running total for each employee - sql

Question

I have the following query which works great to return a running total of carpool reimbursements for an individual staff member. (employee earns $30 for each 20 trips, trips roll over until the end of the year).
-- carpool quarter stats
use TRPTracking
declare #employeeID NVarChar(100), #year Char(4)
Set #employeeID = 'PSmith'
Set #year = '2014'
------
declare #startDate DateTime, #endDate DateTime
Set #startDate = '1/1/' + #year
Set #endDate = DateAdd(d,-1,DateAdd(yyyy,1,#startDate))
DECLARE #calendar TABLE (Date datetime)
WHILE (#startDate <= #endDate) BEGIN
INSERT INTO #Calendar VALUES (#startDate)
SET #startDate = DATEADD(quarter, 1, #startDate)
END
DECLARE #CarpoolTbl TABLE (quarter varchar(250), value decimal(18,1), runningTotal decimal(18,1), earned money)
DECLARE #runningTotal decimal(18,1), #earned money
SET #runningTotal = 0
SET #earned = 0
INSERT INTO #CarpoolTbl
SELECT CASE DatePart(q, c.date)
WHEN 1 THEN 'Jan-Mar'
WHEN 2 THEN 'Apr-Jun'
WHEN 3 THEN 'Jul-Sep'
WHEN 4 THEN 'Oct-Dec' END AS quarter,
IsNULL(Sum(t.value),0) AS value,
null,
0
FROM #calendar c
LEFT OUTER JOIN events e ON (DatePart(q, c.date) = DatePart(q, e.eventDate) AND e.employeeID = #employeeID AND e.eventType = 'CP' AND Year(eventDate) = #year)
LEFT JOIN types t ON t.typeID = e.eventType
GROUP BY DatePart(q, c.date)
UPDATE #CarpoolTbl
SET #earned = earned = Floor((#runningTotal + value)/20) - Floor(#runningTotal/20),
#runningTotal = runningTotal = #runningTotal + value
FROM #CarpoolTbl
SELECT quarter, value, runningTotal, earned * 30 AS earned
FROM #CarpoolTbl
Now, I want a query that returns this information for all employees. I remove the portion that relates to employeeID and I get what looks to be good. But... what is happening is my running total is running for everyone. I need it to restart for each employee. I can't quite figure out where to add the employeeID grouping in the running total.
-- carpool quarter stats
use TRPTracking
declare #year Char(4)
Set #year = '2014'
------
declare #startDate DateTime, #endDate DateTime
Set #startDate = '1/1/' + #year
Set #endDate = DateAdd(d,-1,DateAdd(yyyy,1,#startDate))
DECLARE #calendar TABLE (Date datetime)
WHILE (#startDate <= #endDate) BEGIN
INSERT INTO #Calendar VALUES (#startDate)
SET #startDate = DATEADD(quarter, 1, #startDate)
END
DECLARE #CarpoolTbl TABLE (dateQ int, quarter varchar(250), employeeID varchar(255), value decimal(18,1), runningTotal decimal(18,1), earned money)
DECLARE #runningTotal decimal(18,1), #earned money
SET #runningTotal = 0
SET #earned = 0
INSERT INTO #CarpoolTbl
SELECT
DatePart(q, c.date),
CASE DatePart(q, c.date)
WHEN 1 THEN 'Jan-Mar'
WHEN 2 THEN 'Apr-Jun'
WHEN 3 THEN 'Jul-Sep'
WHEN 4 THEN 'Oct-Dec' END AS quarter,
e.employeeID,
IsNULL(Sum(t.value),0) AS value,
null,
0
FROM #calendar c
LEFT OUTER JOIN events e ON (DatePart(q, c.date) = DatePart(q, e.eventDate)
AND e.eventType = 'CP' AND Year(eventDate) = #year)
LEFT JOIN types t ON t.typeID = e.eventType
GROUP BY e.employeeID, DatePart(q, c.date)
UPDATE #CarpoolTbl
SET #earned = earned = Floor((#runningTotal + value)/20) - Floor(#runningTotal/20),
#runningTotal = runningTotal = #runningTotal + value
FROM #CarpoolTbl
SELECT c.quarter, c.employeeID, a.DisplayName AS employee, c.value AS trips, earned * 30 AS earned
FROM #CarpoolTbl c
LEFT JOIN SBAIntranet.dbo.NTAuth a ON 'SBA\' + c.employeeID = a.AccountName
ORDER BY dateQ, employeeID
Any thoughts?
EDIT:
Unexpected result with running total for all employees, not by employee:
Qtr Employee trips tripsRunningTotal
Jan-Mar Cathy 5.0 5.0
Apr-Jun Cathy 3.0 375.5
Jul-Sep Cathy 4.0 757.0
Jan-Mar Carol 3.5 8.5
Apr-Jun Carol 16.0 391.5
Jul-Sep Carol 44.5 801.5
EDIT 2:
Ok, here is my revised, cleaner, accurate version. Now, to figure out the earned dollars portion.
-- carpool quarter stats
use TRPTracking
declare #employeeID NVarChar(100), #year Char(4)
Set #year = '2014'
------
declare #startDate DateTime, #endDate DateTime
Set #startDate = '1/1/' + #year
Set #endDate = DateAdd(d,-1,DateAdd(yyyy,1,#startDate))
;WITH cte
AS (SELECT Datepart(qq, e.eventDate) AS quarterNum,
CASE DatePart(qq, e.eventDate)
WHEN 1 THEN 'Jan-Mar'
WHEN 2 THEN 'Apr-Jun'
WHEN 3 THEN 'Jul-Sep'
WHEN 4 THEN 'Oct-Dec' END AS quarter,
e.employeeID,
Sum(t.value) AS trips
FROM events e
LEFT JOIN types t ON t.typeID = e.eventType
WHERE e.eventType = 'CP' AND Year(eventDate) = #year
GROUP BY Datepart(quarter, eventDate), e.employeeID)
SELECT a.quarter, a.employeeID, nta.DisplayName AS employee, trips,
(SELECT Sum(trips)
FROM cte b
WHERE a.employeeID = b.employeeID
AND a.quarter >= b.quarter) as runningTotal
FROM cte a
LEFT JOIN SBAIntranet.dbo.NTAuth nta ON 'SBA\' + a.employeeID = nta.AccountName
ORDER BY a.employeeID, a.quarterNum

Answer 1

Use Correlated Subquery to find the running total after grouping by quarter. Inner Join is another option to do this
;WITH cte
AS (SELECT Datepart(qq, dates) qq,
employee,
Sum(trips) trips
FROM Yourtable
GROUP BY Datepart(qq, dates),
employee)
SELECT Employee,
CASE qq
WHEN 1 THEN 'Jan-Mar'
WHEN 2 THEN 'Apr-Jun'
WHEN 3 THEN 'Jul-Sep'
WHEN 4 THEN 'Oct-Dec'
END AS quarter,
Trips,
(SELECT Sum(trips)
FROM cte b
WHERE a.Employee = b.Employee
AND a.qq >= b.qq) Running_Total
FROM cte a
SQLFIDDLE DEMO