Related
I have following data in my table:
uniqueId d_date amount
1 2018-02-01 100.25
2 2019-03-01 456.5
3 2018-02-01 455
4 2019-05-01 200.48
5 2018-06-01 100
6 2019-07-01 200
7 2018-12-01 6950
8 2019-02-01 60
9 2020-01-20 100
Now when I enter start date = '2018-03-12' then my fiscal year must start with march 2018 to feb 2019 and so on.
If i enter start date = '2019-05-12' then my fiscal year must start with May 2019 to April 2020
I have tried below query but it is not working properly and also it calculate past year which is 2017 I do not want any data from past year from my entered custom date. So if entered start date = '2018-03-12' then is must start calculation for 2018 and above years only. No past year.
Declare #startdate as date
Declare #monthDate as int
Declare #ownmonth as int
set #startdate = '2018-03-12'
set #monthDate = month(#startdate)
set #ownmonth = 1
select
year(dateadd(month, -#monthDate, d_date)) year,
sum(case when month(d_date) = case when #monthDate+1 > 12 then #ownmonth else #monthDate+1 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+2 > 12 then #ownmonth+1 else #monthDate+2 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+3 > 12 then #ownmonth+2 else #monthDate+3 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+4 > 12 then #ownmonth+3 else #monthDate+4 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+5 > 12 then #ownmonth+4 else #monthDate+5 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+6 > 12 then #ownmonth+5 else #monthDate+6 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+7 > 12 then #ownmonth+6 else #monthDate+7 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+8 > 12 then #ownmonth+7 else #monthDate+8 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+9 > 12 then #ownmonth+8 else #monthDate+9 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+10 > 12 then #ownmonth+9 else #monthDate+10 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+11 > 12 then #ownmonth+10 else #monthDate+11 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+12 > 12 then #ownmonth+11 else #monthDate+12 End then amount end) ,
sum(amount) total
from mytable
group by year(dateadd(month, -#monthDate, amount))
order by year
But above query does not show proper year & month wise data
Now I want output with fiscal year calculation:
Year Mar Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Total
2018 - - - 100 - - - - - 6950 - 60 7110
2019 456.5 - 200.48 - 200 - - - - - 100 - 956.98
I can not use PIVOT as it is not supported in my compact SQL Server version.
How can I do this?
Your rule for a fiscal year is the year's March until the following year's February:
date | fiscal year
... | ...
2018-02-28 | 2017
2018-03-01 | 2018
... | 2018
2019-02-28 | 2018
2019-03-01 | 2019
... | ...
That means when we subtract two months from a date, we get a date the year of which is the fiscal year:
date | date - 2 months | fiscal year
... | ... | ...
2018-02-28 | 2017-12-28 | 2017
2018-03-01 | 2018-01-01 | 2018
... | ... | 2018
2019-02-28 | 2018-12-28 | 2018
2019-03-01 | 2019-01-01 | 2019
... | ... | ...
select
year(dateadd(month, -2, d_date)) as fiscal_year,
sum(case when month(d_date) = 3 then amount else 0 end) as mar,
sum(case when month(d_date) = 4 then amount else 0 end) as apr,
sum(case when month(d_date) = 5 then amount else 0 end) as may,
sum(case when month(d_date) = 6 then amount else 0 end) as jun,
sum(case when month(d_date) = 7 then amount else 0 end) as jul,
sum(case when month(d_date) = 8 then amount else 0 end) as aug,
sum(case when month(d_date) = 9 then amount else 0 end) as sep,
sum(case when month(d_date) = 10 then amount else 0 end) as oct,
sum(case when month(d_date) = 11 then amount else 0 end) as nov,
sum(case when month(d_date) = 12 then amount else 0 end) as dec,
sum(case when month(d_date) = 1 then amount else 0 end) as jan,
sum(case when month(d_date) = 2 then amount else 0 end) as feb,
sum(amount) as total
from mytable
group by year(dateadd(month, -2, d_date))
order by year(dateadd(month, -2, d_date));
If you want to limit this to the fiscal year a given date resides in, add:
where year(dateadd(month, -2, d_date)) = year(dateadd(month, -2, #given_date))
And well, if you want to limit this to the fiscal years beginning with that year, that would of course be:
where year(dateadd(month, -2, d_date)) >= year(dateadd(month, -2, #given_date))
UPDATE: You want a fiscal year to start with the first day of the month of a given date. I.e. If the given date is 1990-04-23, then a fiscal year starts with April. This changes above query only slightly, because rather than subtracting 2 months (for March), we must generalize this to subtracting one month less than the given month.
