saved4use
asked on
SQL for monthly balance change
Working with a table that has a data as shown below. How do I write a T-SQL statement that shows the monthly change in balance over 12 consecutive months? Thanks.
PERIOD AVG_MTD_ACTL
201501 $19,833,568.74
201502 $20,545,226.37
201503 $20,207,922.27
201504 $20,275,581.84
201505 $20,220,454.21
201506 $20,213,055.00
201507 $20,232,099.51
201508 $20,250,648.82
201509 $20,248,825.95
201510 $20,224,476.03
201511 $19,905,864.93
201512 $20,503,382.87
PERIOD AVG_MTD_ACTL
201501 $19,833,568.74
201502 $20,545,226.37
201503 $20,207,922.27
201504 $20,275,581.84
201505 $20,220,454.21
201506 $20,213,055.00
201507 $20,232,099.51
201508 $20,250,648.82
201509 $20,248,825.95
201510 $20,224,476.03
201511 $19,905,864.93
201512 $20,503,382.87
Do you mean a single dollar value that is the difference between a given month and a year before that?
Hi,
Pls try this... If you need something different , please provide output expected. Thanks
Pls try this... If you need something different , please provide output expected. Thanks
--
CREATE TABLE tryqw
(
PERIOD BIGINT
,AVG_MTD_ACTL NUMERIC(25,2)
)
GO
INSERT INTO tryqw VALUES
(201501, 19833568.74),
(201502, 20545226.37),
(201503, 20207922.27),
(201504, 20275581.84),
(201505, 20220454.21),
(201506, 20213055.00),
(201507, 20232099.51),
(201508, 20250648.82),
(201509, 20248825.95),
(201510, 20224476.03),
(201511, 19905864.93),
(201512, 20503382.87)
GO
;WITH CTE AS
(
SELECT * , DATEFROMPARTS( LEFT(PERIOD,4) , RIGHT(PERIOD,2) , '01' ) dt FROM tryqw
)
,CTE1 AS
(
SELECT a.PERIOD , a.AVG_MTD_ACTL , ISNULL(qw.MonthySumChange,0) MonthySumChange FROM CTE a
CROSS APPLY
(
SELECT SUM(b.AVG_MTD_ACTL) MonthySumChange
FROM CTE b
WHERE b.dt BETWEEN DATEADD(M,-11,a.dt) AND DATEADD(M,-1,a.dt)
)qw
)
SELECT * FROM CTE1
--
Or may be you need this.
--
CREATE TABLE tryqw
(
PERIOD BIGINT
,AVG_MTD_ACTL NUMERIC(25,2)
)
GO
INSERT INTO tryqw VALUES
(201501, 19833568.74),
(201502, 20545226.37),
(201503, 20207922.27),
(201504, 20275581.84),
(201505, 20220454.21),
(201506, 20213055.00),
(201507, 20232099.51),
(201508, 20250648.82),
(201509, 20248825.95),
(201510, 20224476.03),
(201511, 19905864.93),
(201512, 20503382.87)
GO
;WITH CTE AS
(
SELECT * , DATEFROMPARTS( LEFT(PERIOD,4) , RIGHT(PERIOD,2) , '01' ) dt FROM tryqw
)
,CTE1 AS
(
SELECT a.PERIOD , a.AVG_MTD_ACTL , ISNULL(qw.MonthySumChange,0) MonthySumChange FROM CTE a
CROSS APPLY
(
SELECT SUM(b.AVG_MTD_ACTL) MonthySumChange
FROM CTE b
WHERE b.dt = DATEADD(M,-11,a.dt)
)qw
)
SELECT * FROM CTE1
--
Since the period is by year and you have YYYYMM a good trick is to cast it to int and compare with the previous year so you can have the balance result:
SELECT t2.PERIOD, t2.AVG_MTD_ACTL-t1.AVG_MTD_ACTL Balance
FROM tblName t1
INNER JOIN tblName t2 ON CAST(T2.PERIOD AS INT)-1=CAST(t1.PERIOD AS INT)
Which version of SQL Server? In particular, SQL 2012 and later or before SQL 2012?
ASKER
SQL 2008.
What result do you want to see for, say, the first three rows?
PERIOD AVG_MTD_ACTL ?monthly change in balance?
201501 $19,833,568.74 ?
201502 $20,545,226.37 ?
201503 $20,207,922.27 ?
PERIOD AVG_MTD_ACTL ?monthly change in balance?
201501 $19,833,568.74 ?
201502 $20,545,226.37 ?
