I will provide examples and code where I can. Assume everything except [CycleStart] and [CycleEnd] datatypes are Varchar, I'm not too fussed about this at this stage.
Table A consists of the following RAW sample data:
+-------+---------+----------------+------------+------------+
| JobID | JobName | CycleDesc | CycleStart | CycleEnd |
+-------+---------+----------------+------------+------------+
| 10003 | Run1 | January 2019 | 31/12/2018 | 31/12/2018 |
| 10005 | Run2 | December 2018 | 31/12/2017 | 31/11/2018 |
| 10006 | Run3 | March 2019 | 31/12/2018 | 31/02/2019 |
| 10007 | Run4 | September 2019 | 31/12/2018 | 31/09/2019 |
| 10008 | Run5 | November 2019 | 31/12/2018 | 31/10/2019 |
+-------+---------+----------------+------------+------------+
Table B consists of the following sample data and the code used to generate this data is below:
+-------+---------+---------+
| JobID | PeriodID | Entity |
+-------+---------+---------+
| 10003 | 202101 | XYZ1 |
| 10003 | 202112 | XYZ2 |
| 10007 | 202008 | XYZ3 |
| 10007 | 202003 | XYZ4 |
| 10008 | 201904 | XYZ5 |
+-------+----------+--------+
Declare #Counter3 INT
SELECT #Counter3=1
WHILE #Counter3 <= 1000
BEGIN
INSERT INTO [dbo].[TableB]
SELECT
FLOOR(RAND()*(33979-1+1))+1 [JobID]
,CAST(ROUND(((2021 - 2019 -1) * RAND() + 2020), 0) AS VARCHAR) + RIGHT('0'+CAST(FLOOR(RAND()*(12-1+1))+1 AS VARCHAR),2) [PeriodID]
,FLOOR(RAND()*(23396-1+1))+1 [Entity]
The issue lies within Table B column [PeriodID]. This column represents an ID generated from [CycleStart] in Table A e.g. 31/12/2018 = 201812 (YYYYMM).
What I want to show in Table B is a Period ID for each Job ID but show EACH month + 30 years ahead of the [CycleStart] date. Example table of what I am looking to achieve:
+-------+---------+---------+
| JobID | PeriodID | Entity |
+-------+---------+---------+
| 10006 | 201812 | XYZ1 |
| 10006 | 201901 | XYZ2 |
| 10006 | 201902 | XYZ3 |
| 10006 | 201903 | XYZ4 |
| 10006 | 201904 | XYZ5 |
| 10006 | 201905 | XYZ5 |
| 10006 | 201906 | XYZ5 |
| 10006 | 201907 | XYZ5 |
| ... | +30yrs | ... |
| 10006 | 204812 | XYZ5 |
+-------+----------+--------+
How can I achieve this? Currently I am just randomly generating IDs which is not related to the [CycleStart] date and therefore just skewing my data but this is the only way I can think of doing it.
The best way is to create a calendar table / date dimension. You can use this table to solve this issue, and reuse it for other problems later. (Search online for some examples on how to build one).
If you have this table then you only need to join this table and that's it.
e.g.
INSERT INTO TableB ( JobID , PeriodID)
SELECT DISTINCT A.JobID , D.TheYear * 100 + D.TheMonth
FROM tableA A
JOIN myDateTable D
ON D.TheDate BETWEEN CONVERT(date , A.CycleStart , 103) AND DATEADD(YEAR,30, CONVERT(date , A.CycleStart , 103));
I'm trying to calculate depreciation on vehicles. If there is a rebate on a vehicle, I need to stop the depreciation, factor in the rebaste based on the month it look affect, and resume the depreciation calculation.
A vehicle depreciates at a flat rate of 2% every month with 50 months being the point of 100% depreciation. When a rebate appears, I can stop the depreciation, but I don't know how to make it start again from a certain month.
