We have SQL Server 2008 R2 with Visual Studio 2008. We have SharePoint(2010) and SSRS running in integrated mode; but plan on changing back to native mode to use Business Analyzer and put SharePoint on a MS Cloud Server. The Dynamics GP version is 2010 soon to be upgraded.
The old reports admin used a SAP Crystal Report (14) to generate data then cut-paste into a series of Excel 2010 spreadsheets with formulas to produce a certain report for the president/co-owner of the company.
I have been tasked with making the report automatic with no Excel involved; and to produce the reports as a PDF.
The way we are using the GP database and the results they want cause the query to be a little complex; but mostly repetitive. Also, there are several manual exceptions to rules, i.e. how a sales id is used to determine if the sale is split with another id or not.
I have crafted a rough-draft query that gets me close to the results; but is causing the "GrossProfit" to be 1.52 times what it should be.
The report is needed every Monday and on the 3rd day of the month for the past month and includes a look back period of three years(including the current YTD).
The user base that needs the report now is about 25; but if successful it will be more and run more often.
Should I use a Stored Proc to generate the data I need? Or a SSIS package?
If it is a SP how should I govern when the data is created? What event(s) should trigger it?
Here is the SQL Code (1st draft):
-- Get Main Data
SELECT SOP30200.CUSTNAME, SOP30200.SLPRSNID, SOP30300.XTNDPRCE, SOP30300.SOPTYPE,
SOP30200.DOCDATE, SOP30300.NONINVEN, SOP30300.SOPNUMBE, SOP30300.ITEMDESC,
SOP30300.EXTDCOST, SOP30200.VOIDSTTS, SOP30200.CUSTNMBR, RM00101.CUSTCLAS,
SOP30300.MRKDNAMT, SOP30300.QUANTITY, SOP30300.QTYFULFI, SOP30300.ITEMNMBR,
RM00301.SLPRSNFN, RM00301.SPRSNSLN, RM00301.INACTIVE
INTO #_Main
FROM (
(
OMNI.dbo.SOP30300 SOP30300
INNER JOIN OMNI.dbo.SOP30200 SOP30200 ON
(SOP30300.SOPTYPE=SOP30200.SOPTYPE) AND (SOP30300.SOPNUMBE=SOP30200.SOPNUMBE)
)
INNER JOIN OMNI.dbo.RM00101 RM00101 ON
SOP30200.CUSTNMBR=RM00101.CUSTNMBR
)
INNER JOIN OMNI.dbo.RM00301 RM00301 ON
SOP30200.SLPRSNID=RM00301.SLPRSNID
WHERE
YEAR(SOP30200.DOCDATE)IN(2011,2012,2013)AND
