I'm new to T-SQL and need help converting an excel report to a run on SQL. I have a SQL table that records all the daily inventory transactions (in/out) from each stockroom. I need to create a report that list the current inventory levels for each product in each location and the qty in each place as follows. In other words, the current inventory levels of each place.
I also need help on how to insert the Preferred Out Report (below) into SQL Server as a view so I can run this each month over and over again.
Thanks in Advance!
Inventory Log table:
PubID QTY LocationID Transaction
1 10 1 Add
1 20 2 Add
1 30 3 Add
1 5 1 Sold
1 10 2 Sold
1 5 3 Sold
2 10 1 Add
2 10 2 Add
2 5 2 Sold
2 8 2 Sold
1 20 1 Add
1 20 2 Add
2 2 2 Sold
Preferred Output Table:
PubID Local_1 Local_2 Local_3 Total
1 25 30 25 80
2 5 0 0 5
Total 30 30 25 85
I see a lot of close examples here but most just add the value while I need to subtract the Sold inventory from the Added stock to get my totals in each column.
The row totals and column totals on the right and bottom are pluses but not needed if it's easier without.
THANKS!
If this was about aggregation without pivoting, you could use a CASE expression, like this:
SELECT
...
Local_1 = SUM(CASE [Transaction] WHEN 'Add' THEN QTY ELSE -QTY END),
...
FROM ...
GROUP BY ...
However, in the PIVOT clause, the argument of the aggregate function must be just a column reference, not an expression. You can work around that by transforming the original dataset so that QTY is either positive or negative, depending on Transaction:
SELECT
PubID,
QTY = CASE [Transaction] WHEN 'Add' THEN QTY ELSE -QTY END,
LocationID
FROM dbo.InventoryLog
The above query will give you a result set like this:
PubID QTY LocationID
----- --- ----------
1 10 1
1 20 2
1 30 3
1 -5 1
1 -10 2
1 -5 3
2 10 1
2 10 2
2 -5 2
2 -8 2
1 20 1
1 20 2
2 -2 2
which is now easy to pivot:
WITH prepared AS (
SELECT
PubID,
QTY = CASE [Transaction] WHEN 'Add' THEN QTY ELSE -QTY END,
LocationID
FROM dbo.InventoryLog
)
SELECT
PubID,
Local_1 = [1],
Local_2 = [2],
Local_3 = [3]
FROM prepared
PIVOT
(
SUM(QTY)
FOR LocationID IN ([1], [2], [3])
) AS p
;
Note that you could actually prepare the names Local_1, Local_2, Local_3 beforehand and avoid renaming them in the main SELECT. Assuming they are formed by appending the LocationID value to the string Local_, here's an example of what I mean:
WITH prepared AS (
SELECT
PubID,
QTY = CASE [Transaction] WHEN 'Add' THEN QTY ELSE -QTY END,
Name = 'Local_' + CAST(LocationID AS varchar(10))
FROM dbo.InventoryLog
)
SELECT
PubID,
Local_1,
Local_2,
Local_3
FROM prepared
PIVOT
(
SUM(QTY)
FOR Name IN (Local_1, Local_2, Local_3)
) AS p
;You will see, however, that in this solution renaming will be needed at some point anyway, so I'll use the previous version in my further explanation.
Now, adding the totals to the pivot results as in your desired output may seem a little tricky. Obviously, the column could be calculated simply as the sum of all the Local_* columns, which might actually not be too bad with a small number of locations:
WITH prepared AS (
SELECT
PubID,
QTY = CASE [Transaction] WHEN 'Add' THEN QTY ELSE -QTY END,
LocationID
FROM dbo.InventoryLog
)
SELECT
PubID,
Local_1 = [1],
Local_2 = [2],
Local_3 = [3]
Total = COALESCE([1], 0)
+ COALESCE([2], 0)
+ COALESCE([3], 0)
FROM prepared
PIVOT
(
SUM(QTY)
FOR LocationID IN ([1], [2], [3])
) AS p
;(COALESCE is needed because some results may be NULL.)
But there's an alternative to that, where you don't have to list all the locations explicitly one extra time. You could return the totals per PubID alongside the details in the prepared dataset using SUM() OVER (...), like this:
WITH prepared AS (
SELECT
PubID,
QTY = CASE [Transaction] WHEN 'Add' THEN QTY ELSE -QTY END,
LocationID,
Total = SUM(CASE [Transaction] WHEN 'Add' THEN QTY ELSE -QTY END)
OVER (PARTITION BY PubID)
FROM dbo.InventoryLog
)
…or like this, if you wish to avoid repetition of the CASE expression:
WITH prepared AS (
SELECT
t.PubID,
QTY = x.AdjustedQTY,
t.LocationID,
Total = SUM(x.AdjustedQTY) OVER (PARTITION BY t.PubID)
FROM dbo.InventoryLog AS t
CROSS APPLY (
SELECT CASE t.[Transaction] WHEN 'Add' THEN t.QTY ELSE -t.QTY END
) AS x (AdjustedQTY)
)
…Then you would just include the Total column into the main SELECT clause along with the pivoted results and PubID:
…
SELECT
PubID,
Local_1,
Local_2,
Local_3,
Total
FROM prepared
PIVOT
(
SUM(QTY)
FOR LocationID IN ([1], [2], [3])
) AS p
;That would be the total column for you. As for the row, it is actually easy to add it when you are acquainted with the ROLLUP() grouping function:
…
SELECT
PubID,
Local_1 = SUM([1]),
Local_2 = SUM([2]),
Local_3 = SUM([3]),
Total = SUM(Total)
FROM prepared
PIVOT
(
SUM(QTY)
FOR LocationID IN ([1], [2], [3])
) AS p
GROUP BY ROLLUP(PubID)
;The total row will have NULL in the PubID column, so you'll again need COALESCE to put the word Total instead (only if you want to return it in SQL; alternatively you could substitute it in the calling application):
…
PubID = COALESCE(CAST(PubID AS varchar(10)), 'Total'),
…
And that would be all. To sum it up, here is a complete query:
WITH prepared AS (
SELECT
PubID,
QTY = x.AdjustedQTY,
t.LocationID,
Total = SUM(x.AdjustedQTY) OVER (PARTITION BY t.PubID)
FROM dbo.InventoryLog AS t
CROSS APPLY (
SELECT CASE t.[Transaction] WHEN 'Add' THEN t.QTY ELSE -t.QTY END
) AS x (AdjustedQTY)
)
SELECT
PubID = COALESCE(CAST(PubID AS varchar(10)), 'Total'),
Local_1 = SUM([1]),
Local_2 = SUM([2]),
Local_3 = SUM([3]),
Total = SUM(Total)
FROM prepared
PIVOT
(
SUM(QTY)
FOR LocationID IN ([1], [2], [3])
) AS p
GROUP BY ROLLUP(PubID)
;
As a final touch to it, you may want to apply COALESCE to the SUMs as well, to avoid returning NULLs in your data (if that is necessary).