I want to extract all budget entries charged to the current year and cumulated over each month after .In January, taking the total over January, February take accumulated of January plus accumulated February...
I started with this query :
IF OBJECT_ID('tempdb..#BudgetTransTmp') IS NOT NULL
DROP TABLE #BudgetTransTmp
Select
Row_number() over(ORDER BY YEAR(BTLine.DATE),MONTH(BTLine.DATE)) as RowNumber,
COMBINATION.DISPLAYVALUE,
BTLine.LedgerDimension AS LedgerDimension,
MIN(BTLine.TransactionCurrencyAmount) AS Amount,
SUM(BTLine.TransactionCurrencyAmount)
OVER (ORDER BY YEAR(BTLine.DATE),MONTH(BTLine.DATE),BTLine.LedgerDimension,COMBINATION.DISPLAYVALUE ) AS SUM,
YEAR(BTLine.DATE) AS Year ,
MONTH(BTLine.DATE) AS MONTH
INTO #BudgetTransTmp
FROM MicrosoftDynamicsAX.dbo.BudgetTransactionLine AS BTLine
--Get Display value
INNER JOIN MicrosoftDynamicsAX.dbo.DIMENSIONATTRIBUTEVALUECOMBINATION AS COMBINATION
ON COMBINATION.RECID = BTLine.LEDGERDIMENSION
GROUP BY
BTLine.LedgerDimension,
YEAR(BTLine.DATE),
MONTH(BTLine.DATE)
ORDER BY RowNumber
The result is :
LedgerDimension Amount SUM Year Month Display
1 22565448266 850.00 850.00 2012 8 601200-001-027--
2 22565448265 1700.00 2550.0 2012 12 601200-002-027--
3 22565448266 2700.00 5250.00 2012 12 601200-001-027--
4 22565448267 650.00 5900.00 2012 12 601400-002-027--
5 22565448268 1100.00 7000.00 2012 12 601400-001-027--
But i want to get
LedgerDimension Amount SUM Year Month Display
1 22565448266 850.00 850.00 2012 8 601200-001-027--
2 22565448265 1700.00 1700.0 2012 12 601200-002-027--
3 22565448266 2700.00 3350.00 2012 12 601200-001-027--
4 22565448267 650.00 650.00 2012 12 601400-002-027--
5 22565448268 1100.00 1100.00 2012 12 601400-001-027--
I think my COMBINATION of ORDER by (primary key) must be betwwen LedgerDimension ,Year , Month , Display
Any help in this regards
I think what you need to do is:
SUM(BTLine.TransactionCurrencyAmount)
OVER (PARTITION BY BTLine.LedgerDimension ORDER BY YEAR(BTLine.DATE),MONTH(BTLine.DATE),BTLine.LedgerDimension,COMBINATION.DISPLAYVALUE ) AS SUM
let me know if this works.
Related
For each of the 12 months, I'm looking to create a field that sums the sales dollars at the account level for the most recent month and the 2nd most recent month based on the current date.
For example, given that today's date is 2022-10-28, 'MostRecentNovember' would sum up sales from November 2021. '2ndMostRecentNovember' would sum up sales from November 2020. Once the current date moves into November 2022, this query would adjust to pull MostRecentNovember sales from 2022 and 2ndMostRecentNovember sales from 2021.
Conversely, given that today's date is 2022-10-28 'MostRecentJune' would sum up sales from June 2022 and '2ndMostRecentJune' would sum up sales from June 2021.
In the end state, each account would have 24 fields: January - December for Most Recent and January - December for 2nd most recent
Below is my attempt at this code, this gets partially there, but it's not getting what I need. I've also tried with a CTE, but that didn't seem to do it either
SELECT NovemberMostRecent_Value =
sum(case when datepart(year,tran_date) = datepart(year, getdate())
AND DATEPART(month, tran_date) = 11 then value else 0 end)
NovemberSecondMostRecent_Value =
sum(case when datepart(year,tran_date) = datepart(year, getdate())-1
AND DATEPART(month, tran_date) = 11 then value else 0 end)
Here's a snippet of the source data table
account_no
tran_date
value
123
2021-11-22
500
123
2021-11-01
500
123
2020-11-20
1500
123
2022-06-03
5000
123
2021-06-04
2000
456
2020-11-03
525
456
2021-11-04
125
A table of desired Results
account_no
NovemberMostRecent
November2ndMostRecent
June MostRecent
June2ndMostRecent
123
1000
1500
5000
2000
456
125
525
0
0
We use dense_rank() by year desc (partitioned by month) and pivot.
select *
from
(
select account_no
,value
,concat(datename(month, tran_date), '_', dense_rank() over(partition by month(tran_date) order by year(tran_date) desc)) as month_rnk
from t
) t
pivot (sum(value) for month_rnk in(June_1, June_2, November_1, November_2)) p
account_no
June_1
June_2
November_1
November_2
123
5000
2000
1000
1500
456
null
null
125
525
Fiddle
I have code that distinctly counts authorizations grouped by month and year.
I added a calculated field to show the percent of change but my issue is I only want to get this percentage between the years by month.
My code calculates the percent for each previous row. which when pulled into SSRS displays the incorrect value after the for column.
Select D.Month
,D.Year
,count( distinct D.authorization_number) [Admission Events]
,CAST(lag(Count(distinct D.authorization_number), 1) over (order by D.month) - Count(distinct D.authorization_number) as FLOAT) / CAST(Count(distinct D.authorization_number)as FLOAT) [Admission Events Pct]
From #Detail D
Group BY D.Month
,D.Year
In these results I would like to only display the pct for year 2018 in SSRS.
