Company's Fiscal Year: July 1 - June 30
I have a query where I am trying to capture aggregate # of units and $ revenue by product and cost center for the fiscal year-to-date. It will run on the 1st of the month and look through the last day of the previous month. Fiscal year does not appear in the report - it is criteria.
Mix of pseudocode and SQL:
Where
If datepart(mm,getdate()) - 1 < 7
THEN
transaction_post_date BETWEEN 7/1/ previous year AND dateadd(day,-(day(getdate()),getdate())
Else
transaction_post_date BETWEEN 7/1/current year AND dateadd(day,-(day(getdate()),getdate())
Am I on the write track? How do I write the SQL for a specific date on a year that depends on SQL - 7/1/current year?
I am weak using variables and do not even know if I have access to create them on the SQL Server DB, which is rather locked down. Definitely can't create a function. (I'm a business analyst.)
UPDATE, Fiscal year goes forward, so July 1, 2010, is Fiscal Year 2011.
I think this works:
Year(dateadd(month,6,htx.tx_post_date)) = Year(DateAdd(Month, 5, GetDate()))
Feeback?
And now I've been asked to add Fiscal Year-To-Date fields for quantity and revenue to the following query which gave me totals for
Select
inv.ITEM_CODE
, inventory.ITEM_NAME
, cc.COST_CENTER_CODE
, tx.REV_CODE_ID
, tx.PRICE
, tx.ITEM_SALE_ID
, sum(tx.quantity)
, sum(tx.amount)
from
transactions tx
inner join inventory inv on inv.item_id = tx.item_id
left outer join cost_center cc on cc.cost_center_id = tx.cost_center_id
where
DATEPART(mm, tx.tx_date) = DATEPART(mm,dateadd(m,-1,getdate()))
and DATEPART(yyyy, tx.tx_date) = DATEPART(yyyy,dateadd(m,-1,getdate()))
group by
inv.ITEM_CODE
, inventory.ITEM_NAME
, cc.COST_CENTER_CODE
, tx.REV_CODE_ID
, tx.PRICE
, tx.ITEM_SALE_ID
I need to add the fiscal year-to-date quantity and and amount columns to this report. Would a correlated subquery by the way to go? Would the joins be tricky? I've never used a subquery with an aggregation/grouping query.
Thanks for all the previous help.
Here is how I would do it if I needed to group by Fiscal Year:
Group by Year(DateAdd(Month, -6, TransactionDate))
May be not exactly it, but you get the idea.
I would add a calculated column to your table called FiscalYear (with the proper calculation) and select based on that column
I believe the easiest way is to do this in two steps. Use the WHERE Clause to filter your YTD and then a GROUP BY to group by FY. Since your FY begins in July(7) then increment the FY if the month is greater than June(6).
WHERE CLAUSE:
WHERE
DATEDIFF(DAY, transaction_post_date, Cast(Month(GetDate()) as varchar) +
'/' + Cast(Day(GetDate()) as varchar) + '/' + CAST(Case WHEN
MONTH(transaction_post_date) > 6 then YEAR(transaction_post_date) + 1 else
Year(transaction_post_date) end as varchar)) >=0
GROUP BY CLAUSE:
GROUP BY CASE WHEN MONTH(transaction_post_date) > 6 then
Year(transaction_post_date) + 1 else YEAR(transaction_post_date) end
Related
I am working on the below query that I will use inside Tableau to create a line chart that will be color-coded by year and will use the region as a filter for the user. The query works, but I found there are months in regions that don't have any sales. These sections break up the line chart and I am not able to fill in the missing spaces (I am using a non-date dimension on the X-Axis - Number of months until the end of its fiscal year).
I am looking for some help to alter my query to create a row for every month and every region in my dataset so that my running total will have a value to display in the line chart. if there are no values in my table, then = 0 and update the running total for the region.
I have a dimDate table and also a Regions table I can use in the query.
