Related
My data looks something like this
ProductNumber | YearMonth | Number
1 201803 1
1 201804 3
1 201810 6
2 201807 -3
2 201809 5
Now what I want to have is add an additional entry "6MSum" which is the sum of the last 6 months per ProductNumber (not the last 6 entries).
Please be aware the YearMonth data is not complete, for every ProductNumber there are gaps in between so I cant just use the last 6 entries for the sum. The final result should look something like this.
ProductNumber | YearMonth | Number | 6MSum
1 201803 1 1
1 201804 3 4
1 201810 6 9
2 201807 -3 -3
2 201809 5 2
Additionally I don't want to insert the sum to the table but instead use it in a query like:
SELECT [ProductNumber],[YearMonth],[Number],
6MSum = CONVERT(INT,SUM...)
FROM ...
I found a lot off solutions that use a "sum over period" but only for the last X entries and not for the actual conditional statement of "YearMonth within last 6 months".
Any help would be much appreciated!
Its a SQL Database
EDIT/Answer
It seems to be the case that the gaps within the months have to be filled with data, afterwards something like
sum(Number) OVER (PARTITION BY category
ORDER BY year, week
ROWS 6 PRECEDING) AS 6MSum
Should work.
Reference to the solution : https://dba.stackexchange.com/questions/181773/sum-of-previous-n-number-of-columns-based-on-some-category
You could go the OUTER APPLY route. The following produces your required results exactly:
-- prep data
SELECT
ProductNumber , YearMonth , Number
into #t
FROM ( values
(1, 201803 , 1 ),
(1, 201804 , 3 ),
(1, 201810 , 6 ),
(2, 201807 , -3 ),
(2, 201809 , 5 )
) s (ProductNumber , YearMonth , Number)
-- output
SELECT
ProductNumber
,YearMonth
,Number
,[6MSum]
FROM #t t
outer apply (
SELECT
sum(number) as [6MSum]
FROM #t it
where
it.ProductNumber = t.ProductNumber
and it.yearmonth <= t.yearmonth
and t.yearmonth - it.yearmonth between 0 and 6
) tt
drop table #t
Use outer apply and convert yearmonth to a date, something like this:
with t as (
select t.*,
convert(date, convert(varchar(255), yearmonth) + '01')) as ymd
from yourtable t
)
select t.*, t2.sum_6m
from t outer apply
(select sum(t2.number) as sum_6m
from t t2
where t2.productnumber = t.productnumber and
t2.ymd <= t.ymd and
t2.ymd > dateadd(month, -6, ymd)
) t2;
Just to provide one more option. You can use DATEFROMPARTS to build valid dates from the YearMonth value and then search for values within date ranges.
Testable here: https://rextester.com/APJJ99843
SELECT
ProductNumber , YearMonth , Number
INTO #t
FROM ( values
(1, 201803 , 1 ),
(1, 201804 , 3 ),
(1, 201810 , 6 ),
(2, 201807 , -3 ),
(2, 201809 , 5 )
) s (ProductNumber , YearMonth , Number)
SELECT *
,[6MSum] = (SELECT SUM(number) FROM #t WHERE
ProductNumber = t.ProductNumber
AND DATEFROMPARTS(LEFT(YearMonth,4),RIGHT(YearMonth,2),1) --Build a valid start of month date
BETWEEN
DATEADD(MONTH,-6,DATEFROMPARTS(LEFT(t.YearMonth,4),RIGHT(t.YearMonth,2),1)) --Build a valid start of month date 6 months back
AND DATEFROMPARTS(LEFT(t.YearMonth,4),RIGHT(t.YearMonth,2),1)) --Build a valid end of month date
FROM #t t
DROP TABLE #t
So a working query (provided by a colleauge of mine) can look like this
SELECT [YearMonth]
,[Number]
,[ProductNumber]
, (Select Sum(Number) from [...] DPDS_1 where DPDS.ProductNumber =
DPDS_1.ProductNumber and DPDS_1.YearMonth <= DPDS.YearMonth and DPDS_1.YearMonth >=
convert (int, left (convert (varchar, dateadd(mm, -6, DPDS.YearMonth + '01'), 112),
6)))FROM [...] DPDS
how do I pivot a results query?
