How to Filter Cash Values by Date in SQL for Total Summation?

Totaling Cash Values with Date Filtering in SQL

As you mentioned, you have a SQL statement that calculates the total cash for each unique transaction ID using the following line:

select sum(cash) from Table a where a.branch = p.branch and a.transID = p.transID) TotalCash

To modify this statement to only total cash values that have a value date within the last month, you can update it in the following way:

select SUM(CASE WHEN ValueDate > @startMonthDate THEN cash ELSE 0 END)
from Table a where a.branch = p.branch and a.transID = p.transID) TotalMonthCash

Explanation:

• CASE WHEN...THEN...ELSE...END: This is the searched CASE expression syntax, which compares a Boolean expression (in this case, ValueDate > @startMonthDate) to a set of results. If the Boolean expression is true, it returns the cash value; otherwise, it returns 0.
• SUM(): This function is used to calculate the total of the cash values that meet the date filtering criteria.

Performance Optimization:

As a side note, if the performance of your query becomes an issue, consider rewriting it using a JOIN and GROUP BY instead of a dependent subquery. This can potentially improve the execution time.

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