Solved

SQL Query - Loop Result with Calculation

Posted on 2013-11-26
3
254 Views
Last Modified: 2013-12-16
I have a table that I need to do some looping to do some calculations and not sure if this is even possible with sql query script.

The embedded image have my data and only data provided from the table is the "Balance" column.  For the 1st period, the balance will be the same for YTD Balance, Budget, and YTD Budget.  Every month for the same account and year, the highlighted is what gets added to get the YTD Balance, Budget, and YTD Budget.

My user would like to pull it for any period.  So my query parameter will have account number, year, and period.  When he select account number 90299, year 2013, and period 3, the balance is pulled, but then I need to loop for period 2 and 1 as well to get the YTD, Budget, and YTD Budget.  

Yellow items added to get red result.
Red items added to get green result.
Green items added to get blue result.

Result I'm after.
Any ideas how to do this?  I tried with a nested query, but can only do it for the previous period and not all the way to the first period.

DECLARE @ACCOUNT VARCHAR(10)
DECLARE @YEAR VARCHAR(4)
DECLARE @PERIOD VARCHAR

SET @ACCOUNT = '90229'
SET @YEAR = '2013'
SET @PERIOD = '3'

SELECT	A.ACCOUNT, A.YEAR, A.PERIOD, A.BALANCE, (A.BALANCE + B.BALANCE) YTD_BALANCE
FROM	BALANCE A

		LEFT OUTER JOIN
		(
		SELECT	A.ACCOUNT, A.YEAR, A.PERIOD, SUM(A.BALANCE) BALANCE
		FROM	BALANCE A
		WHERE	A.ACCOUNT = @ACCOUNT
				AND A.YEAR = @YEAR
				AND A.PERIOD = @PERIOD
		) B ON B.ACCOUNT = A.ACCOUNT AND B.YEAR = A.YEAR
		AND B.PERIOD = (A.PERIOD - 1)

WHERE	A.ACCOUNT = @ACCOUNT AND A.YEAR = @YEAR
		AND A.PERIOD = @PERIOD

Open in new window

0
Comment
Question by:holemania
  • 2
3 Comments
 
LVL 40

Expert Comment

by:Sharath
ID: 39679869
try this query.
DECLARE @ACCOUNT VARCHAR(10)
DECLARE @YEAR VARCHAR(4)
DECLARE @PERIOD VARCHAR

SET @ACCOUNT = '90299'
SET @YEAR = '2013'
SET @PERIOD = '3'

;WITH CTE1 
     AS (SELECT *, 
                (SELECT SUM(Balance) 
                   FROM Test t2 
                  WHERE t1.Account = t2.Account 
                    AND t1.Year1 = t2.Year1 
                    AND t2.Period <= t1.Period) YTDBalance 
           FROM Test t1), 
     CTE2 
     AS (SELECT *, 
                (SELECT SUM(YTDBalance) 
                   FROM CTE1 t2 
                  WHERE t1.Account = t2.Account 
                    AND t1.Year1 = t2.Year1 
                    AND t2.Period <= t1.Period) Budget 
           FROM CTE1 t1), 
     CTE3 
     AS (SELECT *, 
                (SELECT SUM(Budget) 
                   FROM CTE2 t2 
                  WHERE t1.Account = t2.Account 
                    AND t1.Year1 = t2.Year1 
                    AND t2.Period <= t1.Period) YTDBudget 
           FROM CTE2 t1) 
SELECT * 
  FROM CTE3 
 WHERE Account = @ACCOUNT 
   AND Year1 = @YEAR 
   AND Period = @PERIOD 

Open in new window

You may have to change the columns/table names.

http://sqlfiddle.com/#!3/81228/1
0
 
LVL 40

Accepted Solution

by:
Sharath earned 500 total points
ID: 39679886
Moved the filter on Account and Year to the first CTE for better performance.
;WITH CTE1 
     AS (SELECT *, 
                (SELECT SUM(Balance) 
                   FROM Test t2 
                  WHERE t1.Account = t2.Account 
                    AND t1.Year1 = t2.Year1 
                    AND t2.Period <= t1.Period) YTDBalance 
           FROM Test t1 
          WHERE Account = @ACCOUNT 
            AND Year1 = @YEAR), 
     CTE2 
     AS (SELECT *, 
                (SELECT SUM(YTDBalance) 
                   FROM CTE1 t2 
                  WHERE t1.Account = t2.Account 
                    AND t1.Year1 = t2.Year1 
                    AND t2.Period <= t1.Period) Budget 
           FROM CTE1 t1), 
     CTE3 
     AS (SELECT *, 
                (SELECT SUM(Budget) 
                   FROM CTE2 t2 
                  WHERE t1.Account = t2.Account 
                    AND t1.Year1 = t2.Year1 
                    AND t2.Period <= t1.Period) YTDBudget 
           FROM CTE2 t1) 
SELECT * 
  FROM CTE3 
 WHERE Period = @PERIOD 

Open in new window


http://sqlfiddle.com/#!3/81228/2
0
 

Author Closing Comment

by:holemania
ID: 39721578
Thank you.  That worked well.
0

Featured Post

Find Ransomware Secrets With All-Source Analysis

Ransomware has become a major concern for organizations; its prevalence has grown due to past successes achieved by threat actors. While each ransomware variant is different, we’ve seen some common tactics and trends used among the authors of the malware.

Join & Write a Comment

In database programming, custom sort order seems to be necessary quite often, at least in my experience and time here at EE. Within the realm of custom sorting is the sorting of numbers and text independently (i.e., treating the numbers as number…
Confronted with some SQL you don't know can be a daunting task. It can be even more daunting if that SQL carries some of the old secret codes used in the Ye Olde query syntax, such as: (+)     as used in Oracle;     *=     =*    as used in Sybase …
In this seventh video of the Xpdf series, we discuss and demonstrate the PDFfonts utility, which lists all the fonts used in a PDF file. It does this via a command line interface, making it suitable for use in programs, scripts, batch files — any pl…
Access reports are powerful and flexible. Learn how to create a query and then a grouped report using the wizard. Modify the report design after the wizard is done to make it look better. There will be another video to explain how to put the final p…

708 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

14 Experts available now in Live!

Get 1:1 Help Now