currently it looks like this
Hours | Volume
8 | 1000
9 | 1012
10 | 1045
11 | 1598
12 | 1145
13 | 1147
into this
8 |9 |10 |11 |12 |13
1000|1012|1045|1598|1145|1147
I tried the following but its not working
Select #TEMP.volume,
pvt.volume,
#TEMP.volume
pvt.volume
FROM #TEMP
PIVOT (volume FOR [DialHour] IN ( "8", "9", "10", "11","12","13","14","15","16","17","18","19")) AS pvt
You can find a clear example on technet;
https://technet.microsoft.com/en-us/library/ms177410(v=sql.105).aspx
Your code should look more like the below;
Select volume, [8], [9], [10], [11],[12],[13],[14],[15],[16],[17],[18],[19]
FROM
(SELECT volume FROM #TEMP) AS SourceTable
PIVOT
(
hours
FOR volume IN ("8", "9", "10", "11","12","13","14","15","16","17","18","19")
) AS PivotTable;
I am creating this table in T-SQL for demonstration purposes.
CREATE TABLE #TEMP (HOURS INT, VOLUME INT)
INSERT INTO #TEMP VALUES
(8 ,1000),
(9 ,1012),
(10,1045),
(11,1598),
(12,1145),
(13,1147)
;
If you are not using T-SQL (SQL Server), you could run into issues with a Pivot example. The syntax is different in different platforms. Here is a more standard approach.
SELECT
MAX(CASE WHEN HOURS = 8 THEN VOLUME END) AS [8]
,MAX(CASE WHEN HOURS = 9 THEN VOLUME END) AS [9]
,MAX(CASE WHEN HOURS = 10 THEN VOLUME END) AS [10]
,MAX(CASE WHEN HOURS = 11 THEN VOLUME END) AS [11]
,MAX(CASE WHEN HOURS = 12 THEN VOLUME END) AS [12]
,MAX(CASE WHEN HOURS = 13 THEN VOLUME END) AS [13]
FROM #TEMP
;
It is better to label integers/numbers with an alphabet character instead of relying on brackets. This approach should work on any platform.
SELECT
MAX(CASE WHEN HOURS = 8 THEN VOLUME END) AS COL_8
,MAX(CASE WHEN HOURS = 9 THEN VOLUME END) AS COL_9
,MAX(CASE WHEN HOURS = 10 THEN VOLUME END) AS COL_10
,MAX(CASE WHEN HOURS = 11 THEN VOLUME END) AS COL_11
,MAX(CASE WHEN HOURS = 12 THEN VOLUME END) AS COL_12
,MAX(CASE WHEN HOURS = 13 THEN VOLUME END) AS COL_13
FROM #TEMP
;
This assumes you are working with SQL Server , then it is always better to use dynamic PIVOT approach
declare #col nvarchar(max), #query nvarchar(max)
select #col = stuff(
(select ','+quotename(Hours) from #tm for xml path('')),
1,1, '')
set #query = N'select * from
(
select * from #tm
)a
PIVOT
(
MAX(Volume) for Hours in ('+#col+')
)pvt'
EXECUTE sp_executesql #query
Result :
8 9 10 11 12 13
1000 1012 1045 1598 1145 1147
It is always good to use pivot query in addition to an ID column , to simplify u can get result set this way
WITH cte
AS (
SELECT *
FROM #TEMP
PIVOT(max(volume) FOR [DialHour] IN (
"8"
,"9"
,"10"
,"11"
,"12"
,"13"
,"14"
,"15"
,"16"
,"17"
,"18"
,"19"
)) AS pvt
)
SELECT 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19...
FROM cte
I have a table in SQL Server 2014 with this schema:
OccuredDate (date) TypeID (int)
2014-1-1 1
2014-1-2 1
2014-2-5 4
2015-5-23 2
2015-6-3 3
…it has thousands of rows comprised of dates & typeIDs, spanning years.
