Loop through month and year till date while using a merge statement - sql-server

I have 2 tables with the following datas in them:-
Company
CompanyId CompanyName
1 Company1
2 Company2
3 Company3
Employees
EmployeeId EmployeeName CompanyId StartDate
1 Employee1 1 12/21/2011
2 Employee2 1 01/20/2012
3 Employee3 2 03/23/2012
4 Employee4 2 07/15/2012
5 Employee5 2 01/20/2013
6 Employee6 3 12/17/2013
Now i want to check, How many people were recruited in the team in the specified month and year? I have the storage table as follows:-
RecruiterIndicator
CompanyId Year Month EmployeeRecruited
1 2011 12 1
1 2012 1 1
2 2012 3 1
2 2012 7 1
2 2013 1 1
3 2013 12 1
This should be a merge stored procedure that should update the data if it is present for the same month year and company and insert if that is not present? The loop would start from a particular date that can be an parameter and it would loop through the current month.
Please help me with this
Thanks
Vishal

SELECT YEAR(StartDate) AS [Year], MONTH(StartDate) AS [Month], COUNT(*) EmpTotal
FROM Employees
GROUP BY YEAR(StartDate), MONTH(StartDate)
If you want to see the Total Employees by company as well you can do something like this
SELECT YEAR(StartDate) AS [Year], MONTH(StartDate) AS [Month]
,C.CompanyName , COUNT(E.EmployeeId) EmpTotal
FROM Employees E INNER JOIN Company C
ON E.CompanyId = C.CompanyId
GROUP BY YEAR(StartDate), MONTH(StartDate) ,C.CompanyName

Related

Count Distinct Persons Per Year, but Only Once

How would I select distinct persons per year, but only count each person once.
An example of my data is:
ID Date
1 20NOV2018
2 06JUN2017
2 29JUL2011
3 05MAY2014
4 04APR2002
4 25APR2009
I want my output to look like:
2002 1
2009 0
2011 1
2014 1
2017 0
2018 1
Use sub-selects to left join the distinct years with the first year an id occurs and count the ids from that.
data have;
input
id date date9.; format date date9.; datalines;
1 20NOV2018
2 06JUN2017
2 29JUL2011
3 05MAY2014
4 04APR2002
4 25APR2009
run;
proc sql;
create table want as
select each.year, count(first.id) as appeared_count
from
( select distinct year(date) as year
from have
) as each
left join
( select id, min(year(date)) as year
from have group by id
) as first
on each.year = first.year
group by each.year
order by each.year
;
Hope this Code Works Fine for Your case:
SELECT YEAR(M.DATE) AS DATE,COUNT(S.ID)
FROM #TAB M
LEFT JOIN (SELECT MIN(YEAR(DATE)) AS DATE ,ID
FROM #TAB GROUP BY ID) S ON YEAR(M.DATE)=S.DATE GROUP BY YEAR(M.DATE) ORDER BY YEAR(M.DATE)

Calculating number of con-consecutive total years donated in SQL

I have some sample donation history:
ID TransactionDate Amount
10 2001-12-19 00:00:00.000 75.00
10 2001-07-11 00:00:00.000 760.00
10 2010-10-15 00:00:00.000 2200.00
10 2012-08-15 00:00:00.000 1220.00
10 2013-09-16 00:00:00.000 610.00
100 2000-09-26 00:00:00.000 3000.00
100 1999-01-01 00:00:00.000 5000.00
I am trying to get a summary of giving by year by donor. The total does not have to be for consecutive years, but will just total overall # of years given. The total does not need to equal the number of transactions per year, just that the ID donated in that particular year.
For instance, ID 10 above would equal 4 indicating giving in 4 calendar years (2 donations in 2001, 1 in 2010, 1 in 2012, and 1 in 2013). ID 100 would equal 2.
The donations date back many years, so hard-coding dates is not very feasible.
Any ideas are appreciated.
Try this:
SELECT ID, DATEPART(yy,TransactionDate) Year, COUNT(*)
FROM tableName
GROUP BY ID, DATEPART(yy,TransactionDate)
You just need to return and then group on the relevant parts of your data, which is the ID and the year of the TransactionDate:
select d.ID
,count(1) as DonationYears
from(select distinct ID -- Sub query returns one row per ID and Year, which is counted up by ID in the outer query
,year(TransactionDate) as TranYear
from Donations
) d
group by d.ID

