I am trying to get running totals in my View in SQL Server 2008
Here is my tables
BankAccounts ------------ AccountID (KEY) Name Created Transactions ------------ TransactionID (KEY) Description Credit Debit TransDate Created AccountID
Here is my query so far..
SELECT t.Created, t.Description, t.Credit, t.Debit, t.TransDate, t.TransactionID, ba.AccountID,
(isnull(t.Credit,0)-isnull(t.Debit,0))+COALESCE((SELECT SUM(isnull(Credit,0)) - SUM(isnull(Debit,0))
FROM Transactions b
WHERE b.TransDate < t.TransDate
and b.AccountID = t.AccountID),0)
AS RunningTotal
FROM Transactions t
INNER JOIN dbo.BankAccounts ba ON t.AccountID = ba.AccountID
What I'm getting is..
TransDate Credit Debit RunningTotal ----------------------- ---------------------- ---------------------- --------------------- 2011-10-08 20:14:00 NULL 12 49.25 2011-10-08 20:14:00 2.11 NULL 63.36 2011-10-07 20:14:00 42.25 NULL 61.25 2011-10-06 20:14:00 NULL 12.25 19 2011-10-05 20:14:00 31.25 NULL 31.25
What it should look like...
TransDate Credit Debit Running Total ----------------------- ---------------------- ---------------------- --------------------- 2011-10-08 00:31:32.957 NULL 12 51.36 2011-10-08 00:31:32.957 2.11 NULL 63.36 2011-10-07 00:31:32.957 42.25 NULL 61.25 2011-10-06 00:31:32.957 NULL 12.25 19 2011-10-05 00:31:32.960 31.25 NULL 31.25
I'm really close.. just seems when there are 2 transactions for same day, it doesn't calculate it correctly.. any ideas?
I used ROW_NUMBER AND a CTE since you're in 2008
WITH transactionTotal AS
(
SELECT t.Created, t.Description, t.Credit, t.Debit, t.TransDate, t.TransactionID, a.AccountID
, ROW_NUMBER() OVER (ORDER BY TransDate ASC) AS RowNumber
, ( ISNULL(t.Credit, 0) - ISNULL(t.Debit, 0) ) AS TransactionTotal
FROM dbo.Transactions AS t
INNER JOIN dbo.BankAccounts AS a ON t.AccountID = a.AccountID
)
SELECT t.Created, t.Description, t.Credit, t.Debit, t.TransDate, t.TransactionID, t.AccountID
, ( SELECT SUM(tt.TransactionTotal)
FROM transactionTotal AS tt
WHERE tt.RowNumber <= t.RowNumber) AS RunningTotal
FROM transactionTotal AS t
LEFT JOIN transactionTotal AS tt ON t.RowNumber = tt.RowNumber + 1
ORDER BY t.TransDate DESC
SELECT t.Created, t.Description, t.Credit, t.Debit, t.TransDate, t.TransactionID, ba.AccountID,
coalesce((select sum(ISNULL(Credit,0) - ISNULL(Debit, 0))
from Transactions
where TransactionID <= t.TransactionID and
AccountID = ba.AccountID and
convert(date, TransDate) = convert(date, t.TransDate)),0)
AS [Running Total]
FROM Transactions t INNER JOIN
dbo.BankAccounts ba ON t.AccountID = ba.AccountID
--I would use the existing identity column to be 100% sure that I am dealing with the correct transaction.
SELECT t.Created, t.Description, t.Credit, t.Debit, t.TransDate, t.TransactionID, ba.AccountID,
(isnull(t.Credit,0)-isnull(t.Debit,0))+COALESCE((SELECT SUM(isnull(Credit,0)) - SUM(isnull(Debit,0))
FROM Transactions b
WHERE b.TransactionID < t.TransactionID
and b.AccountID = t.AccountID),0)
AS RunningTotal
FROM Transactions t
INNER JOIN dbo.BankAccounts ba ON t.AccountID = ba.AccountID
--also if you change the "Less Than" to "Less Than or Equal To", then you don't have to add the current item:
SELECT t.Created, t.Description, t.Credit, t.Debit, t.TransDate, t.TransactionID, ba.AccountID,
COALESCE((SELECT SUM(isnull(Credit,0)) - SUM(isnull(Debit,0))
FROM Transactions b
WHERE b.TransactionID <= t.TransactionID
and b.AccountID = t.AccountID),0)
AS RunningTotal
FROM Transactions t
INNER JOIN dbo.BankAccounts ba ON t.AccountID = ba.AccountID
Totals should be : (Assuming) Starting Balance: 49.25
TransDate Credit Debit RunningTotal
----------------------- ----------------- -------------- -----------------
2011-10-08 20:14:00 NULL 12 37.25
2011-10-08 20:14:00 2.11 NULL 39.36
2011-10-07 20:14:00 42.25 NULL 81.61
2011-10-06 20:14:00 NULL 12.25 69.36
2011-10-05 20:14:00 31.25 NULL 100.61
if this is Oracle, then there are Window functions. you can use LEAD and/or LAG to perform calculations on the current row with respect to prior or upcoming rows (based on sort order)
I'm trying to use this logic with RowNumber and CTE from above. In my scenario, I need the Running Total to be calculated for a combination of two fields: SalesProdLineID and FiscYerPer. Here's what I have coded (in this example, due to the size of the underlying tables I restricted the results to a single Month:
WITH RunningTotal AS
(
SELECT to2PN.CompanyID, REPLACE(SP.SalesProdLineID, ' Sls PL','') AS SlsPL, vo2PNQtyProd.QtyProdStock, FP.FiscYearPer, FP.FiscPer, FP.FiscYear
, ROW_NUMBER() OVER (ORDER BY SP.SalesProdLineID,FP.FiscYearPer ASC) AS RowNumber
, ( ISNULL(vo2PNQtyProd.QtyProdStock, 0) ) AS RunningTotal
FROM to2PN (NOLOCK)
JOIN to2PNProdTempl (NOLOCK)
ON to2PN.PNKey = to2PNProdTempl.PNKey
JOIN timItem I (NOLOCK)
ON to2PNProdTempl.ItemKey = I.ItemKey
JOIN timSalesProdLine SP (NOLOCK)
ON I.SalesProdLineKey = SP.SalesProdLineKey
JOIN vo2PNQtyProd (NOLOCK)
ON to2PNProdTempl.PNProdTemplKey=vo2PNQtyProd.PNProdTemplKey
JOIN tglFiscalPeriod FP (NOLOCK)
ON I.CompanyID = FP.CompanyID
AND to2PN.ComplDateTime BETWEEN FP.StartDate AND Fp.EndDate
WHERE I.ItemID BETWEEN '0000-0' AND '1999-9'
AND YEAR(to2PN.[ComplDateTime]) = '2018' -- !! COMMENT OUT for final
AND MONTH(to2PN.[ComplDateTime]) = 5 -- !! COMMENT OUT for final
)
SELECT t.CompanyID, t.SlsPL, t.QtyProdStock, t.FiscYearPer, t.FiscPer, t.FiscYear
, ( SELECT SUM(tt.RunningTotal)
FROM RunningTotal AS tt
WHERE tt.RowNumber <= t.RowNumber) AS RunningTotal
FROM RunningTotal AS t
LEFT JOIN RunningTotal AS tt ON t.RowNumber = tt.RowNumber + 1
ORDER BY t.FiscYearPer DESC
The issue is that once it's got the correct total for the first SalesProdLineID, it simply adds that Running total to the next SalesProdLineID.
来源：https://stackoverflow.com/questions/7699400/running-totals-in-a-sql-view