Subtotaling with Ranges and Limited Compatibility - sql

Question

On SQL Server 2008 R2, I am trying to create a stored procedure that will give the user subtotals of commodities based on their inputted range. I would appreciate any assistance.
However, I ran into a problem in which the query displays All commodities that are being calculated so the user ends with values that will eventually exceed their inputted range. I'll include some sample data on the bottom as well as what I have tried.
Here's an example (that I took out some columns in for clarity in this example):
table
As you can tell, for a range between 2000 and 10000, commodity 998-32 is going to exceed 10000 in subtotals but still displays since each PO NO is individually less than 10000.
Here is some sample data:
DROP TABLE ##mytable;
CREATE TABLE ##mytable(
Commodity VARCHAR(15) NOT NULL
,PO_NO INTEGER NOT NULL
,LINE_NO INTEGER NOT NULL
,PO_Line_Description VARCHAR(82)
,Commodity_Description VARCHAR(60) NOT NULL
,Fiscal_Year INTEGER NOT NULL
,Vendor_ID INTEGER NOT NULL
,Vendor_Name VARCHAR(20) NOT NULL
,QUANTITY INTEGER NOT NULL
,UNIT_COST NUMERIC(7,2) NOT NULL
,Line_Amount NUMERIC(7,2) NOT NULL
);
INSERT INTO ##mytable(Commodity,PO_NO,LINE_NO,PO_Line_Description,Commodity_Description,Fiscal_Year,Vendor_ID,Vendor_Name,QUANTITY,UNIT_COST,Line_Amount) VALUES ('998-18',1448923,1,'Face Scholastic book order attached.','Sale of Surplus and Obsolete Books',2015,47650,'SCHOLASTIC INC',1,9999.8,9999.8);
INSERT INTO ##mytable(Commodity,PO_NO,LINE_NO,PO_Line_Description,Commodity_Description,Fiscal_Year,Vendor_ID,Vendor_Name,QUANTITY,UNIT_COST,Line_Amount) VALUES ('998-32',1416311,2,'First 12 months maintenance agreement to be billed quarterly at .0039 per b/w copy','Sale of Surplus and Obsolete Copy Machines',2015,341479,'RICOH USA, INC',1,5148,5148);
INSERT INTO ##mytable(Commodity,PO_NO,LINE_NO,PO_Line_Description,Commodity_Description,Fiscal_Year,Vendor_ID,Vendor_Name,QUANTITY,UNIT_COST,Line_Amount) VALUES ('998-32',1424377,1,NULL,'Sale of Surplus and Obsolete Copy Machines',2015,300590,'KONICA MINOLTA/ CIT',1,2894.58,2894.58);
INSERT INTO ##mytable(Commodity,PO_NO,LINE_NO,PO_Line_Description,Commodity_Description,Fiscal_Year,Vendor_ID,Vendor_Name,QUANTITY,UNIT_COST,Line_Amount) VALUES ('998-32',1404031,1,'1st (12) months of (36) month Lease payment for (1) MPC4503 copier.','Sale of Surplus and Obsolete Copy Machines',2015,341479,'RICOH USA, INC',1,2050.68,2050.68);
INSERT INTO ##mytable(Commodity,PO_NO,LINE_NO,PO_Line_Description,Commodity_Description,Fiscal_Year,Vendor_ID,Vendor_Name,QUANTITY,UNIT_COST,Line_Amount) VALUES ('998-75',1401552,1,'Blanket order for 50 teachers - each teacher not to exceed $100.00.','Sale of Surplus and Obsolete Paper and Paper Products',2015,27536,'KNOWLEDGE TREE',1,5000,5000);
INSERT INTO ##mytable(Commodity,PO_NO,LINE_NO,PO_Line_Description,Commodity_Description,Fiscal_Year,Vendor_ID,Vendor_Name,QUANTITY,UNIT_COST,Line_Amount) VALUES ('998-78',1521390,1,'PL02286>PRESSURE PLUMBER INSTANT DRAIN OPENER 24 SHOT CARTRIDGE','Sale of Surplus and Obsolete Plumbing Equipment and Supplies',2015,402985,'TECH MECH SUPPLY LLC',480,8,3840);
I have tried using a SUM() OVER (PARTITION BY [ ] ORDER BY [ ] ROWS UNBOUNDED PRECEDING) but apparently that the OVER clause with a ROW was introduced in SQL Server 2012 and does not work with 2008 R2.
I have also tried using GROUP BY ROLLUP but I get a message that says "The CUBE() and ROLLUP() grouping constructs are not allowed in the current compatibility mode. They are only allowed in 100 mode or higher." When I asked our DBA, he said we can't move to 100 mode from 90 mode because a lot of things will break.
So now I'm stuck with the below query, which has the problem stated earlier, the issue of giving me the data I want but also the subtotals of data that will eventually exceed my specified range.
P.S. I have also noticed that if the commodity has PO NOs that are within my selected range but also PO NOs with costs outside of it, this query will give me those within the selected range which is very misleading since it is still a commodity that will be outside the selected range if it were all calculated. They shouldn't be listed into the results at all with the commodities that are truly within my selected range.
