Running Total - Split By Acct

  • This was done using Jeff Modem's stuff. I'd like to do two things:

    #1 There are three AcctId in this example. Would like the running total for each individual AcctId.

    #2 There is a valid code. I'd like to get a running total for non-valids only (valid = 0).

    Any help would be appreciated, thanks!

    CREATE TABLE ##TempRt

    (AcctId numeric(18,0),

    Com_date numeric(18,0),

    Com_Id numeric(18,0),

    Hrs numeric(18,2),

    Valid int)

    INSERT INTO ##TempRt

    (AcctId, Com_date, Com_Id, Hrs, Valid)

    SELECT '914100', '20110722', '305421','0', '0' UNION ALL

    SELECT '914100', '20110722', '305422','0', '1' UNION ALL

    SELECT '931600', '20110707', '301149','0', '1' UNION ALL

    SELECT '931600', '20110707', '301152','0', '1' UNION ALL

    SELECT '931600', '20110708', '301645','1', '0' UNION ALL

    SELECT '931600', '20110708', '301935','0.5', '0' UNION ALL

    SELECT '931600', '20110713', '302732','0.75', '0' UNION ALL

    SELECT '931600', '20110714', '302912','0.25', '0' UNION ALL

    SELECT '931600', '20110714', '302915','1.5', '0' UNION ALL

    SELECT '931600', '20110714', '302917','0.25', '0' UNION ALL

    SELECT '931600', '20110714', '302920','0', '0' UNION ALL

    SELECT '931600', '20110718', '304049','1', '0' UNION ALL

    SELECT '931600', '20110718', '304065','0.25', '0' UNION ALL

    SELECT '931600', '20110718', '304066','1', '0' UNION ALL

    SELECT '931600', '20110718', '304069','0.25', '0' UNION ALL

    SELECT '931600', '20110720', '304655','0.75', '0' UNION ALL

    SELECT '931600', '20110720', '304803','2', '0' UNION ALL

    SELECT '931600', '20110721', '304956','1', '0' UNION ALL

    SELECT '931600', '20110721', '304959','0.5', '0' UNION ALL

    SELECT '931600', '20110721', '305105','2.75', '0' UNION ALL

    SELECT '931600', '20110727', '306573','1.25', '0' UNION ALL

    SELECT '968800', '20110630', '299505','0', '0' UNION ALL

    SELECT '968800', '20110714', '302882','0', '0' UNION ALL

    SELECT '968800', '20110715', '303651','0', '0' UNION ALL

    SELECT '968800', '20110715', '303688','0.25', '0' UNION ALL

    SELECT '968800', '20110727', '306569','0', '0' UNION ALL

    SELECT '968800', '20110804', '308661','0', '0' UNION ALL

    SELECT '968800', '20110804', '308705','0', '0' UNION ALL

    SELECT '968800', '20110804', '308709','0.25', '0' UNION ALL

    SELECT '968800', '20110804', '308743','0.25', '0' UNION ALL

    SELECT '968800', '20110804', '308745','0.5', '0' UNION ALL

    SELECT '968800', '20110804', '308852','2.5', '0' UNION ALL

    SELECT '968800', '20110804', '308870','0', '0' UNION ALL

    SELECT '1048500', '20110630', '299502','0', '0' UNION ALL

    SELECT '1048500', '20110714', '302883','0', '0' UNION ALL

    SELECT '1048500', '20110719', '304268','0.25', '0' UNION ALL

    SELECT '1048500', '20110719', '304435','1.25', '1' UNION ALL

    SELECT '1048500', '20110719', '304436','0.25', '1' UNION ALL

    SELECT '1048500', '20110720', '304666','1', '1' UNION ALL

    SELECT '1048500', '20110727', '306570','0', '0' UNION ALL

    SELECT '1048500', '20110727', '306572','0', '0' UNION ALL

    SELECT '1048500', '20110728', '306871','0.5', '0' UNION ALL

    SELECT '1048500', '20110801', '307691','0.25', '0' UNION ALL

