SQL Server 2012 :: Creating Running Total Based On Single (SUM) Opening Balance
Jun 7, 2015
I am creating a query that shows the consumption of stock against Manf Orders (M/O) and struggling on the last hurdle. I am having difficulties calculating a running total based on an Opening Balance. The first line returns the correct results but the following lines do not. I have tried other variants of the "Over Partition" but still no joy?
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Table A has day to day transactions, Table B has beginning balance. I'd like to get a running total balance day to day. Really what I want to do is use the previous days total to add the current days transaction to, but I don't know how to do it. The basic layout is below, but as you can see, I'm not getting the totals correct.
create table #current(acctNum int, dates date, transtype char(10), amt INT ) insert into #current(acctNum, dates, transtype, amt)
What I need to do it select the top 80 percent of records per group based on the group total. To be clear I am not trying to just grab the top x percent of rows.
Table 1 has the total number of repair orders per dealer. This can be obtained by simply grouping on DealerID and counting the number of RepairIDs.
Table 2 has information on some of the repair orders and it is needed to select the top 80% of tire sizes. This table will be joined to Table 1 and grouped by DealerID and Tire.
I want to create the following scenario. I have a table that stores employees working on projects and their project hours by week, but now I also need a running total per week for each of those projects. For example take a look below:
EmployeeID, Project, Sunday, Monday, Tuesday,....Saturday, ProjectHours, TotalProjectHoursPerWeek(this is the column I am trying to derive), FiscalWeek
Correlated Subquery: SELECT EmployeeID,Project, Sunday, Monday,....Saturday, ProjectHours, SELECT(SUM(ProjectHours) FROM dbo.TableABC ap GROUP BY FiscalWeek), FROM dbo.TableABC a
I got this to work one time before, but now I am getting the following error:
Subquery returned more than 1 value. This is not permitted when the subquery follows =, !=, <, <= , >, >= or when the subquery is used as an expression.
I am trying to calculate the the running total but also tried to reset to reset to zero based on a value of a column.
here I am trying to calculate the value of CalcVal column based on column Flag value...actually it is running total but it reset to zero if Flag value is 0.
Here is the example of data along with required column
I am preparing a monthly cash flow statement and for doing so, I need to determine the monthly opening and closing cash balance. To simplify, this is what I did.
1. Dragged months to the columns labels
2. Created a slicer for selecting the Financial Year. In this slicer, I chose 2015-16 i.e. April 1, 2015 to March 31, 2016.
Since I have data only for two months of this Financial Year i.e. April and May, only these two months show up in the column labels.
To determine the monthly opening cash balance, I added the following measure
Much to my surprise, I got the result as seen in the image below. Cells B5, C6 and D5 are blank. On going through my Bank Book, I realised that
1. There is no figure in cell B5 (Opening balance of April) because there was no transaction on the last day of March i.e. March 31. The last transaction was on March 28
2. There is no figure in cell C6 (Closing balance of May) because there was no transaction on the last day of May i.e. May 31. The last transaction was on May 30
3. There is no figure in cell D5 (Opening balance of June) - same reason as mentioned in point 2 above.
As seen in the image, I have also computed the monthly "Last date of previous month" and "last date of current month" but do not know how to make use of them in computing the opening and closing Cash balances.
Please also note that there can be multiple transactions on the last day of any month. For e.g., let's say the last day of transaction in May 2015 was May 30 (not may 31) but there were multiple transactions on this last day (both inflow and outflow).
So I cannot simply determine the last day of transaction and take MAX/MIN/SUM that day. I have to take the final balance on that day.
How to solve this problem i.e. in determining the opening and closing cash balances.
INSERT INTO MAIN VALUES ('1000', '1/1/2014',3000,1000,700,1500) INSERT INTO MAIN VALUES ('1000', '3/5/2014',1000,2000,650,200) INSERT INTO MAIN VALUES ('1000', '5/10/2014',500,5000,375,125) INSERT INTO MAIN VALUES ('1000', '11/20/2014',100,2000,400,300) INSERT INTO MAIN VALUES ('1000', '8/20/2014',100,3500,675,1300)
Creating a burn down chart using a running total of cumulative hours with the following formula:
CumulativeHoursLeft:=CALCULATE ( SUM('Projects'[Budget hours]) - SUM ( 'hours'[Hours] ), FILTER ( ALL ( 'hours'[Date] ), 'hours'[Date] <= MAX ('hours'[Date]) ) )
Works great except that in a Line Chart using [Date] as the Axis and CumulativeHoursLeft as the value, I get these spikes on days for which the employee reported no hours. I do know what exactly the measure is doing in this instance and I do not get this in a table, those dates simply do not appear. I have tried both Categories and Continuous for the Line Chart. I have also tried filtering where [Date] is not blank.how to get rid of the spikes?
I need to list customers in a table that represents sales over the years.
I have tables:
Customers -> id | name |... Orders -> id | idCustomer | date | ... Products -> id | idOrder | unitprice | quantity | ...
