12 Month Rolling Data

Oct 3, 2007

Hi All,
I wanna pull a 12 month rolling data and donno how to do that, can anybody help ?
Problem:
lets say if i run the query today i should get data between oct-3-2006 and oct-3-2007, my main colums is monthyear which is date datatype.
Appreciate your help.
Thanks
Chinna

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We have an inventory of devices we service and wish to show the total numbers of active devices per month going 12 months back. How would I go about this?

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Feb 12, 2007

Hi,

trying to develop a report that shows the sum total for each month during a specified date range.

I have parameters asking for the start date and end date of the date range, the report needs to show the months in between this date range.

One of the fields in the dataset is durationminutes which I need to sum for each month then divide by 60 to show hours. I then need to show the total of each month in a bar graph (with each month along the x axis).

If anyone can shed some light on how I am going to do this it would be greatly appreciated.

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how to return the 3 month rolling average count per username? This means, that if jan = 4, feb = 5, mar = 5, then 3 month rolling average will be 7 in April. And if apr = 6, the May rolling average will be 8.

Columns are four:

username, current_tenure, move_in_date, and count.

DDL (create script generated by SSMS from sample table I created, which is why the move_in_date is in hex form. When run it's converted to date. Total size of table 22 rows, 4 columns.)

CREATE TABLE [dbo].[countHistory](
[username] [varchar](50) NULL,
[current_tenure] [int] NULL,
[move_in_date] [smalldatetime] NULL,
[Cnt_Lead_id] [int] NULL
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GO
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[code]....

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Pls Help W/ A Query To Return Running Balances From The Previous Rolling 3 Month Period.

Oct 18, 2007

Please refer to this table in this discussion:






Charges

Date


1

1/1/07


2

2/1/07


3

3/1/07


4

4/1/07


5

5/1/07


6

6/1/07


7

7/1/07


8

8/1/07


9

9/1/07


10

10/1/07


11

11/1/07


12

12/1/07
What i'm trying to do is return a result with total charges from 3 months previous based on a date parameter or just as a whole for that matter. For example:

If my date parameter is 6/14/07, i'd like my total charges to be 15 (6+5+4).
If my date parameter is 7/10/07, the charges would be 18 (7+6+5)

I hope that makes sense of where i'm going with this. I've played with this using the "Guru's Guide" solution by Ken Henderson, but still to no avail yet. Here's his code syntax:





Code Block

SELECT a.DayCount, a.Sales, SUM(b.Sales)
FROM Sales a CROSS JOIN Sales b
WHERE (b.DayCount <= a.DayCount) AS RunningTotal
GROUP BY a.DayCount,a.Sales
ORDER BY a.DayCount,a.Sales
Here is the result set i'm looking for:






Charges

Date


1

1/1/07


2

2/1/07


6

3/1/07


9

4/1/07


12

5/1/07


15

6/1/07


18

7/1/07


21

8/1/07


24

9/1/07


27

10/1/07


30

11/1/07


33

12/1/07
Each date's charges are a culmination of 3 months worth of charges.

Any help would be greatly appreciated. I'll be trying to figure this one out concurrently and if i do, i'll post back!

Thanks in advance!

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I want to show 0 amount for rest of the name in case of September. For e.g. if rest of the Resources does not appear in cost table they should appear 0 in amount

My Desired output

My current query

SELECT
RG.Id AS Id,
RG.Name AS Name,
ISNULL(SUM(AC.Amount), 0) AS Amount,
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Most of the data is in one table. 

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RSP RSP RSP RSP
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AMERICAN ESCROW & CL//AECC $2,650 4 $0 0 $3,720 8 $0 0 $2,339 4 $0 0 $2,460 2 $0 0
American Internation//AIRCO $9,131 30 $2,340 9 $10,927 35 $2,340 9 $9,142 31 $2,600 10 $18,406 54 $3,900 15
American Internation//AIR $20,611 63 $1,820 8 $23,892 75 $1,040 4 $35,038 111 $3,120 12 $3,778 16 $1,560 6
American Internation//Ab $64,248 206 $6,240 24 $59,800 187 $5,200 20 $87,115 264

I did something similar doing just record counts but this is far more complicated. I'm at a loss that this is even possible.

