Nat*_*han 16 sql sql-server sql-server-2012
我需要一些帮助来生成一个MS SQL 2012查询,该查询将匹配所需的阶梯输出.行按一个日期范围(帐户提交日期月份)汇总数据,列按另一个日期范围(付款日期月份)汇总
表1:帐户跟踪为集合放置的帐户.
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)
表2:Trans跟踪付款
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)
这是所需的输出应该是什么样子
*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
前两列按月分组Account.Amount分组.
对于放置在当前行的给定月份中的帐户,最后4列按月累计Tran.TranAmount.
我一直在使用的查询感觉很接近.我只是没有正确的滞后.这是我到目前为止所使用的查询:
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
它产生以下输出:
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 ...
至于列日期标题.我不确定这里最好的选择是什么.我可以添加一组额外的列并创建一个我可以在结果报告中使用的计算值.
由于您使用的是SQL Server 2012,因此我们可以使用Format函数使日期非常漂亮.没有必要按字符串分组.相反,我发现尽可能长时间使用正确的数据类型并且仅在显示器上使用Format或Convert(或者根本不使用中间层处理显示器)是有用的.
在这个解决方案中,我任意假设最早的TransDate并从那个月的第一天中提取.但是,可以使用所需开始日期的静态值轻松替换该表达式,此解决方案将采用该表达式和接下来的12个月.
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
托马斯，我用你的回复作为我最终使用的以下解决方案的灵感。
我首先创建一个 SubmissionDate、TranDate 交叉连接骨架日期矩阵，稍后使用它来连接 AccountSummary 和 TranSummary 数据。
生成的查询输出未按照每个 TranDate 月份的列进行格式化。相反，我使用 SQL Server Reporting Services 矩阵中的输出，并使用基于 TranSummaryMonthNum 列的列分组来获取所需的格式化输出。
;
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
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