Get all dates between provided dates - sql

I have this table and sample data. I want to get the entire month's or specific dates attendance and information like hours he worked or days he was absent.
CREATE TABLE Attendance
(
[EmpCode] int,
[TimeIn] datetime,
[TimeOut] datetime
)
INSERT INTO Attendance VALUES (12, '2018-08-01 09:00:00', '2018-08-01 17:36:00');
INSERT INTO Attendance VALUES (12, '2018-08-02 09:00:00', '2018-08-02 18:10:00');
INSERT INTO Attendance VALUES (12, '2018-08-03 09:25:00', '2018-08-03 16:56:00');
INSERT INTO Attendance VALUES (12, '2018-08-04 09:13:00', '2018-08-05 18:09:00');
INSERT INTO Attendance VALUES (12, '2018-08-06 09:00:00', '2018-08-07 18:15:00');
INSERT INTO Attendance VALUES (12, '2018-08-07 09:27:00', '2018-08-08 17:36:00');
INSERT INTO Attendance VALUES (12, '2018-08-08 09:35:00', '2018-08-09 17:21:00');
INSERT INTO Attendance VALUES (12, '2018-08-10 09:00:00', '2018-08-10 17:45:00');
INSERT INTO Attendance VALUES (12, '2018-08-11 09:50:00', '2018-08-11 17:31:00');
INSERT INTO Attendance VALUES (12, '2018-08-13 09:23:00', '2018-08-13 17:19:00');
INSERT INTO Attendance VALUES (12, '2018-08-15 09:21:00', '2018-08-15 17:36:00');
INSERT INTO Attendance VALUES (12, '2018-08-16 09:00:00', '2018-08-16 17:09:00');
INSERT INTO Attendance VALUES (12, '2018-08-17 09:34:00', '2018-08-17 17:29:00');
INSERT INTO Attendance VALUES (12, '2018-08-18 09:00:00', '2018-08-18 17:10:00');
INSERT INTO Attendance VALUES (12, '2018-08-20 09:34:00', '2018-08-20 17:12:00');
INSERT INTO Attendance VALUES (12, '2018-08-21 09:20:00', '2018-08-21 17:15:00');
INSERT INTO Attendance VALUES (12, '2018-08-22 09:12:00', '2018-08-22 17:19:00');
INSERT INTO Attendance VALUES (12, '2018-08-23 09:05:00', '2018-08-23 17:21:00');
INSERT INTO Attendance VALUES (12, '2018-08-24 09:07:00', '2018-08-24 17:09:00');
INSERT INTO Attendance VALUES (12, '2018-08-25 09:12:00', '2018-08-25 17:05:00');
INSERT INTO Attendance VALUES (12, '2018-08-27 09:21:00', '2018-08-27 17:46:00');
INSERT INTO Attendance VALUES (12, '2018-08-28 09:17:00', '2018-08-28 17:12:00');
INSERT INTO Attendance VALUES (12, '2018-08-29 09:00:00', '2018-08-29 17:36:00');
INSERT INTO Attendance VALUES (12, '2018-08-30 09:12:00', '2018-08-30 17:24:00');
I have a query that tells how many hours employee have worked, but it is only showing days on which data was present in table. I want to show all dates between provided dates and in case there is no data it should NULL in columns.
Here is the query:
SELECT
[EmpCode],
FirstIN = CAST(MIN([TimeIn]) AS TIME),
LastOUT = CAST(MAX([TimeOut]) AS TIME),
CONVERT(VARCHAR(6), Datediff(second, CAST(MIN([TimeIn]) AS TIME), CAST(MAX([TimeOut]) AS TIME))/3600)
+ ':'
+ RIGHT('0' + CONVERT(VARCHAR(2), (Datediff(second, CAST(MIN([TimeIn]) AS TIME), CAST(MAX([TimeOut]) AS TIME)) % 3600) / 60), 2)
+ ':'
+ RIGHT('0' + CONVERT(VARCHAR(2), Datediff(second, CAST(MIN([TimeIn]) AS TIME), CAST(MAX([TimeOut]) AS TIME)) % 60) , 2 ) AS HoursSpent,
CAST(COALESCE(TimeIn, TimeOut) AS DATE) [Date]
FROM Attendance
WHERE CAST(COALESCE(TimeIn, TimeOut) AS DATE) BETWEEN '2018-08-01' AND '2018-08-25'
GROUP BY EmpCode, TimeIn, TimeOut

