Hi again
Thought I had this issue resolved but when looking at the results i discovered some issues
If there is only one record per month then it works fine but if there is more than one record per month, then the sum is calculated for each record in that month.
So
Date Amount
01/2012 100
02/2012 200
02/2012 300
02/2012 100
03/2012 400
So Results should be
Date Invoice Type Should be Showing
01/2012 Moving balance 100 100
02/2012 Moving Balance 700 1900
03/2012 Moving Balance 1100 1100
Here is my code
Have tried the with statement, distinct , but not sure what to do
select
case_PrimaryCompanyId as companyid,
CONVERT(VARCHAR(7),ca.case_createddate, 111) AS Date,
'Moving Balance' as InvoiceType,
sum( mb.Amount) as Amount
from
cases as ca
left join (
select
case_PrimaryCompanyId as companyid,
case_createdDate,
case_TotalExVat as Amount
from
cases
) mb
on ca. case_primaryCompanyId = mb.companyid
and ca.case_createdDate >= mb.case_CreatedDate
where
ca.case_primaryCompanyId = companyid
group by
case_primaryCompanyId,
CONVERT(VARCHAR(7),ca.case_createddate, 111)