Query for generating monthly sales report!!!!!!!!!!!!!!!!!

Posted on 2008-10-03
Last Modified: 2008-10-24
Hi Experts,

           I am working on a project where I need to generate a monthly sales report. In have two table one with customer information like Cust_id, Cust_name, etc. and other with invoice amount info like Cust_id, Sale_Date, Amount, etc. Now in the report I need to show Customer wise monthly sale report where user will give me input for how many months he wants report for suppose User inputs 6 then I need to show previous 6 months sales report. Now after extracting this report I need to display a column for each month in the report like for 6 months


Name    Sep.    Aug     July    June     May     April
Sam     1000    100      -        900       -          -
John     500      235     764    -           43       -
Bill        3333    -           -        1129    8888   4312

I Hope I have explained the question in the best possible way I could have done. But if u need any clarification you can ask me.

I need a query for this

Can any one help me.

Its urgent.....

Thanx in advance..

Question by:Paramhans
LVL 37

Expert Comment

ID: 22639809
this can be done rather easly in dynamic sql or a bit harder in static sql
are you allowed to use dynamic sql?

Accepted Solution

petr_hlucin earned 100 total points
ID: 22639825
Hi Param,

Since you need a 2D table with values of the same kind (not an ordinary dataset which we can look at as a list of data items) you can't get the table described in your problem. In order to get this data in 1 query (which you probably want) you'll have to obtain a table which will look like this:

Cust_id  Name  m    y        sales
1            Sam    9    2007   1000
2            John    9    2007   500

So execute such select:

select c.Cust_id, c.Cust_Name, sum(Amount) sales, DATEPART(month, i.Sale_Date) m, DATEPART(year, i.Sale_Date) y
from ivoice i, cust c
where c.Cust_id = i.Cust_id and
i.Sale_Date < ... and i.Sale_Date > ...
group by Cust_id, m, y

Don't forget to replace ... with apropriate dates of begin and end of the report period.
LVL 59

Assisted Solution

by:Kevin Cross
Kevin Cross earned 300 total points
ID: 22639849
The PIVOT will prove to be the most challenging part of this.  So to start out, let us at get the data in rows first to ensure it is what you need then try to figure out PIVOT as SQL 2005 offers a nice method; however, it requires hardcoded columns.  You could always take the result and utilize Excel/Access PIVOT table which will dynamically build columns or you can use dynamic SQL to create select statement with PIVOT keyword in SQL Server.

But anyway, here is the first part:
DECLARE @numMonths INT
SET @numMonths = 6
-- invoices represents your table of invoices
-- customers represents your table of customers
;WITH CustomerInvoices AS (
SELECT c.Cust_name AS [Name]
, Year(i.Sale_Date) AS [Yr] /* in case span multiple years */
, Month(i.Sale_Date) AS [Mnth]
, DateName(mm, i.Sale_Date) AS [MnthName]
, CAST(SUM(IsNull(i.Amount, 0.00)) AS Money) AS TotalAmount /* SUM() should eliminate NULLs, but for clarity */
FROM Customers c LEFT JOIN Invoices i
ON c.Cust_ID = i.Cust_ID
WHERE i.Sale_Date >= DATEADD(mm, - @numMonths, DATEDIFF(dd, 0, GETDATE() - DAY(GETDATE()) + 1))
AND i.Sale_Date < DATEADD(dd, - DAY(GETDATE()) + 1, DATEDIFF(dd, 0, GETDATE()))
GROUP BY c.Cust_Name, Year(i.Sale_Date), Month(i.Sale_Date), DateName(mm, i.Sale_Date)
SELECT [Name], [MnthName], [TotalAmount]
FROM CustomerInvoices

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LVL 59

Expert Comment

by:Kevin Cross
ID: 22639851
Took me a little bit to type out my thought and now I see some other posts in here, so I apologize for duplication.
LVL 42

Assisted Solution

dqmq earned 100 total points
ID: 22639863
You may want to refine how you select the date range, but the basic query looks like this:
TRANSFORM Sum(Sale.Amount) AS SumOfAmount
SELECT Cust.CustName
FROM Cust INNER JOIN Sale ON Cust.CustId = Sale.CustId
WHERE (((Sale.SaleDate) Between DateAdd("M",-1*[?NumberOfMonths],[?End Date]) And [?End Date]))
GROUP BY Cust.CustName
PIVOT MonthName(Month([SaleDate]),True) In ("Jan","Feb","Mar","Apr","May","Jun","Jul","Aug","Sep","Oct","Nov","Dec");

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LVL 42

Expert Comment

ID: 22639866
Darn...thought I was working the Access forum.  Disregard previous answer.  Too late at night...time for bed
LVL 59

Assisted Solution

by:Kevin Cross
Kevin Cross earned 300 total points
ID: 22639878
The equivalent to this in MS SQL is the following (using column names from my above query for example):
PIVOT (SUM(TotalAmount) FOR MnthName IN ('January','February','March','April','May','June','July','August','September','October','November','December')) p

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LVL 59

Assisted Solution

by:Kevin Cross
Kevin Cross earned 300 total points
ID: 22639885
dgmg, you made me do a double take on the question and zone. :) definitely a little easier in Access to pivot.  Can even get the base data per a query like mine in rows and then use the crosstab wizard which will dynamically pick up columns names, etc.

I have never tried this, but do you know for the asker's sake if using linked servers in MS Access to the SQL database tables named like in your example Cust and Sale and then construct a query in access using your comment --- would that work?  Don't have Access on this machine to try.  I believe it would, but as I said haven't tried as usually dealing with imported data or using PIVOT view on SQL tables within Access.

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