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Query that Returns Month to Date and YTD in Same Record Expand / Collapse
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Posted Monday, February 4, 2008 2:39 PM
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Hello,
I have a query that returns a daily revenue figure. The query is as follows:

SELECT top 1000
ds.AcctCode,
ds.TxnDate,
SUM(isnull(ds.FuelFee,0)) + SUM(isnull(ds.CashFee,0)) + SUM(isnull(ds.ScFee,0)) AS TotalDailyRevenue,
--"MTD" = ?,
--"YDT" = ?,
ps.TC,
CASE
WHEN ps.Proj = 100 THEN 'New Account'
WHEN ps.Proj = 200 THEN 'Current Account'
END AS ProjStatus,
ps.FSR,
ps.SubmitRep1

FROM
TxnRptg.dbo.tbl_DailySummary ds
INNER JOIN SalesData.dbo.tbl_CYProcessedSales ps
ON ds.AcctCode = ps.Acct

WHERE
MONTH(ds.TxnDate) = 1
AND
Proj IN (100,200)
AND TC = 'HV'

GROUP BY
ds.AcctCode, ds.TxnDate, ps.TC, ps.Proj, ps.FSR, ps.SubmitRep1

ORDER BY
ds.AcctCode, ds.TxnDate

--*********************************

TxnDate represents a single day of the month. How can I include MTD so that the dates for the revenue total are from DATEADD(mm, DATEDIFF(mm,0,getdate()), 0) (beginning of current month) to TxnDate, and YTD so that the revenue totals are from DATEADD(yy, DATEDIFF(yy,0,getdate()), 0) (beginning of the current year) to TxnDate?

Thank you for your help!

CSDunn



Post #451366
Posted Monday, February 4, 2008 2:58 PM
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SELECT top 1000
ds.AcctCode,
ds.TxnDate,
SUM(isnull(ds.FuelFee,0)) + SUM(isnull(ds.CashFee,0)) + SUM(isnull(ds.ScFee,0)) AS TotalDailyRevenue,
--"MTD" = ?,
--"YDT" = ?,
ps.TC,
CASE
WHEN ps.Proj = 100 THEN 'New Account'
WHEN ps.Proj = 200 THEN 'Current Account'
END AS ProjStatus,
ps.FSR,
ps.SubmitRep1

FROM
TxnRptg.dbo.tbl_DailySummary ds
INNER JOIN SalesData.dbo.tbl_CYProcessedSales ps
ON ds.AcctCode = ps.Acct

WHERE
MONTH(ds.TxnDate) = 1
AND
Proj IN (100,200)
AND TC = 'HV'

GROUP BY
ds.AcctCode, ds.TxnDate, ps.TC, ps.Proj, ps.FSR, ps.SubmitRep1

ORDER BY
ds.AcctCode, ds.TxnDate


try this.
SELECT 
ds.AcctCode,
sum( case when ds.TxDate >= DATEADD(mm, DATEDIFF(mm,0,getdate()), 0)
then (isnull(ds.FuelFee,0)) + SUM(isnull(ds.CashFee,0)) + SUM(isnull(ds.ScFee,0))
else 0 ) AS MTD,
SUM(isnull(ds.FuelFee,0) + isnull(ds.CashFee,0) + isnull(ds.ScFee,0)) AS YTD,
ps.TC,
CASE
WHEN ps.Proj = 100 THEN 'New Account'
WHEN ps.Proj = 200 THEN 'Current Account'
END AS ProjStatus,
ps.FSR,
ps.SubmitRep1

FROM
TxnRptg.dbo.tbl_DailySummary ds
INNER JOIN SalesData.dbo.tbl_CYProcessedSales ps
ON ds.AcctCode = ps.Acct
WHERE
Proj IN (100,200)
AND TC = 'HV'
AND ds.TxnDate >= DATEADD(yy, DATEDIFF(yy,0,getdate()), 0)

GROUP BY
ds.AcctCode, ps.TC, ps.Proj, ps.FSR, ps.SubmitRep1

ORDER BY
ds.AcctCode

Post #451371
Posted Monday, February 4, 2008 3:04 PM


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You'll need to run them separately, then combine them in a final query.

Perhaps something like:

;with 
Daily (DAcctCode, TotalDailyRevenue, DDay, DMonth, DYear) as
(select AcctCode,
isnull(sum(FuelFee), 0)
+ isnull(sum(CashFee), 0)
+ isnull(sum(ScFee), 0),
datepart(day, TxnDate),
datepart(month, TxnDate)
datepart(year, TxnDate)
from TxnRptg.dbo.tbl_DailySummary
group by AcctCode,
datepart(day, TxnDate),
datepart(month, TxnDate)
datepart(year, TxnDate)),
Monthly (MAcctCode, TotalMonthlyRevenue, MMonth, MYear) as
(select AcctCode,
isnull(sum(FuelFee), 0)
+ isnull(sum(CashFee), 0)
+ isnull(sum(ScFee), 0),
datepart(month, TxnDate)
datepart(year, TxnDate)
from TxnRptg.dbo.tbl_DailySummary
group by AcctCode,
datepart(month, TxnDate)
datepart(year, TxnDate)),
Yearly (YAcctCode, TotalYearlyRevenue, YYear) as
(select AcctCode,
isnull(sum(FuelFee), 0)
+ isnull(sum(CashFee), 0)
+ isnull(sum(ScFee), 0),
datepart(year, TxnDate)
from TxnRptg.dbo.tbl_DailySummary
group by AcctCode,
datepart(year, TxnDate))
select DAcctCode as AcctCode, TotalDailyRevenue, TotalMonthlyRevenue,
TotalYearlyRevenue
from Daily
inner join Monthly
on DAcctCode = MAcctCode
and DMonth = MMonth
and DYear = MYear
inner join Yearly
on DAcctCode = YAcctCode
and MYear = YYear
and DYear = YYear

Add in other tables for other columns to the Join clause.

Does that give you what you need? It'll take at least three table scans, but it shouldn't be too bad on performance.


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Post #451373
Posted Monday, February 4, 2008 4:09 PM
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with the CASE nested in the SUM, I got this:

Msg 130, Level 15, State 1, Line 5
Cannot perform an aggregate function on an expression containing an aggregate or a subquery.



Post #451386
Posted Monday, February 4, 2008 5:04 PM
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cdun2 (2/4/2008)
with the CASE nested in the SUM, I got this:

Msg 130, Level 15, State 1, Line 5
Cannot perform an aggregate function on an expression containing an aggregate or a subquery.


sorry, i was trying to simplify sum(a)+sum(b)+sum(c) to sum(a+b+c). this should work.
  sum( case when ds.TxDate >= DATEADD(mm, DATEDIFF(mm,0,getdate()), 0)
then isnull(ds.FuelFee,0) + isnull(ds.CashFee,0) + isnull(ds.ScFee,0)
else 0 end ) AS MTD,

Post #451397
Posted Tuesday, February 5, 2008 3:15 AM
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It looks like this might work.

Thanks again for your help!



Post #451506
Posted Monday, August 18, 2008 3:05 PM
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Very good thanks!
Post #554622
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