获取特定日期最近两年的滚动费用总和

Question

I have a query where I have to rolling sum of last 2 year actual margin/revenue for particular month.

Let's say for example the month & year of invoice is July 2019. I will need to get the SUM(ActualMargin) from July 2017 to 2019.

Does the OVER() function work here?

This is my previous query:

SELECT Agent AS IBO,
  CustomerMode AS Mode,
  MONTH(OriginalInvoiceExtractDate) AS monthInvoice,
  YEAR(OriginalInvoiceExtractDate) AS yearInvoice,
  SUM(ActualMargin) AS ActualMargin,
  SUM(TotalActualRevenue) AS TotalActualRevenue,
  (SUM(ActualMargin) / NULLIF(SUM(TotalActualRevenue), 0)) * 100 AS MarginPct
FROM table
GROUP BY Agent, CustomerMode, MONTH(OriginalInvoiceExtractDate), YEAR(OriginalInvoiceExtractDate)
ORDER BY Agent, CustomerMode

Final output would be for a Agent - Mode combination, I should get SUM(Actual Margin) where summing up the actual margin until the last 24 months from the present month.

For a IBO, Mode combo, Monthinvoice, YearInvoice combo - need the sum of actual margin for last 24 months. For eg, DALLAS_CMO - LTL - June 2016 should fetch me sum(Actual Margin) as the total of all Actual Margin from June 2014 until June 2016)

Answer 1

Over should work for you as long as you are on a suitable version of SQL Server.

Below is a version of your query with a column (ActualMargin2Years) added for the sum of actual margin over the past two years. Note that I'm going back 23 months which makes a 24 month window including the current month. If as you state you want to go from July 2017 to July 2019 that's actually 25 months as the period will include July 2017, 2018 and 2019.

SELECT Agent AS IBO,
  CustomerMode AS Mode,
  MONTH(OriginalInvoiceExtractDate) AS monthInvoice,
  YEAR(OriginalInvoiceExtractDate) AS yearInvoice,
  SUM(ActualMargin) AS ActualMargin,
  SUM(SUM(ActualMargin)) OVER (PARTITION BY Agent,CustomerMode ORDER BY YEAR(OriginalInvoiceExtractDate),MONTH(OriginalInvoiceExtractDate)  rows between 23 preceding an current row) AS ActualMargin2Years,
  SUM(TotalActualRevenue) AS TotalActualRevenue,
  (SUM(ActualMargin) / NULLIF(SUM(TotalActualRevenue), 0)) * 100 AS MarginPct
FROM table
GROUP BY Agent, CustomerMode, MONTH(OriginalInvoiceExtractDate), YEAR(OriginalInvoiceExtractDate)
ORDER BY Agent, CustomerMode

If you need a different window to aggregate over the following might be appropriate alternatives. 25 month window including the current month:

rows between current row and 24 preceding

24 month window excluding the current month:

rows between 1 preceeding and 23 preceding

Answer 2

As i understand, you want get Cumulative Margin with combination key Agent and CustomerMode , in that case you may try as follows:

select  t.IBO,
        t.Mode,
        yearInvoice,
        monthInvoice,
        SUM (ActualMargin) over (partition by t.IBO, t.Mode order by yearInvoice, monthInvoice) as CumulativeMargin
from (
    SELECT    Agent AS IBO,
              CustomerMode AS Mode,
              MONTH(OriginalInvoiceExtractDate) AS monthInvoice,
              YEAR(OriginalInvoiceExtractDate) AS yearInvoice,
              SUM(ActualMargin) AS ActualMargin,
              SUM(TotalActualRevenue) AS TotalActualRevenue,
              (SUM(ActualMargin) / NULLIF(SUM(TotalActualRevenue), 0)) * 100 AS MarginPct
    FROM table
    GROUP BY Agent, CustomerMode, MONTH(OriginalInvoiceExtractDate), YEAR(OriginalInvoiceExtractDate)
    ) as t 
go