ALTER PROCEDURE [dbo].[POreport] (
#Param1 INT
,#Param2 INT
,#Param3 INT
)
AS
BEGIN
SET NOCOUNT ON;
SELECT DISTINCT ROW_NUMBER() OVER (
ORDER BY T.Product_ID
,T.PO_NO
,T.LINE_NO
) AS [RowID]
,ISNULL(T.PRODUCT_ID, 'NULL') AS [Commodity]
,ISNULL(T.PO_NO, 'NULL') AS [PO NO]
,ISNULL(T.LINE_NO, 'NULL') AS [LINE NO]
,QUOTENAME(T.DESCRIPTION, '"') AS [PO Line Description]
,QUOTENAME(C.DESCRIPTION, '"') AS [Commodity Description]
,ISNULL(T.FY, 'NULL') AS [Fiscal Year]
,PH.Vendor_ID AS [Vendor ID]
,QUOTENAME(V.Vendor_Name, '"') AS [Vendor Name]
,T.QUANTITY
,T.UNIT_COST
,T.QUANTITY * T.UNIT_COST AS [Line Amount]
,(
SELECT CAST(0.00 AS NUMERIC(10, 2))
) AS Sub_Total_Cost
INTO ##TmpPOReport
FROM dbo.DBVW_FI_REQ_PO_ITEMS T
INNER JOIN dbo.FI_VENDOR FV ON T.INST_ID = FV.INST_ID
INNER JOIN dbo.FI_REQ_PO_HEADER PH ON T.PO_NO = PH.PO_NO
INNER JOIN dbo.FI_VENDOR V ON PH.VENDOR_ID = V.VENDOR_ID
INNER JOIN dbo.FI_COMMODITY C ON T.PRODUCT_ID = C.FI_COMMODITY_CODE
WHERE T.INST_ID = 'SC00'
AND T.FY = #Param1
AND V.VENDOR_TYPE = 'V'
AND T.PO_NO IS NOT NULL
AND (
T.PRODUCT_ID <> ''
AND T.PRODUCT_ID IS NOT NULL
)
AND T.QUANTITY * T.UNIT_COST BETWEEN #Param2
AND #Param3
GROUP BY T.PRODUCT_ID
,T.PO_NO
,T.LINE_NO
,T.DESCRIPTION
,C.DESCRIPTION
,T.FY
,PH.Vendor_ID
,V.Vendor_Name
,T.QUANTITY
,T.UNIT_COST
,PH.Created_Date
ORDER BY Commodity
DECLARE #PID VARCHAR(15) = 00
,#QUANTITY INT
,#UNIT_COST NUMERIC(10, 2)
,#PrevID VARCHAR(15)
,#RowID BIGINT
,#PrevRowID BIGINT
,#RowAmount NUMERIC(10, 2)
,#SubTotal NUMERIC(10, 2) = 0.00
SET NUMERIC_ROUNDABORT OFF;
WHILE EXISTS (
SELECT TOP 1 *
FROM ##TmpPOReport
WHERE Sub_Total_Cost = 0.00
)
BEGIN
SET #RowAmount = (
SELECT TOP 1 (QUANTITY * UNIT_COST)
FROM ##TmpPOReport
WHERE Sub_Total_Cost = 0.00
)
SELECT TOP 1 #PID = Commodity
,#RowID = RowID
FROM ##TmpPOReport
WHERE Sub_Total_Cost = 0.00
IF (#PID = #PrevID)
AND (#RowID <> #PrevRowID)
BEGIN
SET #SubTotal += #RowAmount;
UPDATE T
SET Sub_Total_Cost = #SubTotal
FROM ##TmpPOReport T
WHERE T.Commodity = #PID
AND RowID = #RowID
SET #PrevID = #PID;
SET #PrevRowID = #RowID
END
ELSE
BEGIN
SET #SubTotal = #RowAmount;
UPDATE T
SET Sub_Total_Cost = #SubTotal
FROM ##TmpPOReport T
WHERE T.Commodity = #PID
AND RowID = #RowID
SET #PrevID = #PID;
SET #PrevRowID = #RowID
END
END
SET NUMERIC_ROUNDABORT ON;
SELECT *
FROM ##TmpPOReport
WHERE [Line Amount] BETWEEN #Param2
AND #Param3
DROP TABLE ##TmpPOReport
END
Thanks!

Answer 1

Sorry if this is not clear. If you want to duplicate the SUM OVER ROWS then you will need to use a CTE or similar sub query below. This is not an optimized query but it will give you the running sum over commodity. It uses RANK() OVER PARTITION to get an instance or row number per PO within a commodity.
