I've only had a (frustrating) couple days experience with SQL Server, and I need some help, since I cant find anything related to my question when searching.
For background info, I'm working in an accountancy, and right now I'm trying to create a table for balance statements to use in crystal reports. Each invoice has multiple items, but for the statement I need to sum them all up with the invoice reference being the information that links the group of data that needs to be summarised.
So, what I need is to pull information from one table (dbo.SalesInvItems), this information including the date (InvDate), the due date (InvDueDate), and the customer name (CustomerName). This information stays the same with the Invoice Reference (InvRef), and it's what I want to use to link the two tables.
For example, Invoice Reference: 1478 will always have the date 14/05/18, the due date: 14/06/18 and the customer name: Pen Sellers Ltd.
The same Invoice Reference is used by multiple rows, but the only thing that changes (that I need) is the Invoice Item Total (InvItemTotal).
For example, the one reference will always be addressed to Pen Sellers, but one item has the Total as £13 and another item using the same reference is £20.
The Invoice Item Total is what I need to sum up. I want to add all the Invoice Item Total's together that have the same Invoice Reference, while joining the tables.
Sales Invoices
So when I've inserted the references into the table (sorry they're not the same in both pictures, I was having problems making examples and I made a mistake), I want to grab the information from the Invoice table to fill it in, going from this...
Pre Solution
To this...
Desired Result
The desired location is a table called dbo.Statement.
1.Is this even possible to do?
2.How would I go about doing this?
3.Is there a method I could use that would make sure that every time I insert an Invoice Reference into the Statement table, it would automatically pull out the data needed from the Invoice Table?
If any additional information is needed, just say and I'll do my best to provide it, I have never asked a question on here before and I'm new to SQL Server and coding in general.
Im using SQL Server Management Tool 2017
Thank You
Select item.InvRef
, item.CustomerName
, item.InvDate
, item.InvDueDate
, Sum(item.InvItemTotal) InvAmt
, sum(IsNull(payments.Amount,0)) PayAmount
, Sum(item.InvItemTotal) InvAmt - sum(IsNull(payments.Amount,0)) as Balance
from SalesInvItems item
left join payments -- you didn't define this
on item.InvRef = payments.InvRef
group by item.InvRef
, item.CustomerName
, item.InvDate
, item.InvDueDate
Select item.InvRef
, item.CustomerName
, item.InvDate
, item.InvDueDate
, Sum(item.InvItemTotal) InvAmt
from SalesInvItems item
left join Statement
on item.InvRef = Statement.Reference
group by item.InvRef
, item.CustomerName
, item.InvDate
, item.InvDueDate
Related
I have a table that shows the recurrence of purchasing a product, with the columns: product_id, report_date, quantity.
I need to list in a table the products that are more than 50 days unsold. The opposite I managed to do (list those that were sold in the last 50 days) but the opposite logic has not yet been able to implement.
Does anyone have any tips?
An example of the table:
product_id,date,report_date,quantity
329,2019-01-02 08:19:17,2019-01-02 14:34:12,6
243,2019-01-03 09:19:17,2019-01-03 15:34:12,6
238,2019-02-02 08:19:17,2019-03-02 14:34:12,84
170,2019-04-02 08:19:17,2019-04-02 14:34:12,84
238,2019-04-02 08:19:17,2019-04-02 14:34:12,8
238,2019-04-02 08:19:17,2019-04-02 14:34:12,100
238,2019-08-02 08:19:17,2019-08-02 14:34:12,100
238,2019-10-02 08:19:17,2019-10-02 14:34:12,100
170,2020-01-02 08:19:17,2020-01-02 14:34:12,84
170,2020-01-02 08:19:17,2020-01-02 14:34:12,84
There are many steps to do this task. I assume the date column is the one to work with. Your example from table includes duplicated entries. Is it right that at the same time the order is there twice?
So here are the steps:
At first add an calculated field date_past to your dataset:
DATE_DIFF(CURRENT_DATE(),date)
To the dataset add a filter SO_demo with:
include date_past<30
Then blend the data with it self. Use product_id as Join key. Only the 2nd dataset has the SO_demo filter. Add to the dimension of this dataset the calculated field sold_last_30_days with the formula "yes".
In the table/chart to display add a filter on the field include sold_last_30_days is Null.
I am trying to get a total summation of both the ItemDetail.Quantity column and ItemDetail.NetPrice column. For sake of example, let's say the quantity that is listed is for each individual item is 5, 2, and 4 respectively. I am wondering if there is a way to display quantity as 11 for one single ItemGroup.ItemGroupName
The query I am using is listed below
select Location.LocationName, ItemDetail.DOB, SUM (ItemDetail.Quantity) as "Quantity",
ItemGroup.ItemGroupName, SUM (ItemDetail.NetPrice)
from ItemDetail
Join ItemGroupMember
on ItemDetail.ItemID = ItemGroupMember.ItemID
Join ItemGroup
on ItemGroupMember.ItemGroupID = ItemGroup.ItemGroupID
Join Location
on ItemDetail.LocationID = Location.LocationID
Inner Join Item
on ItemDetail.ItemID = Item.ItemID
where ItemGroup.ItemGroupID = '78' and DOB = '11/20/2019'
GROUP BY Location.LocationName, ItemDetail.DOB, Item.ItemName,
ItemDetail.NetPrice, ItemGroup.ItemGroupName
If you are using SQL Server 2012 , you can use the summation on partition to display the
details and aggregates in the same query.
