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Selective Aggregation

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Week #7: Tutorial

Learning Outcomes

  • Learn how to combine CASE operators and aggregation functions.
  • Learn how to selective aggregate values.
  • Learn how to use SQL to format report output.

Selective Aggregation

Selective aggregation is the combination of the CASE operator and aggregation functions. Any aggregation function adds, sums, or averages the numbers that it finds; and when you embed the results of a CASE operator inside an aggregation function you get a selective result. The selectivity is determined by the WHEN clause of a CASE operator, which is more or less like an IF statement in an imperative programming language.

The prototype for selective aggregation is illustrated with a SUM function below:

SELECT   SUM(CASE
               WHEN left_operand = right_operand THEN result
               WHEN left_operand > right_operand THEN result
               WHEN left_operand IN (set of comma-delimited values) THEN result
               WHEN left_operand IN (query of results) THEN result
               ELSE alt_result
             END) as selective_aggregate
FROM     some_table;

A small example let’s you see how selective aggregation works. You create a PAYMENT table and PAYMENT_S sequence for this example, as follows:

-- Create a PAYMENT table.
CREATE TABLE payment
( payment_id     NUMBER
, payment_date   DATE	      CONSTRAINT nn_payment_1 NOT NULL
, payment_amount NUMBER(20,2) CONSTRAINT nn_payment_2 NOT NULL
, CONSTRAINT pk_payment PRIMARY KEY (payment_id));
 
-- Create a PAYMENT_S sequence.
CREATE SEQUENCE payment_s;

After you create the table and sequence, you should insert some data. You can match the values below or choose your own values. You should just insert values for a bunch of rows.

View Anonymous PL/SQL Block →

You can populate data with the anonymous PL/SQL block, which creates 10,000 random rows in the payment table. Please note thatyou will get different payment dates and amounts each time you run the script.

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DECLARE
  -- Create local collection data types.
  TYPE pmtval IS TABLE OF NUMBER(20,2);
  TYPE smonth IS TABLE OF VARCHAR2(3);
 
  -- Create variable to hold the list of payments.
  payments PMTVAL := pmtval();
 
  -- Declare month arrays.
  short_month SMONTH := smonth('JAN','FEB','MAR','APR','MAY','JUN'
                              ,'JUL','AUG','SEP','OCT','NOV','DEC');
 
  -- Declare variable values.
  month      VARCHAR2(3);
  year       NUMBER := '2019';
  pmt_date   DATE; 
  tpmt_date  VARCHAR2(11);
 
  -- Declare default number of random payments.
  payment_number  NUMBER := 10000;
BEGIN
  -- Populate payment list. 
  FOR i IN 1..payment_number LOOP
    payments.EXTEND;
    SELECT   ROUND(dbms_random.value() * 1000,0)
    ||       '.'
    ||       ROUND(dbms_random.value() * 100,0)
    INTO     payments(payments.COUNT)
    FROM     dual;
  END LOOP;
 
  -- Create and populate payment date and amount.
  FOR i IN 1..payment_number LOOP
    -- Assign random month value.
    month := short_month(dbms_random.value(1,short_month.COUNT));
 
    -- Assign random day of the month value and assemble random date.
    IF month IN ('JAN','MAR','MAY','JUL','AUG','OCT','DEC') THEN
      pmt_date := ROUND(dbms_random.value(1,31),0) || '-' || month || '-' || year;
    ELSIF month IN ('APR','JUN','SEP','NOV') THEN
      pmt_date := ROUND(dbms_random.value(1,30),0) || '-' || month || '-' || year;
    ELSE
      pmt_date := ROUND(dbms_random.value(1,28),0) || '-' || month || '-' || year;
    END IF;
 
    -- Insert values into the PAYMENT table.
    INSERT INTO payment
    ( payment_id, payment_date, payment_amount )
    VALUES
    ( payment_s.NEXTVAL, pmt_date, payments(i));
  END LOOP;
 
  -- Commit the writes.
  COMMIT;
END;
/

After inserting 10,000 rows, you can get an unformatted total with the following query:

-- Query total amount.
SELECT   SUM(payment_amount) AS payment_total
FROM     payment;

It outputs the following:

PAYMENT_TOTAL
-------------
   5011091.75

You can nest the result inside the TO_CHAR function to format the output, like

-- Query total formatted amount.
SELECT   TO_CHAR(SUM(payment_amount),'999,999,999.00') AS payment_total
FROM     payment;

It outputs the following:

PAYMENT_TOTAL
---------------
   5,011,091.75

Somebody may suggest that you use a PIVOT function to rotate the data into a summary by month but the PIVOT function has limits. The pivoting key must be numeric and the column values will use only those numeric values.

