Combining Two Tables & Summing REV amts by Mth - sql

Question

Below are my two tables of data
Acct BillingDate REV
101 01/05/2018 5
101 01/30/2018 4
102 01/15/2018 2
103 01/4/2018 3
103 02/05/2018 2
106 03/06/2018 5
Acct BillingDate Lease_Rev
101 01/15/2018 2
102 01/16/2018 1
103 01/19/2018 2
104 02/05/2018 3
105 04/02/2018 1
Desired Output
Acct Jan Feb Mar Apr
101 11
102 3
103 5 2
104 3
105 1
106 5
My SQL Script is Below:
SELECT [NewSalesHistory].[Region]
,[NewSalesHistory].[Account]
,SUM(case when [NewSalesHistory].[billingdate] between '6/1/2016' and '6/30/2016' then REV else 0 end ) + [X].[Jun-16] AS 'Jun-16'
FROM [NewSalesHistory]
FULL join (SELECT [Account]
,SUM(case when [BWLease].[billingdate] between '6/1/2016' and '6/30/2016' then Lease_REV else 0 end ) as 'Jun-16'
FROM [AirgasPricing].[dbo].[BWLease]
GROUP BY [Account]) X ON [NewSalesHistory].[Account] = [X].[Account]
GROUP BY [NewSalesHistory].[Region]
,[NewSalesHistory].[Account]
,[X].[Jun-16]
I am having trouble combining these tables. If there is a rev amt and lease rev amt then it will combine (sum) for that account. If there is not a lease rev amt (which is the majority of the time), it brings back NULLs for all other rev amts accounts in Table 1. Table one can have duplicate accounts with different Rev, while the Table two is one unique account only w Lease rev. The output above is how I would like to see the data.
What am I missing here? Thanks!

Answer 1

I would suggest union all and group by:
select acct,
sum(case when billingdate >= '2016-01-01' and billingdate < '2016-02-01' then rev end) as rev_201601,
sum(case when billingdate >= '2016-02-01' and billingdate < '2016-03-01' then rev end) as rev_201602,
. . .
from ((select nsh.acct, nsh.billingdate, nsh.rev
from NewSalesHistory
) union all
(select bl.acct, bl.billingdate, bl.rev
from AirgasPricing..BWLease bl
)
) x
group by acct;

Answer 2

Okay, so there are a few things going on here:
1) As Gordon Linoff mentioned you can perform a union all on the two tables. Be sure to limit your column selections and name your columns appropriately:
select
x as consistentname1,
y as consistentname2,
z as consistentname3
from [NewSalesHistory]
union all
select
a as consistentname1,
b as consistentname2,
c as consistentname3
from [BWLease]
2) Your desired result contains a pivoted month column. Generate a column with your desired granularity on the result of the union in step one. F.ex. months:
concat(datepart(yy, Date_),'-',datename(mm,Date_)) as yyyyM
Then perform aggregation using a group by:
select sum(...) as desiredcolumnname
...
group by PK1, PK2, yyyyM
Finally, PIVOT to obtain your result: https://learn.microsoft.com/en-us/sql/t-sql/queries/from-using-pivot-and-unpivot?view=sql-server-2017
3) If you have other fields/columns that you wish to present then you first need to determine whether they are measures (can be aggregated) or are dimensions. That may be best addressed in a follow up question after you've achieved what you set out for in this part.
Hope it helps
As an aside, it seems like you are preparing data for reporting. Performing these transformations can be facilitated using a GUI such as MS Power Query. As long as your end goal is not data manipulation in the DB itself, you do not need to resort to raw sql.