Group by values that are each multiple of number - sql

This is the table t. I want to group it every time the TotalQty >= 5n (let n = group). i.e. once the TotalQty >= 5n I want to sum together the qty from n-1 to n.
ID DateCreated CurrQty
1 01-20-2020 1
2 01-21-2020 4
3 01-22-2020 3
4 01-23-2020 3
5 01-25-2020 1
6 02-13-2020 3
7 02-16-2020 2
With this query I can get pretty close but I doesn't consider the the previous "valid" TotalQty + 5
select DateCreated, CurrQty, TotalQty
, ceiling(TotalQty/5.0) GroupNum
from
(
select DateCreated, CurrQty
, SUM(CurrQty) OVER (ORDER BY DateCreated ROWS BETWEEN UNBOUNDED PRECEDING AND 0 PRECEDING) TotalQty
from t
) t2
ID DateCreated CurrQty TotalQty GroupNum
1 01-20-2020 1 1 1
2 01-21-2020 4 5 1
3 01-22-2020 3 8 2
4 01-23-2020 3 11 3
5 01-25-2020 1 12 3
6 02-13-2020 3 15 3
7 02-16-2020 2 17 4
---
How do I get this result?
ID DateCreated CurrQty TotalQty GroupNum
1 01-20-2020 1 1 1
2 01-21-2020 4 5 1
3 01-22-2020 3 8 2
4 01-23-2020 3 11 2 (from ID2, 11 >= (5+5))
5 01-25-2020 1 12 3
6 02-13-2020 3 15 3
7 02-16-2020 2 17 3 (from ID4, 17 >= (11+5))
And so on, the next group would be until 17+5 = 22

You need to use a recursive CTE for this:
with cte as (
select id, datecreated, currqty, currqty as totalqty, 1 as groupnum
from t
where id = 1
union all
select t.id, t.datecreated, t.currqty,
(case when cte.totalqty >= 5 then t.currqty else t.currqty + cte.totalqty end),
(case when cte.totalqty >= 5 then groupnum + 1 else groupnum end)
from cte join
t
on t.id = cte.id + 1
)
select *
from cte;
EDIT:
Hold on. I think the answer is simpler.
select t.*,
1 + ceil((totalqty - qty + 1) / 5.0)
from (select t.*,
sum(qty) over (order by date) as totalqty
from t
) t;

Related

What is the most efficient SQL query to find the max N values for every entities in a table

I wrote these 2 queries, the first one is keeping duplicates and the second one is dropping them
Does anyone know a more efficient way to achieve this?
Queries are for MSSQL, returning the top 3 values
1-
SELECT TMP.entity_id, TMP.value
FROM(
SELECT TAB.entity_id, LEAD(TAB.entity_id, 3, 0) OVER(ORDER BY TAB.entity_id, TAB.value) AS next_id, TAB.value
FROM mytable TAB
) TMP
WHERE TMP.entity_id <> TMP.next_id
2-
SELECT TMP.entity_id, TMP.value
FROM(
SELECT TMX.entity_id, LEAD(TMX.entity_id, 3, 0) OVER(ORDER BY TMX.entity_id, TMX.value) AS next_id, TMX.value
FROM(
SELECT TAB.entity_id, LEAD(TAB.entity_id, 1, 0) OVER(ORDER BY TAB.entity_id, TAB.value) AS next_id, TAB.value, LEAD(TAB.value, 1, 0) OVER(ORDER BY TAB.entity_id, TAB.value) AS next_value
FROM mytable TAB
) TMX
WHERE TMP.entity_id <> TMP.next_id OR TMX.value <> TMX.next_value
) TMP
WHERE TMP.entity_id <> TMP.next_id
Example:
Table:
entity_id value
--------- -----
1 9
1 11
1 12
1 3
2 25
2 25
2 5
2 37
3 24
3 9
3 2
3 15
Result Query 1 (25 appears twice for entity_id 2):
entity_id value
--------- -----
1 9
1 11
1 12
2 25
2 25
2 37
3 9
3 15
3 24
Result Query 2 (25 appears only once for entity_id 2):
entity_id value
--------- -----
1 9
1 11
1 12
2 5
2 25
2 37
3 9
3 15
3 24
You can use the ROW_NUMBER which will allow duplicates as follows:
select entity_id, value from
(select t.*, row_number() over (partition by entity_id order by value desc) as rn
from your_Table) where rn <= 3
You can use the rank to remove the duplicate as follows:
select distinct entity_id, value from
(select t.*, rank() over (partition by entity_id order by value desc) as rn
from your_Table) where rn <= 3