    SELECT '1048500', '20110801', '307695','0.5', '0' UNION ALL

    SELECT '1048500', '20110801', '307709','1', '0' UNION ALL

    SELECT '1048500', '20110801', '307716','0.25', '0' UNION ALL

    SELECT '1048500', '20110801', '307726','0.25', '0' UNION ALL

    SELECT '1048500', '20110803', '308432','4', '0' UNION ALL

    SELECT '1048500', '20110803', '308525','0.25', '0' UNION ALL

    SELECT '1048500', '20110805', '309182','1', '0' UNION ALL

    SELECT '1048500', '20110805', '309184','0.25', '0' UNION ALL

    SELECT '1048500', '20110805', '309192','0.25', '0' UNION ALL

    SELECT '1048500', '20110810', '310138','0.25', '0' UNION ALL

    SELECT '1048500', '20110810', '310142','0.25', '0' UNION ALL

    SELECT '1048500', '20110810', '310193','0.25', '0' UNION ALL

    SELECT '1048500', '20110810', '310210','1.5', '0' UNION ALL

    SELECT '1048500', '20110811', '310578','1', '0' UNION ALL

    SELECT '1048500', '20110811', '310584','0.25', '0' UNION ALL

    SELECT '1048500', '20110811', '310610','0', '0' UNION ALL

    SELECT '1048500', '20110811', '310611','0.25', '0' UNION ALL

    SELECT '1048500', '20110812', '311007','1', '0' UNION ALL

    SELECT '1048500', '20110817', '312180','0.5', '0' UNION ALL

    SELECT '1048500', '20110818', '312463','0', '0' UNION ALL

    SELECT '1048500', '20110818', '312468','0.25', '0' UNION ALL

    SELECT '1048500', '20110818', '312532','0.75', '0' UNION ALL

    SELECT '1048500', '20110818', '312629','1.25', '0' UNION ALL

    SELECT '1048500', '20110822', '313188','3', '0' UNION ALL

    SELECT '1048500', '20110822', '313261','1', '0' UNION ALL

    SELECT '1048500', '20110822', '313288','0.75', '0' UNION ALL

    SELECT '1048500', '20110823', '313527','1', '0' UNION ALL

    SELECT '1048500', '20110823', '313556','0.25', '0' UNION ALL

    SELECT '1048500', '20110823', '313667','1', '0' UNION ALL

    SELECT '1048500', '20110823', '313694','1', '0' UNION ALL

    SELECT '1048500', '20110824', '313877','0.25', '0' UNION ALL

    SELECT '1048500', '20110824', '313951','0', '0' UNION ALL

    SELECT '1048500', '20110824', '313982','0.25', '0' UNION ALL

    SELECT '1048500', '20110824', '314057','0.25', '0' UNION ALL

    SELECT '1048500', '20110824', '314164','1.25', '0' UNION ALL

    SELECT '1048500', '20110825', '314411','1.25', '0' UNION ALL

    SELECT '1048500', '20110825', '314447','0.5', '0' UNION ALL

    SELECT '1048500', '20110902', '316818','0', '0' UNION ALL

    SELECT '1048500', '20110902', '316832','0.25', '0' UNION ALL

    SELECT '1048500', '20110915', '319829','0', '0' UNION ALL

    SELECT '1048500', '20110915', '319979','0', '0' UNION ALL

    SELECT '1048500', '20110927', '323034','0.25', '0' UNION ALL

    SELECT '1048500', '20111007', '325971','2', '0' UNION ALL

    SELECT '1048500', '20111007', '326073','0.25', '0' UNION ALL

    SELECT '1048500', '20111013', '327815','0.5', '0' UNION ALL

    SELECT '1048500', '20111020', '329610','0', '0' UNION ALL

    SELECT '1048500', '20111020', '329703','0.5', '0' UNION ALL

    SELECT '1048500', '20111027', '331562','0.25', '0' UNION ALL

    SELECT '1048500', '20111109', '335789','0.25', '0' UNION ALL

    SELECT '1048500', '20111130', '341207','0', '0' UNION ALL

    SELECT '1067700', '20110811', '310582','0', '0' UNION ALL

