Adding Grand Totals in Pivot Table - sql-server

Question

I have created a pivot table with the following code:
DECLARE #SQL AS VARCHAR(MAX)
DECLARE #Columns AS VARCHAR (MAX)
SELECT #Columns =
COALESCE(#Columns + ', ','')+ QUOTENAME(PortfolioID)
FROM
(
SELECT PortfolioID FROM InfoPortal.DBO.fn_Generic_PortfolioGroupMembers (#PortfolioGroup)
) AS B
ORDER BY B.PortfolioID
SET #SQL = '
WITH PivotData AS
(
SELECT
PortfolioID, Percentage, DurationBand, DurationSort
FROM #Worktable
)
SELECT
DurationBand,
' + #Columns + '
FROM PivotData
PIVOT
(
SUM(Percentage)
FOR PortfolioID
IN (' + #Columns + ')
) AS PivotResult
ORDER BY DurationSort'
EXEC (#SQL)
However what i would like to do is add grand totals for each portfolioID, and i'm unsure of how to achieve this. Any help?

Answer 1

You should be able to add a GROUP BY with ROLLUP to produce the totals row, similar to this:
DECLARE #SQL AS VARCHAR(MAX)
DECLARE #Columns AS VARCHAR (MAX)
DECLARE #ColumnsRollup AS VARCHAR (MAX)
SELECT #Columns =
COALESCE(#Columns + ', ','')+ QUOTENAME(PortfolioID)
FROM
(
SELECT distinct PortfolioID
FROM worktable
) AS B
ORDER BY B.PortfolioID
SELECT #ColumnsRollup =
COALESCE(#ColumnsRollup + ', Sum(','Sum(')+ QUOTENAME(cast(PortfolioID as varchar(10)))+') as Portfolio'+cast(PortfolioID as varchar(10))
FROM
(
SELECT distinct PortfolioID
FROM worktable
) AS B
ORDER BY B.PortfolioID
SET #SQL = '
WITH PivotData AS
(
SELECT PortfolioID, Percentage, DurationBand, DurationSort
FROM Worktable
)
SELECT case when DurationBand is not null then cast(durationband as varchar(10))
else ''Total'' end Durationband, ' + #ColumnsRollup+ '
FROM
(
SELECT DurationBand, ' + #Columns + '
FROM PivotData
PIVOT
(
SUM(Percentage)
FOR PortfolioID IN (' + #Columns + ')
) AS PivotResult
) src
GROUP BY DurationBand with ROLLUP'
EXEC (#SQL)
See SQL Fiddle with Demo. Note: sample data is just mocked based on your table structure.
Result:
| DURATIONBAND | PORTFOLIO1 | PORTFOLIO2 | PORTFOLIO3 |
-------------------------------------------------------
| 2 | 78 | (null) | (null) |
| 5 | (null) | (null) | 4 |
| 12 | 10 | 45 | (null) |
| Total | 88 | 45 | 4 |
Based in the need to keep things sorted, you can use:
DECLARE #SQL AS VARCHAR(MAX)
DECLARE #Columns AS VARCHAR (MAX)
DECLARE #ColumnsRollup AS VARCHAR (MAX)
SELECT #Columns =
COALESCE(#Columns + ', ','')+ QUOTENAME(PortfolioID)
FROM
(
SELECT distinct PortfolioID
FROM worktable
) AS B
ORDER BY B.PortfolioID
SELECT #ColumnsRollup =
COALESCE(#ColumnsRollup + ', Sum(','Sum(')+ QUOTENAME(cast(PortfolioID as varchar(10)))+') as '+QUOTENAME(cast(PortfolioID as varchar(10)))
FROM
(
SELECT distinct PortfolioID
FROM worktable
) AS B
ORDER BY B.PortfolioID
SET #SQL = '
WITH PivotData AS
(
SELECT PortfolioID, Percentage, DurationBand, DurationSort
FROM Worktable
)
SELECT *
FROM
(
SELECT DurationBand, ' + #Columns + '
FROM PivotData
PIVOT
(
SUM(Percentage)
FOR PortfolioID IN (' + #Columns + ')
) AS PivotResult
UNION ALL
select ''Grand Total'', '+#ColumnsRollup+'
from
(
SELECT DurationBand, ' + #Columns + '
FROM PivotData
PIVOT
(
SUM(Percentage)
FOR PortfolioID IN (' + #Columns + ')
) AS PivotResult
)tot
) src
'
EXEC (#SQL)
See SQL Fiddle with Demo