SOP30200.VOIDSTTS=0 AND
NOT (SOP30300.SOPNUMBE='xxxxxx64' OR SOP30300.SOPNUMBE='xxxxxx72' OR SOP30300.SOPNUMBE='xxxxxx98' OR SOP30300.SOPNUMBE='xxxxxx14') AND
(SOP30300.SOPTYPE=3 OR SOP30300.SOPTYPE=4) AND
SOP30300.ITEMNMBR NOT LIKE '011-%'
--AND SOP30200.SLPRSNID = '7060'--Test ID Filter
--Get Non-Splits
SELECT CUSTNAME,SLPRSNID,XTNDPRCE,SOPTYPE,DOCDATE,NONINVEN,SOPNUMBE,
ITEMDESC,EXTDCOST,VOIDSTTS,CUSTNMBR,CUSTCLAS,MRKDNAMT,QUANTITY,QTYFULFI,
ITEMNMBR,SLPRSNFN,SPRSNSLN,INACTIVE,CAST(0 as DECIMAL(14,6))ExPx,CAST(0 as DECIMAL(14,6))Cost,CAST(0 as DECIMAL(14,6))GrossProfit,
0 as HasSplit
INTO #_NonSplits
FROM #_Main
WHERE
(SLPRSNID NOT LIKE '%-%' OR SLPRSNID = '0710Z')
--Get Splits
SELECT
CUSTNAME,
SLPRSNID,
CASE WHEN(SLPRSNID LIKE '%-%') THEN SUBSTRING(SLPRSNID,1,4) ELSE SLPRSNID END AS NewID1,
CASE WHEN(SLPRSNID LIKE '%-%') THEN SUBSTRING(SLPRSNID,CHARINDEX('-',SLPRSNID)+1,LEN(SLPRSNID)) ELSE SLPRSNID END AS NewID2,
CASE WHEN(SLPRSNID LIKE '%-%' OR SLPRSNID = '0710Z') THEN 1 ELSE 0 END AS HasSplit,
XTNDPRCE,SOPTYPE,DOCDATE,NONINVEN,SOPNUMBE,ITEMDESC,EXTDCOST,
VOIDSTTS,CUSTNMBR,CUSTCLAS,MRKDNAMT,QUANTITY,
QTYFULFI,ITEMNMBR,SLPRSNFN,SPRSNSLN,INACTIVE,CAST(0 as DECIMAL(14,6)) as ExPx, CAST(0 as DECIMAL(14,6)) as Cost, CAST(0 as DECIMAL(14,6)) as GrossProfit
INTO #_Splits1
FROM #_Main
--Set Splits1
SELECT CUSTNAME,NewID1 as SLPRSNID,
XTNDPRCE,SOPTYPE,DOCDATE,NONINVEN,SOPNUMBE,ITEMDESC,EXTDCOST,
VOIDSTTS,CUSTNMBR,CUSTCLAS,MRKDNAMT,QUANTITY,
QTYFULFI,ITEMNMBR,SLPRSNFN,SPRSNSLN,INACTIVE,ExPx,Cost,GrossProfit,HasSplit
INTO #_Splits2
FROM #_Splits1
WHERE HasSplit = 1
--Set Splits2
INSERT INTO #_Splits2 (CUSTNAME,SLPRSNID,XTNDPRCE,SOPTYPE,DOCDATE,NONINVEN,SOPNUMBE,ITEMDESC,EXTDCOST,VOIDSTTS,CUSTNMBR,CUSTCLAS,MRKDNAMT,QUANTITY,QTYFULFI,ITEMNMBR,SLPRSNFN,SPRSNSLN,INACTIVE,ExPx,Cost,GrossProfit,HasSplit)
SELECT CUSTNAME,NewID2,
XTNDPRCE,SOPTYPE,DOCDATE,NONINVEN,SOPNUMBE,ITEMDESC,EXTDCOST,
VOIDSTTS,CUSTNMBR,CUSTCLAS,MRKDNAMT,QUANTITY,
QTYFULFI,ITEMNMBR,SLPRSNFN,SPRSNSLN,INACTIVE,
ExPx,Cost,GrossProfit,HasSplit
FROM #_Splits1
WHERE HasSplit = 1
DECLARE @ExPX DECIMAL(14,2)
DECLARE @CUSTNMBR CHAR(15)
/*
Need to get cost, expx, gross profit, etc for Splits Group 1;
*/
/*
