Trying to compare target sales vs actual sales

Question

Hello I have a dataset from kaggle that I am using for a beginner level portfolio. I am stuck on a part that does not seem that complicated so I hoping one of you guys could help me out.

So what I just finished doing is making a query to return the monthly totals and profits by month and year with the following code:

Select Year(list.OrderDateFixed) as Year, Month(list.OrderDateFixed) as Month, Sum(od.Amount) as TotalAmount, sum(od.profit) as TotalProfit
from [List of Orders] list
    join [Order Details] od
    on list.[Order ID] = od.[Order ID]
Group by  YEAR(list.OrderDateFixed), MONTH(list.OrderDateFixed)
Order by  YEAR(list.OrderDateFixed), MONTH(list.OrderDateFixed)

It returns the following:

Year    Month   TotalAmount TotalProfit
2018    4   32726.00    -3960.00
2018    5   28545.00    -3584.00
2018    6   23658.00    -4970.00
2018    7   12966.00    -2138.00
2018    8   30899.00    -2180.00
2018    9   26628.00    -4963.00
2018    10  31615.00    3093.00
2018    11  48086.00    11619.00
2018    12  37579.00    5284.00
2019    1   61439.00    9760.00
2019    2   38424.00    5917.00
2019    3   58937.00    10077.00

I am trying to output something like that with the sales target of the month to the column on the right. The sales target table looks like this with all the categories:

MonthOrderDateFixed Category    Target
2018-04-01  Furniture   10400.00
2018-05-01  Furniture   10500.00
2018-06-01  Furniture   10600.00
2018-07-01  Furniture   10800.00
2018-08-01  Furniture   10900.00
2018-09-01  Furniture   11000.00
2018-10-01  Furniture   11100.00
2018-11-01  Furniture   11300.00
................................

So I was thinking maybe I could use a cte from the first query and then join the sales target table, but I am not sure how to join it when the dates are divided up into separate columns. Also, I attempted to make a temp table but I think I ran into the same problem with the date formats.

I am hoping to be able to easily compare the targets with the actual amounts so then I could do something like finding the differences. If someone can help guide me in the right direction, I would really appreciate it.

https://www.kaggle.com/datasets/benroshan/ecommerce-data

Answer 1

Here is a way to extract the year and month from a date (it's also possible to connect the dates from the other table and you can present which info you want).

select *
from   t full join t2 on  year(MonthOrderDateFixed)  = t.Year
                      and month(MonthOrderDateFixed) = t.Month

Year	Month	TotalAmount	TotalProfit	MonthOrderDateFixed	Category	Target
2018	4	32726	-3960	2018-04-01 00:00:00.000	Furniture	10400
2018	5	28545	-3584	2018-05-01 00:00:00.000	Furniture	10500
2018	6	23658	-4970	2018-06-01 00:00:00.000	Furniture	10600
2018	7	12966	-2138	2018-07-01 00:00:00.000	Furniture	10800
2018	8	30899	-2180	2018-08-01 00:00:00.000	Furniture	10900
2018	9	26628	-4963	2018-09-01 00:00:00.000	Furniture	11000
2018	10	31615	3093	2018-10-01 00:00:00.000	Furniture	11100
2018	11	48086	11619	2018-11-01 00:00:00.000	Furniture	11300
2018	12	37579	5284	NULL	NULL	NULL
2019	1	61439	9760	NULL	NULL	NULL
2019	2	38424	5917	NULL	NULL	NULL
2019	3	58937	10077	NULL	NULL	NULL

Fiddle