SUM subset of SQL Query

Question

I have a question about creating a running total on an existing query in SQL Server 2008 R2.

Basically, I have a query that combines data from 3 separate tables and groups them to produce a single entry for each combination of ACCOUNT, PROFITCENTRE, TIMEID and DIVISION

However, I need to alter the values in SIGNEDDATA, such that each entry is the total of all previous months.

e.g.

• TIMEID 20120300 (March 2012) would contain -35143.0000000000
• TIMEID 20120400 (April 2012) should then contain -36000.0000000000 (March plus the -857 for April)
• TIMEID 20120500 (May 2012) should be -36857.0000000000, etc.,

Rather than what I currently get, which is the sum of SIGNEDDATA for each month, grouped by ACCOUNT, PROFITCENTRE, DIVISION, etc, but not added to previous months.

How can I do this, as I have tried removing TIMEID from the GROUP BY clause, but I just get the usual error about not being able to retrieve the column as it is not contained in either an aggregate or Group by......?

My selection is as follows:

Insert INTO Data_Services.dbo.[NEW_TABLE] 
Select
[Account],
[Category],
[DataSrc],
[ProfitCentre],
'MY_FLOW' as [Flow],
[RptCurrency],
[TimeID],
sum(round([SignedData],2,0)) as SignedData,
[Division],
@CurrentTime as CTimeID
FROM
(select 
    T1.[Account],
    T1.[Category],
    T1.[DataSrc],
    T1.[ProfitCentre],
    T1.[Flow],
    T1.[RptCurrency],
    T1.[TimeID],
    sum(round(T1.[SignedData],2,0)) as SignedData,
    mbrPC.[Division]
from 
         MY_DATABASE.dbo.TABLE1 T1
    join 
         MY_DATABASE.dbo.mbrProfitCentre mbrPC on T1.ProfitCentre = mbrPC.[ID]
where   
        T1.Category = 'WForecast'
        and T1.DataSrc in (SELECT [ID] from DSParent)
        and T1.Flow = 'MOVEMENT'
        and T1.Account in 
            (SELECT [ID] from AccIEParent)
        and TimeID in 
        (select [TimeID] from MY_DATABASE.dbo.mbrTime
        where   [Period_Start] <> ''
        and [Period_Start] is not null
        and convert(date,[Period_Start],101) <= '2013-01-24'
        and [CURRYEAR] = 'Y')

group by    T1.[Account],
        T1.[Category],
        T1.[DataSrc],
        T1.[ProfitCentre],
        T1.[Flow],
        T1.[RptCurrency],
        T1.[TimeID],
        mbrPC.[Division]

UNION

select 
    T2.[Account],
    T2.[Category],
    T2.[DataSrc],
    T2.[ProfitCentre],
    T2.[Flow],
    T2.[RptCurrency],
    T2.[TimeID],
    sum(round(T2.[SignedData],2,0)) as SignedData,
    mbrPC.[Division]

from MY_DATABASE.dbo.TABLE2 T2
    join MY_DATABASE.dbo.mbrProfitCentre mbrPC
        on T2.ProfitCentre = mbrPC.[ID]


where   T2.Category = 'WForecast'
    and T2.DataSrc in 
            (SELECT [ID] from DSParent)
    and T2.Flow = 'MOVEMENT'
    and T2.Account in 
            (SELECT [ID] from AccIEParent)
    and TimeID in 
        (select [TimeID] from MY_DATABASE.dbo.mbrTime
        where   [Period_Start] <> ''
        and [Period_Start] is not null
        and convert(date,[Period_Start],101) <= '2013-01-24'
        and [CURRYEAR] = 'Y')

group by    T2.[Account],
        T2.[Category],
        T2.[DataSrc],
        T2.[ProfitCentre],
        T2.[Flow],
        T2.[RptCurrency],
        T2.[TimeID],
        mbrPC.[Division]

UNION

select 
    T3.[Account],
    T3.[Category],
    T3.[DataSrc],
    T3.[ProfitCentre],
    T3.[Flow],
    T3.[RptCurrency],
    T3.[TimeID],
    sum(round(T3.[SignedData],2,0)) as SignedData,
    mbrPC.[Division]

from MY_DATABASE.dbo.TABLE3 T3
    join MY_DATABASE.dbo.mbrProfitCentre mbrPC
        on T3.ProfitCentre = mbrPC.[ID]

where   T3.Category = 'WForecast'
    and T3.DataSrc in 
            (SELECT [ID] from DSParent)
    and T3.Flow = 'MOVEMENT'
    and T3.Account in 
            (SELECT [ID] from AccIEParent)
    and TimeID in 
        (select [TimeID] from MY_DATABASE.dbo.mbrTime
        where   [Period_Start] <> ''
        and [Period_Start] is not null
        and convert(date,[Period_Start],101) <= '2013-01-24'
        and [CURRYEAR] = 'Y')

group by    T3.[Account],
        T3.[Category],
        T3.[DataSrc],
        T3.[ProfitCentre],
        T3.[Flow],
        T3.[RptCurrency],
        T3.[TimeID],
        mbrPC.[Division]
) a

group by    [Account],
        [Category],
        [DataSrc],
        [ProfitCentre],
        [Flow],
        [RptCurrency],
        [TimeID],
        [Division]

And the resulting data-set is:

Answer 1

What you're trying to do is slightly more complex than the examples in this ticket but there are answers here with various methods of calculating a cumulative sum.

how to get cumulative sum