Calculating the sum of annual amounts when frequencies of payments differ - sql

I'm currently trying to write a select statement which calculates the Annual sum in one single column.
The problem I am facing is that there are several different payment frequencies e.g. I would have to multiply a monthly amount by 12 to get the annual, quarterly by 4, semi annual by 2 etc.
I have written a statement below which does this, however it demands that I group by the frequency and amount fields, which gives the undesired result.
select (case when Frequency='month' then SUM(cast(Amount as decimal(10,2))*12)
else (case when Frequency='quarter' then SUM(cast(Amount as decimal(10,2))*4)
else (case when Frequency='year' then SUM(cast(Amount as decimal(10,2))*1)
else (case when Frequency='six months' then SUM(cast(Amount as decimal(10,2))*2) end)
end)
end) end) as 'Total Annual Amount'
from Table group by Frequency
I understand I maybe barking up the wrong tree as far as solving this problem, but the above is the closest I have gotten.
Hopefully I have been descriptive enough, if you need me to elaborate further please let me know

Try moving your sum outside of your case:
select
sum (case when Frequency='Month' then (cast(amount as decimal(10,2))*12
when Frequency='quarter' then...
end) as [Total Annual Amount]

You can also use WITH AS (assuming ORACLE)...
WITH dmap AS
( select 'Month' as duration, 12 as mult from dual
UNION
select 'Year' as duration, 1 as mult from dual
UNION
select 'Quater' as duration, 4 as mult from dual
UNION
select 'six months' as duration, 2 as mult from dual
)
select sum(cast(Amount as decimal(10,2)) * mult)
from tab, dmap
where duration = frequency;

Related

How can I show the percentage of increase or decrease of visits to a page with respect to the previous year in SQL

how are you doing? I need a query in SQL that when entering the current year shows me a percentage of increase or decrease in visits to my page with respect to the previous year, if it can be better by months.
I currently have this query that shows me the number of visits per month on my page, I need to fill the Percentage column with a new query:
SELECT
FORMAT([DateTime], 'MMMM') AS [Month],
COUNT(*) AS [CounterOfVisitors],
'' AS [Percentage]
FROM
[BasicCore.VisitorCounter]
WHERE
YEAR([DateTime]) = 2023
GROUP BY
MONTH([DateTime]), FORMAT([DateTime], 'MMMM')
This is the output:
Thank you so much
You can first scan both 2022 and 2023 data,and then use conditional CASE inside sum function to see year over year comparison.
See the following code as example.
SELECT
FORMAT([DateTime], 'MMMM') AS [Month],
SUM(CASE WHEN YEAR([DateTime])=2023 THEN 1 ELSE 0 END) AS [CounterOfVisitors],
(SUM(CASE WHEN YEAR([DateTime])=2023 THEN 1 ELSE 0 END) * 1.0 / SUM( CASE WHEN YEAR([DateTime])=2022 THEN 1 ELSE 0 END) - 1.0) AS [Percentage]
FROM
[BasicCore.VisitorCounter]
WHERE
YEAR([DateTime]) in (2022,2023)
GROUP BY
MONTH([DateTime]), FORMAT([DateTime], 'MMMM')

SQL/Oracle issue, I receive this error " REPORTS.WEK_MTD_BILL_SUM_HIST_T.BILL_CYCLE: invalid identifier at line 48" , is there anyway to fix this?