My Query now, (Results sorted in Excel to view easier) Results Table Now
What I want to do; New rows highlighted in Yellow What I want to do
My Code using SQL Server:
SELECT b.gy,
b.sales_month,
b.region,
b.gs_year_total,
b.months_away,
Sum(b.gs_year_total)
OVER (
partition BY b.gy, b.region
ORDER BY b.months_away DESC) RT_by_Region_GY
FROM (SELECT a.gy,
a.region,
a.sales_month,
Sum(a.gy_total) Gs_Year_Total,
a.months_away
FROM (SELECT g.val_id,
g.[gs year] AS GY
,
g.sales_month
AS
Sales_Month,
g.gy_total,
Datediff(month, g.sales_month, dt.lastdayofyear) AS
months_away,
g.value_type,
val.region
FROM uv_sales g
JOIN dbo.dimdate AS dt
ON g.[gs year] = dt.gsyear
JOIN dimvalsummary val
ON g.val_id = val.val_id
WHERE g.[gs year] IN ( 2017, 2018, 2019, 2020, 2021 )
GROUP BY g.valuation_id,
g.[gs year],
val.region,
g.sales_month,
dt.lastdayofyear,
g.gy_total,
g.value_type) a
WHERE a.months_away >= 0
AND sales_month < Dateadd(month, -1, Getdate())
GROUP BY a.gy,
a.region,
a.sales_month,
a.months_away) b
It's tough to envision the best method to solve without data and the meaning of all those fields. Here's a rough sketch of how one might attempt to solve it. This is not complete or tested, sorry, but I'm not sure the meaning of all those fields and don't have data to test.
Create a table called all_months and insert all the months from oldest to whatever date in the future you need.
01/01/2017
02/01/2017
...
12/01/2049
May need one query per region and union them together. Select the year & month from that all_months table, and left join to your other table on month. Coalesce your dollar values.
select 'East' as region,
extract(year from m.month) as gy_year,
m.month as sales_month,
coalesce(g.gy_total, 0) as gy_total,
datediff(month, m.month, dt.lastdayofyear) as months_away
from all_months m
left join uv_sales g on g.sales_month = m.month
--and so on
I have a simple table that contains a record of products and their total sales per day over a year (just 3 columns - Product, Date, Sales). So, for example, if product A is sold every single day, it'll have 365 records. Similarly, if product B is sold for only 50 days, the table will have just 50 rows for that product - one for each day of sale.
I need to calculate the daily average sales and standard deviation for the entire year, which means that, for product B, I need to have additional 365-50=315 entries with zero sales to be able to calculate the daily average and standard deviation for the year correctly.
Is there a way to do this efficiently and dynamically in SQL?
Thanks
We can generate 366 rows and join the sales data to it:
WITH rg(rn) AS (
SELECT 1 AS rn
UNION ALL
SELECT a.rn + 1 AS rn
FROM rg a
WHERE a.rn <= 366
)
SELECT
*
FROM
rg
LEFT JOIN (
SELECT YEAR(saledate) as yr, DATEPART(dayofyear, saledate) as doy, count(*) as numsales
FROM sales
GROUP BY YEAR(saledate), DATEPART(dayofyear, saledate)
) s ON rg.rn = s.doy
OPTION (MAXRECURSION 370);
You can replace the nulls (where there is no sale data for that day) with e.g. AVG(COALESCE(numsales, 0)). You'll probably also need a WHERE clause to eliminate the 366th day on non leap years (such as MODULO the year by 4 and only do 366 rows if it's 0).
If you're only doing a single year, you can use a where clause in the sales subquery to give only the relevant records; most efficient is to use a range like WHERE salesdate >= DATEFROMPARTS(YEAR(GetDate()), 1, 1) AND salesdate < DATEFROMPARTS(YEAR(GetDate()) + 1, 1, 1) rather than calling a function on every sales date to extract the year from it to compare to a constant. You can also drop the YEAR(salesdate) from the select/group by if there is only a single year
If you're doing multiple years, you could make the rg generate more rows, or (perhaps simpler) cross join it to a list of years so you get 366 rows multiplied by e.g. VALUES (2015),(2016),(2017),(2018),(2019),(2020) (and make the year from the sales part of the join too)
find the first and last day of the year and then use datediff() to find number of days in that year.
After that don't use AVG on sales, but SUM(Sales) / days_in_year
select *,
days_in_year = datediff(day, first_of_year, last_of_year) + 1
from (values (2019), (2020)) v(year)
cross apply
(
select first_of_year = dateadd(year, year - 1900, 0),
last_of_year = dateadd(year, year - 1900 + 1, -1)
) d
There's a different way to look at it - don't try to add additional empty rows, just divide by the number of days in a year. While the number of days a year isn't constant (a leap year will have 366 days), it can be calculated easily since the first day of the year is always January 1st and the last is always December 31st:
SELECT YEAR(date),
product,
SUM(sales) / DATEPART(dy, DATEFROMPARTS(YEAR(date)), 12, 31))
FROM sales_table
GROUP BY YEAR(date), product
I have converted all dates within my table to reflect as YYYY/MM/01 but I am left with 25 or so of these dates that are all the same and I just want to group them together and I can't figure out how to do it. I'm newish to SQL and was hoping someone could point me in the right direction for this.
