Variables And Grouping - Calculate Net Sales And Margin Percentage For Each Month Of Current Year
Mar 11, 2014
I need to calculate “NET_SALES” and “MARGIN_PERCENT” for each month of the current year … the following returns the same values for each month in the list, which are for the current month. Taking out the GROUP BY line works fine for an overall number.
I have the following script that calculates Sales by month and current year.
We run a Fiscal year from April 1st thru March 31st.
So April 2012 sales are considered Fiscal Year 2013.
Is there a way I can alter this script to get Fiscal Year Totals?
select ClassificationId, YEAR(inv_dt) as Year, cus_no, isnull(sum(case when month(inv_dt) = 4 then salesamt end),0) as 'Apr', isnull(sum(case when month(inv_dt) = 5 then salesamt end),0) as 'May', isnull(sum(case when month(inv_dt) = 6 then salesamt end),0) as 'Jun', isnull(sum(case when month(inv_dt) = 7 then salesamt end),0) as 'Jul',
[Code] ....
Data returned looks like the following.
ClassificationID Year Cus_no Apr May June .... 100 2012 100 $23 $30 $400 100 2013 100 $40 $45 $600
What I would need is anything greater than or equal to April to show in the next years row.
I'm trying to create a WHERE statement that will calculate values from our current fiscal year to the last complete month.I'm using code that was created for us that does the calculations for our entire fiscal years. I thought I had fixed the WHERE statement to work like we wanted last year, but it appears to be broken now after trying it again in January and February. I'm guessing my WHERE statement only works for March and up, but how to get it to work for every month. Most attempts I'm trying it's just returning very large and inaccurate values.
I included my WHERE statement below of what I originally had that worked last year. The @BeginYear/Month/etc are retrieved from a different table and @Month is just set to MONTH(GETDATE())-1.
WHERE (YEAR(SA3.DocumentDate)=@BeginYear AND MONTH(SA3.DocumentDate)>=@BeginMonth AND MONTH(SA3.DocumentDate)<=@Month) OR (YEAR(SA3.DocumentDate)=@EndYear AND MONTH(SA3.DocumentDate)<=@EndMonth AND MONTH(SA3.DocumentDate)>=@Month)
table A-NewParts PartNumber Description LaunchDate a123 product a 4/1/2009
[code].....
I want to get end result as sales for each new product for a rolling period from Launch date as year1 sales,year2 sales...and so on which I got through case statements.I am stuck on how to get the total Sales for all products (including new products) in the same rolling period based on the different launch dates for each new product.
PartNumber Description LaunchDate Yr1 Sales Total Yr1 Sales Yr2 Sales Total Yr2 Sales a123
i have some classes that I want to group by month/year (note:i dont need the day of the month) how do i wirte my sql so it only gives me the dictinct groups month/year of the classes I have so that it comes out like so.. 11/2006 12/2006 1/2007 3/2007 i try with my sql below but i cant get the groups th come out in order. i dont think it sees it as a date value. dbo.classgiven.classdate date of the class.thank you all SELECT DISTINCT { fn MONTH(dbo.classgiven.classdate) } " + "/" + "{ fn YEAR(dbo.classgiven.classdate) } AS monthyear,{ fn MONTH(dbo.classgiven.classdate) } AS monthcode FROM dbo.classT INNER JOIN dbo.classgiven ON dbo.classT.classcode = dbo.classgiven.classcode WHERE (dbo.classT.discount = '-1') AND (dbo.classT.coned IS NOT NULL)", conNorthwind )
I am writing a usage query, I need to determine what the current month and year is. If the current month is 1, then I need Year-1. I keep getting this error Line 5: Incorrect syntax near '='. If I comment out the case statement just evaluate the (YEAR(User_Date) = YEAR(DATEADD(yy, - 1, GETDATE())))or (YEAR(User_Date) = YEAR(GETDATE())) by itself, the query works. What I am missing? Anybody?1 SELECT CONVERT(char(10), User_Date, 101) AS userdate, COUNT(*) AS CNT, User_Name2 FROM Users3 WHERE (User_Name = 'Joe Bob') AND (MONTH(User_Date) = MONTH(DATEADD(mm, - 1, GETDATE()))) AND 4 case MONTH(User_Date) when 1 then 5 (YEAR(User_Date) = YEAR(DATEADD(yy, - 1, GETDATE())))6 else (YEAR(User_Date) = YEAR(GETDATE()))7 END8 GROUP BY CONVERT(char(10), User_Date, 101), User_Name9 ORDER BY CONVERT(char(10), User_Date, 101), User_Name
What's the best way to calculate a customers age and value by month and year?
