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Calculate cumulative sum using window function in PostgreSQL
Question:
You have a staging table that contains financial data and cumulative sums that need to be inserted into the target table. The staging table structure contains the following columns:
ea_month
: month id
: unique identifier amount
: transaction amountea_year
: Year circle_id
: Transaction-related circles The target table should contain an extra column cum_amt
that reflects the cumulative sum of the amounts for each row.
Solution:
To do this, you can use PostgreSQL's window functions feature, which allows you to perform calculations on a range of rows. Specifically, you can use the OVER
clause to apply an aggregate function within a defined window (SUM
in this case):
<code class="language-sql">SELECT ea_month, id, amount, ea_year, circle_id, sum(amount) OVER (PARTITION BY circle_id ORDER BY ea_year, ea_month) AS cum_amt FROM tbl ORDER BY circle_id, ea_year, ea_month;</code>
In this query:
PARTITION BY circle_id
: Divide the data into groups based on circle_id
, making sure the cumulative sum is calculated separately for each circle. ORDER BY ea_year, ea_month
: Specifies the sort order within each partition, ensuring that the cumulative sum is calculated in chronological order. cum_amt
: The aggregationSUM
expression calculates the cumulative sum of each row, considering all rows from the start of the partition to the current row. NOTE: Make sure your table pairs (circle_id
, ea_year
, ea_month
) have unique indexes to guarantee correct grouping of calculations. This ensures that rows with the same circle_id
, ea_year
and ea_month
always appear together in sorted order.
By using window function technique, you can efficiently calculate the cumulative sum of each row and insert it into the target table.
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