I am using a modulo operation when comparing months in order not to end up with months 13, 14, etc.
select
year(dateadd(month, - month(#startdate) + 1, d_date)) as fiscal_year,
sum(case when month(d_date) = (month(#startdate) + 0) % 12 then amount else 0 end) as first,
sum(case when month(d_date) = (month(#startdate) + 1) % 12 then amount else 0 end) as second,
sum(case when month(d_date) = (month(#startdate) + 2) % 12 then amount else 0 end) as third,
sum(case when month(d_date) = (month(#startdate) + 3) % 12 then amount else 0 end) as fourth,
sum(case when month(d_date) = (month(#startdate) + 4) % 12 then amount else 0 end) as fith,
sum(case when month(d_date) = (month(#startdate) + 5) % 12 then amount else 0 end) as sixth,
sum(case when month(d_date) = (month(#startdate) + 6) % 12 then amount else 0 end) as seventh,
sum(case when month(d_date) = (month(#startdate) + 7) % 12 then amount else 0 end) as eighth,
sum(case when month(d_date) = (month(#startdate) + 8) % 12 then amount else 0 end) as nineth,
sum(case when month(d_date) = (month(#startdate) + 9) % 12 then amount else 0 end) as tenth,
sum(case when month(d_date) = (month(#startdate) + 10) % 12 then amount else 0 end) as eleventh,
sum(case when month(d_date) = (month(#startdate) + 11) % 12 then amount else 0 end) as twelfth,
sum(amount) as total
from mytable
group by year(dateadd(month, - month(#startdate) + 1, d_date))
order by year(dateadd(month, - month(#startdate) + 1, d_date));
And again, if we want our results start from the fiscal year of the given date, we'd add:
where year(dateadd(month, - month(#startdate) + 1, d_date)) >= year(#startdate)
I have a sales table
Date_s sales_man product qty
1-Jan-18 xx 01 30
1-Jan-18 xx 01 20
1-Jan-18 xy 01 20
1-Feb-18 xz 02 10
5-Feb-18 xz 02 30
1-Feb-18 xx 01 10
1-Feb-18 xx 01 40
1-Mar-18 xy 03 20
I want to get the following output data format as
Product sales_man Jan Feb Mar
01 xx 50 10 0
01 xy 20 0 0
02 xx 0 0 0
02 xy 0 0 0
02 xz 0 0 0
03 xy 0 0 20
You can use aggregation. Something like this:
select product, salesperson,
sum(case when extract(month from dates) = 1 then qty else 0 end) as jan,
sum(case when extract(month from dates) = 2 then qty else 0 end) as feb
from t
group by product, salesperson;
This uses ANSI SQL date functions, because your database tag is not clear. Date operations can differ by database.
Also, when looking at data by month, typically, you want to take the year into account as well (by filtering or aggregating on the year).
