LOL... I wish it only took coffee to wake me up.

The graph works. Might not be the best T-SQL to get me there, but it gets the job done. The whole reason I started down the CTE road was this:

My dataset acts kind of like a cheque register, so the "running total" stuff is significant. If I filter out some of the old records, my math goes sideways. As I see it, I have a couple of options: either use a trigger or calculated column to store the current running total, use a CTE to do it... or?

I know you're not a CTE fan, but is this a case for using one? If not, what are my other options?

Thanks!