For that you need to use recursive way to generate possible dates :
with t as (
select '2018-08-01' as startdt
union all
select dateadd(day, 1, startdt)
from t
where startdt < '2018-08-25'
)
select . . .
from t left join
Attendance at
on cast(coalesce(at.TimeIn, at.TimeOut) as date) = t.startdt;
Just make sure to use date from t instead of Attendance table in SELECT statement.
Note : If you have a large no of date period, then don't forgot to use Query hint OPTION (MAXRECURSION 0), By defalut it has 100 recursion levels.

You May Try Recursive CTE to populate the Dates and Then Join With that to Get the Interval
DECLARE #From DATETIME = '2018-08-01' ,#To DATETIME= '2018-08-25'
;WITH CTE
AS
(
SELECT
[EmpCode] EmpId,
MyDate = #From
FROM Attendance A
UNION ALL
SELECT
EmpId,
MyDate = DATEADD(DAY,1,MyDate)
FROM CTE
WHERE MyDate < #To
)
SELECT
[EmpCode] = CTE.EmpId,
CTE.MyDate,
FirstIN = CAST(MIN([TimeIn]) AS TIME),
LastOUT = CAST(MAX([TimeOut]) AS TIME),
CONVERT(VARCHAR(6), Datediff(second, CAST(MIN([TimeIn]) AS TIME), CAST(MAX([TimeOut]) AS TIME))/3600)
+ ':'
+ RIGHT('0' + CONVERT(VARCHAR(2), (Datediff(second, CAST(MIN([TimeIn]) AS TIME), CAST(MAX([TimeOut]) AS TIME)) % 3600) / 60), 2)
+ ':'
+ RIGHT('0' + CONVERT(VARCHAR(2), Datediff(second, CAST(MIN([TimeIn]) AS TIME), CAST(MAX([TimeOut]) AS TIME)) % 60) , 2 )
AS HoursSpent,
CAST(CTE.MyDate AS DATE) [Date]
FROM CTE
LEFT JOIN Attendance A
ON A.EmpCode = CTE.EmpId
AND CAST(CTE.MyDate AS DATE) = CAST(COALESCE(TimeIn, TimeOut) AS DATE)
GROUP BY CTE.EmpId, TimeIn, TimeOut,CTE.MyDate
ORDER BY 6

A different method, using a Tally Table. The advantage here is that an rCTE is a form of RBAR. The idea of a Tally table isn't as obvious, but is quicker, and also, won't need the OPTION (MAXRECURSION 0) added if you have more than 100 days. in fact, this example handles up to 10,000 days, which shuold be more than enough:
DECLARE #EmpCode int = 12;
WITH N AS(
SELECT N
FROM (VALUES(NULL),(NULL),(NULL),(NULL),(NULL),(NULL),(NULL),(NULL),(NULL),(NULL)) N(N)),
Tally AS(
SELECT ROW_NUMBER() OVER (ORDER BY (SELECT NULL)) -1 AS I
FROM N N1 --10
CROSS JOIN N N2 --100
CROSS JOIN N N3 --1000
CROSS JOIN N N4 --10000
),
Dates AS(
SELECT DATEADD(DAY, T.I, TT.MinTimeIn) AS CalendarDate,
#EmpCode AS EmpCode
FROM Tally T
CROSS APPLY (SELECT MIN(CONVERT(date,TimeIn)) AS MinTimeIn,
MAX(CONVERT(date,TimeOut)) AS MaxTimeOut
FROM Attendance
WHERE EmpCode = #EmpCode) TT
WHERE DATEADD(DAY, T.I, TT.MinTimeIn) <= CONVERT(date, TT.MaxTimeOut))
SELECT CalendarDate
EmpCode,
TimeIn,
TimeOut
FROM Dates D
LEFT JOIN Attendance A ON D.CalendarDate = CONVERT(date,A.TimeIn)
AND D.EmpCode = A.EmpCode;