 SUM(CASE datepart(month, tbFile.openedDate) WHEN 1 THEN 1 ELSE 0 END) AS 'January', 

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Oct 12, 2007



I have a result set that looks like this:





Code Block







Quarter

Year

EstimatedValue

ClosePercent

EstimatedCloseDate


4

2007

100000

50

12/31/07 5:00 AM


4

2007

20000

50

11/30/07 5:00 AM


4

2007

20000

90

10/30/07 5:00 AM


1

2008

278000

50

3/31/08 5:00 AM


4

2007

200000

50

11/30/07 5:00 AM


4

2007

225000

90

10/31/07 5:00 AM


4

2007

36500

90

10/31/07 5:00 AM


4

2007

80000

90

10/31/07 5:00 AM


4

2007

107200

90

10/31/07 5:00 AM


4

2007

225000

75

12/31/07 5:00 AM


4

2007

35000

50

12/31/07 5:00 AM




I have create a simple tabular rolling forecast report (with cumulative totals) from today (October) thru the next 12 months that looks like this. It smartly works no matter when the report is generated, by starting with this CurrentMonth and moving forward by using 1,2,3,4,etc. in the dateadd: =MonthName(datepart("m",dateadd("m",1,Now())))

The report sample (formatting lost in dropping it in here):




Code Block
















Close Pct
October
November
December
January
February

25.%
$0
$0
$26,625
$0
$0

50.%
$237,500
$110,000
$262,500
$0
$0

75.%
$56,250
$0
$891,075
$0
$0

90.%
$1,051,830
$0
$0
$0
$0

Monthly Total
$1,345,580
$110,000
$1,180,200
$0
$0

Cumulative Total
$1,345,580
$1,455,580
$2,635,780
$2,635,780
$2,635,780





It is working fine....there doesn't seem to be anything wrong with it (all numbers total correctly, etc.), but it is very unelegant.....and I know there must be a better way.

In the righthand most month (which would be September 2008) column, I have a formula that produces the amount (the Monthly Total amount is the same):




Code Block=sum(iif(datepart("m",dateadd("m",11,Now()))=datepart("m",Fields!EstimatedCloseDate.Value),Cdec(Fields!estimatedvalue.Value*Fields!ClosePct.Value*.01),cdec(0)))




and for the Cumulative Total Amount it gets really hideous, as it is trying to add up all of the totals across the board:




Code Block
=sum(iif(datepart("m",dateadd("m",0,Now()))=datepart("m",Fields!EstimatedCloseDate.Value),Cdec(Fields!estimatedvalue.Value*Fields!ClosePct.Value*.01),cdec(0))+iif(datepart("m",dateadd("m",1,Now()))=datepart("m",Fields!EstimatedCloseDate.Value),Cdec(Fields!estimatedvalue.Value*Fields!ClosePct.Value*.01),cdec(0))+iif(datepart("m",dateadd("m",2,Now()))=datepart("m",Fields!EstimatedCloseDate.Value),Cdec(Fields!estimatedvalue.Value*Fields!ClosePct.Value*.01),cdec(0))+iif(datepart("m",dateadd("m",3,Now()))=datepart("m",Fields!EstimatedCloseDate.Value),Cdec(Fields!estimatedvalue.Value*Fields!ClosePct.Value*.01),cdec(0))+iif(datepart("m",dateadd("m",4,Now()))=datepart("m",Fields!EstimatedCloseDate.Value),Cdec(Fields!estimatedvalue.Value*Fields!ClosePct.Value*.01),cdec(0))+iif(datepart("m",dateadd("m",5,Now()))=datepart("m",Fields!EstimatedCloseDate.Value),Cdec(Fields!estimatedvalue.Value*Fields!ClosePct.Value*.01),cdec(0))+iif(datepart("m",dateadd("m",6,Now()))=datepart("m",Fields!EstimatedCloseDate.Value),Cdec(Fields!estimatedvalue.Value*Fields!ClosePct.Value*.01),cdec(0))+iif(datepart("m",dateadd("m",7,Now()))=datepart("m",Fields!EstimatedCloseDate.Value),Cdec(Fields!estimatedvalue.Value*Fields!ClosePct.Value*.01),cdec(0))+iif(datepart("m",dateadd("m",8,Now()))=datepart("m",Fields!EstimatedCloseDate.Value),Cdec(Fields!estimatedvalue.Value*Fields!ClosePct.Value*.01),cdec(0))+iif(datepart("m",dateadd("m",9,Now()))=datepart("m",Fields!EstimatedCloseDate.Value),Cdec(Fields!estimatedvalue.Value*Fields!ClosePct.Value*.01),cdec(0))+iif(datepart("m",dateadd("m",10,Now()))=datepart("m",Fields!EstimatedCloseDate.Value),Cdec(Fields!estimatedvalue.Value*Fields!ClosePct.Value*.01),cdec(0))+iif(datepart("m",dateadd("m",11,Now()))=datepart("m",Fields!EstimatedCloseDate.Value),Cdec(Fields!estimatedvalue.Value*Fields!ClosePct.Value*.01),cdec(0)))




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Hi,


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