201503 $20,207,922.27 ?
ASKER
The balance difference between 201502 and 201501, followed by the difference between 201503 and 201502 and so forth. Basically the monthly increase/decrease spit out in another column.
Thank you.
Thank you.
SELECT t.PERIOD, t.AVG_MTD_ACTL, t.AVG_MTD_ACTL - t_previous.AVG_MTD_ACTL
FROM tryqw t
LEFT OUTER JOIN tryqw t_previous ON t_previous.PERIOD = t.PERIOD - 1
FROM tryqw t
LEFT OUTER JOIN tryqw t_previous ON t_previous.PERIOD = t.PERIOD - 1
Here is the entire code you need
Solution
OUPTUT
Enjoy !!
CREATE TABLE tryqw
(
PERIOD BIGINT
,AVG_MTD_ACTL NUMERIC(25,2)
)
GO
INSERT INTO tryqw VALUES
(201501, 19833568.74),
(201502, 20545226.37),
(201503, 20207922.27),
(201504, 20275581.84),
(201505, 20220454.21),
(201506, 20213055.00),
(201507, 20232099.51),
(201508, 20250648.82),
(201509, 20248825.95),
(201510, 20224476.03),
(201511, 19905864.93),
(201512, 20503382.87)
GO
Solution
--
;WITH CTE AS
(
SELECT * , DATEFROMPARTS( LEFT(PERIOD,4) , RIGHT(PERIOD,2) , '01' ) dt FROM tryqw
)
,CTE1 AS
(
SELECT a.PERIOD , a.AVG_MTD_ACTL , a.AVG_MTD_ACTL - ISNULL(LAG(AVG_MTD_ACTL) OVER (ORDER BY dt), AVG_MTD_ACTL) Differences FROM CTE a
)
SELECT * FROM CTE1
--
OUPTUT
Enjoy !!
saved4use, can you at least give a feedback on the solutions that the Experts gave?
If not working please let us know the error for further investigation.
Cheers
If not working please let us know the error for further investigation.
Cheers
ASKER
@Pawan, your last solution is close to perfect. However, can it be optimized for SQL Server 2008? Apparently, functions like LAG and DATEFROMPARTS are compatible with SQL Server 2012/16?
Thank you for your tremendous assistance.
"Msg 195, Level 15, State 10, Line 3
'LAG' is not a recognized built-in function name."
Thank you for your tremendous assistance.
"Msg 195, Level 15, State 10, Line 3
'LAG' is not a recognized built-in function name."
ASKER CERTIFIED SOLUTION
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ASKER
Excellent and perfect! Thank you!
ASKER
@Pawan
How do I modify the above code snippet to make a table or select the average of the Differences column?
I have tried the below and keep getting the following error prompts:
Msg 102, Level 15, State 1, Line 3
Incorrect syntax near ';'.
Msg 102, Level 15, State 1, Line 14
Incorrect syntax near ')'.
select avg(Differences) as Avg_Diff
from (;WITH CTE AS
(
SELECT * , CAST( (LEFT(PERIOD,4) + RIGHT(PERIOD,2) + '01') AS DATE ) dt FROM tryqw
)
SELECT a.PERIOD , a.AVG_MTD_ACTL, a.AVG_MTD_ACTL - ISNULL(bn,a.AVG_MTD_ACTL) Differences FROM CTE a
OUTER APPLY
(
SELECT TOP 1 b.AVG_MTD_ACTL bn
FROM CTE b
WHERE a.dt > b.dt
ORDER BY b.dt DESC
)t)
Thank you for your tremendous assistance.
How do I modify the above code snippet to make a table or select the average of the Differences column?
I have tried the below and keep getting the following error prompts:
Msg 102, Level 15, State 1, Line 3
Incorrect syntax near ';'.
Msg 102, Level 15, State 1, Line 14
Incorrect syntax near ')'.
select avg(Differences) as Avg_Diff
from (;WITH CTE AS
(
SELECT * , CAST( (LEFT(PERIOD,4) + RIGHT(PERIOD,2) + '01') AS DATE ) dt FROM tryqw
)
SELECT a.PERIOD , a.AVG_MTD_ACTL, a.AVG_MTD_ACTL - ISNULL(bn,a.AVG_MTD_ACTL) Differences FROM CTE a
OUTER APPLY
(
SELECT TOP 1 b.AVG_MTD_ACTL bn
FROM CTE b
WHERE a.dt > b.dt
ORDER BY b.dt DESC
)t)
Thank you for your tremendous assistance.