SELECT YEAR(aum.AUM_Timeperiod) as Year,
DATEPART(q, aum.AUM_TimePeriod) AS Quarter,
SUM(cast(aum.AUM_AssetValue AS money)) as total_AssetValue
FROM AssetUnderManagement as aum,
LineOfBusiness
where aum.LOB_ID = LineOfBusiness.LOB_ID
and LineOfBusiness.LOB_Name = 'Asset Management'
GROUP BY YE开发者_如何学GoAR(aum.AUM_Timeperiod), DATEPART(q, aum.AUM_TimePeriod);
The above query returns the value per quarter.
My question is how to change it if I want the Total_AssetValue
of the last month in that quarter to be assigned to that quarter.
For eaxmple Quater 3 total_AssetValue is sum(100+200+300). but i want the quater 3 value to be 300 which is the last month value in that quater
How about:
SELECT
Year,
Quarter,
(
SELECT SUM(CAST(AUM_AssetValue AS MONEY))
FROM AssetUnderManagement
WHERE YEAR(AUM_Timeperiod) = i.Year
AND MONTH(AUM_TimePeriod) = i.LastMonthInQuarter
) AS total_AssetValue
FROM
(
SELECT
YEAR(aum.AUM_Timeperiod) AS Year,
DATEPART(q, aum.AUM_TimePeriod) AS Quarter,
MAX(MONTH(aum.AUM_TimePeriod)) AS LastMonthInQuarter
FROM
AssetUnderManagement as aum, LineOfBusiness
WHERE
aum.LOB_ID = LineOfBusiness.LOB_ID
AND LineOfBusiness.LOB_Name = 'Asset Management'
GROUP BY
YEAR(aum.AUM_Timeperiod),
DATEPART(q, aum.AUM_TimePeriod)
) AS i
Here's a version that uses a common table expression:
WITH MyData AS
(SELECT YEAR(aum.AUM_Timeperiod) AS [Year], DATEPART(q, aum.AUM_TimePeriod) AS [Quarter],
DATEPART(M, aum.AUM_TimePeriod) AS [Month],
DATEPART(M, aum.AUM_TimePeriod) - (DATEPART(q, aum.AUM_TimePeriod) - 1) * 3 AS [MonthInQtr],
SUM(CAST(aum.AUM_AssetValue AS MONEY)) AS [total_AssetValue]
FROM AssetUnderManagement AS aum, LineOfBusiness
WHERE aum.LOB_ID = LineOfBusiness.LOB_ID
AND LineOfBusiness.LOB_Name = 'Asset Management'
GROUP BY YEAR(aum.AUM_Timeperiod), DATEPART(q, aum.AUM_TimePeriod),
DATEPART(M, aum.AUM_TimePeriod), DATEPART(M, aum.AUM_TimePeriod) -
(DATEPART(q, aum.AUM_TimePeriod) - 1) * 3
)
SELECT [Year], [Quarter]
FROM MyData
WHERE MonthInQtr = 3
ORDER BY [Year], [Quarter], [total_AssetValue]
;
You can use the same CTE from above and use the following query to get your original results
SELECT [Year], [Quarter], SUM([total_AssetValue])
FROM MyData
GROUP BY [Year], [Quarter]
ORDER BY [Year], [Quarter]
;
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