-- Pivoted summaries by numeric monthly value.
SELECT   *
FROM    (SELECT EXTRACT(MONTH FROM payment_date) payment_month
         ,      payment_amount
         FROM   payment)
         PIVOT (SUM(payment_amount) FOR payment_month IN
                 (1,2,3,4,5,6,7,8,9,10,11,12));

It outputs the following:

	 1	    2	       3	  4	     5		6	   7	      8 	 9	   10	      11	 12
---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ----------
 245896.55  430552.36  443742.63  457860.27  470467.18	466370.71  415158.28  439898.72  458998.09  461378.56  474499.22  246269.18

You can use selective aggregation to get the results by a character label, like

SELECT   SUM(
           CASE
             WHEN EXTRACT(MONTH FROM payment_date) = 1
             AND  EXTRACT(YEAR FROM payment_date) = 2019  THEN payment_amount
           END) AS "JAN"
,        SUM(
           CASE
             WHEN EXTRACT(MONTH FROM payment_date) = 2
             AND  EXTRACT(YEAR FROM payment_date) = 2019  THEN payment_amount
           END) AS "FEB"
,        SUM(
           CASE
             WHEN EXTRACT(MONTH FROM payment_date) = 3
             AND  EXTRACT(YEAR FROM payment_date) = 2019  THEN payment_amount
           END) AS "MAR"
,        SUM(
           CASE
             WHEN EXTRACT(MONTH FROM payment_date) IN (1,2,3)
             AND  EXTRACT(YEAR FROM payment_date) = 2019 THEN payment_amount
           END) AS "1FQ"
,        SUM(
           CASE
             WHEN EXTRACT(MONTH FROM payment_date) = 4
             AND  EXTRACT(YEAR FROM payment_date) = 2019  THEN payment_amount
           END) AS "APR"
FROM     payment;

It outputs the following:

       JAN	  FEB	     MAR	1FQ	   APR
---------- ---------- ---------- ---------- ----------
 245896.55  430552.36  443742.63 1120191.54  457860.27

You can format the output with a combination of the TO_CHAR and LPAD functions. The TO_CHAR allows you to add a formatting mask, complete with commas and two mandatory digits to the right of the decimal point. The reformatted query looks like

COL JAN FORMAT A13 HEADING "Jan"
COL FEB FORMAT A13 HEADING "Feb"
COL MAR FORMAT A13 HEADING "Mar"
COL 1FQ FORMAT A13 HEADING "1FQ"
COL APR FORMAT A13 HEADING "Apr"
SELECT   LPAD(TO_CHAR(SUM(
           CASE
             WHEN EXTRACT(MONTH FROM payment_date) = 1
             AND  EXTRACT(YEAR FROM payment_date) = 2019  THEN payment_amount
           END),'9,999,999.00'),13,' ') AS "JAN"
,        LPAD(TO_CHAR(SUM(
           CASE
             WHEN EXTRACT(MONTH FROM payment_date) = 2
             AND  EXTRACT(YEAR FROM payment_date) = 2019  THEN payment_amount
           END),'9,999,999.00'),13,' ') AS "FEB"
,        LPAD(TO_CHAR(SUM(
           CASE
             WHEN EXTRACT(MONTH FROM payment_date) = 3
             AND  EXTRACT(YEAR FROM payment_date) = 2019  THEN payment_amount
           END),'9,999,999.00'),13,' ') AS "MAR"
,        LPAD(TO_CHAR(SUM(
           CASE
             WHEN EXTRACT(MONTH FROM payment_date) IN (1,2,3)
             AND  EXTRACT(YEAR FROM payment_date) = 2019 THEN payment_amount
           END),'9,999,999.00'),13,' ') AS "1FQ"
,        LPAD(TO_CHAR(SUM(
           CASE
             WHEN EXTRACT(MONTH FROM payment_date) = 4
             AND  EXTRACT(YEAR FROM payment_date) = 2019  THEN payment_amount
           END),'9,999,999.00'),13,' ') AS "APR"
FROM     payment;

It displays the formatted output:

Jan	      Feb	    Mar 	  1FQ		Apr
------------- ------------- ------------- ------------- -------------
   245,896.55	 430,552.36    443,742.63  1,120,191.54    457,860.27

Written by michaelmclaughlin

August 13th, 2018 at 3:14 pm

Posted in