Get the balance of my users in the same table - mysql

Help please, I have a table like this:
| ID | userId | amount | type |
-------------------------------------
| 1 | 10 | 10 | expense |
| 2 | 10 | 22 | income |
| 3 | 3 | 25 | expense |
| 4 | 3 | 40 | expense |
| 5 | 3 | 63 | income |
I'm looking for a way to use one query and retrive the balance of each user.
The hard part comes when the amounts has to be added on expenses and substracted on incomes.
This would be the result table:
| userId | balance |
--------------------
| 10 | 12 |
| 3 | -2 |

You need to get each totals of income and expense using subquery then later on join them so you can subtract expense from income
SELECT a.UserID,
(b.totalIncome - a.totalExpense) `balance`
FROM
(
SELECT userID, SUM(amount) totalExpense
FROM myTable
WHERE type = 'expense'
GROUP BY userID
) a INNER JOIN
(
SELECT userID, SUM(amount) totalIncome
FROM myTable
WHERE type = 'income'
GROUP BY userID
) b on a.userID = b.userid
SQLFiddle Demo

This is easiest to do with a single group by:
select user_id,
sum(case when type = 'income' then amount else - amount end) as balance
from t
group by user_id

You could have 2 sub-queries, each grouped by id: one sums the incomes, the other the expenses. Then you could join these together, so that each row had an id, the sum of the expenses and the sum of the income(s), from which you can easily compute the balance.

Related

Calculate balance per each category group

I have table my_table which contains groups of categories, each category has initial budget (original_budget):
I am trying to add a new column balance so it contains the balance after reducing expense from the original_budget in each category group. Something like:
my try:
SELECT category, expense, original_budget, (original_budget-expense) AS balance
FROM my_table GROUP BY category order by `trans_date`
MySQL version: innodb_version 5.7.25
10.2.23-MariaDB
If you are using MySQL 8+, then it is fairly straightforward to use SUM here as a window function:
SELECT
trans_date,
category,
expense,
original_budget,
original_budget - SUM(expense) OVER
(PARTITION BY category
ORDER BY trans_date ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW) balance
FROM my_table
ORDER BY
category,
trans_date;
Demo
On earlier versions of MySQL, we can try to compute the rolling balance using a correlated subquery:
SELECT
trans_date,
category,
expense,
original_budget,
original_budget - (SELECT SUM(t2.expense) FROM my_table t2
WHERE t1.category = t2.category AND
t2.trans_date <= t1.trans_date) balance
FROM my_table t1
ORDER BY
category,
trans_date;
Demo
For All MySQL versions:
You can use MySQL User defined Variable to reduce balance amount for a category. For this keep same category records together with sorted dates.
SELECT
category,
expense,
original_budget,
IF(#cat <> category, #budg:= original_budget - expense, #budg:= #budg - expense) AS balance,
#cat:= category -- Set category to current value so we can compare it in next iteration
FROM my_table,
(SELECT #cat:= '' AS c, #budg:= NULL AS b) AS t
ORDER BY category, `trans_date`;
Output:
| category | expense | original_budget | balance | #cat:= category |
| A | 10 | 100 | 90 | A |
| A | 2 | 100 | 88 | A |
| A | 1 | 100 | 87 | A |
| B | 12 | 300 | 288 | B |
| B | 1 | 300 | 287 | B |
| B | 1 | 300 | 286 | B |
| B | 1 | 300 | 285 | B |

MySQL - Return Latest Date and Total Sum from two rows in a column for multiple entries

For every ID_Number, there is a bill_date and then two types of bills that happen. I want to return the latest date (max date) for each ID number and then add together the two types of bill amounts. So, based on the table below, it should return:
| 1 | 201604 | 10.00 | |
| 2 | 201701 | 28.00 | |
tbl_charges
+-----------+-----------+-----------+--------+
| ID_Number | Bill_Date | Bill_Type | Amount |
+-----------+-----------+-----------+--------+
| 1 | 201601 | A | 5.00 |
| 1 | 201601 | B | 7.00 |
| 1 | 201604 | A | 4.00 |
| 1 | 201604 | B | 6.00 |
| 2 | 201701 | A | 15.00 |
| 2 | 201701 | B | 13.00 |
+-----------+-----------+-----------+--------+
Then, if possible, I want to be able to do this in a join in another query, using ID_Number as the column for the join. Would that change the query here?
Note: I am initially only wanting to run the query for about 200 distinct ID_Numbers out of about 10 million. I will be adding an 'IN' clause for those IDs. When I do the join for the final product, I will need to know how to get those latest dates out of all the other join possibilities. (ie, how do I get ID_Number 1 to join with 201604 and not 201601?)
I would use NOT EXISTS and GROUP BY
select, t1.id_number, max(t1.bill_date), sum(t1.amount)
from tbl_charges t1
where not exists (
select 1
from tbl_charges t2
where t1.id_number = t2.id_number and
t1.bill_date < t2.bill_date
)
group by t1.id_number
the NOT EXISTS filter out the irrelevant rows and GROUP BY do the sum.
I would be inclined to filter in the where:
select id_number, sum(c.amount)
from tbl_charges c
where c.date = (select max(c2.date)
from tbl_charges c2
where c2.id_number = c.id_number and c2.bill_type = c.bill_type
)
group by id_number;
Or, another fun way is to use in with tuples:
select id_number, sum(c.amount)
from tbl_charges c
where (c.id_number, c.bill_type, c.date) in
(select c2.id_number, c2.bill_type, max(c2.date)
from tbl_charges c2
group by c2.id_number, c2.bill_type
)
group by id_number;

