SQL Stairstep Query
Since you are using SQL Server 2012, we can use the Format function to make the date pretty. There is no need to group by the strings. Instead, I find it useful to use the proper data type for as long as I can and only use Format or Convert on display (or not at all and let the middle tier handle the display).
In this solution, I arbitrarily assumed the earliest TransDate and extract from it, the first day of that month. However, one could easily replace that expression with a static value of the start date desired and this solution would take that and the next 12 months.
With SubmissionMonths As
(
Select DateAdd(d, -Day(A.SubmissionDate) + 1, A.SubmissionDate) As SubmissionMonth
, A.Amount
From dbo.Accounts As A
)
, TranMonths As
(
Select DateAdd(d, -Day(Min( T.TranDate )) + 1, Min( T.TranDate )) As TranMonth
, 1 As MonthNum
From dbo.Accounts As A
Join dbo.Trans As T
On T.AccountId = A.AccountId
Join SubmissionMonths As M
On A.SubmissionDate >= M.SubmissionMonth
And A.SubmissionDate < DateAdd(m,1,SubmissionMonth)
Union All
Select DateAdd(m, 1, TranMonth), MonthNum + 1
From TranMonths
Where MonthNum < 12
)
, TotalBySubmissionMonth As
(
Select M.SubmissionMonth, Sum( M.Amount ) As Total
From SubmissionMonths As M
Group By M.SubmissionMonth
)
Select Format(SMT.SubmissionMonth,'yyyy-MM') As SubmissionMonth, SMT.Total
, Sum( Case When TM.MonthNum = 1 Then T.TranAmount End ) As Month1
, Sum( Case When TM.MonthNum = 2 Then T.TranAmount End ) As Month2
, Sum( Case When TM.MonthNum = 3 Then T.TranAmount End ) As Month3
, Sum( Case When TM.MonthNum = 4 Then T.TranAmount End ) As Month4
, Sum( Case When TM.MonthNum = 5 Then T.TranAmount End ) As Month5
, Sum( Case When TM.MonthNum = 6 Then T.TranAmount End ) As Month6
, Sum( Case When TM.MonthNum = 7 Then T.TranAmount End ) As Month7
, Sum( Case When TM.MonthNum = 8 Then T.TranAmount End ) As Month8
, Sum( Case When TM.MonthNum = 9 Then T.TranAmount End ) As Month9
, Sum( Case When TM.MonthNum = 10 Then T.TranAmount End ) As Month10
, Sum( Case When TM.MonthNum = 11 Then T.TranAmount End ) As Month11
, Sum( Case When TM.MonthNum = 12 Then T.TranAmount End ) As Month12
From TotalBySubmissionMonth As SMT
Join dbo.Accounts As A
On A.SubmissionDate >= SMT.SubmissionMonth
And A.SubmissionDate < DateAdd(m,1,SMT.SubmissionMonth)
Join dbo.Trans As T
On T.AccountId = A.AccountId
Join TranMonths As TM
On T.TranDate >= TM.TranMonth
And T.TranDate < DateAdd(m,1,TM.TranMonth)
Group By SMT.SubmissionMonth, SMT.Total
SQL Fiddle version
The following query pretty much returns what you want. You need to do the to operations separately. I just join the results together:
select a.yyyymm, a.Amount,
t201201, t201202, t201203, t201204
from (select LEFT(convert(varchar(255), a.submissiondate, 121), 7) as yyyymm,
SUM(a.Amount) as amount
from Accounts a
group by LEFT(convert(varchar(255), a.submissiondate, 121), 7)
) a left outer join
(select LEFT(convert(varchar(255), a.submissiondate, 121), 7) as yyyymm,
sum(case when trans_yyyymm = '2012-01' then tranamount end) as t201201,
sum(case when trans_yyyymm = '2012-02' then tranamount end) as t201202,
sum(case when trans_yyyymm = '2012-03' then tranamount end) as t201203,
sum(case when trans_yyyymm = '2012-04' then tranamount end) as t201204
from Accounts a join
(select t.*, LEFT(convert(varchar(255), t.trandate, 121), 7) as trans_yyyymm
from trans t
) t
on a.accountid = t.accountid
group by LEFT(convert(varchar(255), a.submissiondate, 121), 7)
) t
on a.yyyymm = t.yyyymm
order by 1
I am getting a NULL where you have a 0.00 in two cells.