?
Solved

running total that resets every January 1st in SQL

Posted on 2015-01-08
3
Medium Priority
?
93 Views
Last Modified: 2015-01-10
I have a table with transactions and a date column

Date                     Amount
01-jan-14             400
02-Feb-14            100
05-May-14           200
04-Jan-15             600
05-Apr-15            300
02-Jan-16             150
05-Jun-16             300

I want to write a query in sql that will give me the following

Date                     Amount     Balance
01-jan-14             400              400
02-Feb-14            100              500
05-May-14           200              700
04-Jan-15             600              600   - resets each year
05-Apr-15            300              900
02-Jan-16             150              150  - resets each year
05-Jun-16             300              450

any code suggestions?
0
Comment
Question by:RDLFC
3 Comments
 
LVL 81

Expert Comment

by:arnold
ID: 40538418
you can use case/conditional to compare the year
declare @year as int
declare @balance as int
set @year=0
set @balance=0
select date, amount,
( conditional check that will reset @balance=0 if  year from date is different from @year that was assigned in a prior check .
 if year(date) <> @year
              @balance=amount;
else
     @balance=@balance+amount

@balance
) as balance
from transaction order by date

did not work it out but the logic is there.
0
 
LVL 70

Expert Comment

by:Scott Pletcher
ID: 40538768
If the data becomes static after a certain period, I suggest storing the running_total in the row itself for the static data, and only recomputing still potentially changing data on the fly.
0
 
LVL 49

Accepted Solution

by:
PortletPaul earned 2000 total points
ID: 40539560
select
*
from table1
cross apply (
  select sum(t2.amount) as balance
  from table1 t2 
  where t2.adate <= table1.adate and year(t2.adate) = year(table1.adate)
  ) ca1

Open in new window


nb: I used the fieldname [adate]  as date is a reserved word
0

Featured Post

Learn to develop an Android App

Want to increase your earning potential in 2018? Pad your resume with app building experience. Learn how with this hands-on course.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

It is possible to export the data of a SQL Table in SSMS and generate INSERT statements. It's neatly tucked away in the generate scripts option of a database.
One of the most important things in an application is the query performance. This article intends to give you good tips to improve the performance of your queries.
Using examples as well as descriptions, and references to Books Online, show the documentation available for date manipulation functions and by using a select few of these functions, show how date based data can be manipulated with these functions.
Via a live example, show how to extract information from SQL Server on Database, Connection and Server properties

589 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