I need to be able to calculate customer value by month and year, and then to calculate their age at each month in time. I've found a way of grouping sales by month and year that includes age for a particular contact like this:
select fh.contact_number , concat(year(fh.transaction_date), '-', month(fh.transaction_date)) as transaction_month_year , cast(fh.transaction_date as date) as transaction_date , sum(fh.amount) as ttl_amount_in_month
[Code] .....
It seems to work, but any better way to achieve this?
Below is the code. It gives 2 errors. 1 @StartDate must be defined (it is a report parameter) 2 I cannot seem to get this to create a 5 character field (yy/mm) so I can group count results by this field (Along with all the other queried field) Help will be appreciated. DECLARE @t TABLE (Owner nvarchar(5), cdate nvarchar(7), status nvarchar(10), jtype nvarchar(5)) DECLARE @sowners nvarchar(5) DECLARE @mydate datetime DECLARE @sstatus nvarchar(10) DECLARE @sjtype nvarchar(5) DECLARE @chardate nvarchar(7) DECLARE @Jmonth Int DECLARE @Jyear Int DECLARE @Jcharyear nvarchar(4) DECLARE @Jcharmonth Nvarchar(2) DECLARE jobcur CURSOR FAST_FORWARD READ_ONLY FOR SELECT Owners, createdate, UserField2, Jobtype FROM Requirements WHERE (((Owners IS NOT NULL) AND (Owners <> 'Par')) AND (CreateDate >= @StartDate)) OPEN JobCur FETCH NEXT FROM JobCur INTO @sowners, @mydate, @sstatus, @sjtype WHILE @@FETCH_STATUS = 0 BEGIN SET @Jyear = (Year(@mydate)) SET @Jmonth = (Month(@mydate)) SET @Jcharyear = CAST(@Jyear,4) SET @Jcharmonth = CAST(@Jmonth,2) IF Len(Jcharmonth) = 1 BEGIN SET Jcharmonth = '0' + Jcharmonth END IF @Jmonth >= 10 BEGIN SET @chardate = @Jyear + '/' + @Jmonth END IF @Jmonth < 10 BEGIN SET @chardate = @Jyear + '/0' + @Jmonth END INSERT INTO @t (Owner, cdate, status, jtype) VALUES (@sowners,@chardate,@sstatus,@sjtype) FETCH NEXT FROM jobcur INTO @sowners, @mydate, @sstatus, @sjtype END CLOSE jobcur DEALLOCATE jobcur BEGIN SELECT * FROM @t END
I am trying to use one dataset rather than two and was hoping to then filter the data via a table or matrix.
This is my dataset
SELECT Practice.ibvStaffCategorisation.StaffId ,SUM(Practice.ibvStaffTotalsCL2Y.ChargeableMinutes) AS Sum_ChargeableMinutes ,SUM(Practice.ibvStaffTotalsCL2Y.NonChargeableMinutes) AS Sum_NonChargeableMinutes ,SUM(Practice.ibvStaffTotalsCL2Y.ChargeableAmount) AS Sum_ChargeableAmount ,SUM(Practice.ibvStaffTotalsCL2Y.NonChargeableAmount) AS Sum_NonChargeableAmount ,Practice.ibvStaffTotalsCL2Y.Period
[code]....