DECLARE #mytable TABLE(
Commodity VARCHAR(15) NOT NULL
,PO_NO INTEGER NOT NULL
,LINE_NO INTEGER NOT NULL
,PO_Line_Description VARCHAR(82)
,Commodity_Description VARCHAR(60) NOT NULL
,Fiscal_Year INTEGER NOT NULL
,Vendor_ID INTEGER NOT NULL
,Vendor_Name VARCHAR(20) NOT NULL
,QUANTITY INTEGER NOT NULL
,UNIT_COST NUMERIC(7,2) NOT NULL
,Line_Amount NUMERIC(7,2) NOT NULL
);
INSERT INTO #mytable(Commodity,PO_NO,LINE_NO,PO_Line_Description,Commodity_Description,Fiscal_Year,Vendor_ID,Vendor_Name,QUANTITY,UNIT_COST,Line_Amount) VALUES ('998-18',1448923,1,'Face Scholastic book order attached.','Sale of Surplus and Obsolete Books',2015,47650,'SCHOLASTIC INC',1,9999.8,9999.8);
INSERT INTO #mytable(Commodity,PO_NO,LINE_NO,PO_Line_Description,Commodity_Description,Fiscal_Year,Vendor_ID,Vendor_Name,QUANTITY,UNIT_COST,Line_Amount) VALUES ('998-32',1416311,2,'First 12 months maintenance agreement to be billed quarterly at .0039 per b/w copy','Sale of Surplus and Obsolete Copy Machines',2015,341479,'RICOH USA, INC',1,5148,5148);
INSERT INTO #mytable(Commodity,PO_NO,LINE_NO,PO_Line_Description,Commodity_Description,Fiscal_Year,Vendor_ID,Vendor_Name,QUANTITY,UNIT_COST,Line_Amount) VALUES ('998-32',1424377,1,NULL,'Sale of Surplus and Obsolete Copy Machines',2015,300590,'KONICA MINOLTA/ CIT',1,2894.58,2894.58);
INSERT INTO #mytable(Commodity,PO_NO,LINE_NO,PO_Line_Description,Commodity_Description,Fiscal_Year,Vendor_ID,Vendor_Name,QUANTITY,UNIT_COST,Line_Amount) VALUES ('998-32',1404031,1,'1st (12) months of (36) month Lease payment for (1) MPC4503 copier.','Sale of Surplus and Obsolete Copy Machines',2015,341479,'RICOH USA, INC',1,2050.68,2050.68);
INSERT INTO #mytable(Commodity,PO_NO,LINE_NO,PO_Line_Description,Commodity_Description,Fiscal_Year,Vendor_ID,Vendor_Name,QUANTITY,UNIT_COST,Line_Amount) VALUES ('998-75',1401552,1,'Blanket order for 50 teachers - each teacher not to exceed $100.00.','Sale of Surplus and Obsolete Paper and Paper Products',2015,27536,'KNOWLEDGE TREE',1,5000,5000);
INSERT INTO #mytable(Commodity,PO_NO,LINE_NO,PO_Line_Description,Commodity_Description,Fiscal_Year,Vendor_ID,Vendor_Name,QUANTITY,UNIT_COST,Line_Amount) VALUES ('998-78',1521390,1,'PL02286>PRESSURE PLUMBER INSTANT DRAIN OPENER 24 SHOT CARTRIDGE','Sale of Surplus and Obsolete Plumbing Equipment and Supplies',2015,402985,'TECH MECH SUPPLY LLC',480,8,3840);
DECLARE #FiscalYear INT
DECLARE #LowTotalCost INT
DECLARE #HighTotalCost INT
SET #FiscalYear=2015
SET #LowTotalCost=1000
SET #HighTotalCost=10000
SELECT
*
FROM
(
SELECT Commodity,PO_NO,QUANTITY,UNIT_COST,Line_Amount,
RunningTotal=
(
SELECT SUM(TotalCost) FROM
(
SELECT Commodity,TotalCost =(MT.QUANTITY * MT.UNIT_COST),
Instance=RANK()OVER(PARTITION BY Commodity ORDER BY Commodity,PO_NO DESC)
FROM
#mytable MT
WHERE
(MT.QUANTITY * MT.UNIT_COST) BETWEEN #LowTotalCost AND #HighTotalCost
AND
(MT.Fiscal_Year=#FiscalYear)
)AS Y
WHERE
(Y.Commodity=X.Commodity) AND(Y.Instance<=X.Instance)
)
FROM
(
SELECT Commodity,PO_NO,QUANTITY,UNIT_COST,Line_Amount,
TotalCost = (MT.QUANTITY * MT.UNIT_COST),
Instance=RANK()OVER(PARTITION BY Commodity ORDER BY Commodity,PO_NO DESC)
FROM
#mytable MT
WHERE
--IS FILTER HERE -->(MT.QUANTITY * MT.UNIT_COST) BETWEEN #LowTotalCost AND #HighTotalCost
--AND
(MT.Fiscal_Year=#FiscalYear)
)AS X
)AS Z
WHERE
(Commodity IN
(
SELECT Commodity FROM
(
SELECT
Commodity,
Total=SUM(QUANTITY * UNIT_COST)
FROM
#mytable mt2
WHERE
mt2.Fiscal_Year=#FiscalYear
GROUP BY
Commodity
)AS A
WHERE
A.Total BETWEEN #LowTotalCost AND #HighTotalCost
)
)
SELECT
*
FROM
#mytable MT