Average YTD in SSRS

Question

The image above is a replica of a report that already exist. Now users want to see average Year to Day(YTD) per for each product. The idea is to aggregate the sum of each product and divide by the count of months. This report is group by month by year.
I understand using Window Function but I am running Sql Server 2008 so cannot frame. How do I go about this using SSRS?
Zionlite

Answer 1

Hi Zionlite,
Could you provide some sample data in form of a CREATE temporary table or CTE declaration?
Your example looks odd to me, als YTD Sum does not align with MTD Sums. Maybe you are calculating on a fiscal year and calculation does not start with january....but even then it's odd to me that YTD Sales Tables is 50 in January, 100 (not 50+10 = 60)
in February and dops back to 50 in March ?!
Regarding alternatives to framing via Window Functions Itzik Ben Gan suggests two alternativ methods in his book "Microsoft SQL Server 2012 HIgh-Performance T-SQL USing Window Functions".
Here an excerpt of the code provided by him. Maybe that helps already.
-- FIRST_VALUE, LAST_VALUE, NTH_VALUE
-- FIRST_VALUE, LAST_VALUE as window functions
SELECT custid, orderdate, orderid, val,
FIRST_VALUE(val) OVER(PARTITION BY custid
ORDER BY orderdate, orderid) AS val_firstorder,
LAST_VALUE(val) OVER(PARTITION BY custid
ORDER BY orderdate, orderid
ROWS BETWEEN CURRENT ROW
AND UNBOUNDED FOLLOWING) AS val_lastorder
FROM Sales.OrderValues;
custid orderdate orderid val val_firstorder val_lastorder
1 2007-08-25 10643 814.50 814.50 933.50
1 2007-10-03 10692 878.00 814.50 933.50
1 2007-10-13 10702 330.00 814.50 933.50
1 2008-01-15 10835 845.80 814.50 933.50
1 2008-03-16 10952 471.20 814.50 933.50
1 2008-04-09 11011 933.50 814.50 933.50
2 2006-09-18 10308 88.80 88.80 514.40
2 2007-08-08 10625 479.75 88.80 514.40
2 2007-11-28 10759 320.00 88.80 514.40
2 2008-03-04 10926 514.40 88.80 514.40
3 2006-11-27 10365 403.20 403.20 660.00
3 2007-04-15 10507 749.06 403.20 660.00
3 2007-05-13 10535 1940.85 403.20 660.00
3 2007-06-19 10573 2082.00 403.20 660.00
3 2007-09-22 10677 813.37 403.20 660.00
3 2007-09-25 10682 375.50 403.20 660.00
3 2008-01-28 10856 660.00 403.20 660.00
-- returning one row per customer
WITH C AS
SELECT custid,
FIRST_VALUE(val) OVER(PARTITION BY custid
ORDER BY orderdate, orderid) AS val_firstorder,
LAST_VALUE(val) OVER(PARTITION BY custid
ORDER BY orderdate, orderid
ROWS BETWEEN CURRENT ROW
AND UNBOUNDED FOLLOWING) AS val_lastorder,
ROW_NUMBER() OVER(PARTITION BY custid ORDER BY (SELECT NULL)) AS rownum
FROM Sales.OrderValues
SELECT custid, val_firstorder, val_lastorder
FROM C
WHERE rownum = 1;
custid val_firstorder val_lastorder
1 814.50 933.50
2 88.80 514.40
3 403.20 660.00
4 480.00 491.50
5 1488.80 1835.70
6 149.00 858.00
7 1176.00 730.00
8 982.00 224.00
9 88.50 792.75
10 1832.80 525.00
-- pre SQL Server 2012 solutions
-- Using row numbers
WITH OrdersRN AS
SELECT custid, val,
ROW_NUMBER() OVER(PARTITION BY custid
ORDER BY orderdate, orderid) AS rna,
ROW_NUMBER() OVER(PARTITION BY custid
ORDER BY orderdate DESC, orderid DESC) AS rnd
FROM Sales.OrderValues
SELECT custid,
MAX(CASE WHEN rna = 1 THEN val END) AS firstorderval,
MAX(CASE WHEN rnd = 1 THEN val END) AS lastorderval,
MAX(CASE WHEN rna = 3 THEN val END) AS thirdorderval
FROM OrdersRN
GROUP BY custid;
custid firstorderval lastorderval thirdorderval
1 814.50 933.50 330.00
2 88.80 514.40 320.00
3 403.20 660.00 1940.85
4 480.00 491.50 407.70
5 1488.80 1835.70 2222.40
6 149.00 858.00 330.00
7 1176.00 730.00 7390.20
8 982.00 224.00 224.00
9 88.50 792.75 1549.60
10 1832.80 525.00 966.80
-- using carry-along-sort technique
-- step 1: create concatenated strings
SELECT custid,
CONVERT(CHAR(8), orderdate, 112)
+ STR(orderid, 10)
+ STR(val, 14, 2)
COLLATE Latin1_General_BIN2 AS s
FROM Sales.OrderValues;
custid s
85 20060704 10248 440.00
79 20060705 10249 1863.40
34 20060708 10250 1552.60
84 20060708 10251 654.06
76 20060709 10252 3597.90
34 20060710 10253 1444.80
14 20060711 10254 556.62
68 20060712 10255 2490.50
88 20060715 10256 517.80
35 20060716 10257 1119.90
-- step 2: group, aggregate and extract
WITH C AS
SELECT custid,
CONVERT(CHAR(8), orderdate, 112)
+ STR(orderid, 10)
+ STR(val, 14, 2)
COLLATE Latin1_General_BIN2 AS s
FROM Sales.OrderValues
SELECT custid,
CAST(SUBSTRING(MIN(s), 19, 14) AS NUMERIC(12, 2)) AS firstorderval,
CAST(SUBSTRING(MAX(s), 19, 14) AS NUMERIC(12, 2)) AS lastorderval
FROM C
GROUP BY custid;
custid firstorderval lastorderval
1 814.50 933.50
2 88.80 514.40
3 403.20 660.00
4 480.00 491.50
5 1488.80 1835.70
6 149.00 858.00
7 1176.00 730.00
8 982.00 224.00
9 88.50 792.75
10 1832.80 525.00
-- in case ordering element supports negative values, e.g., orderid
WITH C AS
SELECT custid,
CONVERT(CHAR(8), orderdate, 112)
+ CASE SIGN(orderid) WHEN -1 THEN '0' ELSE '1' END -- negative sorts before nonnegative
+ STR(CASE SIGN(orderid)
WHEN -1 THEN 2147483648 -- if negative add abs(minnegative)
ELSE 0
END + orderid, 10)
+ STR(val, 14, 2)
COLLATE Latin1_General_BIN2 AS s
FROM Sales.OrderValues
SELECT custid,
CAST(SUBSTRING(MIN(s), 20, 14) AS NUMERIC(12, 2)) AS firstorderval,
CAST(SUBSTRING(MAX(s), 20, 14) AS NUMERIC(12, 2)) AS lastorderval
FROM C
GROUP BY custid;
Cheers
Martin