Month wise aging report by SQL query - sql

Question

6 month aging report of the customers from today date.
Data in the table is like following:
Customer Date Amount
AAA 3-Sep-13 1000
BBB 4-Jan-14 4000
BBB 5-Feb-14 1000
AAA 3-Dec-13 3000
CCC 7-Nov-13 800
DDD 15-Nov-13 1000
DDD 25-Jan-13 1000
CCC 8-Nov-13 1000
I need a SQL query to get the below results and heading should be in month and year
Party name Sep-13 Oct-13 Nov-13 Dec-13 Jan-14 Feb-14 Total Amount
AAA 1000 0 0 3000 0 0 4000
BBB 0 0 0 4000 1000 0 5000
CCC 0 0 1800 0 0 0 1800
DDD 0 0 1000 0 1000 0 2000

Answer 1

This query will dynamically generate the output that you want. However, because you don't have values for all periods, a NULL is inserted (which is valid). If you want to make a value 0 instead of null, you'll have to modify the query and use the ISNULL function for each field.
CREATE TABLE testTable (
Party NVARCHAR(20),
[Date] SMALLDATETIME, --done like this to get a TOTAL heading
Amount DECIMAL
)
INSERT INTO testTable VALUES
('AAA','3-Sep-13',1000),
('BBB','4-Jan-14',4000),
('BBB','5-Feb-14',1000),
('AAA','3-Dec-13',3000),
('CCC','7-Nov-13',800),
('DDD','15-Nov-13',1000),
('DDD','25-Jan-13',1000)
INSERT INTO testTable
SELECT Party, '2054-12-31', SUM(Amount) [Amount]
FROM testTable
GROUP BY Party
DECLARE #columnHeadings NVARCHAR(MAX)
SELECT #columnHeadings = COALESCE(
#columnHeadings + ',[' + CONVERT(NVARCHAR, [Date], 6) + ']',
'[' + CONVERT(NVARCHAR, [Date], 6)+ ']'
)
FROM testTable
GROUP BY [Date]
ORDER BY [Date]
DECLARE #sql NVARCHAR(MAX)
SET #sql = N'SELECT [party], ' + #columnHeadings + ' INTO ##output FROM ' +
'( SELECT [Party], [Amount], CONVERT(NVARCHAR, [Date], 6) [Date] FROM testTable ) [source]' +
' PIVOT ' +
'( SUM(Amount) FOR [Date] IN (' + #columnHeadings +')) [pvt];'
EXEC(#sql)
EXEC tempdb.sys.sp_rename '##output.[31 Dec 54]', 'Total', 'COLUMN'
SELECT * FROM ##output
DROP TABLE testTable
DROP TABLE ##output
Disclaimer: I'm not fond of this code. But it works.