Running Values ( Cummulative)

Question

Running Values ( Cummulative)

farooq.hbs

SSCrazy

Points: 2083
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September 4, 2012 at 5:47 am

#261561

Hi All,
Date Item_Name Value Cummulative_Value
2012-01-01 Actual 5 5
2012-02-01 Actual 5 10
2012-03-01 Actual 10 20
2012-04-01 Actual 5 25
2012-05-01 Actual 5 30
2012-06-01 Actual 5 35
2012-07-01 Actual 5 40
2012-08-01 Actual 5 45
2012-09-01 Actual 5 50
2012-10-01 Forcast 2 2
2012-11-01 Forcast 1 3
2012-01-01 Planned 1 1
2012-02-01 Planned 1 2
2012-03-01 Planned 2 4
2012-04-01 Planned 3 7
2012-05-01 Planned 4 11
2012-06-01 Planned 5 16
2012-07-01 Planned 6 22
this above Grid From the table/ View object value is calculated value (Cummulative)from the value
Now i want to do little more to this query
I want to cummulate item_name = Actual and Forecast in the one coulmn..
Planned Item will remain same.
I used the below logic to cummulate the actual,Forcast and Planned Value
Declare @date DATETIME
Set @date = GETDATE()
DECLARE @metric TABLE(mdate DATETIME, value FLOAT, item VARCHAR(100))
INSERT INTO @metric
SELECT m.mdate, m.value, mt.item_name--, mi.linked_project_id
FROM View_Metric_Template mt
INNER JOIN View_Metric_Instance mi ON mt.metric_template_id = mi.metric_template_id
INNER JOIN fn_Metrics(null, null) m ON m.metric_instance_id = mi.metric_instance_id
WHEREmt.item_id = m.template_item_id
AND mi.linked_project_id = 'fs000080000jckclvqa0000000'
AND mt.locale_id = N'en'
AND mt.template_name = N'PS Progress Curves'
AND mt.item_name IN ('C-Planned Progress %','C-Actual Progress %','C-Forecast Progress %')
INSERT INTO @metric
SELECT '2012-10-01',6,'Forcast'
INSERT INTO @metric
SELECT '2012-11-01',7,'Forcast'
INSERT INTO @metric
SELECT '2012-12-01',8,'Forcast'
SELECT mdate,
CASE WHEN item = 'C-Actual Progress %' AND mdate < @date THEN 'Actual'
WHEN ITEM = 'Forcast' AND mdate > @date THEN 'Forecast'
WHEN ITEM = 'C-Planned Progress %' THEN 'Planned'
END AS ITEM_NAME,
value,
(SELECT SUM(value) FROM @metric WHERE item= t.item and mdate<=t.mdate )
AS CumulativeSum
FROM @metric t
Order by item_name asc
Now, how to cummulate the actual n forecast value..
The Condition
1.Actual Value should cummulate till the getdate()
2.Forecast Value should cummulate after the Getdate() with Actual Value till Getdate()
Example :
Cummulate Actual Value till Getdate () = 22 then Forcast will Cummulate to begin From Greater than getdate() with 22 +..
Hoping will get the Solution for this
Thanks

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ChrisM@Work SSC Guru Points: 186127 More actions · Answer 1

farooq.hbs (9/4/2012)
...
Hoping will get the Solution for this
Thanks

Of course - but you will get a solution much quicker if you can set up DDL and DML for some sample data. Click on the link in my sig, and read how to do this.

^{“Write the query the simplest way. If through testing it becomes clear that the performance is inadequate, consider alternative query forms.” - Gail Shaw}

For fast, accurate and documented assistance in answering your questions, please read this article.
Understanding and using APPLY, (I) and (II) Paul White
Hidden RBAR: Triangular Joins / The "Numbers" or "Tally" Table: What it is and how it replaces a loop Jeff Moden

Mitesh Oswal SSCrazy Points: 2798 More actions · Answer 2

Hi ,

Can you please try the below logic

DECLARE @tbl TABLE (dt DATETIME,program VARCHAR(100),Value INT,RunningTotal INT)

