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YTD/PTD Groupings

Posted on 2009-05-08
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Last Modified: 2012-05-06
Hi- I need to run a report that would summarize Project to date and Year to date items.  These currently are all retrieved in 1 data set.

How do I display them to they are group together eg.

Project name, Period, Start date, hours
Project1          PTD   Max(date)eg 2/2/2009    100
project1          YTD   1/1/2009       40

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Question by:DEN_Jimbo
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Accepted Solution

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Hwkranger earned 1500 total points
ID: 24337443
If your line data looks something like:

Project, Item Date, Hours  

You can do

SELECT
 Project, YEAR(Item Date), SUM(Hours)
FROM
 <Source>
GROUP BY Project, Year(Item Date)

Example


DECLARE @Table TABLE (Project nvarchar(10), ItemDate datetime, Hours float)
 
INSERT INTO @Table VALUES ('Project 1', '01/01/05', '5.5')
INSERT INTO @Table VALUES ('Project 1', '02/01/05', '1.5')
INSERT INTO @Table VALUES ('Project 1', '03/01/05', '2.5')
INSERT INTO @Table VALUES ('Project 1', '04/01/05', '3.5')
INSERT INTO @Table VALUES ('Project 1', '01/01/06', '4.5')
INSERT INTO @Table VALUES ('Project 1', '02/01/07', '6.5')
INSERT INTO @Table VALUES ('Project 2', '01/01/05', '5.5')
INSERT INTO @Table VALUES ('Project 2', '02/01/05', '1.5')
INSERT INTO @Table VALUES ('Project 2', '03/01/05', '2.5')
INSERT INTO @Table VALUES ('Project 2', '04/01/05', '3.5')
INSERT INTO @Table VALUES ('Project 2', '01/01/06', '4.5')
INSERT INTO @Table VALUES ('Project 2', '02/01/07', '6.5')
 
SELECT Project, SUM(Hours), Year(ItemDate)
FROM @Table
GROUP BY Project, Year(ItemDate)

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Author Comment

by:DEN_Jimbo
ID: 24340288
hum.  I am tring to do this with reporting serices not plain sql.  I think its the way I do the layouts.  For example my dataset is included below.  Can I combine a table with two datasets that are grouped on the projectname or Title? because then I could do a full query for PTD(eg the code below) then do a query from the start of the year to present.

<multiList title="Projects" relativeSiteUrl="@URL!" tableName="Projects" type="List">
<fields>Title,State,Site,Rstlabel,ProjectType,Start,ActualStart,BaselineFinish,BaselineWork,BaselineCost,Finish,Cost,Work,ExecSponsor,Owner,PM</fields>
<query>
<Where>
<Eq>
<FieldRef Name="State" /><Value Type="Text">Active</Value>
</Eq>
</Where>
</query>
</multiList>
<sqlOp op="distinct">
<sortOrder>ASC</sortOrder>
<dstTableName>SIP Projects</dstTableName>
<tableName>Projects</tableName>
<fieldName>Title,State,Site,Rstlabel,ProjectType,Start,ActualStart,BaselineFinish,BaselineWork,BaselineCost,Finish,Cost,Work,ExecSponsor,Owner,PM</fieldName>
</sqlOp>
<resultSet>Projects</resultSet>
</root>

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