Running Transaction Total with SQL | Dataford Interview Questions

Your question is Running Transaction Total with SQL. Start with the requirements and the two tables on the right.

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Problem

Ameriprise needs transaction-level activity metrics for clients using its financial data platforms. Write a PostgreSQL query that calculates each client's rolling transaction total across the thirty-day period ending on every transaction date.

Requirements

Join transactions to clients and display the client name, using Unknown when a transaction has no matching client.
Calculate a rolling sum of amount for each client, partitioned by client_id and ordered by transaction_date.
Include transactions with negative amounts, zero amounts, and NULL amounts. NULL amounts should not contribute to the sum.
Return results ordered by client, transaction date, and transaction ID. The thirty-day window is inclusive of the transaction date and the preceding 30 calendar days.

Schema

clients

Column	Type	Description
client_idPK	INTEGER	Unique Ameriprise client identifier
client_name	VARCHAR(100)	Client display name

transactions

Column	Type	Description
transaction_idPK	INTEGER	Unique transaction identifier
client_id	INTEGER	Client associated with the transaction
transaction_date	DATE	Transaction posting date
amount	NUMERIC(12,2)	Transaction amount, including reversals