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TSQL Sum por grupo para informes mensuales

Pruebe esta consulta

He extraído la parte del año y el mes de la fecha, por lo que la agrupación se realiza para cada mes de un año en particular.

select 
   shipping_company, 
   SUBSTRING(ship_date, 1, 6), 
   shipping_category, 
   sum(convert(decimal(10,2),shipping_cost))
from 
   tbl
group by 
   shipping_company, 
   SUBSTRING(ship_date, 1, 6), 
   shipping_category

SQL FIDDLE :

| SHIPPING_COMPANY | COLUMN_1 | SHIPPING_CATEGORY | COLUMN_3 |
--------------------------------------------------------------
|              DHL |   201201 |              CD'S |      6.5 |
|              DHL |   201202 |              CD'S |      5.5 |
|              DHL |   201203 |              CD'S |     46.5 |
|              DHL |   201205 |              CD'S |      3.5 |
|              DHL |   201303 |              CD'S |      3.5 |
|              DHL |   201304 |              CD'S |        8 |
|              DHL |   201305 |              CD'S |      4.5 |
|              UPS |   201203 |              CD'S |      5.5 |
|              UPS |   201203 |           Records |      4.5 |
|              UPS |   201203 |             Tapes |      3.5 |
|              UPS |   201303 |              CD'S |       18 |
|              UPS |   201303 |           Records |      4.5 |
|              UPS |   201303 |             Tapes |    12.44 |
|             USPS |   201203 |              CD'S |       68 |
|             USPS |   201302 |              CD'S |     36.5 |
|             USPS |   201303 |              CD'S |       37 |

Si desea un total anual, puede usar WITH ROLLUP .

NOTA Considere el total anual como Total mensual...

Consulta 1 :

select  
CASE WHEN (GROUPING(shipping_company) = 1) THEN 'TOTAL'
            ELSE shipping_company END AS shipping_company,
CASE WHEN (GROUPING(SUBSTRING(ship_date, 1, 6)) = 1) THEN 'TOTAL'
            ELSE SUBSTRING(ship_date, 1, 6) END AS Date,
CASE WHEN (GROUPING(shipping_category) = 1) THEN 'Yearly TOTAL'
            ELSE shipping_category END AS shipping_category,
sum(convert(decimal(10,2),shipping_cost))
from tbl
group by shipping_company, SUBSTRING(ship_date, 1, 6), 
shipping_category WITH rollup

SQL FIDDLE :

| SHIPPING_COMPANY |   DATE | SHIPPING_CATEGORY | COLUMN_3 |
------------------------------------------------------------
|              DHL | 201201 |              CD'S |      6.5 |
|              DHL | 201201 |      Yearly TOTAL |      6.5 |
|              DHL | 201202 |              CD'S |      5.5 |
|              DHL | 201202 |      Yearly TOTAL |      5.5 |
|              DHL | 201203 |              CD'S |     46.5 |
|              DHL | 201203 |      Yearly TOTAL |     46.5 |
|              DHL | 201205 |              CD'S |      3.5 |
|              DHL | 201205 |      Yearly TOTAL |      3.5 |
|              DHL | 201303 |              CD'S |      3.5 |
|              DHL | 201303 |      Yearly TOTAL |      3.5 |
|              DHL | 201304 |              CD'S |        8 |
|              DHL | 201304 |      Yearly TOTAL |        8 |
|              DHL | 201305 |              CD'S |      4.5 |
|              DHL | 201305 |      Yearly TOTAL |      4.5 |
|              DHL |  TOTAL |      Yearly TOTAL |       78 |
|              UPS | 201203 |              CD'S |      5.5 |
|              UPS | 201203 |           Records |      4.5 |
|              UPS | 201203 |             Tapes |      3.5 |
|              UPS | 201203 |      Yearly TOTAL |     13.5 |
|              UPS | 201303 |              CD'S |       18 |
|              UPS | 201303 |           Records |      4.5 |
|              UPS | 201303 |             Tapes |    12.44 |
|              UPS | 201303 |      Yearly TOTAL |    34.94 |
|              UPS |  TOTAL |      Yearly TOTAL |    48.44 |
|             USPS | 201203 |              CD'S |       68 |
|             USPS | 201203 |      Yearly TOTAL |       68 |
|             USPS | 201302 |              CD'S |     36.5 |
|             USPS | 201302 |      Yearly TOTAL |     36.5 |
|             USPS | 201303 |              CD'S |       37 |
|             USPS | 201303 |      Yearly TOTAL |       37 |
|             USPS |  TOTAL |      Yearly TOTAL |    141.5 |
|            TOTAL |  TOTAL |      Yearly TOTAL |   267.94 |