SQL Server - group and number matching contiguous values

I have a list of stock transactions and I am using Over(Partition By) to calculate the running totals (positions) by security. Over time a holding in a particular security can be long, short or flat. I am trying to find an efficient way to extract only the transactions relating to the current position for each security.
I have created a simplified sqlfiddle to show what I have so far. The cte query generates the running total for each security (code_id) and identifies when the holdings are long (L), short (s) or flat (f). What I need is to group and number matching contiguous values of L, S or F for each code_id.
What I have so far is this:
; WITH RunningTotals as
(
SELECT
*,
RunningTotal = sum(qty) OVER (Partition By code_id Order By id)
FROM
TradeData
), LongShortFlat as
(
SELECT
*,
LSF = CASE
WHEN RunningTotal > 0 THEN 'L'
WHEN RunningTotal < 0 THEN 'S'
ELSE 'F'
END
FROM
RunningTotals
)
SELECT
*
FROM
LongShortFlat r
I think what I need to do is create a GroupNum column by applying a row_number for each group of L, S and F within each code_id so the results look like this:
id code_id qty RunningTotal LSF GroupNum
1 1 5 5 L 1
2 1 2 7 L 1
3 1 7 14 L 1
4 1 -3 11 L 1
5 1 -5 6 L 1
6 1 -6 0 F 2
7 1 5 5 L 3
8 1 5 10 L 3
9 1 -2 8 L 3
10 1 -4 4 L 3
11 2 5 5 L 1
12 2 3 8 L 1
13 2 -4 4 L 1
14 2 -2 2 L 1
15 2 -2 0 F 2
16 2 6 6 L 3
17 2 -5 1 L 3
18 2 -5 -4 S 4
19 2 2 -2 S 4
20 2 4 2 L 5
21 2 -5 -3 S 6
22 2 -2 -5 S 6
23 3 5 5 L 1
24 3 2 7 L 1
25 3 1 8 L 1
I am struggling to generate the GroupNum column.
Thanks in advance for your help.
[Revised]
Sorry about that, I read your question too quickly. I came up with a solution using a recursive common table expression (below), then saw that you've worked out a solution using LAG. I'll post my revised query anyway, for posterity. Either way, the resulting query is (imho) pretty ugly.
;WITH cteBaseAgg
as (
-- Build the "sum increases over time" data
SELECT
row_number() over (partition by td.code_id order by td.code_id, td.Id) RecurseKey
,td.code_id
,td.id
,td.qty
,sum(tdPrior.qty) RunningTotal
,case
when sum(tdPrior.qty) > 0 then 'L'
when sum(tdPrior.qty) < 0 then 'S'
else 'F'
end LSF
from dbo.TradeData td
inner join dbo.TradeData tdPrior
on tdPrior.code_id = td.code_id -- All for this code_id
and tdPrior.id <= td.Id -- For this and any prior Ids
group by
td.code_id
,td.id
,td.qty
)
,cteRecurse
as (
-- "Set" the first row for each code_id
SELECT
RecurseKey
,code_id
,id
,qty
,RunningTotal
,LSF
,1 GroupNum
from cteBaseAgg
where RecurseKey = 1
-- For each succesive row in each set, check if need to increment GroupNum
UNION ALL SELECT
agg.RecurseKey
,agg.code_id
,agg.id
,agg.qty
,agg.RunningTotal
,agg.LSF
,rec.GroupNum + case when rec.LSF = agg.LSF then 0 else 1 end
from cteBaseAgg agg
inner join cteRecurse rec
on rec.code_id = agg.code_id
and agg.RecurseKey - 1 = rec.RecurseKey
)
-- Show results
SELECT
id
,code_id
,qty
,RunningTotal
,LSF
,GroupNum
from cteRecurse
order by
code_id
,id
Sorry for making this question a bit more complicated than it needed to be but for the sake of closure I have found a solution using the lag function.
In order to achieve what I wanted I continued my cte above with the following:
, a as
(
SELECT
*,
Lag(LSF, 1, LSF) OVER(Partition By code_id ORDER BY id) AS prev_LSF,
Lag(code_id, 1, code_id) OVER(Partition By code_id ORDER BY id) AS prev_code
FROM
LongShortFlat
), b as
(
SELECT
id,
LSF,
code_id,
Sum(CASE
WHEN LSF <> prev_LSF AND code_id = prev_code
THEN 1
ELSE 0
END) OVER(Partition By code_id ORDER BY id) AS grp
FROM
a
)
select * from b order by id
Here is the updated sqlfiddle.

Can I start a new group when value changes from 0 to 1?