Splits Calc's for Group1
*/
--Get ExPx
SELECT CUSTNAME,SLPRSNID,
XTNDPRCE,SOPTYPE,DOCDATE,NONINVEN,SOPNUMBE,ITEMDESC,EXTDCOST,
VOIDSTTS,CUSTNMBR,CUSTCLAS,MRKDNAMT,QUANTITY,
QTYFULFI,ITEMNMBR,SLPRSNFN,SPRSNSLN,INACTIVE ,
CASE WHEN SOPTYPE = 4 THEN 0-(
CASE WHEN CUSTNMBR IN('ZZZ200','ZZZ210','ZZZ220') THEN XTNDPRCE
WHEN SOPNUMBE IN ('xxxxxx90','xxxxxx01','xxxx43') THEN 0
ELSE (XTNDPRCE + (MRKDNAMT * QUANTITY))
END) ELSE(CASE WHEN CUSTNMBR IN('ZZZ200','ZZZ210','ZZZ220') THEN XTNDPRCE
WHEN SOPNUMBE IN ('xxxxxx90','xxxxxx01','xxxx43') THEN 0
ELSE (XTNDPRCE + (MRKDNAMT * QUANTITY))
END)
END AS ExPx,
Cost,GrossProfit,HasSplit
INTO #_Splits5
FROM #_Splits1
ORDER BY SOPNUMBE,ItemDesc
--Get Cost
SELECT CUSTNAME,SLPRSNID,
XTNDPRCE,SOPTYPE,DOCDATE,NONINVEN,SOPNUMBE,ITEMDESC,EXTDCOST,
VOIDSTTS,CUSTNMBR,CUSTCLAS,MRKDNAMT,QUANTITY,
QTYFULFI,ITEMNMBR,SLPRSNFN,SPRSNSLN,INACTIVE ,
ExPx,
--This is the "Kit Cost" field from CR
CASE WHEN SOPNUMBE = 'xxxxxxxx79' THEN EXTDCOST
WHEN ITEMNMBR = '123-4567' THEN EXTDCOST
WHEN ITEMNMBR LIKE '032-%' THEN 0.00
ELSE
( --This is the "Returns Cost" field from CR
CASE WHEN SOPNUMBE = 'xxxxxx91' THEN EXTDCOST+54.00
WHEN SOPNUMBE = 'xxxx46' THEN EXTDCOST+196.16
WHEN SOPNUMBE = 'xxxxxx95' OR SOPNUMBE = 'xxxxxx69' THEN EXTDCOST
WHEN SOPNUMBE = 'xxxxxx01' AND QTYFULFI = 0 THEN 0.00
WHEN SOPTYPE = 4 THEN 0-EXTDCOST
ELSE
EXTDCOST
END
)
END
AS Cost,
GrossProfit,HasSplit
INTO #_Splits6
FROM #_Splits5
--Get Gross Profit
UPDATE #_Splits6
SET GrossProfit = CAST((ExPx - Cost) as Decimal)
FROM #_Splits6
--Set ExPx and GP to 1/2 value
UPDATE #_Splits6
SET GrossProfit = GrossProfit/2, ExPx = CAST((ExPx/2) as Decimal),Cost = CAST((Cost/2) as Decimal)
FROM #_Splits6
/*
Splits Calc's for Group2
*/
--Get ExPx
SELECT CUSTNAME,SLPRSNID,
XTNDPRCE,SOPTYPE,DOCDATE,NONINVEN,SOPNUMBE,ITEMDESC,EXTDCOST,
VOIDSTTS,CUSTNMBR,CUSTCLAS,MRKDNAMT,QUANTITY,
QTYFULFI,ITEMNMBR,SLPRSNFN,SPRSNSLN,INACTIVE ,
CASE WHEN SOPTYPE = 4 THEN 0-(
CASE WHEN CUSTNMBR IN('ZZZ200','ZZZ210','ZZZ220') THEN XTNDPRCE
WHEN SOPNUMBE IN ('xxxxxx90','xxxxxx01','xxxx43') THEN 0
ELSE (XTNDPRCE + (MRKDNAMT * QUANTITY))
END) ELSE(CASE WHEN CUSTNMBR IN('ZZZ200','ZZZ210','ZZZ220') THEN XTNDPRCE
WHEN SOPNUMBE IN ('xxxxxx90','xxxxxx01','xxxx43') THEN 0
