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SQL Query - Loop Result with Calculation

Posted on 2013-11-26
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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

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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 

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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 

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http://sqlfiddle.com/#!3/81228/2
0
 

Author Closing Comment

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