SQL - Summarizing Monthly Sales Data - sql

I have two tables that I need to combine, but I can't get to seem the joins to work. The picture has three tables
_date_array2: Has a field DateMonthYr that contains all possible date/yr combinations
_sales_summ_tbl__ => Has 5 fields. Only months with sales show up. For example, you see only three records showing up for the second table. There is no 5/2016, for example, because there were no sales for that month.
My goal is to "pad" the second table to have TotalDemand of 0's for months with no sales. I am very close (see the third table), except I cannot get the PartNumber to show up for dates with no sales.
My guess is that it's due to the RIGHT JOIN. But I'm not sure how to handle this. The output I am hoping for is table 3 but with the part number populated for all entries.
And here is my code (the results from running this code are the third/last table in the picture):
SELECT TmpSalesTbl.PartNumber as PartNumber,
tmp_date_array.CreateDateMonth as CreateDateMonth,
tmp_date_array.CreateDateYear as CreateDateYear,
CASE WHEN TmpSalesTbl.TotalDemand is NULL THEN 0 ELSE TmpSalesTbl.TotalDemand END as TotalDemand
FROM #_sales_summ_tbl__ TmpSalesTbl
RIGHT JOIN #_date_array2 tmp_date_array on tmp_date_array.CreateDateMonthYr = TmpSalesTbl.CreateDateMonthYr
ORDER BY tmp_date_array.CreateDateYear, tmp_date_array.CreateDateMonth

It is more conventional to place the list of all dates first, then left join to the data and whilst using a case expression is fine an alternative is coalesce(). This should ensure all the wanted months/years display:
SELECT
tmpsalestbl.PartNumber AS partnumber
, tmp_date_array.CreateDateMonth AS createdatemonth
, tmp_date_array.CreateDateYear AS createdateyear
, COALESCE(tmpsalestbl.TotalDemand, 0) AS totaldemand
FROM #_date_array2 tmp_date_array
LEFT JOIN #_sales_summ_tbl__ tmpsalestbl ON tmp_date_array.CreateDateMonthYr = tmpsalestbl.CreateDateMonthYr
ORDER BY
tmp_date_array.CreateDateYear
, tmp_date_array.CreateDateMonth
To populate for evey partnumber, on every month, you will need a new subquery:
select distinct PartNumber #_sales_summ_tbl__
And then cross join that to the years/months so you have a complete set of years/months/parts.
SELECT
cj.PartNumber AS partnumber
, tmp_date_array.CreateDateMonth AS createdatemonth
, tmp_date_array.CreateDateYear AS createdateyear
, COALESCE(tmpsalestbl.TotalDemand, 0) AS totaldemand
FROM #_date_array2 tmp_date_array
CROSS JOIN (
SELECT DISTINCT
PartNumber FROM #_sales_summ_tbl__
) cj
LEFT JOIN #_sales_summ_tbl__ tmpsalestbl ON tmp_date_array.CreateDateMonthYr = tmpsalestbl.CreateDateMonthYr
AND cj.PartNumber = tmpsalestbl.PartNumber
ORDER BY
tmp_date_array.CreateDateYear
, tmp_date_array.CreateDateMonth
;