If i got Your problem right, you can try:
SELECT * into #TempTable FROM
(select product, salesman, qty, FORMAT(Dates, 'MMM') as Months from sales
) AS s
PIVOT
(
SUM(qty)
FOR Months in (Jan, Feb)
) AS Pvt
select product, salesman, isnull(Jan, 0) as Jan, isnull(Feb, 0) as Feb from
#TempTable order by product
drop table #TempTable
If you can change your date format from '1-Jan-18' to '1-01-18', then you can do below way
check sql fiddle
http://sqlfiddle.com/#!9/6d3824/2
If you consider below date format
'1-01-18',
'1-01-18',
'1-02-18';
then you can do this query
select product, salesman,
sum(case when extract(month from dates) = 1 then qty else 0 end) as jan,
sum(case when extract(month from dates) = 2 then qty else 0 end) as feb
from sales
group by product, salesman;
Result
product salesman jan feb
1 xx 30 0
1 xz 0 20
2 xy 10 0
For all month
http://sqlfiddle.com/#!9/6d3824/9
for all do query like this,
select product, salesman,
sum(case when extract(month from dates) = 1 then qty else 0 end) as jan,
sum(case when extract(month from dates) = 2 then qty else 0 end) as feb,
sum(case when extract(month from dates) = 3 then qty else 0 end) as mar,
sum(case when extract(month from dates) = 4 then qty else 0 end) as apr,
sum(case when extract(month from dates) = 5 then qty else 0 end) as may,
sum(case when extract(month from dates) = 6 then qty else 0 end) as jun,
sum(case when extract(month from dates) = 7 then qty else 0 end) as jul,
sum(case when extract(month from dates) = 8 then qty else 0 end) as aug,
sum(case when extract(month from dates) = 9 then qty else 0 end) as sep,
sum(case when extract(month from dates) = 10 then qty else 0 end) as oct,
sum(case when extract(month from dates) = 11 then qty else 0 end) as nov,
sum(case when extract(month from dates) = 12 then qty else 0 end) as dece
from sales
group by product, salesman;
Result would be
product salesman jan feb mar apr may jun jul aug sep oct nov dece
1 xx 30 0 0 0 0 0 0 0 0 0 0 0
1 xz 0 20 0 0 0 0 0 0 0 0 0 0
2 xy 10 0 0 0 0 0 0 0 0 0 0 0
I'm practicing SQL on this site: https://www.w3schools.com/sql/trysqlserver.asp?filename=trysql_func_sqlserver_substring
, and am trying to calculate the % of total monthly orders by customer ID. So for example, if customer 10 had 3 orders in January, and there were 33 orders total in January, then customer 10's result in January would be 3/33 = 9.09%. I want each row to be a customer ID, and a column for each month.
Basically, I want to convert this:
Into this:
I can get the totals by month, but am having trouble getting the percentages.
I'm using this code:
SELECT d.CustomerID,
SUM(CASE WHEN Month = 01 THEN NumOrders ELSE 0 END) AS Jan,
SUM(CASE WHEN Month = 02 THEN NumOrders ELSE 0 END) AS Feb,
SUM(CASE WHEN Month = 03 THEN NumOrders ELSE 0 END) AS Mar,
SUM(CASE WHEN Month = 04 THEN NumOrders ELSE 0 END) AS Apr,
SUM(CASE WHEN Month = 05 THEN NumOrders ELSE 0 END) AS May,
SUM(CASE WHEN Month = 06 THEN NumOrders ELSE 0 END) AS Jun,
SUM(CASE WHEN Month = 07 THEN NumOrders ELSE 0 END) AS Jul,
SUM(CASE WHEN Month = 08 THEN NumOrders ELSE 0 END) AS Aug,
SUM(CASE WHEN Month = 09 THEN NumOrders ELSE 0 END) AS Sep,
SUM(CASE WHEN Month = 10 THEN NumOrders ELSE 0 END) AS Oct,
SUM(CASE WHEN Month = 11 THEN NumOrders ELSE 0 END) AS Nov,
SUM(CASE WHEN Month = 12 THEN NumOrders ELSE 0 END) AS [Dec],
SUM(NumOrders) AS Total
FROM(
SELECT CustomerID,
DATEPART(mm,OrderDate) AS Month,
COUNT(OrderID) AS NumOrders
FROM Orders
GROUP BY CustomerID,
DATEPART(mm,OrderDate)
) d
GROUP BY d.CustomerID
WITH ROLLUP
I've tried using this code like this to calculate the percentages, but am not getting it to work out.
SUM(CASE WHEN Month = 01 THEN NumOrders ELSE 0 END) / CAST( SUM(NumOrders) OVER (PARTITION BY Month) AS FLOAT) AS JanPct,
This is pretty basic in Excel, and seems like it should be in SQL too, so I feel like I'm missing something obvious.
