• It seems odd you want to store this values in the table.

    This means values of a row are dependant on other rows. Not sure this is good design.

    For example, if you add a record for a year, you have to update other records of the same year to reflect the YTD and you need to update one record of the next year.

    Usually these values are calculated for reporting and are thus calculated in a SELECT query and passed on to the report (or even calculated in the report itself).

    If you really want to store it in the table, you can issue two update statements against the table that will calculate the YTD and the previous period value from scratch.

    An example YTD query can be found here:

    http://stackoverflow.com/questions/3480247/sql-how-to-find-ytd-amount

    Note: it will definately not be easier in SSIS.

    Need an answer? No, you need a question
    My blog at https://sqlkover.com.
    MCSE Business Intelligence - Microsoft Data Platform MVP