Oracle: выбор сумм из столбцов как обоих: YTD (с начала года), Fiscal YTD

Ваш финансовый год начинается в ноябре. Это делает агрегирование очень сложным, особенно версия, которая будет работать как в октябре , так и в ноябре.

Однако финансовый год можно рассчитать, добавив два месяца к дате и извлекая год. Если мы выберем этот подход, то один из методов:

select order_code,
       max(order_cost) keep (dense_rank first order by invoice_date desc) as current_invoice_total,
       sum(case when trunc(invoice_date, 'YEAR') = trunc(sysdate, 'YEAR')
                then order_cost
           end) as YTD,
       sum(case when trunc(invoice_date + interval '2' month, 'YEAR') = trunc(sysdate + interval '2' month, 'YEAR') 
                then order_cost
           end) as Fiscal_YTD
from t
where trunc(invoice_date, 'YEAR') = trunc(sysdate, 'YEAR') or 
      trunc(invoice_date + interval '2' month, 'YEAR') = trunc(sysdate + interval '2' month, 'YEAR')
group by order_code;

Вот скрипт db‹>.

Вы можете использовать conditional aggregation следующим образом:

Select order_code, 
       order_cost as CURRENT_INVOICE_TOTAL,
       Sum(case when invoice_date >= trunc(sysdate,'YEAR') then order_cost end) as YTD_TOTAL,
       Sum(case when invoice_date < add_months(trunc(sysdate,'YEAR'), 10) order_cost) as FISCAL_YTD_TOTAL
  From table_name
 Where invoice_num = :invoice_num
   And invoice_date >= add_months(trunc(sysdate,'YEAR'), -2)
   And invoice_date < add_months(trunc(sysdate,'YEAR'), 12)
Group by order_code, order_cost

Это решение будет использовать индексы на invoice_date, если они есть.

Ваше здоровье!!

Вы можете использовать Conditional Aggregation, например

SELECT order_code, 
       SUM(CASE WHEN invoice_num = :invoice_num then order_cost END ) AS current_invoice_total,
       SUM(CASE WHEN to_char(sysdate,'yyyy') = to_char(invoice_date,'yyyy') then
                  order_cost
              END ) AS ytd_total,
       SUM(CASE WHEN invoice_date 
             BETWEEN to_date(to_char(sysdate,'yyyy')-1||'-11-01','yyyy-mm-dd')
                 AND to_date(to_char(sysdate,'yyyy')||'-10-31'  ,'yyyy-mm-dd')
             THEN
                  order_cost
              END ) AS fiscal_ytd_total              
  FROM t
 GROUP BY order_code
 ORDER BY order_code

В зависимости от Изменить в вопросе используйте Cross Join среди вашей таблицы и полученную invoice_date из :invoice_num переменной привязки:

SELECT t.order_code, 
       SUM(CASE WHEN invoice_num = :invoice_num THEN order_cost END ) 
             AS current_invoice_total,
       SUM(CASE WHEN invoice_date 
             BETWEEN TRUNC(invoice_date2,'yyyy')
                 AND invoice_date2
                THEN
                     order_cost
                END ) AS ytd_total,
       SUM(CASE WHEN invoice_date 
             BETWEEN to_date(to_char(invoice_date2,'yyyy')-1||'-11-01','yyyy-mm-dd')
                 AND invoice_date2
                THEN
                     order_cost
                END ) AS fiscal_ytd_total           
  FROM t
 CROSS JOIN ( SELECT MAX(invoice_date) AS invoice_date2 
                FROM t 
               WHERE invoice_num = :invoice_num ) t2
 GROUP BY order_code
 ORDER BY order_code

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