Cómo crear un pivote usando sql

Question

Soy nuevo en SQL, tengo una tabla como esta.

A continuación se muestra la consulta:

select 
    gc.GC_Name, dt.GC_SectorType, dt.ageing,
    sum(cast(dt.[Brokerage Debtors] as numeric)) as Brokerage_Amt,
    dt.divisionalofficename  
from
    [AR].[Fact_Brokerage_Debt] dt 
inner join 
    AUM.DIM_BUSINESS_TYPE BT on BT.Business_Type_WId_PK = dt.BusinessType_WID 
inner join 
    aum.Dim_GroupCompany gc on dt.insurer_Wid = gc.GC_WID
where 
    bt.Business_Type_Wid in (4, 8, 10) 
    and dt.ageing <> '<30' 
    and cast(dt.[Brokerage Debtors] as numeric) > 0 
    and gc.GC_SectorType = 'psu'
group by  
    gc.GC_Name, dt.GC_SectorType, dt.ageing, dt.divisionalofficename 

[sql_table]

Y me dijeron que obtuviera datos como este

[formato_ solicitado]

Grandtotalse basa en el recuento total de brockrage_amt.

Entiendo que necesito usar la función PIVOT. Pero no puedo entenderlo con claridad. Sería de gran ayuda si alguien pudiera explicarlo en el caso anterior (o cualquier alternativa, si corresponde).

Answer 1

He asumido que el Gran Total se basa en el Nombre del seguro y el Código DO y el Gran Total es la suma y no cuenta. También hay algunas discrepancias entre los nombres de los campos de su consulta, sql_table y request_format. El código de muestra a continuación deberá ajustarse a su situación particular, pero es la estructura básica y el formato que está solicitando.

Además, no obtendrá el request_format exacto porque los resultados de la consulta no tendrán color, formato, etc.

Aquí hay un ejemplo práctico con datos de muestra inventados:

DECLARE @testdata TABLE
    (
        [Insurance_Name] VARCHAR(100)
      , [DO_Code] VARCHAR(100)
      , [ageing] VARCHAR(10)
      , [Brokerage_Amt] INT
    );

INSERT INTO @testdata (
                          [Insurance_Name]
                        , [DO_Code]
                        , [ageing]
                        , [Brokerage_Amt]
                      )
VALUES ( 'Insurance Company 1', '123', '31-60', 100 )
     , ( 'Insurance Company 1', '123', '91-120', 200 )
     , ( 'Insurance Company 1', '123', '>=365', 300 )
     , ( 'Insurance Company 1', '234', '61-90', 300 )
     , ( 'Insurance Company 1', '234', '61-90', 300 )
     , ( 'Insurance Company 1', '234', '121-180', 300 )
     , ( 'Insurance Company 1', '234', '181-364', 200 )
     , ( 'Insurance Company 2', '789', '61-90', 50 )
     , ( 'Insurance Company 2', '789', '121-180', 25 )
     , ( 'Insurance Company 2', '789', '181-364', 9 );

SELECT [pvt].[Insurance_Name]
     , [pvt].[DO_Code]
     , [31-60]
     , [61-90]
     , [91-120]
     , [121-180]
     , [181-364]
     , [>=365]
     , [pvt].[GrandTotal]
FROM   (
           SELECT [Insurance_Name]
                , [DO_Code]
                , [ageing]
                , [Brokerage_Amt]
                , SUM([Brokerage_Amt]) OVER ( PARTITION BY [Insurance_Name]
                                                         , [DO_Code]
                                            ) AS [GrandTotal] --here we determine that grand total based on the Insurance_Name and DO_Code
           FROM   @testdata
       ) AS [ins]
PIVOT (
          SUM([Brokerage_Amt]) --aggregate and pivot this column
          FOR [ageing] --sum the above and make column where the value is one of these [31-60], [61-60], etc...
          IN ( [31-60], [61-90], [91-120], [121-180], [181-364], [>=365] )
      ) AS [pvt];

Dándote los resultados de:

Insurance_Name            DO_Code    31-60       61-90       91-120      121-180     181-364     >=365       GrandTotal
------------------------  ---------- ----------- ----------- ----------- ----------- ----------- ----------- -----------
Insurance Company 1       123        100         NULL        200         NULL        NULL        300         600
Insurance Company 1       234        NULL        600         NULL        300         200         NULL        1100
Insurance Company 2       789        NULL        50          NULL        25          9           NULL        84

No hay datos de muestra, así que supongo que intentar ajustar su consulta sería algo como esto:

 SELECT [pvt].[Insurance_Name]
     , [pvt].[DO_Code]
     , [31-60]
     , [61-90]
     , [91-120]
     , [121-180]
     , [181-364]
     , [>=365]
     , [pvt].[GrandTotal]
FROM   (
           SELECT     [gc].[GC_Name] AS [Insurance_Name]
                    , [dt].[GC_SectorType] AS [DO_Code]
                    , [dt].[ageing]
                    --, SUM(CAST([dt].[Brokerage Debtors] AS NUMERIC)) AS [Brokerage_Amt]
                    , CAST([dt].[Brokerage Debtors] AS NUMERIC) AS [Brokerage_Amt]
                    , SUM(CAST([dt].[Brokerage Debtors] AS NUMERIC)) OVER (PARTITION BY [gc].[GC_Name], [dt].[GC_SectorType]) AS GrandTotal
                    , [dt].[divisionalofficename]
           FROM       [AR].[Fact_Brokerage_Debt] [dt]
           INNER JOIN [AUM].[DIM_BUSINESS_TYPE] [BT]
               ON [BT].[Business_Type_WId_PK] = [dt].[BusinessType_WID]
           INNER JOIN [aum].[Dim_GroupCompany] [gc]
               ON [dt].[insurer_Wid] = [gc].[GC_WID]
           WHERE      [BT].[Business_Type_Wid] IN ( 4, 8, 10 )
                      AND [dt].[ageing] <> '<30'
                      AND CAST([dt].[Brokerage Debtors] AS NUMERIC) > 0
                      AND [gc].[GC_SectorType] = 'psu'
       --I guess you would not need the sum and group by, sum should be hanlded in the pivot, but above we add a sum partioning by [gc].[GC_Name], [dt].[GC_SectorType] for the grand total
       --GROUP BY   [gc].[GC_Name]
       --         , [dt].[GC_SectorType]
       --         , [dt].[ageing]
       --         , [dt].[divisionalofficename];
       ) AS [ins]
PIVOT (
          SUM([Brokerage_Amt]) --aggregate and pivot this column
          FOR [ageing] --sum the above and make column where the value is one of these [31-60], [61-60], etc...
          IN ( [31-60], [61-90], [91-120], [121-180], [181-364], [>=365] )
      ) AS [pvt];

Especulo que será necesario realizar cambios, ya que no se proporcionaron datos de muestra ni definiciones de tabla. Como no puedo ejecutar la consulta, podría haber errores tipográficos.