问题
I am trying to get running totals in my View in SQL Server 2008
Here is my tables
BankAccounts ------------ AccountID (KEY) Name Created Transactions ------------ TransactionID (KEY) Description Credit Debit TransDate Created AccountID
Here is my query so far..
SELECT t.Created, t.Description, t.Credit, t.Debit, t.TransDate, t.TransactionID, ba.AccountID, (isnull(t.Credit,0)-isnull(t.Debit,0))+COALESCE((SELECT SUM(isnull(Credit,0)) - SUM(isnull(Debit,0)) FROM Transactions b WHERE b.TransDate < t.TransDate and b.AccountID = t.AccountID),0) AS RunningTotal FROM Transactions t INNER JOIN dbo.BankAccounts ba ON t.AccountID = ba.AccountID
What I'm getting is..
TransDate Credit Debit RunningTotal ----------------------- ---------------------- ---------------------- --------------------- 2011-10-08 20:14:00 NULL 12 49.25 2011-10-08 20:14:00 2.11 NULL 63.36 2011-10-07 20:14:00 42.25 NULL 61.25 2011-10-06 20:14:00 NULL 12.25 19 2011-10-05 20:14:00 31.25 NULL 31.25
What it should look like...
TransDate Credit Debit Running Total ----------------------- ---------------------- ---------------------- --------------------- 2011-10-08 00:31:32.957 NULL 12 51.36 2011-10-08 00:31:32.957 2.11 NULL 63.36 2011-10-07 00:31:32.957 42.25 NULL 61.25 2011-10-06 00:31:32.957 NULL 12.25 19 2011-10-05 00:31:32.960 31.25 NULL 31.25
I'm really close.. just seems when there are 2 transactions for same day, it doesn't calculate it correctly.. any ideas?
回答1:
I used ROW_NUMBER
AND a CTE
since you're in 2008
WITH transactionTotal AS
(
SELECT t.Created, t.Description, t.Credit, t.Debit, t.TransDate, t.TransactionID, a.AccountID
, ROW_NUMBER() OVER (ORDER BY TransDate ASC) AS RowNumber
, ( ISNULL(t.Credit, 0) - ISNULL(t.Debit, 0) ) AS TransactionTotal
FROM dbo.Transactions AS t
INNER JOIN dbo.BankAccounts AS a ON t.AccountID = a.AccountID
)
SELECT t.Created, t.Description, t.Credit, t.Debit, t.TransDate, t.TransactionID, t.AccountID
, ( SELECT SUM(tt.TransactionTotal)
FROM transactionTotal AS tt
WHERE tt.RowNumber <= t.RowNumber) AS RunningTotal
FROM transactionTotal AS t
LEFT JOIN transactionTotal AS tt ON t.RowNumber = tt.RowNumber + 1
ORDER BY t.TransDate DESC
回答2:
SELECT t.Created, t.Description, t.Credit, t.Debit, t.TransDate, t.TransactionID, ba.AccountID,
coalesce((select sum(ISNULL(Credit,0) - ISNULL(Debit, 0))
from Transactions
where TransactionID <= t.TransactionID and
AccountID = ba.AccountID and
convert(date, TransDate) = convert(date, t.TransDate)),0)
AS [Running Total]
FROM Transactions t INNER JOIN
dbo.BankAccounts ba ON t.AccountID = ba.AccountID
回答3:
--I would use the existing identity column to be 100% sure that I am dealing with the correct transaction.
