SQL 服务器在日期范围内聚合

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，并在适用于计费交易日期时将它们相加。

因此，所有在最后一个账单日期之后但小于下一个账单日期的调整都需要汇总并与账单金额一起很好地呈现。

参见示例：

+------------------+------------+------------+------------------+--------------------+
| TRANSACTION_TYPE | CUSTOMERID | LOCATIONID | TRANSACTION DATE | TRANSACTION AMOUNT |
+------------------+------------+------------+------------------+--------------------+
| bill             | 215        | 102        | 7/7/2016         | 0.00            |
| bill             | 215        | 102        | 6/6/2016         | 1.00            |
| adj              | 215        | 102        | 6/1/2016         | .00             |
| adj              | 215        | 102        | 5/8/2016         | [=11=].35              |
| adj              | 215        | 102        | 5/7/2016         | .00              |
| bill             | 215        | 102        | 5/6/2016         | 5.00            |
| bill             | 215        | 102        | 4/7/2016         | 0.00            |
| adj              | 215        | 102        | 4/2/2016         | .35              |
| adj              | 215        | 102        | 4/1/2016         | $(0.50)            |
| adj              | 215        | 102        | 3/28/2016        | .00             |
| bill             | 215        | 102        | 3/28/2016        | .00             |
| adj              | 215        | 102        | 3/5/2016         | [=11=].33              |
| bill             | 215        | 102        | 3/3/2016         | .00             |
+------------------+------------+------------+------------------+--------------------+

我想看的是：

    +------------------+------------+------------+------------------+-------------+-------------------+
| TRANSACTION_TYPE | CUSTOMERID | LOCATIONID | TRANSACTION DATE | BILL AMOUNT | ADJUSTMENT AMOUNT |
+------------------+------------+------------+------------------+-------------+-------------------+
| bill             | 215        | 102        | 7/7/2016         | 0.00     | $-                |
| bill             | 215        | 102        | 6/6/2016         | 1.00     | .35            |
| bill             | 215        | 102        | 5/6/2016         | 5.00     | $-                |
| bill             | 215        | 102        | 4/7/2016         | 0.00     | .85            |
| bill             | 215        | 102        | 3/28/2016        | .00      | [=12=].33             |
| bill             | 215        | 102        | 3/3/2016         | .00      | $-                |
+------------------+------------+------------+------------------+-------------+-------------------+

Answer 1

您需要：

首先将 table 设想为两个（虚拟）子 table，在 TransactionType 上；
然后使用 LEAD 函数获取要应用的调整的日期范围；和
最终执行 eft 连接。

以下未测试 SQL：

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

这就是我最后做的事情：

        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

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