If I have data in the format;
Account | Period | Values
Revenue | 2013-01-01 | 5432
Revenue | 2013-02-01 | 6471
Revenue | 2013-03-01 | 7231
Costs | 2013-01-01 | 4321
Costs | 2013-02-01 | 5672
Costs | 2013-03-01 | 4562
And I want to get results out like;
Account | Period | Values
Margin | 2013-01-01 | 1111
Margin | 2013-02-01 | 799
Margin | 2013-03-01 | 2669
M% | 2013-01-01 | .20
M% | 2013-02-01 | .13
M% | 2013-03-01 | .37
Where Margin = Revenue - Costs and M% is (Revenue - Costs)/Revenue for each period.
I can see various ways of achieving this but all are quite ugly and I wanted to know if there was elegant general approach for these sorts of multi-row calculations.
Thanks
Edit
Some of these calculations can get really complicated like
Free Cash Flow = Margin - Opex - Capex + Change in Working Capital + Interest Paid
So I am hoping for a general method that doesn't require lots of joins back to itself.
Thanks
Ok, then just Max over a Case statement, like such:
with RevAndCost as (revenue,costs,period)
as
(
select "Revenue" = Max(Case when account="Revenue" then Values else null end),
"Costs" = MAX(Case when account="Costs" then values else null end),
period
from data
group by period
)
select Margin = revenue-costs,
"M%" = (revenue-costs)/nullif(revenue,0)
from RevAndCost
Use a full self-join with a Union
Select 'Margin' Account,
coalesce(r.period, c.period) Period,
r.Values - c.Values Values
From myTable r
Full Join Mytable c
On c.period = r.period
Union
Select 'M%' Account,
coalesce(r.period, c.period) Period,
(r.Values - c.Values) / r.Values Values
From myTable r
Full Join Mytable c
On c.period = r.period
Here I use a Common Table Expression to do a full outer join between two instances of your data table to pull in Revenue and Costs into 1 table, then select from that CTE.
with RevAndCost as (revenue,costs,period)
as
(
select ISNULL(rev.Values,0) as revenue,
ISNULL(cost.values,0) as costs,
ISNULL(rev.period,cost.period)
from data rev full outer join data cost
on rev.period=cost.period
)
select Margin = revenue-costs,
"M%" = (revenue-costs)/nullif(revenue,0)
from RevAndCost
I'd do it like this:
SELECT r.PERIOD, r.VALUES AS revenue, c.VALUES AS cost,
r.VALUES - c.VALUES AS margin, (r.VALUES - c.VALUES) / r.VALUES AS mPct
FROM
(SELECT PERIOD, VALUES FROM t WHERE
ACCOUNT = 'revenue') r INNER JOIN
(SELECT PERIOD, VALUES FROM t WHERE
ACCOUNT = 'costs') c ON
r.PERIOD = c.PERIOD
Related
I am beginner with BigQuery and SQL in general. I have a query that looks like this:
SELECT
base.*
IF( regexp_contains(rate_name, 'usd'), price * ft.usd, IF(regexp_contains(rate_name, 'gbp'), price * ft.gbp, price )) AS converted_price
FROM base_table base
JOIN
finance_table ft
ON
base.date = ft.date
In short, I have a table with some data (base) and depending on the currency that is the price, I want to convert using the rate stored in another table. The table with the rates (finance_table) has data only for 2021 but the base_table has data for dates before that.
What I want to do is to use this query as is when the date exists in the finance_table, otherwise use the rates from 2021-01-01 (this first date of finance_table).
What I tried is to join on this:
ON
IF( ft.date IS NOT NULL, base.date = ft.date, ft.date = '2021-01-01')
However, this doesn't give me any results when I query for a random date from 2020. I am sure that the condition is wrong, so any ideas?
P.S. Another thing that would suffice is using fixed numbers, e.g. if the date doesn't exist, multiply the price with 0.85 or 1.15, but this would probably make things more complicated.
EDIT:
Tables look like this:
BASE:
DATE | PRODUCT_NAME | PRICE | RATE_NAME
2020-01-01| APPLE | 0.5 | usd
2021-01-01| ORANGE | 0.4 | gbp
FINANCE_TABLE:
DATE | USD | GBP
2021-01-01| 0.844 | 1.443
2021-01-02| 0.846 | 1.423
The final result should look like this, when I query for date = '2021-01-01'
DATE | PRODUCT_NAME| PRICE | RATE_NAME | CONVERTED_PRICE
2021-01-01 | ORANGE | 0.4 | gbp | 0.5772
The problem lies in the case where I query for dates that don't exist in the finance_table.
