SQL Server with left join/having sum/group by - sql-server

Question

Table B holds planned values. Table M hold actual values. I need to find all rows in table B where either there is no actual values (ie. joined) row in table M, or where joined rows have different total actual value rows. I am trying a combination of an outer join and having sum ... group by to achieve this, but it isn't working because the 'orphans' in table B are not being returned.
My query is:-
SELECT B.Id, B.Date, b.Ref,SUM(M.Actual_Volume), SUM(B.Planned_Volume),
SUM(M.Actual_Value),SUM(B.Planned_Value)
FROM
TableB B
left JOIN TableM M on M.Id = B.Id
inner JOIN TableX on TableX.FieldX = B.FieldX
WHERE TableX.FieldY = (SELECT T.FieldY from TableX T where T.FieldX = 408344)
AND TableX.FieldZ = (SELECT T1.FieldZ from TableX T1 where T1.FieldX = 408344)
group by B.Id, B.Date, B.Ref
having SUM(M.Actual_Volume) <> SUM(B.Planned_Volume)
OR SUM(M.Actual_Value) <> SUM(B.Planned_Value)
order by b.Id
If I use = instead of <> to compare the actuals and planned I get rows that join, but I need the rows where the actuals don't equal the planned, or where there is a planned but not an actual.
Thanks!
Table B
Id planned_vol planned val
19 2 350
28 1 100
53 3 650
61 1 50
Table M
M.Id B.Id actual_vol actual_val
58 19 2 350
65 28 1 100
66 53 1 150
So the query should return,
B.Id
53 (because planned_vol <> actual_vol and planned_val <> actual_val)
61 (because B.Id 61 is not in table M)
hth!

Answer 1

This is untested, but I think you need to move the having requirements into the left outer join requirements. Using CTEs (i.e. you need to be using SQL Server 2005 or later for this to work) is one way to do it.
Your having clause is forcing SQL Server to treat the B-M join as an inner join. There may be an alternative approach that does not use CTEs which checks for NULLs in all the right places. But I prefer the divide-and-conquer approach.
WITH
[BAlt] AS
(
SELECT
[B].[Id],
[B].[Date],
[B].[Ref],
SUM([B].[Planned_Volume]) AS [Planned_Volume],
SUM([B].[Planned_Value]) AS [Planned_Value],
FROM [TableB] AS [B]
INNER JOIN [TableX] AS [X1] ON [X1].[FieldX] = [B].[FieldX]
AND [X1].[FieldY] =
(
SELECT
[X2].[FieldY]
FROM [TableX] AS [X2]
WHERE [X2].[FieldX] = 408344
)
AND [X1].[FieldZ] =
(
SELECT
[X3].[FieldZ]
FROM [TableX] AS [X2]
WHERE [X3].[FieldX] = 408344
)
GROUP BY
[B].[Id],
[B].[Date],
[B].[Ref]
),
[MAlt] AS
(
SELECT
[M].[Id],
SUM([M].[Actual_Volume]) AS [Actual_Volume],
SUM([M].[Actual_Value]) AS [Actual_Value]
FROM [M]
GROUP BY
[M].[Id]
)
SELECT
[BAlt].[Id],
[BAlt].[Date],
[BAlt].[Ref],
[BAlt].[Planned_Volume],
[BAlt].[Planned_Value],
[MAlt].[Actual_Volume],
[MAlt].[Actual_Value]
FROM [BAlt]
LEFT OUTER JOIN [MAlt] ON [MAlt].[Id] = [BAlt].[Id]
AND
(
[MAlt].[Actual_Volume] <> [BAlt].[Planned_Volume]
OR [MAlt].[Actual_Value] <> [BAlt].[Planned_Value]
)
ORDER BY
[BAlt].[Id]

Answer 2

I really don't see a problem:
create table b
( B_id int
,PlannedVolume int
,PlannedValue int
)
create table M
( M_id int
,B_id int
,ActualVolume int
,ActualValue int
)
insert b (b_id, PlannedVolume, PlannedValue)
values (19, 2, 350),
(28, 1, 100),
(53, 3, 650),
(61, 1, 50)
insert m (m_id, b_id, ActualVolume, ActualValue)
values (58, 19, 2, 350),
(65, 28, 1, 100),
(66, 53, 1, 150),
(67, 53, 1, 100)
select b.b_id
from b
left join
( select b_id
,sum(ActualVolume) as ActualVolume
,sum(ActualValue) as ActualValue
from m
group by b_id
) m
on m.b_id = b.b_id
where
m.b_id is null
or
(m.ActualValue <> b.PlannedValue and m.ActualVolume <> b.PlannedVolume)