Inserting A Record For Each Separate Aggregate (solved)

Jul 23, 2005

Hi,

As I wrote my message the solution came to me, so I thought I would
post anyway for others to see in case it was useful:

Here is some sample DDL for this question:

CREATE TABLE Source (
my_value INT NOT NULL )
GO
INSERT INTO Source VALUES (1)
INSERT INTO Source VALUES (2)
INSERT INTO Source VALUES (3)
GO
CREATE TABLE Destination (
value_type VARCHAR(10) NOT NULL,
value INT )
GO

I would like to fill the destination with a row for the COUNT, SUM,
MIN, and MAX. My own problem is of course much more complex than this,
but this is the basic stumbling block for me now. So, the rows that I
would expect to see in Destination are:

value_type value
---------- -----
COUNT 3
SUM 6
MIN 1
MAX 3

The solution that I came up with was to add a Value_Types table:

CREATE TABLE Value_Types (
value_type VARCHAR(10) NOT NULL )
GO
INSERT INTO Value_Types VALUES ('COUNT')
INSERT INTO Value_Types VALUES ('SUM')
INSERT INTO Value_Types VALUES ('MAX')
INSERT INTO Value_Types VALUES ('MIN')
GO

Now the SQL is pretty simple:

SELECT V.value_type,
CASE V.value_type
WHEN 'COUNT' THEN COUNT(*)
WHEN 'SUM' THEN SUM(S.my_value)
WHEN 'MAX' THEN MAX(S.my_value)
WHEN 'MIN' THEN MIN(S.my_value)
END
FROM Source S
INNER JOIN Value_Types V ON 1=1

-Tom.

P.S. - I know that I did not include primary or foreign keys in my DDL.
I'll leave it as an excercise to the reader to figure those out. I
think the code adequately explains the concept.

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SQL Server 2012 :: Using CTE To Aggregate Separate Tables?

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I am trying to tie together tables that show quantities of a product committed to an order and quantities on hand by a location.

My end result should look like the below example.

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Prod1 NJ 10 10
Prod1 NY 10 0
Prod1 FL 0 0
Prod1 PA 0 0

So I can see I have 10 items in NJ On Hand and Committed to an order. 10 available in NY but not on an order. Then the other two locations have no quantities.

Below is the CTE but it produces inaccurate results. I've tried running it several different ways by playing with the grouping but have no luck thus far.

--create the temp table
Create table #SalesLine
(
Novarchar (50) not null
, LocationCodevarchar (50) not null
, QtyCommitint not null
)
create table #ItemLedgerEntry

[code]....

I am close to the desired results but can't find a way.

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Hello,
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Code Block


Hi,

I'm working on a database for a financial client and part of what i need to do is calculate a value from two separate rows in the same table and insert the result in the same table as a new row. I have a way of doing so but i consider it to be extremely inelegant and i'm hoping there's a better way of doing it. A description of the existing database schema (which i have control over) will help in explaining the problem:

Table Name: metrics_ladder

id security_id metric_id value
1 3 80 125.45
2 3 81 548.45
3 3 82 145.14
4 3 83 123.32
6 4 80 453.75
7 4 81 234.23
8 4 82 675.42
.
.
.

Table Name: metric_details

id metric_id metric_type_id metric_name
1 80 2 Fiscal Enterprise Value Historic Year 1
2 81 2 Fiscal Enterprise Value Current Fiscal Year
3 82 2 Fiscal Enterprise value Forward Fiscal year 1
4 83 2 Fiscal Enterprise Value Forward Fiscal Year 2
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6 102 3 Calendar Enterprise Value Current Fiscal Year
5 103 3 Calendar Enterprise value Forward Year 1
6 104 3 Calendar Enterprise Value Forward Year 2

Table Name: metric_type_details

id metric_type_id metric_type_name
1 1 Raw
2 2 Fiscal
3 3 Calendar
4 4 Calculated

The problem scenario is the following: Because a certain number of the securities have a fiscal year end that is different to the calendar end in addition to having fiscal data (such as fiscal enterprise value and fiscal earnings etc...) for each security i also need to store calendarised data. What this means is that if security with security_id = 3 has a fiscal year end of October then using rows with ids = 1, 2, 3 and 4 from the metrics_ladder table i need to calculate metrics with metric_id = 83, 84, 85 and 86 (as described in the metric_details table) and insert the following 4 new records into metrics_ladder:

id security_id metric_id value
1 3 101 <calculated value>
2 3 102 <calculated value>
3 3 103 <calculated value>
4 3 104 <calculated value>

Metric with metric_id = 101 (Calendar Enterprise value Historic Year 1) will be calculated by taking 10/12 of the value for metric_id 80 plus 2/12 of the value for metric_id 81.

Similarly, metric_id 102 will be equal to 10/12 of the value for metric_id 81 plus 2/12 of the value for metric_id 82,

metric_id 103 will be equal to 10/12 of the value for metric_id 82 plus 2/12 of the value for metric_id 83 and finally

metric_id 104 will be NULL (determined by business requirements as there is no data for forward year 3 to use).

As i could think of no better way of doing this (and hence the reason for this thread) I am currently achieving this by pivoting the relevant data from the metrics_ladder so that the required data for each security is in one row, storing the result in a new column then unpivoting again to store the result in the metrics_ladder table. So the above data in nmetrics_ladder becomes:

security_id 80 81 82 83 101 102
----------- -- -- -- -- -- --
3 125.45 548.45 145.14 123.32 <calculated value> <calculated value>
4 ...
.
.
.

which is then unpivoted.

The SQL that achieves this is more or less as follows:

*********
START SQL
*********

declare @calendar_averages table (security_id int, [101] decimal(38,19), [102] decimal(38,19), [103] decimal(38,19), [104] decimal(38,19),etc...)