Related

I want to find the date intervals at which the employee comes on a regular basis

Imagine a employee who works in a company whos having a contract to work on a specific task, he comes in and goes on start and end date respectively. I want to get the interval at which the employee comes to office without any absence.
Example Data:
DECLARE #TimeClock TABLE (PunchID INT IDENTITY, EmployeeID INT, PunchinDate DATE)
INSERT INTO #TimeClock (EmployeeID, PunchInDate) VALUES
(1, '2020-01-01'), (1, '2020-01-02'), (1, '2020-01-03'), (1, '2020-01-04'),
(1, '2020-01-05'), (1, '2020-01-06'), (1, '2020-01-07'), (1, '2020-01-08'),
(1, '2020-01-09'), (1, '2020-01-10'), (1, '2020-01-11'), (1, '2020-01-12'),
(1, '2020-01-13'), (1, '2020-01-14'), (1, '2020-01-16'),
(1, '2020-01-17'), (1, '2020-01-18'), (1, '2020-01-19'), (1, '2020-01-20'),
(1, '2020-01-21'), (1, '2020-01-22'), (1, '2020-01-23'), (1, '2020-01-24'),
(1, '2020-01-25'), (1, '2020-01-26'), (1, '2020-01-27'), (1, '2020-01-28'),
(1, '2020-01-29'), (1, '2020-01-30'), (1, '2020-01-31'),
(1, '2020-02-01'), (1, '2020-02-02'), (1, '2020-02-03'), (1, '2020-02-04'),
(1, '2020-02-05'), (1, '2020-02-06'), (1, '2020-02-07'), (1, '2020-02-08'),
(1, '2020-02-09'), (1, '2020-02-10'), (1, '2020-02-12'),
(1, '2020-02-13'), (1, '2020-02-14'), (1, '2020-02-15'), (1, '2020-02-16');
--the output shall look like this '2020-01-01 to 2020-02-10' as this is the interval at which the employee comes without any leave
SELECT 1 AS ID, FORMAT( getdate(), '2020-01-01') as START_DATE, FORMAT( getdate(), '2020-01-10') as END_DATE union all
SELECT 1 AS ID, FORMAT( getdate(), '2020-01-11') as START_DATE, FORMAT( getdate(), '2020-01-15') as END_DATE union all
SELECT 1 AS ID, FORMAT( getdate(), '2020-01-21') as START_DATE, FORMAT( getdate(), '2020-01-31') as END_DATE union all
SELECT 1 AS ID, FORMAT( getdate(), '2020-02-01') as START_DATE, FORMAT( getdate(), '2020-02-10') as END_DATE
--the output shall look like this '2020-01-01 to 2020-01-15' and '2020 01-21 to 2020-02-10'as these are the intervals at which the employee comes without any leave
Using the example data provided we can query the table like this:
;WITH iterate AS (
SELECT *, DATEADD(DAY,1,PunchinDate) AS NextDate
FROM #TimeClock
), base AS (
SELECT *
FROM (
SELECT *, CASE WHEN DATEADD(DAY,-1,PunchInDate) = LAG(PunchinDate,1) OVER (PARTITION BY EmployeeID ORDER BY PunchinDate) THEN PunchInDate END AS s
FROM iterate
) a
WHERE s IS NULL
), rCTE AS (
SELECT EmployeeID, PunchInDate AS StartDate, PunchInDate AS EndDate, NextDate
FROM base
UNION ALL
SELECT a.EmployeeID, a.StartDate, r.PunchInDate, r.NextDate
FROM rCTE a
INNER JOIN iterate r
ON a.NextDate = r.PunchinDate
AND a.EmployeeID = r.EmployeeID
)
SELECT EmployeeID, StartDate, MAX(EndDate) AS EndDate, DATEDIFF(DAY,StartDate,MAX(EndDate)) AS Streak
FROM rCTE
GROUP BY rCTE.EmployeeID, rCTE.StartDate
This is known as a recursive common table expression, and allows us to compare values between related rows. In this case we're looking for rows where they follow a streak, and we want o re-start that streak anytime we encounter a break. We're using a windowed function called LAG to look back a row to the previous value, and compare it to the one we have now. If it's not yesterday, then we start a new streak.
EmployeeID StartDate EndDate Streak
------------------------------------------
1 2020-01-01 2020-01-15 14
1 2020-01-17 2020-02-10 24
1 2020-02-12 2020-02-16 4

How to display months sorted in order in SQL Server?

