Not sure how to even phrase the title on this one!
I have the following data:
IF OBJECT_ID (\'tempdb..#data\') IS NOT NULL DROP TABLE #data
CREATE TA
You don't need a "real" recursive CTE here. You can use one for the month references though:
;WITH Months
as
(
SELECT DATEADD(day, -DATEPART(day, GETDATE())+1, GETDATE()) as 'MonthStart'
UNION ALL
SELECT DATEADD(month, -1, MonthStart) as 'MonthStart'
FROM Months
)
Then you can JOIN to SELECT TOP 13 * FROM Months in your above query.
I'm not going to try to parse all your CASE statements, but essentially you can use a GROUP BY on the date and the MonthStart fields, like:
GROUP BY Datepart(year, monthstart), Datepart(month, monthstart)
and aggregate by month. It will probably be easiest to have all your options (active, lapsed, etc) as columns and calculate each with a SUM(CASE WHEN ... THEN 1 ELSE 0 END) as it will be easier with a GROUP BY.