Related

Error getting the amount grouped by name and account number SQL Server

I have an issue on my SQL query. I tried doing two ways
With the first query I got the right amount but I lose some name descriptions
With the second I got every name descriptions but I got a lower amount.
Context: I want to get the revenue gotten between two dates.
I need the following columns from tables
Table reciboDet I need the columns CtaIngreso, ValorUnitReciboDet
Table CuentaIngreso_A the column nombrectaingreso, ctaingreso (only to create the join)
Table Recibo the columns FechaRecibo and ReciboAnulado
To get the right name descriptions I need to verify the receipt year that was in the table AvpgEnc, but when I do that a lose the amount.
First query
SELECT
ReciboDet.CtaIngreso
, SUM(ReciboDet.ValorUnitReciboDet) AS Total
, CuentaIngreso_A.NombreCtaIngreso
FROM
ReciboDet
INNER JOIN CuentaIngreso_A
ON ReciboDet.CtaIngreso = CuentaIngreso_A.CtaIngreso
WHERE
(ReciboDet.NumRecibo IN
(SELECT NumRecibo
FROM Recibo
WHERE (FechaRecibo BETWEEN '01/10/2020' AND '31/10/2020')
AND (ReciboAnulado = 0)
AND (CuentaIngreso_A.Anio = DATEPART(year, FechaRecibo))
)
)
GROUP BY
ReciboDet.CtaIngreso
, CuentaIngreso_A.NombreCtaIngreso
ORDER BY
CuentaIngreso_A.NombreCtaIngreso
Second query
SELECT
ReciboDet.CtaIngreso [cuenta],
sum(ReciboDet.ValorUnitReciboDet) [monto],
CuentaIngreso_A.NombreCtaIngreso [descripcion]
FROM
ReciboDet
inner join avpgenc
on ReciboDet.NumFactura = AvPgEnc.NumAvPg
inner join CuentaIngreso_A
on ReciboDet.CtaIngreso = CuentaIngreso_A.CtaIngreso
WHERE
(ReciboDet.NumRecibo IN
(SELECT NumRecibo
FROM Recibo
WHERE (FechaRecibo BETWEEN '01/10/2020' AND '31/10/2020')
AND (ReciboAnulado = 0)
)
AND (year(AvPgEnc.FechaVenceAvPg) = CuentaIngreso_A.Anio)
)
GROUP BY
ReciboDet.CtaIngreso
, CuentaIngreso_A.NombreCtaIngreso
ORDER BY
ReciboDet.CtaIngreso

