Solved

SQL query to MS pivot table

Posted on 2014-02-14
5
452 Views
Last Modified: 2014-02-17
The point of this query was to group up sales from a customer by year (2013,2012,2011,2010). After a lot of struggle I was able to get this to work in sql query almost the same as it was done before. The problem is that I cannot get it in a pivot table in excel, and the years 2013,2012, ect are listed as the rows when they should be column titles. I will attach a screen shot of what i have now, and what it needs to look like. I either need a way to import this as a pivot table with the years as the column titles, or a way to recreate this using MS query.
new-query.JPG
old-query.JPG
0
Comment
Question by:mjburgard
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 3
  • 2
5 Comments
 
LVL 32

Expert Comment

by:Daniel Wilson
ID: 39860422
Would you please post the SQL for the new query so we have a starting point?

Thanks!
0
 
LVL 1

Author Comment

by:mjburgard
ID: 39860490
SELECT
      
      (Customer.CustomerName) as 'Customer',
      SUM(ARTransaction.SalesAnalysis) as 'Sales',
      YEAR(postingdate)as 'Year'
      
FROM
      ARTransaction, Customer
WHERE
      -- Change dates to desired timeframe
      PostingDate BETWEEN {d '2013-01-01'} AND {d '2013-12-31'}
      
      and salesAnalysis <> 0
      and ARTransaction.CustomerN = Customer.CustomerN
GROUP BY
    Customer.CustomerName,
    YEAR(postingdate)
      
ORDER BY
      SUM(ARTransaction.SalesAnalysis),
      Customer.CustomerName
0
 
LVL 32

Expert Comment

by:Daniel Wilson
ID: 39864809
Ah, you're doing the PIVOT operation in Excel rather than in SQL, right?

I'll try to come up with a solution in SQL.  Excel's pivot options are powerful as far as they go, but do seem a little limited.
0
 
LVL 32

Accepted Solution

by:
Daniel Wilson earned 500 total points
ID: 39864855
OK, the TSQL PIVOT keyword isn't my greatest strength, but based on this documentation:
http://technet.microsoft.com/en-us/library/ms177410%28v=sql.105%29.aspx

SELECT [Customer], [2010], [2011], [2012], [2013]

FROM (
SELECT
      
      (Customer.CustomerName) as 'Customer',
      SUM(ARTransaction.SalesAnalysis) as 'Sales',
      YEAR(postingdate)as 'Year'
      
FROM
      ARTransaction, Customer
WHERE
      -- Change dates to desired timeframe
      PostingDate BETWEEN {d '2013-01-01'} AND {d '2013-12-31'}
      
      and salesAnalysis <> 0
      and ARTransaction.CustomerN = Customer.CustomerN
GROUP BY
    Customer.CustomerName,
    YEAR(postingdate)
) X
PIVOT (
  Sum([Sales])
 For [Year] in ( [2010], [2011], [2012], [2013])
) as pvt 
Order by Sum([Sales], CustomerName

Open in new window

0
 
LVL 1

Author Comment

by:mjburgard
ID: 39865027
I was actually able to make some changes to the original finally and get it to work.. I did try your query up there and I was getting an error for compatibility error even when I used "set compatibility_level." Oh well, I got it to work a different way but thanks for your help
0

Featured Post

Ransomware-A Revenue Bonanza for Service Providers

Ransomware – malware that gets on your customers’ computers, encrypts their data, and extorts a hefty ransom for the decryption keys – is a surging new threat.  The purpose of this eBook is to educate the reader about ransomware attacks.

Question has a verified solution.

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

You need to know the location of the Office templates folder, so that when you create new templates, they are saved to that location, and thus are available for selection when creating new documents.  The steps to find the Templates folder path are …
This article describes how you can use Custom Document Properties to store settings and other information in your workbook so that they will be available the next time you open the workbook.
The viewer will learn how to use a discrete random variable to simulate the return on an investment over a period of years, create a Monte Carlo simulation using the discrete random variable, and create a graph to represent the possible returns over…
This Micro Tutorial demonstrates using Microsoft Excel pivot tables, how to reverse engineer competitors' marketing strategies through backlinks.

626 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