-- Dummy year variable to make it easier to use MONTH() function
-- to convert 3 letter month to number. i.e. JAN -> 1, DEC -> 12 etc...
DECLARE @DUMMY_YEAR VARCHAR(4)
SET @DUMMY_YEAR = 1900;

with temp(security_id, metric_id, value)
as
(
select ml.security_id, ml.metric_id, ml.value
from metrics_ladder ml
where ml.metric_id in (80,81,82,83,84,85,86,87,88,etc...)
-- only consider securities with fiscal year end not equal to december
and ml.security_id in (select security_id from company_details where fiscal_year_end <> 'dec')
)
insert into @calendar_averages
select temppivot.security_id
-- Net Income
,(CONVERT(DECIMAL, MONTH(cd.fiscal_year_end + @DUMMY_YEAR))/12*[80])
+((12 - CONVERT(DECIMAL, MONTH(cd.fiscal_year_end + @DUMMY_YEAR)))/12*[81]) as [101]
,(CONVERT(DECIMAL, MONTH(cd.fiscal_year_end + @DUMMY_YEAR))/12*[81])
+((12 - CONVERT(DECIMAL, MONTH(cd.fiscal_year_end + @DUMMY_YEAR)))/12*[82]) as [102]
,(CONVERT(DECIMAL, MONTH(cd.fiscal_year_end + @DUMMY_YEAR))/12*[82])
+((12 - CONVERT(DECIMAL, MONTH(cd.fiscal_year_end + @DUMMY_YEAR)))/12*[83]) as [103]
,NULL as [104]
-- Share Holders Equity
,(CONVERT(DECIMAL, MONTH(cd.fiscal_year_end + @DUMMY_YEAR))/12*[84])
+((12 - CONVERT(DECIMAL, MONTH(cd.fiscal_year_end + @DUMMY_YEAR)))/12*[85]) as [105]
,(CONVERT(DECIMAL, MONTH(cd.fiscal_year_end + @DUMMY_YEAR))/12*[85])
+((12 - CONVERT(DECIMAL, MONTH(cd.fiscal_year_end + @DUMMY_YEAR)))/12*[86]) as [106]
,(CONVERT(DECIMAL, MONTH(cd.fiscal_year_end + @DUMMY_YEAR))/12*[86])
+((12 - CONVERT(DECIMAL, MONTH(cd.fiscal_year_end + @DUMMY_YEAR)))/12*[87]) as [107]
,NULL as [108]
-- Capex
-- Sales
-- Accounts payable
etc...
..
..
from temp
pivot
(
sum(value)
for metric_id in ([80],[81],[82],[83],[84],[85],[86],[87],[88],etc...)
) as temppivot
inner join company_details cd on temppivot.security_id = cd.security_id

*********
END SQL
*********

The result then needs to be unpivoted and stored in metrics_ladder.

And FINALLY, the question! Is there a more elegant way of achieving this??? I have complete control over the database schema so if creating mapping tables or anything along those lines would help it is possible. Also, is SQL not really suited for such operations and would it therefore be better done in C#/VB.NET.

Many thanks (if you've read this far!)

M.

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objCommand.Connection.Open()
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dAdapt1.SelectCommand = New SqlClient.SqlCommand(query, objCommand.Connection)
'dataset
dsT = New DataSet("Trainee Listings")
dAdapt1.Fill(dsT, "Employees")
End Sub
Private Sub BindData()
connect()
DataBind()
End Sub
Protected Sub submitButton_Click(ByVal sender As Object, ByVal e As System.EventArgs) Handles submitButton.Click
Dim empID As Integer = CType(FindControl("TextBox8"), TextBox).Text
BindData()
Dim firstName As String = CType(FindControl("TextBox1"), TextBox).Text
BindData()
Dim lastName As String = CType(FindControl("TextBox2"), TextBox).Text
BindData()
Dim location As String = CType(FindControl("TextBox3"), TextBox).Text
BindData()
Dim termDate As Date = CType(FindControl("TextBox4"), TextBox).Text
BindData()
Dim hireDate As Date = CType(FindControl("TextBox7"), TextBox).Text
BindData()
Dim dept As String = CType(FindControl("TextBox5"), TextBox).Text
BindData()
Dim super As String = CType(FindControl("TextBox6"), TextBox).Text
BindData()
Dim newRow As DataRow = dsT.Tables("Employees").NewRow
newRow.BeginEdit()
newRow.Item(0) = empID
newRow.Item(1) = firstName
newRow.Item(2) = lastName
newRow.Item(3) = location
newRow.Item(4) = hireDate
newRow.Item(5) = termDate
newRow.Item(6) = dept
newRow.Item(7) = super
newRow.EndEdit()
 
'do the update
Dim insertStr As String = "INSERT INTO Employees" + _
"(EmployeeID,FirstName,LatName,Location,HireDate,TerminationDate,Supervisor)" + _
"VALUES (empID,firstName,lastName,location,hireDate,termDate,dept,super)"
Dim insertCmd As SqlClient.SqlCommand = New SqlClient.SqlCommand(insertStr, objCommand.Connection)
dAdapt1.InsertCommand() = insertCmd
 
dAdapt1.Update(dsT, "Employees")
'Dim insertCmd As new SqlClient.SqlCommand = (builderT.GetInsertCommand()).ToString())
'dAdapt1.InsertCommand = New SqlClient.SqlCommand(insertCmd.ToString(), objCommand.Connection)
BindData()
objCommand.Connection.Close()
objCommand.Connection.Dispose()
End Sub
 
im not sure wats going wrong because the record is not being added. Please help!!

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