So that I can plot this to a charting component, I’m trying to build a query that for a given year 1) returns one row per-month that 2) counts the total number of TypeID instances for the given TypeIDs. The charting component prefers columns for the type counts.
So for "2014" it would look like this:
MonthDate TypeOne TypeTwo TypeThree TypeFour
2014-1-1 2 0 0 0
2014-2-1 0 0 0 1
or:
Year Month TypeOne TypeTwo TypeThree TypeFour
2014 Jan 2 0 0 0
2014 Feb 0 0 0 1
Spent most of the night on it but no luck. Is there some dark SQL magic that will do this?
thanks!
You can do it using pivot, with something like this:
SELECT OccuredDate, [1], [2], [3], [4]
FROM
(
SELECT OccuredDate, TypeID FROM Table1) AS SourceTable
PIVOT
(
count(TypeID) FOR TypeID IN ([1], [2], [3], [4])
) AS PivotTable
And per month version:
SELECT
DATEADD(month, DATEDIFF(month, 0, OccuredDate), 0) as Month,
sum([1]) as [1],
sum([2]) as [2],
sum([3]) as [3],
sum([4]) as [4]
FROM
(
SELECT OccuredDate, TypeID FROM Table1) AS SourceTable
PIVOT
(
count(TypeID) FOR TypeID IN ([1], [2], [3], [4])
) AS PivotTable
group by
DATEADD(month, DATEDIFF(month, 0, OccuredDate), 0)
You can test this in SQL Fiddle: daily and monthly
Edit: Rewrote the monthly SQL
I'm working with SSRS and I'm trying to populate a report to show monthly counts grouped by categories. The report should have the categories listed as row headers and all months of the year shown as column headers. The requirement is that I need to display all months and categories regardless if there is data that falls within those columns/rows.
My problem is constructing the SQL query to do just that.
Here are examples of the tables I'm working with:
Transaction table:
create table [Transaction] (
ContactID int Primary Key
, CategoryID int
, DateKey int
)
Calendar table:
Note that this table was originally created as a Date Dimension to be used with SSAS but I decided not to use SSAS as cube development was getting overwhelming for me. There are many other fields in this table but these are the fields of importance regarding this issue.
create table [Calendar] (
DateID int Primary Key
, Date datetime
, Year nchar(4)
, Month nvarchar(2)
)
Category table:
create table [Category] (
CategoryID int Primary Key
, CategoryName nvarchar
)
The query needs to return a dataset to be used in SSRS to populate a report similar to the following:
Category | Jan | Feb | Mar | Apr | May | June | etc...
--------------------------------------------------------------------
Category A | - | - | - | - | - | - | etc...
--------------------------------------------------------------------
Category B | - | - | - | - | - | - | etc...
--------------------------------------------------------------------
Category C | - | - | - | - | - | - | etc...
I know that it involved some combination of OUTER JOINS, GROUP BY, and subqueries. I just can't wrap my head around how to accomplish this.
I'd be very happy if someone could assist me in this issue.
Thanks
The following query gets all the categories in the transactions. It is pivoting on the month, by extracting the month from the date and counting the number of transactions. This will return a row for all categories in the data
select c.categoryName,
sum(case when extract(month from date) = 1 then 1 else 0 end) as Jan,
sum(case when extract(month from date) = 2 then 1 else 0 end) as Feb,
sum(case when extract(month from date) = 3 then 1 else 0 end) as Mar,
. . .
from transaction t join
category c
on t.categoryID = c.categoryID
group by categoryName
order by categoryName
If you actually need all categories, even when there are no transactions at all, then use a right outer join:
select c.categoryName,
sum(case when extract(month from date) = 1 then 1 else 0 end) as Jan,
sum(case when extract(month from date) = 2 then 1 else 0 end) as Feb,
sum(case when extract(month from date) = 3 then 1 else 0 end) as Mar,
. . .
