How to rotate data using Pivot & Unpivot operators
Olesia Dudareva
Posted on May 15, 2023
PIVOT
and UNPIVOT
are Transact-SQL operators which are used for transforming rows to columns and vice versa. These operators were added to SQL Server from 2005 version. Before that there was only one approach how to turn data. It was complex series of SELECT...CASE
statements.
PIVOT
PIVOT
rotates a table-valued expression by turning the unique values from one column into multiple columns in the output. Also PIVOT
runs aggregations on any remaining column values that should be appeared in the final output. PIVOT
is useful for visualizing data by years, quarters, months, etc.
Let’s check the PIVOT
syntax with a simple example. Below is a table with the earnings of employees from 2022 to 2023 by quarter.
CREATE TABLE Employees (
Employee_Id INT,
[Year] INT,
[Quarter] INT,
Income MONEY)
INSERT Employees VALUES(1, 2022, 1, 100000)
INSERT Employees VALUES(1, 2022, 2, 100000)
INSERT Employees VALUES(1, 2022, 3, 100000)
INSERT Employees VALUES(1, 2022, 4, 150000)
INSERT Employees VALUES(1, 2023, 1, 100000)
INSERT Employees VALUES(2, 2022, 2, 90000)
INSERT Employees VALUES(2, 2022, 3, 95000)
INSERT Employees VALUES(2, 2022, 4, 90000)
INSERT Employees VALUES(2, 2023, 1, 120000)
INSERT Employees VALUES(3, 2023, 1, 200000)
Employee_Id | Year | Quarter | Income |
---|---|---|---|
1 | 2022 | 1 | 100000,00 |
1 | 2022 | 2 | 100000,00 |
1 | 2022 | 3 | 100000,00 |
1 | 2022 | 4 | 150000,00 |
1 | 2023 | 1 | 100000,00 |
2 | 2022 | 2 | 90000,00 |
2 | 2022 | 3 | 95000,00 |
2 | 2022 | 4 | 90000,00 |
2 | 2023 | 1 | 120000,00 |
3 | 2023 | 1 | 200000,00 |
And now we would like to get only one row for each employee but with data for all years.
SELECT Employee_Id, [2022], [2023]
FROM
(
SELECT Employee_Id, [Year], Income FROM Employees
) AS source_query
PIVOT
(
SUM(Income) FOR [Year] IN ([2022], [2023])
) AS pivoted_table
Employee_Id | 2022 | 2023 |
---|---|---|
1 | 450000,00 | 100000,00 |
2 | 275000,00 | 120000,00 |
3 | NULL | 200000,00 |
As you can see, instead of 10 rows we got only three for each employee. PIVOT
created two columns [2022] and [2023] from one column [Year] with the aggregated sum of earnings. Aggregation (SUM
in the example above) is mandatory in PIVOT
.
Also please notice if there is no data for some columns, SQL Server puts NULLs
in them as it happened for employee 3 in 2022. But aggregate function inside PIVOT does not consider null values in the value column. As you can see, employee 2 does not have earnings for the first quarter of 2022 but the aggregate function calculated sum correctly.
UNPIVOT
UNPIVOT
rotates a pivoted table back by transforming columns into rows. But it does not aggregate values or change them in any way. Also UNPIVOT
does not show NULL
values. They just disappear in the output.
Let’s take a look at our previous example and create a table from pivoted result set.
CREATE TABLE Pivoted_Employees(
Employee_Id INT,
[2022] MONEY,
[2023] MONEY
)
INSERT Pivoted_Employees VALUES(1, 450000, 100000)
INSERT Pivoted_Employees VALUES(2, 450000, 120000)
INSERT Pivoted_Employees VALUES(3, NULL, 200000)
And now we will try to turn year columns into rows.
select Employee_Id, [Year], Income
from (
select Employee_Id, [2022], [2023]
from Pivoted_Employees
) as pivoted_employees
unpivot(
Income for [Year] in ([2022], [2023])
) as unpivoted_employees
Employee_Id | Year | Income |
---|---|---|
1 | 2022 | 450000,00 |
1 | 2023 | 100000,00 |
2 | 2022 | 450000,00 |
2 | 2023 | 120000,00 |
3 | 2023 | 200000,00 |
Result set contains only 5 rows because UNPIVOT
does not know that original table (before pivoting) had quarters.
In the conclusion, PIVOT
and UNPIVOT
operators are useful for transforming data when you know how many columns the result set should contain. If not, you need to use more complex structures.
Posted on May 15, 2023
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