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Using Row_Number() in Pivot table in SSIS

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Greetings!

I've created a pivot table using SSIS and the output is being displayed via multicast and copied into an Excel spreadsheet.

Now, I've been asked to add a column within the Pivot table and output the last known balance for each account. For example, fi the last record for Jane Doe was from 12/31/2015, then I would want to use 100, and John Smith 300 as "Balance."

Here is sample data:

From this data - 



I now need to created something like this in SSIS:



So far, I've created a CTE that gives me the result desired:

------

;With NBB AS
(
 Select balance, account_number,market,
 Row_Number() Over (Partition by Account_Number order by Processing_Date desc)  as RowNumber
from dbo.loandata)

Select balance
from NBB
where nbb.account_number= '12345'
and nbb.market = 'Oklahoma'
and nbb.RowNumber = 1

-----

Questions I have:

I'm not sure if the CTE created is necessary or if there is a better way within SSIS to perform the task?

I'd appreciate if some feedback to identify if it is possible to add the additional column showing a defined Row_Number for balance.

Thank you in advance!

Jeannette


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