    SELECT '1067700', '20110913', '319090','0', '0' UNION ALL

    SELECT '1067700', '20111110', '336253','0.25', '1' UNION ALL

    SELECT '1067700', '20111110', '336281','0.5', '1' UNION ALL

    SELECT '1067700', '20111110', '336283','0', '1' UNION ALL

    SELECT '1067700', '20111111', '336683','4.25', '1' UNION ALL

    SELECT '1067700', '20111114', '337191','1.25', '1' UNION ALL

    SELECT '1067700', '20111115', '337403','0.25', '1' UNION ALL

    SELECT '1067700', '20111116', '338093','1.25', '1' UNION ALL

    SELECT '1067700', '20111117', '338408','0.25', '1' UNION ALL

    SELECT '1067700', '20111118', '338859','4', '1' UNION ALL

    SELECT '1067700', '20111118', '338866','0.75', '1' UNION ALL

    SELECT '1067700', '20111117', '338930','7', '1' UNION ALL

    SELECT '1067700', '20111118', '338932','4', '1' UNION ALL

    SELECT '1067700', '20111123', '339729','0.25', '1' UNION ALL

    SELECT '1067700', '20111121', '339940','8', '1' UNION ALL

    SELECT '1067700', '20111122', '339941','8', '1' UNION ALL

    SELECT '1067700', '20111123', '339943','8', '1' UNION ALL

    SELECT '1067700', '20111129', '340827','1', '1' UNION ALL

    SELECT '1067700', '20111128', '340830','8', '1' UNION ALL

    SELECT '1067700', '20111129', '340831','8', '1' UNION ALL

    SELECT '1067700', '20111130', '341049','1.25', '1' UNION ALL

    SELECT '1067700', '20111130', '341202','0.25', '1' UNION ALL

    SELECT '1067700', '20111130', '341316','4', '1' UNION ALL

    SELECT '1067700', '20111201', '341525','0.25', '1' UNION ALL

    SELECT '1067700', '20111201', '341625','1.25', '1' UNION ALL

    SELECT '1067700', '20111201', '341650','0', '1' UNION ALL

    SELECT '1067700', '20111201', '341825','4', '1' UNION ALL

    SELECT '1067700', '20111205', '342509','0.25', '1' UNION ALL

    SELECT '1067700', '20111205', '342604','1', '1' UNION ALL

    SELECT '1067700', '20111206', '342631','0', '1' UNION ALL

    SELECT '1067700', '20111206', '342695','2', '1' UNION ALL

    SELECT '1067700', '20111205', '342779','2', '1' UNION ALL

    SELECT '1067700', '20111206', '342897','0.25', '1' UNION ALL

    SELECT '1067700', '20111207', '343386','1', '1' UNION ALL

    SELECT '1067700', '20111209', '343920','0', '1' UNION ALL

    SELECT '1067700', '20111215', '345698','0.25', '1' UNION ALL

    SELECT '1067700', '20111216', '346037','0.75', '0' UNION ALL

    SELECT '1067700', '20111219', '346399','0.5', '0' UNION ALL

    SELECT '1076200', '20110705', '300586','0.25', '0'

    USE Reporting

    IF OBJECT_ID('Reporting.dbo.Sales','U') IS NOT NULL

    DROP TABLE Reporting.dbo.Sales

    CREATE TABLE dbo.Sales

    (AcctId numeric(18,0), Com_Id numeric(18,0), Com_date numeric(18,0), Hrs numeric(18,2) NOT NULL)

    INSERT INTO dbo.Sales

    (AcctId, Com_Id, Com_date, Hrs)

    SELECT

    AcctId,

    Com_Id,

    Com_date,

    Hrs

    FROM ##TempRt

    IF OBJECT_ID('TempDB..#CumeSales','U') IS NOT NULL

    DROP TABLE #CumeSales;

    WITH

    ctePreAggregate AS

    (SELECT AcctId, Com_Id, Com_date,

    TotalMonth = SUM(Hrs)

    FROM dbo.Sales

    GROUP BY AcctId, Com_Id, Com_date)

    SELECT

    AcctId = ISNULL(AcctId ,0),

    Com_date = ISNULL(Com_date ,0),

    Com_Id = ISNULL(Com_Id ,0),

    TotalMonth,

    TotalCume = CAST(0 AS numeric(18,2))