Month Year Admission Events Admission Events Pct
1 2017 5919 NULL
1 2018 6057 -0.0227835562159485
2 2017 5302 0.142399094681252
2 2018 5234 0.0129919755445166
3 2017 5548 -0.0565969718817592
3 2018 5389 0.0295045462980145
4 2017 5128 0.0508970358814353
4 2018 5503 -0.0681446483736144
5 2017 5768 -0.0459431345353675
5 2018 5708 0.0105115627189909
6 2017 5461 0.0452298113898553
6 2018 2606 1.09554873369148
Is this what you want?
select t.*
from (<your query here>) t
where year = 2018;
You need a subquery or CTE so the where doesn't interfere with the lag().
I'm trying to find the difference between the previous years month and current years month. An example would be the SUM of sales for January 2013 and the difference of SUM of sales for January 2014 sales. This is being done to see how much we made from the previous year. I have a group by that shows the total sales by month and year. I'm having trouble on defining how to find the difference between the two months. Thank you for your help. Its greatly appreciated.
Table
Date Sales
1/1/2013 100
1/12/2013 150
1/21/2013 90
1/4/2014 200
1/17/2014 50
1/20/2014 100
Result of Group By
Jan 2013
340
Jan 2014
350
Difference
Jan 2014 - Jan 2013
340 - 350 = 10
The best way to do this depends on the database. The first thing you need to do is to aggregate the data. Then a simple join will get the data you need. Here is one method:
with ym as (
select year(date) as yr, month(date) as mon,
sum(sales) as sales
from table t
group by year(date), month(date)
)
select ym.yr, ym.mon, ym.sales, ymprev.sales as prev_sales,
(ym.sales - ymprev.sales) as diff
from ym join
ym ymprev
on ymprev.yr = ym.yr - 1 and ymprev.mon = ym.mon;
I have a database in SQL Server 2012 and there is a table with dates in D.M.YYYY format like below:
ID | Date(date type) | Amount(Numeric)
1 3.4.2013 16.00
1 12.4.2013 13.00
1 2.5.2013 9.50
1 18.5.2013 10.00
I need to sum the total amount for every month in a given year. For example:
ID | Month | TotalAmount
1 1 0.00
...
1 4 29.00
1 5 19.50
I thought what I needed was to determine the number of days in a month, so I created a function which is described in determine the number of days, and it worked. After that I tried to compare two dates(date type) and got stuck; there are some examples out there, but all of them about datetime.
Is this wrong? How can I accomplish this?
I think you just want an aggregation:
select id, month(date) as "month", sum(amount) as TotalAmount
from t
where year(date) = 2013
group by id, month(date)
This question already has answers here:
Closed 11 years ago.
Possible Duplicate:
Running total by grouped records in table
I am trying to put together an SQL statement that returns the SUM of a value by month, but on a year to date basis. In other words, for the month of March, I am looking to get the sum of a value for the months of January, February, and March.
I can easily do a group by to get a total for each month by itself, and potentially calculate the year to date value I need in my application from this data by looping through the results set. However, I was hoping to have some of this work handled with my SQL statement.
Has anyone ever tackled this type of problem with an SQL statement, and if so, what is the trick that I am missing?
My current sql statement for monthly data is similar to the following:
Select month, year, sum(value) from mytable group by month, year
If I include a where clause on the month, and only group by the year, I can get the result for a single month that I am looking for:
select year, sum(value) from mytable where month <= selectedMonth group by year
However, this requires me to have a particular month pre-selected or to utilize 12 different SQL statements to generate one clean result set.
Any guidance that can be provided would be greatly appreciated!
Update: The data is stored on an IBM iSeries.
declare #Q as table
(
mmonth INT,
value int
)
insert into #Q
values
(1,10),
(1,12),
(2,45),
(3,23)
select sum(January) as UpToJanuary,
sum(February)as UpToFebruary,
sum(March) as UpToMarch from (
select
case when mmonth<=1 then sum(value) end as [January] ,
case when mmonth<=2 then sum(value) end as [February],
case when mmonth<=3 then sum(value) end as [March]
from #Q
group by mmonth
) t
Produces:
UpToJanuary UpToFebruary UpToMarch
22 67 90
You get the idea, right?
NOTE: This could be done easier with PIVOT tables but I don't know if you are using SQL Server or not.
As far as I know DB2 does support windowing functions although I don't know if this is also supported on the iSeries version.
If windowing functions are supported (I believe IBM calls them OLAP functions) then the following should return what you want (provided I understood your question correctly)
select month,
year,
value,
sum(value) over (partition by year order by month asc) as sum_to_date
from mytable
order by year, month
create table mon
(
[y] int not null,
[m] int not null,
[value] int not null,
primary key (y,m))
select a.y, a.m, a.value, sum(b.value)
from mon a, mon b
where a.y = b.y and a.m >= b.m
group by a.y, a.m, a.value
2011 1 120 120
2011 2 130 250
2011 3 500 750
2011 4 10 760
2011 5 140 900
2011 6 100 1000
2011 7 110 1110
2011 8 90 1200
2011 9 70 1270
2011 10 150 1420
2011 11 170 1590
2011 12 600 2190
You should try to join the table to itself by month-behind-a-month condition and generate a synthetic month-group code to group by as follows:
select
sum(value),
year,
up_to_month
from (
select a.value,
a.year,
b.month as up_to_month
from table as a join table as b on a.year = b.year and b.month => a.month
)
group by up_to_month, year
gives that:
db2 => select * from my.rep
VALUE YEAR MONTH
----------- ----------- -----------
100 2011 1
200 2011 2
300 2011 3
400 2011 4
db2 -t -f rep.sql
1 YEAR UP_TO_MONTH
----------- ----------- -----------
100 2011 1
300 2011 2
600 2011 3
1000 2011 4