Calculating a summary of previously calculated data - sql

Question

Quick question about summary data:
I have the below code which will pull sales information and put it into a month/year grid, which is terrific (http://sqlfiddle.com/#!3/9d79e/1):
WITH
months AS (SELECT 1 AS mon UNION ALL SELECT mon + 1 FROM months WHERE mon < 12),
years AS (SELECT 2011 AS yr UNION ALL SELECT yr + 1 FROM years WHERE yr < 2015),
invoices AS (
SELECT CAST('2013-06-27' AS date) AS InvoiceDate, 40 AS MarginAmount
UNION
SELECT CAST('2013-07-29' AS date) AS InvoiceDate, 40 AS MarginAmount
UNION
SELECT CAST('2013-10-30' AS date) AS InvoiceDate, 40 AS MarginAmount
)
-- End data setup, real work begins here
SELECT * FROM
(
SELECT
months.mon, years.yr, COALESCE(SUM(inv.MarginAmount), 0) AS MarginAmount
FROM
months
CROSS JOIN years
LEFT OUTER JOIN invoices inv ON ( (YEAR(inv.InvoiceDate) = years.yr) AND (MONTH(inv.InvoiceDate) = months.mon) )
GROUP BY
months.mon, years.yr
) AS source
PIVOT
(
MAX(MarginAmount)
FOR yr in ([2011], [2012], [2013], [2014], [2015])
)
AS pvt
ORDER BY mon
I was wondering how I could change two things:
Replace the numbers 1 - 11 with the names of the months of the year and
Create a line at the bottom of the table summarizing the information above it, where the mon column would have the word 'Total'
Any help would be greatly appreciated
e.g The sum of all sales in 2012 would be displayed at the bottom of the 2012 column

Answer 1

Question 1. Replace numbers
To replace the numbers, you can for instance change this:
months AS (SELECT 1 AS mon UNION ALL SELECT mon + 1 FROM months WHERE mon < 12)
to
months AS (SELECT 1 AS mon, 'Jan' name UNION ALL SELECT mon + 1, months.name FROM months WHERE mon < 12)
Question 2. Grand totals
To create a bottom line with totals you can either use grouping sets (your query seems to be SQL Server, don't know whether SQL Server supports that, please specify):
group
by grouping sets
( ()
, (full list)
)
or add a union to the query:
with myresults as (the whole thing)
select 1 ordering
, myresults.columns-minus-total
, myresults.something subtotal
from myresults
union all
select 2 ordering
, myresults.columns-minus-total
, sum(something) grandtotal
from myresults
order
by 1
, ...other...
Complete example using Microsoft SQL Server 2008 R2
Original code was prettified and without dependencies on tables:
with months as
( select 1 as mon
, 'Jan' monname
union all
select 2
, 'Feb'
union all
select 3
, 'Mar'
union all
select 4
, 'Apr'
union all
select 5
, 'May'
union all
select 6
, 'Jun'
union all
select 7
, 'Jul'
union all
select 8
, 'Aug'
union all
select 9
, 'Sep'
union all
select 10
, 'Oct'
union all
select 11
, 'Nov'
union all
select 12
, 'Dec'
)
, years as
( select 2011 as yr
union all
select 2012
union all
select 2013
union all
select 2014
)
, invoices as
( select cast('2013-06-27' as date) as invoicedate
, 40 as marginamount
union
select cast('2013-07-29' as date) as invoicedate
, 40 as marginamount
union
select cast('2013-10-30' as date) as invoicedate
, 40 as marginamount
)
select *
from ( select months.mon
, years.yr
, coalesce(sum(inv.marginamount), 0) as marginamount
from months
cross
join years
left
outer
join invoices inv
on year(inv.invoicedate) = years.yr
and month(inv.invoicedate) = months.mon
group
by months.mon
, years.yr
) source
pivot ( max(marginamount)
for yr
in ( [2011], [2012], [2013], [2014], [2015]
)
) pvt
order
by mon
Adding the text and grand totals leads to:
with months as
( select 1 as mon
, 'Jan' monname
union all
select 2
, 'Feb'
union all
select 3
, 'Mar'
union all
select 4
, 'Apr'
union all
select 5
, 'May'
union all
select 6
, 'Jun'
union all
select 7
, 'Jul'
union all
select 8
, 'Aug'
union all
select 9
, 'Sep'
union all
select 10
, 'Oct'
union all
select 11
, 'Nov'
union all
select 12
, 'Dec'
)
, years as
( select 2011 as yr
union all
select 2012
union all
select 2013
union all
select 2014
)
, invoices as
( select cast('2013-06-27' as date) as invoicedate
, 40 as marginamount
union
select cast('2013-07-29' as date) as invoicedate
, 40 as marginamount
union
select cast('2013-10-30' as date) as invoicedate
, 40 as marginamount
)
select case
when mon is null
then 'Total'
else cast(mon as varchar)
end
, monname
, [2011]
, [2012]
, [2013]
, [2014]
, [2015]
from ( select months.mon
, months.monname
, years.yr
, coalesce(sum(inv.marginamount), 0) as marginamount
from months
cross
join years
left
outer
join invoices inv
on year(inv.invoicedate) = years.yr
and month(inv.invoicedate) = months.mon
group
by grouping sets
( (months.mon, months.monname, years.yr)
, (years.yr)
)
) source
pivot ( max(marginamount)
for yr
in ( [2011], [2012], [2013], [2014], [2015]
)
) pvt
order
by coalesce(mon, 100)