Below is the table I have created and inserted values in it:
CREATE TABLE employees_list
(
employeeID int identity(1,1),
employeeName varchar(25)
)
GO
INSERT INTO employees_list VALUES ('Kevin'),('Charles')
GO
CREATE TABLE hourlyRates
(
employeeID int,
rate int,
rateDate date
)
INSERT INTO hourlyRates VALUES (1, 28, '2016-01-01'),
(1, 39, '2016-02-01'),
(2, 43, '2016-01-01'),
(2, 57, '2016-02-01')
CREATE TABLE workingHours
(
employeeID int,
startdate datetime,
enddate datetime
)
GO
INSERT INTO workingHours VALUES (1, '2016-01-01 09:00', '2016-01-01 17:00'),
(1, '2016-01-02 09:00', '2016-01-02 17:00'),
(1, '2016-02-01 10:00', '2016-02-01 16:00'),
(1, '2016-02-02 11:00', '2016-02-02 13:00'),
(2, '2016-01-01 10:00', '2016-01-01 16:00'),
(2, '2016-01-02 08:00', '2016-01-02 14:00'),
(2, '2016-02-01 14:00', '2016-02-01 19:00'),
(2, '2016-02-02 13:00', '2016-02-02 16:00')
GO
SELECT * FROM employees_list
SELECT * FROM hourlyRates
SELECT * FROM workingHours
Then I ran a query to calculate salaries paid to Employees each month:
SELECT
employeeName,
DATENAME(MONTH, startdate) AS 'Month',
SUM(DATEDIFF(HOUR, startdate, enddate) * rate) AS 'Total Salary'
FROM
hourlyRates, workingHours, employees_list
WHERE
hourlyRates.employeeID = workingHours.employeeID
AND employees_list.employeeID = workingHours.employeeID
AND (hourlyRates.rateDate BETWEEN DATEFROMPARTS(DATEPART(YEAR, workingHours.startDate), DATEPART(MONTH, workingHours.startDate),1)
AND DATEFROMPARTS(DATEPART(YEAR, workingHours.endDate), DATEPART(MONTH, workingHours.endDate),1))
GROUP BY
employeeName, DATENAME(MONTH, startdate)
And I got the following output:
As you can see from the screenshot above that I got the result I wanted.
But the only issue is the month is not being displayed in order.
I tried adding ORDER BY DATENAME(MONTH, startdate) and still the order of month is not being sorted.
I even tried ORDER BY DATEPART(MM, startdate) but it is showing error mentioning that it is not contained in an aggregate function or GROUP BY clause.
What minor change do I need to make in my query ?
Why add ORDER BY DATENAME(MONTH,startdate) not work
Because the ORDER depends on character instead of the month of number.
You can try to add MONTH(startdate) in ORDER BY & GROUP BY, because you might need to add non-aggregate function in GROUP BY
SELECT employeeName,DATENAME(MONTH,startdate) AS 'Month',
SUM(DATEDIFF(HOUR,startdate,enddate) * rate) AS 'Total Salary'
FROM hourlyRates
INNER JOIN workingHours
ON hourlyRates.employeeID = workingHours.employeeID
INNER JOIN employees_list
ON employees_list.employeeID = workingHours.employeeID
WHERE
(hourlyRates.rateDate
BETWEEN DATEFROMPARTS(DATEPART(YEAR, workingHours.startDate), DATEPART(MONTH,workingHours.startDate),1)
AND DATEFROMPARTS(DATEPART(YEAR, workingHours.endDate), DATEPART(MONTH,workingHours.endDate),1))
GROUP BY employeeName,DATENAME(MONTH,startdate),MONTH(startdate)
ORDER BY MONTH(startdate)
sqlfiddle
NOTE
I would use INNER JOIN ANSI syntax instead of , which mean CROSS JOIN because JOIN syntax is generally considered more readable.
As mentioned, ORDER BY DATENAME will sort by the textual name of the month not by the actual ordering of months.
It's best to just group and sort by EOMONTH, then you can pull out the month name from that in the SELECT
Further improvements:
Always use explicit join syntax, not old-style , comma joins.
Give tables short aliases, to make your query more readable.
Your date interval check might not be quite right, and you may need to also adjust the rate caluclation, but I don't know without further info.
A more accurate calculation would probably mean calculating part-dates.
SELECT
e.employeeName,
DATENAME(month, EOMONTH(wh.startdate)) AS Month,
SUM(DATEDIFF(HOUR, wh.startdate, wh.enddate) * hr.rate) AS [Total Salary]
FROM hourlyRates hr
JOIN workingHours wh ON hr.employeeID = wh.employeeID
AND hr.rateDate
BETWEEN DATEFROMPARTS(YEAR(wh.startDate), MONTH(wh.startDate), 1)
AND DATEFROMPARTS(YEAR(wh.endDate), MONTH(wh.endDate), 1)
JOIN employees_list e ON e.employeeID = wh.employeeID
GROUP BY
e.employeeId,
e.employeeName,
EOMONTH(wh.startdate)
ORDER BY
EOMONTH(wh.startdate),
e.employeeName;
db<>fiddle