from transaction t right outer join
category c
on t.categoryID = c.categoryID
group by categoryName
order by categoryName
You could use the PIVOT function:
WITH Data AS
( SELECT CategoryName,
Calendar.[Month],
ContactID
FROM Category
LEFT JOIN [Transaction]
ON [Transaction].CategoryID = Category.CategoryID
LEFT JOIN Calendar
AND [Transaction].DateKey = Calendar.DateID
)
SELECT CategoryName,
[1] AS [Jan],
[2] AS [Feb],
[3] AS [Mar],
[4] AS [Apr],
[5] AS [May],
[6] AS [Jun],
[7] AS [Jul],
[8] AS [Aug],
[9] AS [Sep],
[10] AS [Oct],
[11] AS [Nov],
[12] AS [Dec]
FROM Data
PIVOT
( COUNT(ContactID)
FOR [Month] IN ([1], [2], [3], [4], [5], [6], [7], [8], [9], [10], [11], [12])
) pvt
I need some help producing a MS SQL 2012 query that will match the desired stair-step output. The rows summarize data by one date range (account submission date month), and the columns summarize it by another date range (payment date month)
Table 1: Accounts tracks accounts placed for collections.
CREATE TABLE [dbo].[Accounts](
[AccountID] [nchar](10) NOT NULL,
[SubmissionDate] [date] NOT NULL,
[Amount] [money] NOT NULL,
CONSTRAINT [PK_Accounts] PRIMARY KEY CLUSTERED (AccountID ASC))
INSERT INTO [dbo].[Accounts] VALUES ('1000', '2012-01-01', 1999.00)
INSERT INTO [dbo].[Accounts] VALUES ('1001', '2012-01-02', 100.00)
INSERT INTO [dbo].[Accounts] VALUES ('1002', '2012-02-05', 350.00)
INSERT INTO [dbo].[Accounts] VALUES ('1003', '2012-03-01', 625.00)
INSERT INTO [dbo].[Accounts] VALUES ('1004', '2012-03-10', 50.00)
INSERT INTO [dbo].[Accounts] VALUES ('1005', '2012-03-10', 10.00)
Table 2: Trans tracks payments made
CREATE TABLE [dbo].[Trans](
[TranID] [int] IDENTITY(1,1) NOT NULL,
[AccountID] [nchar](10) NOT NULL,
[TranDate] [date] NOT NULL,
[TranAmount] [money] NOT NULL,
CONSTRAINT [PK_Trans] PRIMARY KEY CLUSTERED (TranID ASC))
INSERT INTO [dbo].[Trans] VALUES (1000, '2012-01-15', 300.00)
INSERT INTO [dbo].[Trans] VALUES (1000, '2012-02-15', 300.00)
INSERT INTO [dbo].[Trans] VALUES (1000, '2012-03-15', 300.00)
INSERT INTO [dbo].[Trans] VALUES (1002, '2012-02-20', 325.00)
INSERT INTO [dbo].[Trans] VALUES (1002, '2012-04-20', 25.00)
INSERT INTO [dbo].[Trans] VALUES (1003, '2012-03-24', 625.00)
INSERT INTO [dbo].[Trans] VALUES (1004, '2012-03-28', 31.00)
INSERT INTO [dbo].[Trans] VALUES (1004, '2012-04-12', 5.00)
INSERT INTO [dbo].[Trans] VALUES (1005, '2012-04-08', 7.00)
INSERT INTO [dbo].[Trans] VALUES (1005, '2012-04-28', 3.00)
Here's what the desired output should look like
*Total Payments in Each Month*
SubmissionYearMonth TotalAmount | 2012-01 2012-02 2012-03 2012-04
--------------------------------------------------------------------
2012-01 2099.00 | 300.00 300.00 300.00 0.00
2012-02 350.00 | 325.00 0.00 25.00
2012-03 685.00 | 656.00 15.00
The first two columns sum Account.Amount grouping by month.
The last 4 columns sum the Tran.TranAmount, by month, for Accounts placed in the given month of the current row.
The query I've been working with feel close. I just don't have the lag correct.
