Go Premium for a chance to win a PS4. Enter to Win

x
?
Solved

Refining a pivot table Monthly to Quarterly

Posted on 2013-10-30
9
Medium Priority
?
339 Views
Last Modified: 2013-10-30
Hello,
I have the following query:

select *
  from
  (
      SELECT
       [Custnum]
      ,[Custname]
      ,period,amount
     
      ,[Inventory code]

                                    
       FROM [VisionTools].[dbo].[SupplySalesEAUTOOMD]
       ) x
  PIVOT (SUM(Amount) FOR PERIOD IN ([201201],[201202],[201203],[201204]
                                                      ,[201205],[201206],[201207],[201208],[201209],[201210],[201211],[201212],[201301]
                                                      ,[201302],[201303],[201304],[201305],[201306],[201307],[201308],[201309],[201310],[201311],[201312])) P
      WHERE  [INVENTORY CODE] LIKE 'SUPINK'
      ORDER BY [Custname]

and partial result is seen in attachment.
What I need is to sum and group the months into quarterly columns. not month by month .

If you could point me in the right direction.

THank you
sqlsupply.PNG
0
Comment
Question by:acardullo
  • 6
  • 2
9 Comments
 
LVL 41

Assisted Solution

by:Kyle Abrahams
Kyle Abrahams earned 750 total points
ID: 39611565
assuming you follow the January - December year you need to do two things:

select *
  from
  (
      SELECT
       [Custnum]
      ,[Custname]
      ,period
      ,amount      
      ,[Inventory code]
      --create case statement for quarter
      ,case when month(period) between 1 and 3 then 1
              when month(period) between 4 and 6 then 2
              when month(period) between 7 and 9 then 3
              when month(period) between 10 and 12 then 4
        EMD Quarter

                                   
       FROM [VisionTools].[dbo].[SupplySalesEAUTOOMD]
       ) x
--update pivot.
PIVOT (SUM(Amount) FOR Quarter IN (1,2,3,4) P
      WHERE  [INVENTORY CODE] LIKE 'SUPINK'
      ORDER BY [Custname]
0
 
LVL 27

Accepted Solution

by:
Shaun Kline earned 750 total points
ID: 39611568
The only thing you would need to do is convert your Period column in a value that represents how you want to display your Quarters.

Something like:
LEFT(CAST([period] AS VARCHAR), 4) + 
CASE RIGHT(CAST([period] AS VARCHAR), 2)
    WHEN '01' THEN 'Q1'
    WHEN '02' THEN 'Q1'
    WHEN '03' THEN 'Q1'
    WHEN '04' THEN 'Q2'
    WHEN '05' THEN 'Q2'
    WHEN '06' THEN 'Q2'
    WHEN '07' THEN 'Q3'
    WHEN '08' THEN 'Q3'
    WHEN '09' THEN 'Q3'
    WHEN '10' THEN 'Q4'
    WHEN '11' THEN 'Q4'
    ELSE 'Q4' END As QuarterPeriod
 

Then change your PIVOT to be over QuarterPeriod instead of Period, and change the columns you want to see in your results (i.e. 2012Q1, 2012Q2, etc.)

Open in new window

0
 

Author Comment

by:acardullo
ID: 39611572
I'm getting this error

Msg 102, Level 15, State 1, Line 16
Incorrect syntax near 'EMD'.
0
NFR key for Veeam Backup for Microsoft Office 365

Veeam is happy to provide a free NFR license (for 1 year, up to 10 users). This license allows for the non‑production use of Veeam Backup for Microsoft Office 365 in your home lab without any feature limitations.

 

Author Comment

by:acardullo
ID: 39611583
btw. I didn't mention it but the column "period" is a float.
0
 
LVL 41

Expert Comment

by:Kyle Abrahams
ID: 39611591
There's a slight typo . . . "EMD" should be "END".  What does period represent?  You can always cast it as a datetime

eg:

case when month(cast (period as smalldatetime)) between 1 and 3 then 1
-- update the rest.
0
 

Author Comment

by:acardullo
ID: 39611618
I just did a right(period,2)  and that works

I didn't however mention that I still need separation between years.
We need these numbers to compare quarterly sales form year to year.
0
 

Author Comment

by:acardullo
ID: 39611661
So I need
Custnum    Custname          2012Q1     2012Q2    2012Q3    2012Q4    2013Q1    2013Q2  etc

Thanks
0
 

Author Comment

by:acardullo
ID: 39611737
So I did this  but it still doesn't group it right. See attached file for result
select *
  from
  (
      SELECT
       [Custnum]
     
      ,period
      ,amount      
      ,[Inventory code]
      --create case statement for quarter
      ,case when right(period,2) between 1 and 3 and Left(period,4) = '2012' then '2012-Q1'
              when right(period,2) between 4 and 6 and Left(period,4) = '2012' then '2012-Q2'
              when right(period,2) between 7 and 9 and Left(period,4) = '2012' then '2012-Q3'
              when right(period,2) between 10 and 12 and Left(period,4) = '2012' then '2012-Q4'
             
              when right(period,2) between 1 and 3 and Left(period,4) = '2013' then '2013-Q1'
              when right(period,2) between 4 and 6 and Left(period,4) = '2013' then '2013-Q2'
              when right(period,2) between 7 and 9 and Left(period,4) = '2013' then '2013-Q3'
              when right(period,2) between 10 and 12 and Left(period,4) = '2013' then '2013-Q4'
        END as [Quarter]

                                   
       FROM [VisionTools].[dbo].[SupplySalesEAUTOOMD]
       ) x
--update pivot.
PIVOT (SUM(Amount) FOR [Quarter] IN ([2012-Q1],[2012-Q2],[2012-Q3],[2012-Q4],[2013-Q1],[2013-Q2],[2013-Q3],[2013-Q4])) P
      WHERE  [INVENTORY CODE] = 'SUPINK' and [custnum] = 'DH4461'
supply1.PNG
0
 

Author Comment

by:acardullo
ID: 39611742
ugh.  all I had to do is drop the period column and it worked fine.
0

Featured Post

Get your Disaster Recovery as a Service basics

Disaster Recovery as a Service is one go-to solution that revolutionizes DR planning. Implementing DRaaS could be an efficient process, easily accessible to non-DR experts. Learn about monitoring, testing, executing failovers and failbacks to ensure a "healthy" DR environment.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

SQL Server engine let you use a Windows account or a SQL Server account to connect to a SQL Server instance. This can be configured immediatly during the SQL Server installation or after in the Server Authentication section in the Server properties …
Use this article to create a batch file to backup a Microsoft SQL Server database to a Windows folder.  The folder can be on the local hard drive or on a network share.  This batch file will query the SQL server to get the current date & time and wi…
Video by: ITPro.TV
In this episode Don builds upon the troubleshooting techniques by demonstrating how to properly monitor a vSphere deployment to detect problems before they occur. He begins the show using tools found within the vSphere suite as ends the show demonst…
We’ve all felt that sense of false security before—locking down external access to a database or component and feeling like we’ve done all we need to do to secure company data. But that feeling is fleeting. Attacks these days can happen in many w…

877 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question