How To Get Running Subtotal with Group By in SQL Server - sql

Question

How can I get a running sub-total of amounts for a group in SQL 2014?
I have a table with transaction amounts. I need to summarize to get a row for each project and quarter for which there is data, and need a running subtotal within each project. The running total would need to reset to zero for each new project.
Here is what I have so far:
SELECT [ProjectId]
, SUM( ActualAmount) AS PeriodAmount
, SUM( ActualAmount) OVER (PARTITION BY ProjectId ORDER BY ProjectId,YearQuarter)
AS FairMarketValue
FROM GLSnapshot
GROUP BY [ProjectId] , [YearQuarter]
I currently get this error:
Msg 8120, Level 16, State 1, Line 3
Column 'GLSnapshot.ActualAmount' is invalid in the
select list because it is not contained in either an
aggregate function or the GROUP BY clause.
Sample Data: Assuming I have the following data for table GLSnapshot:
ProjectId, YearQuarter, ActualAmount
'A', '2015Q1' , 9000.00
'A', '2015Q1' , 100.00
'A', '2015Q2' , 50.00
'A', '2015Q3' , 50.00
'A', '2015Q3' , 200.00
'B', '2015Q1' ,80000.00
I should get the following result for
ProjectId, YearQuarter, PeriodAmount, FairMarketValue (Running Subtotal):
'A', '2015Q1' , 9100.00 , 9100.00
'A', '2015Q2' , 50.00 , 9150.00
'A', '2015Q3' , 250.00 , 9400.00
'B', '2015Q1' ,80000.00 , 80000.00

Answer 1

OLAP functions are calculated after aggregation, you can't use ActualAmount, must be SUM( ActualAmount). And there's no need to order by ProjectId because it's already in PARTITION BY. Finally use ROWS UNBOUNDED PRECEDING otherwise it defaults to RANGE UNBOUNDED PRECEDING which is more expensive and might not return the expected result:
SELECT [ProjectId]
, [YearQuarter]
, SUM( ActualAmount) AS PeriodAmount
, SUM( SUM( ActualAmount))
OVER (PARTITION BY ProjectId
ORDER BY YearQuarter
ROWS UNBOUNDED PRECEDING) AS FairMarketValue
FROM GLSnapshot
GROUP BY [ProjectId] , [YearQuarter]

Answer 2

Try this:
CREATE TABLE #GLSnapshot (ProjectId VARCHAR(5), YearQuarter VARCHAR(6), ActualAmount NUMERIC(18,2))
INSERT INTO #GLSnapshot
SELECT 'A', '2015Q1' , 9000.00 UNION ALL
SELECT 'A', '2015Q1' , 100.00 UNION ALL
SELECT 'A', '2015Q2' , 50.00 UNION ALL
SELECT 'A', '2015Q3' , 50.00 UNION ALL
SELECT 'A', '2015Q3' , 200.00 UNION ALL
SELECT 'B', '2015Q1' ,80000.00
;WITH T
AS
(
SELECT ROW_NUMBER() over(partition by ProjectId ORDER by YearQuarter) RN,
ProjectId,YearQuarter,sum(ActualAmount) PeriodAmount
FROM #GLSnapshot
GROUP BY ProjectId,YearQuarter
)
SELECT T1.ProjectId,T1.YearQuarter,T1.PeriodAmount, SUM(T2.PeriodAmount) FairMarketValue
FROM T T1
INNER JOIN T T2 ON T1.ProjectId = T2.ProjectId and T1.RN >= T2.RN
GROUP BY T1.ProjectId,T1.YearQuarter,T1.PeriodAmount

Answer 3

You can try this query using ROWS UNBOUNDED PRECEDING
;with cte as (
select ProjectID, YearQuarter, ActualAmount
from GLSnapshot
) , cte2 as (
select ProjectID, YearQuarter, sum(ActualAmount) SumActualAmount from cte Group by ProjectID, YearQuarter
) Select *, sum(SumActualAmount) over(partition by projectid order by projectid, yearquarter rows unbounded preceding) as RunningTotal from cte2

Answer 4

You can use rows unbounded preceding which will give running total
;with cte as (
select ProjectID, YearQuarter, ActualAmount
from GLSnapshot
) , cte2 as (
select ProjectID, YearQuarter, sum(ActualAmount) SumActualAmount from cte Group by ProjectID, YearQuarter
) Select *, sum(SumActualAmount) over(partition by projectid order by projectid, yearquarter rows unbounded preceding) as RunningTotal from cte2