You can use two joins. A direct translation into your query is:
SELECT price
(CASE WHEN base.rate_name = 'usd'
THEN base.price * coalesce(ft.usd, ft1.usd)
WHEN base.rage_name = 'gbp'
THEN base.price * coalesce(ft.gbp, ft.gbp)
ELSE base.price
END) AS converted_price
FROM base_table base LEFT JOIN
finance_table ft
ON base.date = ft.date JOIN
finance_table ft1
ON ft1.date = DATE '2020-01-01';
I'm trying to get the sum of two columns, but it seems to be adding incorrectly. I have a table Tbl_Booths and another table called Tbl_Extras.
In the Tbl_Booths:
BoothId | ExhId | BoothPrice
1 | 1 | 400
2 | 1 | 500
3 | 2 | 400
4 | 3 | 600
So totalBoothPrice for ExhId = 1 is 900
Tbl_Extras:
ExtraId | ExhId | Item | ItemCost
1 | 1 | PowerSupply | 400
2 | 2 | PowerSupply | 400
3 | 1 | Lights | 600
4 | 3 | PowerSupply | 400
5 | 4 | Lights | 400
So totalItemCost for ExhId = 1 is 1000
I need to find a way to get the sum of totalBoothPrice + totalItemCost
The value should of course be 900 + 1000 = 1900
I'm a total beginner to SQL so please have patience :-)
Thank you in advance for any input you can give me, since I'm going made here !
It is used in a Caspio database system.
You can use union all to combine the two tables and then aggregate:
select exhid, sum(price)
from ((select exhid, boothprice as price
from tbl_booths
) union all
(select exhid, itemcost as price
from tbl_extras
)
) e
group by exhid;
This returns the sum for all exhid values. If you want to filter them, then you can use a where clause in either the outer query or both subqueries.
Here is a db<>fiddle.
Booth totals:
select exhid, sum(boothprice) as total_booth_price
from tbl_booths
group by exhid;
Extra totals:
select exhid, sum(itemcost) as total_item_cost
from tbl_extras
group by exhid;
Joined:
select
exhid,
b.total_booth_price,
e.total_item_cost,
b.total_booth_price + e.total_item_cost as total
from
(
select exhid, sum(boothprice) as total_booth_price
from tbl_booths
group by exhid
) b
join
(
select exhid, sum(itemcost) as total_item_cost
from tbl_extras
group by exhid
) e using (exhid)
order by exhid;
This only shows exhids that have both booth and extras, though. If one can be missing use a left outer join. If one or the other can be missing, you'd want a full outer join, which MySQL doesn't support.
I have a SOME_DELTA table which records all party related transactions with amount change
Ex.:
PARTY_ID | SOME_DATE | AMOUNT
--------------------------------
party_id_1 | 2019-01-01 | 100
party_id_1 | 2019-01-15 | 30
party_id_1 | 2019-01-15 | -60
party_id_1 | 2019-01-21 | 80
party_id_2 | 2019-01-02 | 50
party_id_2 | 2019-02-01 | 100
I have a case where where MVC controller accepts map someMap(party_id, some_date) and I need to get part_id list with summed amount till specific some_date
In this case if I send mapOf("party_id_1" to Date(2019 - 1 - 15), "party_id_2" to Date(2019 - 1 - 2))
I should get list of party_id with summed amount till some_date
Output should look like:
party_id_1 | 70
party_id_2 | 50
Currently code is:
select sum(amount) from SOME_DELTA where party_id=:partyId and some_date <= :someDate
But in this case I need to iterate through map and do multiple DB calls for summed amount for eatch party_id till some_date which feels wrong
Is there a more delicate way to get in one select query? (to avoid +100 DB calls)
You can use a lateral join for this:
select map.party_id,
c.amount
from (
values
('party_id_1', date '2019-01-15'),
('party_id_2', date '2019-01-02')
) map (party_id, cutoff_date)
join lateral (
select sum(amount) amount
from some_delta sd
where sd.party_id = map.party_id
and sd.some_date <= map.cutoff_date
) c on true
order by map.party_id;
Online example
I have 2 tables :
documents
(docId | date | value | currencyid | currencyRate | netvalue )
1 | 2017/07/30 | 777 | EUR | 4.55 | 150.66
2 | 2017/07/30 | 456 | EUR | 4.55 | 100.00
3 | 2017/07/29 | 440 | RON | 1.00 | 440.00
4 | 2017/07/28 | 999 | RON | 1.00 | 999.00
currencyrates
(only for currencyid = EUR)
(date | currencyRate)
2017/07/30 | 4.55
2017/07/29 | 4.53
2017/07/28 | 4.48
I need to extract by month, the total sum in euro for all documents. My problem is when I try to convert the local value (RON) from documents.value in EURO.