ROW_NUMBER on a specific query

I have the below data, and I performed a ROW_NUMBER(partition by ID order by YEAR) function based on year which's ranking my data as below.
I want to bring in name for every id based on their latest year. I want to bring in NULL data if that's the only data available and bring in latest NON NULL data for every other record. But rownumber only lets me bring in recent name which could be NULL. How do I query below data to bring in most recent NON NULL name?
ID year name rownum
10 2011 abc 1
10 2010 abc 2
11 2011 ghi 1
11 2010 ghi 1
13 2010 NULL 1
13 2009 jkl 2
14 2014 NULL 1
14 2014 mno 2
15 2015 NULL 1
I want to bring in names jkl, mno for ID's 13 and 14 and not NULLS in my final result. Any suggestion on how to achieve that?
The output I desire is below - I want to display data for ROW NUM=1
10 2011 abc
11 2011 ghi
13 2009 jkl
14 2014 mno
15 2015 NULL
Sort non-null rows ahead of null rows:
select ID, year, name
from (select *,
row_number() over (partition by ID
order by case when name is null then 1 else 0 end, year desc) as RN
from #t) _
where rn = 1
See also SQL Server equivalent to Oracle's NULLS FIRST?, SQL Server ORDER BY date and nulls last &

Partition by Quarterly Years

How can I add another column that would partition them quarterly (Jan-March, April-June, June-Sep) and then add another counter to keep track of the quarterly and define that Q1 2011 is not the same as Q1 2012. Essentially how would I add the Quarters and Tracker Column. I have looked at ROW_NUMBER(), NTILE functions but not sure how to combine them with months.
--- Period --- Quarters---Tracker
2012-05-06 2 1
2012-05-20 2 1
2012-06-03 2 1
2012-07-01 3 2
2012-08-12 3 2
2012-08-26 3 2
2012-09-09 3 2
2012-10-07 4 3
2012-10-21 4 3
2012-11-04 4 3
2012-11-18 4 3
2012-12-02 4 3
2012-12-16 4 3
2012-12-30 4 3
2013-01-13 1 4
2013-01-27 1 4
REALLY STUCK!
I put the quarter CASE logic in the table definition, but you could also put it in the query so you don't have to modify your table.
Create Table Blah
(
SampleDate Date Default(Convert(Date,Getdate())),
Quarters As ( Case
When Month(SampleDate) Between 1 And 3 Then 1
When Month(SampleDate) Between 4 And 6 Then 2
When Month(SampleDate) Between 7 And 9 Then 3
Else 4 End)
)
Insert Blah (SampleDate)
Select '2012-05-06'
Union All
Select '2012-05-20'
Union All
Select '2012-06-03'
Union All
Select '2012-07-01'
Union All
Select '2012-08-12'
Union All
Select '2012-09-09'
Union All
Select '2012-10-07'
Union All
Select '2012-11-04'
Union All
Select '2012-12-16'
Union All
Select '2013-01-13'
Union All
Select '2013-01-27'
Select *,
Dense_Rank() Over (Order By Year(SampleDate),Quarters) As Tracker
From Blah
So you want a simple column to represent your actual quarter?
2012-Q1, 2011-Q1, 2010-Q1 that you would like to use SQL Partitions on? Or you want 2 columns? One to be partitioned on, and another one to actually indicate the year?
Thinking about it, do you need a counter? Couldn't you just set up the other column to be the year?
so you would have 2 columns. One indicating the quarter, and the other the year
quarter year
1 2011
1 2012
1 2010

