SQL Server Pivoting based off of a column to be delimited - sql

Question

I'm using SQL Server Management Studio and I have a table of survey results for project managers and I'm aggregating by question/score at the project manager RepID level:
SELECT Lower(A.RepID) as 'HHRepID'
, YEAR(A.ProjectEndDate) AS 'Year'
, MONTH(A.ProjectEndDate) AS 'Month'
, DATENAME(mm,A.ProjectEndDate) AS 'MonthName'
, SUM(CASE WHEN A.SatisfactionWithCommunication >= 4 THEN 1 ELSE 0 END) as 'AgreeStronglyAgreeCommunicationCount'
, COUNT(A.SatisfactionWithCommunication) as 'CommunicationCount'
, SUM(CASE WHEN A.InteractionConnectionWithClient >= 4 THEN 1 ELSE 0 END) as 'AgreeStronglyAgreeInteractionCount'
, COUNT(A.InteractionConnectionWithClient) as 'InteractionCount'
, SUM(CASE WHEN A.OverallSatisfactionWithEngagement >= 4 THEN 1 ELSE 0 END) as 'AgreeStronglyAgreeOverallSatisfactionCount'
, COUNT(A.OverallSatisfactionWithEngagement) as 'OverallSatisfactionCount'
, COUNT(A.ResponseID) as 'SurveysReturned'
, 'SalesOps' as 'Grouping'
FROM
SurveyData.dbo.SalesSurvey as A with(nolock)
WHERE
A.ResponseID IS NOT NULL AND A.IsExcludedFromReporting IS NULL
GROUP BY
YEAR(A.ProjectEndDate), MONTH(A.ProjectEndDate), DATENAME(mm,A.ProjectEndDate), A.RepID
ORDER BY
A.RepID
The output would look something like this:
Everything is great. Here's the problem. For each response for a project manager, there could be multiple Project Assistants. The project assistants for each project are aggregated (separated by ;) in one column:
What I need to do is pivot/delimit these results so each projectassistantID will be 1 row with the same grouped data as if it was a project manager. So for example, let's say that that row from the first screenshot had (HHRepID = jdoe) had 2 project assistants to it (call them Michael Matthews and Sarah Boyd): mmathews; sboyd. Via pivot/delimit, the output of the 2nd query would look like this:
In the actual table, it's just 1 record. But b/c there're multiple names in the ProjectAssistantID column, I need to pivot/delimit those out and essentially get the same results for each instance, just with ProjectAssistants rather than Project Managers.
I've been able to find some stuff on pivoting but this is pivoting based on delimiting values which adds an extra layer of complexity. It's entirely possible that there could be only 1 project assistant per project or as many as 6.

Answer 1

You can find several string split functions when you google for that, I will just assume this one which returns a table with one column named Item.
Then you can use cross apply as follows:
SELECT assist.Item as 'HHRepID'
, YEAR(A.ProjectEndDate) AS 'Year'
, MONTH(A.ProjectEndDate) AS 'Month'
, DATENAME(mm,A.ProjectEndDate) AS 'MonthName'
, SUM(CASE WHEN A.SatisfactionWithCommunication >= 4 THEN 1 ELSE 0 END) as 'AgreeStronglyAgreeCommunicationCount'
, COUNT(A.SatisfactionWithCommunication) as 'CommunicationCount'
, SUM(CASE WHEN A.InteractionConnectionWithClient >= 4 THEN 1 ELSE 0 END) as 'AgreeStronglyAgreeInteractionCount'
, COUNT(A.InteractionConnectionWithClient) as 'InteractionCount'
, SUM(CASE WHEN A.OverallSatisfactionWithEngagement >= 4 THEN 1 ELSE 0 END) as 'AgreeStronglyAgreeOverallSatisfactionCount'
, COUNT(A.OverallSatisfactionWithEngagement) as 'OverallSatisfactionCount'
, COUNT(A.ResponseID) as 'SurveysReturned'
, 'SalesOps' as 'Grouping'
FROM
SurveyData.dbo.SalesSurvey as A with(nolock)
CROSS APPLY Split(Lower(A.RepID), ';') AS assist
WHERE
A.ResponseID IS NOT NULL AND A.IsExcludedFromReporting IS NULL
GROUP BY
YEAR(A.ProjectEndDate), MONTH(A.ProjectEndDate), DATENAME(mm,A.ProjectEndDate), assist.Item
ORDER BY
assist.Item

