MS Access SQL getting results from different tables and sorting by date - sql

Question

i hope my description will be enough. i tried to remove all non-significant fields.
i have 5 tables (Customer, Invoice, Items, Invoice_Item, Payment):
Customer fields and sample date are:
+----+------+
| ID | Name |
+----+------+
| 1 | John |
| 2 | Mary |
+----+------+
Invoice fields and sample date are:
+----+-----------+----------+------+
| ID | Date | Customer | Tax |
+----+-----------+----------+------+
| 1 | 1.1.2017 | 1 | 0.10 |
| 2 | 2.1.2017 | 2 | 0.10 |
| 3 | 3.1.2017 | 1 | 0.10 |
| 4 | 3.1.2017 | 2 | 0.10 |
| 5 | 8.1.2017 | 1 | 0.10 |
| 6 | 11.1.2017 | 1 | 0.10 |
| 7 | 12.1.2017 | 2 | 0.10 |
| 8 | 13.1.2017 | 1 | 0.10 |
+----+-----------+----------+------+
Item fields and sample data are:
+----+--------+
| ID | Name |
+----+--------+
| 1 | Door |
| 2 | Window |
| 3 | Table |
| 4 | Chair |
+----+--------+
Invoice_Item fields and sample data are:
+------------+---------+--------+------------+
| Invoice_ID | Item_ID | Amount | Unit_Price |
+------------+---------+--------+------------+
| 1 | 1 | 4 | 10 |
| 1 | 2 | 2 | 20 |
| 1 | 3 | 1 | 30 |
| 1 | 4 | 2 | 40 |
| 2 | 1 | 1 | 10 |
| 2 | 3 | 1 | 15 |
| 2 | 4 | 2 | 12 |
| 3 | 3 | 4 | 15 |
| 4 | 1 | 1 | 10 |
| 4 | 2 | 20 | 30 |
| 4 | 3 | 15 | 30 |
| 5 | 1 | 4 | 10 |
| 5 | 2 | 2 | 20 |
| 5 | 3 | 1 | 30 |
| 5 | 4 | 2 | 40 |
| 6 | 1 | 1 | 10 |
| 6 | 3 | 1 | 15 |
| 6 | 4 | 2 | 12 |
| 7 | 3 | 4 | 15 |
| 8 | 1 | 1 | 10 |
| 8 | 2 | 20 | 30 |
| 8 | 3 | 15 | 30 |
+------------+---------+--------+------------+
The reason the price is in this table not in the item table is because it is customer specific price.
Payment fields are:
+----------+--------+-----------+
| Customer | Amount | Date |
+----------+--------+-----------+
| 1 | 40 | 3.1.2017 |
| 2 | 10 | 7.1.2017 |
| 1 | 60 | 10.1.2017 |
+----------+--------+-----------+
so my report should be combine all tables and sort by DATE (either from Invoice or Payment) for a certain customer.
so for e.g. for customer John (1) it should be like:
+------------+----------------+---------+-----------+
| Invoice_ID | Invoice_Amount | Payment | Date |
+------------+----------------+---------+-----------+
| 1 | 171 | - | 1.1.2017 |
| 3 | 54 | - | 3.1.2017 |
| - | - | 40 | 3.1.2017 |
| 5 | 171 | - | 8.1.2017 |
| - | 10 | 60 | 10.1.2017 |
| 6 | 44.1 | - | 11.1.2017 |
| 8 | 954 | - | 13.1.2017 |
+------------+----------------+---------+-----------+
it is sorted by date, Invoice amount is (sum of (Amount* unit price)) * (1-tax)
i started with union but then got lost.
here is my try:
SELECT Inv_ID as Num, SUM(Invoice_Items.II_Price*Invoice_Items.II_Amount) AS Amount, Inv_Date as Created
FROM Invoice INNER JOIN Invoice_Items ON Invoice.Inv_ID = Invoice_Items.II_Inv_ID
UNION ALL
SELECT Null as Num, P_Value as Amount, P_Date as Created
FROM Payments
ORDER BY created ASC
Your help is appreciated!
Thanks

Answer 1

You can generate the report you requested using the following SQL script:
SELECT CustomerID,Invoice_ID,Invoice_Amount,Payment,Date
FROM (
SELECT c.ID AS CustomerID, i.ID AS Invoice_ID, SUM((t.Amount * t.UnitPrice)*(1-i.tax)) AS Invoice_Amount, NULL AS Payment,i.Date
FROM (Customer c
LEFT JOIN Invoice i
ON c.ID = i.Customer)
LEFT JOIN Invoice_Item t
ON i.ID = t.Invoice_ID
GROUP BY c.ID, i.ID,i.Date
UNION
SELECT c.ID AS CustomerID,NULL AS Invoice_ID, NULL AS Invoice_Amount, p.Amount AS Payment, p.Date
FROM Customer c
INNER JOIN Payment p
ON c.ID = p.Customer ) a
ORDER BY CustomerID, Date, Payment ASC
Note: I've added CustomerID to the output so you know what customer the data corresponds to.

Answer 2

here is the Answer which worked for me, a bit corrected from #Catzeye Answer , which didnt show the second part of the Union.
SELECT c.ID AS CustomerID,NULL AS Invoice_ID, NULL AS Invoice_Amount, p.Amount AS Payment, p.Date
FROM Customer c
INNER JOIN Payment p
ON c.ID = p.Customer
UNION ALL
SELECT c.ID AS CustomerID, i.ID AS Invoice_ID, SUM((t.Amount * t.Unit_Price)*(1-i.tax)) AS Invoice_Amount, NULL AS Payment,i.Date
FROM (Customer c
INNER JOIN Invoice i
ON c.ID = i.Customer)
INNER JOIN Invoice_Item t
ON i.ID = t.Invoice_ID
GROUP BY c.ID, i.ID,i.Date
ORDER BY CustomerID, Date, Payment;