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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Tables For Cumulative Tally And Carrying Balances Forward?

Nov 14, 2014

I have a client that I provide financial modelling services to (using Excel). They have a requirement to start capturing subscriber movements in their SQL DB. how the table should be set-up and how to extract the necessary movements report. This is largely so that I may include these components in some of the financial models that I am working on.

Subscribers are reported as follows:

Opening subs (the prior periods closing balance; or the sum of new sales at point of 1st entry)

+ New Sales (new subs)

+ Upgrades (movement from a lower product package to the associated package)

- Downgrades (movement to a lower product package from the associated package)

- Churn (subscriber losses)

Closing Balance

All transactions are captured against a specific product package, on a specific date (ymd), and for an associated platform (e.g. digital TV, broadband TV, cable TV).

I believe we only need to capture new sales, upgrades, downgrades and churn. And then used a SP to compile the movements behaviour as described above.

So perhaps the table would appear as follows:

Platform
Package
Date
Movement
Value

DTV
PROD 1
2014-11-02
New Sales
8

DTV
PROD 1
2014-11-02
Upgrades
1

[code]....

So I am assuming that given a table such as the above, we could write a SP to produce an output such as (note, below looks at monthly total so will not agree back to sample above which contains only 2 days):

Platform
Package
Movement
September
October
November

DTV
PROD 1
OPEN
600
676
776

DTV
PROD 1
New Sales
92
106
88

[code]....

how one is best to accumulate the balances given that the open date for any given reporting period is in fact an accumulation of all balances since day 1.

How does one typically capture this type of thing in SQL?

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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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Aug 2, 2014

How to calculate the cumulative of months.

Jan FebMar AprMay JunJul AugSep Oct Nov Dec
321 394571 577 617 692924 944956 1010 1308 1686

if i execute my query in this month(getdate) then it should sum from Jan to Aug Similarly i execute same query it should sum from Jan to Sept So on.

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Cumulative Totals In Chart : Report Builder

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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Aug 14, 2015

I'm trying to generate a cumulative total with a rolling window of 13 time periods..Previously I was able to do left outer join to the same table 13 times to add the quantity field but it appears with the migration to SQL Server 2014, that many left outer joins is not possible (query that would run in 3 mins is taking well over 15 hours now)..

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Rolling Data In Forecast And Cumulative Totals Question

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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The measure [Measures].[DC Customer] is a distinct count of CustomerNr of Customers who have purchased products.
I use

With Member [Measures].[DC Custumer kum] As 'Sum (Periostodate([Time].[Year]),[Measures].[CD Customer kum]'
Select {[Measures].[DC Custumer],[DC Custumer kum]} on colums,
[Productgroup].[Maingroup].members on rows
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Example:
...
....
Group1              Value
                           10
                            20
Sub Total 1:         30

Group2                 Value
                              15
                              25
Sub Total 2:           40

Now, I would like to be able to add subtotal 1 (30) to subtotal 2 (40) and my grand total would be 70. Can I accomplish this task in SSRS?

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Apr 15, 2004

Hi. this is a tricky one to explain but I'm at a bit of a loss

Consider a product demand table such as
ProductDemand Qty
Prod 1500
Prod 2300
Prod 30

Now consider a Inventory table such as
Product BatchTotal qtyFree qty
Prod 1Batch 13000
Prod 1 Batch 2300100
Prod 1Batch 3200200
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Wha I am trying to achieve is the "Free Qty" column such that, within each product, the demand is "comsumed" by each batch in turn until completly comsumed (or no batches are left). Hence the demand of 500 would result in 300 going to zero for batch 1, carry forward 200 demand which would be completly comsuemd by batch 2 leaving 100 "free". Subsequnet batches would remain all free for that first product. Then the operation continues for the next product.

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2 1 0.6
3 6 0.2
4 5 0.5
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Thanks in advance,

Mike Jun
hyunhyo@hotmail.com
GIS reserch Group
University of Colorado
303-492-8781

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Mar 60.

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Parent Child Pop
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France Paris 1
New York New York City 10
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North America Canada 0
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World Europe 1
Europe France 1
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Dec 29, 2007

In the emp table :
>
> EMPNO ENAME SAL
> ==================
> 7369 SMITH 1000
> 7499 ALLEN 2000
> 7521 WARD 3000
> 7566 JONES 4000
> 7654 MARTIN 5000
>
> there is a requirement to have a calculated col.
> called cummulative sal
>
> EMPNO ENAME SAL CUMMULATIVE_SAL
> 7369 SMITH 1000 1000
> 7499 ALLEN 2000 3000
> 7521 WARD 3000 6000
> 7566 JONES 4000 10000
> 7654 MARTIN 5000 15000
>
>

How to show this calculated col. by using one select statement?
I could get the result using Empno. in my query as --
select ename,sal,(select sum(sal) from emp k where k.empno <= e.empno) as cum from emp e order by ename

but I was asked to get the same result if empno. col is not there?

SUCKS........... the below code is giving the result but I don't know how you could use operator (<) on two strings to compare......????
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May 4, 2007

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[Code] ...

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===========================================================
Product Installation Status
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Product Version (Previous): 3050
Product Version (Final) :
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Aug 29, 2007

For Eg.

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------------------------------
aaa 10
bbb 20

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---------------------------------------------------------------------
aaa 10 10
bbb 20 30

can anyone plz help me on this

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NOTNULL,
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NOTNULL,
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[Code] ....

Below is the sql insert for the above table’s data

INSERTINTO TEST_ENROLLMENT(ENROLLMENT_ID,COURSE_OFFERING_ID,STUDENT_ID,DEPT_ID,COURSE_CODE,CREDIT,SECTION_ID,
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select x.STUDENT_ID,AVG(x.gpa)as
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from
(
select STUDENT_ID,SUM(Honor)/SUM(CREDIT)
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[Code] ....

Current result set (Incorrect CUMULATIVE GPA)

STUDENT_ID GPA CUMULATIVE GPA
104 2.9 2.9
104 2.25 2.25
104 3 3
 
Desired result set

STUDENT_ID GPA COMMUTATIVE GPA
104 2.9 2.9
104 2.25 2.575
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Aug 23, 2006

Hi,
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May 30, 2008

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CREATE TABLE #TotalRevenue_Investments
( [Month] INT,[Year] INT,TotalRevenue INT,Descr VARCHAR(100),Company VARCHAR(100))
INSERT INTO #TotalRevenue_Investments
( Month ,
Year ,
TotalRevenue ,

[Code] ....

AND so ON ..

I need the OUTPUT AS FOR example

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Feb 6, 2015

I want to show cumulative numbers, but don't know how to calculate them.

Here is an example of the source and the wanted result:

Source:

[Week] [Count]
1 15
2 5
3 6
4 10
(until 52)

Result:

[Week] [Count]
1 15
2 20
3 26
4 36

Is this possible, and how?

TestData:

USE TestDb /*SqlServer 2005*/
CREATE TABLE Test(
[Week] [int] NOT NULL,
[Count] [int] NOT NULL
)
GO
INSERT INTO Test ([Week], [Count]) VALUES (1, 15)
INSERT INTO Test ([Week], [Count]) VALUES (2, 5)
INSERT INTO Test ([Week], [Count]) VALUES (3, 6)
INSERT INTO Test ([Week], [Count]) VALUES (4, 10)

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