Here's the query I'm working with thus far:
Select SubmissionYearMonth,
TotalAmount,
pt.[0] AS MonthOld0,
pt.[1] AS MonthOld1,
pt.[2] AS MonthOld2,
pt.[3] AS MonthOld3,
pt.[4] AS MonthOld4,
pt.[5] AS MonthOld5,
pt.[6] AS MonthOld6,
pt.[7] AS MonthOld7,
pt.[8] AS MonthOld8,
pt.[9] AS MonthOld9,
pt.[10] AS MonthOld10,
pt.[11] AS MonthOld11,
pt.[12] AS MonthOld12,
pt.[13] AS MonthOld13
From (
SELECT Convert(Char(4),Year(SubmissionDate)) + '-' + Right('00' + Convert(VarChar(2), DatePart(Month, SubmissionDate)),2) AS SubmissionYearMonth,
SUM(Amount) AS TotalAmount
FROM Accounts
GROUP BY Convert(Char(4),Year(SubmissionDate)) + '-' + Right('00' + Convert(VarChar(2), DatePart(Month, SubmissionDate)),2)
)
AS AccountSummary
OUTER APPLY
(
SELECT *
FROM (
SELECT CASE WHEN DATEDIFF(Month, SubmissionDate, TranDate) < 13
THEN DATEDIFF(Month, SubmissionDate, TranDate)
ELSE 13
END AS PaymentMonthAge,
TranAmount
FROM Trans INNER JOIN Accounts ON Trans.AccountID = Accounts.AccountID
Where Convert(Char(4),Year(TranDate)) + '-' + Right('00' + Convert(VarChar(2), DatePart(Month, TranDate)),2)
= AccountSummary.SubmissionYearMonth
) as TransTemp
PIVOT (SUM(TranAmount)
FOR PaymentMonthAge IN ([0],
[1],
[2],
[3],
[4],
[5],
[6],
[7],
[8],
[9],
[10],
[11],
[12],
[13])) as TransPivot
) as pt
It's producing the following output:
SubmissionYearMonth TotalAmount MonthOld0 MonthOld1 MonthOld2 MonthOld3 ...
2012-01 2099.00 300.00 NULL NULL NULL ...
2012-02 350.00 325.00 300.00 NULL NULL ...
2012-03 685.00 656.00 NULL 300.00 NULL ...
As for the column date headers. I'm not sure what the best option is here. I could add an additional set of columns and create a calculated value that I could use in the resulting report.
SQL Fiddle: http://www.sqlfiddle.com/#!6/272e5/1/0
Since you are using SQL Server 2012, we can use the Format function to make the date pretty. There is no need to group by the strings. Instead, I find it useful to use the proper data type for as long as I can and only use Format or Convert on display (or not at all and let the middle tier handle the display).
In this solution, I arbitrarily assumed the earliest TransDate and extract from it, the first day of that month. However, one could easily replace that expression with a static value of the start date desired and this solution would take that and the next 12 months.
With SubmissionMonths As
(
Select DateAdd(d, -Day(A.SubmissionDate) + 1, A.SubmissionDate) As SubmissionMonth
, A.Amount
From dbo.Accounts As A
)
, TranMonths As
(
Select DateAdd(d, -Day(Min( T.TranDate )) + 1, Min( T.TranDate )) As TranMonth
, 1 As MonthNum
From dbo.Accounts As A
Join dbo.Trans As T
On T.AccountId = A.AccountId
Join SubmissionMonths As M
On A.SubmissionDate >= M.SubmissionMonth
And A.SubmissionDate < DateAdd(m,1,SubmissionMonth)
Union All
Select DateAdd(m, 1, TranMonth), MonthNum + 1
From TranMonths
Where MonthNum < 12
)
, TotalBySubmissionMonth As
(
Select M.SubmissionMonth, Sum( M.Amount ) As Total
From SubmissionMonths As M
Group By M.SubmissionMonth
)
Select Format(SMT.SubmissionMonth,'yyyy-MM') As SubmissionMonth, SMT.Total
, Sum( Case When TM.MonthNum = 1 Then T.TranAmount End ) As Month1
, Sum( Case When TM.MonthNum = 2 Then T.TranAmount End ) As Month2
, Sum( Case When TM.MonthNum = 3 Then T.TranAmount End ) As Month3
, Sum( Case When TM.MonthNum = 4 Then T.TranAmount End ) As Month4