INSERT INTO @tbl(dt,program,Value)

SELECT '1/1/2012','Actual', 5

UNION ALL SELECT '1/2/2012','Actual', 5

UNION ALL SELECT '1/3/2012','Actual', 1

UNION ALL SELECT '1/4/2012','Actual', 5

UNION ALL SELECT '1/5/2012','Actual', 5

UNION ALL SELECT '1/6/2012','Actual', 5

UNION ALL SELECT '1/7/2012','Actual', 5

UNION ALL SELECT '1/8/2012','Actual', 5

UNION ALL SELECT '1/9/2012','Actual', 5

UNION ALL SELECT '1/10/2012','Forcast', 2

UNION ALL SELECT '1/11/2012','Forcast', 1

UNION ALL SELECT '1/12/2012','Planned', 1

UNION ALL SELECT '1/13/2012','Planned', 1

UNION ALL SELECT '1/14/2012','Planned', 2

UNION ALL SELECT '1/15/2012','Planned', 3

UNION ALL SELECT '1/16/2012','Planned', 4

UNION ALL SELECT '1/17/2012','Planned', 5

UNION ALL SELECT '1/18/2012','Planned',6

;WITH CTE AS

(

SELECT dt,program,Value,RunningTotal,ROW_NUMBER() OVER(PARTITION BY Program ORDER BY dt) AS RN

FROM @tbl

)

select c.dt,c.program,c.value , sum(c2.value)RunningTotal from CTE c INNER JOIN cte c2

on c.program = c2.program AND c.RN >=c2.RN

group by c.dt,c.program,c.value

order by c.program,c.dt

Regards,
Mitesh OSwal
+918698619998

Jeff Moden SSC Guru Points: 1004339 More actions · Answer 3

Mitesh Oswal (9/4/2012)
Hi ,
Can you please try the below logic

I did and, as expected, it contains a triangular join. Please see the following article for why that will be absolutely devestating to the server for larger rowcounts.

http://www.sqlservercentral.com/articles/T-SQL/61539/

Either use a Quirky Update, a recursive CTE that doesn't use a Triangular Join, or use a well formed static, forward only, read only cursor. It'll be a lot faster and a whole lot easier on recources than almost anything (there is an exception but don't have time to find it right now) that uses a Triangular Join.

--Jeff Moden

RBAR is pronounced "ree-bar" and is a "Modenism" for Row-By-Agonizing-Row.
First step towards the paradigm shift of writing Set Based code:
________Stop thinking about what you want to do to a ROW... think, instead, of what you want to do to a COLUMN.

Change is inevitable... Change for the better is not.

Helpful Links:
How to post code problems
How to Post Performance Problems
Create a Tally Function (fnTally)

Mitesh Oswal SSCrazy Points: 2798 More actions · Answer 4

Farooq,

Can you please verify the below code. Looks better performance.

DECLARE @tbl TABLE (ID int identity(1,1),dt DATETIME,program VARCHAR(100),Value INT,RunningTotal INT)

INSERT INTO @tbl(dt,program,Value)

SELECT '1/1/2012','Actual', 5

UNION ALL SELECT '1/2/2012','Actual', 5

UNION ALL SELECT '1/3/2012','Actual', 10

UNION ALL SELECT '1/4/2012','Actual', 5

UNION ALL SELECT '1/5/2012','Actual', 5

UNION ALL SELECT '1/6/2012','Actual', 5

UNION ALL SELECT '1/7/2012','Actual', 5

UNION ALL SELECT '1/8/2012','Actual', 5

UNION ALL SELECT '1/9/2012','Actual', 5

UNION ALL SELECT '1/10/2012','Forcast', 2

UNION ALL SELECT '1/11/2012','Forcast', 1

UNION ALL SELECT '1/12/2012','Planned', 1

UNION ALL SELECT '1/13/2012','Planned', 1

UNION ALL SELECT '1/14/2012','Planned', 2

UNION ALL SELECT '1/15/2012','Planned', 3

UNION ALL SELECT '1/16/2012','Planned', 4

UNION ALL SELECT '1/17/2012','Planned', 5

UNION ALL SELECT '1/18/2012','Planned',6

DECLARE @RunningTotal INT

;WITH CTE AS

(

SELECT ID,dt,program,Value,RunningTotal,ROW_NUMBER() OVER(PARTITION BY Program ORDER BY dt) AS RN,