ELSE (XTNDPRCE + (MRKDNAMT * QUANTITY))
END)
END AS ExPx,
Cost,GrossProfit,HasSplit
INTO #_Splits3
FROM #_Splits2
ORDER BY SOPNUMBE,ItemDesc
--Get Cost
SELECT CUSTNAME,SLPRSNID,
XTNDPRCE,SOPTYPE,DOCDATE,NONINVEN,SOPNUMBE,ITEMDESC,EXTDCOST,
VOIDSTTS,CUSTNMBR,CUSTCLAS,MRKDNAMT,QUANTITY,
QTYFULFI,ITEMNMBR,SLPRSNFN,SPRSNSLN,INACTIVE ,
ExPx,
--This is the "Kit Cost" field from CR
CASE WHEN SOPNUMBE = 'xxxxxxxx79' THEN EXTDCOST
WHEN ITEMNMBR = '123-4567' THEN EXTDCOST
WHEN ITEMNMBR LIKE '032-%' THEN 0.00
ELSE
( --This is the "Returns Cost" field from CR
CASE WHEN SOPNUMBE = 'xxxxxx91' THEN EXTDCOST+54.00
WHEN SOPNUMBE = 'xxxx46' THEN EXTDCOST+196.16
WHEN SOPNUMBE = 'xxxxxx95' OR SOPNUMBE = 'xxxxxx69' THEN EXTDCOST
WHEN SOPNUMBE = 'xxxxxx01' AND QTYFULFI = 0 THEN 0.00
WHEN SOPTYPE = 4 THEN 0-EXTDCOST
ELSE
EXTDCOST
END
)
END
AS Cost,
GrossProfit,HasSplit
INTO #_Splits4
FROM #_Splits3
--Get Gross Profit
UPDATE #_Splits4
SET GrossProfit = CAST((ExPx - Cost) as Decimal)
FROM #_Splits4
--Set ExPx and GP to 1/2 value
UPDATE #_Splits4
SET GrossProfit = GrossProfit/2, ExPx = CAST((ExPx/2) as Decimal),Cost = CAST((Cost/2) as Decimal)
FROM #_Splits4
/*
Need to get cost, expx, gross profit, etc for NON-splits
*/
--Get ExPx
SELECT CUSTNAME,SLPRSNID,
XTNDPRCE,SOPTYPE,DOCDATE,NONINVEN,SOPNUMBE,ITEMDESC,EXTDCOST,
VOIDSTTS,CUSTNMBR,CUSTCLAS,MRKDNAMT,QUANTITY,
QTYFULFI,ITEMNMBR,SLPRSNFN,SPRSNSLN,INACTIVE ,
CASE WHEN SOPTYPE = 4 THEN 0-(
CASE WHEN CUSTNMBR IN('ZZZ200','ZZZ210','ZZZ220') THEN XTNDPRCE
WHEN SOPNUMBE IN ('xxxxxx90','xxxxxx01','xxxx43') THEN 0
ELSE (XTNDPRCE + (MRKDNAMT * QUANTITY))
END) ELSE(CASE WHEN CUSTNMBR IN('ZZZ200','ZZZ210','ZZZ220') THEN XTNDPRCE
WHEN SOPNUMBE IN ('xxxxxx90','xxxxxx01','xxxx43') THEN 0
ELSE (XTNDPRCE + (MRKDNAMT * QUANTITY))
END)
END AS ExPx,
Cost,GrossProfit,HasSplit
INTO #_NonSplits2
FROM #_NonSplits
ORDER BY SOPNUMBE,ItemDesc
--Get Cost
SELECT CUSTNAME,SLPRSNID,
XTNDPRCE,SOPTYPE,DOCDATE,NONINVEN,SOPNUMBE,ITEMDESC,EXTDCOST,
VOIDSTTS,CUSTNMBR,CUSTCLAS,MRKDNAMT,QUANTITY,
QTYFULFI,ITEMNMBR,SLPRSNFN,SPRSNSLN,INACTIVE ,
ExPx,
--This is the "Kit Cost" field from CR
CASE WHEN SOPNUMBE = 'xxxxxxxx79' THEN EXTDCOST
WHEN ITEMNMBR = '123-4567' THEN EXTDCOST