I would like to display two rows of data for each StaffId one representing the current period and the other all periods to date so the table would look something like below.
The above shows two separate StaffId figures the first line for each shows non chargeable and chargeable for the current period and the second line a total of all periods in that year.
I have managed to get the first row to display only figures from the current period by using a filter however it also applies the same filter to the second row in the group. I have also tried to group the rows but am drawing a blank.
How to show the CurrentMonthanddateandyear in my report header in ssrs?
1.How to show the currentdateandMonthyear exmple date format like June 29 2015 on my report header.
2.How to change the report rdl name with the same name like EmpUpdatedreportJune 29 2015.rdl ,it is possible to create and change the rdl file name with the current dateandmonth.
I want to calculate the sum of actual sales until a date and forecast sales after a date.I am not sure what the best approach to this problem is, but I have tried my best with the following approach. Any better ways to solve this (using DAX).
I have created a parameter table that offers the last date of each month as possible choices to the user. I have tried to create a measure that sums actual sales up until this date.
Does anyone know of a way to use a funtion for returning records based on fiscal reporting periods like Quickbooks uses for example "This Month", "Last Month", "This Quarter", "Last Quarter", "This Year", "Last Year". While I realize that I can create a very long date time parsing routine for this but it is not very elegant or useful. I thought there might be a way to do this already with an existing function.I have created a stored procedure that I pass a @ViewRange Parameter to and it returns the records that I want but I need this ability in several procedures and wanted to turn it into a stored procedure.IF @ViewRange = 'This Month' SELECT TOP 20 Customer.LastName AS Customer, SUM(Sales.AmtCharge) AS Amount FROM Customer INNER JOIN Sales ON Customer.CustNo = Sales.CustNo WHERE (MONTH(Sales.InvDate) = MONTH(CURRENT_TIMESTAMP)) AND (YEAR(Sales.InvDate) = YEAR(CURRENT_TIMESTAMP)) GROUP BY Customer.LastName ORDER BY SUM(Sales.AmtCharge) DESC;IF @ViewRange = 'Last Month' SELECT TOP 20 Customer.LastName AS Customer, Sum(Sales.AmtCharge) AS Amount FROM Customer INNER JOIN Sales ON Customer.CustNo = Sales.CustNo WHERE(MONTH(Sales.InvDate) = MONTH(CURRENT_TIMESTAMP) - 1) And (YEAR(Sales.InvDate) = YEAR(CURRENT_TIMESTAMP)) GROUP BY Customer.LastName ORDER BY Sum(Sales.AmtCharge) DESC; Any ideas?
HiI want to write a function that can return a sum for a given daterange. The same function should be able to return the sum for the sameperiod year before.Let me give an example:The Table LedgerTrans consist among other of the follwing fieldsAccountNum (Varchar)TransdateAmountMST (Real)The sample data could be1111, 01-01-2005, 100 USD1111, 18-01-2005, 125 USD1111, 15-03-2005, 50 USD1111,27-06-2005, 500 USD1111,02-01-2006, 250 USD1111,23-02-2006,12 USDIf the current day is 16. march 2006 I would like to have a functionwhich called twice could retrive the values.Previus period (for TransDate >= 01-01-2005 AND TransDate <=16-03-2005) = 275 USDCurrent period (for TransDate >= 01-01-2006 AND TransDate <=16-03-2006) = 262 USDThe function should be called with the AccountNum and current date(GetDate() ?) and f.ex. 0 or 1 for this year / previous year.How can I create a function that dynamically can do this ?I have tried f.ex. calling the function with@ThisYear as GetDate()SET @DateStart = datepart(d,0) + '-' + datepart(m,0) +'-'+datepart(y,@ThisYear)But the value for @dateStart is something like 12-07-1905 so thisdon't work.I Would appreciate any help on this.BR / Jan
I have three web form controls, a ddl that contains the day, another ddl that contains the month and a textbox that contains the current year. To send the date chosen by the user to the database, I join the three web form control values so that the resultant string is ‘day/month/year’ thus:
And the resultant string is: dd/mm/yyyy, for example 30/08/2004. But the problem is if the user does not select any day or any day and month, then the resultant string is for example; 00/08/2004 or 00/00/2004, but the problem is the database does not accept this format as datetime. How can I do it?