Much appreciated!
SELECT
DATEFROMPARTS(YEAR(ReportedDate), MONTH(ReportedDate), 1) AS Date, SUM(Sales) Sales
FROM
dbo.Sales
WHERE
YEAR(ReportedDate) = 2018 AND MONTH(ReportedDate) = 01
GROUP BY
ReportedDate
Because you are grouping by ReportedDate, for every ReportedDate you will get a record, even though you didn't select ReportedDate in your SELECT clause. Think of it as a hidden column in your data. Instead, try grouping by the functions in your select statement.
SELECT
DATEFROMPARTS(YEAR(ReportedDate), MONTH(ReportedDate), 1) AS Date, SUM(Sales) Sales
FROM
dbo.Sales
WHERE
YEAR(ReportedDate) = 2018 AND MONTH(ReportedDate) = 01
GROUP BY
DATEFROMPARTS(YEAR(ReportedDate), MONTH(ReportedDate), 1)
As an alternative to your query I suggest you to use EOMONTH function. You would not need to use extra date functions. And I think it's better to show last day of month than first day when showing totals per month
SELECT
EOMONTH(ReportedDate) AS Date, SUM(Sales) Sales
FROM
dbo.Sales
WHERE
EOMONTH(ReportedDate) = EOMONTH(GETDATE(), -1)
GROUP BY
EOMONTH(ReportedDate)
Notes:
EOMONTH(GETDATE(), -1) gets last day of previous month
Use DATEADD(DD, 1, EOMONTH(ReportedDate, -1)) to get first day of month
I have a table that contains multiple records for each day of the month, over a number of years. Can someone help me out in writing a query that will only return the last day of each month.
SQL Server (other DBMS will work the same or very similarly):
SELECT
*
FROM
YourTable
WHERE
DateField IN (
SELECT MAX(DateField)
FROM YourTable
GROUP BY MONTH(DateField), YEAR(DateField)
)
An index on DateField is helpful here.
PS: If your DateField contains time values, the above will give you the very last record of every month, not the last day's worth of records. In this case use a method to reduce a datetime to its date value before doing the comparison, for example this one.
The easiest way I could find to identify if a date field in the table is the end of the month, is simply adding one day and checking if that day is 1.
where DAY(DATEADD(day, 1, AsOfDate)) = 1
If you use that as your condition (assuming AsOfDate is the date field you are looking for), then it will only returns records where AsOfDate is the last day of the month.
Use the EOMONTH() function if it's available to you (E.g. SQL Server). It returns the last date in a month given a date.
select distinct
Date
from DateTable
Where Date = EOMONTH(Date)
Or, you can use some date math.
select distinct
Date
from DateTable
where Date = DATEADD(MONTH, DATEDIFF(MONTH, -1, Date)-1, -1)
In SQL Server, this is how I usually get to the last day of the month relative to an arbitrary point in time:
select dateadd(day,-day(dateadd(month,1,current_timestamp)) , dateadd(month,1,current_timestamp) )
In a nutshell:
From your reference point-in-time,
Add 1 month,
Then, from the resulting value, subtract its day-of-the-month in days.
Voila! You've the the last day of the month containing your reference point in time.
Getting the 1st day of the month is simpler:
select dateadd(day,-(day(current_timestamp)-1),current_timestamp)
From your reference point-in-time,
subtract (in days), 1 less than the current day-of-the-month component.
Stripping off/normalizing the extraneous time component is left as an exercise for the reader.
A simple way to get the last day of month is to get the first day of the next month and subtract 1.
This should work on Oracle DB
select distinct last_day(trunc(sysdate - rownum)) dt
from dual
connect by rownum < 430
order by 1
I did the following and it worked out great. I also wanted the Maximum Date for the Current Month. Here is what I my output is. Notice the last date for July which is 24th. I pulled it on 7/24/2017, hence the result
Year Month KPI_Date
2017 4 2017-04-28
2017 5 2017-05-31
2017 6 2017-06-30
2017 7 2017-07-24
SELECT B.Year ,
B.Month ,
MAX(DateField) KPI_Date
FROM Table A
INNER JOIN ( SELECT DISTINCT
YEAR(EOMONTH(DateField)) year ,
MONTH(EOMONTH(DateField)) month
FROM Table
) B ON YEAR(A.DateField) = B.year
AND MONTH(A.DateField) = B.Month
GROUP BY B.Year ,
B.Month
SELECT * FROM YourTableName WHERE anyfilter
AND "DATE" IN (SELECT MAX(NameofDATE_Column) FROM YourTableName WHERE
anyfilter GROUP BY
TO_CHAR(NameofDATE_Column,'MONTH'),TO_CHAR(NameofDATE_Column,'YYYY'));
Note: this answer does apply for Oracle DB
Here's how I just solved this. day_date is the date field, calendar is the table that holds the dates.
