sql server calculate cumulative number per month for different year - sql

I have a table with "date" column. Each row represents a survey.
date
11/19/2013 5:51:41 PM
11/22/2013 1:30:38 PM
11/23/2013 3:09:17 PM
12/2/2014 5:24:17 PM
12/25/2014 11:42:56 AM
1/6/2014 2:24:49 PM
I want to count the number of survey per month cumulatively. As you see from the above table, there are 3 surveys for Nov 2013, 2 surveys for Dec 2013, 1 survey for Jan 2014. The cumulative number of survey per month would be:
month | year | number_of_survey
11 | 2013 | 3
12 | 2013 | 5
1 | 2014 | 6
I have this query which shows correct number of surveys for 2013, and number of survey for 2014 is not cumulative.
with SurveyPerMonth as -- no of Survey per month
(
select datepart(month, s.date) as month,
datepart(year, s.date) as year,
count(*) as no_of_surveys
from myTable s
group by datepart(year, s.date), datepart(month, s.date)
)
select p1.month, p1.year, sum(p2.no_of_surveys) as surveys -- cumulatively
from SurveyPerMonth p1
inner join SurveyPerMonth p2 on p1.month >= p2.month and p1.year>=p2.year **-- the problem is probably comes from this line of code**
group by p1.month, p1.year
order by p1.year, p1.month;
This query returns:
month | year | surveys
11 | 2013 | 3
12 | 2013 | 5
1 | 2014 | 1 // 2014 is not cumulative
How can I calculate cumulative number of surveys per month for 2014 as well?

Something like this ?
SELECT date = create_date INTO #myTable FROM master.sys.objects
;WITH perMonth ( [year], [month], [no_of_surveys])
AS (SELECT DatePart(year, s.date) ,
DatePart(month, s.date),
COUNT(*)
FROM #myTable s
GROUP BY datepart(year, s.date),
datepart(month, s.date))
SELECT [year],
[month],
[no_of_surveys] = ( SELECT SUM([no_of_surveys])
FROM perMonth agg
WHERE (agg.[year] < pm.[year])
OR (agg.[year] = pm.[year] AND agg.[month] <= pm.[month]))
FROM perMonth pm
ORDER BY [year], [month]
Edit: seems I missed the ball with < and >, fixed it and added small example

'--This should work.I have added a new column 'monthyear'
with surveypermonth as -- no of survey per month
(
select datepart(month, s.date) as month,
datepart(year, s.date) as year,
datepart(year, s.date) *100 + datepart(month, s.date) as monthyear,
count(*) as no_of_surveys
from test s
group by datepart(year, s.date), datepart(month, s.date),datepart(year, s.date)*100 + datepart(month, s.date)
)
select a.month,substring(cast(monthyear as varchar(6)),1,4) as year,surveys from
(
select p1.month, p1.monthyear as monthyear, sum(p2.no_of_surveys) as surveys
from surveypermonth p1
inner join surveypermonth p2 on p1.monthyear>=p2.monthyear
group by p1.month, p1.monthyear
--order by p1.monthyear, p1.month
)a

Related

Summing sales dollars for most recent month and 2nd most recent month

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 10/6/22, '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 10/6/22 'MostRecentJune' would sum up sales from June 2022 and '2ndMostRecentJune' would sum up sales from June 2021.
Below is my attempt at this code, I think this gets partially there, but not sure it's exactly what I want
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
11/22/21
500
123
11/1/21
500
123
11/20/20
1500
123
6/3/22
5000
123
6/4/21
2000
456
11/3/20
525
456
11/4/21
125
Per Request in Comments. A table of desired Results
account_no
NovemberMostRecent
November2ndMostRecent
June MostRecent
June2ndMostRecent
123
1000
1500
5000
2000
456
125
525
0
0
Why don't you just sum up the sales then group by month and year for the last two years? Wouldn't that solve the problem?
Or you can show a table that depicts what you are trying to achieve.
This should work fine.
Note: I only assume the account_no is the same for all the rows, if they are different, then you will need to pass it as a condition in the subquery.
WITH CTE AS
(SELECT (SELECT SUM(value) FROM tablename WHERE datepart(year, tran_date) = YEAR(getdate()) AND datepart(month, tran_date) = 11)
AS first_value,
(SELECT SUM(value) FROM tablename WHERE datepart(year, tran_date) = YEAR(getdate())-1 AND datepart(month, tran_date) = 11)
AS second_value,
(SELECT SUM(value) FROM tablename WHERE datepart(year, tran_date) = YEAR(getdate())-2 AND datepart(month, tran_date) = 11)
AS third_value)
SELECT IIF (first_value>0, first_value, second_value) AS NovemberMostRecent_Value,
IIF (first_value>0, second_value, third_value) AS NovemberSecondMostRecent_Value FROM CTE;