, Sum( Case When TM.MonthNum = 5 Then T.TranAmount End ) As Month5
, Sum( Case When TM.MonthNum = 6 Then T.TranAmount End ) As Month6
, Sum( Case When TM.MonthNum = 7 Then T.TranAmount End ) As Month7
, Sum( Case When TM.MonthNum = 8 Then T.TranAmount End ) As Month8
, Sum( Case When TM.MonthNum = 9 Then T.TranAmount End ) As Month9
, Sum( Case When TM.MonthNum = 10 Then T.TranAmount End ) As Month10
, Sum( Case When TM.MonthNum = 11 Then T.TranAmount End ) As Month11
, Sum( Case When TM.MonthNum = 12 Then T.TranAmount End ) As Month12
From TotalBySubmissionMonth As SMT
Join dbo.Accounts As A
On A.SubmissionDate >= SMT.SubmissionMonth
And A.SubmissionDate < DateAdd(m,1,SMT.SubmissionMonth)
Join dbo.Trans As T
On T.AccountId = A.AccountId
Join TranMonths As TM
On T.TranDate >= TM.TranMonth
And T.TranDate < DateAdd(m,1,TM.TranMonth)
Group By SMT.SubmissionMonth, SMT.Total
SQL Fiddle version
The following query pretty much returns what you want. You need to do the to operations separately. I just join the results together:
select a.yyyymm, a.Amount,
t201201, t201202, t201203, t201204
from (select LEFT(convert(varchar(255), a.submissiondate, 121), 7) as yyyymm,
SUM(a.Amount) as amount
from Accounts a
group by LEFT(convert(varchar(255), a.submissiondate, 121), 7)
) a left outer join
(select LEFT(convert(varchar(255), a.submissiondate, 121), 7) as yyyymm,
sum(case when trans_yyyymm = '2012-01' then tranamount end) as t201201,
sum(case when trans_yyyymm = '2012-02' then tranamount end) as t201202,
sum(case when trans_yyyymm = '2012-03' then tranamount end) as t201203,
sum(case when trans_yyyymm = '2012-04' then tranamount end) as t201204
from Accounts a join
(select t.*, LEFT(convert(varchar(255), t.trandate, 121), 7) as trans_yyyymm
from trans t
) t
on a.accountid = t.accountid
group by LEFT(convert(varchar(255), a.submissiondate, 121), 7)
) t
on a.yyyymm = t.yyyymm
order by 1
I am getting a NULL where you have a 0.00 in two cells.
Thomas, I used your response as inspiration for the following solution I ended up using.
I first create a SubmissionDate, TranDate cross join skeleton date matrix, that I later use to join on the AccountSummary and TranSummary data.
The resulting query output isn't formatted in columns, per TranDate month. Rather I'm using output in a SQL Server Reporting Services matrix, and using a column grouping, based off the TranSummaryMonthNum column, to get the desired formatted output.
SQL Fiddle version
;
WITH
--Generate a list of Dates, from the first SubmissionDate, through today.
--Note: Requires the use of: 'OPTION (MAXRECURSION 0)' to generate a list with more than 100 dates.
CTE_AutoDates AS
( Select Min(SubmissionDate) as FiscalDate
From Accounts
UNION ALL
SELECT DATEADD(Day, 1, FiscalDate)
FROM CTE_AutoDates
WHERE DATEADD(Day, 1, FiscalDate) <= GetDate()
),
FiscalDates As
( SELECT FiscalDate,
DATEFROMPARTS(Year(FiscalDate), Month(FiscalDate), 1) as FiscalMonthStartDate
FROM CTE_AutoDates
--Optionaly filter Fiscal Dates by the last known Math.Max(SubmissionDate, TranDate)
Where FiscalDate <= (Select Max(MaxDate)
From (Select Max(SubmissionDate) as MaxDate From Accounts
Union All
Select Max(TranDate) as MaxDate From Trans
) as MaxDates
)
),
FiscalMonths as
( SELECT Distinct FiscalMonthStartDate
FROM FiscalDates
),
--Matrix to store the reporting date groupings for the Account submission and payment periods.