How to select the sum() of a group of rows and the sum() of another group

I have created a SQLfiddle demo with sample data and desired result here :(http://sqlfiddle.com/#!9/dfe73a/7)
sample data
-- table company
+--------+---------+
| id | name |
+--------+---------+
| 1 | foo |
| 2 | bar |
+--------+---------+
-- table sales
+--------+---------------+-----------------+
| id | company_id | total_amount |
+--------+---------------+-----------------+
| 1 | 1 | 300.0 |
| 2 | 1 | 300.0 |
| 2 | 1 | 100.0 |
+--------+---------------+-----------------+
-- table moves
+--------+---------------+-----------------+
| id | company_id | balance_move |
+--------+---------------+-----------------+
| 1 | 1 | 700.0 |
| 2 | 1 | -300.0 |
| 2 | 1 | -300.0 |
+--------+---------------+-----------------+
I need to select every company along with the sum of it's total amount of sales and the sum of it's total balance moves
desired result
+----+----------------------+---------------------+
| id | total_amount_sum | balance_move_sum |
+----+----------------------+---------------------+
| 1 | 700 | 100 |
+----+----------------------+---------------------+
| 2 | (null) | (null) |
+----+----------------------+---------------------+
I tried this SQL query
SELECT
company.id,
sum(total_amount) total_amount_sum,
sum(balance_move) balance_move_sum
FROM company
LEFT JOIN sales ON company.id = sales.company_id
LEFT JOIN moves ON company.id = moves.company_id
GROUP BY company.id
But the sum() functions add all the redundant values came from the joins which result in 2100 (700*3) for total amount and 300 (100*3) for net balance
bad SQL statement result
+----+----------------------+---------------------+
| id | total_amount_sum | balance_move_sum |
+----+----------------------+---------------------+
| 1 | 2100 | 300 |
+----+----------------------+---------------------+
| 2 | (null) | (null) |
+----+----------------------+---------------------+
Is it possible to achieve the result I want ?
You're repeating rows by doing your joins.
Company: 1 row per company
After Sales join: 3 rows per company (1x3)
After Moves join: 9 rows per company (3x3)
You end up triplicating your SUM because of this.
One way to fix is to use derived tables like this, which calculate the SUM first, then join the resulting rows 1-to-1.
SELECT
company.id,
total_amount_sum,
balance_move_sum
FROM company
LEFT JOIN (SELECT SUM(total_amount) total_amount_sum, company_id
FROM sales
GROUP BY company_id
) sales ON company.id = sales.company_id
LEFT JOIN (SELECT SUM(balance_move) balance_move_sum, company_id
FROM moves
GROUP BY company_id
) moves ON company.id = moves.company_id
Using sub-queries to calculate the two sums separately will work.
SELECT
company.id,
(Select sum(total_amount) from sales where sales.company_id = company.id) total_amount_sum,
(Select sum(balance_move) from moves where moves.company_id = company.id) balance_move_sum
FROM company