Below is an example of the table's deprecation up to directly before the rebate:
+----------+-------+------------+--------------+------------+------------+
| Vehicle# | month | depDate | Initial Cost | Monthlydep | totaldep |
+----------+-------+------------+--------------+------------+------------+
| 12451 | 1 | 2015-08-01 | 44953.24 | 899.06 | 899.0648 |
| 12451 | 2 | 2015-09-01 | 44953.24 | 899.06 | 1798.1296 |
| ------- | ----- | ----- | ----- | ----- | ----- |
| 12451 | 42 | 2019-01-01 | 44953.24 | 899.06 | 37760.7216 |
| 12451 | 43 | 2019-02-01 | 44953.24 | 899.06 | 38659.7864 |
+----------+-------+------------+--------------+------------+------------+
Then let's say that a rebate comes in this month (2019-03-01) it needs to be factored in and then the depreciation needs to be recalculated from that month onwards the. How do I restart the depreciation from month 43 instead of it going through everything?
For example let's say that we get a rebate in month 44 for $200 dollars. The table should look like something below:
+----------+-------+------------+--------------+------------+------------+
| Vehicle# | month | depDate | Initial Cost | Monthlydep | totaldep |
+----------+-------+------------+--------------+------------+------------+
| 12451 | 43 | 2019-02-01 | 44953.24 | 899.06 | 38659.7864 |
| 12451 | 44 | 2019-03-01 | 44953.24 | 1099.06 | 39758.8464 |
| 12451 | 45 | 2019-04-01 | 44953.24 | 1099.06 | 40857.9064 |
| 12451 | 46 | 2019-05-01 | 44953.24 | 1099.06 | 41956.9664 |
| 12451 | 47 | 2019-06-01 | 44953.24 | 1099.06 | 43056.0264 |
| 12451 | 48 | 2019-06-01 | 44953.24 | 1099.06 | 44155.0864 |
| 12451 | 49 | 2019-06-01 | 44953.24 | 1099.06 | 45254.1464 |
+----------+-------+------------+--------------+------------+------------+
So month 49 would be the final month because the totalDep is equal to or higher than the initial cost
My sample code is below. If you remove the first cte and the join inner join in the top part of the union then that is the working depreciation calculation:
;With cte As( Select bd.[VehicleID]
,Max(bd.[Month]) As month
,Max(DateAdd(DAY,1,EOMONTH(DepreciationReportDate,-1))) As DepreciationReportDate
,Max(bd.MonthlyDepreciation) As MonthlyDepreciation
,Max(bd.AdjustedPurchaseCost) As AdjustedPurchaseCost
,Max(AccumulatedDepreciation) As AccumulatedDepreciation
From Work.dbo.DepreciationSchedule bd
Group By bd.VehicleID
)
,cte_CreateRows As
(
Select bd.[VehicleID]
,bd.[Month]
,DATEADD(DAY,1,EOMONTH(bd.DepreciationReportDate,-1)) As DepreciationReportDate
,bd.MonthlyDepreciation
,bd.AdjustedPurchaseCost
,bd.AccumulatedDepreciation
From Work.dbo.DepreciationSchedule bd
Inner Join cte cte
On cte.VehicleID = bd.VehicleID
And cte.month = bd.Month
Union All
Select bd.[VehicleID]
,[Month] = Cast(cr.[Month]+1 As int)
,DATEADD(DAY,1,EOMONTH(DateAdd(Month, 1, cr.DepreciationReportDate),-1)) As DepreciationReportDate
,bd.MonthlyDepreciation
,bd.AdjustedPurchaseCost
,AccumulatedDepreciation = cr.AccumulatedDepreciation + cr.MonthlyDepreciation
From Work.dbo.DepreciationSchedule bd
Inner Join cte_CreateRows cr On bd.[VehicleID] = cr.[VehicleID]
Where cr.AccumulatedDepreciation < cr.AdjustedPurchaseCost
And DateAdd(Month,1, DateAdd(DAY,1,EOMONTH(cr.DepreciationReportDate,-1))) < DATEADD(DAY,1,EOMONTH(GetDate(),-1))
)
Select a.VehicleID
,a.Month
,a.DepreciationReportDate
,Cast(a.MonthlyDepreciation As Decimal(12,2)) As 'Monthly Depreciation Expense'
,a.AdjustedPurchaseCost
,a.AccumulatedDepreciation
From [cte_CreateRows] As a
Order By a.VehicleID, a.Month
I have a table with start and end dates for team consultations with customers.
I need to merge certain consultations based on a number of days specified in another column (sometimes the consultations may overlap, sometimes they are contiguous, sometimes they arent), Team and Type.