SELECT top 5 SUMs (one per customer) for each month in range

I have a query that pulls out month/year totals for customers, and add the ntile ranking. If I were to be able to pull out the max subtotal for ntile 1, 2, 3, 4, and 5, I would ALMOST get what I'm after, but I do not know how to proceed.
For example, the result I want would look something like:
Month Year CustomerCode SubTotal ntile
1 2012 CCC 131.45 1
1 2012 CCC 342.95 2
1 2012 ELITE 643.92 3
1 2012 CCC 1454.05 4
1 2012 CCC 12971.78 5
2 2012 CCC 135.99 1
2 2012 CCI 370.47 2
2 2012 NOC 766.84 3
2 2012 ELITE 1428.26 4
2 2012 VBC 5073.20 5
3 2012 CCC 119.02 1
3 2012 CCC 323.78 2
3 2012 HUCC 759.66 3
3 2012 ELITE 1402.95 4
3 2012 CCC 7964.20 5
EXCEPT - I would expect ranking to be different customers like for month 2, but my base query isn't giving me that result - and I obviously don't know how to get it in T-SQL on SQL SERVER 2005 - in fact I'm not sure what I'm getting.
My next option is to pull a DataTable in C# and do some gymnastics to get there, but there has to be an easier way :)
My base query is
SELECT
i.DateOrdered
,LTRIM(STR(DATEPART(MONTH,i.DateOrdered))) AS [Month]
,LTRIM(STR(YEAR(i.Dateordered))) AS [Year]
,c.CustomerCode
,SUM(i.Jobprice) AS Subtotal
,NTILE(5) OVER(ORDER BY SUM(i.JobPrice)) AS [ntile]
FROM Invoices i
JOIN
Customers c
ON i.CustomerID = c.ID
WHERE i.DateOrdered >= '1/1/2012'
AND i.DateOrdered <= '9/30/2012'
GROUP BY YEAR(i.DateOrdered), MONTH(i.DateOrdered), i.DateOrdered, c.CustomerCode
ORDER BY LTRIM(STR(DATEPART(MONTH,i.DateOrdered))),
TRIM(STR(YEAR(i.Dateordered))),
SUM(i.JobPrice), c.CustomerCode ASC
I'd really appreciate help getting this right.
Thanks in advance
Cliff
If I read you correctly, what you are after is
For each month in the range,
Show 5 customers who have the greatest SUMs in that month
And against each customer, show the corresponding SUM.
In that case, this SQL Fiddle creates a sample table and runs the query that gives you the output described above. If you wanted to see what's in the created tables, just do simple SELECTs on the right panel.
The query is:
; WITH G as -- grouped by month and customer
(
SELECT DATEADD(D,1-DAY(i.DateOrdered),i.DateOrdered) [Month],
c.CustomerCode,
SUM(i.Jobprice) Subtotal
FROM Invoices i
JOIN Customers c ON i.CustomerID = c.ID
WHERE i.DateOrdered >= '1/1/2012' AND i.DateOrdered <= '9/30/2012'
GROUP BY DATEADD(D,1-DAY(i.DateOrdered),i.DateOrdered), c.CustomerCode
)
SELECT MONTH([Month]) [Month],
YEAR([Month]) [Year],
CustomerCode,
SubTotal,
Rnk [Rank]
FROM
(
SELECT *, RANK() OVER (partition by [Month] order by Subtotal desc) Rnk
FROM G
) X
WHERE Rnk <= 5
ORDER BY Month, Rnk
To explain, the first part (WITH block) is just a fancy way of writing a subquery, that GROUPs the data by month and Customer. The expression DATEADD(D,1-DAY(i.DateOrdered),i.DateOrdered) turns every date into the FIRST day of that month, so that the data can be easily grouped by month. The next subquery written in traditional form adds a RANK column within each month by the subtotal, which is finally SELECTed to give the top 5*.
Note that RANK allows for equal rankings, which may end up showing 6 customers for a month, if 3 of them are ranked equally at position 4. If that is not what you want, then you can change the word RANK to ROW_NUMBER which will randomly tie-break between equal Subtotals.
The query needs to be modified to only get the month and year dateparts. The issue you are having with the same customer showing multiple times in the same month is due to the inclusion of i.DateOrdered in the select and group by clauses.
The following query should give you what you need. Also, I suspect it is a typo on the next to last line of the query, but tsql doesn't have a TRIM() function only LTRIM and RTRIM.
SELECT
LTRIM(STR(DATEPART(MONTH,i.DateOrdered))) AS [Month]
,LTRIM(STR(YEAR(i.Dateordered))) AS [Year]
,c.CustomerCode
,SUM(i.Jobprice) AS Subtotal
,NTILE(5) OVER(ORDER BY SUM(i.JobPrice)) AS [ntile]
FROM Invoices i
JOIN
Customers c
ON i.CustomerID = c.ID
WHERE i.DateOrdered >= '1/1/2012'
AND i.DateOrdered <= '9/30/2012'
GROUP BY YEAR(i.DateOrdered), MONTH(i.DateOrdered), c.CustomerCode
ORDER BY LTRIM(STR(DATEPART(MONTH,i.DateOrdered))),
LTRIM(STR(YEAR(i.Dateordered))),
SUM(i.JobPrice), c.CustomerCode ASC
This gives these results
Month Year CustomerCode Subtotal ntile
1 2012 ELITE 643.92 2
1 2012 CCC 14900.23 5
2 2012 CCC 135.99 1
2 2012 CCI 370.47 1
2 2012 NOC 766.84 3
2 2012 ELITE 1428.26 4
2 2012 VBC 5073.20 4
3 2012 HUCC 759.66 2
3 2012 ELITE 1402.95 3
3 2012 CCC 8407.00 5
