LAG & LEAD depending on other column

Question

Hi there,

DECLARE @tMovements AS TABLE(id2 INT, typeop CHAR(1), amount DECIMAL(18,2), createdate DATE)

INSERT INTO @tMovements(id2,typeop,amount,createdate)
select 1, 'D',2500,'2022-01-01'
UNION
SELECT 2,'D',3456.25,'2022-01-01'
UNION
SELECT 3,'C',-5250,'2022-01-01'
UNION
SELECT 4, 'C',-3000,'2022-01-05'
UNION
SELECT 5,'D',10000,'2022-01-06'
UNION
SELECT 6,'C',-1500,'2022-01-31'

select * from @tMovements

I'd need to get the good ledger according to whether credit or debit and get the good ledger

desired outcome

id2 amount createddate
2 5956.25 2022-01-01
3 706.25 2022-01-01
4 -2293.75 2022-01-05
5 7706.25 2022-01-06
6 6206.25 2022-01-31

Thanks a lot,

Answer 1

Hi @Enric ,

Please try the following solution.

SQL

-- DDL and sample data population, start  
DECLARE @tMovements AS TABLE(id2 INT, typeop CHAR(1), amount DECIMAL(18,2), createdate DATE);  
INSERT INTO @tMovements(id2,typeop,amount,createdate) VALUES  
(1, 'D',2500,'2022-01-01'),  
(2,'D',3456.25,'2022-01-01'),  
(3,'C',-5250,'2022-01-01'),  
(4, 'C',-3000,'2022-01-05'),  
(5,'D',10000,'2022-01-06'),  
(6,'C',-1500,'2022-01-31');  
-- DDL and sample data population, end  
  
SELECT *   
	, result = SUM(amount) OVER (ORDER BY id2)  
FROM @tMovements;  

Output

+-----+--------+----------+------------+----------+  
| id2 | typeop |  amount  | createdate |  result  |  
+-----+--------+----------+------------+----------+  
|   1 | D      |  2500.00 | 2022-01-01 |  2500.00 |  
|   2 | D      |  3456.25 | 2022-01-01 |  5956.25 |  
|   3 | C      | -5250.00 | 2022-01-01 |   706.25 |  
|   4 | C      | -3000.00 | 2022-01-05 | -2293.75 |  
|   5 | D      | 10000.00 | 2022-01-06 |  7706.25 |  
|   6 | C      | -1500.00 | 2022-01-31 |  6206.25 |  
+-----+--------+----------+------------+----------+  

Answer 2

Check if this query gives the desired outcome:

select id2, sum(amount) over (order by id2) as amount, createdate
from @tMovements
order by id2
offset 1 row

Answer 3

Hi @Enric
You don't need to use LEAD or LAG functions, please check this query:

;WITH CTE AS  
(  
 SELECT MAX(id2)AS ID,typeop,SUM(amount)AS Amount,createdate  
 FROM @tMovements  
 GROUP BY createdate,typeop  
)  
SELECT ID,SUM(Amount)OVER(ORDER BY ID)AS Amount,createdate  
FROM CTE  
ORDER BY ID  

Best regards,
LiHong

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