TSQL - Difficult Grouping - sql-server

Question

Please see fiddle: http://sqlfiddle.com/#!6/e6768/2
I have data, like below:
DRIVER DROP
1 1
1 2
1 ReturnToBase
1 4
1 5
1 ReturnToBase
1 6
1 7
2 1
2 2
2 ReturnToBase
2 4
I am trying to group my data, so for each driver, each group of return to bases have a grouping number.
My output should look like this:
DRIVER DROP GROUP
1 1 1
1 2 1
1 ReturnToBase 1
1 4 2
1 5 2
1 ReturnToBase 2
1 6 3
1 7 3
1 ReturnToBase 3
2 1 1
2 2 1
2 ReturnToBase 1
2 4 2
I've tried getting this result with a combination of windowed functions but I've been miles off so far
Below is what I had so far, it isn't supposed to be functional I was trying to figure out how it could be done, if it's even possible.
SELECT
ROW_NUMBER() OVER (Partition BY Driver order by Driver Desc) rownum,
Count(1) OVER (Partition By Driver Order By Driver Desc) counter,
Count
DropNo,
Driver,
CASE DropNo
WHEN 'ReturnToBase' THEN 1 ELSE 0 END AS EnumerateRound
FROM
Rounds

Answer 1

You can use the following query:
SELECT id, DRIVER, DROPno,
1 + SUM(flag) OVER (PARTITION BY DRIVER ORDER BY id) -
CASE
WHEN DROPno = 'ReturnToBase' THEN 1
ELSE 0
END AS grp
FROM (
SELECT id, DRIVER, DROPno,
CASE
WHEN DROPno = 'ReturnToBase' THEN 1
ELSE 0
END AS flag
FROM rounds ) AS t
Demo here
This query uses windowed version of SUM with ORDER BY in the OVER clause to calculate a running total. This version of SUM is available from SQL Server 2012 onwards AFAIK.
Fiddling a bit with this running total value is all we need in order to get the correct GROUP value.
EDIT: (credit goes to #Conrad Frix)
Using CROSS APPLY instead of an in-line view can considerably simplify things:
SELECT id, DRIVER, DROPno,
1 + SUM(x.flag) OVER (PARTITION BY DRIVER ORDER BY id) - x.flag
FROM rounds
CROSS APPLY (SELECT CASE WHEN DROPno = 'ReturnToBase' THEN 1 ELSE 0 END) AS x(flag)
Demo here

Answer 2

Added a sequential ID column to your example for use in a recursive CTE:
with cte as (
select ID,DRIVER,DROPno,1 as GRP
FROM rounds
where ID = 1
union all
select a.ID
,a.DRIVER
,a.DROPno
,case when b.DROPno = 'ReturnToBase'
or b.DRIVER <> a.DRIVER then b.GRP + 1
else b.GRP end
from rounds a
inner join cte b
on a.ID = b.ID + 1
)
select * from cte
SQL Fiddle