Blog Post: SQL view for SOP sales by customer by month

Someone asked me for code to get monthly SOP sales and I could have sworn I already had that. But I searched and didn’t come up with anything, so here is a new view to show SOP sales (the total of SOP invoices less returns) by month. As usual, I am making a few assumptions (listed in the view comments), and am hard coding one year at a time (2013 in this example). You can easily change the year as needed on line 59.

  create view view_Sales_by_Customer_by_Month  as    -- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~  -- view_Sales_by_Customer_by_Month  -- Created June 7, 2013  --    by Victoria Yudin - Flexible Solutions, Inc.  -- For updates see http://victoriayudin.com/gp-reports/  -- Returns total sales (invoices - returns) for each customer  --    by month (for the specified year)  -- Amount used is the invoice total (including freight,  --    taxes, discounts, etc.)  -- Only posted invoices and returns are included  -- Shows functional currency  -- Voided transactions are excluded  -- Document Date is used (not GL Posting Date)  -- ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~    select  d.CUSTNMBR Customer_ID,  d.CUSTNAME Customer_Name,  sum(case when month(d.DOCDATE) = 1    then d.SALES else 0 end) Jan_Sales,  sum(case when month(d.DOCDATE) = 2    then d.SALES else 0 end) Feb_Sales,  sum(case when month(d.DOCDATE) = 3    then d.SALES else 0 end) Mar_Sales,  sum(case when month(d.DOCDATE) = 4    then d.SALES else 0 end) Apr_Sales,  sum(case when month(d.DOCDATE) = 5    then d.SALES else 0 end) May_Sales,  sum(case when month(d.DOCDATE) = 6    then d.SALES else 0 end) Jun_Sales,  sum(case when month(d.DOCDATE) = 7    then d.SALES else 0 end) Jul_Sales,  sum(case when month(d.DOCDATE) = 8    then d.SALES else 0 end) Aug_Sales,  sum(case when month(d.DOCDATE) = 9    then d.SALES else 0 end) Sep_Sales,  sum(case when month(d.DOCDATE) = 10    then d.SALES else 0 end) Oct_Sales,  sum(case when month(d.DOCDATE) = 11    then d.SALES else 0 end) Nov_Sales,  sum(case when month(d.DOCDATE) = 12    then d.SALES else 0 end) Dec_Sales,  sum(d.SALES) Yearly_Total    from  (select s.DOCDATE, s.CUSTNMBR, c.CUSTNAME,   case s.SOPTYPE     when 3 then s.DOCAMNT     when 4 then s.DOCAMNT*-1     end SALES   from SOP30200 s   left outer join RM00101 c     on s.CUSTNMBR = c.CUSTNMBR   where s.VOIDSTTS = 0     and s.SOPTYPE in (3,4)     and year(s.DOCDATE) = 2013 --change year as needed   ) d    group by d.CUSTNMBR, d.CUSTNAME    -- add permissions for DYNGRP  go  grant select on view_Sales_by_Customer_by_Month to DYNGRP  

Disclaimer: I tested this on limited data, if you find an issue or have a suggestion for improvement, please let me know and I will post the update here for everyone.