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sql - 创建滚动期间

问题描述

我想每 6 个月创建一个滚动期，但我不确定执行此操作的最佳方法。我猜这可能必须递归完成？

我有一个包含类似于以下数据的付款表：

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)
;

我还有一个我正在使用的日历表，它返回如下数据：

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，其中每个CalendarPeriodfromcalendar与自身和前 5 个月配对。CalendarPeriod作为报告期，每个月的滚动期为 6 个月。我的最终目标是加入payment_amounts到payment_month每个报告期，其中payment_month等于报告期内的滚动月份之一。

编辑： 我预期的几个月和滚动期的输出如下表所示。CalendarPeriod如果需要，我可以操纵表格进行聚合。

+----------------+----------------+----------------+
| 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            |
+----------------+----------------+

提前感谢您的帮助。

标签： sqlsql-serverdatetimesumaggregate-functions

解决方案

据我了解您的问题，您希望在每个期间的最后 6 个月内滚动付款。

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。您可以只使用窗口函数：

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，以防当月的最后一天有付款。然后，我们按时期汇总。最后，我们可以使用窗口函数回顾过去 5 个时期并对相应的付款求和。

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