WHEN ITEMNMBR LIKE '032-%' THEN 0.00
ELSE
( --This is the "Returns Cost" field from CR
CASE WHEN SOPNUMBE = 'xxxxxx91' THEN EXTDCOST+54.00
WHEN SOPNUMBE = 'xxxx46' THEN EXTDCOST+196.16
WHEN SOPNUMBE = 'xxxxxx95' OR SOPNUMBE = 'xxxxxx69' THEN EXTDCOST
WHEN SOPNUMBE = 'xxxxxx01' AND QTYFULFI = 0 THEN 0.00
WHEN SOPTYPE = 4 THEN 0-EXTDCOST
ELSE
EXTDCOST
END
)
END
AS Cost,
GrossProfit,HasSplit
INTO #_NonSplits3
FROM #_NonSplits2
--Get Gross Profit
UPDATE #_NonSplits3
SET GrossProfit = CAST((ExPx - Cost) as Decimal)
FROM #_NonSplits3
--SELECT * FROM #_NonSplits3
-- Combine the Non-Splits and the Splits with Calc'd EXPX,Cost, and GrossProfit
SELECT CUSTNAME,SLPRSNID,
XTNDPRCE,SOPTYPE,DOCDATE,NONINVEN,SOPNUMBE,ITEMDESC,EXTDCOST,
VOIDSTTS,CUSTNMBR,CUSTCLAS,MRKDNAMT,QUANTITY,
QTYFULFI,ITEMNMBR,SLPRSNFN,SPRSNSLN,INACTIVE ,
ExPx,Cost, GrossProfit,HasSplit
INTO #_Results
FROM #_Splits4
INSERT INTO #_Results (CUSTNAME,SLPRSNID,XTNDPRCE,SOPTYPE,DOCDATE,NONINVEN,SOPNUMBE,ITEMDESC,EXTDCOST,VOIDSTTS,CUSTNMBR,CUSTCLAS,MRKDNAMT,QUANTITY,QTYFULFI,ITEMNMBR,SLPRSNFN,SPRSNSLN,INACTIVE ,ExPx,Cost, GrossProfit,HasSplit)
SELECT CUSTNAME,SLPRSNID,
XTNDPRCE,SOPTYPE,DOCDATE,NONINVEN,SOPNUMBE,ITEMDESC,EXTDCOST,
VOIDSTTS,CUSTNMBR,CUSTCLAS,MRKDNAMT,QUANTITY,
QTYFULFI,ITEMNMBR,SLPRSNFN,SPRSNSLN,INACTIVE ,
ExPx,Cost, GrossProfit,HasSplit
FROM #_Splits6
INSERT INTO #_Results (CUSTNAME,SLPRSNID,XTNDPRCE,SOPTYPE,DOCDATE,NONINVEN,SOPNUMBE,ITEMDESC,EXTDCOST,VOIDSTTS,CUSTNMBR,CUSTCLAS,MRKDNAMT,QUANTITY,QTYFULFI,ITEMNMBR,SLPRSNFN,SPRSNSLN,INACTIVE ,ExPx,Cost, GrossProfit,HasSplit)
SELECT CUSTNAME,SLPRSNID,
XTNDPRCE,SOPTYPE,DOCDATE,NONINVEN,SOPNUMBE,ITEMDESC,EXTDCOST,
VOIDSTTS,CUSTNMBR,CUSTCLAS,MRKDNAMT,QUANTITY,
QTYFULFI,ITEMNMBR,SLPRSNFN,SPRSNSLN,INACTIVE ,
ExPx,Cost, GrossProfit,HasSplit
FROM #_NonSplits3
SELECT SUM(GrossProfit)
FROM #_Results
WHERE
(DOCDATE >= '08/01/2013' AND DOCDATE <= '08/31/2013')AND
SLPRSNID <> '0710Z'
--ORDER BY GrossProfit DESC
/*
DROP TABLE #_Results
DROP TABLE #_NonSplits
DROP TABLE #_NonSplits2
DROP TABLE #_NonSplits3
DROP TABLE #_Splits5
DROP TABLE #_Splits6
DROP TABLE #_Splits4
DROP TABLE #_Splits3
DROP TABLE #_Splits2
DROP TABLE #_Splits1
DROP TABLE #_Main
*/