Trying To Get Daily Totals From Cumulative Totals In A Pivot

Oct 2, 2006

I have been providing sales data for a few months now from a table that is set up like this:

Date WorkDay GasSales EquipmentSales

9/1/2006 1 100.00 200.00

9/4/2006 2 50.00 45.00

etc.

As can be seen, the data is daily, i.e., on the first workday of September we sold one hundred dollars in gas and two hundred dollars in equipment. On the second workday of September we sold fifty dollars in gas and forty-five dollars in equipment.

Now, however, the data I have to pull from is cumulative. So, using the last table as an example it would look like this:

Date_WorkDay_GasSales_EquipmentSales

9/1/2006 1 100.00 200.00

9/4/2006 2 150.00 245.00

etc.

To make things more complicated, the powers that be wanted this data presented in this fashion:

Total Sales:

1_2_etc.

300.00 95.00 etc.

 So, I have been doing a pivot on a CRT to get the data to look like I want. The code is like this:

with SalesCTE (Month, WorkDay, [Total Sales])

as

(

SELECT

datename(month, cag.date),

cag.WorkDay AS [Work Day],

sum(cag.sales_gas + cag.sales_hgs) AS [Total Sales]

FROM CAG INNER JOIN

Branch ON CAG.[Oracle Branch] = Branch.OracleBranch

group by cag.date, cag.WorkDay

)

select * from SalesCTE

pivot

(

sum([Total Sales])

for WorkDay

in ([1],[2],[3],[4],[5],,[7],,[9],[10],[11],[12],[13],[14],[15],[16],[17],[18],[19],[20],[21],[22],[23])

) as p

So, my question is:

How do I get the data to give back daily totals instead of the cumulative amounts for each workday? If the query was a simple one, I'd do something like

select [1] as [Day 1], [2]-[1] as [Day 2], [3]-[2] as [Day 3], etc.

but the query is far from normal, with the CRT and the pivot. I can't seem to get it to work how I'd like.

Any advice/answers? Thanks in advance!!!

 

P.S. I don't know how to get it to quit with the freakin' smileys.... I suppose you can figure out what my code is really supposed to look like above. Needless to say, it doesn't include a devil face and a damn music note...

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Carrying Cumulative Totals Over Months

Apr 11, 2008



I am making a report for a car dealer. Each month a certain number of cars will be placed on the lot and a certain number will be taken off. I want to make a report that will show the inventory levels at any point in time. (I will further refine the report by color, origin, model, etc later.) I am currently listing each car in my inventory table, flagging it with a "removed" flag when it is sold. My flag for adding a car is 1 and removing a car is -1. It's easy enough to sum the table and get the current inventory level but I'm having trouble looking back over time.

Say in January I had 35 cars on the lot. I sold 20 and added 5. In February I sold 9 and added 10. In March I sold 12 and added 5.

I need the report to break every month. But on the break I need to add all the cars in the table minus cars sold. For the January report it should show a total (cars added - sold) in the table. Each month I need to take a new grand total of all cars added minus cars sold up to the end of that month OR cars added that month minus cars sold that month added to the running total from the previous month.

Is there some sort of calculate measure I could stick in my cube that would carry these totals? Or any other ideas?

Thanks.

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How can I return daily running totals for each day:

TABLE:
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1/1/2007 8
1/2/2007 100
1/2/2007 20
1/2/2007 20
1/3/2007 40


example of what I want:
RESULTS:
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1/1/2007 120 120
1/2/2007 140 260
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I want to return a running total value for each seperate day.

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Jan 24, 2007

Hi,

I am trying to display a line chart with cumulative totals over period of 12 months in a fiscal year. I know this can be achieveable in report designer using "Running value function".

Any idea how to achieve the same in Report builder ?

thanks in advance.

Here is the data :

Month Count

July 2

Aug 3

Sept 2



Expected output should be

Month Count

July 2

Aug 5(July count + Aug.Count)

Sept 7(July count + Aug count + Sept Count)

Regards,

bala

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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)))




I have searched high and low for examples of reports that do something similar.

Can anyone offer any advice?

Thanks.