I am using this SQL but it only gets one year:
SELECT customers.name , SUM(unitprice*qt) AS total FROM Products INNER JOIN Orders ON Orders.id = Products.idOrder INNER JOIN Customers ON Customers.id = Orders.idCustomer WHERE year(date)=2014 GROUP BY customers.name ORDER BY 2 DESC
I need something like this:
customer | total sales 204 | total sales | 2015 | total sales (2014 + 2015) -------- customer A | 1000$ | 2000$ | 3000$ customer B | 100$ | 100$ | 200$
Is it possible to retrieve these values in a single SQL query for multiple years and grand total?
I could deploy across my environment, which is a mix of 2008R2/2012 servers, to give some information on log files. Running into a silly issue right off the bat. The table that DBCC LogInfo() conjures out of magic is different between the two. In 2012 it gained the RecoveryUnitID column. So I'm trying to write some logic to create a temp table based on which version is running. I would like to avoid a global temp table if possible. Here's what I've tried:
sp_executesql creates a table outside of the scope of my session: DECLARE @PrVers NVARCHAR(128) , @PrVersNum DECIMAL(10,2) , @StageTable NVARCHAR(1024) = N''
I have query that calculate a running balance, but I need to reset that balance when it reaches 240. Then start calculating the balance again from that value. For instance, let's see we have the following table:
I have a Table Having Date,Opening,Addition,Sale values where opening value comes in the very first row other times it is zero.
In ssrs how can i have a report showing closing value = Opening+Addition-Sale in current row (it is simple for 1st row ). this closing be the opening value in next row and same formula to be continued...
Hi guys, I've really been struggling with this issue for quite a while and the solution still elludes me. If anyone can help me I will worship you as a god for ever! [Wink]
The Scenario is as follows: I have a table where several documents are linked to each other via a foreign key called ReconNum. Basically this table is used to link Invoices, Credit Notes and Payments to each other. Thus you get the following layout:
I've come close, but it seems to be the old chicken or the egg problem.i.e. I need one field to calculate the other and vica-versa. (Amount Applied, DocBal and Inv Bal are all dependant on each other)
NOTE: The only field I'm really interested in is the AmountApplied field, but amount applied depends on the DocBal and InvBal fields.
I need a running balance on both the Amount Due on the Invoice, and the Amount Availble on the document being assigned to the invoices. The problem is that I'm trhowing the data into a temporary table and cant use fields in the temp table for my calculation. i.e. AppliedSum = if (Doc.Available amount on Doc < Invoice Balance) then Doc.Available Amount elseif (Doc.Available amount on Doc > Invoice Balance) then Invoice Balance
Invoice Balance = Invoice Tot - sum(Applied Amounts)
I have 2 tables that I need to merge let me explain. I have a range of product ID's that have a product grouping of * meaning all product groups. So I have a table with products and one with around 100 groups
ProdID ProdGrp -------- --------- 11 * 12 *
ProdGrp ProdGrpDesc --------- --------------- A Prod Group A B Prod Group B C Prod Group C
I need a table which looks like the below but I have no joining mechanism
ProdID ProdGrp -------- --------- 11 A 11 B 11 C 12 A 12 B 12 C
I am working on a software primarily related to accounting with visual basic
Many of the problems and proposed several solutions for running sum, but I have read almost all of these interpretations,
have applied when running sum is a unique ID field. but almost all of the functioning of accounting reports are in chronological order. So he questioned what was the balance on 05.05.2012.
ID of the process is done, if the user enters a process backward a few things since then, the transaction date is old, but the ID is new, are experiencing problems. eg
ID DATE DEBIT CREDIT BALANCE
1 02.02.2012 100.00 0.00 100.00
6 04.04.2012 0.00 150.00 -50.00
3 02.05.2012 70.00 0.00 20.00
4 02.05.2012 80.00 0.00 100.00
2 06.06.2012 120.00 0.00 220.00
must balance the figure above.
if ID = 2 record, the record date 06/06/2012 and if the ID = 6, date 04/04/2012, the date the order is made if the listing is experiencing trouble getting balance. 2 records in the same day when the balance at worst formula breaks down. The big point is that I hang out in my project.
the only solution is to use a temporary table or writing about it in Visual Basic seems to calculate. the use of temporary table is not a solution, but unfortunately also very fast.
get Running Total in SQL Server.I found that new OVER clause.
SELECT CompanyId ,IMNId ,RowNumber ,Sum(Qty) OVER(ORDER BY CompanyId, IMoneyNetId, RowNumber ROWS UNBOUNDED PRECEDING) As CumulativeShareQty2 From#ReportData WhereSequenceNumber <> 3 Group by CompanyId ,IMNId ,RowNumber
But somehow i get below error, when i try to run above query:
Msg 8120, Level 16, State 1, Line 957 Column '#ReportData.Qty' is invalid in the select list because it is not contained in either an aggregate function or the GROUP BY clause.
