Getting value repeated for next year if value is recurring - sql

I have a record for project and release number and I need to repeat the row in next year if value is recurring.
First image is showing the data that I have it
My expected output is:
Explanation of output: In year 2017 value_type ITA has frequency as Recurring so, This value should be repeated in all next year(i.e 2018, 2019 and 2020). like that in year 2018 OC and PA is recurring so it also need to repeated in 2019 and 2020.
For that I created a new view for only recurring value and tried to join that view with base table. But it is not giving me proper result.
Can anyone please help me with this?
Thanks in advance..

DECLARE #EndYear INT =2020 --Also you can get from data by MAX(Year)
;WITH tb(PROJECT_ID,RELEASE_NO,[YEAR],VALUE_TYPE,VAL_DES,COST,RUN_TATE,FREQUENCY)
AS(
SELECT 111,1,2016,'IT','EXPENSE',0,NULL,NULL UNION
SELECT 111,1,2016,'IR','INCOME',10000,NULL,NULL UNION
SELECT 111,1,2016,'OC','EXPENSE',-200000,NULL,NULL UNION
SELECT 111,1,2016,'Vendor','EXPENSE',-5000,NULL,NULL UNION
SELECT 111,1,2017,'BC','INCOME',200000,NULL,NULL UNION
SELECT 111,1,2017,'ITA','INCOME',5000,5000,'Recurring' UNION
SELECT 111,1,2017,'OC','EXPENSE',-200000,NULL,NULL UNION
SELECT 111,1,2018,'OC','EXPENSE',-10000,-10000,'Recurring' UNION
SELECT 111,1,2018,'PA','INCOME',100000,100000,'Recurring' UNION
SELECT 111,1,2019,'icc','INCOME',500,NULL,NULL UNION
SELECT 111,1,2020,NULL,NULL,NULL,NULL,NULL
),Recurring AS (
SELECT tb.PROJECT_ID,tb.RELEASE_NO,tb.VALUE_TYPE,tb.VAL_DES,MIN([YEAR]) AS StartYear,MAX(COST) AS COST,MAX(tb.RUN_TATE) AS RUN_TATE
FROM tb WHERE FREQUENCY='Recurring'
GROUP BY tb.PROJECT_ID,tb.RELEASE_NO,tb.VALUE_TYPE,tb.VAL_DES
)
SELECT * FROM tb union
SELECT r.PROJECT_ID,r.RELEASE_NO,n.number AS [YEAR],r.VALUE_TYPE,r.VAL_DES,r.COST,r.RUN_TATE,NULL AS FREQUENCY FROM
Recurring AS r
OUTER APPLY (
SELECT sv.number FROM master.dbo.spt_values AS sv WHERE sv.type='P' AND sv.number BETWEEN r.StartYear+1 AND #EndYear
)n
PROJECT_ID RELEASE_NO YEAR VALUE_TYPE VAL_DES COST RUN_TATE FREQUENCY
----------- ----------- ----------- ---------- ------- ----------- ----------- ---------
111 1 2016 IR INCOME 10000 NULL NULL
111 1 2016 IT EXPENSE 0 NULL NULL
111 1 2016 OC EXPENSE -200000 NULL NULL
111 1 2016 Vendor EXPENSE -5000 NULL NULL
111 1 2017 BC INCOME 200000 NULL NULL
111 1 2017 ITA INCOME 5000 5000 Recurring
111 1 2017 OC EXPENSE -200000 NULL NULL
111 1 2018 ITA INCOME 5000 5000 NULL
111 1 2018 OC EXPENSE -10000 -10000 Recurring
111 1 2018 PA INCOME 100000 100000 Recurring
111 1 2019 icc INCOME 500 NULL NULL
111 1 2019 ITA INCOME 5000 5000 NULL
111 1 2019 OC EXPENSE -10000 -10000 NULL
111 1 2019 PA INCOME 100000 100000 NULL
111 1 2020 NULL NULL NULL NULL NULL
111 1 2020 ITA INCOME 5000 5000 NULL
111 1 2020 OC EXPENSE -10000 -10000 NULL
111 1 2020 PA INCOME 100000 100000 NULL

Related

How to get 100 records from a table with a value from year 2022 more than from year 2021

