Summing a Column By Group In a Dataset With Macros

Question

I have a dataset that looks like:

 Month   Cost_Center      Account    Actual    Annual_Budget
 June     53410           Postage       13      234
 June     5342         


        

Answer 1

Proc SQL can be very effective for understanding aggregate data examination. With out seeing what the macros do, I would say perform the run rate checks after outputting data set test.

You don't show rows for other months, but I must presume the annual_budget values are constant across all months -- if so, I don't see a reason to ever sum annual_budget; comparing anything to sum(annual_budget) is probably at the incorrect time scale and not useful.

From the show data its hard to tell if you want to know any of these

• which (or if some) months had a run_rate that exceeded the annual_budget
• which (or if some) months run_rate exceeded the balance of annual_budget (i.e. the annual_budget less the prior months expenditure)

Presume each row in test is for a single year/month/costCenter/account -- if not the underlying data would have to be aggregated to that level.

Proc SQL;
  * retrieve presumed constant annual_budget values from data;
  * this information might (should) already exist in another table;

  * presume constant annual budget value at each cost center | account combination;
  * distinct because there are multiple months with the same info;

  create table annual_budgets as
  select distinct Cost_Center, Account, Annual_Budget
  from test;

  create table account_budgets as
  select account, sum(annual_budget) as annual_budget 
  from annual_budgets
  group by account;

  * flag for some run rate condition;

  create table annual_budget_mon_runrate_check as
  select 
    2019 as year,
    account,
    sum(actual) as yr_actual,  /* across all month/cost center */
    min (
      select annual_budget from account_budgets as inner
      where inner.account = outer.account
    ) as account_budget,

    max (
      case when actual * 12 > annual_budget then 1 else 0 end
    ) as
      excessive_runrate_flag label="At least one month had a cost center run rate that would exceed its annual_budget")
  from 
    test as outer
  group by
    year, account;

You can add a where clause to restrict the accounts processed.

Changing the max to sum in the flag computation would return the number of cost center months with excessive run rates.