Select SUM from multiple tables for every record in MySQL table

I'm having a table with main invoice data, and two table with invoice items:
items which are based on hourly work, with an hourly rate and an amount of hours
items which are products, with a unit count an unit price
For the invoice overview page, I'd like to retrieve all invoices and their total amounts with one query.
A simplified schema
invoices_main
| invoice_id |
| 1 |
| 2 |
| 3 |
invoices_items_products
| item_id | invoice_id | item_count | item_unit_price |
| 1 | 1 | 1 | 999.95 |
| 2 | 1 | 20 | 49.50 |
| 3 | 2 | 3 | 15.00 |
| 4 | 2 | 5 | 5.00 |
| 5 | 3 | 2 | 150.00 |
invoices_items_hourly
| item_id | invoice_id | item_hours | item_hourly_rate |
| 1 | 1 | 3.50 | 90.00 |
| 2 | 1 | 1.00 | 140.00 |
| 3 | 2 | 12.00 | 90.00 |
| 4 | 3 | 1.50 | 90.00 |
With the help of this question, I've constructed the following query:
SELECT
I.invoice_id,
IFNULL(
SUM(ROUND(P.item_unit_price * P.item_count, 2)),
0
) + IFNULL(
SUM(ROUND(H.item_hourly_rate * H.item_hours, 2)),
0
) AS invoice_total_amount
FROM
invoices_main I
LEFT JOIN invoices_items_products P ON I.invoice_id = P.invoice_id
LEFT JOIN invoices_items_hours H ON I.invoice_id = H.invoice_id
GROUP BY
I.invoice_id
It works kind of, but if an invoice has both products and hourly items, with at least multiple entries for one of both, items are duplicated due to the joins and the total amount becomes way too high.
Thus, in the above example schema, it goes wrong with invoice_id 1 and 2, but work with 3.
How can I retrieve a list of invoices with their respective total amounts, in a way that works even if an invoice has multiple products and multiple hourly items?
Try putting both left join's into a subquery instead.
SELECT
I.invoice_id,
IFNULL
(
(
SELECT SUM(ROUND(H.item_hourly_rate * H.item_hours, 2))
FROM invoices_items_hours AS H
WHERE H.invoice_id = I.invoice_id
)
, 0
) +
IFNULL
(
(
SELECT SUM(ROUND(P.item_unit_price * P.item_count, 2))
FROM invoices_items_products AS P
WHERE P.invoice_id = I.invoice_id
)
, 0
) AS invoice_total_amount
FROM invoices_main AS I
GROUP BY I.invoice_id
As mentioned in the comments, you should sum up the revenue in each table per invoice_id before doing the join. If you're looking to get the revenue from both of these places then you can add (B.unit_revenue + C.hourly_revenue) total_revenue to the first SELECT statement below.
SELECT A.invoice_id, B.unit_revenue, C.hourly_revenue FROM
invoices_main AS A
JOIN (
SELECT invoice_id, SUM(item_count * item_unit_price) unit_revenue
FROM invoices_items_products GROUP BY invoice_id
) B
ON
A.invoice_id = B.invoice_id
JOIN (
SELECT invoice_id, SUM(item_hours * item_hourly_rate) hourly_revenue FROM
invoices_items_hours GROUP BY invoice_id
) C
ON
A.invoice_id = C.invoice_id

MySQL Joining Tables While Counting & Grouping

I want to join 2 tables:
source_table
----------------------------------
| source_id label |
|----------------------------------|
| 1 Contact Form |
| 2 E-Mail |
| 3 Inbound Call |
| 4 Referral |
----------------------------------
related_table
---------------------------------------
| id created_at source |
|---------------------------------------|
| 1 2013-12-26 2 |
| 2 2013-12-26 2 |
| 3 2013-12-26 4 |
| 4 2013-12-25 1 |
| 5 2013-12-18 2 |
| 6 2013-12-16 4 |
| 7 2013-11-30 2 |
---------------------------------------
So that it looks like this:
---------------------------------------
| created_at source amount |
|---------------------------------------|
| 2013-12-26 E-Mail 2 |
| 2013-12-26 Referral 1 |
| 2013-12-25 Contact Form 1 |
| 2013-12-18 E-Mail 1 |
| 2013-12-16 Referral 1 |
---------------------------------------
I want to count the occurrences of each source in related_table grouped by the source for each date in the range.
But I'm not sure how to write the query.
Here's what I have so far:
SELECT DISTINCT
source_table.source_id,
source_table.label AS source,
related_table.created_at,
COUNT(*) AS amount
FROM source_table
INNER JOIN related_table
ON related_table.source=source_table.source_id AND
related_table.created_at>='2013-12-01' AND
related_table.created_at<='2013-12-31'
GROUP BY `source`
ORDER BY `created_at` ASC
I'm not very good with SQL, so the above query might be far off from what I need to have. All I know is that it doesn't work as expected.
My implementation:
select created_at, s.label, amount
from
(
select count(r.Source) as amount, r.source, r.created_at
from related_table r
group by r.source, r.created_at) a inner join source_table s
on a.source = s.source_id
where created_at between '2013-12-01' and '2013-12-31'
order by amount desc, created_at desc
http://sqlfiddle.com/#!2/841bd/2
adjusted demo to your example...
SELECT
created_at
,label as source
,COUNT(*) AS amount
FROM source_table
INNER JOIN related_table
ON source_table.source_id = related_table.source
GROUP BY label, created_at
ORDER BY created_at DESC