Try this:
declare #tab table
(
[month] int,
[year] int,
CustomerCode varchar(20),
SubTotal float
)
insert into #tab
select
1,2012,'ccc',131.45 union all
select
1,2012,'ccc',343.45 union all
select
1,2012,'ELITE',643.92 union all
select
2,2012,'ccc',131.45 union all
select
2,2012,'ccc',343.45 union all
select
2,2012,'ELITE',643.92 union all
select
3,2012,'ccc',131.45 union all
select
3,2012,'ccc',343.45 union all
select
3,2012,'ELITE',643.92
;with cte as
(
select NTILE(3) OVER(partition by [month] ORDER BY [month]) AS [ntile],* from #tab
)
select * from cte
Even in your base query you need to add partition by, so that you will get correct output.
I can't see how to solve this problem without double ranking:
You need to get the largest sums per customer & month.
You then need, for every month, to retrieve the top five of the found sums.
Here's how I would approach this:
;
WITH MaxSubtotals AS (
SELECT DISTINCT
CustomerID,
MonthDate = DATEADD(MONTH, DATEDIFF(MONTH, 0, DateOrdered), 0),
Subtotal = MAX(SUM(JobPrice)) OVER (
PARTITION BY Customer, DATEADD(MONTH, DATEDIFF(MONTH, 0, DateOrdered), 0)
ORDER BY SUM(JobPrice)
)
FROM Invoices
GROUP BY
CustomerID,
DateOrdered
),
TotalsRanked AS (
SELECT
CustomerID,
MonthDate,
Subtotal,
Ranking = ROW_NUMBER() OVER (PARTITION BY MonthDate ORDER BY Subtotal DESC)
FROM MaxDailyTotals
)
SELECT
Month = MONTH(i.MonthDate),
Year = YEAR(i.MonthDate),
c.CustomerCode,
i.Subtotal,
i.Ranking
FROM TotalsRanked i
INNER JOIN Customers ON i.CustomerID = c.ID
WHERE i.Ranking <= 5
;
The first CTE, MaxSubtotals, determines the maximum subtotals per customer & month. Involving DISTINCT and a window aggregating function, it is essentially a "shortcut" for the following two-step query:
SELECT
CustomerID,
MonthDate,
Subtotal = MAX(Subtotal)
FROM (
SELECT
CustomerID,
MonthDate = DATEADD(MONTH, DATEDIFF(MONTH, 0, DateOrdered), 0),
Subtotal = SUM(JobPrice)
FROM Invoices
GROUP BY
CustomerID,
DateOrdered
) s
GROUP BY
CustomerID,
MonthDate
The other CTE, TotalsRanked, simply adds ranking numbers for the found susbtotals, partitioning by customer and month. As a final step, you only need to limit the rows to those that have rankings not greater than 5 (or whatever you might choose another time).
Note that using ROW_NUMBER() to rank the rows in this case guarantees that you'll get no more than 5 rows with the Ranking <= 5 filter. If there were two or more rows with the same subtotal, the would get distinct rankings, and in the end you might end up with an output like this:
Month Year CustomerCode Subtotal Ranking
----- ---- ------------ -------- -------
1 2012 CCC 1500.00 1
1 2012 ELITE 1400.00 2
1 2012 NOC 900.00 3
1 2012 VBC 700.00 4
1 2012 HUCC 700.00 5
-- 1 2012 ABC 690.00 6 -- not returned
-- 1 2012 ... ... ...
Even though there might be other customers with Subtotals of 700.00 for the same month, they wouldn't be returned, because they would be assigned rankings after 5.
You could use RANK() instead of ROW_NUMBER() to account for that. But note that you might end up with more than 5 rows per month then, with an output like this:
Month Year CustomerCode Subtotal Ranking
----- ---- ------------ -------- -------
1 2012 CCC 1500.00 1
1 2012 ELITE 1400.00 2
1 2012 NOC 900.00 3
1 2012 VBC 700.00 4
1 2012 HUCC 700.00 4
1 2012 ABC 700.00 4
-- 1 2012 DEF 690.00 7 -- not returned
-- 1 2012 ... ... ...
Customers with subtotals less than 700.00 wouldn't make it to the output because they would have rankings starting with 7, which would correspond to the ranking of the first under-700.00 sum if ranked by ROW_NUMBER().
And there's another option, DENSE_RANK(). You might want to use it if you want up to 5 distinct sums per month in your output. With DENSE_RANK() your output might contain even more rows per month than it would have with RANK(), but the number of distinct subtotals would be exactly 5 (or fewer if the original dataset can't provide you with 5). That is, your output might then look like this:
Month Year CustomerCode Subtotal Ranking
----- ---- ------------ -------- -------
1 2012 CCC 1500.00 1
1 2012 ELITE 1400.00 2
1 2012 NOC 900.00 3
1 2012 VBC 700.00 4
1 2012 HUCC 700.00 4
1 2012 ABC 700.00 4
1 2012 DEF 650.00 5
1 2012 GHI 650.00 5
1 2012 JKL 650.00 5
-- 1 2012 MNO 600.00 5 -- not returned
-- 1 2012 ... ... ...
Like RANK(), the DENSE_RANK() function assigns same rankings to identical values, but, unlike RANK(), it doesn't produce gaps in the ranking sequence.
References:
OVER Clause (Transact-SQL)
Ranking Functions (Transact-SQL)

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