Hello, If I have a table of general ledger accounts that include account number, account number description, account type (assets, liabilities, revenue, expense, etc), and status, what is the best way to create account roll-ups? For example, current assets include cash, cash equivalents, accounts receivable, current portion of notes receivable, and so on. What's more, current assets roll up to total assets. There are a range of accounts that define these roll-ups. Any help would be appreciated.
Any kind of aggregation/ rollup depends on the type of use cases and the reporting tools used. If you have large number of dataset and your BI tools and database allow you to build CUBEs that will be good and will get performance benefit as well. For normal datasets just create some views based or aggregation rules (aggregate amounts, counts for account types) If you don’t have the option of building cubes but have large datasets then building a report/speed table with pre-aggregated data is always good idea for the performance point out view and build views on top of these tables