EDITAR

Ok, obtuve tu problema en tus consultas actualizadas. Ambos casos de la declaración If deben devolver el mismo tipo de datos de resultado, por lo que cuando intenta volver a convertir los valores de fecha en numéricos, su caso verdadero devuelve varchar campo de tipo de datos que es TOTAL y el campo else devuelve un numeric tipo de campo por lo que esto provoca el error.

Para resolverlo, debe eliminar la declaración del caso, luego funcionará correctamente según su necesidad.

select  
CASE WHEN (GROUPING(shipping_company) = 1) THEN 'TOTAL'
            ELSE shipping_company END AS shipping_company,
CONVERT(numeric, (SUBSTRING(ship_date, 1, 6))) AS Date,
CASE WHEN (GROUPING(shipping_category) = 1) THEN 'Yearly TOTAL'
            ELSE shipping_category END AS shipping_category,
sum(convert(decimal(10,2),shipping_cost))
from tbl
group by shipping_company, (CONVERT(numeric, SUBSTRING(ship_date, 1, 6))), 
shipping_category WITH rollup

SQL FIDDLE :

| SHIPPING_COMPANY |   DATE | SHIPPING_CATEGORY | COLUMN_3 |
------------------------------------------------------------
|              DHL | 201201 |              CD'S |      6.5 |
|              DHL | 201201 |      Yearly TOTAL |      6.5 |
|              DHL | 201202 |              CD'S |      5.5 |
|              DHL | 201202 |      Yearly TOTAL |      5.5 |
|              DHL | 201203 |              CD'S |     46.5 |
|              DHL | 201203 |      Yearly TOTAL |     46.5 |
|              DHL | 201205 |              CD'S |      3.5 |
|              DHL | 201205 |      Yearly TOTAL |      3.5 |
|              DHL | 201303 |              CD'S |      3.5 |
|              DHL | 201303 |      Yearly TOTAL |      3.5 |
|              DHL | 201304 |              CD'S |        8 |
|              DHL | 201304 |      Yearly TOTAL |        8 |
|              DHL | 201305 |              CD'S |      4.5 |
|              DHL | 201305 |      Yearly TOTAL |      4.5 |
|              DHL | (null) |      Yearly TOTAL |       78 |
|              UPS | 201203 |              CD'S |      5.5 |
|              UPS | 201203 |           Records |      4.5 |
|              UPS | 201203 |             Tapes |      3.5 |
|              UPS | 201203 |      Yearly TOTAL |     13.5 |
|              UPS | 201303 |              CD'S |       18 |
|              UPS | 201303 |           Records |      4.5 |
|              UPS | 201303 |             Tapes |    12.44 |
|              UPS | 201303 |      Yearly TOTAL |    34.94 |
|              UPS | (null) |      Yearly TOTAL |    48.44 |
|             USPS | 201203 |              CD'S |       68 |
|             USPS | 201203 |      Yearly TOTAL |       68 |
|             USPS | 201302 |              CD'S |     36.5 |
|             USPS | 201302 |      Yearly TOTAL |     36.5 |
|             USPS | 201303 |              CD'S |       37 |
|             USPS | 201303 |      Yearly TOTAL |       37 |
|             USPS | (null) |      Yearly TOTAL |    141.5 |
|            TOTAL | (null) |      Yearly TOTAL |   267.94 |

Así que ahora tienes que soportar los valores nulos en las columnas de fecha. Espero que esto responda a tus dudas.

Espero que esto ayude......