Sql to calculate quarterly/annual aggregation aside of monthly numbers

Hi, I am struggling to calculate amounts based on mtd amounts w/o using a cursor. Any idea? create table #raw(quarter int, name varchar(10), year int, month int, amount decimal(19,2)) insert #...

EdSpa290
Jun 19, 2025
Actually, with temp tables:

select mtd.quarter, mtd.name, mtd.year, mtd.month, mtd.amount, sum(ytd.amount) as ytd
into #ytd
from #raw mtd
join #raw ytd on mtd.name = ytd.name and mtd.year = ytd.year and mtd.month >= ytd.month and mtd.quarter >= ytd.quarter
group by mtd.quarter, mtd.name, mtd.year, mtd.month, mtd.amount
order by 1,3,4,2

select mtd.quarter, mtd.name, mtd.year, mtd.month, mtd.amount, sum(qtd.amount) as qtd
into #qtd
from #raw mtd
join #raw qtd on mtd.name = qtd.name and mtd.year = qtd.year and mtd.month >= qtd.month and mtd.quarter = qtd.quarter
group by mtd.quarter, mtd.name, mtd.year, mtd.month, mtd.amount
order by 1,3,4,2

select ytd.quarter, ytd.name, ytd.year, ytd.month, ytd.amount, qtd.qtd, ytd.ytd
from #ytd ytd
join #qtd qtd on qtd.name = ytd.name and qtd.year = ytd.year and qtd.month = ytd.month and qtd.quarter = ytd.quarter
order by 1,3,4,2

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Sql to calculate quarterly/annual aggregation aside of monthly numbers

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