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How to dynamically aggregate columns based on date range

Posted on 2010-11-15
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Last Modified: 2012-05-10
I want to aggregate total columns (ie. april, may etc.) based on parameter date range, and then update another table with those aggregates.  

The table containing the totals is named VisitProjections and looks like this (FY starting in april):

Site   april   may   june   july   aug   sept   oct   nov   dec   jan   feb   mar
A       25      35     40      20     15     22      44    33    22    21     23    46
B       21      31     33      23     12     20      40    36    21    20     25    35
etc etc..

This is a very small table and so far I only have data for 1 FY, but every year I'll be given 12 new months.  Let's day the date range is 2010-04 thru 2010-06.   For site A I'd want to add 25 + 35 + 40.  The lowest granular level is month - and the start and end dates may be the same (1 month).   I have a lot of flexibility with this table so I can rename columns in any fashion.

The table to be updated is named tempZ and looks like this using the above date range:
Site   Projected Visits
A       100
B         85

If I were to hard code just one date range my code would look like this:
update tempZ                  
set ProjectedVisits = (b.april + b.may + b.june)
from tempZ a inner join VisitProjections b
on a.groupno = b.site

What's the best way to design the VisitProjections table and create dynamic code to update table tempZ?

Thanks for your help in advance,   Scarlett20


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Question by:Scarlett20
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Expert Comment

by:GDG_DBA
ID: 34140208
Do you want quarterly aggregate data or is that just a coincidence?

-G
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Author Comment

by:Scarlett20
ID: 34140278
just a coindence.  It can be one or more months and also go past FY boundaries (ie.  for FY starting in april --> the range might be 2011-03  thru 2011-04)

-Scarlett20
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Expert Comment

by:GDG_DBA
ID: 34140350
From your table VisitProjections, how do you determine the year?
-G
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Author Comment

by:Scarlett20
ID: 34140428
So far, I don't determine the year since I only have 12 months of data so far.  But  this is how I'd add the year column:

Site   Year    jan   feb     mar   april   may   june   july   aug   sept   oct   nov   dec  
A       2010      0     0       0       25    35     40      20     15     22      44    33    22    B       2010      0     0       0       21    31     33      23     12     20      40    36    21    etc etc..
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Expert Comment

by:GDG_DBA
ID: 34140664
Play with this design a bit and see what you think...

Inclueded is a temp table, with some options on how the month gets stored, and some sample queries you can mess around with.

-G
create table #VisitProjections (SiteID int, SiteName varchar(25), monthDate datetime, YearNum int, MonthNum int, ProjectedVisits int)


insert into #VisitProjections values (1, 'A', '20100401', 2010, 4, 25)
insert into #VisitProjections values (1, 'A', '20100501', 2010, 5, 35)
insert into #VisitProjections values (1, 'A', '20100601', 2010, 6, 40)
insert into #VisitProjections values (1, 'A', '20100701', 2010, 7, 20)
insert into #VisitProjections values (1, 'A', '20100801', 2010, 8, 15)
insert into #VisitProjections values (1, 'A', '20100901', 2010, 9, 22)
insert into #VisitProjections values (1, 'A', '20101001', 2010, 10, 44)
insert into #VisitProjections values (1, 'A', '20101101', 2010, 11, 33)
insert into #VisitProjections values (1, 'A', '20101201', 2010, 12, 22)
insert into #VisitProjections values (1, 'A', '20110101', 2011, 1, 21)
insert into #VisitProjections values (1, 'A', '20110201', 2011, 2, 23)
insert into #VisitProjections values (1, 'A', '20110301', 2011, 3, 46)



