Find the max date to last one year transaction for each group - sql

Question

I have to query in sql server where I have to find for each id it's volume such that we have last 1 year date for each id with it's volume.
for example below is my data ,
for each id I need to query the last 1 year transaction from when we have the entry for that id as you can see from the snippet for id 1 we have the latest date as 7/31/2020 so I need the last 1 year entry from that date for that id, The highlighted one is exclude because that date is more than 1 year from the latest date for that id
Similarly for Id 3 we have all the date range in one year from the latest date for that particular id
I tried using the below query and I can get the latest date for each id but I am not sure how to extract all the dates for each id from the latest date to one year, I would appreciate if some one could help me.
I am using Microsoft sql server would need the query which executes in sql server, Table name is emp and have millions of id
Select *
From emp as t
inner join (
Select tm.id, max(tm.date_tran) as MaxDate
From emp tm
Group by tm.id
) tm on t.id = tm.id and t.date_tran = tm.MaxDate

Answer 1

To exclude transactions where the date difference between the tran_date and the maximum tran_date for each id is greater than 1 year, something like this:
;with max_cte(id, max_date) as (
Select id, max(date_tran)
From emp tm
Group by id )
Select *
From emp e
join max_cte mc on e.id=mc.id
and datediff(d, e.date_tran, mc.max_date)<=365;
Update: per comments, added volume. Thnx GMB :)
;with max_cte(id, date_tran, volume, max_date) as (
Select *, dateadd(year, -1, max(date_tran) over(partition by id)) max_date
From #emp tm)
Select id, sum(volume) sum_volume
From max_cte mc
where mc.date_tran>max_date
group by id;

Answer 2

You can do this with window functions:
select id, sum(volume) total_volume
from (
select t.*, max(date_tran) over(partition by id) max_date_tran
from mytable t
) t
where date_tran > dateadd(year, -1, max_date_tran)
group by id
Alternatively, you can use a correlated subquery for filtering:
select id, sum(volume) total_volume
from mytable t
where t.date_tran > (
select dateadd(year, -1, max(t1.date_tran))
from mytable t1
where t1.id = t.id
)
The second query would take advantage of an index on (id, date_tran).

Answer 3

this should do the trick for you:
SELECT
*
FROM
emp
JOIN
(
SELECT
MAX(date_tran) max_date_tran
, Id
FROM
emp
GROUP BY
id
) emp2
ON emp2.Id = emp.Id
AND DATEADD(YEAR, -1, emp2.max_date_tran) <= emp.date_tran;

Answer 4

Your code is good. Just add the date difference function to get the particular time in between the transaction, like the following:
Select *
From emp as t
inner join ( Select id as id, max(date_tran) as maxdate
From emp tm
Group by id
) tm on t.id = tm.id and datediff(d, e.date_tran, mc.maxdate)<=365;