SELECT t.Created, t.Description, t.Credit, t.Debit, t.TransDate, t.TransactionID, ba.AccountID,
(isnull(t.Credit,0)-isnull(t.Debit,0))+COALESCE((SELECT SUM(isnull(Credit,0)) - SUM(isnull(Debit,0))
FROM Transactions b
WHERE b.TransactionID < t.TransactionID
and b.AccountID = t.AccountID),0)
AS RunningTotal
FROM Transactions t
INNER JOIN dbo.BankAccounts ba ON t.AccountID = ba.AccountID
--also if you change the "Less Than" to "Less Than or Equal To", then you don't have to add the current item:
SELECT t.Created, t.Description, t.Credit, t.Debit, t.TransDate, t.TransactionID, ba.AccountID,
COALESCE((SELECT SUM(isnull(Credit,0)) - SUM(isnull(Debit,0))
FROM Transactions b
WHERE b.TransactionID <= t.TransactionID
and b.AccountID = t.AccountID),0)
AS RunningTotal
FROM Transactions t
INNER JOIN dbo.BankAccounts ba ON t.AccountID = ba.AccountID
Totals should be : (Assuming) Starting Balance: 49.25
TransDate Credit Debit RunningTotal
----------------------- ----------------- -------------- -----------------
2011-10-08 20:14:00 NULL 12 37.25
2011-10-08 20:14:00 2.11 NULL 39.36
2011-10-07 20:14:00 42.25 NULL 81.61
2011-10-06 20:14:00 NULL 12.25 69.36
2011-10-05 20:14:00 31.25 NULL 100.61
回答4:
if this is Oracle, then there are Window functions. you can use LEAD and/or LAG to perform calculations on the current row with respect to prior or upcoming rows (based on sort order)
回答5:
I'm trying to use this logic with RowNumber and CTE from above. In my scenario, I need the Running Total to be calculated for a combination of two fields: SalesProdLineID and FiscYerPer. Here's what I have coded (in this example, due to the size of the underlying tables I restricted the results to a single Month:
WITH RunningTotal AS
(
SELECT to2PN.CompanyID, REPLACE(SP.SalesProdLineID, ' Sls PL','') AS SlsPL, vo2PNQtyProd.QtyProdStock, FP.FiscYearPer, FP.FiscPer, FP.FiscYear
, ROW_NUMBER() OVER (ORDER BY SP.SalesProdLineID,FP.FiscYearPer ASC) AS RowNumber
, ( ISNULL(vo2PNQtyProd.QtyProdStock, 0) ) AS RunningTotal
FROM to2PN (NOLOCK)
JOIN to2PNProdTempl (NOLOCK)
ON to2PN.PNKey = to2PNProdTempl.PNKey
JOIN timItem I (NOLOCK)
ON to2PNProdTempl.ItemKey = I.ItemKey
JOIN timSalesProdLine SP (NOLOCK)
ON I.SalesProdLineKey = SP.SalesProdLineKey
JOIN vo2PNQtyProd (NOLOCK)
ON to2PNProdTempl.PNProdTemplKey=vo2PNQtyProd.PNProdTemplKey
JOIN tglFiscalPeriod FP (NOLOCK)
ON I.CompanyID = FP.CompanyID
AND to2PN.ComplDateTime BETWEEN FP.StartDate AND Fp.EndDate
WHERE I.ItemID BETWEEN '0000-0' AND '1999-9'
AND YEAR(to2PN.[ComplDateTime]) = '2018' -- !! COMMENT OUT for final
AND MONTH(to2PN.[ComplDateTime]) = 5 -- !! COMMENT OUT for final
)
SELECT t.CompanyID, t.SlsPL, t.QtyProdStock, t.FiscYearPer, t.FiscPer, t.FiscYear
, ( SELECT SUM(tt.RunningTotal)
FROM RunningTotal AS tt
WHERE tt.RowNumber <= t.RowNumber) AS RunningTotal
FROM RunningTotal AS t
LEFT JOIN RunningTotal AS tt ON t.RowNumber = tt.RowNumber + 1
ORDER BY t.FiscYearPer DESC
The issue is that once it's got the correct total for the first SalesProdLineID, it simply adds that Running total to the next SalesProdLineID.
来源:https://stackoverflow.com/questions/7699400/running-totals-in-a-sql-view