SQL Stairstep Query Potrzebna pomoc

Question

Potrzebuję pomocy w tworzeniu zapytania MS SQL 2012, które będzie pasowało do pożądanego wyjścia schodkowego. Wiersze podsumowują dane według jednego zakresu dat (miesiąc daty przesłania konta), a kolumny podsumowują je według innego zakresu dat (miesiąc płatności)

Tabela 1: Konta śledzą konta umieszczone w kolekcjach.

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) 

Tabela 2: Trans utworów płatności dokonane

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) 

Oto co pożądany wynik powinien wyglądać

        *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 

Pierwsze dwie kolumny Podsumowując Account.Amount grupowanie przez miesiąc.

Ostatnie 4 kolumny sumują kwotę Tran.TranAmount, według miesięcy, dla Konta umieszczonego w danym miesiącu bieżącego wiersza.

Zapytanie, nad którym pracowałem, jest bliskie. Po prostu nie mam odpowiedniego opóźnienia. Oto kwerendy pracuję z dotychczas:

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 

To produkujących następujący wynik:

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  ... 

Jak dla nagłówków daty kolumn. Nie jestem pewien, jaka jest najlepsza opcja. Mogłabym dodać dodatkowy zestaw kolumn i utworzyć obliczoną wartość, którą mógłbym wykorzystać w wynikowym raporcie.

SQL Fiddle: http://www.sqlfiddle.com/#!6/272e5/1/0

Dzięki za wszelką pomoc.

Answer 1

Thomas, kiedyś swoją odpowiedź jako inspiracji do następnego rozwiązania I skończyło się.

Najpierw utworzę matrycę dat danych do przedłożenia, TranDate, aby później dołączyć do danych AccountSummary i TranSummary.

Wynikowy wynik zapytania nie jest sformatowany w kolumnach, na miesiąc TranDate. Raczej używam danych wyjściowych w macierzy SQL Server Reporting Services i używam grupowania kolumn, opartego na kolumnie TranSummaryMonthNum, aby uzyskać pożądane sformatowane dane wyjściowe.

SQL Fiddle version

; 
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 

Answer 2

Poniższe zapytanie prawie wraca, co chcesz. Musisz wykonać te czynności oddzielnie. Właśnie łączę wyniki razem:

select a.yyyymm, a.Amount, 
     t201201, t201202, t201203, t201204 
from (select LEFT(convert(varchar(255), a.submissiondate, 121), 7) as yyyymm, 
       SUM(a.Amount) as amount 
     from Accounts a 
     group by LEFT(convert(varchar(255), a.submissiondate, 121), 7) 
    ) a left outer join 
     (select LEFT(convert(varchar(255), a.submissiondate, 121), 7) as yyyymm, 
       sum(case when trans_yyyymm = '2012-01' then tranamount end) as t201201, 
       sum(case when trans_yyyymm = '2012-02' then tranamount end) as t201202, 
       sum(case when trans_yyyymm = '2012-03' then tranamount end) as t201203, 
       sum(case when trans_yyyymm = '2012-04' then tranamount end) as t201204 
     from Accounts a join 
      (select t.*, LEFT(convert(varchar(255), t.trandate, 121), 7) as trans_yyyymm 
      from trans t 
      ) t 
      on a.accountid = t.accountid 
     group by LEFT(convert(varchar(255), a.submissiondate, 121), 7) 
    ) t 
     on a.yyyymm = t.yyyymm 
order by 1 

Otrzymuję NULL gdzie masz 0.00 w dwóch komórkach.

Answer 3

Ponieważ używasz programu SQL Server 2012, możemy użyć funkcji Format, aby uzyskać ładną datę. Nie ma potrzeby grupowania według ciągów. Zamiast tego uważam, że warto używać właściwego typu danych tak długo, jak tylko mogę i używam tylko opcji Formatuj lub Konwertuj na ekranie (lub w ogóle nie i pozwól środkowemu poziomowi obsługiwać ekran).

W tym rozwiązaniu arbitralnie założyłem najwcześniejszą TransDate i wyodrębniono z niej pierwszy dzień tego miesiąca. Można jednak łatwo zastąpić to wyrażenie statyczną wartością pożądanej daty rozpoczęcia, a rozwiązanie to zajmie to i następne 12 miesięcy.

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 

SQL Fiddle version

Answer 4

Poniższe zapytanie dokładnie powiela wyniki your final query in your own answer ale nie trwa dłużej niż 1/30. CPU (lub lepsza), plus jest dużo prostsze.

Gdybym miał czas & energia, jestem pewien, że mogłem znaleźć jeszcze więcej ulepszeń ... moje jelito mówi mi, że nie muszę tak często uderzać w stół Accounts. Ale w każdym razie jest to ogromna poprawa i powinna działać bardzo dobrze nawet dla bardzo dużych zestawów wyników.

Zobacz the SqlFiddle for it.

WITH L0 AS (SELECT 1 N UNION ALL SELECT 1), 
L1 AS (SELECT 1 N FROM L0, L0 B), 
L2 AS (SELECT 1 N FROM L1, L1 B), 
L3 AS (SELECT 1 N FROM L2, L2 B), 
L4 AS (SELECT 1 N FROM L3, L2 B), 
Nums AS (SELECT N = Row_Number() OVER (ORDER BY (SELECT 1)) FROM L4), 
Anchor AS (
    SELECT MinDate = DateAdd(month, DateDiff(month, '20000101', Min(SubmissionDate)), '20000101') 
    FROM dbo.Accounts 
), 
MNums AS (
    SELECT N 
    FROM Nums 
    WHERE 
     N <= DateDiff(month, 
     (SELECT MinDate FROM Anchor), 
     (SELECT Max(TranDate) FROM dbo.Trans) 
    ) + 1 
), 
A AS (
    SELECT 
     AM.AccountMo, 
     Amount = Sum(A.Amount) 
    FROM 
     dbo.Accounts A 
     CROSS APPLY (
     SELECT DateAdd(month, DateDiff(month, '20000101', A.SubmissionDate), '20000101') 
    ) AM (AccountMo) 
    GROUP BY 
     AM.AccountMo 
), T AS (
    SELECT 
     AM.AccountMo, 
     TM.TranMo, 
     TotalTranAmount = Sum(T.TranAmount) 
    FROM 
     dbo.Accounts A 
     CROSS APPLY (
     SELECT DateAdd(month, DateDiff(month, '20000101', A.SubmissionDate), '20000101') 
    ) AM (AccountMo) 
     INNER JOIN dbo.Trans T 
     ON A.AccountID = T.AccountID 
     CROSS APPLY (
     SELECT DateAdd(month, DateDiff(month, '20000101', T.TranDate), '20000101') 
    ) TM (TranMo) 
    GROUP BY 
     AM.AccountMo, 
     TM.TranMo 
) 
SELECT 
    SubmissionStartMonth = A.AccountMo, 
    TotalSubmissionAmount = A.Amount, 
    M.TransMonth, 
    TransMonthNum = N.N - 1, 
    T.TotalTranAmount 
FROM 
    A 
    INNER JOIN MNums N 
     ON N.N >= DateDiff(month, (SELECT MinDate FROM Anchor), A.AccountMo) + 1 
    CROSS APPLY (
     SELECT TransMonth = DateAdd(month, N.N - 1, (SELECT MinDate FROM Anchor)) 
    ) M 
    LEFT JOIN T 
     ON A.AccountMo = T.AccountMo 
     AND M.TransMonth = T.TranMo 
ORDER BY 
    A.AccountMo, 
    M.TransMonth;