insert into #VisitProjections values (1, 'B', '20100401', 2010, 4, 21)
insert into #VisitProjections values (1, 'B', '20100501', 2010, 5, 31)
insert into #VisitProjections values (1, 'B', '20100601', 2010, 6, 33)
insert into #VisitProjections values (1, 'B', '20100701', 2010, 7, 23)
insert into #VisitProjections values (1, 'B', '20100801', 2010, 8, 12)
insert into #VisitProjections values (1, 'B', '20100901', 2010, 9, 20)
insert into #VisitProjections values (1, 'B', '20101001', 2010, 10, 40)
insert into #VisitProjections values (1, 'B', '20101101', 2010, 11, 36)
insert into #VisitProjections values (1, 'B', '20101201', 2010, 12, 21)
insert into #VisitProjections values (1, 'B', '20110101', 2011, 1, 20)
insert into #VisitProjections values (1, 'B', '20110201', 2011, 2, 25)
insert into #VisitProjections values (1, 'B', '20110301', 2011, 3, 35)

select * 
from #VisitProjections

select SUM(projectedvisits) from #VisitProjections 
where SiteName = 'A' and YearNum  = 2010 and MonthNum  between 4 and 6

select siteName, SUM(projectedvisits) from #VisitProjections 
where YearNum  = 2010 and MonthNum  between 4 and 6
group by SiteName 

select siteName , SUM(projectedvisits) 
from #VisitProjections 
where monthDate between '20101201' and '20110228'
group by SiteName

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Accepted Solution

by:
GDG_DBA earned 500 total points
ID: 34140780
Once you have the sample above you can try this query which presents the data the way you showed in your samples.  This can be turned into a view to present the data this way if you wish.

-G
select SiteName, year, SUM(jan) 'Jan' 
, SUM(Feb) 'Feb' 
, SUM(Mar) 'Mar' 
, SUM(Apr) 'Apr' 
, SUM(May) 'May' 
, SUM(Jun) 'Jun' 
, SUM(Jul) 'Jul' 
, SUM(Aug) 'Aug' 
, SUM(Sep) 'Sep' 
, SUM(Oct) 'Oct' 
, SUM(Nov) 'Nov' 
, SUM(Dec) 'Dec' 
from 
(select siteName 
, DATENAME(year, monthdate) 'Year'
, case when DATEPART(month, monthdate) = 1 then ProjectedVisits else 0 end as 'January'
, case when DATEPART(month, monthdate) = 2 then ProjectedVisits else 0 end as 'February'
, case when DATEPART(month, monthdate) = 3 then ProjectedVisits else 0 end as 'March'
, case when DATEPART(month, monthdate) = 4 then ProjectedVisits else 0 end as 'April'
, case when DATEPART(month, monthdate) = 5 then ProjectedVisits else 0 end as 'May'
, case when DATEPART(month, monthdate) = 6 then ProjectedVisits else 0 end as 'June'
, case when DATEPART(month, monthdate) = 7 then ProjectedVisits else 0 end as 'July'
, case when DATEPART(month, monthdate) = 8 then ProjectedVisits else 0 end as 'August'
, case when DATEPART(month, monthdate) = 9 then ProjectedVisits else 0 end as 'September'
, case when DATEPART(month, monthdate) = 10 then ProjectedVisits else 0 end as 'October'
, case when DATEPART(month, monthdate) = 11 then ProjectedVisits else 0 end as 'November'
, case when DATEPART(month, monthdate) = 12 then ProjectedVisits else 0 end as 'December'
from #VisitProjections) VP (SiteName, [year], Jan, feb, mar, apr, may, jun, jul, aug, sep, oct, nov, [dec])
group by SiteName, year

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Author Closing Comment

by:Scarlett20
ID: 34145633
Excellent - everything worked great!

Thanks for your help.
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Expert Comment

by:GDG_DBA
ID: 34147431
With this design, you will need to create a unique constraint so that each site can only have one value for projectedVisits per month.

You can also work with different ways to store and calculate the date values.  I might recommend computed columns for year and for month with a unique constraint on site, year and month.  

How ever you do it, you have options.

-G
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Author Comment

by:Scarlett20
ID: 34148483
Just added the unique constraint - thanks!
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