Question

我的表格中包含ID，Title，Date，Amount列。

我需要根据Title，Date获取针对每笔交易的MTD，YTD金额值。

之前有没有人这样做过？

Answer 1

Select t.title, t.Date, 
  Sum(y.Amount) YTD,
  Sum(m.Amount) MTD
From table t
   join table y
      on y.Title = t.Title
         and datediff(year, y.Date, t.Date) = 0 
         and y.Date <= t.Date
   join table m
      on m.Title = t.Title
         and datediff(month, m.Date, t.Date) = 0 
         and m.Date <= t.Date
Group by t.title, t.Date

Answer 2

SELECT ID,
       Title,
       Date,
       Amount,
       MTD  = SUM(Amount) OVER (PARTITION BY Title, DATEADD(MONTH, DATEDIFF(MONTH, 0, [Date]), 0)),
       YTD  = SUM(Amount) OVER (PARTITION BY Title, DATEADD(YEAR, DATEDIFF(YEAR, 0, [Date]), 0))
FROM   [a_table]

Answer 3

接受的解决方案不正确。假设我们有一个下表：

ID   Title   Date        Amount
---  ------  ----------  ------
  1  Cust A  2020-01-01    2.00
  2  Cust A  2020-01-05    3.00
  3  Cust A  2020-02-01    5.00

接受的答案会给我们这些结果：

Title   Date        YTD    MTD
------  ----------  -----  -----
Cust A  2021-01-01   2.00   2.00
Cust A  2021-01-05  10.00  10.00
Cust A  2021-02-01  10.00  15.00

这是因为每个连接都将记录数乘以匹配记录数。移除聚合后可以很容易地看到这一点：

Select t.title, t.Date, y.Date, m.Date,
  y.Amount,
  m.Amount
From [table] t
   join [table] y
      on y.Title = t.Title
         and datediff(year, y.Date, t.Date) = 0 
         and y.Date <= t.Date
   join [table] m
      on m.Title = t.Title
         and datediff(month, m.Date, t.Date) = 0 
         and m.Date <= t.Date
Order by t.title, t.Date, y.Date, m.Date

结果：

Title   t.Date      y.Date      m.Date      y.Amount    m.Amount
-----   ----------  ----------  ----------  --------    --------
Cust A  2021-01-01  2021-01-01  2021-01-01         2           2
Cust A  2021-01-05  2021-01-01  2021-01-01         2           2
Cust A  2021-01-05  2021-01-01  2021-01-05         2           3
Cust A  2021-01-05  2021-01-05  2021-01-01         3           2
Cust A  2021-01-05  2021-01-05  2021-01-05         3           3
Cust A  2021-02-01  2021-01-01  2021-02-01         2           5
Cust A  2021-02-01  2021-01-05  2021-02-01         3           5
Cust A  2021-02-01  2021-02-01  2021-02-01         5           5

这是一个产生正确结果的修改后的选择：

Select a.title, a.Date, 
  Sum(Case When datediff(year, b.Date, a.Date) = 0 Then b.Amount Else 0 End) YTD,
  Sum(Case When datediff(month, b.Date, a.Date) = 0 Then b.Amount Else 0 End) MTD
From [table] a
   join [table] b
      on a.Title = b.Title
         and b.Date <= a.Date
Group by a.title, a.Date

结果：

Title   Date        YTD    MTD
------  ----------  -----  -----
Cust A  2021-01-01   2.00   2.00
Cust A  2021-01-05   5.00   5.00
Cust A  2021-02-01  10.00   5.00

这是一个 SQL Fiddle，包含所有当前的答案以及新的解决方案。

用于计算mtd，ytd值的SQL查询

3 个答案: