SQL Query to Calculate Monthly Budget - sql

Question

CREATE TABLE [dbo].[EmployeeMonthlyBudget]
(
[Name] [NVARCHAR](50) NULL,
[Budget_Day] [MONEY] NULL,
[DateCreated] [DATETIME] NULL,
[DateDeleted] [DATETIME] NULL
)
INSERT INTO [dbo].[EmployeeMonthlyBudget] ([Name], [Budget_Day], [DateCreated], [DateDeleted])
VALUES (N'SAM', 20.0000, CAST(N'2018-01-01T00:00:00.000' AS DateTime), CAST(N'2018-10-01T00:00:00.000' AS DateTime)),
(N'ROB', 10.0000, CAST(N'2018-01-01T00:00:00.000' AS DateTime), NULL),
(N'TAM', 5.0000, CAST(N'2018-01-01T00:00:00.000' AS DateTime), CAST(N'2018-05-01T00:00:00.000' AS DateTime)),
(N'TAN', 100.0000, CAST(N'2018-01-01T00:00:00.000' AS DateTime), NULL)
The above is the table structure we had to calculate monthly budget.
We are displaying the bar graph for each name how their monthly budget is.
Suppose if we take Sam his budget for Jan is 620 and Feb is 580 and so on, So we need to calculate the budget for each month until DateDeleted has value
We are able to calculate the budget per month for each Employee Name, but unable
to figure out how to calculate them for consecutive months.
Please, anyone, help me on this
How to write SQL for the above approach.
Please sample table data

Answer 1

Hope this helps
SELECT A.Name,A.budget_day,B.MonthName,B.totaldays*A.budget_day as MonthlySpent
FROM
[dbo].[EmployeeMonthlyBudget] A
inner join(
SELECT [Name] , DATENAME(MONTH, DATEADD(MONTH, nos.monthnos, [DateCreated])-1) AS MonthName,DAY(EOMONTH(DATEADD(MONTH, nos.monthnos, [DateCreated])-1)) as totaldays,month(EOMONTH(DATEADD(MONTH, nos.monthnos, [DateCreated])-1)) as monthOrder
from [dbo].[EmployeeMonthlyBudget]
inner join (SELECT 1 monthnos UNION SELECT 2 UNION SELECT 3
UNION SELECT 4 UNION SELECT 5 UNION SELECT 6
UNION SELECT 7 UNION SELECT 8 UNION SELECT 9
UNION SELECT 10 UNION SELECT 11 UNION SELECT 12) nos on nos.monthnos <= DATEDIFF(MONTH, [DateCreated],isnull([DateDeleted],GETDATE()))+1
) B on
A.NAME=B.Name
order by A.Name,monthOrder
Try This
select name,budget_day,monthname,totalspent from
(Select j.* ,row_number () over (partition by j.name,j.monthname order by j.totalspent) as rn
from
(Select B.name,A.budget_day,MonthName,(datediff(day,[DateCreated],DefaultDate)+1)*A.budget_day as TotalSpent,monthOrder
from (SELECT
*, [Budget_Day]*DATEDIFF(day,[DateCreated],isnull([DateDeleted],GETDATE())) as TotalSpent, DATENAME(MONTH, [DateCreated]) AS MonthNameStart, DATENAME(MONTH,isnull([DateDeleted],GETDATE())) AS MonthNameEND
from
[dbo].[EmployeeMonthlyBudget]
where datecreated<=isnull(datedeleted,getdate())) A
LEFT join
(
SELECT [Name] , DATENAME(MONTH, DATEADD(MONTH, nos.monthnos-1, [DateCreated])) AS MonthName,EOMONTH([DateCreated]) as DefaultDate ,
DAY(EOMONTH(DATEADD(MONTH, nos.monthnos, [DateCreated])-1)) as totaldays,
month(DATEADD(MONTH, nos.monthnos-1, [DateCreated])) as monthOrder
from [dbo].[EmployeeMonthlyBudget]
inner join (SELECT 1 monthnos UNION SELECT 2 UNION SELECT 3
UNION SELECT 4 UNION SELECT 5 UNION SELECT 6
UNION SELECT 7 UNION SELECT 8 UNION SELECT 9
UNION SELECT 10 UNION SELECT 11 UNION SELECT 12) nos on nos.monthnos <= DATEDIFF(MONTH, [DateCreated],isnull([DateDeleted],GETDATE()))
) B
on A.MonthNameStart =B.MonthName and
A.Name=B.name
UNION
Select B.name,A.budget_day,MonthName,((datediff(day,DefaultDate,isnull([Datedeleted],getdate())))+1)*A.budget_day as TotalSpent,monthOrder from
(SELECT
*, [Budget_Day]*DATEDIFF(day,[DateCreated],isnull([DateDeleted],GETDATE())) as TotalSpent, DATENAME(MONTH, [DateCreated]) AS MonthNameStart, DATENAME(MONTH,isnull([DateDeleted],GETDATE())) AS MonthNameEND
from
[dbo].[EmployeeMonthlyBudget]
where datecreated<=isnull(datedeleted,getdate())) A
inner join
(SELECT [Name] , DATENAME(MONTH, DATEADD(MONTH, nos.monthnos, [DateCreated])-1) AS MonthName,DATEADD(month, DATEDIFF(month, 0, isnull([DateDeleted],getdate())), 0) as DefaultDate,
DAY(EOMONTH(DATEADD(MONTH, nos.monthnos, [DateCreated])-1)) as totaldays,
month(EOMONTH(DATEADD(MONTH, nos.monthnos, [DateCreated])-1)) as monthOrder
from [dbo].[EmployeeMonthlyBudget]
inner join (SELECT 1 monthnos UNION SELECT 2 UNION SELECT 3
UNION SELECT 4 UNION SELECT 5 UNION SELECT 6
UNION SELECT 7 UNION SELECT 8 UNION SELECT 9
UNION SELECT 10 UNION SELECT 11 UNION SELECT 12) nos on nos.monthnos <= DATEDIFF(MONTH, [DateCreated],isnull([DateDeleted],GETDATE()))+1) B
on A.MonthNameEND =B.MonthName and A.Name=B.name
UNION
SELECT B.name,A.budget_day,MonthName,totaldays*A.budget_day as TotalSpent ,monthOrder
FROM
[dbo].[EmployeeMonthlyBudget] A
inner join(
SELECT [Name] , DATENAME(MONTH, DATEADD(MONTH, nos.monthnos-1, [DateCreated])) AS MonthName,EOMONTH([DateCreated]) as DefaultDate ,
DAY(EOMONTH(DATEADD(MONTH, nos.monthnos-1, [DateCreated]))) as totaldays,
month(DATEADD(MONTH, nos.monthnos-1, [DateCreated])) as monthOrder
from [dbo].[EmployeeMonthlyBudget]
inner join (SELECT 1 monthnos UNION SELECT 2 UNION SELECT 3
UNION SELECT 4 UNION SELECT 5 UNION SELECT 6
UNION SELECT 7 UNION SELECT 8 UNION SELECT 9
UNION SELECT 10 UNION SELECT 11 UNION SELECT 12) nos on nos.monthnos <= DATEDIFF(MONTH, [DateCreated],isnull([DateDeleted],GETDATE()))
where datecreated<=isnull(datedeleted,getdate())
) B on
A.NAME=B.Name
)j)k
where k.rn=1 and k.name is not null
order by k.name,k.monthOrder