I want the user has the possibility to chose as well only the month and year, and as well only the year. Is it possible to send to the database the datetime format with only the month and year, or only the year?
I'm using PHP with SQLServer2k to create a page containing monthly counts of episodes at a facility occurring between two user selected month/year combinations. For instance, the user could select 10/2003 and 2/2004 and facility X and get a line for each month showing the count of episodes occuring in that month.
The problem is that the episode date is stored in three integer fields (epiday, epimonth, epiyear) and I'm having a terrible time getting them into a format where I can use them in a between statement.
I've tried evaluating the parts of the episode date seperately like:
where (epimonth>=10 and epiyear=2003) or (epimonth<=2 and epiyear=2004)
and that works, but what happens when someone wants to see from 10/2002 to 2/2004?
I have requirement in which i need to calculate percentage value based on billamount and concession amount..to calculate the percentage part and show the o/p.
SELECT PP.KID_ID_NO_V,(PP.FIRSTNAME_V + SPACE(1) + PP.LASTNAME_V)AS [PATIENT_NAME],BM.TOTAL_AMOUNT_M AS [BILL_AMOUNT],BM.CONCESSION_AMOUNT_M AS [CONCESSION_AMOUNT],BM.BILL_AMOUNT_M AS [TOTAL_AMOUNT], FROM BILL_MASTER BM INNER JOIN PATIENT_PROFILE PP ON BM.PATIENT_ID_N=PP.PATIENT_ID_N WHERE BM.BILL_SETTLED_C='Y'
I need to calculate percentage [COUNT(ALERT_RECEIVED_DATE) FRAUDCT,over SUM(CASE WHEN FRAUD_DECISION IS NULL THEN 1 ELSE 0 END) FRAUDUNWK] I tried my best but I cant come up with the solution.
Please, help.
Thk
SELECT CONVERT(nvarchar(10),dateadd(d,-day(ALERT_RECEIVED_DATE) + 1,ALERT_RECEIVED_DATE),101) PERIOD, COUNT(ALERT_RECEIVED_DATE) FRAUDCT, SUM(CASE WHEN FRAUD_DECISION IS NULL THEN 1 ELSE 0 END) FRAUDUNWK, SUM(CASE WHEN FRAUD_DECISION ='D' THEN 1 ELSE 0 END) DECLINED, SUM(CASE WHEN A.FRAUDID IS NOT NULL AND FRAUD_DECISION IS NULL THEN 1 ELSE 0 END) PENDING_EXCEPTION, SUM(CASE WHEN A.FRAUDID IS NOT NULL AND FRAUD_DECISION='D' THEN 1 ELSE 0 END) DECLINED_EXCEPTION FROM TBLFRAUDFINDER O
I need to calculate percentage [COUNT(ALERT_RECEIVED_DATE) FRAUDCT,over SUM(CASE WHEN FRAUD_DECISION IS NULL THEN 1 ELSE 0 END) FRAUDUNWK] I tried my best but I cant come up with the solution.
Please, help.
