city = tempTable.city
WHERE business_id = lag_in_business_id
AND diffInDates = 1
AND tblCityThresholds.threshold <= review_count
GROUP BY business_id;
In formulating this answer I first used the following code to test that LAG() performed as hoped...
SELECT business_id,
LAG( business_id, 1 ) OVER ( ORDER BY business_id, year, month ) AS lag_in_business_id,
year,
month,
LAG( year, 1 ) OVER ( ORDER BY business_id, year, month ) * 12 + LAG( month, 1 ) OVER ( ORDER BY business_id, year, month ) AS diffInDates
FROM mytable
ORDER BY business_id,
year,
month;
Here I was trying to get LAG() to refer to values on the next row, but the output showed that it was referring to the previous row in that comparison. Unfortunately I wanted to compare current values with the next one to see if the next record had the same business_id, etc. So I changed the 1 in LAG() to `-1', giving me...
SELECT business_id,
LAG( business_id, -1 ) OVER ( ORDER BY business_id, year, month ) AS lag_in_business_id,
year,
month,
LAG( year, -1 ) OVER ( ORDER BY business_id, year, month ) * 12 + LAG( month, -1 ) OVER ( ORDER BY business_id, year, month ) AS diffInDates
FROM mytable
ORDER BY business_id,
year,
month;
As this gave me the desired results I added city, to allow a JOIN between the results and an assumed table holding the details of each city and its corresponding threshold. I chose the name tblCityThresholds as a suggestion since I am not sure what you have / would call it. This completed the inner SELECT statement.
I then joined the results of the inner SELECT statement to tblCityThresholds and refined the output as per your criteria. Note : It is assumed that the city field will always have a corresponding entry in tblCityThresholds;
I then used GROUP BY to ensure no repetition of a business_id.
If you have any questions or comments, then please feel free to post a Comment accordingly.
Further Reading
https://www.postgresql.org/docs/8.4/static/functions-window.html (in regards LAG())

SQL Server : getting year and month

I have a SQL Server table like this:
http://sqlfiddle.com/#!2/a15dd/1
What I want to do is display the latest year and month where trades were made.
In this case, i want to display
ID: 1
Year: 2013
Month: 11
Trades: 2
I've tried to use:
select
id, MAX(year), MAX(month)
from
ExampleTable
where
trades > 0
group by
id
Do I have to concatenate the columns?
You can use ROW_NUMBER to assign each row a number based on it's relative position (as defined by your order by):
SELECT ID,
Year,
Month,
Trades,
RowNum = ROW_NUMBER() OVER(PARTITION BY ID ORDER BY Year DESC, Month DESC)
FROM ExampleTable
WHERE Trades > 0;
With your example data this gives:
ID YEAR MONTH TRADES RowNum
1 2013 11 2 1
1 2013 4 42 2
Then you can just limit this to where RowNum is 1:
SELECT ID, Year, Month, Trades
FROM ( SELECT ID,
Year,
Month,
Trades,
RowNum = ROW_NUMBER() OVER(PARTITION BY ID ORDER BY Year DESC, Month DESC)
FROM ExampleTable
WHERE Trades > 0
) AS t
WHERE t.RowNum = 1;
If, as in your example, Year and Month are stored as VARCHAR you will need to convert to an INT before ordering:
RowNum = ROW_NUMBER() OVER(PARTITION BY ID
ORDER BY
CAST(Year AS INT) DESC,
CAST(Month AS INT) DESC)
Example on SQL Fiddle
If you are only bothered about records where ID is 1, you can do it simply using TOP:
SELECT TOP 1 ID, Year, Month, Trades
FROM ExampleTable
WHERE ID = 1
AND Trades > 0
ORDER BY CAST(Year AS INT) DESC, CAST(MONTH AS INT) DESC;
Why store "year" and "month" as separate columns? In any case, the basic logic is to combine the two values to get the latest one. This is awkward because you are storing numbers as strings and the months are not zero-padded. But it is not so hard:
select id,
max(year + right('00' + month, 2))
from ExampleTable
group by id;
To separate them out:
select id,
left(max(year + right('00' + month, 2)), 4) as year,
right(max(year + right('00' + month, 2)), 2) as month
from ExampleTable
group by id;
Here is a SQL Fiddle. Note when you use SQL Fiddle that you should set the database to the correct database.
I'm not sure whether I get your question right, but shouldn't the following work?
SELECT TOP 1 year + '-' + month AS Last, trades
FROM ExampleTable
WHERE CAST(trades AS INTEGER) > 0
ORDER BY CAST(year AS integer) DESC, CAST(month AS integer) DESC
SQLFiddle
Try this
SELECT TOP 1 ID, [year], trades,
MAX(Convert(INT,[month])) OVER(PARTITION BY [year]) AS [Month]
FROM ExampleTable
WHERE trades > 0