Try this
Create table #tmp (CustId INT, Jan int, Feb Int, March int)
insert into #tmp VALUES
(10,4,3,5),
(11,3,1,7),
(12,6,2,6),
(13,5,4,4);
Select * from #tmp
select CustId,
CEILING(CAST(Jan As FLOAT)/CAST(SUM(Jan) OVER() AS FLOAT)*100) As Jan,
CEILING(CAST(Feb As FLOAT)/CAST(SUM(Feb) OVER() AS FLOAT)*100) As Feb,
CEILING(CAST(March As FLOAT)/CAST(SUM(March) OVER() AS FLOAT)*100) As March
from #tmp
drop table #tmp
if you want % symbol, convert to varchar and append %
Eg:
CONVERT(VARCHAR(5),CEILING(CAST(Jan As FLOAT)/CAST(SUM(Jan) OVER() AS FLOAT)*100))+'%'
I wasn't able to make rollup work with PIVOT, so here is the long solution.
DECLARE #t table(OrderId INT identity(1,1), OrderDate date, CustomerID INT)
INSERT #t values('2017-01-01', 1),('2017-01-01', 1),('2017-02-01', 1),('2017-01-01', 2)
;WITH CTE as
(
SELECT DISTINCT
CAST(ROUND(count(*) over(partition by CustomerID, Month(OrderDate))*100./ count(*)
over(partition by month(OrderDate)), 0) as INT) Pct,
Month(OrderDate) Mon,
CustomerID
FROM #t
)
SELECT
CustomerID,
SUM(CASE WHEN Mon = 1 THEN Pct ELSE 0 END) AS Jan,
SUM(CASE WHEN Mon = 2 THEN Pct ELSE 0 END) AS Feb,
SUM(CASE WHEN Mon = 3 THEN Pct ELSE 0 END) AS Mar,
SUM(CASE WHEN Mon = 4 THEN Pct ELSE 0 END) AS Apr,
SUM(CASE WHEN Mon = 5 THEN Pct ELSE 0 END) AS May,
SUM(CASE WHEN Mon = 6 THEN Pct ELSE 0 END) AS Jun,
SUM(CASE WHEN Mon = 7 THEN Pct ELSE 0 END) AS Jul,
SUM(CASE WHEN Mon = 8 THEN Pct ELSE 0 END) AS Aug,
SUM(CASE WHEN Mon = 9 THEN Pct ELSE 0 END) AS Sep,
SUM(CASE WHEN Mon = 10 THEN Pct ELSE 0 END) AS Oct,
SUM(CASE WHEN Mon = 11 THEN Pct ELSE 0 END) AS Nov,
SUM(CASE WHEN Mon = 12 THEN Pct ELSE 0 END) AS [Dec]
FROM CTE
GROUP BY ROLLUP (CustomerID)
Just Use below code instead of selecting COUNT(OrderID) AS NumOrders in your below subquery
CONVERT(numeric(10,2), count(Orderid) * 100.0/ (select count(Orderid) from [Orders])) as NumOrders
SELECT *
FROM
(SELECT
YEAR (DateOfTransaction) AS year,
LEFT(DATENAME(MONTH, DateOfTransaction), 3) AS month,
SUM(CASE WHEN TransTypeName LIKE 'credit%' THEN amount ELSE 0 END) -
SUM(CASE WHEN TransTypeName LIKE 'Debit%' THEN amount ELSE 0 END) AS Balance
FROM
.............) AS t
PIVOT (SUM(balance) FOR month IN (jan, feb, march, ...., Dec)) AS pvt
This query returns a month-wise report account balance. I want a result is running balance.
Example:
January month I credit 5000, February month I credit 2000
My query result is
year jan feb march...dec
2014 5000 2000 null ..null
I want a result like this:
year jan feb march...dec
2014 5000 7000 null ..null
(5000+2000)
Try this
SELECT year,Jan = Jan, Feb = isnull(Jan,0)+isnull(Feb,0),....