Example 1 in documents : when currencyid = EUR, netvalue is automaticaly calculated from value/currencyRate (in documents) and only what I need there is to extract documents.netvalue
the problem is :
Example 2 in documents : when currencyid = RON, netvalue is represented in RON and i need to convert it in EURO with the value at facturated date (not present date). So, I need to extract the currencyRate from currencyrates table for each date and use it in a CASE to divide value (in RON) at it.
and my query :
SELECT
p.name Client, year(d.date) AS Year, month(d.date) AS Month, CONVERT(DECIMAL(10,2),d.CurrencyNetValue) CurrencyNetValue, d.CurrencyId,
CASE
WHEN d.CurrencyId = 1 THEN d.CurrencyNetValue/(select top 1(c.CurrencyRate) from CurrencyRates c inner join documents d on d.date=c.date where c.CurrencyId=2)
WHEN d.CurrencyId = 2 THEN d.CurrencyNetValue
END
AS EuroNetValue
FROM documents d
inner join partners p ON d.partnerid = p.partnerid
WHERE d.doctypeid = 200
ORDER BY d.date DESC
the error is in subquery, where i try to return the value of currencyRate at the date of facture. I need to return only a number, not all column
Solved :
Needed to add an inner join for a new "table"
inner join (select * from CurrencyRates where CurrencyId = 2) as cr on d.Date = cr.Date
I'm stucking for a solution at the problem of finding daily profits from db (ms access) table. The difference wrt other tips I found online is that I don't have in the table a field "Price" and one "Cost", but a field "Type" which distinguish if it is a revenue "S" or a cost "C"
this is the table "Record"
| Date | Price | Quantity | Type |
-----------------------------------
|01/02 | 20 | 2 | C |
|01/02 | 10 | 1 | S |
|01/02 | 3 | 10 | S |
|01/02 | 5 | 2 | C |
|03/04 | 12 | 3 | C |
|03/03 | 200 | 1 | S |
|03/03 | 120 | 2 | C |
So far I tried different solutions like:
SELECT
(SELECT SUM (RS.Price* RS.Quantity)
FROM Record RS WHERE RS.Type='S' GROUP BY RS.Data
) as totalSales,
(SELECT SUM (RC.Price*RC.Quantity)
FROM Record RC WHERE RC.Type='C' GROUP BY RC.Date
) as totalLosses,
ROUND(totalSales-totaleLosses,2) as NetTotal,
R.Date
FROM RECORD R";
in my mind it could work but obviously it doesn't
and
SELECT RC.Data, ROUND(SUM (RC.Price*RC.QuantitY),2) as DailyLoss
INTO #DailyLosses
FROM Record RC
WHERE RC.Type='C' GROUP BY RC.Date
SELECT RS.Date, ROUND(SUM (RS.Price*RS.Quantity),2) as DailyRevenue
INTO #DailyRevenues
FROM Record RS
WHERE RS.Type='S'GROUP BY RS.Date
SELECT Date, DailyRevenue - DailyLoss as DailyProfit
FROM #DailyLosses dlos, #DailyRevenues drev
WHERE dlos.Date = drev.Date";
My problem beyond the correct syntax is the approach to this kind of problem
You can use grouping and conditional summing. Try this:
SELECT data.Date, data.Income - data.Cost as Profit
FROM (
SELECT Record.Date as Date,
SUM(IIF(Record.Type = 'S', Record.Price * Record.Quantity, 0)) as Income,
SUM(IIF(Record.Type = 'C', Record.Price * Record.Quantity, 0)) as Cost,
FROM Record
GROUP BY Record.Date
) data
In this case you first create a sub-query to get separate fields for Income and Cost, and then your outer query uses subtraction to get actual profit.