SQL Server聚合日期范围

Question

我正在使用SQL Server 2014.我需要在按客户和位置分区或分组的日期范围内汇总总计（总计）。关键是获取所有调整金额并将其总结，因为它们适用于结算交易日期。

因此，在最后一个帐单日期之后，但小于下一个帐单日期的所有调整都需要总结并与帐单金额很好地一起呈现。

见例如：

+------------------+------------+------------+------------------+--------------------+ 
| TRANSACTION_TYPE | CUSTOMERID | LOCATIONID | TRANSACTION DATE | TRANSACTION AMOUNT | 
+------------------+------------+------------+------------------+--------------------+ 
| bill    | 215  | 102  | 7/7/2016   | $100.00   | 
| bill    | 215  | 102  | 6/6/2016   | $121.00   | 
| adj    | 215  | 102  | 6/1/2016   | $22.00    | 
| adj    | 215  | 102  | 5/8/2016   | $0.35    | 
| adj    | 215  | 102  | 5/7/2016   | $5.00    | 
| bill    | 215  | 102  | 5/6/2016   | $115.00   | 
| bill    | 215  | 102  | 4/7/2016   | $200.00   | 
| adj    | 215  | 102  | 4/2/2016   | $4.35    | 
| adj    | 215  | 102  | 4/1/2016   | $(0.50)   | 
| adj    | 215  | 102  | 3/28/2016  | $33.00    | 
| bill    | 215  | 102  | 3/28/2016  | $75.00    | 
| adj    | 215  | 102  | 3/5/2016   | $0.33    | 
| bill    | 215  | 102  | 3/3/2016   | $99.00    | 
+------------------+------------+------------+------------------+--------------------+ 

我想看到的是以下内容：

+------------------+------------+------------+------------------+-------------+-------------------+ 
| TRANSACTION_TYPE | CUSTOMERID | LOCATIONID | TRANSACTION DATE | BILL AMOUNT | ADJUSTMENT AMOUNT | 
+------------------+------------+------------+------------------+-------------+-------------------+ 
| bill    | 215  | 102  | 7/7/2016   | $100.00  | $-    | 
| bill    | 215  | 102  | 6/6/2016   | $121.00  | $27.35   | 
| bill    | 215  | 102  | 5/6/2016   | $115.00  | $-    | 
| bill    | 215  | 102  | 4/7/2016   | $200.00  | $36.85   | 
| bill    | 215  | 102  | 3/28/2016  | $75.00  | $0.33    | 
| bill    | 215  | 102  | 3/3/2016   | $99.00  | $-    | 
+------------------+------------+------------+------------------+-------------+-------------------+ 

Answer 1

您需要：

• 第一受孕表为两个（虚拟）子表，在TransactionType上;
• 然后使用LEAD函数来获取要应用的调整的日期范围;和
• 最后执行eft连接。

未经测试的SQL如下：

with 
BillData as (
    select 
     TransactionType, 
     CustomerID, 
     LocationID, 
     TransactionDate, 
     TransactionAmount, 
     lead(TransactionDate, 1) over (partition by CustomerID 
             order by TransactionDate) as NextDate 
    from @data bill 
    where TransactionType = 'bill' 
), 
AdjData as (
    select 
     CustomerID, 
     TransactionDate, 
     sum(TransactionAmount) as AdjAmount 
    from @data adj 
    where TransactionType = 'adj' 
) 
select 
    bill.TransactionType, 
    bill.CustomerID, 
    bill.LocationID, 
    bill.TransactionDate, 
    sum(TransactionAmount) as BillAmount, 
    sum(AdjAmount)   as AdjAmount 
from BillData bill 
left join AdjData adj 
    on adj.CustomerID = bill.CustomerID 
    and bill.TransactionDate <= adj.TransactionDate 
    and adj.TransactionDate < bill.NextDate 
group by 
    bill.TransactionType, 
    bill.CustomerID, 
    bill.LocationID, 
    bill.TransactionDate 
; 

Answer 2

这是我落得这样做：

 select 
     bill.TransactionType, 
     bill.CustomerID, 
     bill.LocationID, 
     bill.TransactionDate, 
     TransactionAmount as BillAmount, 
     sum(AdjAmount)   as AdjAmount 
    from 
    (
     select 
      TransactionType, 
      CustomerID, 
      LocationID, 
      TransactionDate, 
      TransactionAmount, 
      lag(TransactionDate, 1) over (partition by CustomerID, LocationID 
              order by TransactionDate) as PreviousDate --NextDate 
     from test1 
     where TransactionType = 'bill' 
    ) as bill 
    left join 
    (
     select 
      CustomerID, 
      LocationID, 
      TransactionDate, 
      TransactionAmount as AdjAmount 
     from test1 
     where TransactionType = 'adj' 
    ) as adj 
    ON 
     adj.CustomerID = bill.CustomerID 
     and adj.LocationID = bill.LocationID 
    and adj.TransactionDate >= bill.PreviousDate 
    and adj.TransactionDate < bill.TransactionDate 
    group by 
     bill.TransactionType, 
     bill.CustomerID, 
     bill.LocationID, 
     bill.TransactionDate, 
     bill.TransactionAmount 
    order by 4 desc