Accumulate Values Per month in a Financial Year

Question

Hello All,
I want to be able to accumulate all values in a financial year progressively each month and then begin again as a new financial year has been reached.
eg This is the table values
Month______ Value
May-08_____ 123
Jun-08______ 432
Jul-08_______12
Aug-08______76
Sep-08______122
Oct-08______433
Nov-08______165
Dec-08______232
Jan-09______211
Feb-09______365
Mar-09______122
I would like the following results
Month______ Value___YTD Total
May-08_____ 123_____123
Jun-08______ 432_____555
Jul-08_______12______12
Aug-08______76______88
Sep-08______122_____210
Oct-08______433_____643
Nov-08______165_____808
Dec-08______232_____1040
Jan-09______211_____1251
Feb-09______365_____1616
Mar-09______122_____1738
I tried to use the SUM(Values) over (order by Month) but not sure how to cater for the changes for each start in the financial year (July)
Hope you can help
Frank
Edited by: Species 5618 on Mar 6, 2009 10:51 AM

Answer 1

Hi Frank,
WITH TABLE_A AS (SELECT 123 Month_Value, TO_DATE('01/05/2008') Month_Fiscal_Year FROM DUAL UNION ALL
                 SELECT 432 Month_Value, TO_DATE('01/06/2008') Month_Fiscal_Year FROM DUAL UNION ALL         
                 SELECT  12 Month_Value, TO_DATE('01/07/2008') Month_Fiscal_Year FROM DUAL UNION ALL         
                 SELECT  76 Month_Value, TO_DATE('01/08/2008') Month_Fiscal_Year FROM DUAL UNION ALL
                 SELECT 122 Month_Value, TO_DATE('01/09/2008') Month_Fiscal_Year FROM DUAL UNION ALL
                 SELECT 433 Month_Value, TO_DATE('01/10/2008') Month_Fiscal_Year FROM DUAL UNION ALL         
                 SELECT 165 Month_Value, TO_DATE('01/11/2008') Month_Fiscal_Year FROM DUAL UNION ALL                   
                 SELECT 232 Month_Value, TO_DATE('01/12/2008') Month_Fiscal_Year FROM DUAL UNION ALL                   
                 SELECT 211 Month_Value, TO_DATE('01/01/2009') Month_Fiscal_Year FROM DUAL UNION ALL                   
                 SELECT 365 Month_Value, TO_DATE('01/02/2009') Month_Fiscal_Year FROM DUAL UNION ALL                   
                 SELECT 122 Month_Value, TO_DATE('01/03/2009') Month_Fiscal_Year FROM DUAL)
   SELECT TO_CHAR(Month_Fiscal_Year, 'MON-YYYY') As Month_Fiscal_Year, Month_Value, YTD_Total
     FROM(SELECT Month_Value, Month_Fiscal_Year
            FROM TABLE_A)
    MODEL
DIMENSION BY(Month_Value, Month_Fiscal_Year)
MEASURES (0 YTD_Total)
    RULES (YTD_Total[ANY,ANY] = SUM(Month_Value) OVER (PARTITION BY TRUNC(ADD_MONTHS(Month_Fiscal_Year,6),'YYYY')
    ORDER BY Month_Fiscal_Year))result
MONTH_FISCAL_YEAR MONTH_VALUE  YTD_TOTAL
MAI-2008                  123        123
JUN-2008                  432        555
JUL-2008                   12         12
AGO-2008                   76         88
SET-2008                  122        210
OUT-2008                  433        643
NOV-2008                  165        808
DEZ-2008                  232       1040
JAN-2009                  211       1251
FEV-2009                  365       1616
MAR-2009                  122       1738Regards,
Christian Balz
Edited by: Christian Balz on 05/03/2009 17:02