Count active users if they have made a buy in the last three months (Historical) SQL

This is my query
with months (Date,Familia) as (
select cast(eomonth(datefromparts(year(date_var),
month(date_var),01)) as datetime) as Fecha, p.family as 'Familia'
from sales v
left join products p on p.id_product=v.id_product
where date_var >= '2016-08-01'
group by date_var, p.family
)
select m.Date, m.Family, (
select count(distinct v.user_id)
from sales v
where datediff(month, m.Date, v.date_var) between -2 and 0 and
v.date_var >= '2016-08-01'
) as 'Active Users'
from months m
group by m.family, m.Date
order by m.Date
I want to obtain the number of active users, taking into account that a user counts as active if they have made a purchase in the last three months.
For instance
family
year
month
#
Nubrenza
2017
1
2500
Keppra
2017
1
350
Nubrenza
2017
2
2400
Keppra
2017
2
357
Active users of January 2017 would be count( DISTINCT users) who have made a transaction in January 2017, Dec 2016 and / or Nov 2016 and so on...
Update my query is now showing the distinct count of users grouping them by month but it's returning the same value for all my families, how can I fix that?
You can generate the months and use a subquery:
with months as (
select convert(date, '2017-01-01') as month
union all
select dateadd(month, 1, month)
from months
where month < '2018-01-01'
)
select m.month,
(select count(*)
from mytable t
where datediff(month, date_var, m.month) between 0 and 2
)
from months m;

Modify SQL to include cumulative sum of all enrollments

I am able to get members cancelled in a quarter with the below query -
SELECT DATEPART(YEAR, Canceldate) [Year],
DATEPART(QUARTER, Canceldate) [Quarter], COUNT(1) [id Count]
FROM Subscription
where DATEPART(YEAR, Canceldate) > 2016
GROUP BY DATEPART(YEAR, CancelDate),DATEPART(QUARTER, Canceldate)
ORDER BY 1,2
The output is
Year Quarter Count
2017 1 2406866
2017 2 1161904
2017 3 3432214
2017 4 10905218
2018 1 1416848
2018 2 258146
2018 3 2996401
2018 4 639415
2019 1 3425557
If we started out with 100 members and 1 member enrolled every quarter. How do I get the cumulative number of members enrolled during these periods. For example, I need this output
Year Quarter Count Enrolled
2017 1 2406866 100
2017 2 1161904 101
2017 3 3432214 102
2017 4 10905218 103
2018 1 1416848 104
2018 2 258146 105
2018 3 2996401 106
2018 4 639415 107
2019 1 3425557 108
The following sql can be used to calculate enrollments for every quarter.
SELECT DATEPART(YEAR, EnrollmentDt) [Year],
DATEPART(QUARTER, EnrollmentDt) [Quarter], COUNT(1) [id Count]
FROM Subscription
where DATEPART(YEAR, EnrollmentDt) > 2016
GROUP BY DATEPART(YEAR, EnrollmentDt),DATEPART(QUARTER, EnrollmentDt)
ORDER BY 1,2
You would use window functions:
SELECT DATEPART(YEAR, Canceldate) as [Year],
DATEPART(QUARTER, Canceldate) as [Quarter], COUNT(1) as [id Count],
99 + ROW_NUMBER() OVER (ORDER BY MIN(CancelDate)) as Enrolled
FROM Subscription
WHERE DATEPART(YEAR, Canceldate) > 2016
GROUP BY DATEPART(YEAR, CancelDate),DATEPART(QUARTER, Canceldate)
ORDER BY 1,2

