Okay Sean:

Here is table 1 - 'overtime budget 2013'

Here's some sample date for the above table:

INSERT Into [Overtime Budget 2013]

SELECT 'WSIDOE','5204 ','1579588.23','1578296.23','1964371.53'

SELECT 'WSIOTH','5204 ','10979.65','11212.00','15404.53'

SELECT 'WSIWMA','5204 ','121070.56','121070.05','149569.32'

SELECT 'WSIUNY','5204 ','1287.29','1287.68','1609.60'

SELECT 'WSIZHR','5204 ','553.85','553.85','692.31'

SELECT 'WSIZSS','5204 ','96.15','96.15','120.19'

The second table is actually a query that looks like this:

/* Summary Overtime by Employee */

SELECT

cast(left(pehPErcontrol,8) as datetime) AS [Period Control Date],

--ltrim(cmpCompanyName) AS [Company Name],

rtrim(eepNameLast) +

--isnull(' '+rtrim(CodDesc), '') +

', ' + rtrim(eepNameFirst) +

' ' + coalesce(substring(eepNameMiddle,1,1) + '.', '') as Name,

eepNameLast AS [Last Name],

IsNull(eepNameSuffix,'') AS [Suffix],

eepNameFirst AS [First Name],

IsNull(eepNameMiddle,'') AS [Middle Name],

--eepSSN,

--pehBatchID AS [Batch ID],

pehCurAmt AS [Current Amount],

pehCurHrs AS [Current Hours],

pehCoID AS [Company ID],

pehEEID AS [EE ID],

pehEmpNo AS [Emp No],

pehLocation AS [Location],

pehJobCode AS [Job Code],

pehOrgLvl1 AS [Org Level 1],

pehOrgLvl2 AS [Org Level 2],

pehOrgLvl3 AS [Org Level 3],

pehOrgLvl4 AS [Org Level 4],

pehPayGroup AS [Pay Group],

pehProject AS [Project],

pehShfShiftAmt AS [Shift Amount],

pehearncode AS [Earn Code],

--new

[overtime code] as [Overtime Code],

[Org Level] as [Org Level],

[January] as [January]

FROM EmpPers JOIN pearhist

ON pehEEID = eepEEID

join GSHQSHAREPOINT.EXECUTIVEDASHBOARD.DBO.[OVERTIME BUDGET 2013] ON [org level] = pehOrgLvl2

where pehearncode = '0002'

AND pehPerControl > '201301011'

--AND pehPerControl > '201301011'

--AND pehOrgLvl2 like '%SRS'

AND pehOrgLvl2 like '%ZSW'

You can see where I'm joining by org level but need to add the months/date to complete.