如何在其运行总计达到零的帐户上应用状态

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【中文标题】如何在其运行总计达到零的帐户上应用状态【英文标题】:How to apply status on a account that has its running total reaching zero 【发布时间】:2019-12-14 20:18:18 【问题描述】:

以下是我正在尝试操作的示例数据。

    +----------------+------------------+---------+------+--------------+-------------+--+--+
| ACCOUNT_NUMBER | TRANSACTION_DATE | bal     | Row# | RunningTotal | status      |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 31/03/2015       | 82.61   | 4    | 82.61        | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 31/03/2015       | 85.25   | 5    | 167.86       | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 31/03/2015       | 93.61   | 6    | 261.47       | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 30/04/2015       | 78.95   | 7    | 340.42       | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 22/05/2015       | -62.04  | 8    | 278.38       | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 31/05/2015       | 98.95   | 9    | 377.33       | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 30/06/2015       | 79.5    | 10   | 456.83       | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 15/07/2015       | -345.76 | 11   | 111.07       | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 12/05/2016       | -111.07 | 12   | 0            | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 31/03/2015       | 2.5     | 13   | 2.5          | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 31/03/2015       | 2.5     | 14   | 5            | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 31/03/2015       | 2.5     | 15   | 7.5          | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 30/04/2015       | 2.5     | 16   | 10           | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 31/05/2015       | 2.5     | 17   | 12.5         | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 30/06/2015       | 0.67    | 18   | 13.17        | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 30/07/2015       | -0.81   | 19   | 12.36        | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 31/05/2018       | 5.08    | 20   | 17.44        | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 30/11/2018       | 1.02    | 21   | 18.46        | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 31/05/2019       | 1.48    | 22   | 19.94        | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 31/03/2015       | 8.38    | 23   | 8.38         | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 31/03/2015       | 10.65   | 24   | 19.03        | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 31/03/2015       | 25.07   | 25   | 44.1         | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 30/04/2015       | 12.21   | 26   | 56.31        | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 30/04/2015       | -20     | 27   | 36.31        | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 20/05/2015       | -36.31  | 28   | 0            | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 31/05/2015       | -3.69   | 29   | -3.69        | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 31/05/2015       | 13.17   | 30   | 9.48         | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 30/06/2015       | 9       | 31   | 18.48        | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 25/07/2015       | -18.48  | 32   | 0            | CLEARED     

以下是用于应用发票状态的脚本。本质上,我希望能够确定某个帐户是否已经取消了所有发票。我有两个条件:

    如果余额的 SUM 等于 0,则应用 CLEARED 第二个选项是我想要弄清楚的。如果以某种方式运行总和的最终总和不为零,但在它清除的地方让所有上述发票都清除标记。


  select *,
    (CASE WHEN sum(bal) OVER (PARTITION BY ACCOUNT_NUMBER ) = 0 THEN 'CLEARED'
     WHEN sum(bal) OVER (PARTITION BY ACCOUNT_NUMBER order by Row#,TRANSACTION_DATE ) = 0 THEN 'CLEARED'
    else 'NOT_CLEARED'
    end) as status
     from #running_totals
    order by Row#, TRANSACTION_DATE