SubmissionAndTranMonths AS
( Select AM.FiscalMonthStartDate as SubmissionMonthStartDate,
TM.FiscalMonthStartDate as TransMonthStartDate,
DateDiff(Month, (Select Min(FiscalMonthStartDate) From FiscalMonths), TM.FiscalMonthStartDate) as TranSummaryMonthNum
From FiscalMonths AS AM
Join FiscalMonths AS TM
ON TM.FiscalMonthStartDate >= AM.FiscalMonthStartDate
),
AccountData as
( Select A.AccountID,
A.Amount,
FD.FiscalMonthStartDate as SubmissionMonthStartDate
From Accounts as A
Inner Join FiscalDates as FD
ON A.SubmissionDate = FD.FiscalDate
),
TranData as
( Select T.AccountID,
T.TranAmount,
AD.SubmissionMonthStartDate,
FD.FiscalMonthStartDate as TranMonthStartDate
From Trans as T
Inner Join AccountData as AD
ON T.AccountID = AD.AccountID
Inner Join FiscalDates AS FD
ON T.TranDate = FD.FiscalDate
),
AccountSummaryByMonth As
( Select ASM.FiscalMonthStartDate,
Sum(AD.Amount) as TotalSubmissionAmount
From FiscalMonths as ASM
Inner Join AccountData as AD
ON ASM.FiscalMonthStartDate = AD.SubmissionMonthStartDate
Group By
ASM.FiscalMonthStartDate
),
TranSummaryByMonth As
( Select STM.SubmissionMonthStartDate,
STM.TransMonthStartDate,
STM.TranSummaryMonthNum,
Sum(TD.TranAmount) as TotalTranAmount
From SubmissionAndTranMonths as STM
Inner Join TranData as TD
ON STM.SubmissionMonthStartDate = TD.SubmissionMonthStartDate
AND STM.TransMonthStartDate = TD.TranMonthStartDate
Group By
STM.SubmissionMonthStartDate,
STM.TransMonthStartDate,
STM.TranSummaryMonthNum
)
--#Inspect 1
--Select * From SubmissionAndTranMonths
--OPTION (MAXRECURSION 0)
--#Inspect 1 Results
--SubmissionMonthStartDate TransMonthStartDate TranSummaryMonthNum
--2012-01-01 2012-01-01 0
--2012-01-01 2012-02-01 1
--2012-01-01 2012-03-01 2
--2012-01-01 2012-04-01 3
--2012-02-01 2012-02-01 1
--2012-02-01 2012-03-01 2
--2012-02-01 2012-04-01 3
--2012-03-01 2012-03-01 2
--2012-03-01 2012-04-01 3
--2012-04-01 2012-04-01 3
--#Inspect 2
--Select * From AccountSummaryByMonth
--OPTION (MAXRECURSION 0)
--#Inspect 2 Results
--FiscalMonthStartDate TotalSubmissionAmount
--2012-01-01 2099.00
--2012-02-01 350.00
--2012-03-01 685.00
--#Inspect 3
--Select * From TranSummaryByMonth
--OPTION (MAXRECURSION 0)
--#Inspect 3 Results
--SubmissionMonthStartDate TransMonthStartDate TranSummaryMonthNum TotalTranAmount
--2012-01-01 2012-01-01 0 300.00
--2012-01-01 2012-02-01 1 300.00
--2012-01-01 2012-03-01 2 300.00
--2012-02-01 2012-02-01 1 325.00
--2012-02-01 2012-04-01 3 25.00
--2012-03-01 2012-03-01 2 656.00
--2012-03-01 2012-04-01 3 15.00
Select STM.SubmissionMonthStartDate,
ASM.TotalSubmissionAmount,
STM.TransMonthStartDate,
STM.TranSummaryMonthNum,
TSM.TotalTranAmount
From SubmissionAndTranMonths as STM
Inner Join AccountSummaryByMonth as ASM