Filter with Dates but keep the calculation

I would like to know what can you do in the following scenario:
Lets say I am filtering on a date in the where clause (between eomonth(#StartDate) and eomonth(getdate()-1). I have a calculated column that is correct when I run the query without any filter, but the problem is that when I filter lets say #StartDate = 06/30/2017 then the calculations will obviously change. Is there any way of doing this?
The calculated column is a windowing function.
Edited:
I have added a picture of the data. So I am using a windowing function to calculate the agentfourmonthperiod. You will see that it sums the units for that month and the 3 previous months. This I dont want to change when filtering. So the units and agentfourmonthperiod columns should stay exactly the same after filtering on the #StartDate. Please see data below:
I want to design an SSRS report that the user will be filtering on the #StartDate, but then it should show the calculation as it does when no filter in used.
Hope this makes sense. Otherwise I can add the code. Its just quite long though.
Code:
WITH DATA
AS
(
SELECT
EOMONTH(SubmissionDates.original_date_c) AS IntakeMonth,
ProvincialArea.SAD_ProvMananger AS ProvManager,
RegionalArea.SAD_RegMananger AS RegManager,
SalesArea.SAD_SalesManager AS AreaSalesManager,
ConsultantUserExt.name AS Consultant,
COUNT(LeadsLink.LeadsID) OVER(PARTITION BY ConsultantUserExt.name, EOMONTH(SubmissionDates.original_date_c,0) ORDER BY EOMONTH(SubmissionDates.original_date_c,0)) AS Unit,
ROW_NUMBER() OVER(PARTITION BY ConsultantUserExt.name, EOMONTH(SubmissionDates.original_date_c,0) ORDER BY EOMONTH(SubmissionDates.original_date_c,0)) AS rn
FROM Import.OobaApplication as Application
LEFT OUTER JOIN Import.OobaApplicant applicant ON application.ApplicationID = applicant.ApplicationID
AND applicant.PrincipleApplication = 'Y'
LEFT OUTER JOIN usr_userext_cstm ON Application.Consultant = usr_userext_cstm.comcorp_key_c
or Application.Consultant = usr_userext_cstm.deal_maker_key_c
or Application.Consultant = usr_userext_cstm.ops_key_c
LEFT OUTER JOIN usr_userext AS ConsultantUserExt ON usr_userext_cstm.id_c = ConsultantUserExt.id AND ConsultantUserExt.deleted = 0
LEFT OUTER JOIN usr_userext_cstm AS ConsultantUserExtCstm on ConsultantUserExt.id = ConsultantUserExtCstm.id_c
LEFT OUTER JOIN CapcubedInternalDB.dbo.ProvincialArea AS ProvincialArea ON ConsultantUserExtCstm.sad_provincialmanager_c = ProvincialArea.ID
LEFT OUTER JOIN CapcubedInternalDB.dbo.RegionalArea AS RegionalArea ON ConsultantUserExtCstm.sad_regionalmanager_c = RegionalArea.ID
LEFT OUTER JOIN CapcubedInternalDB.dbo.SalesArea AS SalesArea ON ConsultantUserExtCstm.sad_salesmanager_c = SalesArea.ID
LEFT OUTER JOIN CapcubedInternalDB.dbo.LeadsLink AS LeadsLink ON Application.ApplicationID = LeadsLink.GroupCode
LEFT OUTER JOIN suitecrmprod.dbo.leads AS SuiteLeads ON LeadsLink.LeadsID = SuiteLeads.ID
--Latest Bank Submission
LEFT OUTER JOIN (SELECT
bankSub.ApplicationID As BankSubAppID, bankSub.SubmissionDate,
bankSub.Bank, bankSub.RequiredLoanAmount,
bankSub.BankCode AS BankSubBankCode
FROM Import.OobaBankSubmission bankSub
LEFT OUTER JOIN Import.OobaBankSubmission later ON bankSub.ApplicationID = later.ApplicationID
AND bankSub.SubmissionDate > later.SubmissionDate
WHERE later.applicationID IS NULL) AS BankSub ON Application.ApplicationID = BankSub.BankSubAppID
LEFT OUTER JOIN ccrep_calendar_cstm AS SubmissionDates ON CONVERT(VARCHAR(10),BankSub.SubmissionDate,101) = SubmissionDates.original_date_c
WHERE SubmissionDates.cc_date_c BETWEEN COALESCE(EOMONTH(#StartDate), '01/31/2016') AND COALESCE(#EndDate, GETDATE(), -1)
AND ConsultantUserExtCstm.consultantstatus_c NOT LIKE 2
)
SELECT *
INTO #Rn
FROM DATA
WHERE rn = 1
SELECT i.IntakeMonth, c.ProvManager, c.RegManager, c.AreaSalesManager, c.Consultant, COALESCE(#Rn.Unit, 0) AS Unit
INTO #FillData
FROM (SELECT DISTINCT IntakeMonth FROM #Rn) AS i
CROSS JOIN
(SELECT DISTINCT Consultant, ProvManager, RegManager, AreaSalesManager FROM #Rn) AS c
LEFT OUTER JOIN #Rn ON #Rn.IntakeMonth = i.IntakeMonth AND #Rn.Consultant = c.Consultant
ORDER BY Consultant, IntakeMonth
SELECT
IntakeMonth,
Consultant,
Unit,
SUM(Unit) OVER(PARTITION BY Consultant ORDER BY Consultant ROWS BETWEEN 3 PRECEDING AND CURRENT ROW) AS agentfourmonthperiod
FROM #FillData
WHERE ('(All)' IN (#ProvincialManager) OR (ProvManager IN (#ProvincialManager)))
AND ('(All)' IN (#RegionalManager) OR (RegManager IN (#RegionalManager)))
AND ('(All)' IN (#AreaSalesManager) OR (AreaSalesManager IN (#AreaSalesManager)))
AND ('(All)' IN (#Consultant) OR (Consultant IN (#Consultant)))
DROP TABLE #Rn
DROP TABLE #FillData
You could of course remove any filter on dates from the query and apply them directly in the tablix of your report. Obvously, this means that SQL Server has to return all the data each time the report is run, so I guess that this isn't what you want.
For the window function to have access to the previous 3 rows, you will have to include the previous 3 months in your calculation. To achieve this, change the first condition in the WHERE clause in the cte (data) to something like this:
SubmissionDates.cc_date_c
BETWEEN
ISNULL(DATEADD(month, DATEDIFF(month, 0, #StartDate)-3, 0), '01/10/2015')
AND
ISNULL(#EndDate, DATEADD(day, DATEDIFF(day, 0, GETDATE())-1, 0))
As I thought that your date filter logic was wrong, I changed it to include the dates from the beginning of the month rather than from the end.
Now that the previous 3 months are included, we can apply a filter in the end to exclude the previous months from display, but this has to be done after using the window function, for example with another cte:
WITH calc AS (
SELECT
IntakeMonth,
Consultant,
Unit,
SUM(Unit) OVER(PARTITION BY Consultant ORDER BY Consultant ROWS BETWEEN 3 PRECEDING AND CURRENT ROW) AS agentfourmonthperiod
FROM #FillData
WHERE ('(All)' IN (#ProvincialManager) OR (ProvManager IN (#ProvincialManager)))
AND ('(All)' IN (#RegionalManager) OR (RegManager IN (#RegionalManager)))
AND ('(All)' IN (#AreaSalesManager) OR (AreaSalesManager IN (#AreaSalesManager)))
AND ('(All)' IN (#Consultant) OR (Consultant IN (#Consultant)))
)
SELECT IntakeMonth, Consultant, Unit, agentfourmonthperiod
FROM calc
WHERE IntakeMonth >= ISNULL(EOMONTH(#StartDate), '01/31/2016')