    INTO #CumeSales

    FROM ctePreAggregate;

    ALTER TABLE #CumeSales

    ADD PRIMARY KEY CLUSTERED (AcctId,Com_date,Com_Id) WITH FILLFACTOR = 100;

    DECLARE @PreviousBalance numeric(18,2),

    @Anchor numeric(18,2),

    @Counter numeric(18,2)

    SELECT @PreviousBalance = 0,

    @Counter = 1;

    WITH

    cteBaseData AS

    (SELECT RowNum = ROW_NUMBER() OVER

    (ORDER BY AcctId, Com_date, Com_Id),

    TotalMonth,

    TotalCume

    FROM #CumeSales WITH (TABLOCKX) )

    UPDATE tgt

    SET @PreviousBalance = tgt.TotalCume = CASE

    WHEN @Counter = tgt.RowNum

    THEN tgt.TotalMonth + @PreviousBalance

    ELSE 1/0 END,

    @Anchor = tgt.RowNum,

    @Counter = @Counter + 1

    FROM cteBaseData tgt

    OPTION (MAXDOP 1) ;

    SELECT AcctId, Com_date, Com_Id, TotalMonth, TotalCume

    FROM #CumeSales

    ORDER BY AcctId, Com_date, Com_Id;

  • I'm not totally clear on what you're trying to achieve here. If you're after a running total, how about this:

    ;With CteCumulativeSales

    as( select *,

    row_Number() over (partition by AcctId order by Com_Date) as SqNo

    from dbo.Sales t1

    )

    Selectt1.AcctId,

    t1.Com_id,

    t1.Com_Date,

    t1.Hrs,

    sum(t2.Hrs) as Cumulative_Hrs

    from cteCumulativeSales t1

    joincteCumulativeSales t2 on t1.AcctId = t2.AcctId and t1.SqNo >= t2.SqNo

    group byt1.AcctId,

    t1.Com_id,

    t1.Com_Date,

    t1.Hrs

    order byt1.AcctId,

    t1.Com_id,

    t1.Com_Date

    _____________________________________________________________________
    Disclaimer - The opinions expressed by the mouth are not necessarily those of the brain

  • You didn't really use the anchor in your code.

    I've added AcctId to the code and assigned it to the anchor variable. Then I included the anchor to reset @PreviousBalance.

    DECLARE

    @PreviousBalance NUMERIC(18, 2),

    @Anchor NUMERIC(18, 0),

    @Counter NUMERIC(18, 2)

    SELECT

    @PreviousBalance = 0,

    @Counter = 1,

    @Anchor = 0 ;

    WITH cteBaseData

    AS ( SELECT

    RowNum = ROW_NUMBER() OVER ( ORDER BY AcctId, Com_date, Com_Id ),

    AcctId,

    TotalMonth,

    TotalCume

    FROM

    #CumeSales WITH ( TABLOCKX ))

    UPDATE

    tgt

    SET

    @PreviousBalance = tgt.TotalCume = CASE WHEN @Counter = tgt.RowNum

    AND @Anchor = AcctId

    THEN tgt.TotalMonth

    + @PreviousBalance

    WHEN @Counter = tgt.RowNum

    AND @Anchor <> AcctId

    THEN tgt.TotalMonth

    ELSE 1 / 0

    END,

    @Anchor = AcctId,

    @Counter = @Counter + 1

    FROM

    cteBaseData tgt

    OPTION

    ( MAXDOP 1 ) ;

    SELECT

    AcctId,

    Com_date,

    Com_Id,

    TotalMonth,

    TotalCume

    FROM

    #CumeSales

    ORDER BY

    AcctId,

    Com_date,

    Com_Id ;

    Edit: @TedT

    The reason for using the "Quirky Update" method instead of a triangular join (seems like this is what you're using) is simply performance. See Jeffs great article[/url] for more details



    Lutz
    A pessimist is an optimist with experience.

    How to get fast answers to your question[/url]
    How to post performance related questions[/url]
    Links for Tally Table [/url] , Cross Tabs [/url] and Dynamic Cross Tabs [/url], Delimited Split Function[/url]

  • Works perfect, thanks ... very fast also

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