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Hello Experts,

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I use

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...
....
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ORDER BY CONVERT(CHAR(10),LogDate,103)

I would like to have the totals (Sum) of the "Visitors" and "Pages" also for the given month.
I think I have to use a subquery to accomplish that but I can't figure it out. I would appreciate your help.
Thanks,

Deni

www.tabletennis.gr

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Aug 25, 2006

I have a tblTax. It has fields InvoiceNum, TaxAuthority, TaxableTotal,NonTaxableTotal, TaxCollected.Sample data1,county,10.00,0.00,0.401,city,10.00,0.00,0.102,state,0.00,15.00,0.15When totaling invoice 1 should have totals of 10.00,0.00,0.50 becausethe 10.00 is the total for the invoice, but 0.50 is the total taxcollected. I nee these totals in a report. In crystal reports i couldjust do a total on change of invoice number for the Taxable andnonTaxable Totals. but i have to this on an Access adp. I was hoping icould get a query to return something likeinv,auth,Taxable,nonTaxable,Collected,TaxableTot,N onTaxableTot,CollectedTot1,county,10.00,0.00,0.40,10.00,0.00,0.501,city,10.00,0.00,0.10,10.00,0.00,0.502,state,0.00,15.00,0.15,0.00,15.00,0.15I'm not sure how to do a group by that would allow this, although imsure its possible.

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Dec 29, 2006

Hi,Am using robvolks crosstab-procedure to generate a crosstab query.I get this result:Total A B Cjuli 455 1 107 347okt 83 1 9 73aug 612 1 113 498juni 451 1 108 342So I get a total for each month. But I would also like a total of eachletterTotal A B Cjuli 455 1 107 347okt 83 1 9 73aug 612 1 113 498juni 451 1 108 342Total 1601 4 337 1260Is that possible?/jim---call to procedureexecute crosstab 'select DATENAME(month,(theDate)) as '' '', count(*) as'MonthsTotal'' from tblData group byDATENAME(month,(theDate))','count(letter)','letter ','tblData'-----------Robvolks procedure----CREATE PROCEDURE crosstab@select varchar(8000),@sumfunc varchar(100),@pivot varchar(100),@table varchar(100),@where varchar(1000)='1=1'ASDECLARE @sql varchar(8000), @delim varchar(1)SET NOCOUNT ONSET ANSI_WARNINGS OFFSET LANGUAGE DanishEXEC ('SELECT ' + @pivot + ' AS pivot INTO ##pivot FROM ' + @table + ' WHERE1=2')EXEC ('INSERT INTO ##pivot SELECT DISTINCT ' + @pivot + ' FROM ' + @table +' WHERE '+ @where + ' AND ' + @pivot + ' Is Not Null')SELECT @sql='', @sumfunc=stuff(@sumfunc, len(@sumfunc), 1, ' END)' )SELECT @delim=CASE Sign( CharIndex('char', data_type)+CharIndex('date',data_type) )WHEN 0 THEN '' ELSE '''' ENDFROM tempdb.information_schema.columnsWHERE table_name='##pivot' AND column_name='pivot'SELECT @sql=@sql + '''' + convert(varchar(100), pivot) + ''' = ' +stuff(@sumfunc,charindex( '(', @sumfunc )+1, 0, ' CASE ' + @pivot + ' WHEN '+ @delim + convert(varchar(100), pivot) + @delim + ' THEN ' ) + ', ' FROM##pivotDROP TABLE ##pivotSELECT @sql=left(@sql, len(@sql)-1)SELECT @select=stuff(@select, charindex(' FROM ', @select)+1, 0, ', ' + @sql+ ' ')EXEC (@select)SET ANSI_WARNINGS ONGO

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Mar 20, 2008

I'm writing reports that absolutely require page totals for several columns. I don't need a cumulative total for everything in the report, just for the items on the current page. Is this doable in SSRS? If not, is there another reporting package that supports putting data in the header or footer?

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Feb 4, 2008

I have a report, using a table, that is grouped by acct. The acct indicates either revenue or expenses. I have a total in my table that will give me the totals for revenue, and the total for expenses. At the end of the report, in the table footer, I want to add a Surplus/Deficit total, which would be the total revenue - total expenses, but I can't seem to get it right. I tried the following:
=Sum(ReportItems!table1_Group1.Value)
thinking that it would give me the total by the group, but I get the error that an aggregate function can only be used on page header and footer. How do I just get a basic grand total in my report?

Thanks in advance!

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Dec 12, 2006

Below is part of a matrix report. Sooo close, but I have two problems I have not been able to solve. Please help as a I have several similar reports to do.

1. Row totals. I have been able to get a row total by adding a row group (i.e., $849.7 in the first row). However it does not display a group total (i.e., the sum of $849.7 and $371.3 for Economic Development) for that column.