need to add a col conditionally

I have one table which I want to join with another. I would create a commmand in Crystal reports to get this output and change the names in the formulas easily.
I need something like this: only I need the sum from the second tbl.
Select
*
from
rapklib.shpfrt a
left outer join ralib.shpfrtc b
where idord# a = idord# b
the first is created as
CREATE VIEW
Ralib.shpfrt
AS
SELECT
T01.IDORD#,
T01.IDDOCD,
T01.IDPRT#,
T01.IDSFX#,
T01.IDSHP#,
T01.IDNTU$,
T01.IDENT# ,
( T01.IDNTU$ * T01.IDSHP# ) AS LINTOT ,
T02.IARCC3,
T02.IAPRLC ,
T01.IDORDT,
T01.IDHCD3
FROM
STDTA.OEINDLID T01
INNER JOIN STDTA.ICPRTMIA T02 ON T01.IDPRT# = T02.IAPRT#
WHERE t01.iddocd > 20131231
the second is the same as the first but only will contain rows when there is a value in idprt# = 'FRTCRDM' then the sum we get there means there was a credit given for shipping charge (freight).
So I want to join them for use in a crystal report that will give me all the rows of the first but bring in the FRTCRDM amounts as well. Currently I am joining them when order# are = and thus only getting orders which have a FRTCRDM.

SQL Query returning multiple Duplicate Results

scenario : I have Three Tables(Prisoners,AddPaymentTransaction,WithdrawPaymentTransation)
Date in Tables : i have 1 row of prisoner with PrisonerID=5 and two rows in both other table,
i have wrote query to return there data if any prisoner have add some payment in there account or with draw any payment from there payment on same day or on different dates etc.
here is my query :
select at.PrisonerID ,at.Amount as AAmount,at.Date as ADate,wt.Amount as WAmount,wt.Date as WDate
from Prisoners p, AddPaymentTransaction at,WithdrawPaymentTransation wt
where p.PrisonerID=at.PrisonerID and p.PrisonerID=wt.PrisonerID and at.PrisonerID=wt.PrisonerID and at.PrisonerID=5
but it gives me 4 rows, 9 rows when i have 3 rows of data in each Table etc.
i want rows of data with out duplicate. any suggestions or help will be highly appreciated.
It looks like at.PrisonerID = wt.PrisonerID in your query might be what is causing all of the duplicates. I am guessing AddPaymentTransaction and WithdrawPaymentTransation should not be linked together. So, how about the following:
SELECT at.PrisonerID, at.Amount as AAmount, at.Date as ADate,
wt.Amount as WAmount, wt.Date as WDate
FROM Prisoners p
INNER JOIN AddPaymentTransaction at p.PrisonerID = at.PrisonerID
INNER JOIN WithdrawPaymentTransation wt ON p.PrisonerID = wt.PrisonerID
WHERE at.PrisonerID = 5
but this probably isn't going to give you exactly what you are looking for either. So maybe something like the following:
SELECT * FROM
(
SELECT p.PrisonerID, 'AddPayment' AS Type,
apt.Amount as TransAmount, apt.Date AS TransDate
FROM Prisoners p
INNER JOIN AddPaymentTransaction apt ON p.PrisonerID = apt.PrisonerID
WHERE apt.PrisonerID = 5
UNION
SELECT p.PrisonerID, 'WithdrawPayment' AS Type,
wt.Amount as TransAmount, wt.Date as TransDate
FROM Prisoners p
INNER JOIN WithdrawPaymentTransation wt ON p.PrisonerID = wt.PrisonerID
WHERE wt.PrisonerID = 5
) AS mq
ORDER BY mq.TransDate DESC

