我想每6个月创建一个滚动期,但我不确定最好的方法。我猜这可能必须递归完成?
我有一个包含类似以下数据的付款表:
CREATE TABLE payments
([id] int, [payment_month] int, [payment_date] datetime, [payment_amount] int)
;
INSERT INTO payments
([id], [payment_month], [payment_date], [payment_amount])
VALUES
(1, 201911, '2019-11-01 00:00:00', 50),
(1, 201912, '2019-12-01 00:00:00', 50),
(1, 202001, '2020-01-01 00:00:00', 50),
(1, 202002, '2020-02-01 00:00:00', 50),
(1, 202003, '2020-03-01 00:00:00', 50),
(1, 202004, '2020-04-01 00:00:00', 50),
(1, 202005, '2020-05-01 00:00:00', 50),
(1, 202006, '2020-06-01 00:00:00', 25),
(1, 202007, '2020-07-01 00:00:00', 50),
(1, 202008, '2020-08-01 00:00:00', 50),
(1, 202009, '2020-09-01 00:00:00', 15),
(2, 201911, '2019-11-01 00:00:00', 50),
(2, 201912, '2019-12-01 00:00:00', 50),
(2, 202001, '2020-01-01 00:00:00', 25),
(2, 202002, '2020-02-01 00:00:00', 50),
(2, 202003, '2020-03-01 00:00:00', 45),
(2, 202004, '2020-04-01 00:00:00', 45),
(2, 202004, '2020-04-10 00:00:00', 20),
(2, 202005, '2020-05-01 00:00:00', 25),
(3, 202004, '2020-04-01 00:00:00', 50),
(3, 202005, '2020-05-01 00:00:00', 50),
(3, 202006, '2020-06-01 00:00:00', 50),
(3, 202007, '2020-07-01 00:00:00', 50),
(3, 202008, '2020-08-01 00:00:00', 50),
(3, 202009, '2020-09-01 00:00:00', 300)
;
我还有一个日历表,我正在使用它来返回这样的数据:
CREATE TABLE calendar
([CalendarPeriod] int, [CalendarDate] datetime)
;
INSERT INTO calendar
([CalendarPeriod], [CalendarDate])
VALUES
(202004, '2020-04-30 00:00:00'),
(202005, '2020-05-31 00:00:00'),
(202006, '2020-06-30 00:00:00'),
(202007, '2020-07-31 00:00:00'),
(202008, '2020-08-31 00:00:00'),
(202009, '2020-09-30 00:00:00')
;
我希望得到一个输出,其中calendar
的每个CalendarPeriod
都与自己和前5个月配对。CalendarPeriod
作为报告期,每个月的滚动期为6个月。我的最终目标是通过payment_month
将payment_amounts
加入每个报告期,其中payment_month
等于报告期中的一个滚动月。
编辑:我对几个月和滚动期的预期输出如下表所示。如果需要,我可以通过CalendarPeriod
操作表进行聚合。
+----------------+----------------+----------------+
| CalendarPeriod | rolling_period | rolling_amount |
+----------------+----------------+----------------+
| 202004 | 201911 | 100 |
+----------------+----------------+----------------+
| 202004 | 201912 | 100 |
+----------------+----------------+----------------+
| 202004 | 202001 | 75 |
+----------------+----------------+----------------+
| 202004 | 202002 | 100 |
+----------------+----------------+----------------+
| 202004 | 202003 | 95 |
+----------------+----------------+----------------+
| 202004 | 202004 | 165 |
+----------------+----------------+----------------+
| 202005 | 201912 | 100 |
+----------------+----------------+----------------+
| 202005 | 202001 | 75 |
+----------------+----------------+----------------+
| 202005 | 202002 | 100 |
+----------------+----------------+----------------+
| 202005 | 202003 | 95 |
+----------------+----------------+----------------+
| 202005 | 202004 | 165 |
+----------------+----------------+----------------+
| 202005 | 202005 | 125 |
+----------------+----------------+----------------+
| 202006 | 202001 | 75 |
+----------------+----------------+----------------+
| 202006 | 202002 | 100 |
+----------------+----------------+----------------+
| 202006 | 202003 | 95 |
+----------------+----------------+----------------+
| 202006 | 202004 | 165 |
+----------------+----------------+----------------+
| 202006 | 202005 | 125 |
+----------------+----------------+----------------+
| 202006 | 202006 | 75 |
+----------------+----------------+----------------+
| 202007 | 202002 | 100 |
+----------------+----------------+----------------+
| 202007 | 202003 | 95 |
+----------------+----------------+----------------+
| 202007 | 202004 | 165 |
+----------------+----------------+----------------+
| 202007 | 202005 | 125 |
+----------------+----------------+----------------+
| 202007 | 202006 | 75 |
+----------------+----------------+----------------+
| 202007 | 202007 | 100 |
+----------------+----------------+----------------+
| 202008 | 202003 | 95 |
+----------------+----------------+----------------+
| 202008 | 202004 | 165 |
+----------------+----------------+----------------+
| 202008 | 202005 | 125 |
+----------------+----------------+----------------+
| 202008 | 202006 | 75 |
+----------------+----------------+----------------+
| 202008 | 202007 | 100 |
+----------------+----------------+----------------+
| 202008 | 202008 | 100 |
+----------------+----------------+----------------+
| 202009 | 202004 | 165 |
+----------------+----------------+----------------+
| 202009 | 202005 | 125 |
+----------------+----------------+----------------+
| 202009 | 202006 | 75 |
+----------------+----------------+----------------+
| 202009 | 202007 | 100 |
+----------------+----------------+----------------+
| 202009 | 202008 | 100 |
+----------------+----------------+----------------+
| 202009 | 202009 | 315 |
+----------------+----------------+----------------+
-- Alternate:
+----------------+----------------+
| CalendarPeriod | rolling_amount |
+----------------+----------------+
| 202004 | 635 |
+----------------+----------------+
| 202005 | 660 |
+----------------+----------------+
| 202006 | 635 |
+----------------+----------------+
| 202007 | 660 |
+----------------+----------------+
| 202008 | 660 |
+----------------+----------------+
| 202009 | 880 |
+----------------+----------------+
提前感谢你的帮助。
根据我对您的问题的理解,您需要每个期间最后6个月的滚动付款总额。
我不认为你真的需要你展示的中间数据集来实现这个目标。您只需使用窗口功能:
select c.calendarperiod,
sum(p.payment_amount) month_amount,
sum(sum(p.payment_amount)) over(
order by c.calendarperiod
rows between 5 preceding and current row
) rolling_6_month_amount
from calendar c
left join payments p
on p.payment_date >= datefromparts(year(c.calendardate), month(c.calendardate), 1)
and p.payment_date < dateadd(day, 1, c.calendardate)
group by c.calendarperiod
查询从日历开始,并为每个月带来相应的付款-我调整了日期间隔,以防在该月的最后一天内有付款。然后,我们按周期进行汇总。最后,我们可以使用窗口函数来回顾过去5个期间,并对相应的付款进行汇总。