Mix overview and detail records in same report

Question

Hello, in substance I need to mix results from overview table and records from details table in same report.
For creating the scenario:
CREATE TABLE ALPHA
ALPHA_ID     NUMBER,
ALPHA_NR     NUMBER,
ALPHA_TOTCT     NUMBER,
ALPHA_FUND     NUMBER
ALTER TABLE ALPHA ADD (
     CONSTRAINT ALPHA_PK PRIMARY KEY (ALPHA_ID));
ALTER TABLE ALPHA ADD (
     CONSTRAINT ALPHA_NR_UNI UNIQUE (ALPHA_NR));
INSERT INTO ALPHA(ALPHA_ID, ALPHA_NR)
VALUES( 1, 7 );
INSERT INTO ALPHA(ALPHA_ID, ALPHA_NR)
VALUES( 2, 11 );
INSERT INTO ALPHA(ALPHA_ID, ALPHA_NR)
VALUES( 3, 15 );
INSERT INTO ALPHA(ALPHA_ID, ALPHA_NR)
VALUES( 4, 17 );
CREATE TABLE HIST
HIST_ID     NUMBER,
HIST_NR NUMBER,
HIST_ALPHA_NR NUMBER,
HIST_CT          NUMBER,
HIST_VAL     NUMBER,
HIST_DATE     DATE
ALTER TABLE HIST ADD (
     CONSTRAINT HIST_PK PRIMARY KEY (HIST_ID));
ALTER TABLE HIST ADD (
     CONSTRAINT HIST_NR_UNI UNIQUE (HIST_NR));
ALTER TABLE HIST ADD (
     CONSTRAINT HIST_ALPHA_NR_FK FOREIGN KEY (HIST_ALPHA_NR) REFERENCES ALPHA ( ALPHA_NR ) );
TRUNCATE TABLE HIST;
INSERT INTO HIST( HIST_ID ,HIST_NR ,HIST_ALPHA_NR ,HIST_CT ,HIST_VAL ,HIST_DATE )
VALUES ( 1 ,1    ,7 ,1 ,10 , TO_DATE('01.02.2009' , 'dd.mm.yyyy' ) );
INSERT INTO HIST( HIST_ID ,HIST_NR ,HIST_ALPHA_NR ,HIST_CT ,HIST_VAL ,HIST_DATE )
VALUES ( 2 ,6    ,7 ,1 ,10 , TO_DATE('01.05.2009' , 'dd.mm.yyyy' ) );
INSERT INTO HIST( HIST_ID ,HIST_NR ,HIST_ALPHA_NR ,HIST_CT ,HIST_VAL ,HIST_DATE )
VALUES ( 3 ,3    ,7 ,3 ,30 , TO_DATE('01.02.2010' , 'dd.mm.yyyy' ) );
INSERT INTO HIST( HIST_ID ,HIST_NR ,HIST_ALPHA_NR ,HIST_CT ,HIST_VAL ,HIST_DATE )
VALUES ( 4 ,4    ,11 ,1 ,10 , TO_DATE('01.03.2009' , 'dd.mm.yyyy' ) );
INSERT INTO HIST( HIST_ID ,HIST_NR ,HIST_ALPHA_NR ,HIST_CT ,HIST_VAL ,HIST_DATE )
VALUES ( 5 ,5    ,11 ,-2 ,-20 , TO_DATE('01.06.2010' , 'dd.mm.yyyy' ) );
INSERT INTO HIST( HIST_ID ,HIST_NR ,HIST_ALPHA_NR ,HIST_CT ,HIST_VAL ,HIST_DATE )
VALUES ( 6 ,8    ,11 ,1 ,10 , TO_DATE('01.02.2011' , 'dd.mm.yyyy' ) );
INSERT INTO HIST( HIST_ID ,HIST_NR ,HIST_ALPHA_NR ,HIST_CT ,HIST_VAL ,HIST_DATE )
VALUES ( 7 ,2    ,15 ,2 ,20 , TO_DATE('01.03.2009' , 'dd.mm.yyyy' ) );
INSERT INTO HIST( HIST_ID ,HIST_NR ,HIST_ALPHA_NR ,HIST_CT ,HIST_VAL ,HIST_DATE )
VALUES ( 8 ,7    ,15 ,5 ,50 , TO_DATE('01.06.2010' , 'dd.mm.yyyy' ) );
INSERT INTO HIST( HIST_ID ,HIST_NR ,HIST_ALPHA_NR ,HIST_CT ,HIST_VAL ,HIST_DATE )
VALUES ( 9 ,9    ,15 ,-4 ,-40 , TO_DATE('01.02.2011' , 'dd.mm.yyyy' ) );
INSERT INTO HIST( HIST_ID ,HIST_NR ,HIST_ALPHA_NR ,HIST_CT ,HIST_VAL ,HIST_DATE )
VALUES ( 10 ,10    ,17 ,1 ,10 , TO_DATE('01.03.2011' , 'dd.mm.yyyy' ) );For updating the overview table, I used a view
CREATE OR REPLACE VIEW HIST_AGG ( HIST_ALPHA_NR,  TOT_CT  , TOT_VAL )
AS
SELECT HIST_ALPHA_NR
,SUM ( NVL(HIST_CT, 0 ) ) TOT_CT
,SUM( NVL(HIST_VAL, 0) )  TOT_VAL
FROM HIST
GROUP BY HIST_ALPHA_NR;
DECLARE
CURSOR cur
IS
SELECT
HIST_ALPHA_NR
,TOT_CT
,TOT_VAL
FROM HIST_AGG
BEGIN
FOR rec IN cur
LOOP
     UPDATE ALPHA
     SET ALPHA_TOTCT = rec.TOT_CT
     , ALPHA_FUND  = rec.TOT_VAL
     WHERE ALPHA_NR = rec.HIST_ALPHA_NR;
END LOOP;
END;First report should the overview line from table alpha followed by all detail records from
table HIST, and this for each alpha_nr. At the end of the report a total from the overview
table alpha.
"SUMMARY";"ALPHA_NR";"ALPHA_TOTCT";"ALPHA_FUND";
;7;5;50;
;7;1;10;01.02.2009
;7;1;10;01.05.2009
;7;3;30;
;11;0;0;
;11;1;10;01.03.2009
;11;-2;-20;01.06.2010
;11;1;10;01.02.2011
;15;3;30;
;15;2;20;01.03.2009
;15;5;50;01.06.2010
;15;-4;-40;01.02.2011
;17;1;10;
;17;1;10;01.03.2011
"TOTAL_ALPHA_NR";4;9;90;Second report should display the overview per time period (year), but the records from
e.g. year 2009 start counting in year 2010. At the end of each year again a summary for
the actual status.
"YEAR";"ALPHA_NR";"ALPHA_TOTCT";"ALPHA_FUND"
2009;7;0;0
;11;0;0
;15;0;0
;17;0;0
"Total 2009";4;0;0
2010;7;2;20
;11;1;10
;15;2;20
;17;0;0
"Total 2010";4;5;50
2011;7;5;50
;11;-1;-10
;15;7;70
;17;0;0
"Total 2011";4;11;110
2012;7;5;50
;11;0;0
;15;3;30
;17;1;10
"Total 2012";4;9;90