enter image description here
above is the image of the code, my objective is to have 4 columns demonstrating the prices for a bill cycle, and 4 columns demonstrating the average of all bill cycles one year before the initial bill cycle.
the first inner select works by itself and adds the 4 columns to the right in the picture below, the problem starts when I want to add second inner select the 4 columns for yearly average. initially I didn't have the "select * from", but I couldn't find a better way
the base of the problem is that I can't implement 2 Where clauses on the same column.
below is the snap shot of what I get from running only the first inner select.
enter image description here
I have tried union , join, cross join ... but none seem to work, one person suggested "window function" but I haven't worked with that yet.
this is the error below:
enter image description here
RAW CODE TEXT IS BELOW:
VARIABLE START_DATE CHAR
EXEC :START_DATE :=''
VARIABLE END_DATE CHAR
EXEC :END_DATE=''
select * from
(SELECT
"REPORTS"."WEK_MTD_BILL_SUM_HIST_T"."BILL_CYCLE",
"REPORTS"."WEK_MTD_BILL_SUM_HIST_T"."MTD_TOT" AS NET_TOTAL,
SUM(
SUM(
CASE WHEN "REPORTS"."WEK_MTD_BILL_SUM_HIST_T"."BLI_TYPE" = 'Charges'
THEN "WEK_MTD_BILL_SUM_HIST_T"."MTD_TOT" END)) OVER() AS TOTAL_CHARGES,
SUM(
SUM(
CASE WHEN "REPORTS"."WEK_MTD_BILL_SUM_HIST_T"."BLI_TYPE" = 'Credits'
THEN "WEK_MTD_BILL_SUM_HIST_T"."MTD_TOT" END)) OVER() AS TOTAL_CREDIT,
SUM(
SUM(
CASE WHEN "REPORTS"."WEK_MTD_BILL_SUM_HIST_T"."BLI_TYPE" = 'Previous Weekly Billing Net Total'
THEN "WEK_MTD_BILL_SUM_HIST_T"."MTD_TOT" END)) OVER() AS PRV_INVOICED,
SUM(
SUM(
CASE WHEN "REPORTS"."WEK_MTD_BILL_SUM_HIST_T"."BLI_TYPE" = 'Total Due / Receivable'
THEN "WEK_MTD_BILL_SUM_HIST_T"."MTD_TOT"
ELSE 0 END)) OVER() AS Net_Due_Total
FROM "REPORTS"."WEK_MTD_BILL_SUM_HIST_T"),
(SELECT
"REPORTS"."WEK_MTD_BILL_SUM_HIST_T"."BILL_CYCLE",
"REPORTS"."WEK_MTD_BILL_SUM_HIST_T"."MTD_TOT" AS NET_TOTAL,
(SUM(
SUM(
CASE WHEN "REPORTS"."WEK_MTD_BILL_SUM_HIST_T"."BLI_TYPE" = 'Total Due / Receivable' AND ( "REPORTS"."WEK_MTD_BILL_SUM_HIST_T"."BILL_CYCLE" BETWEEN '1-JAN-2022 4' AND :END_DATE)
THEN "WEK_MTD_BILL_SUM_HIST_T"."MTD_TOT" ELSE 0 END)) OVER()/COUNT(DISTINCT(BILL_CYCLE))) AS X
FROM
"REPORTS"."WEK_MTD_BILL_SUM_HIST_T"
WHERE
("REPORTS"."WEK_MTD_BILL_SUM_HIST_T"."BILL_CYCLE" BETWEEN :START_DATE AND :END_DATE )
)
GROUP BY
"REPORTS"."WEK_MTD_BILL_SUM_HIST_T"."MTD_TOT" ,
"REPORTS"."WEK_MTD_BILL_SUM_HIST_T"."BILL_CYCLE"
;

Oracle APex calculate profit on rendering

I have an interactive grid with fixed rows and need to calculate the formula on pre-rendering.
So the source query is:
select kpi,monthly,yearly from kpi where project_id = :P1_PROJECT_ID;
I need to modify this so that the row where kpi='Gross' is calculated on rendering.
It looks in the grid like:
Expected result:(Gross=Profit/Loss)
I am trying to write sql query but it doesn;t work.
Despite data it returns null.
What am i doing wrong here?
select kpi,
case when KPI='Gross'
then to_char(case when KPI='Profit' then to_number(replace(nvl(monthly,0),',','')) end /
case when KPI='Loss' then to_number(replace(nvl(monthly,0),',','')) end ,'999,999,999,999')
else to_char( monthly,'999,999,999,999') end as monthly,
case when KPI='Gross'
then to_char(case when KPI='Profit' then to_number(replace(nvl(yearly,0),',','')) end /
case when KPI='Loss' then to_number(replace(nvl(yearly,0),',','')) end ,'999,999,999,999')
else to_char( yearly,'999,999,999,999') end as yearly,
from kpi where project_id = :P1_PROJECT_ID;
To_char is used to display values as comma separated.
So it would when KPI=Gross, it will divide the columns where kpi=profit by kpi=Loss and dispaly result.
Also the result in the row where KPI=Gros should also have % concatenated.
Apex 20.2
How can this be achieved?
You were close, but you need to use window functions. Without using window functions, the query will not look at the other rows in the case statements to calculate the GROSS column.
The query below is how to properly calculate the GROSS using window functions. I have added ROUND to round the gross to an integer, but you can remove that if you want the decimal points.
WITH
kpi (pk,
kpi,
monthly,
yearly,
project_id)
AS
(SELECT 1, 'Revenue', 60000, 2000000, 1 FROM DUAL
UNION ALL
SELECT 2, 'Profit', 20, 30, 1 FROM DUAL
UNION ALL
SELECT 3, 'Loss', 10, 50, 1 FROM DUAL
UNION ALL
SELECT 4, 'Gross', NULL, NULL, 1 FROM DUAL)
SELECT k.kpi,
CASE k.kpi
WHEN 'Gross'
THEN
ROUND (
SUM (CASE k.kpi WHEN 'Profit' THEN k.monthly ELSE 0 END)
OVER (PARTITION BY project_id)
/ SUM (CASE k.kpi WHEN 'Loss' THEN k.monthly ELSE 0 END)
OVER (PARTITION BY project_id))
|| '%'
ELSE
TO_CHAR (k.monthly)
END AS monthly,
CASE k.kpi
WHEN 'Gross'
THEN
ROUND (
SUM (CASE k.kpi WHEN 'Profit' THEN k.yearly ELSE 0 END)
OVER (PARTITION BY project_id)
/ SUM (CASE k.kpi WHEN 'Loss' THEN k.yearly ELSE 0 END)
OVER (PARTITION BY project_id))
|| '%'
ELSE
TO_CHAR (k.yearly)
END AS yearly
FROM kpi k
WHERE project_id = 1;
KPI MONTHLY YEARLY
__________ __________ __________
Revenue 60000 2000000
Profit 20 30
Loss 10 50
Gross 2% 1%

