【发布时间】：2020-08-31 10:05:32
【问题描述】：
这是post 的后续行动。我现在要做的是总结过去 6 个月的总付款。比如我们有这笔贷款
如您所见，他们在 4 月份支付了 3 笔款项，我需要做的是将这些款项相加得到净额。目前我的查询只找到其中一个并采用那个，但这是不正确的。我试图做的是：
payments as
(
SELECT ROW_NUMBER() OVER(Partition By Account ORDER BY CONVERT(datetime,DateRec) DESC) AS [RowNumber], Total as [Total], Account, SourceTyp
FROM mars.dbo.vw_PaymentHistory
WHERE SourceTyp = 'RegPmt'
GROUP BY Total, Account, DateRec, SourceTyp
)
,
get_payment1 as
(
SELECT * FROM payments
where RowNumber = 1 AND SourceTyp = 'RegPmt'
)
,
get_payment2 as
(
SELECT * FROM payments
where RowNumber = 2 AND SourceTyp = 'RegPmt'
),
get_payment3 as
(
SELECT * FROM payments
where RowNumber = 3 AND SourceTyp = 'RegPmt'
),
get_payment4 as
(
SELECT * FROM payments
where RowNumber = 4 AND SourceTyp = 'RegPmt'
),
get_payment5 as
(
SELECT * FROM payments
where RowNumber = 5 AND SourceTyp = 'RegPmt'
),
get_payment6 as
(
SELECT * FROM payments
where RowNumber = 6 AND SourceTyp = 'RegPmt'
)
但是对于上面的贷款，我只得到负值，我需要的是DateRec 指定的当月所有付款的总和。我不确定此时要做什么才能达到结果。
这是我到目前为止的全部查询：
Declare @snapshotdate date = '5/12/2020',
@monthStart date = '5/1/2020';
WITH Active_Loans as (
SELECT
la.Account,
la.LoanStatus,
la.PrinBal,
isnull(b.Amount, 0) [DUPB],
la.PrinBal + isnull(b.Amount, 0) [TotalUPB],
l.NoteOwner,
pt.[Partition],
l.paidoffdate,
la.[First Name],
la.[Last Name],
la.PmtPI,
la.PmtImpound,
la.NextDueDate,
la.MaturityDate,
la.NoteOwner as [Note Owner]
FROM MARS_DW..vw_Loans_Archive la
LEFT JOIN MARS_DW..vw_DUPBByLoan b on b.Account = la.Account
AND b.ArchiveDate = la.ArchiveDate
LEFT JOIN MARS..vw_Loans l on l.Account = la.Account
LEFT JOIN Portfolio_Analytics..partition_table pt on pt.Noteowner = l.NoteOwner
WHERE la.ArchiveDate = @snapshotdate
AND la.isActive = 1
--AND la.PaidOffDate is null
--AND la.LoanStatus NOT LIKE 'BK Payment Plan'
--AND la.LoanStatus NOT LIKE 'Prelim'
--AND la.LoanStatus NOT like 'trailing claims'
--AND la.Account NOT IN (
-- SELECT account
-- FROM MARS..vw_Loans
-- WHERE servicexferdate <=
-- DATEADD(dd, - 1, DATEADD(mm, DATEDIFF(mm, 0, @monthStart) + 1, 0))
-- AND PaidOffDate BETWEEN @monthStart AND DATEADD(dd, - 1, DATEADD(mm, DATEDIFF(mm, 0, @monthStart) + 1, 0))
-- )
UNION
(
SELECT l.account
,la.LoanStatus
,la.PrinBal
,isnull(b.Amount, 0) [DUPB]
,la.PrinBal + isnull(b.Amount, 0) [TotalUPB]
,l.NoteOwner
,pt.[Partition]
,l.PaidOffDate
,la.[First Name]
,la.[Last Name]
,la.PmtPI
,la.PmtImpound
,la.NextDueDate
,la.MaturityDate
,la.NoteOwner as [Note Owner]
FROM MARS..vw_Loans l
LEFT JOIN MARS_DW..vw_Loans_Archive la on la.Account = l.Account
LEFT JOIN MARS_DW..vw_DUPBByLoan b on b.Account = la.Account
LEFT JOIN Portfolio_Analytics..partition_table pt on pt.Noteowner = l.NoteOwner
AND b.ArchiveDate = la.ArchiveDate
WHERE l.servicexferdate < @snapshotdate
AND l.PaidOffDate > @snapshotdate
AND la.ArchiveDate = @snapshotdate
AND la.LoanStatus NOT like 'trailing claims'
AND la.LoanStatus NOT like 'Inactive - REO/FC'
AND pt.[Partition] IS NOT NULL
)
)
,
payments as
(
