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Soma TSQL por grupo para relatórios mensais


Tente esta consulta

Eu extraí a parte do ano e do mês da data para que o agrupamento aconteça para todos os meses de um ano específico.
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 |

Se você quiser o total anual, pode usar WITH ROLLUP .

OBSERVAÇÃO Considere o total anual como o total mensal...

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, obtive seu problema em suas consultas atualizadas. Ambos os casos da instrução If devem retornar o mesmo tipo de dados de resultado, portanto, quando você está tentando converter os valores de data de volta para numérico, seu caso verdadeiro retorna varchar campo de tipo de dados que é TOTAL e o campo else retorna um numeric tipo campo para que isso cause o erro.

Para resolvê-lo, você precisa remover a instrução case, então funcionaria corretamente conforme sua necessidade.
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 |

Então agora você tem que suportar valores nulos nas colunas de data. Espero que isso responda suas dúvidas.

Espero que isto ajude......