SQL, querying sum of positive results, absolute value

I have the following query which returns a total dollar amount.
select sum(cast(dollars as dec)) from financials
This includes positive and negative values.
I would like 2 separate things:
How can I just query the positive dollar amounts? ie. I have 3 records, 10 , -5 , 10. result would be 20.
I want an absolute value as a sum. ie. I have 3 records, 10, -5, 10. the result would be 25.
thanks.
FOR 1) Use conditional SUM()
SELECT SUM( CASE WHEN dollars > 0 then dollars ELSE 0 END) as positive_sum,
SUM( CASE WHEN dollars < 0 then dollars ELSE 0 END) as negative_sum
FROM financials
FOR 2) use ABS()
SELECT SUM( ABS( dollars ) )
FROM financials
Please try below queries. Thanks.
1) select sum(cast(dollars as dec))
from financials
where dollars > 0;
2) select sum(cast(abs(dollars) as dec))
from financials;
You have two queries.solutions are as follows
1.
select sum(dollars) from financials
2.
select sum((case when dollars>0 then dollars end))+sum((case when dollars<0 then -1*dollars end)) from financials

SQL Pivot 2 Columns

I have the table of the following format
I think my problem is a bit unique than the possible duplicate question, and I'm trying to get repetitive 201601...201652 columns for the two metrics orders and cost.
This is an approach for any database (including SQL Server) that does not rely on a proprietary PIVOT() function. It's a bit weird to do that for 52 weeks in such an example, though (and, to tell you the truth, the 105 resulting columns are not really the best output for the benefit of a human being reading the report).
Having said that, in this example, I do it for quarters of a year rather than weeks, and you'd just have to repeat the expressions 52 times instead of 4 times.
You could use perl or Visual Basic or whatever you prefer to generate the statement, actually.
Here goes:
-- the input table, don't use in real query ...
WITH
input(id,quarter,orders,cost) AS (
SELECT 1,201601,200,1000
UNION ALL SELECT 1,201602,300,1500
UNION ALL SELECT 1,201603,330,1800
UNION ALL SELECT 1,201604,500,2500
)
-- end of input -
SELECT
id
, SUM(CASE quarter WHEN 201601 THEN orders END) AS "orders_201601"
, SUM(CASE quarter WHEN 201602 THEN orders END) AS "orders_201602"
, SUM(CASE quarter WHEN 201603 THEN orders END) AS "orders_201603"
, SUM(CASE quarter WHEN 201604 THEN orders END) AS "orders_201604"
, SUM(CASE quarter WHEN 201601 THEN cost END) AS "cost_201601"
, SUM(CASE quarter WHEN 201602 THEN cost END) AS "cost_201602"
, SUM(CASE quarter WHEN 201603 THEN cost END) AS "cost_201603"
, SUM(CASE quarter WHEN 201604 THEN cost END) AS "cost_201604"
FROM input
GROUP BY id;
id|orders_201601|orders_201602|orders_201603|orders_201604|cost_201601|cost_201602|cost_201603|cost_201604
1| 200| 300| 330| 500| 1,000| 1,500| 1,800| 2,500