How to find this year and past year compare in business

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How to find this year and past year compare in business

shamshad.ali

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Points: 3850
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May 5, 2014 at 4:05 am

#285204

We have customers who are new to this year (2014) and there same customers in last year (2013). also there are customers we have not received business this year but only last year. so there are 4 conditions.
1) New customer (2014) - Customer(B)
2) Old Regular customer (2013 and 2014) - Customer(A)
3) Last Year (Lost) customer (2013) - Customer(C), no business received in year(2014)
For example we have a transaction table:
TransactionId, ReceivedDate, Customer
1, 2-Dec-2013, A
2, 3-Jan-2014, A
3, 2-Mar-2014, B
4, 25-Nov-2013, C
I want results like
Customer, Business (this year activity/last year activity)
A, 1/1
B, 1/0
C, 0/1
How can i show this for each year? I used to separate it month wise as below but it does not return applying year with each customer anyhow...
select t.customerId, YEAR(Receiveddate),
sum(case month(ReceivedDate) when 1 then 1 else 0 end )as Jan,
sum(case month(ReceivedDate) when 2 then 1 else 0 end )as Feb,
sum(case month(ReceivedDate) when 3 then 1 else 0 end )as Mar,
sum(case month(ReceivedDate) when 4 then 1 else 0 end )as Apr,
sum(case month(ReceivedDate) when 5 then 1 else 0 end )as May,
sum(case month(ReceivedDate) when 6 then 1 else 0 end )as Jun,
sum(case month(ReceivedDate) when 7 then 1 else 0 end )as Jul,
sum(case month(ReceivedDate) when 8 then 1 else 0 end )as Aug,
sum(case month(ReceivedDate) when 9 then 1 else 0 end )as Sep,
sum(case month(ReceivedDate) when 10 then 1 else 0 end )as Oct,
sum(case month(ReceivedDate) when 11 then 1 else 0 end )as Nov,
sum(case month(ReceivedDate) when 12 then 1 else 0 end )as [Dec]
from TransTable t
right join (select customerId from transTable group by customerId ) cc on cc.customerId = t.CustomerId
where t.customerId is not null
group by t.CustomerId, ReceivedDate

Viewing 3 posts - 1 through 2 (of 2 total)

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J Livingston SQL SSC Guru Points: 51550 More actions · Answer 1

maybe something like this will help ?

SELECT Customer,

MAX(case when YEAR(ReceivedDate) = 2014 then 1 else 0 end ) as thisyear,

MAX(case when YEAR(ReceivedDate) = 2013 then 1 else 0 end ) as lastyear

FROM TransData

GROUP BY Customer

________________________________________________________________
you can lead a user to data....but you cannot make them think
and remember....every day is a school day

shamshad.ali Hall of Fame Points: 3850 More actions · Answer 2

Yeah, I fixed it myself like following, Just wanted to share it so that others can get some help from code below:

Alter Proc CustomerMonthlyActivityComparison @Year int, @Location varchar(50), @CustomerId int = null

AS

-- exec CustomerMonthlyActivityComparison @Year = 2013, @Location = '10,12,13,14,15, 19,20', @CustomerId = 12162

BEGIN

SET NOCOUNT ON;

if @Year = 0

set @Year = YEAR(GetDate())

if @Location = '' or @Location is null

set @Location = '10,12,13,14,15,19,20'

--set @Location = '12,15'

--set @CustomerId = 10903679

-- set @CustomerId = 10903680

if @CustomerId = 0

SET @CustomerId = null

select customerId, cst_shortName, CustType, Rt_RForLocation, ST_SiteName,

Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, [Dec], CurrentYearTotal, LastYearTotal

From (

select RT_CustomerID CustomerId, 'Forwarder' AS CustType, RT_RForLocation,

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 1 and year(rt.RT_ReceivedDate) = @Year then 1 else 0 end )) + '/' +

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 1 and year(rt.RT_ReceivedDate) = @Year-1 then 1 else 0 end )) Jan,

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 2 and year(rt.RT_ReceivedDate) = @Year then 1 else 0 end )) + '/' +

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 2 and year(rt.RT_ReceivedDate) = @Year-1 then 1 else 0 end )) Feb,

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 3 and year(rt.RT_ReceivedDate) = @Year then 1 else 0 end )) + '/' +

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 3 and year(rt.RT_ReceivedDate) = @Year-1 then 1 else 0 end )) Mar,

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 4 and year(rt.RT_ReceivedDate) = @Year then 1 else 0 end )) + '/' +

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 4 and year(rt.RT_ReceivedDate) = @Year-1 then 1 else 0 end )) Apr,

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 5 and year(rt.RT_ReceivedDate) = @Year then 1 else 0 end )) + '/' +

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 5 and year(rt.RT_ReceivedDate) = @Year-1 then 1 else 0 end )) May,

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 6 and year(rt.RT_ReceivedDate) = @Year then 1 else 0 end )) + '/' +

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 6 and year(rt.RT_ReceivedDate) = @Year-1 then 1 else 0 end )) Jun,

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 7 and year(rt.RT_ReceivedDate) = @Year then 1 else 0 end )) + '/' +

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 7 and year(rt.RT_ReceivedDate) = @Year-1 then 1 else 0 end )) Jul,

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 8 and year(rt.RT_ReceivedDate) = @Year then 1 else 0 end )) + '/' +

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 8 and year(rt.RT_ReceivedDate) = @Year-1 then 1 else 0 end )) Aug,

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 9 and year(rt.RT_ReceivedDate) = @Year then 1 else 0 end )) + '/' +

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 9 and year(rt.RT_ReceivedDate) = @Year-1 then 1 else 0 end )) Sep,

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 10 and year(rt.RT_ReceivedDate) = @Year then 1 else 0 end )) + '/' +

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 10 and year(rt.RT_ReceivedDate) = @Year-1 then 1 else 0 end )) Oct,

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 11 and year(rt.RT_ReceivedDate) = @Year then 1 else 0 end )) + '/' +

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 11 and year(rt.RT_ReceivedDate) = @Year-1 then 1 else 0 end )) Nov,

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 12 and year(rt.RT_ReceivedDate) = @Year then 1 else 0 end )) + '/' +

CONVERT(varchar(10), sum(case when month(rt.RT_ReceivedDate) = 12 and year(rt.RT_ReceivedDate) = @Year-1 then 1 else 0 end )) [Dec],

sum(case when year(rt.RT_ReceivedDate) = @Year then 1 else 0 end ) CurrentYearTotal,

sum(case when year(rt.RT_ReceivedDate) = @Year - 1 then 1 else 0 end ) LastYearTotal

from RootTable rt

inner join dbo.Split(@Location,',') loc on rt.RT_RForLocation = loc.Data

WHERE rt.RT_CustomerID IS NOT NULL AND rt.Rt_void = 0 AND rt.RT_BillTo = 0

GROUP BY rt.RT_RForLocation, rt.RT_CustomerID

union

select M_CustomerID CustomerId, 'Shipper' AS CustType, RT_RForLocation,