I created a view that i want to use in ssrs.In the view there is a column for running balance.In the table contain transaction of inventory with their quantity.
"SELECT TOP (100) PERCENT ITEMNMBR, TRXSORCE, DOCTYPE, DOCNUMBR, DOCDATE, HSTMODUL, UOFM, UNITCOST, EXTDCOST, TRXQtyInBase, (SELECT SUM(TRXQtyInBase) AS Expr1 FROM dbo.INVTRXB AS b WHERE (DEX_ROW_ID <= a.DEX_ROW_ID) AND (ITEMNMBR = a.ITEMNMBR)) AS ENDQTY FROM dbo.INVTRXB AS a ORDER BY ITEMNMBR, DOCDATE"
If i run the query on sql or use the view on ssr. The end qty is not showing accurately.I ran it on another database it works perfectly. Then i noticed that the dex_row_ID of the second database is sequential as the date. But for the initial database it was not sequential as with the date.
I have a table with Million plus records. I have been able to calculate the Trial_Balance for all months.
Now I am trying to provide a Beginning Balance for all months and the Logic is the Beginning Balance of July would be the Trial_Balance of June. I thought I could just do a self Join but this is not working.
UPDATE dbo.TrialBalance SET Beginning_Balance_Debit = B.Trial_Balance_Debit FROM (SELECT DATEADD(month, -1, Calendar_Month) AS PrevCalMonth,Trial_Balance_Debit FROM dbo.TrialBalance) AS B INNER JOIN dbo.TrialBalance A ON b.PrevCalMonth=A.Calendar_Month
I need to get a cumulative total for row by row basis. I need this grouped on name, id, year and month. ID is not a auto incremented number. ID is a unique number same as name. The out put I need is as below,
Name ID Year Month Value RunningValue XX 11 2013 Jan 25 25 xx 11 2013 Feb 50 75 yy 22 2015 Jan 100 100 yy 22 2015 Mar 200 300
How I could get this query written? I am unable to use SQL Server 2012 version syntaxes. Writing a cursor would slow the process down because there is a large data set.
Is it possible to assign to a variable, then add to it later on? When I run the below, all I get is 3 rows affected I never see the value printed. What i am wanting to do is each loop sum the numbers so 2+1+3 =6 so in the end @sumofallnumbers = 6 Create Table #Test ( randarnumbers int ) Insert Into #Test Values ('2'), ('1'), ('3') Declare @sumofallnumbers int, @nbr int Declare c1 Cursor For Select randarnumbers FROM #Test
writing the query for the following, I need to collapse the continuity. If the termdate for an ID is one day less than the effdate of the next id (for the same ID) i need to collapse the records. See below example .....how should i write the query which will give me the desired output. i.e., get min(effdate) and max(termdate) if termdate is one day less than the effdate of next record.
I am trying to create a calendar style report that will have 12 months (as columns) and store opening listing in rows. I have created a matrix, but the problem that I have is that the store opening listing displays in the right period, but they are not in any order. I would like to have the openings always on top, right under the header in the matrix. Now I have them scattered randomly all over the matrix. I tried numerous way of sorting and that does not work.
I am attaching a sample of what I would like to accomplish (months are columns).
Deciding whether or not to use a CTE or this simple faster approach utilizing system tables, hijacking them.
SELECT s.ORDER_NUMBER, s.PRODUCT_ID, 1 AS QTY, s.VALUE/s.QTY AS VALUE FROM @SPLITROW s INNER JOIN master.dbo.spt_values t ON t.type='P' AND t.number BETWEEN 1 AND s.QTY
Just wanted to know if its okay to use system tables in a production environment and if there are any pit falls of using them ?
I have the table below and like to create a view to show the no of days the property was vacant or void and rent loss per month. The below explanation will describe output required
For example we have a property (house/unit/apartment) and the tenant vacates on 06/09/2014. Lets say we fill the property back on 15/10/2014. From this we know the property was empty or void for 39 days. Now we need to calculate the rent loss. Based on the Market Rent of the property we can get this. Lets say the market rent for our property is $349/pw. So the rent loss for 39 days is 349/7*39 = $1944.43/-.
Now the tricky part and what im trying to achieve. Since the property was void or empty between 2 months, I want to know how many days the property was empty in the first month and the rent loss in that month and how many days the property was empty in the second month and the rent loss incurred in that month. Most of the properties are filled in the same month and only in few cases the property is empty between two months.
As shown below we are splitting the period 06/09/2014 - 15/10/2014 and then calculating the void days and rent loss per month
Period No of Void Days Rent Loss 06/09/2014 - 30/09/2014 24 349/7*24 = 1196.57 01/10/2014 - 15/10/2014 15 349/7*15 = 747.85
I have uploaded a screenshot of how the result on this link: [URL] ....
Declare @void Table ( PropCode VARCHAR(10) ,VoidStartDate date ,LetDate date ,Market_Rent Money