可以帮助我如何应用它 预期结果

   +----------------+------------------+---------+------+--------------+-------------+--+--+
| ACCOUNT_NUMBER | TRANSACTION_DATE | bal     | Row# | RunningTotal | status      |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 31/03/2015       | 82.61   | 4    | 82.61        | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 31/03/2015       | 85.25   | 5    | 167.86       | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 31/03/2015       | 93.61   | 6    | 261.47       | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 30/04/2015       | 78.95   | 7    | 340.42       | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 22/05/2015       | -62.04  | 8    | 278.38       | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 31/05/2015       | 98.95   | 9    | 377.33       | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 30/06/2015       | 79.5    | 10   | 456.83       | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 15/07/2015       | -345.76 | 11   | 111.07       | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 155            | 12/05/2016       | -111.07 | 12   | 0            | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 31/03/2015       | 2.5     | 13   | 2.5          | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 31/03/2015       | 2.5     | 14   | 5            | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 31/03/2015       | 2.5     | 15   | 7.5          | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 30/04/2015       | 2.5     | 16   | 10           | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 31/05/2015       | 2.5     | 17   | 12.5         | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 30/06/2015       | 0.67    | 18   | 13.17        | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 30/07/2015       | -0.81   | 19   | 12.36        | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 31/05/2018       | 5.08    | 20   | 17.44        | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 30/11/2018       | 1.02    | 21   | 18.46        | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 953            | 31/05/2019       | 1.48    | 22   | 19.94        | NOT_CLEARED |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 31/03/2015       | 8.38    | 23   | 8.38         | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 31/03/2015       | 10.65   | 24   | 19.03        | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 31/03/2015       | 25.07   | 25   | 44.1         | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 30/04/2015       | 12.21   | 26   | 56.31        | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 30/04/2015       | -20     | 27   | 36.31        | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 20/05/2015       | -36.31  | 28   | 0            | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 31/05/2015       | -3.69   | 29   | -3.69        | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 31/05/2015       | 13.17   | 30   | 9.48         | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 30/06/2015       | 9       | 31   | 18.48        | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
| 961            | 25/07/2015       | -18.48  | 32   | 0            | CLEARED     |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
|                |                  |         |      |              |             |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
|                |                  |         |      |              |             |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+
|                |                  |         |      |              |             |  |  |
+----------------+------------------+---------+------+--------------+-------------+--+--+

【问题讨论】:

“如果以某种方式运行总和的最终总和不为零,但在它清除的地方让所有上述发票都清除标记。”我不关注你想在那里说什么。预期结果和进一步解释将帮助我们为您提供帮助。 您的样本数据中的 DT_Amount 在哪里? 嗨 @mkRabbani 编辑到正确的 bal,如表中所示 感谢您的预期结果,但您没有进一步解释。 嗨@Larnu 可以说 961 它的运行总数达到零,但在其清算发票的底部有更多未清算的发票。所有高于零的发票基本上都应该被清除。 【参考方案1】:

试试这个。鉴于您提供的数据表,我假设您已经拥有 RowNum 行。您或许可以改进这一点,但这是一个开始。

;WITH CTE AS(
       select t1.ACCOUNT_NUMBER AN3, t1.RowNum RN3 
       from #temp  t1
       CROSS APPLY(select ACCOUNT_NUMBER AN2,RowNum RN2 
                from #temp where RunningTotal=0) t2 where t1.ACCOUNT_NUMBER = t2.AN2 and t1.RowNum <= t2.RN2
    )
    select ACCOUNT_NUMBER,TRANSACTION_DATE,bal,RowNum,RunningTotal,Status,
        CASE WHEN t2.AN3 IS NOT NULL THEN 'CLEARED'
            ELSE 'NOT CLEARED' END Status       
    from #temp t1
    LEFT JOIN CTE t2 on t1.ACCOUNT_NUMBER = t2.AN3 and t1.RowNum = t2.RN3

【讨论】:

嗨@JM_,谢谢你成功了。只需在 CTE 之后的 select 上添加 distinct 。只返回唯一值。 @omah94 如果这提供了解决方案,我希望您将其标记为已回答。【参考方案2】:

尝试以下逻辑-

SELECT *,
    CASE 
        WHEN (SELECT MIN(ACCOUNT_NUMBER) FROM your_table) = ACCOUNT_NUMBER THEN 'CLEARED'
        -- I have considered the MIN ACC_NUMBER as per your data
        -- But you can also use a fix ACC_NUMBER if required like
        -- WHEN 199= ACCOUNT_NUMBER THEN 'CLEARED'
        WHEN            
            SUM(bal) OVER(
                PARTITION BY ACCOUNT_NUMBER ORDER BY ACCOUNT_NUMBER 
                ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW
            ) = 0 THEN 'CLEARED'
        ELSE 'NOT_CLEARED'
    END Status
FROM your_table

【讨论】:

哪里不匹配? 例如,我期待第一个帐号表示一切都已清除。由于帐户持有人已付清所有发票【参考方案3】:

我认为您只需将状态清除且余额为 0 的最后一行的行号与余额为 0 的最后一行的行号进行比较即可:

select rt.*,
       (case when sum(bal) over (partition by account_number) = 0
             then 'CLEARED'
             when max(case when status = 'CLEARED' and bal = 0 then Row# end) =
                  max(case when bal = 0 then Row# end)
             then 'CLEARED'
             else 'NOT_CLEARED'
        end) as status
from #running_totals rt
order by Row#, TRANSACTION_DATE

【讨论】:

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