SUM(SalesYTD) OVER (ORDER BY DATEPART(yy,ModifiedDate)),1)
Link :
https://learn.microsoft.com/en-us/sql/t-sql/functions/sum-transact-sql?view=sql-server-ver15
We can't be certain without seeing sample data. But I suspect you need to remove some fields from you GROUP BY clause -- probably Item.ItemName and ItemDetail.NetPrice.
Generally, you won't GROUP BY a column that you are applying an aggregate function to in the SELECT -- as in SUM(ItemDetail.NetPrice). And it is not very common, in my experience, to GROUP BY columns that aren't included in the SELECT list - as you are doing with Item.ItemName.
I think you need to go back to basics and read about what GROUP BY does.
First of all welcome to the overflow...
Second: The answer is going to be "It depends"
Any time you aggregate data you will need to Group by the other fields in the query, and you have that in the query. The gotcha is what happens when data is spread across multiple locations.
My suggestion is to rethink your problem and see if you really need these other fields in the query. This will depend on what the person using the data really wants to know.
Do they need to know how many of item X there are, or do they really need to know that item X is spread out over three sites?
You might find you are better off with two smaller queries.
i'm new to SOQL and SF, so bear with me :)
I have Sales_Manager__c object tied to Rent__c via Master-Detail relationship. What i need is to get Manager with highest number of Rent deals for a current year. I figured out that the Rents__r.size column stores that info. The question is how can i gain access to the size column and retrieve highest number out of it?
Here is the picture of query i have
My SOQL code
SELECT (SELECT Id FROM Rents__r WHERE StartDate__c=THIS_YEAR) FROM Sales_Manager__c
Try other way around, by starting the query from Rents and then going "up". This will let you sort by the count and stop after say top 5 men (your way would give you list of all managers, some with rents, some without and then what, you'd have to manually go through the list and find the max).
SELECT Manager__c, Manager__r.Name, COUNT(Id)
FROM Rent__c
WHERE StartDate__c=THIS_YEAR
GROUP BY Manager__c, Manager__r.Name
ORDER BY COUNT(Id) DESC
LIMIT 10
(I'm not sure if Manager__c is the right name for your field, experiment a bit)
I'm new in stimulsoft.I'm trying to build a report with three tables which I know I should use master details but I can't find a way.
well, I have three tables.
1.Info(Date,name,type,x,y)
2.cost(Date,Item,amount)
3.Bill(Date,BillNo,PaymentNo,Cost)
column Date is the key.
I want to group the information of these tables by date
and under each group I want to show the information of each table in Separate databands.in this way:
5 Sep 2016
name1,type1,x1,y1
name2,type2,x2,y2
Item1,amount1
Item2,amount2
Item3,amount3
BillNo1,PaymentNo1,Cost1
4 Sep 2016
name3,type3,x3,y3
Item4,amount4
Item5,amount5
BillNo2,PaymentNo2,Cost2
BillNo3,PaymentNo3,Cost3
there are multiple rows with equal date in tables.
I try many ways but it shows all cost and bill information per rows of info!!
Is there any way? Thanks.
Use Group Header (or Group Footer) within a DataBand.
Remember set the condition for your Group Header to your column Date like this:
{YourDataSource.Date}
By this, the Date field apear only once in the group.
I have two tables
With this query i got the results
select countries.id, countries.name, Towns.id,Towns.TownName
from
Countries
left outer join Towns on countries.id = towns.countryID
Now i want to group results by country to get something like this on my CrystalReport. Is it even possible to make it ?
In the example you have provided, doing a GROUP BY in Sql Server would not be desirable. A Sql GROUP BY is generally used to project single scalar values from a list in each group, e.g.
SELECT Countries.Name, Count(Towns.Id) AS NumberOfTowns, Sum(Towns.Population) AS TotalPop
FROM Countries
LEFT OUTER JOIN Towns
ON Countries.Id = Towns.CountryID
GROUP BY Countries.Name;
Would give results like
Name NumberOfTowns TotalPop
Bosnia 2 123456
England 2 98765
by applying the Aggregates COUNT and SUM to all rows (Towns) in each country.
This isn't going to be useful for your report, as you need to show a list of all towns per country.
What you want instead is to use your current query as-is, and then to apply a Crystal Group Header on Countries.Name. Then, in Crystal, remove the Countries.Name field from the Details section (since you don't want the country repeated). You'll possibly also want some ordering done in the groups and data - again, I would suggest you do this in Crystal (although an ORDER BY Countries.Name, Towns.TownName would also work).
You'll then have a report which resembles your requirement.