February 21, 2008 at 2:12 am
Hi all am having nightmares trying to figure this one out. In the UK our financial year runs from Apr 1st to Mar 31st. I need to create a sales figures report for a financial year for clients from a particular salesperson. The months need to be columns (Apr > Mar) Each row needs to be a client and each cell would be the sum of the invoice totals for that month (0 if none).
I have the following tables:
months
monthid int
realmonthid int
month
(eg 1,4,April)
invoices
invoiceid int
invoicedate datetime
invoicetotal decimal(19,2)
salesperson int
clientid int
clients
clientid int
clientname varchar(150)
I envisage getting all 12 months of my financial year from my months table and summing the invoices from particular clients by the month part of the invoice date. Any help would be grreatly appreciated!
Thanks in advance,
Stephen.
February 21, 2008 at 3:20 am
[EDIT] Lol i see you do not need this 🙂 Sorry about that [/Edit]
Hope this helps you on your way
create table #Month ( [month] varchar(32))
insert into #month ([month])
select '1' [Month]
union all
select '2' [Month]
union all
select '3' [Month]
union all
select '4' [Month]
union all
select '5' [Month]
-- drop table #report
create table #report (id int identity(1,1) not null, salesperson int)
select 'alter table #report add [' + [month] + '] decimal(19,2) default 0' from #month
/*
alter table #report add [1] decimal(19,2) default 0
alter table #report add [2] decimal(19,2) default 0
alter table #report add [3] decimal(19,2) default 0
alter table #report add [4] decimal(19,2) default 0
alter table #report add [5] decimal(19,2) default 0
*/
-- drop table #invoices
create table #invoices (invoiceid int, invoicedate datetime, invoicetotal decimal(19,2), salesperson int, clientid int)
insert into #invoices (invoiceid, invoicedate, invoicetotal, salesperson, clientid)
select 1, cast('2008-1-15' as datetime), 200, 1, 1
union all
select 1, cast('2008-2-15' as datetime), 100, 1, 1
union all
select 1, cast('2008-3-15' as datetime), 150, 1, 1
-- all salespersons you want
insert into #report (salesperson)
select distinct salesperson
from #invoices
where clientid = 1
select 'update r set [' + cast(datepart(month, invoicedate) as varchar(32)) + '] = ''' + cast(sum(invoicetotal) as varchar(32)) + ''' from #report r where salesperson = ' + cast(i.salesperson as varchar(32))
from #invoices i
where i.salesperson in (select salesperson from #invoices)
group by i.salesperson, datepart(month, i.invoicedate)
/*
update r set [1] = '200.00' from #report r where salesperson = 1
update r set [2] = '100.00' from #report r where salesperson = 1
update r set [3] = '150.00' from #report r where salesperson = 1
*/
select * from #report
you have to make a function that executes the strings ( i have added the SQL strings so you can execute them by hand for this example) Its not the complete thing you want but it should get you started on how you can do it 🙂
February 21, 2008 at 3:42 am
Hi many thanks for that reply - it's gone completely over my head though I'm afraid 🙁 I've never used functions.
When I was developing this app I pretty much knew I'd hit a brick wall when it came to this report 🙁 I thought that having a months table may help with SSRS creating a matrix.
Is there not just a way I can select every month from my months table and for each month a list of clients with invoices in that month being summed?
Thanks,
Stephen.
February 21, 2008 at 3:52 am
In my first example it will come up with the months as columsn
truncate table #invoices
insert into #invoices (invoiceid, invoicedate, invoicetotal, salesperson, clientid)
select 1, cast('2008-1-15' as datetime), 200, 1, 1
union all
select 1, cast('2008-2-15' as datetime), 100, 1, 1
union all
select 1, cast('2008-3-15' as datetime), 150, 1, 1
union all
select 2, cast('2008-1-15' as datetime), 1200, 2, 1
union all
select 2, cast('2008-2-15' as datetime), 1100, 2, 1
union all
select 2, cast('2008-3-15' as datetime), 1150, 2, 1
select salespersons.salesperson, #month.[month], sum(i.invoicetotal) totaal
from #month, (select distinct salesperson
from #invoices) salespersons, #invoices i
where i.salesperson = salespersons.salesperson
and #month.[month] = datepart(month, i.invoicedate)
group by salespersons.salesperson, #month.[month]
if you use the same tables and execute this query it will come up with month / salesperson / sum(invoices) per salesperson and month... I am not familiar with SSRS so i cannot help you with that.
February 21, 2008 at 4:12 am
No probs 🙂 Have pretty much given up and gone back to manually creating the report in excel!
Thanks anyway!
