Given the following result set:
---------------------------------------------------------
CustomerID Service TransType SubTotal Tax NetTotal
---------------------------------------------------------
106 A CREDIT 12.52 - 12.52
106 A CREDIT 10.07 - 10.07
106 B CREDIT 2.00 - 2.00
106 C REMOTE 5.99 - 5.99
106 C CREDIT 5.99 - 5.99
106 C CREDIT 3.99 0.30 3.69
106 C CREDIT 5.99 0.30 5.69
106 D CREDIT 5.99 - 5.99
---------------------------------------------------------
Note that NetTotal = SubTotal - Tax
Please help me calculate sum(SubTotal), sum(Tax) and sum(NetTotal), along with pivotted TransType, as follows:
--------------------------------------------------------------------------
CustomerID Service Cash Check Credit Remote SubTotal Tax NetTotal
--------------------------------------------------------------------------
106 A 0 0 22.59 0 22.59 0 22.59
106 B 0 0 2.00 0 2.00 0 2.00
106 C 0 0 15.97 5.99 21.96 0.60 21.36
106 D 0 0 5.99 0 5.99 0 5.99
--------------------------------------------------------------------------
If I had only 1 column to be summarized it would be straight forward using PIVOT, but I am not sure how to get the 3 aggregates - for SubTotal, Tax and NetTotal.
Thanks for your help!
This can be done without a PIVOT:
SELECT
CustomerID
, [Service]
, Cash = SUM(case when TransType='CASH' then SubTotal else 0 end)
, [Check] = SUM(case when TransType='CHECK' then SubTotal else 0 end)
, Credit = SUM(case when TransType='CREDIT' then SubTotal else 0 end)
, [Remote] = SUM(case when TransType='REMOTE' then SubTotal else 0 end)
, SubTotal = SUM(SubTotal)
, Tax = SUM(Tax)
, NetTotal = SUM(NetTotal)
FROM YourTable
GROUP BY CustomerId, [Service]
With PIVOT, it gets considerably more complex. The easiest way I can think of is to calculate SubTotal, Tax, and NetTotal in a different query, and then combine the queries with a join. Example below; to keep the query simple, I've discarded Cash and Check.
SELECT
a.CustomerId
, a.Service
, Credit = a.Credit
, [Remote] = a.[Remote]
, SubTotal = SUM(b.SubTotal)
, Tax = SUM(b.Tax)
, NetTotal = SUM(b.NetTotal)
FROM (
SELECT
CustomerId
, [Service]
, Credit = SUM(Credit)
, [Remote] = SUM([Remote])
FROM YourTable a
PIVOT
(
SUM(SubTotal) FOR [TransType] IN ([Credit],[Remote])
) pvt
GROUP BY CustomerId, [Service]
) a
INNER JOIN YourTable b
ON a.CustomerID = b.CustomerID
AND a.[Service] = b.[Service]
GROUP BY a.CustomerId, a.[Service], a.Credit, a.[Remote]
Have you tried something like this?
DECLARE @Table TABLE(
CustomerID INT,
[Service] VARCHAR(MAX),
TransType VARCHAR(MAX),
SubTotal FLOAT,
Tax FLOAT,
NetTotal FLOAT
)
INSERT INTO @Table (CustomerID,[Service],TransType,SubTotal,Tax,NetTotal)
SELECT 106, 'A', 'CREDIT', 12.52, 0 , 12.52
INSERT INTO @Table (CustomerID,[Service],TransType,SubTotal,Tax,NetTotal)
SELECT 106, 'A', 'CREDIT', 10.07, 0 , 10.07
INSERT INTO @Table (CustomerID,[Service],TransType,SubTotal,Tax,NetTotal)
SELECT 106, 'B', 'CREDIT', 2, 0 , 2
INSERT INTO @Table (CustomerID,[Service],TransType,SubTotal,Tax,NetTotal)
SELECT 106, 'C', 'REMOTE', 5.99, 0 , 5.99
INSERT INTO @Table (CustomerID,[Service],TransType,SubTotal,Tax,NetTotal)
SELECT 106, 'C', 'CREDIT', 5.99, 0 , 5.99
INSERT INTO @Table (CustomerID,[Service],TransType,SubTotal,Tax,NetTotal)
SELECT 106, 'C', 'CREDIT', 3.99, 0.3 , 3.69
INSERT INTO @Table (CustomerID,[Service],TransType,SubTotal,Tax,NetTotal)
SELECT 106, 'C', 'CREDIT', 5.99, 0.3 , 5.69
INSERT INTO @Table (CustomerID,[Service],TransType,SubTotal,Tax,NetTotal)
SELECT 106, 'D', 'CREDIT', 5.99, 0 , 5.99
SELECT Pivots.CustomerID,
Pivots.[Service],
Pivots.Cash,
Pivots.[Check],
Pivots.Credit,
Pivots.[Remote],
Total.SumSubTotal,
Total.SumTax,
Total.SumNetTotal
FROM (
SELECT CustomerID,
[Service],
[Cash] Cash,
[Check] [Check],
[Credit] Credit,
[Remote] [Remote]
FROM (
SELECT CustomerID,
[Service],
TransType,
SubTotal
FROM @Table
) sub
PIVOT
(
SUM(SubTotal)
FOR [TransType] IN ([Cash],[Check],[Credit],[Remote])
) pvt
) Pivots INNER JOIN
(
SELECT CustomerID,
[Service],
SUM(SubTotal) SumSubTotal,
SUM(Tax) SumTax,
SUM(NetTotal) SumNetTotal
FROM @Table
GROUP BY CustomerID,
[Service]
) Total ON Pivots.CustomerID = Total.CustomerID
AND Pivots.[Service] = Total.[Service]