FROM
(SELECT
YEAR (DateOfTransaction) AS year,
LEFT(DATENAME(MONTH, DateOfTransaction), 3) AS month,
SUM(CASE WHEN TransTypeName LIKE 'credit%' THEN amount ELSE 0 END) -
SUM(CASE WHEN TransTypeName LIKE 'Debit%' THEN amount ELSE 0 END) AS Balance
FROM
.............) AS t
PIVOT (SUM(balance) FOR month IN (jan, feb, march, ...., Dec)) AS pvt)t
Or you can simply add a temp table which stores numbers from 1 to 12
inner join #temp on n>=datepart(mm,DateofTransaction) group by year(transaction), n
I have a SQL Server 2005 table named Rentals:
RentalID
Book
Date
I want to return, using a query, for each book, how many rentals were in each month for a given year.
The results should look something like this:
+--------------------------------+-----+-----+-----+
| Book | Jan | Feb | Mar |
+--------------------------------+-----+-----+-----+
| Isaac Asimov - Foundation | 2 | 5 | 3 |
| H.G. Wells - War of the Worlds | 4 | 3 | 1 |
| Frank Herbert - Dune | 7 | 4 | 6 |
+--------------------------------+-----+-----+-----+
My query so far:
SELECT
Book,
(SELECT COUNT(*) FROM Rentals WHERE month(Date)=1 AND year(Date)=2011),
(SELECT COUNT(*) FROM Rentals WHERE month(Date)=2 AND year(Date)=2011),
(SELECT COUNT(*) FROM Rentals WHERE month(Date)=3 AND year(Date)=2011),
(SELECT COUNT(*) FROM Rentals WHERE month(Date)=4 AND year(Date)=2011),
(SELECT COUNT(*) FROM Rentals WHERE month(Date)=5 AND year(Date)=2011),
(SELECT COUNT(*) FROM Rentals WHERE month(Date)=6 AND year(Date)=2011),
(SELECT COUNT(*) FROM Rentals WHERE month(Date)=7 AND year(Date)=2011),
(SELECT COUNT(*) FROM Rentals WHERE month(Date)=8 AND year(Date)=2011),
(SELECT COUNT(*) FROM Rentals WHERE month(Date)=9 AND year(Date)=2011),
(SELECT COUNT(*) FROM Rentals WHERE month(Date)=10 AND year(Date)=2011),
(SELECT COUNT(*) FROM Rentals WHERE month(Date)=11 AND year(Date)=2011),
(SELECT COUNT(*) FROM Rentals WHERE month(Date)=12 AND year(Date)=2011)
FROM Rentals
GROUP BY Book
This can be written much simpler by using a CASE expression inside of an aggregate function. This process is called PIVOT:
select book,
sum(case when month(Date) = 1 then 1 else 0 end) Jan,
sum(case when month(Date) = 2 then 1 else 0 end) Feb,
sum(case when month(Date) = 3 then 1 else 0 end) Mar,
sum(case when month(Date) = 4 then 1 else 0 end) Apr,
sum(case when month(Date) = 5 then 1 else 0 end) May,
sum(case when month(Date) = 6 then 1 else 0 end) Jun,
sum(case when month(Date) = 7 then 1 else 0 end) Jul,
sum(case when month(Date) = 8 then 1 else 0 end) Aug,
sum(case when month(Date) = 9 then 1 else 0 end) Sep,
sum(case when month(Date) = 10 then 1 else 0 end) Oct,
sum(case when month(Date) = 11 then 1 else 0 end) Nov,
sum(case when month(Date) = 12 then 1 else 0 end) Dec
from Rentals
where year(date) = 2011
group by book;
See SQL Fiddle with Demo. Instead of querying the table multiple times for each column, you use conditional aggregation to get the count for each book during the month and year.
If you use pivot the code is much easier to maintain,
SELECT
BOOK,
[1] as Jan ,
[2] as Feb,
[3] as Mar,
[4] as Apr,
[5] as May,
[6] as Jun,
[7] as Jul,
[8] as Aug,
[9] as Sep,
[10] as Oct,
[11] as Nov,
[12] as Dec
FROM
(
SELECT
BOOK ,
DATEPART(MONTH,[DATE]) AS PER
FROM
Rentals
WHERE
DATEPART(YEAR,[DATE]) = 2014
) AS P PIVOT
(
COUNT(PER) FOR PER IN ([1],[2],[3],[4],[5],[6],[7],[8],[9],[10],[11],[12])
) AS DATA
Simple.