SELECT cast(datepart(year, day_date) AS VARCHAR)
+ '-'
+ cast(datepart(month, day_date) AS VARCHAR)
+ '-'
+ cast(max(DATEPART(day, day_date)) AS VARCHAR) 'DATE'
FROM calendar
GROUP BY datepart(year, day_date)
,datepart(month, day_date)
ORDER BY 1
We have Incidents in our system with Start Time and Finish Time and project name (and other info) .
We would like to have report: How many Incidents has 'open' status per month per project.
Open status mean: Not finished.
If incident is created in December 2009 and closed in March 2010, then it should be included in December 2009, January and February of 2010.
Needed structure should be like this:
Project Year Month Count
------- ------ ------- -------
Test 2009 December 2
Test 2010 January 10
Test 2010 February 12
....
In SQL Server:
SELECT
Project,
Year = YEAR(TimeWhenStillOpen),
Month = DATENAME(month, MONTH(TimeWhenStillOpen)),
Count = COUNT(*)
FROM (
SELECT
i.Project,
i.Incident,
TimeWhenStillOpen = DATEADD(month, v.number, i.StartTime)
FROM (
SELECT
Project,
Incident,
StartTime,
FinishTime = ISNULL(FinishTime, GETDATE()),
MonthDiff = DATEDIFF(month, StartTime, ISNULL(FinishTime, GETDATE()))
FROM Incidents
) i
INNER JOIN master..spt_values v ON v.type = 'P'
AND v.number BETWEEN 0 AND MonthDiff - 1
) s
GROUP BY Project, YEAR(TimeWhenStillOpen), MONTH(TimeWhenStillOpen)
ORDER BY Project, YEAR(TimeWhenStillOpen), MONTH(TimeWhenStillOpen)
Briefly, how it works:
The most inner subselect, that works directly on the Incidents table, simply kind of 'normalises' the table (replaces NULL finish times with the current time) and adds a month difference column, MonthDiff. If there can be no NULLs in your case, just remove the ISNULL expression accordingly.
The outer subselect uses MonthDiff to break up the time range into a series of timestamps corresponding to the months where the incident was still open, i.e. the FinishTime month is not included. A system table called master..spt_values is also employed there as a ready-made numbers table.
Lastly, the main select is only left with the task of grouping the data.
A useful technique here is to create either a table of "all" dates (clearly that would be infinite so I mean a sufficiently large range for your purposes) OR create two tables: one of all the months (12 rows) and another of "all" years.
Let's assume you go for the 1st of these:
create table all_dates (d date)
and populate as appropriate. I'm going to define your incident table as follows
create table incident
(
incident_id int not null,
project_id int not null,
start_date date not null,
end_date date null
)
I'm not sure what RDBMS you are using and date functions vary a lot between them so the next bit may need adjusting for your needs.
select
project_id,
datepart(yy, all_dates.d) as "year",
datepart(mm, all_dates.d) as "month",
count(*) as "count"
from
incident,
all_dates
where
incident.start_date <= all_dates.d and
(incident.end_date >= all_dates.d or incident.end_date is null)
group by
project_id,
datepart(yy, all_dates.d) year,
datepart(mm, all_dates.d) month
That is not going to quite work as we want as the counts will be for every day that the incident was open in each month. To fix this we either need to use a subquery or a temporary table and that really depends on the RDBMS...
Another problem with it is that, for open incidents it will show them against all future months in your all_dates table. adding a all_dates.d <= today solves that. Again, different RDBMSs have different methods of giving back now/today/systemtime...
Another approach is to have an all_months rather than all_dates table that just has the date of first of the month in it:
create table all_months (first_of_month date)
select
project_id,
datepart(yy, all_months.first_of_month) as "year",
datepart(mm, all_months.first_of_month) as "month",
count(*) as "count"
from
incident,
all_months
where
incident.start_date <= dateadd(day, -1, dateadd(month, 1, first_of_month)
(incident.end_date >= first_of_month or incident.end_date is null)
group by
project_id,
datepart(yy, all_months.first_of_month),
datepart(mm, all_months.first_of_month)