Oracle SQL Distinct Clause not presenting distinct values

I have a script when I'm trying to select locations in an inventory where quantity of said location is <= 5. The query is complete, now I'm trying to do some fine tuning, and what I'm running into now is when I use the distinct clause I am still receiving duplicate records in the same column. I do know the column next to the first are unique, but I thought distinguishing distinct and one column would roll over to next related to said column.
Here is my code:
select DISTINCT bin.scannable_id as bin,
bi.bin_id as case1,
pallet.scannable_id as pallet,
-- bi.isbn as fcsku,
nvl(fs.asin,bi.isbn) as asin,
sum(bi.quantity) as quantity,
pallet.creation_date as received_date
from containers bin
join containers pallet on pallet.containing_container_id = bin.container_id
join containers case on case.containing_container_id = pallet.container_id
join bin_items bi on bi.container_id = case.container_id
left join fcskus fs on fs.fcsku = bi.isbn
where bin.scannable_id like 'R-1-T%'
and bi.quantity <= '5'
group by bin.scannable_id, pallet.scannable_id, bi.bin_id, bi.owner,bi.isbn,nvl(fs.asin,bi.isbn), pallet.creation_date
order by sum(bi.quantity);
My output, which is obviously showing duplicate records in the scannable_id column:
Correct Formatting Thanks to conrad.
select DISTINCT bin.scannable_id as bin,
pallet.scannable_id as pallet,
nvl(fs.asin,bi.isbn) as asin,
sum(bi.quantity) as quantity
from containers bin
join containers pallet on pallet.containing_container_id = bin.container_id
join containers case on case.containing_container_id = pallet.container_id
join bin_items bi on bi.container_id = case.container_id
left join fcskus fs on fs.fcsku = bi.isbn
where bin.scannable_id like 'R-1-T%'
having sum(bi.quantity) <= '5'
group by bin.scannable_id, pallet.scannable_id, nvl(fs.asin,bi.isbn), bi.quantity
order by sum(bi.quantity);
As said on the comments you dont need a DISTINCT if you have the group by statement. And format your date field because depending on your oracle client configuration it will not show you the entire date format (e.g. date time). So try with this:
select bin.scannable_id as bin,
bi.bin_id as case1,
pallet.scannable_id as pallet,
nvl(fs.asin,bi.isbn) as asin,
to_char(pallet.creation_date, 'yyyy-mm-dd') as received_date
sum(bi.quantity) as quantity,
from containers bin
join containers pallet on pallet.containing_container_id = bin.container_id
join containers case on case.containing_container_id = pallet.container_id
join bin_items bi on bi.container_id = case.container_id
left join fcskus fs on fs.fcsku = bi.isbn
where bin.scannable_id like 'R-1-T%'
and bi.quantity <= '5'
group by bin.scannable_id,
pallet.scannable_id,
bi.bin_id,
bi.owner,
bi.isbn,
nvl(fs.asin,bi.isbn),
to_char(pallet.creation_date, 'yyyy-mm-dd')
order by sum(bi.quantity);
bi.bin_id is different for each row, so you do only have distinct results in your resultset.
distinct is applied to the final visible resultset (once the to_char etc. functions are processed)
distinct is redundant if you already use a group by expression
Solution: skipp the bi.bin_id column from your select expression.
Your logic is also confusing. You want to know the SUM of all the bi.* elements. To do so you cannot group by bi.bin_id nor any field from the bi table. This is the reason why your quantity result is always 1.