Here is the code that is working, but can it be more efficient and avoid subquery?
condition used: (revenue_2022 - revenue_2021) > 0
or revenue_2022 > revenue_2021
select
id
from
main_tbl
where
(
(
select
revenue
from
main_tbl
where
id = ts.id
and bq_year = 2022
and revenue > 0
) -
(
select
revenue
from
main_tbl
where
id = ts.id
and year = 2021
and revenue > 0
)
) > 0
limit 100
main_table:
id | revenue | year
----------------------
1 | 4500 | 2022
1 | 4600 | 2021
2 | 3300 | 2022
3 | 5800 | 2022
3 | 5500 | 2021
expected output is the id 3 since its revenue for the year 2022 is greater than the year 2021
And 2 is not considered, since it doesn't have the year 2021 to compare with.
It's a little unclear what you'd like to do if there are other years, or more than one entry per id+year, but you could do something like:
select
id
from main_table y2022, main_table y2021
where y2022.year = 2022
and y2021.year = 2021
and y2022.id = y2021.id
and y2022.revenue > y2021.revenue
limit 100

Need to pick up the SUM OF Tax Amount for the highest Sequence number Per Year, Per SSN, Per employer

Consider Employee table:
Employerid ssn year Seqnumber q1taxamt q2taxamt q3taxamt q4taxamt
1004 101 2013 1 2000 0 0 0
1004 101 2013 2 2000 100 0 0
1004 101 2013 3 2000 100 200 0
1004 101 2013 4 2000 100 200 300
1004 102 2013 1 3000 0 0 0
1004 102 2013 2 3000 200 0 0
1004 102 2013 3 3000 200 300 0
1004 102 2013 4 3000 200 300 400
1004 102 2013 5 3000 200 300 400
Here the transformation rule is we need to pick the highest Seqnumber with respect to each ssn per year per
Employerid and the amounts.
i.e for 10004 for sum(q1taxamt) is 2000 +3000 = 5000
The Logic is ssn 101 has highest seq number of 4 and ssn 102 has highest seq number of 5 so we need to pick those values wrt to employerid
Example:
Want to check for q1taxamt: 2000 +3000 = 5000
Want to check for q4taxamt: 300 +400 = 700
output must be:
Employerid YEAR q1taxamt q2taxamt q3taxamt q4taxamt
10004 2013 5000 300 500 700
The below query is generating wrong result:
Select
Sum(E1.q1taxamt) q1taxamt,
Sum(E1.q2taxamt) q2taxamt,
Sum(E1.q3taxamt) q3taxamt,
Sum(E1.q4taxamt) q4taxamt,
E1.Employerid,
E1.YEAR
from Employee E1
join
(
select
E.Employerid,
MAX(E.seqnumber) seqnumber,
E.YEAR
from Employee E
group by E.Employerid,E.SSn,E.year
)E2
on E1.Employerid=E2.Employerid
AND E1.YEAR=E2.YEAR
and E1.seqnumber=E2.Taxseqnumber
Just use row_number():
select e.*
from (select e.*,
row_number() over (partition by E.Employerid, E.SSn, E.year
order by e.seqnumber desc
) as seqnum
from Employee e
) e
where seqnum = 1;
For best performance, you want an index on Employee(EmployerId, SSN, seqnumber desc).
You missing SSN join predicate between E1 and E2 thats why you are getting wrong result. I think this might be faster than Row_Number method.
Select
Sum(E1.q1taxamt) q1taxamt,
Sum(E1.q2taxamt) q2taxamt,
Sum(E1.q3taxamt) q3taxamt,
Sum(E1.q4taxamt) q4taxamt,
E1.Employerid,
E1.YEAR
from Employee E1
join
(
select
E.Employerid,
E.SSn,
MAX(E.seqnumber) seqnumber,
E.YEAR
from Employee E
group by E.Employerid,E.SSn,E.year
)E2
on E1.Employerid=E2.Employerid
AND E1.YEAR=E2.YEAR
AND E1.SSN = E2.SSN --Here
and E1.seqnumber=E2.Taxseqnumber

