SQL Server – Query Not Summing Correctly

I am going to assume that there isn't an index on the date columns, otherwise I think that the query would have been structured differently. If there is, you can probably find a better performing one than this.

The advantage of this query is that it can get all the data in one scan. The disadvantage is that it has to sort the data and join EventEmployee on the entire table. So as always, test with your own situation. This query also assumes that the MAX date is either unique or that equivalent rows would be acceptable.

USE AdventureWorks2012
GO
;
WITH Base AS (
   SELECT 
      TransactionHistory.*
      ,ProductVendor.BusinessEntityID
      ,MAX(CASE WHEN TransactionDate < '2008-08-01' THEN TransactionDate END) 
           OVER (PARTITION BY ProductVendor.BusinessEntityID) AS PreviousVendorTransaction
      ,COUNT(CASE WHEN TransactionDate >= '2008-08-01' THEN 1 END ) 
           OVER (PARTITION BY ProductVendor.BusinessEntityID) AS VendorAfterCutoff
   FROM
      Production.TransactionHistory
      -- Doesn't make the most sense, but I need a repeating relation
      INNER JOIN Purchasing.ProductVendor
         ON TransactionHistory.ProductID = ProductVendor.ProductID
),
Filtered AS (
   SELECT
      *
   FROM
      Base
   WHERE
      Base.TransactionDate >= '2008-08-01'
      OR (TransactionDate = PreviousVendorTransaction AND VendorAfterCutoff > 0)
)
SELECT DISTINCT
   TransactionID
   ,ProductID
   ,ReferenceOrderID
   ,ReferenceOrderLineID
   ,TransactionDate
   ,TransactionType
   ,Quantity
   ,ActualCost
   ,ModifiedDate
FROM
   Filtered

Edit:

Hmm, I think I may have to take back my comment on structuring it differently if there are indexes. The other suggestions that I have are probably fairly minor.

• Make sure the query is using the indexes you're expecting it to. Start and End date to build temp table, end date to drive the previous event loop.
• If the query to build the temp table is doing a lookup on the clustered index, it may be better to hold off and do that as part of the main query.
• Try using a cte instead of a temp table. I think that a cte might be more competitive with the way that the query is structured below.
• If you are returning a lot of events, it might be better to pull out the event table lookup to the main query to give the optimizer the option of doing a merge join.
• I don't see a way of optimizing the previous event lookup short of an indexed view.

Here's a query that combines a few of those ideas.

SELECT
    e.[EventID]
INTO #EventTemp
FROM
    [Events] AS e
WHERE
    ( e.[EventStart] >= @StartDate AND e.[EventStart] <= @EndDate )
    OR ( e.[EventEnd] >= @StartDate AND e.[EventEnd] <= @EndDate )

;
WITH PrevEvent AS (
    SELECT
        EmpPrevEvent.[EventID]
    FROM
    (
        SELECT DISTINCT
            ee.[EmployeeID]
        FROM
            #EventTemp
            INNER JOIN [EventEmployee] AS ee ON
                #EventTemp.[EventID] = ee.[EventID]
    ) AS Emp
    CROSS APPLY (
        SELECT TOP 1
            e.[EventID]
        FROM
            [Events] AS e
            INNER JOIN [EventEmployee] AS ee ON
                e.[EventID] = ee.[EventID]
        WHERE
            ee.[EmployeeID] = Emp.[EmployeeID]
            AND e.[EventEnd] < @StartDate
        ORDER BY 
            e.[EventEnd] DESC
    ) AS EmpPrevEvent
)
SELECT
    e.[EventID],
    e.[EventStart],
    e.[EventEnd],
    e.[EventTypeID]
FROM
    [Events] AS e
WHERE
    e.EventID IN (
        SELECT EventID
        FROM #EventTemp
        UNION
        SELECT EventID
        FROM PrevEvent
    )

Workaround suggestion:

If you can change the functions, try making them multi-statement table value function instead of inline functions. When doing so, you define an output table in the RETURNS part. In the DDL of the output table, declare a good clustered primary key.

Example:

CREATE FUNCTION dbo.fn_test1(@i int)
RETURNS @out TABLE (
    a    char(5) NOT NULL,
    b    date NOT NULL,
    c    int NOT NULL,
    PRIMARY KEY CLUSTERED (a, b)
)
AS

BEGIN;
    INSERT INTO @out (a, b, c)
    SELECT x, y, z
    FROM dbo.someTable
    WHERE someCriteria>@i;

    RETURN;
END;

Even though swapping an inline function for a multi-statement function comes with its own set of advantages and drawbacks, an important difference in your case may be that the output is stored in a temp table with a clustered index before the join happens. If you've properly aligned the clustered indexes on the two functions, joining their output tables should be a speedy affair.

Here's an idea of what kind of query plan you could expect (excluding the inner workings of the functions, obviously).