DENSE_RANK() OVER(ORDER BY Program)RankD

FROM @tbl

)

,CTE2 AS

(

select dt,program,Value,Value AS RunningTotal,RN,RankD,

MAX(RN) OVER(PARTITION BY RANKD) AS MAXRN

FROM CTE

WHERE RN = 1

UNION ALL

SELECT cte2.dt,cte2.program,cte.Value,cte2.RunningTotal+cte.value AS RunningTotal,cte2.RN,cte2.RankD,

MAX(cte2.MAXRN+1) OVER(PARTITION BY cte2.RANKD) AS MAXRN

FROM CTE INNER JOIN CTE2 ON CTE.RankD = CTE2.RankD AND CTE.RN = CTE2.MAXRN+1

)

select dt,Program,Value,RunningTotal from CTE2

order by Program,dt

Regards,
Mitesh OSwal
+918698619998

ChrisM@Work SSC Guru Points: 186127 More actions · Answer 5

Mitesh Oswal (9/4/2012)
Farooq,
Can you please verify the below code. Looks better performance...

Very interesting. Can you post the test script which you used for the comparison?

^{“Write the query the simplest way. If through testing it becomes clear that the performance is inadequate, consider alternative query forms.” - Gail Shaw}

For fast, accurate and documented assistance in answering your questions, please read this article.
Understanding and using APPLY, (I) and (II) Paul White
Hidden RBAR: Triangular Joins / The "Numbers" or "Tally" Table: What it is and how it replaces a loop Jeff Moden

farooq.hbs SSCrazy Points: 2083 More actions · Answer 6

Thanks for the reply..

I Have written my own logic which is below...

In this logic... I'm unable to do much for the missing month Between Actual and Forecast series..

The Logic is Actual till the current and forecast From the Current month till the last month of the data present in the database. Actual n Forecast cummulate the values..

Is there any solution for Missing Between Actual and Forcast

Declare @date DATETIME

Set @date = GETDATE()

DECLARE @metric TABLE(mdate DATETIME, value FLOAT, item VARCHAR(100),item_name VARCHAR(150))

INSERT INTO @metric

SELECT m.mdate,m.value, mt.item_name,

CASE WHEN mt.item_name = 'Planned Commitment' THEN 'Planned Commit'

WHEN mt.item_name = 'Actual Commitment' AND mdate < @date THEN 'Actual Commit'

WHEN mt.item_name = 'Forecast Commitment' AND mdate > @date THEN 'Actual Commit'

WHEN mt.item_name = 'Planned Expenditure' THEN 'Planned Expen'

WHEN mt.item_name = 'Actual Expenditure' AND mdate < @date THEN 'Actual Expen'

WHEN mt.item_name = 'Forecast Expenditure' AND mdate > @date THEN 'Actual Expen'

END AS ITEM_NAME

FROM View_Metric_Template mt

INNER JOIN View_Metric_Instance mi ON mt.metric_template_id = mi.metric_template_id

INNER JOIN fn_Metrics(null, null) m ON m.metric_instance_id = mi.metric_instance_id

WHEREmt.item_id = m.template_item_id

AND mi.linked_project_id = 'fs000080000jbf28mna0000000'

AND mt.locale_id = N'en'

AND mt.template_name = 'PS - Commitment Expenditure'

AND mt.item_name IN ('Planned Commitment','Actual Commitment','Forecast Commitment','Planned Expenditure','Actual Expenditure','Forecast Expenditure')

SELECT mdate AS mdate1,

REPLACE(RIGHT(CONVERT(VARCHAR(9), mdate, 6), 6), ' ', '-') AS mdate,

CASE item WHEN 'Planned Commitment' THEN 'Plan Comit'

WHEN 'Actual Commitment' THEN 'Actual Comit'

WHEN 'Forecast Commitment' THEN 'Forecast Comit'

