N064-M4 Tier 5 · Expert · medium hr · Helix Systems

Return each calendar month in which at least one salary became effective, the total salary `amount` that became effective in that month, and the running total of all salary commitments from the earliest such month through that month

Part of Running Totals and Cumulative Metrics in SQL

The problem

Scenario: Helix Systems' finance team is tracking cumulative salary expenditure commitments over time.

Task: Write a query to return each calendar month in which at least one salary became effective, the total salary amount that became effective in that month, and the running total of all salary commitments from the earliest such month through that month.

Assumptions:

  • A salary month is identified by its first day.
  • A month's monthly_salary_total is the combined amount across salaries that became effective in that month.
  • A month's cumulative_salary is the combined monthly_salary_total from the earliest salary month through that month inclusive.
  • The result covers only months containing at least one salary that became effective.

Output:

  • One row per qualifying salary month.
  • Columns in this order: salary_month, monthly_salary_total, cumulative_salary.
  • Sorted by salary_month ascending.
Schema · hr 4 tables
departments
id integer
name text
location text
budget numeric
salaries
id integer
employee_id integer
amount numeric
effective_date date
end_date? date
employees
id integer
name text
email text
department_id integer
manager_id? integer
hire_date date
title text
is_active boolean
job_history
id integer
employee_id integer
title text
department_id integer
start_date date
end_date? date

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Solution query
SELECT
  DATE_TRUNC('month', effective_date) AS salary_month,
  SUM(amount) AS monthly_salary_total,
  SUM(SUM(amount)) OVER (
    ORDER BY
      DATE_TRUNC('month', effective_date) ROWS BETWEEN UNBOUNDED PRECEDING
      AND CURRENT ROW
  ) AS cumulative_salary
FROM
  salaries
GROUP BY
  DATE_TRUNC('month', effective_date)
ORDER BY
  salary_month

The shape

Salaries are grouped by their effective month and accumulated forward. DATE_TRUNC('month', effective_date) puts every salary into its effective-month bucket, SUM(amount) collapses each month into a single committed-salary figure, and the windowed SUM(SUM(amount)) runs that monthly figure through to a running total starting at the earliest salary month.

Clause by clause

  • SELECT DATE_TRUNC('month', effective_date) AS salary_month, SUM(amount) AS monthly_salary_total produces one row per salary month with the combined salary amounts that became effective in that month. Salaries effective on any day in January 2018 land in the 2018-01-01 bucket.
  • SUM(SUM(amount)) OVER (ORDER BY DATE_TRUNC('month', effective_date) ROWS BETWEEN UNBOUNDED PRECEDING AND CURRENT ROW) AS cumulative_salary accumulates the monthly totals in month order. The inner SUM is the per-month aggregate; the outer windowed SUM adds those monthly figures together from the earliest month through the current one.
  • FROM salaries GROUP BY DATE_TRUNC('month', effective_date) aggregates the raw rows so each row entering the window function is already one month.
  • ORDER BY salary_month sorts the final output chronologically.

Why the running total only covers months with salaries

There is no row for a calendar month with no salaries becoming effective, so the running total skips that month. The cumulative figure jumps from the prior salary month to the next salary month. That matches the prompt: the result covers only months with at least one effective salary. If the requirement were a continuous monthly series including idle months at zero, a date spine joined to this aggregate would be needed before the accumulation.

You practiced building a cumulative commitment series from per-month totals, with each month carrying both its own commitments and the all-time total through that point.

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