SQL : 12 hr shift function from 7am - 7am

I need to query all production records by 12 hr. shift. 7am-7am. if the date is after midnight and before 7am it's actually the previous day shift. In the below example I need to make them all 2022-01-01 like the last column. If I query by 2022-01-01 I don't get all the rows. Can I use a function for this to compare the time and make it the previous day?
declare #temp table
(
Emp_id int,
Time datetime,
shiftDate date
);
insert into #temp values (1, '2022-01-01 08:10:00:000', '2022-01-01')
insert into #temp values (1, '2022-01-01 10:21:00:000', '2022-01-01')
insert into #temp values (1, '2022-01-01 13:10:00:000', '2022-01-01')
insert into #temp values (1, '2022-01-01 22:22:00:000', '2022-01-01')
insert into #temp values (1, '2022-01-02 02:15:00:000', '2022-01-01')
insert into #temp values (1, '2022-01-02 04:22:00:000', '2022-01-01')
insert into #temp values (1, '2022-01-02 06:18:00:000', '2022-01-01')
insert into #temp values (1, '2022-01-02 06:55:00:000', '2022-01-01')
select * from #temp
select * from #temp
where convert(date, [time]) = '2022-01-01'

DateDiff and Continuous periods

I need to see if one date span, in number of days, matches that of two date spans that cover the same period, but are added together.
For example...
DECLARE #Table1 TABLE
(
Id INT,
StartDate DATETIME,
EndDate DATETIME
)
INSERT INTO #Table1 VALUES (1, '2015-07-01 00:00:00.000', '2016-06-30 00:00:00.000')
DECLARE #Table2 TABLE
(
Id INT,
Fk INT,
StartDate DATETIME,
EndDate DATETIME
)
INSERT INTO #Table2 VALUES (1, 1, '2015-07-01', '2015-08-31')
INSERT INTO #Table2 VALUES (2, 1, '2015-09-01', '2016-03-31')
INSERT INTO #Table2 VALUES (3, 1, '2016-04-01', NULL)
SELECT DATEDIFF(DAY, T1.StartDate, T1.EndDate) AS SiteContractDays,
DATEDIFF(DAY, T2.StartDate, ISNULL(T2.EndDate, T1.EndDate)) AS SummedDayes
FROM #Table1 t1
INNER JOIN #Table2 t2
ON t2.fk = t1.Id
SELECT T1.Id, DATEDIFF(DAY, T1.StartDate, T1.EndDate) AS SiteContractDays,
SUM(DATEDIFF(DAY, T2.StartDate, ISNULL(T2.EndDate, T1.EndDate))) AS SummedDayes
FROM #Table1 t1
INNER JOIN #Table2 t2
ON t2.fk = t1.Id
GROUP BY T1.id, T1.StartDate, T1.EndDate
Dates are continuous.. they follow on for the full period. However, when I sum them up, we're short a few days. I'm not sure I can simply add a day to each DateDiff, because... then the total goes to 366, and the summed up values will go up as well.
I could add " + COUNT(*) -1 AS" to the SUM of the days when grouping them up, but that seems like a hack.
Maybe the + 1 is better but if you calculate by seconds it will be 1460 days in the end
SELECT (DATEDIFF(SECOND, '2015-07-01 00:00:00', '2016-06-30 23:59:59') + DATEDIFF(SECOND, '2016-07-01 00:00:00', '2019-06-30 23:59:59')) / 60 / 60 / 24
-- 1460
Two different statements that you need to understand.
SELECT DATEDIFF(DAY, '2015-07-01 00:00:00.000', '2019-06-30 00:00:00.000') -- 1460
No break thus count is continuous from day 1.
Day 1 from 2015-07-02
SELECT DATEDIFF(DAY, '2015-07-01', '2016-06-30') + DATEDIFF(DAY, '2016-07-01', '2019-06-30 00:00:00.000') -- 1459
Two different starting dates thus two different day 1s so you won't assume this is continuous...
day 1 from 2015-07-02 and day 1 from 2016-07-02... Day between 2016-06-30 and 2016-07-01 is your break and not counted.
Perhaps in breaking periods, you always need to add that 1 missing second explicitly.
SELECT
DATEDIFF(DAY, '2015-07-01 00:00:00.000', '2016-06-30') +
DATEDIFF(DAY, '2016-07-01', DATEADD(SECOND,1,'2019-06-30 23:59:59.000')) --1460