Answer 2

For a strictly sql solution, you could use recursive cte to get your names split and then join it back to you query..
Try the below query
DECLARE #col varchar(20)='a;b;c;g;y;u;i;o;p;';
WITH CTE as
(
SELECT SUBSTRING(#COL,CHARINDEX(';',#COL)+1, LEN(#COL)-CHARINDEX(';', #COL)) col
,SUBSTRING(#COL,0, CHARINDEX(';',#COL)) Split_Names
, 1 i
union ALL
SELECT SUBSTRING(COL,CHARINDEX(';',COL)+1, LEN(COL)-CHARINDEX(';', COL)) col
,SUBSTRING(COL,0, CHARINDEX(';',COL)) Split_Names
, i+1
from CTE
WHERE CHARINDEX(';', col)>1
)
SELECT * FROM CTE
You will need to use your column in place of #col and change the code to refer to your table in the first union statement.
Hope this helps...
So you would do something like this...
WITH ProjectAssistants as
(
SELECT SUBSTRING(PROJECTASSISTANTID,CHARINDEX(';',PROJECTASSISTANTID)+1, LEN(PROJECTASSISTANTID)-CHARINDEX(';', PROJECTASSISTANTID)) col
,SUBSTRING(PROJECTASSISTANTID,0, CHARINDEX(';',PROJECTASSISTANTID)) Assistnames_Names
, ProjectManagerID
FROM YOUR_PROJECT_ASSISTANT_TABLE_NAME
union ALL
SELECT SUBSTRING(COL,CHARINDEX(';',COL)+1, LEN(COL)-CHARINDEX(';', COL)) col
,SUBSTRING(COL,0, CHARINDEX(';',COL)) Assistnames_Names
, ProjectManagerID
from ProjectAssistants
WHERE CHARINDEX(';', col)>1
)
SELECT Lower(A.RepID) as 'HHRepID'
, YEAR(A.ProjectEndDate) AS 'Year'
, MONTH(A.ProjectEndDate) AS 'Month'
, DATENAME(mm,A.ProjectEndDate) AS 'MonthName'
, SUM(CASE WHEN A.SatisfactionWithCommunication >= 4 THEN 1 ELSE 0 END) as 'AgreeStronglyAgreeCommunicationCount'
, COUNT(A.SatisfactionWithCommunication) as 'CommunicationCount'
, SUM(CASE WHEN A.InteractionConnectionWithClient >= 4 THEN 1 ELSE 0 END) as 'AgreeStronglyAgreeInteractionCount'
, COUNT(A.InteractionConnectionWithClient) as 'InteractionCount'
, SUM(CASE WHEN A.OverallSatisfactionWithEngagement >= 4 THEN 1 ELSE 0 END) as 'AgreeStronglyAgreeOverallSatisfactionCount'
, COUNT(A.OverallSatisfactionWithEngagement) as 'OverallSatisfactionCount'
, COUNT(A.ResponseID) as 'SurveysReturned'
, 'SalesOps' as 'Grouping'
FROM
SurveyData.dbo.SalesSurvey as A with(nolock)
LEFT JOIN ProjectAssistants as B
ON A.ProjectManagerID=B.ProjectManagerID
WHERE
A.ResponseID IS NOT NULL AND A.IsExcludedFromReporting IS NULL
GROUP BY
YEAR(A.ProjectEndDate), MONTH(A.ProjectEndDate), DATENAME(mm,A.ProjectEndDate), A.RepID
ORDER BY
A.RepID
Assumptions:
Your Surveydata table has a ProjectManagerid column
Left Join-ed the ProjectManager CTE considering you still want to show data when there arent any assistants.