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How to find this year and past year compare in business


How to find this year and past year compare in business

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shamshad.ali
shamshad.ali
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Group: General Forum Members
Points: 728 Visits: 419
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


J Livingston SQL
J Livingston SQL
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Group: General Forum Members
Points: 12681 Visits: 37702
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
shamshad.ali
Right there with Babe
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Group: General Forum Members
Points: 728 Visits: 419
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,
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 [Master] m on m.M_MasterID = rt.RT_MasterID
inner join dbo.Split(@Location,',') loc on rt.RT_RForLocation = loc.Data
WHERE M_CustomerID IS NOT NULL and rt.Rt_void = 0 AND rt.RT_BillTo = 1
GROUP BY rt.RT_RForLocation, M_CustomerID)x
inner join Customer C on c.CST_CustomerID = x.CustomerId and c.cst_CustomerId = case when @CustomerId is null then c.CST_CustomerID else @CustomerId end
inner join Location Loc on x.RT_RForLocation = Loc.LOC_LocationID
inner join [Site] st on Loc.Loc_SiteID = st.ST_SiteID
where CurrentYearTotal !=0 or LastYearTotal != 0
order by CST_ShortName --CST_CustomerID
END


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