Summing up the records as per given conditions

I have a table like below, What I need that for any particular fund and up to any particular date logic will sum the amount value. Let say I need the sum for 3 dates as 01/28/2015,03/30/2015 and 04/01/2015. Then logic will check for up to first date how many records are there in table . If it found more than one record then it'll sum the amount value. Then for next date it'll sum up to the next date but from the previous date it had summed up.
Id Fund Date Amount
1 A 01/20/2015 250
2 A 02/28/2015 300
3 A 03/20/2015 400
4 A 03/30/2015 200
5 B 04/01/2015 500
6 B 04/01/2015 600
I want result to be like below
Id Fund Date SumOfAmount
1 A 02/28/2015 550
2 A 03/30/2015 600
3 B 04/01/2015 1100
Based on your question, it seems that you want to select a set of dates, and then for each fund and selected date, get the sum of the fund amounts from the selected date to the previous selected date. Here is the result set I think you should be expecting:
Fund Date SumOfAmount
A 2015-02-28 550.00
A 2015-03-30 600.00
B 2015-04-01 1100.00
Here is the code to produce this output:
DECLARE #Dates TABLE
(
SelectedDate DATE PRIMARY KEY
)
INSERT INTO #Dates
VALUES
('02/28/2015')
,('03/30/2015')
,('04/01/2015')
DECLARE #FundAmounts TABLE
(
Id INT PRIMARY KEY
,Fund VARCHAR(5)
,Date DATE
,Amount MONEY
);
INSERT INTO #FundAmounts
VALUES
(1, 'A', '01/20/2015', 250)
,(2, 'A', '02/28/2015', 300)
,(3, 'A', '03/20/2015', 400)
,(4, 'A', '03/30/2015', 200)
,(5, 'B', '04/01/2015', 500)
,(6, 'B', '04/01/2015', 600);
SELECT
F.Fund
,D.SelectedDate AS Date
,SUM(F.Amount) AS SumOfAmount
FROM
(
SELECT
SelectedDate
,LAG(SelectedDate,1,'1/1/1900') OVER (ORDER BY SelectedDate ASC) AS PreviousDate
FROM #Dates
) D
JOIN
#FundAmounts F
ON
F.Date BETWEEN DATEADD(DAY,1,D.PreviousDate) AND D.SelectedDate
GROUP BY
D.SelectedDate
,F.Fund
EDIT: Here is alternative to the LAG function for this example:
FROM
(
SELECT
SelectedDate
,ISNULL((SELECT TOP 1 SelectedDate FROM #Dates WHERE SelectedDate < Dates.SelectedDate ORDER BY SelectedDate DESC),'1/1/1900') AS PreviousDate
FROM #Dates Dates
) D
If i change your incorrect sample data to ...
CREATE TABLE TableName
([Id] int, [Fund] varchar(1), [Date] datetime, [Amount] int)
;
INSERT INTO TableName
([Id], [Fund], [Date], [Amount])
VALUES
(1, 'A', '2015-01-28 00:00:00', 250),
(2, 'A', '2015-01-28 00:00:00', 300),
(3, 'A', '2015-03-30 00:00:00', 400),