SELECT ROW_NUMBER() OVER(Partition By Account ORDER BY CONVERT(datetime,DateRec) DESC) AS [RowNumber], Total as [Total], Account, SourceTyp
FROM mars.dbo.vw_PaymentHistory
WHERE SourceTyp = 'RegPmt'
GROUP BY Total, Account, DateRec, SourceTyp
)
,
get_payment1 as
(
SELECT * FROM payments
where RowNumber = 1 AND SourceTyp = 'RegPmt'
)
,
get_payment2 as
(
SELECT * FROM payments
where RowNumber = 2 AND SourceTyp = 'RegPmt'
),
get_payment3 as
(
SELECT * FROM payments
where RowNumber = 3 AND SourceTyp = 'RegPmt'
),
get_payment4 as
(
SELECT * FROM payments
where RowNumber = 4 AND SourceTyp = 'RegPmt'
),
get_payment5 as
(
SELECT * FROM payments
where RowNumber = 5 AND SourceTyp = 'RegPmt'
),
get_payment6 as
(
SELECT * FROM payments
where RowNumber = 6 AND SourceTyp = 'RegPmt'
)
SELECT
rptpop.Account
, rptpop.LoanStatus
, rptpop.[First Name]
, rptpop.[Last Name]
, '$' + CONVERT (VARCHAR (12), rptpop.PmtPI+rptpop.PmtImpound, 1) as PITI
,'$' + CONVERT (VARCHAR (12), rptpop.TotalUPB, 1) as [Total UPB]
, CONVERT(VARCHAR(10),rptpop.NextDueDate,101) as [Next Due Date]
, CONVERT(VARCHAR(10),rptpop.MaturityDate,101) as [Maturity Date]
, rptpop.[Note Owner]
, '$' + CONVERT (VARCHAR (12),c1.Total , 1) as [c1]
, '$' + CONVERT (VARCHAR (12),c2.Total , 1) as [c2]
, '$' + CONVERT (VARCHAR (12),c3.Total , 1) as [c3]
, '$' + CONVERT (VARCHAR (12),c4.Total , 1) as [c4]
, '$' + CONVERT (VARCHAR (12),c5.Total , 1) as [c5]
, '$' + CONVERT (VARCHAR (12),c6.Total , 1) as [c6]
FROM Active_Loans as rptpop
LEFT JOIN get_payment1 as c1 on c1.Account = rptpop.Account
LEFT JOIN get_payment2 as c2 on c2.Account = rptpop.Account
LEFT JOIN get_payment3 as c3 on c3.Account = rptpop.Account
LEFT JOIN get_payment4 as c4 on c4.Account = rptpop.Account
LEFT JOIN get_payment5 as c5 on c5.Account = rptpop.Account
LEFT JOIN get_payment6 as c6 on c6.Account = rptpop.Account
WHERE
rptpop.Partition = 'GAEA'
AND rptpop.[Last Name] NOT LIKE '%CRE%'
如果我的问题不清楚，请告诉我。同样，我只是想创建一种方法来查找每笔贷款在 6 个月内支付的所有款项，我认为它只需要像我在上一篇文章中所做的那样稍作修改。
编辑：
我也尝试过这样的事情：
payments as
(
SELECT ROW_NUMBER() OVER(Partition By Account ORDER BY CONVERT(datetime,DateRec) DESC) AS [RowNumber], Account
, SUM(Total) OVER(Partition By Account ORDER BY CONVERT(datetime,DateRec) DESC) AS Total
FROM mars.dbo.vw_PaymentHistory
WHERE SourceTyp = 'RegPmt'
)
,
但我得到了这个错误
Msg 102, Level 15, State 1, Line 76
Incorrect syntax near 'order'.
Msg 102, Level 15, State 1, Line 87
Incorrect syntax near ','.
Msg 102, Level 15, State 1, Line 93
Incorrect syntax near ','.
Msg 102, Level 15, State 1, Line 99
Incorrect syntax near ','.
Msg 102, Level 15, State 1, Line 105
Incorrect syntax near ','.
Msg 102, Level 15, State 1, Line 111
Incorrect syntax near ','.
编辑
为了明确这一点，这是我应该得到的输出：
【问题讨论】：
-
您是想获得一个帐户的最后 6 笔付款，还是一个帐户在过去 6 个月内每个月的总付款。如果某个帐户在某个月份没有支付任何款项，您希望显示 0 或忽略该月份。
-
简而言之，您能否展示您的输入的外观，包括您期望的输出。从输出中排除不相关的列，如 FirstName、...等
-
这个问题似乎可以解决，但是，就我而言，很难从这些样本数据和结果的部分图像以及这个大查询中评估你真正想要什么。我建议简化问题并提供minimum reproducible example 明确说明问题（示例数据和所需结果应以表格文本形式提供）。
标签： sql sql-server pivot partitioning