SUM from Specific Date until the end of the month SQL - sql

Question

I have the following table:
ID GROUPID oDate oValue
1 A 2014-06-01 100
2 A 2014-06-02 200
3 A 2014-06-03 300
4 A 2014-06-04 400
5 A 2014-06-05 500
FF. until the end of the month
30 A 2014-06-30 600
I have 3 kinds of GROUPID, and each group will create one record per day.
I want to calculate the total of oValue from the 2nd day of each month until the end of the month. So the total of June would be from 2/Jun/2014 until 30/Jun/2014. If July, then the total would be from 2/Jul/2014 until 31/Jul/2014.
The output will be like this (sample):
GROUPID MONTH YEAR tot_oValue
A 6 2014 2000
A 7 2014 3000
B 6 2014 1500
B 7 2014 5000
Does anyone know how to solve this with sql syntax?
Thank you.

Answer 1

You can use a correlated subquery to get this:
SELECT T.ID,
T.GroupID,
t.oDate,
T.oValue,
ct.TotalToEndOfMonth
FROM T
OUTER APPLY
( SELECT TotalToEndOfMonth = SUM(oValue)
FROM T AS T2
WHERE T2.GroupID = T.GroupID
AND T2.oDate >= T.oDate
AND T2.oDate < DATEADD(MONTH, DATEDIFF(MONTH, 0, T.oDate) + 1, 0)
) AS ct;
For your example data this gives:
ID GROUPID ODATE OVALUE TOTALTOENDOFMONTH
1 A 2014-06-01 100 2100
2 A 2014-06-02 200 2000
3 A 2014-06-03 300 1800
4 A 2014-06-04 400 1500
5 A 2014-06-05 500 1100
30 A 2014-06-30 600 600
Example on SQL Fiddle
For future reference if you ever upgrade, in SQL Server 2012 (and later) this becomes even easier with windowed aggregate functions that allow ordering:
SELECT T.*,
TotalToEndOfMonth = SUM(oValue)
OVER (PARTITION BY GroupID,
DATEPART(YEAR, oDate),
DATEPART(MONTH, oDate)
ORDER BY oDate DESC)
FROM T
ORDER BY oDate;
Example on SQL Fiddle
EDIT
If you only want this for the 2nd of each month, but still need all the fields then you can just filter the results of the first query I posted:
SELECT T.ID,
T.GroupID,
t.oDate,
T.oValue,
ct.TotalToEndOfMonth
FROM T
OUTER APPLY
( SELECT TotalToEndOfMonth = SUM(oValue)
FROM T AS T2
WHERE T2.GroupID = T.GroupID
AND T2.oDate >= T.oDate
AND T2.oDate < DATEADD(MONTH, DATEDIFF(MONTH, 0, T.oDate) + 1, 0)
) AS ct
WHERE DATEPART(DAY, T.oDate) = 2;
Example on SQL Fiddle
If you are only concerned with the total then you can use:
SELECT T.GroupID,
[Month] = DATEPART(MONTH, oDate),
[Year] = DATEPART(YEAR, oDate),
tot_oValue = SUM(T.oValue)
FROM T
WHERE DATEPART(DAY, T.oDate) >= 2
GROUP BY T.GroupID, DATEPART(MONTH, oDate), DATEPART(YEAR, oDate);
Example on SQL Fiddle

Answer 2

Not sure whether you have data for different years
Select YEAR(oDate),MONTH(oDate),SUM(Value)
From #Temp
Where DAY(oDate)>1
Group By YEAR(oDate),MONTH(oDate)

Answer 3

If you want grouped per GROUPID, year and month this should do it:
SELECT
GROUPID,
[MONTH] = MONTH(oDate),
[YEAR] = YEAR(oDate),
tot_oValue = SUM(ovalue)
FROM your_table
WHERE DAY(odate) > 1
GROUP BY GROUPID, YEAR(oDate), MONTH(oDate)
ORDER BY GROUPID, YEAR(oDate), MONTH(oDate)

Answer 4

This query produces required output:
SELECT GROUPID, MONTH(oDate) AS "Month", YEAR(oDate) AS "Year", SUM(oValue) AS tot_oValue
FROM table_name
WHERE DAY(oDate) > 1
GROUP BY GROUPID, YEAR(oDate), MONTH(oDate)
ORDER BY GROUPID, YEAR(oDate), MONTH(oDate)