Can I somehow assign a new group to a row when a value in a column changes in T-SQL?
I would be grateful if you can provide solution that will work on unlimited repeating numbers without CTE and functions. I made a solution that work in sutuation with 100 consecutive identical numbers(with
coalesce(lag()over(), lag() over(), lag() over() ) - it is too bulky
but can not make a solution for a case with unlimited number of consecutive identical numbers.
Data
id somevalue
1 0
2 1
3 1
4 0
5 0
6 1
7 1
8 1
9 0
10 0
11 1
12 0
13 1
14 1
15 0
16 0
Expected
id somevalue group
1 0 1
2 1 2
3 1 2
4 0 3
5 0 3
6 1 4
7 1 4
8 1 4
9 0 5
10 0 5
11 1 6
12 0 7
13 1 8
14 1 8
15 0 9
16 0 9
If you just want a group identifier, you can use:
select t.*,
min(id) over (partition by some_value, seqnum - seqnum_1) as grp
from (select t.*,
row_number() over (order by id) as seqnum,
row_number() over (partition by somevalue order by id) as sequm_1
from t
) t;
If you want them enumerated . . . well, you can enumerate the id above using dense_rank(). Or you can use lag() and a cumulative sum:
select t.*,
sum(case when some_value = prev_sv then 0 else 1 end) over (order by id) as grp
from (select t.*,
lag(somevalue) over (order by id) as prev_sv
from t
) t;
Here's a different approach:
First I created a view to provide the group increment on each row:
create view increments as
select
n2.id,n2.somevalue,
case when n1.somevalue=n2.somevalue then 0 else 1 end as increment
from
(select 0 as id,1 as somevalue union all select * from mytable) n1
join mytable n2
on n2.id = n1.id+1
Then I used this view to produce the group values as cumulative sums of the increments:
select id, somevalue,
(select sum(increment) from increments i1 where i1.id <= i2.id)
from increments i2

Select Data based on Sum of another columns value

I have a Table with Data as
RowIndex Id TicketCount
1 23 1
2 25 2
3 3 1
4 14 1
5 16 1
6 18 1
7 1 1
8 6 1
9 15 1 ===> at this row the sum of Ticket Count is 10
10 22 1
11 27 1
12 24 1
13 26 2
14 9 1
15 19 1
From this Data I want to Select All Records where The Sum of Ticket Count will be equal to 10(user input value)
In the Given data I want to Select all Records till Row Index 9.
Output should be:
RowIndex Id TicketCount
1 23 1
2 25 2
3 3 1
4 14 1
5 16 1
6 18 1
7 1 1
8 6 1
9 15 1
SQL Server 2008 doesn't have the cumulative sum function. I implement it using a correlated subquery:
select RowIndex, Id, TicketCount
from (select t.*,
(select sum(TicketCount)
from t t2
where t2.RowIndex <= t.RowIndex
) as cumTicketCount
from t
) t
where cumTicketCount <= 10;
In SQL Server 2012, you can phrase this using a window function:
select RowIndex, Id, TicketCount
from (select t.*, sum(TicketCount) over (order by RowIndex) as CumTicketCount
from t
) t
where cumTicketCount <= 10;
You can do it using recursive CTE:
WITH RCTE AS
(
SELECT *, TicketCount AS Total
FROM Table1
WHERE RowIndex = 1
UNION ALL
SELECT t.*, r.Total + t.TicketCount
FROM RCTE r
INNER JOIN Table1 t ON r.RowIndex + 1 = t.RowIndex
WHERE r.Total + t.TicketCount <= 10 --your input value
)
SELECT * FROM RCTE
SQLFiddle DEMO

Select and aggregate last records base on order

I have different versions of the charges in a table. I want to grab and sum the last charge grouped by Type.
So I want to add 9.87, 9.63, 1.65.
I want the Parent ID , sum(9.87 + 9.63 + 1.65) as the results of this query.
We use MSSQL
ID ORDER CHARGES TYPE PARENT ID
1 1 6.45 1 1
2 2 1.25 1 1
3 3 9.87 1 1
4 1 6.54 2 1
5 2 5.64 2 1
6 3 0.84 2 1
7 4 9.63 2 1
8 1 7.33 3 1
9 2 5.65 3 1
10 3 8.65 3 1
11 4 5.14 3 1
12 5 1.65 3 1
WITH recordsList
AS
(
SELECT Type, Charges,
ROW_NUMBER() OVER (PArtition BY TYPE
ORDER BY [ORDER] DESC) rn
FROM tableName
)
SELECT SUM(Charges) totalCharge
FROM recordsLIst
WHERE rn = 1
SQLFiddle Demo
Use row_number() to identify the rows to be summed, and then sum them:
select SUM(charges)
from (select t.*,
ROW_NUMBER() over (PARTITION by type order by id desc) as seqnum
from t
) t
where seqnum = 1
Alternatively you could use a window aggregate MAX():
SELECT SUM(Charges)
FROM (
SELECT
[ORDER],
Charges,
MaxOrder = MAX([ORDER]) OVER (PARTITION BY [TYPE])
FROM atable
) s
WHERE [ORDER] = MaxOrder
;
SELECT t.PARENT_ID, SUM(t.CHARGES)
FROM dbo.test73 t
WHERE EXISTS (
SELECT 1
FROM dbo.test73
WHERE [TYPE] = t.[TYPE]
HAVING MAX([ORDER]) = t.[ORDER]
)
GROUP BY t.PARENT_ID
Demo on SQLFiddle