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SQL for Monthly Spend by Region
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SQL for Monthly Spend by Region

MediumSQL · PostgreSQL

Problem

Write a SQL query to join program, finance, and operations tables to calculate monthly spend by region and flag regions where spend exceeds budget at Population Services International.

Use the reporting months available in operations for January and February 2025. Include months with no recorded finance amount as zero spend.

Output

  1. One row per region and reporting month.
  2. Columns: reporting_month, region, monthly_spend, monthly_budget, and budget_status.
  3. Set budget_status to EXCEEDS_BUDGET when spend is greater than budget, otherwise WITHIN_BUDGET.
  4. Order by region, then reporting_month ascending.

Schema

program
ColumnTypeDescription
program_idPKINTUnique program identifier
program_nameVARCHAR(100)Program name
regionVARCHAR(50)Operational region
monthly_budgetDECIMAL(12,2)Budget allocated to the program for one month
finance
ColumnTypeDescription
finance_idPKINTUnique finance transaction identifier
program_idINTReferenced program
spend_dateDATEDate of the recorded spend
amountDECIMAL(12,2)Spend amount, which may be missing
operations
ColumnTypeDescription
operation_idPKINTUnique operational reporting record
program_idINTReferenced program
reporting_monthDATEFirst day of the operational reporting month
operational_statusVARCHAR(30)Operational status for the program month
Tablesprogramfinanceoperations
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