SQL Group by range and total column

With the following function and stored procedure i get a resultset with 2 columns.
What i need additional is a third column total for all open invoices inner score range
It would great for any idea.
ALTER FUNCTION dbo.OpenOrders
(
#MandantId int
)
RETURNS TABLE
AS
RETURN
SELECT SUM(Invoices.Amount - ISNULL(Payment.Amount, 0)) AS Op
FROM Invoices INNER JOIN
Orders ON Invoices.OrderId = Orders.OrderId LEFT OUTER JOIN
Payment ON Invoices.InvoiceId = Payment.InvoiceId
WHERE (Orders.MandantId = #MandantId)
GROUP BY Invoice.InvoiceId, Invoices.Amount
HAVING (SUM(Invoices.Amount - ISNULL(Payment.Amount, 0)) <> 0)
ALTER PROCEDURE dbo.GetOpRanges
#MandantId int
AS
BEGIN
SELECT * INTO #tmp_ranges
FROM
//wrong in first post -> OPDebitorByMandant(#MandantId)
OpenOrders(#MandantId)
SELECT op AS [score range], COUNT(*) AS [number of occurences]
FROM
(SELECT CASE
WHEN op BETWEEN 0 AND 50 THEN ' 0- 50'
WHEN op BETWEEN 50 AND 100 THEN ' 50-100'
WHEN op BETWEEN 100 AND 500 THEN '100-500'
ELSE '500 and >' END AS op
FROM [#tmp_ranges]) AS t
GROUP BY op
RETURN
Result:
score range number of occurences range
------------------+-------------
0- 50 23
50-100 4
100-500 4
500 and > 21
What i need additional is a third column total for all open invoices inner score range.
Target result:
score range number of occurences Total
-----------+--------------------+------
0- 50 23 1.150
50-100 4 400
100-500 4 2.000
500 and > 21 22.000
Tables:
Invoices
InvoiceId CustomerId OrderId DateOfInvoice Amount
----------+----------+-------+-------------+------
1 1 20 20160301 1000.00
2 2 22 20160501 2000.00
3 1 102 20160601 3000.00
...
Orders
OrderId MandantId CustomerId DateOfOrder Amount
-------+---------+----------+-----------+-----------
20 1 1 20160101 1000.00
22 1 2 20160101 2000.00
102 1 1 20160101 3000.00
...
Payment
PaymentId MandantId CustomerId InvoiceId OrderId DateOfPayment Amount
---------+---------+----------+---------+-------+-------------+-------------
1 1 1 1 20 20160310 1000.00
2 1 2 2 22 20160505 2000.00
3 1 1 3 102 20160610 3000.00
...
hope it's helpfull and thanks again in advance for any solution

Multiple joins with aggregates

I have the two following tables:
Person:
EntityId FirstName LastName
----------- ------------------ -----------------
1 Ion Ionel
2 Fane Fanel
3 George Georgel
4 Mircea Mircel
SalesQuotaHistory
SalesQuotaId EntityId SalesQuota SalesOrderDate
------------ ----------- ----------- -----------------------
1 1 1000 2014-01-01 00:00:00.000
2 1 1000 2014-01-02 00:00:00.000
3 1 1000 2014-01-03 00:00:00.000
4 3 3000 2013-01-01 00:00:00.000
5 3 3000 2013-01-01 00:00:00.000
7 4 4000 2015-01-01 00:00:00.000
8 4 4000 2015-01-02 00:00:00.000
9 4 4000 2015-01-03 00:00:00.000
10 1 1000 2015-01-01 00:00:00.000
11 1 1000 2015-01-02 00:00:00.000
I am trying to get the SalesQuota for each user in 2014 and 2015.
Using this query i am getting an erroneous result:
SELECT p.EntityId
, p.FirstName
, SUM(sqh2014.SalesQuota) AS '2014'
, SUM(sqh2015.SalesQuota) AS '2015'
FROM Person p
LEFT OUTER JOIN SalesQuotaHistory sqh2014
ON p.EntityId = sqh2014.EntityId
AND YEAR(sqh2014.SalesOrderDate) = 2014
LEFT OUTER JOIN SalesQuotaHistory sqh2015
ON p.EntityId = sqh2015.EntityId
AND YEAR(sqh2015.SalesOrderDate) = 2015
GROUP BY p.EntityId, p.FirstName
EntityId FirstName 2014 2015
--------- ----------- ---------- --------------------
1 Ion 6000 6000
2 Fane NULL NULL
3 George NULL NULL
4 Mircea NULL 12000
In fact, Id 1 has a total SalesQuota of 3000 in 2014 and 2000 in 2015.
What i am asking here, is .. what is really happening behind the scenes? What is the order of operation in this specific case?
Thanks to my last post i was able to solve this using the following query:
SELECT p.EntityId
, p.FirstName
, SUM(CASE WHEN YEAR(sqh.SalesOrderDate) = 2014 THEN sqh.SalesQuota ELSE 0 END) AS '2014'
, SUM(CASE WHEN YEAR(sqh.SalesOrderDate) = 2015 THEN sqh.SalesQuota ELSE 0 END) AS '2015'
FROM Person p
LEFT OUTER JOIN SalesQuotaHistory sqh
ON p.EntityId = sqh.EntityId
GROUP BY p.EntityId, p.FirstName
EntityId FirstName 2014 2015
----------- --------------------- ----------- -----------
1 Ion 3000 2000
2 Fane 0 0
3 George 0 0
4 Mircea 0 12000
but without understanding what's wrong with the first attempt .. i can't get over this ..
Any explanation would be greatly appreciated.
Is easy to see what is happening if you change your select to
SELECT *
and remove the group by
You first approach need something like this
Sql Fiddle Demo
SELECT p.[EntityId]
, p.FirstName
, COALESCE(s2014,0) as [2014]
, COALESCE(s2015,0) as [2015]
FROM Person p
LEFT JOIN (SELECT EntityId, SUM(SalesQuota) s2014
FROM SalesQuotaHistory
WHERE YEAR(SalesOrderDate) = 2014
GROUP BY EntityId
) as s1
ON p.[EntityId] = s1.EntityId
LEFT JOIN (SELECT EntityId, SUM(SalesQuota) s2015
FROM SalesQuotaHistory
WHERE YEAR(SalesOrderDate) = 2015
GROUP BY EntityId
) as s2
ON p.[EntityId] = s2.EntityId
Joining with the result data only if exist for that id and year.
OUTPUT
| EntityId | FirstName | 2014 | 2015 |
|----------|-----------|------|-------|
| 1 | Ion | 3000 | 2000 |
| 2 | Fane | 0 | 0 |
| 3 | George | 0 | 0 |
| 4 | Mircea | 0 | 12000 |
You have multiple rows for each year, so the first method is producing a Cartesian product.
For instance, consider EntityId 100:
1 1 1000 2014-01-01 00:00:00.000
2 1 1000 2014-01-02 00:00:00.000
3 1 1000 2014-01-03 00:00:00.000
10 1 1000 2015-01-01 00:00:00.000
11 1 1000 2015-01-02 00:00:00.000
The intermediate result from the join produces six rows, with these SalesQuotaId:
1 10
1 11
2 10
2 11
3 10
3 11
You can then do the math -- the result is off because of the multiple rows.
You seem to know how to fix the problem. The conditional aggregation approach produces the correct answer.
You could improve the speed of your query by adding a WHERE condition to filter only the years over which you're looking for data:
SELECT p.EntityId
, p.FirstName
, SUM(CASE WHEN YEAR(sqh.SalesOrderDate) = 2014
THEN sqh.SalesQuota ELSE 0 END) AS '2014'
, SUM(CASE WHEN YEAR(sqh.SalesOrderDate) = 2015
THEN sqh.SalesQuota ELSE 0 END) AS '2015'
FROM Person p
LEFT OUTER JOIN SalesQuotaHistory sqh
ON p.EntityId = sqh.EntityId
WHERE YEAR(sqh.SalesOrderDate) IN (2014, 2015)
GROUP BY p.EntityId, p.FirstName
Otherwise, the query that you found is the way to go (good job!)