SQL Count Entries for each Month of the last 6 Months

I got a problem while trying to count the entries that were created in a month for the last 6 months.
The table looks like this:
A B C D
Year Month Startingdate Identifier
-----------------------------------------
2019 3 2019-03-12 OAM_1903121
2019 2 2019-03-21 OAM_1902211
And the result should look like:
A B C
Year Month Amount of orders
---------------------------------
2019 3 26
2019 2 34
This is what I have so far, but it doesn't get me the proper results:
SELECT year, month, COUNT(Startingdate) as Amount
FROM table
WHERE Startingdate > ((TRUNC(add_months(sysdate,-3) , 'MM'))-1)
GROUP BY year, month
I have not tested it, but it should work:
select year, month, count(Stringdate) as Amount_of_order
from table
where Stringdate between add_months(sysdate, -6) and sysdate
group by year, month;
Let me know.
Try that :
SELECT YEAR(Startingdate) AS [Year], MONTH(Startingdate) AS [Month], COUNT(*) AS Amount
FROM table
WHERE Startingdate > DATEADD(MONTH, -6, GETDATE())
GROUP BY YEAR(Startingdate), MONTH(Startingdate)
ORDER BY YEAR(Startingdate), MONTH(Startingdate) DESC
I think your issue is the filtering. If so, this should handle the most recent six full months:
SELECT year, month, COUNT(*) as num_orders
FROM table
WHERE Startingdate >= TRUNC(add_months(sysdate, -6) , 'MM')
GROUP BY year, month;

Select sum of items based on their monthly entry date

I am trying to select sum of items based on their monthly entry date:
The Inventory table is as below:
EntryDate Items
1/1/2013 2
1/20/2013 5
1/23/2013 3
1/30/2013 2
2/4/2013 4
2/17/2013 34
The desired output with Total row added:
EntryDate Items
1/1/2013 2
1/20/2013 5
1/23/2013 3
1/30/2013 2
**Total 12**
2/4/2013 4
2/17/2013 34
**Total 38**
Below is my attempt. I am trying to do this using rollup but its counting all items at once and not by monthly basis, how to achieve this:
Select Convert(date, EntryDate) AS [DATE],SUM(Items) AS Total,
Case WHEN GROUPING(Items) = 1 THEN 'Rollup'
Else Status end AS Total From [Inventory] Group by Convert(date, EntryDate) WITH
Rollup
If you actually want results like your example, you can use the following:
SELECT EntryDate, Items
FROM (SELECT YEAR(EntryDate)'Year_',MONTH(EntryDate)'Month_',CAST(EntryDate AS VARCHAR(12))'EntryDate',Items,1 'sort'
FROM Inventory
UNION ALL
SELECT YEAR(EntryDate)'Year_',MONTH(EntryDate)'Month_','Total',SUM(Items)'Items',2 'sort'
FROM Inventory
GROUP BY YEAR(EntryDate),MONTH(EntryDate)
)sub
ORDER BY Year_,Month_,sort
Demo: SQL Fiddle
Try this, it will give you the month total in a new column, it will also work when your dates stretch over more than 1 year
SELECT EntryDate, Items,
SUM(Items) OVER (partition by dateadd(month, datediff(month, 0, entrydate), 0)) Total
FROM [Inventory]
Result:
EntryDate Items Total
2013-01-01 2 12
2013-01-20 5 12
2013-01-23 3 12
2013-01-30 2 12
2013-02-04 4 38
2013-02-17 34 38
DATEPART will do try this,
SELECT DATEPART(month, EntryDate) AS 'Month Number',sum(items1) FROM ITEMS
GROUP BY DATEPART(month, EntryDate)
# sqlfiddle
Try:
select entryDate, Items, sum(Items)
from (select entryDate,Items, to_date(entry_date, 'mm/yyyy') month_date from Inventory)
group by month_date
Here's a perfect solution for you
select isnull(cast(DATEFROMPARTS(year,month,day) as varchar),'Total'),
items
from ( SELECT datepart(yyyy,EntryDate) year,
DATEPART(mm, EntryDate) month,
DATEPART(dd, EntryDate) day,
sum(items) items
From Inventory
GROUP BY
ROLLUP (datepart(yyyy,EntryDate),
DATEPART(mm, EntryDate),
DATEPART(dd, EntryDate)
)
) a
where a.year is not null
and a.month is not null;
Demo HERE