Thk
SELECT CONVERT(nvarchar(10),dateadd(d,-day(ALERT_RECEIVED_DATE) + 1,ALERT_RECEIVED_DATE),101) PERIOD, COUNT(ALERT_RECEIVED_DATE) FRAUDCT, SUM(CASE WHEN FRAUD_DECISION IS NULL THEN 1 ELSE 0 END) FRAUDUNWK, SUM(CASE WHEN FRAUD_DECISION ='D' THEN 1 ELSE 0 END) DECLINED, SUM(CASE WHEN A.FRAUDID IS NOT NULL AND FRAUD_DECISION IS NULL THEN 1 ELSE 0 END) PENDING_EXCEPTION, SUM(CASE WHEN A.FRAUDID IS NOT NULL AND FRAUD_DECISION='D' THEN 1 ELSE 0 END) DECLINED_EXCEPTION FROM TBLFRAUDFINDER O
If I stay at the Year level (say 2004), I get the Year To Date Sales for the selected Product(s)... However when I "zoom into" the Time dimension and select, say, Quarter 2, I get the Sales only for Quarter 2 of the selected Product(s). This is fine but at the same time I also want to see the Year To Date Sales of the selected Products. I hope my post is clear? Let me add a little example to clarify this further and will really appreciate your help:
Suppose I have selected ALL products and have selected Quarter 2 of 2004. I want the following results (Note it's really the YTD column that I am after):
Total Sales YTD Sales ----------- ---------- $ 50,000 $ 125,000
Again, I'll appreciate your help in writing the MDX for this.
I want to be able to display the percent of growth for databases on the server. My query has the file sizes and names and the dates, its done monthly . How do i create a field with the growth % from one month to the next, or from one date entry , to the next. so it appears like this
2006 2007 2008
23000 % growth 3400 %growth 20000
keep in mind, this is how it is displayed in reporting services with a matrix(crosstab)
Here's my query
Code Snippet SELECT RC_STAT.dbo.Tbl_Database_Statistics.AutoId, RC_STAT.dbo.Tbl_Database_Statistics.Server_Description, RC_STAT.dbo.Tbl_Database_Statistics.Database_Size_Datetime, RC_STAT.dbo.Tbl_Database_Statistics.Database_Description, RC_STAT.dbo.Tbl_Database_Statistics.Database_Size_Mb, RC_STAT.dbo.Tbl_Database_Statistics.Database_Location, RC_STAT.dbo.Tbl_Database_Statistics.Database_File_Name, DbSTAT.MonthlyDBTotal FROM RC_STAT.dbo.Tbl_Database_Statistics INNER JOIN (SELECT Database_Size_Datetime, Server_Description, Database_Description, SUM(Database_Size_Mb) AS MonthlyDBTotal FROM RC_STAT.dbo.Tbl_Database_Statistics AS Tbl_Database_Statistics_1 GROUP BY Database_Size_Datetime, Server_Description, Database_Description) AS DbSTAT ON DbSTAT.Server_Description = RC_STAT.dbo.Tbl_Database_Statistics.Server_Description AND DbSTAT.Database_Description = RC_STAT.dbo.Tbl_Database_Statistics.Database_Description AND DbSTAT.Database_Size_Datetime = RC_STAT.dbo.Tbl_Database_Statistics.Database_Size_Datetime
so I have some data that looks like this: semester weekOfSemester counts Fall 2006 4 1 Fall 2007 4 6
I want to eventually graphically represent this data over the 18 weeks of the semester in terms of Fall 2007. I need to show change weather positive or negative as a percentage against Fall 2006. Can someone help with the sql?
I need to write an MDX query which will return a flag that indicates if a product has a gap of more than 2 consecutive months in terms of positive sales. So I calculate if there is a gap of 3 months. If yes, then return 1 else null. The calculation below is scoped at product level.
IIF(([month-3 sales]<=0 AND [month-4 sales]<=0 AND [month-5 sales]<=0) OR ([month-4 sales]<=0 AND [month-5 sales]<=0 AND [month-6 sales]<=0) OR ([month-5 sales]<=0 AND [month-6 sales]<=0 AND [month-7 sales]<=0) ............... OR ([month-12 sales]<=0 AND [month-13 sales]<=0 AND [month-14 sales]<=0)),1,NULL)
Unfortunately I cannot do this calculation at relational level as a product may have a gap of more than 2 months at country level but may not have this at a higher level in geography.
optimizing this as the performance is bad and other calculated measures are dependent on this. Based on this calculation, I can write a scope which sums up all products so that I get the count of products with a gap of more than 2 months in sales.
