I'd forgotten how much I hate SSRS.  It's a major pain to add multiple columns to a tablix, so I used the wizard to create the initial report.  It turns...

Here is an approach that uses LAG to determine the previous amount.  I haven't done any comparisons, but I believe that it will perform faster, because it requires fewer reads...

I think that there is a much better way to do this using windowed functions.  The approach depends on whether there are gaps in the data, which I haven't had...

Here is a solution that works.

WITH C1 AS
(
 SELECT *, MAX(ISNULL(HoldEndDate, '9999-12-31')) OVER(PARTITION BY LoanNumber ORDER BY HoldStartDate, HoldEndDate, HoldSequence ROWS BETWEEN UNBOUNDED PRECEDING AND...