(4, 'A', '2015-03-30 00:00:00', 200),
(5, 'B', '2015-04-01 00:00:00', 500),
(6, 'B', '2015-04-01 00:00:00', 600)
;
this query using GROUP BY works:
SELECT MIN(Id) AS Id,
MIN(Fund) AS Fund,
[Date],
SUM(Amount) AS SumOfAmount
FROM dbo.TableName t
WHERE [Date] IN ('01/28/2015','03/30/2015','04/01/2015')
GROUP BY [Date]
Demo
Initially i have used Row_number and month function to pick max date of every month and in 2nd cte i did sum of amounts and joined them..may be this result set matches your out put
declare #t table (Id int,Fund Varchar(1),Dated date,amount int)
insert into #t (id,Fund,dated,amount) values (1,'A','01/20/2015',250),
(2,'A','01/28/2015',300),
(3,'A','03/20/2015',400),
(4,'A','03/30/2015',200),
(5,'B','04/01/2015',600),
(6,'B','04/01/2015',500)
;with cte as (
select ID,Fund,Amount,Dated,ROW_NUMBER() OVER
(PARTITION BY DATEDIFF(MONTH, '20000101', dated)ORDER BY dated desc)AS RN from #t
group by ID,Fund,DATED,Amount
),
CTE2 AS
(select SUM(amount)Amt from #t
GROUP BY MONTH(dated))
,CTE3 AS
(Select Amt,ROW_NUMBER()OVER (ORDER BY amt)R from cte2)
,CTE4 AS
(
Select DISTINCT C.ID As ID,
C.Fund As Fund,
C.Dated As Dated
,ROW_NUMBER()OVER (PARTITION BY RN ORDER BY (SELECT NULL))R
from cte C INNER JOIN CTE3 CC ON c.RN = CC.R
Where C.RN = 1
GROUP BY C.ID,C.Fund,C.RN,C.Dated )
select C.R,C.Fund,C.Dated,cc.Amt from CTE4 C INNER JOIN CTE3 CC
ON c.R = cc.R
declare #TableName table([Id] int, [Fund] varchar(1), [Date] datetime, [Amount] int)
declare #Sample table([SampleDate] datetime)
INSERT INTO #TableName
([Id], [Fund], [Date], [Amount])
VALUES
(1, 'A', '20150120 00:00:00', 250),
(2, 'A', '20150128 00:00:00', 300),
(3, 'A', '20150320 00:00:00', 400),
(4, 'A', '20150330 00:00:00', 200),
(5, 'B', '20150401 00:00:00', 500),
(6, 'B', '20150401 00:00:00', 600)
INSERT INTO #Sample ([SampleDate])
values ('20150128 00:00:00'), ('20150330 00:00:00'), ('20150401 00:00:00')
-- select * from #TableName
-- select * from #Sample
;WITH groups AS (
SELECT [Fund], [Date], [AMOUNT], MIN([SampleDate]) [SampleDate] FROM #TableName
JOIN #Sample ON [Date] <= [SampleDate]
GROUP BY [Fund], [Date], [AMOUNT])
SELECT [Fund], [SampleDate], SUM([AMOUNT]) FROM groups
GROUP BY [Fund], [SampleDate]
Explanation:
The CTE groups finds the earliest SampleDate which is later than (or equals to) your
data's date and enriches your data accordingly, thus giving them the group to be summed up in.
After that, you can group on the derived date.