Question

我的老板希望得到一份报告，他会审核他应该从前一天（昨天）输入的每个销售订单。只需查看销售订单的快照详细信息，他还希望查看客户在我们公司的年初至今的销售历史。

我的问题是，我使用T0.[DocDate]条款中的字段WHERE仅显示前一天的销售情况。我如何查询相关的T0.[CardName]及其YTD历史记录：YTD Sales Total，YTD Gross Profit，YTD GP%？

这是我到目前为止输入的代码：

SELECT  T0.[DocDate] AS 'Date',
        T0.[DocNum] AS 'SO #',
        T0.[CardName] AS 'Customer',        
        ROUND(T0.[DocTotal],2) AS 'Sales Total',
        ROUND(T0.[GrosProfit],2) AS 'GP',
        ROUND(((T0.[DocTotal]-(t0.[DocTotal]-t0.[GrosProfit]))/NULLIF(t0.[DocTotal],0)*100),2) AS 'GM%'

FROM    dbo.ORDR T0 

WHERE   CAST(GETDATE()-1 AS DATE) = T0.DocDate 

ORDER BY    T0.[DocNum]

FOR BROWSE

在代码中，您会注意到我在SELECT语句中未添加任何YTD列。当我添加字段时，它永远不会起作用，因为我不知道如何查询YTD信息。它甚至可能吗？我需要子查询吗？

对此的任何建议都非常有必要!!

感谢。

我现在正在尝试使用UNION ALL代码，我觉得SOOO CLOSE但是我最后联合的2列总计所有内容以及今年的日期范围。如何让查询识别我希望它找到客户并将该公式应用于相关客户。不是整体SUM？

这是新代码：

SELECT  T0.[DocDate] AS 'Date',
        T0.[DocNum] AS 'SO #',
        T0.[CardName] AS 'Customer',        
        ROUND(T0.[DocTotal],2) AS 'Sales Total',
        ROUND(T0.[GrosProfit],2) AS 'GP',
        ROUND(((T0.[DocTotal]-(t0.[DocTotal]-t0.[GrosProfit]))/NULLIF(t0.[DocTotal],0)*100),2) AS 'GM%',
        NULL,
        NULL

FROM    dbo.ORDR T0 

WHERE   CAST(GETDATE()-1 AS DATE) = T0.DocDate 

UNION ALL

SELECT NULL,NULL,NULL,NULL,NULL,NULL,SUM(T0.[DocTotal]),SUM(T0.[GrosProfit])

FROM dbo.ORDR T0

WHERE   CAST(GETDATE()-365 AS DATE) >= T0.[DocDate]

Answer 1

SELECT cast(min(T0.[DocDate]) as date) AS 'Start Date',
    cast(max(T0.[DocDate]) as date) AS 'End Date',
    count(T0.[DocNum]) AS 'No.of Orders',
    T0.[CardName] AS 'Customer',        
    sum(ROUND(T0.[DocTotal],2)) AS 'Sales Total',
    sum(ROUND(T0.[GrosProfit],2)) AS 'GP'
    -- ROUND(((T0.[DocTotal]-(t0.[DocTotal]-t0.[GrosProfit]))/NULLIF(t0.[DocTotal],0)*100),2) AS 'GM%'
FROM dbo.ORDR T0 
WHERE T0.DocDate between CAST(dateadd(yy,-1,GETDATE()) AS DATE) 
and CAST(GETDATE()-1 AS DATE)
group by t0.cardname

尝试使用此产品进行YTD销售。

编辑：

SELECT  T0.[DocDate] AS 'Date',
T0.[DocNum] AS 'SO #',
T0.[CardName] AS 'Customer', 
ROUND(T0.[DocTotal],2) AS 'Sales Total',
ROUND(T0.[GrosProfit],2) AS 'GP', 
ROUND(((T0.[DocTotal]-(t0.[DocTotal]-t0.[GrosProfit]))/NULLIF(t0.[DocTotal],0)‌*100),2) AS 'GM%', 
NULL as Total, NULL as Total_Gross_Profit  -- '', '' 
FROM dbo.ORDR T0
WHERE CAST(GETDATE()-1 AS DATE) = T0.DocDate
UNION ALL 
SELECT NULL, NULL, NULL, NULL,NULL, NULL --'','','','','','',
SUM(T0.[DocTotal]),
SUM(T0.[GrosProfit]) 
FROM dbo.ORDR T0
WHERE CAST(GETDATE()-365 AS DATE) >= T0.[DocDate]

Answer 2

如果你想要它们并排，你可以使用连接：

SELECT  T0.[DocDate] AS 'Date',
        T0.[DocNum] AS 'SO #',
        T0.[CardName] AS 'Customer',        
        ROUND(T0.[DocTotal],2) AS 'Sales Total',
        ROUND(T0.[GrosProfit],2) AS 'GP',
        ROUND(((T0.[DocTotal]-(t0.[DocTotal]-t0.[GrosProfit]))/NULLIF(t0.[DocTotal],0)*100),2) AS 'GM%',
    T1.[Sales Total][Sales Total YTD],
    T1.GP [GP YTD],
    T1.[No. of Orders][Orders YTD]


FROM    dbo.ORDR T0 
INNER JOIN (SELECT
    count(T0.[DocNum]) AS 'No. of Orders',
    T0.[CardName] as 'Customer',        
    sum(ROUND(T0.[DocTotal],2)) AS 'Sales Total',
    sum(ROUND(T0.[GrosProfit],2)) AS 'GP'
    ROUND(((sum(T0.[DocTotal])-(sum(t0.[DocTotal]-t0.[GrosProfit])))/NULLIF(t0.sum([DocTotal]),0)*100),2) AS 'GM%'
FROM dbo.ORDR T0 
WHERE T0.DocDate between CAST(dateadd(yy,-1,GETDATE()) AS DATE) 
and CAST(GETDATE()-1 AS DATE)
group by t0.cardname) T1
on T0.CardName = T1.Customer    
WHERE   CAST(GETDATE()-1 AS DATE) = T0.DocDate 

ORDER BY    T0.[DocNum]

如何使用日期字段为昨天订单和客户的年初至今订单？

2 个答案: