How to reset the cumulative sum based on condition? - sql-server

Question

Sample data:
CREATE TABLE [dbo].[agent_sales]
(
[date] [date] NULL,
[agent] [nvarchar](50) NULL,
[sale] [int] NULL
) ON [PRIMARY]
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-01-03' AS Date), N'Agent A', 10)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-02-05' AS Date), N'Agent A', 5)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-03-10' AS Date), N'Agent A', 20)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-04-10' AS Date), N'Agent A', 2)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-01-05' AS Date), N'Agent B', 5)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-02-06' AS Date), N'Agent B', 28)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-03-10' AS Date), N'Agent B', 5)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-04-10' AS Date), N'Agent B', 10)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-01-02' AS Date), N'Agent C', 35)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-02-04' AS Date), N'Agent C', 25)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-03-08' AS Date), N'Agent C', 15)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-04-10' AS Date), N'Agent C', 10)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-01-01' AS Date), N'Agent D', 5)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-02-02' AS Date), N'Agent D', 35)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-03-10' AS Date), N'Agent D', 31)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-04-10' AS Date), N'Agent D', 10)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-01-01' AS Date), N'Agent E', 32)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-02-01' AS Date), N'Agent E', 0)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-03-10' AS Date), N'Agent E', 20)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-04-10' AS Date), N'Agent E', 12)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-01-01' AS Date), N'Agent F', 32)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-02-02' AS Date), N'Agent F', 9)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-03-10' AS Date), N'Agent F', 11)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-04-10' AS Date), N'Agent F', 12)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-01-01' AS Date), N'Agent G', 32)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-02-02' AS Date), N'Agent G', 0)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-03-10' AS Date), N'Agent G', 20)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-04-10' AS Date), N'Agent G', 8)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-01-01' AS Date), N'Agent H', 32)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-03-10' AS Date), N'Agent H', 20)
GO
INSERT [dbo].[agent_sales] ([date], [agent], [sale]) VALUES (CAST(N'2021-04-10' AS Date), N'Agent H', 8)
SELECT statement output:
select date, agent, sale
from agent_sales
date agent sales
--------------------------------------
2021-01-03 00:00:00.000 Agent A 10
2021-02-05 00:00:00.000 Agent A 5
2021-03-10 00:00:00.000 Agent A 20
2021-04-10 00:00:00.000 Agent A 2
2021-01-05 00:00:00.000 Agent B 5
2021-02-06 00:00:00.000 Agent B 28
2021-03-10 00:00:00.000 Agent B 5
2021-04-10 00:00:00.000 Agent B 10
2021-01-02 00:00:00.000 Agent C 35
2021-02-04 00:00:00.000 Agent C 25
2021-03-08 00:00:00.000 Agent C 15
2021-04-10 00:00:00.000 Agent C 10
2021-01-01 00:00:00.000 Agent D 5
2021-02-02 00:00:00.000 Agent D 35
2021-03-10 00:00:00.000 Agent D 31
2021-04-10 00:00:00.000 Agent D 10
2021-01-01 00:00:00.000 Agent E 32
2021-02-02 00:00:00.000 Agent E 0
2021-03-10 00:00:00.000 Agent E 20
2021-04-10 00:00:00.000 Agent E 12
2021-01-01 00:00:00.000 Agent F 32
2021-02-02 00:00:00.000 Agent F 9
2021-03-10 00:00:00.000 Agent F 11
2021-04-10 00:00:00.000 Agent F 12
2021-01-01 00:00:00.000 Agent G 32
2021-02-02 00:00:00.000 Agent G 0
2021-03-10 00:00:00.000 Agent G 20
2021-04-10 00:00:00.000 Agent G 8
2021-01-01 00:00:00.000 Agent H 32
2021-03-10 00:00:00.000 Agent H 20
2021-04-10 00:00:00.000 Agent H 8
I want to get the counts of agents who have crossed 30 sales cumulatively summed, but the counter (cumulative sum logic) should get reset if an agent has not made 30 sales in last 45 days.
Expected output:
YrMon
Count_Agent_more_than_30_sales
Jan21
5
Feb21
7
Mar21
5
Apr21
6
Logic:
Jan21 - 5 since C, E, F, G, H cross 30.
Feb21 - 7 since B, C, D, E, F, G, H cumulatively cross 30.
Mar21 - 5 since A, B, C, D, F cumulatively cross 30. Where as E, G, H are excluded because it has been 45 days since the last entry cumulatively crossing 30 sales.
Apr21 - 6 since A, B, C, D, E, F cumulatively cross 30. Where as G, H are excluded because it has been 45 days since the last entry cumulatively crossing 30 sales.
My query to calculate sum over period:
;WITH CTE AS
(
SELECT
CAST(YEAR([DATE]) AS VARCHAR) + ' ' + CAST(MONTH([DATE]) AS VARCHAR) YRMON,
[DATE], AGENT, SUM(SALE) SALES
FROM
agent_sales
GROUP BY
CAST(YEAR([DATE]) AS VARCHAR) + ' ' + CAST(MONTH([DATE]) AS VARCHAR),
AGENT, [DATE]
)
SELECT
*,
SUM(SALES) OVER(PARTITION BY AGENT ORDER BY YRMON) SUMOVERPERIOD
FROM CTE
ORDER BY 3,2
Now I am trying to apply the logic on the calculated sum:
;WITH CTE AS (SELECT CAST(YEAR([DATE]) AS VARCHAR)+' '+CAST(MONTH([DATE]) AS VARCHAR) YRMON, [DATE], AGENT, SUM(SALE) SALES
FROM agent_sales
GROUP BY CAST(YEAR([DATE]) AS VARCHAR)+' '+CAST(MONTH([DATE]) AS VARCHAR), [DATE], AGENT
)
SELECT *, SUM(SALES) OVER(PARTITION BY AGENT ORDER BY YRMON) SUMOVERPERIOD,
CASE WHEN SUM(SALES) OVER(PARTITION BY AGENT ORDER BY YRMON)>30 THEN 1 ELSE 0 END AS CALC
FROM CTE
ORDER BY 3,2
This is giving me the cumulative sum.
To check cumulative sum based on 45 day:
;WITH CTE AS (SELECT CAST(YEAR([DATE]) AS VARCHAR)+' '+CAST(MONTH([DATE]) AS VARCHAR) YRMON, [DATE], AGENT, SUM(SALE) SALES
FROM agent_sales
GROUP BY CAST(YEAR([DATE]) AS VARCHAR)+' '+CAST(MONTH([DATE]) AS VARCHAR), [DATE], AGENT
)
SELECT *, SUM(SALES) OVER(PARTITION BY AGENT ORDER BY YRMON) SUMOVERPERIOD,
CASE WHEN SUM(SALES) OVER(PARTITION BY AGENT ORDER BY YRMON)>30 THEN 1 ELSE 0 END AS CUMULATIVE_ABOVE_30,
[DATE],LAG([DATE],1,[DATE]) OVER(PARTITION BY AGENT ORDER BY [DATE]) [LAG],
DATEDIFF(DAY,LAG([DATE],1,[DATE]) OVER(PARTITION BY AGENT ORDER BY [DATE]),[DATE]) [DDIFF],
CASE WHEN SUM(SALES) OVER(PARTITION BY AGENT ORDER BY YRMON)>30 AND DATEDIFF(DAY,LAG([DATE],1,[DATE]) OVER(PARTITION BY AGENT ORDER BY [DATE]),[DATE])<46 THEN 1 ELSE 0 END AS CUMULATIVE_ABOVE_30_AND_LAST_SALE_IN_45_DAYS
FROM CTE
ORDER BY 3,2
How do I get the above query to reset the cumulative sum counter with 45 day logic? For example - Agent G should not show up in Mar and Apr.
