Sql Server - Running Totals Based on Conditions - tsql

Question

I have been banging my head trying to come up with the correct logic (SQL Server 2012) needed to achieve something I would imagine would be fairly routine but I have been unable to find any examples of this anywhere. Basically, I have 3 columns in a table: product, flag, value. It is possible for a product to be listed multiple times within the table but only once with a unique flag (i.e. product1 can have flag1 or flag2 with different/identical but there will never be 2 records with product1 and flag1 and different/identical values).
The flag represents a pre-defined value (1,2,3,4) and the intention behind this field is to be able to assign a unique mathematical equation based on the value of the flag. The end result would yield a single product, the unique flag, and a new cumulative total based on the mathematical equation output. For instance, let's say product1 was listed 4 times with flag values of flag1, flag2, flag3, flag4 (see below):
Product-----Flag-----Value
Product1----Flag1----1.00
Product1----Flag2----3.00
Product1----Flag3----5.00
Product1----Flag4----7.00
Product-----Flag-----Value
Product1----Flag1----1.00 (flag1 value)
Product1----Flag2----4.00 (flag1+flag2 value)
Product1----Flag3----6.00 (flag1+flag3 value)
Product1----Flag4----10.00 (flag2+flag4 value)
Flag1 is defined as add flag1 only. Flag2 is defined as add flag1 and flag2. Flag 3 is defined as add flag1 and flag 3. Flag 4 is defined as add flag2 and flag4. the new output would be product1 listed four times with flag values of flag1, flag2, flag3, flag4 but new values as flag1, flag1_flag2, flag1+flag3, flag2+flag4.
I have tried to apply the logic via a case statement but I can't figure out how to traverse all the products for each condition and I have tried to go with a running totals solution but I am not sure how to incorporate the flag condition into it so it only performs a running total for when those conditions are true. Any assistance and/or article to help get me going down the right path would be greatly appreciated.

Answer 1

While I'm not sure I fully understand your question I think this might be what you want. For this to work it assumes flag1 is always present when flags 1 through 3 are and that flag2 is present when flag4 is.
;with cte as (
select
product,
max(case when flag = 'Flag1' then Value end) as f1Value,
max(case when flag = 'Flag2' then Value end) as f2Value,
max(case when flag = 'Flag3' then Value end) as f3Value,
max(case when flag = 'Flag4' then Value end) as f4Value
from flags group by Product
)
select
flags.Product,
flags.Flag,
flags.Value as "Org. value",
case flag
when 'Flag1' then f1Value
when 'Flag2' then f1Value + f2Value
when 'Flag3' then f1Value + f3Value
when 'Flag4' then f2Value + f4Value
else flags.Value -- take the present value when flag is not Flag1-4
end as "New value"
from flags
inner join cte on flags.Product = cte.Product
Take a look at this Sample SQL Fiddle to see it in action.

Answer 2

You can join a table to itself, and pick the conditions appropriately:
SELECT p1.product,p1.Flag,p1.Value + COALESCE(p2.Value,0)
FROM
Products p1
left join
Products p2
on
p1.Product = p2.Product and
p2.Flag = CASE p1.Flag
--1 doesn't need a previous value
WHEN 2 THEN 1
WHEN 3 THEN 1
WHEN 4 THEN 2
END

Answer 3

I assumed and tried on Range values.
CREATE TABLE #tmp (Product VARCHAR(10), flag VARCHAR(10),value numeric(13,2))
GO
INSERT INTO #tmp
SELECT 'Product1' , 'Flag1',1
UNION
SELECT 'Product1' , 'Flag2',3
UNION
SELECT 'Product1' , 'Flag3',5
UNION
SELECT 'Product1' , 'Flag4',7
GO
;WITH cte
AS
(
SELECT row_number () OVER(
ORDER BY flag) 'row',*
FROM #tmp
)
SELECT *,value 'RT'
FROM cte
WHERE row = 1
UNION
SELECT * ,(
SELECT cte.value
FROM cte
WHERE row = 1
) + value 'RT'
FROM cte
WHERE row BETWEEN 2
AND 3
UNION
SELECT * ,(
SELECT cte.value
FROM cte
WHERE row =2
) + value 'RT'
FROM cte
WHERE row >3
GO
DROP TABLE #tmp