Answer 1

Hi,
This is quite a different problem from what you first posted.
wucis wrote:
This is what I want to get
ALPHA_DATE     ALPHA_NAME             ALPHA_NR     ALPHA_TOTCT     ALPHA_FUND     TRANS_DATE
01.01.2009      seven                      7             5             50     
                                  7          1          10          01.02.2009
                                  7          1          10          01.05.2009
                                  7          3          30          01.02.2010
01.03.2009     eleven                  11          0          0     
                                  11          1          10          01.03.2009
                                  11          -2          -20          01.06.2010
                                  11          1          10          01.02.2011
03.05.2010      twelve                  12              0               0
02.02.2009     fifteen               15          3          30     
                         15          2          20          01.03.2009
                         15          5          50          01.06.2010
                         15          -4          -40          01.02.2011
10.10.2010      seventeen          17          1          10     
                         17          1          10          01.03.2011
            TOTAL_ALPHA_NR          5          9          90     
Do you really want to include alphr_nr=12? If so, what do you mean when you say
I have an approach but there are "unnecessary" rows ( the line with just alpha_nr = 12 ) and why don't you want alpha_nr=13?
so my join is buggyExactly! The join
...    from hist, alpha b
WHERE b.alpha_nr  = hist.hist_alpha_nr (+) ...means "include all rows from alpha, whether of not they have any corresponding rows in hist or not". If you want to exclude alpha_nrs 12 and 13, you probably want to do an inner join there.
You don't need any sub-queries to do that:
SELECT       CASE
           WHEN  GROUPING (h.hist_alpha_nr) = 0
           AND   GROUPING (h.hist_date)     = 1
           THEN  MAX (a.alpha_date)
       END                    AS alpha_date
,       CASE
           WHEN  GROUPING (h.hist_alpha_nr) = 1
           THEN  'TOTAL_ALPHA_NR'
           WHEN  GROUPING (h.hist_date)     = 1
           THEN  MAX (a.alpha_name)
       END                    AS alpha_name
,       CASE
           WHEN  GROUPING (h.hist_alpha_nr) = 0
           THEN  h.hist_alpha_nr
           ELSE  COUNT (DISTINCT (alpha_nr))
       END                    AS alpha_nr
,       SUM (h.hist_ct)          AS alpha_totct
,       SUM (h.hist_val)           AS alpha_fund
,       h.hist_date               AS trans_date
FROM       hist        h
,       alpha        a
WHERE       h.hist_alpha_nr     = a.alpha_nr
AND       a.active          = 'Y'
GROUP BY  ROLLUP ( hist_alpha_nr
                   , hist_date
ORDER BY  GROUPING (h.hist_alpha_nr)
,            h.hist_alpha_nr
,       GROUPING (h.hist_date)          DESC
,       h.hist_date
;Output:
                           ALPHA  ALPHA ALPHA
ALPHA_DATE ALPHA_NAME        _NR _TOTCT _FUND TRANS_DATE
01.01.2009 seven               7      5    50
                               7      1    10 01.02.2009
                               7      1    10 01.05.2009
                               7      3    30 01.02.2010
01.03.2009 eleven             11      0     0
                              11      1    10 01.03.2009
                              11     -2   -20 01.06.2010
                              11      1    10 01.02.2011
02.02.2009 fifteen            15      3    30
                              15      2    20 01.03.2009
                              15      5    50 01.06.2010
                              15     -4   -40 01.02.2011
10.10.2010 seventeen          17      1    10
                              17      1    10 01.03.2011
           TOTAL_ALPHA_NR      4      9    90If this is not what you want (e.g., if you want alpha_nr=12 in the results) then point out where these results are wrong, post the correct results, and explain how you get the correct results in those places.