Some example data is as follows:
DECLARE #TempTable TABLE([CUSTOMER_ID] INT
,[TEAM] VARCHAR(1)
,[TYPE] VARCHAR(1)
,[START_DATE] DATETIME
,[END_DATE] DATETIME
,[GROUP_DAYS_CRITERIA] INT)
INSERT INTO #TempTable VALUES (1,'A','A','2013-08-07','2013-12-31',28)
,(2,'B','A','2015-05-15','2015-05-28',28)
,(2,'B','A','2015-05-15','2016-05-12',28)
,(2,'B','A','2015-05-28','2015-05-28',28)
,(3,'C','A','2013-05-27','2014-07-23',28)
,(3,'C','A','2015-01-12','2015-05-28',28)
,(3,'B','A','2015-01-12','2015-05-28',28)
,(3,'C','A','2015-05-28','2015-05-28',28)
,(3,'C','A','2015-05-28','2015-12-17',28)
,(4,'A','B','2013-07-09','2014-04-21',7)
,(4,'A','B','2014-04-29','2014-08-01',7)
Which looks like this:
+-------------+------+------+------------+------------+---------------------+
| CUSTOMER_ID | TEAM | TYPE | START_DATE | END_DATE | GROUP_DAYS_CRITERIA |
+-------------+------+------+------------+------------+---------------------+
| 1 | A | A | 07/08/2013 | 31/12/2013 | 28 |
| 2 | B | A | 15/05/2015 | 28/05/2015 | 28 |
| 2 | B | A | 15/05/2015 | 12/05/2016 | 28 |
| 2 | B | A | 28/05/2015 | 28/05/2015 | 28 |
| 3 | C | A | 27/05/2013 | 23/07/2014 | 28 |
| 3 | C | A | 12/01/2015 | 28/05/2015 | 28 |
| 3 | B | A | 12/01/2015 | 28/05/2015 | 28 |
| 3 | C | A | 28/05/2015 | 28/05/2015 | 28 |
| 3 | C | A | 28/05/2015 | 17/12/2015 | 28 |
| 4 | A | B | 09/07/2013 | 21/04/2014 | 7 |
| 4 | A | B | 29/04/2014 | 01/08/2014 | 7 |
+-------------+------+------+------------+------------+---------------------+
My desired output is as follows:
+-------------+------+------+------------+------------+---------------------+
| CUSTOMER_ID | TEAM | TYPE | START_DATE | END_DATE | GROUP_DAYS_CRITERIA |
+-------------+------+------+------------+------------+---------------------+
| 1 | A | A | 07/08/2013 | 31/12/2013 | 28 |
| 2 | B | A | 15/05/2015 | 12/05/2016 | 28 |
| 3 | C | A | 27/05/2013 | 23/07/2014 | 28 |
| 3 | C | A | 12/01/2015 | 17/12/2015 | 28 |
| 3 | B | A | 12/01/2015 | 28/05/2015 | 28 |
| 4 | A | B | 09/07/2013 | 21/04/2014 | 7 |
| 4 | A | B | 29/04/2014 | 01/08/2014 | 7 |
+-------------+------+------+------------+------------+---------------------+
I am struggling to do this at all, let alone with any efficiency! Any ideas / code will be greatly received.
Server version is MS SQL Server 2014
Thanks,
Dan
If I am understanding your question correctly, we want to return rows only when a second, third, etc consultation has not occurred within group_days_criteria number of days after the previous consultation end date.
We can get the previous consultation end date and eliminate rows (since we are not concerned with the number of consultations) where a consultation occurred for the same customer by the same team and of the same consultation type within our date range.
