Hierarchical Query with Rollup Sum (CONNECT BY with GROUP BY ROLLUP)

Question

Hi all,
Imagine the following scenario: i have an ACCOUNT table which holds accounts and their hierarchy (currently 5 levels), and a BALANCE table which holds balance records for the accounts. Only CHILD accounts (level 5) have records in the BALANCE table. Simple example:
CREATE TABLE accounts (account_code VARCHAR2(30), parent_account VARCHAR2(30), account_desc VARCHAR2(400));
CREATE TABLE balances (account_code VARCHAR2(30), balance_amount NUMBER(18,2));
INSERT INTO ACCOUNTS VALUES ('TOT',NULL,'Total');
INSERT INTO ACCOUNTS VALUES ('ANA1','TOT','General Expenses');
INSERT INTO ACCOUNTS VALUES ('4801001','ANA1','Small Expenses');
INSERT INTO ACCOUNTS VALUES ('4801002','ANA1','Transportation');
INSERT INTO ACCOUNTS VALUES ('ANA2','TOT','Health Expenses');
INSERT INTO ACCOUNTS VALUES ('4802001','ANA2','Healthcare');
INSERT INTO ACCOUNTS VALUES ('4802002','ANA2','Facilities');
INSERT INTO BALANCES VALUES ('4801001', 2000);
INSERT INTO BALANCES VALUES ('4801002', 1000);
INSERT INTO BALANCES VALUES ('4802001', 3000);
INSERT INTO BALANCES VALUES ('4802002', 4000);What i need in this scenario is to run a hierarchical query, where for each node i compute the sum of all its children (In LEAF nodes which are the child accounts, this sum is the value in BALANCES itself). Final Result would be:
TOT -> 10000
  ANA1 -> 3000
    4801001 -> 2000
    4801001 -> 1000
  ANA2 -> 7000
    4802001 -> 3000
    4802002 -> 4000I have tried various ways, and found out a workaround which works for a fixed amount of levels, basically it builds the hierarchy and computes the SYS_CONNECT_BY_PATH, then splits this as a regular expression and uses GROUP BY ROLLUP to compute the higher levels. Then i assemble it again, now with the computed values. Below is the example query:
select level
    , NVL (vfinal.child_account,'TOTAL') ||' - '||
                        ( SELECT account_desc
                            FROM accounts
                           WHERE account_code = vfinal.child_acct ) account_name
     , to_char(sum_bal, 'fm999g999g999g990') as rolled_up_balance
  from
select coalesce( princ.lvl3, princ.lvl2, princ.lvl1 ) child_acct
     , DECODE ( princ.lvl2 , NULL
                                 , NULL
                                 , DECODE ( princ.conta_lvl3, NULL
                                 , princ.conta_lvl1,princ.conta_lvl2 ) ) parent_acct
     , sum(princ.balance_amount) sum_bal
from (
select hier.lvl1
     , hier.lvl2
     , hier.lvl3
     , hier.parent_account
     , hier.account_code child_acc
     , bal.balance_amount
  from ( select level 
              , sys_connect_by_path( account_code, '/' ) hierarchy_acct
              , REGEXP_SUBSTR(sys_connect_by_path( account_code, '/' ),'[^/]+',1,3) lvl3
              , REGEXP_SUBSTR(sys_connect_by_path( account_code, '/' ),'[^/]+',1,2) lvl2
              , REGEXP_SUBSTR(sys_connect_by_path( account_code, '/' ),'[^/]+',1,1) lvl1
              , account_code
              , parent_account 
           from accounts acc
           where level <= 3
           start with parent_account is null
           connect by nocycle prior account = parent_account
           order siblings by parent_account
           ) hier
      , balances  bal
  where bal.cod_conta  = hier.account_code
) princ
where princ.lvl1 is not null
group by rollup ( princ.lvl1
                , princ.lvl2
                , princ.lvl3 )
order by princ.conta_lvl1
       , princ.conta_lvl2
       , princ.conta_lvl3
) vfinal
where child_acct is not null
start with parent_acct is null
connect by nocycle prior child_acct = parent_acctAll said and done, what i need is to do the same thing for infinite levels, because this query has 3 fixed levels. Do you know how can i structure a new query where, independently of the number of levels, the parent sums are all rolled up like this?
Thanks a lot in advance! Best Regards!
Thiago
Edited by: Thiago on Sep 6, 2011 11:31 AM
Edited by: Thiago on Sep 6, 2011 1:01 PM

Answer 1

Hi,
Thiago wrote:
Hi all,
Imagine the following scenario: i have an ACCOUNT table which holds accounts and their hierarchy (currently 5 levels), and a BALANCE table which holds balance records for the accounts. Only CHILD accounts (level 5) have records in the BALANCE table. Simple example:
CREATE TABLE accounts (account_code VARCHAR2(30), parent_account VARCHAR2(30), account_desc VARCHAR2(400));
CREATE TABLE balances (account_code VARCHAR2(30), balance_amount NUMBER(18,2));
INSERT INTO ACCOUNTS ('TOT',NULL,'Total');
INSERT INTO ACCOUNTS ('ANA1','TOT','General Expenses');
INSERT INTO ACCOUNTS ('4801001','ANA1','Small Expenses');
INSERT INTO ACCOUNTS ('4801002','ANA1','Transportation');
INSERT INTO ACCOUNTS ('ANA2','TOT','Health Expenses');
INSERT INTO ACCOUNTS ('4802001','ANA2','Healthcare');
INSERT INTO ACCOUNTS ('4802002','ANA2','Facilities');
INSERT INTO BALANCES ('4801001', 2000);
INSERT INTO BALANCES ('4801001', 1000);
INSERT INTO BALANCES ('4802001', 3000);
INSERT INTO BALANCES ('4802001', 4000);
Thanks for posting the CREATE TABLE and INSERT statements. Remember why you do it: so that the people who want to help you can re-create the problem and test their ideas. If the statments don't work, then they are not so useful. None of the INSERT statements you posted work: they all need a VALUES keyword. Please test those statments before you post them.
Also, make sure that the reuslts you post correspond to the sample data you post. In your sample data, there are no rows in balances for account_codes '4801002' or '4802002'.
I think you want something like this:
WITH  connect_by_results      AS
     SELECT     CONNECT_BY_ROOT account_code     AS root_account_code
     ,     account_code
     FROM     accounts
                         -- NOTE: No START WITH clause
     CONNECT BY     parent_account     = PRIOR account_code
SELECT       c.root_account_code     || ' -> '
                      || TO_CHAR (SUM (b.balance_amount))     AS txt
FROM           connect_by_results  c
LEFT OUTER JOIN      balances          b  ON  c.account_code = b.account_code
GROUP BY  c.root_account_code
;