I have also tried CASE statement and NESTED IIFs but the performance is worse than the above.
I'm developing a 2 year comparison rolling 12 month Sales report but am having problems with the query I'm using. Because I need to include every month (whether no sales or not) I have a calendar table named metaDates and each table gets outer joined as a result. (Forgive the long query) Please see below.
SELECT Customer.country, Order_Line_Invoice.prodcatid, MetaDates.[Month], MetaDates.[Year], isNull(SUM(Order_Line_Invoice.Sales),0) AS Sales , SUM(Order_Line_Invoice.Cost) AS Cost, ( isNull(SUM(Order_Line_Invoice.Sales),0) - isNull(SUM(Order_Line_Invoice.Cost),0) )AS GM, 'Current 12 Months' AS yearNum FROM MetaDates LEFT OUTER JOIN Order_Line_Invoice ON (MetaDates.Date = Order_Line_Invoice.InvoiceDate AND (Order_Line_Invoice.prodcatid IN (@GroupByFieldFilter)) ) LEFT OUTER JOIN Customer ON (Order_Line_Invoice.CustId = Customer.CustId and Customer.country IN (@country) ) LEFT OUTER JOIN Product ON (Order_Line_Invoice.ProdId = Product.ProdId) WHERE (MetaDates.Date BETWEEN dateadd(m, datediff(m, 0, DATEADD(month,-11,@EndDate) ), 0) AND @EndDate)
GROUP BY MetaDates.[Year], MetaDates.[Month], Customer.country, Order_Line_Invoice.prodcatid
UNION SELECT Customer.country, Order_Line_Invoice.prodcatid, MetaDates.[Month], MetaDates.[Year], isNull(SUM(Order_Line_Invoice.Sales),0) AS Sales , SUM(Order_Line_Invoice.Cost) AS Cost, ( isNull(SUM(Order_Line_Invoice.Sales),0) - isNull(SUM(Order_Line_Invoice.Cost),0) ) AS GM, 'Previous 12 Months' AS yearNum FROM MetaDates LEFT OUTER JOIN Order_Line_Invoice ON (MetaDates.Date = Order_Line_Invoice.InvoiceDate AND (Order_Line_Invoice.prodcatid IN (@GroupByFieldFilter)) ) LEFT OUTER JOIN Customer ON (Order_Line_Invoice.CustId = Customer.CustId and Customer.country IN (@country) ) LEFT OUTER JOIN Product ON (Order_Line_Invoice.ProdId = Product.ProdId) WHERE (MetaDates.Date BETWEEN dateadd(m, datediff(m, 0, DATEADD(month,-23,@EndDate) ), 0) AND dateadd(m, datediff(m, 0, DATEADD(month,-11,@EndDate) ), -1))
GROUP BY MetaDates.[Year], MetaDates.[Month], Customer.country, Order_Line_Invoice.prodcatid ORDER BY MetaDates.[Year], MetaDates.[Month]
That said the second outer join (Customer.country IN (@country)) never gets executed. It's really a simple concept. "Give me last 2 year sales by month (every previous and last month even if no sales) but only for the country the user is in"
Can someone help me out with this sql statement. Any help would be much appreciated.
I need to get the sum of sales for the last date of each month group by custom and by month(fecha)
for example, for custom ='q' in month=8 I have 3 items in the last day of the month ='2014-08-15' totalling 13 and so on
DECLARE @sales TABLE (custom VARCHAR(10) NOT NULL, fecha DATE NOT NULL, sales NUMERIC(10, 2) NOT NULL); INSERT INTO @sales(custom, fecha, sales) VALUES ('q', '20140708', 51),