Stephen 🙂
February 21, 2008 at 4:53 am
Hi - just had a brainwave - I'm nearly there I *think*
I have added a months table with monthid, realmonthid, monthname. April being the first month of the financial year, it would have monthid 1, realmonthid 4. I join this table to the invoices table on the month part of the invoice date. I set the datefrom and dateto to the beginning and end of the financial year in question. Am I completely off the mark here? I have the following query now:
SELECT
months.monthid,
months.month,
months.realmonthid,
SUM(invoices.cinvoicesubtotal) AS Total,
clients.clientname,
invoices.invoicedate
FROM
months
INNER JOIN
invoices ON months.realmonthid = MONTH(invoices.invoicedate)
INNER JOIN
clients ON invoices.clientid = clients.clientid
WHERE invoices.invoicedate BETWEEN '01-apr-2007' AND '31-mar-2008'
GROUP BY
months.monthid,
months.month,
months.realmonthid,
clients.clientname,
invoices.invoicedate
ORDER BY months.monthid
This works but only brings up the months where invoices have been placed - how would I get all of the other months to display properly?
February 21, 2008 at 4:56 am
left outer join on the months table should work... This looks familiar 😛
February 21, 2008 at 5:32 am
lol sorry I'm not too hot on SQL and as soon as I saw temp tables and functions my eyes glazed over...
I have:
SELECT
months.monthid,
months.month,
months.realmonthid,
SUM(invoices.cinvoicesubtotal) AS Total,
clients.clientname,
invoices.invoicedate
FROM
months
LEFT OUTER JOIN
invoices ON months.realmonthid = MONTH(invoices.invoicedate)
INNER JOIN
clients ON invoices.clientid = clients.clientid
WHERE invoices.invoicedate BETWEEN '01-apr-2007' AND '31-mar-2008'
GROUP BY
months.monthid,
months.month,
months.realmonthid,
clients.clientname,
invoices.invoicedate
ORDER BY months.monthid
But still only showing the months with invoices - I definitely need some kind of refresher course! 🙁
February 21, 2008 at 5:41 am
In a left outer join all values not avalable will become null and you are trying an inner join on the client table with a null value. That is why the rows are missing... add a left outer join on the client table..
Also if you use sum(isnull(invoice.total, 0)) it will be 0 in stead of null in the outer join rows 🙂
February 21, 2008 at 6:32 am
Hi Thanks again for the reply - I now have the following:
SELECT
months.monthid,
months.month,
months.realmonthid,
isnull(SUM(invoices.cinvoicesubtotal),0) AS Total,
isnull(clients.clientname,'')
FROM
months
LEFT OUTER JOIN
invoices ON months.realmonthid = MONTH(invoices.invoicedate)
LEFT OUTER JOIN
clients ON invoices.clientid = clients.clientid
WHERE invoices.invoicedate BETWEEN '01-apr-2007' AND '31-mar-2008'
GROUP BY
months.monthid,
months.month,
months.realmonthid,
clients.clientname,
invoices.invoicedate
ORDER BY months.monthid
Unfortunately I'm still only being presented with the months with invoices in them 🙁
February 21, 2008 at 6:44 am
On a side note - if I remove the Where clause, I get all of the months with blank values for clientname and total.
February 21, 2008 at 6:46 am
If I change the where clause to:
WHERE
invoices.invoicedate BETWEEN '01-apr-2007' AND '31-mar-2008'
or invoices.invoicedate is null
It works 🙂
February 21, 2008 at 9:45 am
stevecurrey (2/21/2008)
Hi Thanks again for the reply - I now have the following:SELECT
months.monthid,
months.month,
months.realmonthid,
isnull(SUM(invoices.cinvoicesubtotal),0) AS Total,
isnull(clients.clientname,'')
FROM
months
LEFT OUTER JOIN
invoices ON months.realmonthid = MONTH(invoices.invoicedate)
LEFT OUTER JOIN
clients ON invoices.clientid = clients.clientid
WHERE invoices.invoicedate BETWEEN '01-apr-2007' AND '31-mar-2008'
GROUP BY
months.monthid,
months.month,
months.realmonthid,
clients.clientname,
invoices.invoicedate
ORDER BY months.monthid
Unfortunately I'm still only being presented with the months with invoices in them 🙁
It's still the same issue though. Your WHERE clause (because it doesn't "allow" for the fact that invoicedate might be null) tells the Optimizer to turn that OUTER join into an INNER JOIN.
If you were to make it
WHERE invoices.invoicedate BETWEEN '01-apr-2007' AND '31-mar-2008'
Or invoices.invoicedate is Null
I think you will get better results, even with months with no invoices.
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Your lack of planning does not constitute an emergency on my part...unless you're my manager...or a director and above...or a really loud-spoken end-user..All right - what was my emergency again?
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