ON STM.SubmissionMonthStartDate = ASM.FiscalMonthStartDate
Left Join TranSummaryByMonth AS TSM
ON STM.SubmissionMonthStartDate = TSM.SubmissionMonthStartDate
AND STM.TransMonthStartDate = TSM.TransMonthStartDate
Order By STM.SubmissionMonthStartDate, STM.TranSummaryMonthNum
OPTION (MAXRECURSION 0)
--#Results
--SubmissionMonthStartDate TotalSubmissionAmount TransMonthStartDate TranSummaryMonthNum TotalTranAmount
--2012-01-01 2099.00 2012-01-01 0 300.00
--2012-01-01 2099.00 2012-02-01 1 300.00
--2012-01-01 2099.00 2012-03-01 2 300.00
--2012-01-01 2099.00 2012-04-01 3 NULL
--2012-02-01 350.00 2012-02-01 1 325.00
--2012-02-01 350.00 2012-03-01 2 NULL
--2012-02-01 350.00 2012-04-01 3 25.00
--2012-03-01 685.00 2012-03-01 2 656.00
--2012-03-01 685.00 2012-04-01 3 15.00
The following query exactly duplicates the results of your final query in your own answer but takes no more than 1/30th the CPU (or better), plus is a whole lot simpler.
If I had the time & energy I am sure I could find even more improvements... my gut tells me I might not have to hit the Accounts table so many times. But in any case, it's a huge improvement and should perform very well even for very large result sets.
See the SqlFiddle for it.
WITH L0 AS (SELECT 1 N UNION ALL SELECT 1),
L1 AS (SELECT 1 N FROM L0, L0 B),
L2 AS (SELECT 1 N FROM L1, L1 B),
L3 AS (SELECT 1 N FROM L2, L2 B),
L4 AS (SELECT 1 N FROM L3, L2 B),
Nums AS (SELECT N = Row_Number() OVER (ORDER BY (SELECT 1)) FROM L4),
Anchor AS (
SELECT MinDate = DateAdd(month, DateDiff(month, '20000101', Min(SubmissionDate)), '20000101')
FROM dbo.Accounts
),
MNums AS (
SELECT N
FROM Nums
WHERE
N <= DateDiff(month,
(SELECT MinDate FROM Anchor),
(SELECT Max(TranDate) FROM dbo.Trans)
) + 1
),
A AS (
SELECT
AM.AccountMo,
Amount = Sum(A.Amount)
FROM
dbo.Accounts A
CROSS APPLY (
SELECT DateAdd(month, DateDiff(month, '20000101', A.SubmissionDate), '20000101')
) AM (AccountMo)
GROUP BY
AM.AccountMo
), T AS (
SELECT
AM.AccountMo,
TM.TranMo,
TotalTranAmount = Sum(T.TranAmount)
FROM
dbo.Accounts A
CROSS APPLY (
SELECT DateAdd(month, DateDiff(month, '20000101', A.SubmissionDate), '20000101')
) AM (AccountMo)
INNER JOIN dbo.Trans T
ON A.AccountID = T.AccountID
CROSS APPLY (
SELECT DateAdd(month, DateDiff(month, '20000101', T.TranDate), '20000101')
) TM (TranMo)
GROUP BY
AM.AccountMo,
TM.TranMo
)
SELECT
SubmissionStartMonth = A.AccountMo,
TotalSubmissionAmount = A.Amount,
M.TransMonth,
TransMonthNum = N.N - 1,
T.TotalTranAmount
FROM
A
INNER JOIN MNums N
ON N.N >= DateDiff(month, (SELECT MinDate FROM Anchor), A.AccountMo) + 1
CROSS APPLY (
SELECT TransMonth = DateAdd(month, N.N - 1, (SELECT MinDate FROM Anchor))
) M
LEFT JOIN T
ON A.AccountMo = T.AccountMo
AND M.TransMonth = T.TranMo
ORDER BY
A.AccountMo,
M.TransMonth;