DECLARE #TempTable TABLE([CUSTOMER_ID] INT
,[TEAM] VARCHAR(1)
,[TYPE] VARCHAR(1)
,[START_DATE] DATETIME
,[END_DATE] DATETIME
,[GROUP_DAYS_CRITERIA] INT)
INSERT INTO #TempTable VALUES (1,'A','A','2013-08-07','2013-12-31',28)
,(2,'B','A','2015-05-15','2015-05-28',28)
,(2,'B','A','2015-05-15','2016-05-12',28)
,(2,'B','A','2015-05-28','2015-05-28',28)
,(3,'C','A','2013-05-27','2014-07-23',28)
,(3,'C','A','2015-01-12','2015-05-28',28)
,(3,'B','A','2015-01-12','2015-05-28',28)
,(3,'C','A','2015-05-28','2015-05-28',28)
,(3,'C','A','2015-05-28','2015-12-17',28)
,(4,'A','B','2013-07-09','2014-04-21',7)
,(4,'A','B','2014-04-29','2014-08-01',7)
;with prep as (
select Customer_ID,
Team,
[Type],
[Start_Date],
[End_Date],
Group_Days_Criteria,
ROW_NUMBER() over (partition by customer_id, team, [type] order by [start_date] asc, [end_date] desc) as rn, -- earliest start date with latest end date
lag([End_Date] + Group_Days_Criteria, 1, 0) over (partition by customer_id, team, [type] order by [start_date] asc, [end_date] desc) as PreviousEndDate -- previous end date +
from #TempTable
)
select p.Customer_Id,
p.[Team],
p.[Type],
p.[Start_Date],
p.[End_Date],
p.Group_Days_Criteria
from prep p
where p.rn = 1
or (p.rn != 1 and p.[Start_date] > p.PreviousEndDate)
order by p.Customer_Id, p.[Team], p.[Start_Date], p.[Type]
This returned the desired result set.
I have a table that holds values for particular months:
| MFG | DATE | FACTOR |
-----------------------------
| 1 | 2013-01-01 | 1 |
| 2 | 2013-01-01 | 0.8 |
| 2 | 2013-02-01 | 1 |
| 2 | 2013-12-01 | 1.55 |
| 3 | 2013-01-01 | 1 |
| 3 | 2013-04-01 | 1.3 |
| 3 | 2013-05-01 | 1.2 |
| 3 | 2013-06-01 | 1.1 |
| 3 | 2013-07-01 | 1 |
| 4 | 2013-01-01 | 0.9 |
| 4 | 2013-02-01 | 1 |
| 4 | 2013-12-01 | 1.8 |
| 5 | 2013-01-01 | 1.4 |
| 5 | 2013-02-01 | 1 |
| 5 | 2013-10-01 | 1.3 |
| 5 | 2013-11-01 | 1.2 |
| 5 | 2013-12-01 | 1.5 |
What I would like to do is pivot these using a calendar table (already defined):
And finally, cascade the NULL columns to use the previous value.
What I've got so far is a query that will populate the NULLs with the last value for mfg = 3. Each mfg will always have a value for the first of the year. My question is; how do I pivot this and extend to all mfg?
SELECT c.[date],
f.[factor],
Isnull(f.[factor], (SELECT TOP 1 factor
FROM factors
WHERE [date] < c.[date]
AND [factor] IS NOT NULL
AND mfg = 3
ORDER BY [date] DESC)) AS xFactor
FROM (SELECT [date]
FROM calendar
WHERE Datepart(yy, [date]) = 2013
AND Datepart(d, [date]) = 1) c
LEFT JOIN (SELECT [date],
[factor]
FROM factors
WHERE mfg = 3) f
ON f.[date] = c.[date]
Result
| DATE | FACTOR | XFACTOR |
---------------------------------
| 2013-01-01 | 1 | 1 |
| 2013-02-01 | (null) | 1 |
| 2013-03-01 | (null) | 1 |
| 2013-04-01 | 1.3 | 1.3 |
| 2013-05-01 | 1.2 | 1.2 |
| 2013-06-01 | 1.1 | 1.1 |
| 2013-07-01 | 1 | 1 |
| 2013-08-01 | (null) | 1 |
| 2013-09-01 | (null) | 1 |
| 2013-10-01 | (null) | 1 |
| 2013-11-01 | (null) | 1 |
| 2013-12-01 | (null) | 1 |
SQL Fiddle
Don't know if you need the dates to be dynamic from the calender table or if mfg can be more than 5 but this should give you some ideas.
select *
from (
select c.date,
t.mfg,
(
select top 1 f.factor
from factors as f
where f.date <= c.date and
f.mfg = t.mfg and
f.factor is not null
order by f.date desc
) as factor
from calendar as c
cross apply(values(1),(2),(3),(4),(5)) as t(mfg)
) as t
pivot (
max(t.factor) for t.date in ([20130101], [20130201], [20130301],
[20130401], [20130501], [20130601],
[20130701], [20130801], [20130901],
[20131001], [20131101], [20131201])
) as P
SQL Fiddle