Oracle 10g unpivot returning values in one column and creating month column

We just found out that the new database we have been given access to is Oracle 10g, so we are unable to use fcn like UNPIVOT.
We have a table like this..
SUBMISSION COUNTRY CPM_ID PFM_ID T_AREA CNTRY_CODE V_TYPE RES_CAT JAN_2014 FEB_2014
01-JUN-2014 USA 10 24 TEST1 USA V1 210 5 10
01-AUG-2014 UK 20 30 TEST2 UK V1 213 20 30
The desired output would look like this...
SUBMISSION COUNTRY CPM_ID PFM_ID T_AREA CNTRY_CODE V_TYPE RES_CAT MONTH VALUE
01-JUN-2014 USA 10 24 TEST1 USA V1 210 01-JAN-2014 5
01-JUN-2014 USA 10 24 TEST1 USA V1 210 01-FEB-2014 10
01-AUG-2014 UK 20 30 TEST2 UK V1 213 01-JAN-2014 20
01-AUG-2014 UK 20 30 TEST2 UK V1 213 01-FEB-2014 30
I am working with a query like this...but I cannot get the month column to come out right...
select *
from (select t.submission,
t.country,
t.cpm_id,
t.pfm_id,
t.t_area,
t.cntry_code,
t.v_type,
t.res_cat,
(case
when n.n = 1 then JAN-2014
when n.n = 1 then FEB-2014 end) as value
from table1 t cross join
(select FEB_2014 as n from dual union all
select FEB_2014 from dual) n
) s
where value is not null;
Thanks for your help,
I would do:
select t.submission,
t.country,
t.cpm_id,
t.pfm_id,
t.t_area,
t.cntry_code,
t.v_type,
t.res_cat,
n.d,
case when n.d = '01-JAN-2014' then t.jan_2014 else t.feb_2014 end value
from table1 t
cross join
(
select '01-JAN-2014' d from dual
union all
select '01-FEB-2014' d from dual
) n;