WHEN 'Planned Expenditure' THEN 'Plan Expen'

WHEN 'Actual Expenditure' THEN 'Actual Expen'

WHEN 'Forecast Expenditure' THEN 'Forecast Expen'

END AS item_name,

value,

(SELECT SUM(value) FROM @metric WHERE item_name= m1.item_name AND mdate <= m1.mdate) AS Cummulative_Value

FROM @metric m1

ORDER BY mdate1, item desc

farooq.hbs SSCrazy Points: 2083 More actions · Answer 7

This is sample table

EventYear EventMonth Item_name Value Cummulative_Total

2012 9 Forcast 1 1

2012 1 Actual 2 3

2012 10 Forcast 3 9

2012 2 Actual 4 13

2012 11 Forcast 5 18

2012 3 Actual 6 24

2012 12 Forcast 7 31

2012 4 Actual 8 39

But I need:

EventYear EventMonth Item_name Value Cummulative_Total

2012 9 Forcast 1 13

2012 1 Actual 2 2

2012 10 Forcast 3 16

2012 2 Actual 4 6

2012 11 Forcast 5 21

2012 3 Actual 6 12

2012 12 Forcast 7 28

2012 4 Actual 8 12

2012 5 Actual 0 12

2012 6 Actual 0 12

2012 7 Actual 0 12

2012 8 Actual 0 12

this is how i need..cummulate Value With Missing Month Actual till Getdate()

Forcast from Getdate()

ChrisM@Work SSC Guru Points: 186127 More actions · Answer 8

ChrisM@Work (9/4/2012)
farooq.hbs (9/4/2012)
...
Hoping will get the Solution for this
Thanks
Of course - but you will get a solution much quicker if you can set up DDL and DML for some sample data. Click on the link in my sig, and read how to do this.

Your example query and "sample output" don't match, the column names and datatypes are different. Anyone trying to help you will be guessing. What we need is a sample data set in the form of a CREATE TABLE statement followed by INSERT statements, so that folks can copy it and run it in SSMS to generate a table to run sample queries against. Your problem is trivial; providing you with a solution is next to impossible without your cooperation.

^{“Write the query the simplest way. If through testing it becomes clear that the performance is inadequate, consider alternative query forms.” - Gail Shaw}

For fast, accurate and documented assistance in answering your questions, please read this article.
Understanding and using APPLY, (I) and (II) Paul White
Hidden RBAR: Triangular Joins / The "Numbers" or "Tally" Table: What it is and how it replaces a loop Jeff Moden

Jeff Moden SSC Guru Points: 1004339 More actions · Answer 9

farooq.hbs (9/5/2012)
This is sample table EventYear EventMonth Item_name Value Cummulative_Total 2012 9 Forcast 1 1 2012 1 Actual 2 3 2012 10 Forcast 3 9 2012 2 Actual 4 13 2012 11 Forcast 5 18 2012 3 Actual 6 24 2012 12 Forcast 7 31 2012 4 Actual 8 39 But I need: EventYear EventMonth Item_name Value Cummulative_Total 2012 9 Forcast 1 13 2012 1 Actual 2 2 2012 10 Forcast 3 16 2012 2 Actual 4 6 2012 11 Forcast 5 21 2012 3 Actual 6 12 2012 12 Forcast 7 28 2012 4 Actual 8 12 2012 5 Actual 0 12 2012 6 Actual 0 12 2012 7 Actual 0 12 2012 8 Actual 0 12
this is how i need..cummulate Value With Missing Month Actual till Getdate()
Forcast from Getdate()

Please post the data in a readily consumable format. See the first link in my signature line below for how to easily do that. Thanks for helping us help you.

--Jeff Moden

RBAR is pronounced "ree-bar" and is a "Modenism" for Row-By-Agonizing-Row.
First step towards the paradigm shift of writing Set Based code:
________Stop thinking about what you want to do to a ROW... think, instead, of what you want to do to a COLUMN.

Change is inevitable... Change for the better is not.

Helpful Links:
How to post code problems
How to Post Performance Problems
Create a Tally Function (fnTally)