I have not been able to add a static column outside of the dynamic groupings. I thought this might be a resolution by displaying the sum of the Estimated Costs in a static column and hoping it would show the group totals the same as with the dynamic column totals. Is there a way to do this?

2. Sorting. The report needs to display the groups based on the descending total values. I have specified the following sorts on the groups: sum(Fields!Estimated_Cost),"matrix1_Proj_Typ_Group" descending (this is the first column) and sum(Fields!Estimated_Cost),"matrix1_Proj_Typ" descending (this is the second column). Neither sort appears to be work.

















City
County
Federal
Joint

Estimated Cost
% of Total
Estimated Cost
% of Total
Estimated Cost
% of Total
Estimated Cost
% of Total

Economic Development
Business District Development
$849.7
$816.0
66.83%
$27.2
2.23%
$0.0
0.0%
$6.5
0.53%

Industrial Sites & Parks
$371.3
$131.5
10.77%
$190.4
15.59%
$0.0
0.0%
$36.0
2.95%

Total
$947.6
77.61%
$217.6
17.82%
$0.0
0.0%
$42.5
3.48%

Education
K-12 New School Construction
$1,594.7
$223.0
10.05%
$1,363.5
61.43%
$0.0
0.0%
$0.0
0.0%

Non K-12 Education
$37.8
$3.1
0.14%
$33.2
1.5%
$0.0
0.0%
$0.0
0.0%

School System-wide Need
$587.1
$167.2
7.53%
$419.2
18.89%
$0.0
0.0%
$0.0
0.0%

Total
$393.2
17.72%
$1,816.0
81.82%
$0.0
0.0%
$0.0
0.0%

General Government
Other Facilities
$21.3
$17.5
4.3%
$3.9
0.95%
$0.0
0.0%
$0.0
0.0%

Property Acquisition
$8.8
$6.8
1.68%
$2.0
0.49%
$0.0
0.0%
$0.0
0.0%

Public Buildings
$375.5
$294.2
72.54%
$72.0
17.74%
$3.0
0.74%
$6.2
1.52%

Total
$318.5
78.52%
$77.8
19.19%
$3.0
0.74%
$6.2
1.52%





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May 2, 2007

Hi Everyone I have an ADP and I need to create a report that will give me the total number of each item. I need the report to show how many [Violation Type], and the total [Loss] per violation. Can anyone help please








Code Snippet

CREATE TABLE [dbo].[Revised_MainTable] (
[I/RDocument] [ntext] COLLATE SQL_Latin1_General_CP1_CI_AS NULL ,
[IR Number] [nvarchar] (100) COLLATE SQL_Latin1_General_CP1_CI_AS NOT NULL ,
[Date] [datetime] NULL ,
[Inspector] [nvarchar] (50) COLLATE SQL_Latin1_General_CP1_CI_AS NULL ,
[Area] [nvarchar] (50) COLLATE SQL_Latin1_General_CP1_CI_AS NULL ,
[Violation] [nvarchar] (50) COLLATE SQL_Latin1_General_CP1_CI_AS NULL ,
[Violation Type] [nvarchar] (100) COLLATE SQL_Latin1_General_CP1_CI_AS NULL ,
[Loss] [money] NULL ,
[Loss Type] [nvarchar] (50) COLLATE SQL_Latin1_General_CP1_CI_AS NULL ,
[Employee] [ntext] COLLATE SQL_Latin1_General_CP1_CI_AS NULL ,
[Guest] [ntext] COLLATE SQL_Latin1_General_CP1_CI_AS NULL ,
[Action] [nvarchar] (50) COLLATE SQL_Latin1_General_CP1_CI_AS NULL ,
[Action Type] [nvarchar] (50) COLLATE SQL_Latin1_General_CP1_CI_AS NULL ,
[Notes] [ntext] COLLATE SQL_Latin1_General_CP1_CI_AS NULL ,
[Security/GC] [nvarchar] (50) COLLATE SQL_Latin1_General_CP1_CI_AS NULL
) ON [PRIMARY] TEXTIMAGE_ON [PRIMARY]
GO





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I have a matrix that displays the number of employees grouped by their grade and department and business group. At the bottom i have a subtotal cell displaying total like so for each group




Accounts admin assistant engineer
BSG CENBUS 1 0 0

CENFIN 1 1 0
SUB TOTAL 2 1 0
BUILDINGS BIRST1 0 1 1
CHBRS1 0 1 1


SUB TOTAL 0 2 2

what i need is a total of all employees in each grade as well at the bottom of the matrix like so




Accounts admin assistant engineer
BSG CENBUS 1 0 0

CENFIN 1 1 0
SUB TOTAL 2 1 0
BUILDINGS BIRST1 0 1 1
CHBRS1 0 1 1


SUB TOTAL 0 2 2
TOTAL 2 3 2

Is there a way i can add another row below the subtotals that only appears at the bottom and that sums either the subtotals together or the entire columns?

