Improve company productivity with a Business Account.Sign Up

x
?
Solved

Refining a pivot table Monthly to Quarterly

Posted on 2013-10-30
9
Medium Priority
?
348 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
The 14th Annual Expert Award Winners

The results are in! Meet the top members of our 2017 Expert Awards. Congratulations to all who qualified!

 

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

Free Tool: Path Explorer

An intuitive utility to help find the CSS path to UI elements on a webpage. These paths are used frequently in a variety of front-end development and QA automation tasks.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

Question has a verified solution.

Are you are experiencing a similar issue? Get a personalized answer when you ask a related question.

Have a better answer? Share it in a comment.

Join & Write a Comment

Naughty Me. While I was changing the database name from DB1 to DB_PROD1 (yep it's not real database name ^v^), I changed the database name and notified my application fellows that I did it. They turn on the application, and everything is working. A …
Occasionally there is a need to clean table columns, especially if you have inherited legacy data. There are obviously many ways to accomplish that, including elaborate UPDATE queries with anywhere from one to numerous REPLACE functions (even within…
SQL Database Recovery Software repairs the MDF & NDF Files, corrupted due to hardware related issues or software related errors. Provides preview of recovered database objects and allows saving in either MSSQL, CSV, HTML or XLS format. Ensures recov…
Stellar Phoenix SQL Database Repair software easily fixes the suspect mode issue of SQL Server database. It is a simple process to bring the database from suspect mode to normal mode. Check out the video and fix the SQL database suspect mode problem.

579 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