Same SQL as above, but with Month-wise Agent Names:
;WITH CTE AS (SELECT CAST(YEAR([DATE]) AS VARCHAR)+' '+CAST(MONTH([DATE]) AS VARCHAR) YRMON, [DATE], AGENT, SUM(SALE) SALES
FROM agent_sales
GROUP BY CAST(YEAR([DATE]) AS VARCHAR)+' '+CAST(MONTH([DATE]) AS VARCHAR), [DATE], AGENT
),
CTE1 as (SELECT *, SUM(SALES) OVER(PARTITION BY AGENT ORDER BY YRMON) SUMOVERPERIOD,
CASE WHEN SUM(SALES) OVER(PARTITION BY AGENT ORDER BY YRMON)>30 THEN 1 ELSE 0 END AS CUMULATIVE_ABOVE_30,
[DATE] AS [DT],LAG([DATE],1,[DATE]) OVER(PARTITION BY AGENT ORDER BY [DATE]) [LAG],
DATEDIFF(DAY,LAG([DATE],1,[DATE]) OVER(PARTITION BY AGENT ORDER BY [DATE]),[DATE]) [DDIFF],
CASE WHEN SUM(SALES) OVER(PARTITION BY AGENT ORDER BY YRMON)>30 AND DATEDIFF(DAY,LAG([DATE],1,[DATE]) OVER(PARTITION BY AGENT ORDER BY [DATE]),[DATE])<46 THEN 1 ELSE 0 END AS CUMULATIVE_ABOVE_30_AND_LAST_SALE_IN_45_DAYS
FROM CTE)
select YRMON,AGENT FROM CTE1 WHERE CUMULATIVE_ABOVE_30_AND_LAST_SALE_IN_45_DAYS=1
Same as above, but with month-wise counts:
;WITH CTE AS (SELECT CAST(YEAR([DATE]) AS VARCHAR)+' '+CAST(MONTH([DATE]) AS VARCHAR) YRMON, [DATE], AGENT, SUM(SALE) SALES
FROM agent_sales
GROUP BY CAST(YEAR([DATE]) AS VARCHAR)+' '+CAST(MONTH([DATE]) AS VARCHAR), [DATE], AGENT
),
CTE1 as (SELECT *, SUM(SALES) OVER(PARTITION BY AGENT ORDER BY YRMON) SUMOVERPERIOD,
CASE WHEN SUM(SALES) OVER(PARTITION BY AGENT ORDER BY YRMON)>30 THEN 1 ELSE 0 END AS CUMULATIVE_ABOVE_30,
[DATE] AS [DT],LAG([DATE],1,[DATE]) OVER(PARTITION BY AGENT ORDER BY [DATE]) [LAG],
DATEDIFF(DAY,LAG([DATE],1,[DATE]) OVER(PARTITION BY AGENT ORDER BY [DATE]),[DATE]) [DDIFF],
CASE WHEN SUM(SALES) OVER(PARTITION BY AGENT ORDER BY YRMON)>30 AND DATEDIFF(DAY,LAG([DATE],1,[DATE]) OVER(PARTITION BY AGENT ORDER BY [DATE]),[DATE])<46 THEN 1 ELSE 0 END AS CUMULATIVE_ABOVE_30_AND_LAST_SALE_IN_45_DAYS
FROM CTE)
select YRMON,count(*) FROM CTE1 WHERE CUMULATIVE_ABOVE_30_AND_LAST_SALE_IN_45_DAYS=1
group by YRMON
I am unable to get query to reset the cumulative sum counter with 45 day logic.

Answer 1

Note: I get different results, perhaps misinterpreting one of your rules, but you will get the idea.
Try this:
DECLARE #ClosingDay int = 21
, #CicleDays int = -45
, #TargetSales int = 30
;
WITH AgentSaleCicle AS
(
SELECT
*
, CicleBegin = DATEADD(DAY, #CicleDays, CONVERT(date, LTRIM(YEAR([date])*10000+MONTH([date])*100+#ClosingDay)))
, CicleEnd = CONVERT(date, LTRIM(YEAR([date])*10000+MONTH([date])*100+#ClosingDay))
FROM [dbo].[agent_sales]
)
, AgentSaleCicleSum AS
(
SELECT
*
-- , CicleDays = DATEDIFF(DAY, CicleBegin, CicleEnd)
, CicleSales = (
SELECT SUM(Sale)
FROM [dbo].[agent_sales] IA
WHERE 1=1
AND IA.Agent = OA.Agent
AND IA.[Date] BETWEEN CicleBegin AND CicleEnd
)
FROM AgentSaleCicle OA
)
SELECT
CicleEnd
, CicleAgentCount = SUM(1)
FROM AgentSaleCicleSum
WHERE CicleSales >= #TargetSales
GROUP BY CicleEnd
ORDER BY CicleEnd