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Nov 15, 2007

Hi,

I have a report which shows data such like this






Date

Description

Debit Amount

Credit Amount

Tax

Balance


31-Dec-9999

CHARGE


197.3600

0.0000

11.8400

11.8400


23-Jun-1992

PAYMENT

12.0000

209.2000

10.0000
12.890



22-Jun-1992

CHARGE

157.3600

0.0000

15.1600

17.8400

I put a detail group on the report for this output.
I wanted to add a summary at the end of the report. which will show me the total according to filter like (if i add group footer it shows sum for all description and only in grouped row but i wanted to show total at the end and only desired groups) Here is an example.
I also had created a calculated filed to calculate totals =IIF( Fields!AccountClass.Value="CHRGE", Fields!SalesTax.Value,0)
it works fine but when i try to "sum" this filed it shows error instead of result.

Tax (for charge) = 17.00
Tax (for payment) = 10.00

i have a lot of descriptions but wanted to show the sum of only given descriptions.

If anyone know about it please inform me. I am new to Sql server reporting.
thanks in advance

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Jan 19, 2007



We are trying to create a report that shows a Week to Date, Month to Date, and Year to Date

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Item Number



I've tried using an if statement (if date = current week, Qty, 0) and then sum the data but I get an error message that reportitems can only be summed in the page header and footer. I've also tried running totals, but it doesn't like the iif statement. Any ideas on how to do this?



Nancy

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Nov 14, 2007



Hi,
Is there a way to display the sum of a group of a field?
I've created a group, but when I put the expression of SUM(Field) in the group footer, it gives me the total of Field for the whole dataset.
Is there a way I can display the just the Totals of the Groups?


so if my data looks like :

a | 1
a | 2
a | 3
b | 4
b | 5

b | 6

I want to display :



a | 1
a | 2
a | 3
Total a | 6
b | 4
b | 5

b | 6

Total b | 15


but instead, when i add the SUM expression into the footer group, I get :

a | 1
a | 2
a | 3
Total a | 21
b | 4
b | 5

b | 6

Total b | 21

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Aug 20, 2007

I have a db that tracks clients, payments, and clients codes. A client can be assigned many codes. In my query I'm asking to see any clients that have two selected codes and also of those show me those that have a sum of payments between 1 and 100000 dollars. The query returnes the clients with the selected codes, but the total payments is multiplied by the number of the codes they have of the ones that I select. In this case 'email group' or 'member'
So if a client had a total of $20,000 dollars in payments and they had both of the codes I selected the sum of payments is returned as $40,000.
Any thoughts are appreciated!
Here is a sample example:
SELECT DISTINCT [Salutation], [Client_ID] AS 'Client ID', SUM([dbo].[vw_ClientTotals].[Total Payments]) AS 'Sum(Total Payments)'FROM [dbo].[All_Constituents]INNER JOIN [dbo].[tblClientCodes] ON [dbo].[tblClientCodes].[Client_ID]=[dbo].[All_Constituents].[Client_ID]INNER JOIN [dbo].[tblClientCodeLookUp] ON [dbo].[tblClientCodeLookUp].[ClientCode_ID]=[dbo].[tblClientCodes].[ClientCodeLookup_ID]INNER JOIN [dbo].[vw_ClientGiftTotals] ON [dbo].[vw_ClientGiftTotals].[Client_ID]=[dbo].[All_Constituents].[Client_ID]WHERE ( ([dbo].[tblClientCodeLookUp].[ClientCode] = 'Member') OR ([dbo].[tblClientCodeLookUp].[ClientCode] = 'Email Groups') )GROUP BY [dbo].[All_Constituents].[Salutation], [dbo].[All_Constituents].[Client_ID]HAVING  (SUM([dbo].[vw_ClientTotals].[TotalPayments]) BETWEEN '1' AND '100000') 

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