Filtered last transaction - sql

Question

first: I have two tables with a primary key((Agent_ID). I want to join both tables, filter Agent_Type =1 and status =1
Second: get the last active year total transaction value monthly wise who is not done any transaction for the last three months.
Agent table
Agent_ID Agent_Type
234 1
456 1
567 1
678 0
Agent_Transaction table
Agent_ID Amount Transaction_Date status
234 70 23/7/2019 1
234 54 11/6/2019 0
234 30 23/5/2019 1
456 56 12/1/2019 1
456 80 15/3/2019 1
456 99 20/2/2019 1
456 76 23/12/2018 1
567 56 10/10/2018 0
567 60 30/6/2018 1
456
select Agent_ID,CONCAT(Extract(MONTH from Agent_Transaction.Transaction_Date),
EXTRACT (YEAR FROM Agent_Transaction.Transaction_Date))as MONTH_YEAR,
SUM(Agent_Transaction.Amount)AS TOTAL
from Agent
inner join Agent_Transaction
on Agent_Transaction.Agent_ID = Agent.Agent_ID
where Agent.Agent_Type='1' AND Agent_Transaction.status='1' AND
(Agent_Transaction.Transaction_Date between ADD_MONTHS(SYSDATE,-3) and SYSDATE)
GROUP BY Agent.Agent_ID,
CONCAT(Extract(MONTH from Agent_Transaction.Transaction_Date),EXTRACT (YEAR FROM Agent_Transaction.Transaction_Date)),
Agent_Transaction.Amount
But I didn't get what I expected.

Answer 1

As far as I understood the requirement, you can use the following query:
SELECT
A.AGENT_ID,
TO_CHAR(TRUNC(ATR.TRANSACTION_DATE, 'MONTH'), 'MONYYYY'), -- YOU CAN USE DIFFERENT FORMAT ACCORDING TO REQUIREMENT
SUM(AMOUNT) AS TOTAL_MONTHWISE_AMOUNT -- MONTHWISE TRANSACTION TOTAL
FROM
AGENT A
JOIN AGENT_TRANSACTION ATR ON ( A.AGENT_ID = ATR.AGENT_ID )
WHERE
-- EXCLUDING THE AGENTS WHICH HAVE DONE NO TRANSACTION IN LAST THREE MONTHS USING FOLLOWING NOT IN
ATR.AGENT_ID NOT IN (
SELECT
DISTINCT ATR_IN1.AGENT_ID
FROM
AGENT_TRANSACTION ATR_IN1
WHERE
ATR_IN1.TRANSACTION_DATE > ADD_MONTHS(SYSDATE, - 3)
AND ATR_IN1.STATUS = 1 -- YOU CAN USE IT ACCORDING TO REQUIREMENT
)
-- FETCHING LAST YEAR DATA
AND EXTRACT(YEAR FROM ATR.TRANSACTION_DATE) = EXTRACT(YEAR FROM ADD_MONTHS(SYSDATE, - 12))
AND A.AGENT_TYPE = 1
AND ATR.STATUS = 1
GROUP BY
A.AGENT_ID,
TRUNC(ATR.TRANSACTION_DATE, 'MONTH');
Please comment if minor changes are required or you need different logic.
Cheers!!
-- Update --
Updated the query after OP described the original issue:
SELECT
AGENT_ID,
TO_CHAR(TRUNC(TRANSACTION_DATE, 'MONTH'), 'MONYYYY'), -- YOU CAN USE DIFFERENT FORMAT ACCORDING TO REQUIREMENT
SUM(AMOUNT) AS TOTAL_MONTHWISE_AMOUNT -- MONTHWISE TRANSACTION TOTAL
FROM
(
SELECT
A.AGENT_ID,
TRUNC(ATR.TRANSACTION_DATE, 'MONTH') AS TRANSACTION_DATE,
MAX(TRUNC(ATR.TRANSACTION_DATE, 'MONTH')) OVER(
PARTITION BY A.AGENT_ID
) AS LAST_TR_DATE,
AMOUNT,
AGENT_TYPE,
STATUS
FROM
AGENT A
JOIN AGENT_TRANSACTION ATR ON ( A.AGENT_ID = ATR.AGENT_ID )
WHERE
A.AGENT_TYPE = 1
AND ATR.STATUS = 1
)
WHERE
-- EXCLUDING THE AGENTS WHICH HAVE DONE NO TRANSACTION IN LAST THREE MONTHS USING FOLLOWING NOT IN
LAST_TR_DATE > ADD_MONTHS(SYSDATE, - 3)
-- FETCHING LAST YEAR DATA
AND TRANSACTION_DATE BETWEEN ADD_MONTHS(LAST_TR_DATE, - 12) AND LAST_TR_DATE
GROUP BY
AGENT_ID,
TRANSACTION_DATE;
Cheers!!
-- Update --
Your exact query should look like this:
SELECT
AGENT_ID,
TO_CHAR(TRUNC(TX_TIME, 'MONTH'), 'MONYYYY') AS MONTHYEAR,
SUM(TX_VALUE) AS TOTALMONTHWISE
FROM
(
SELECT
A.AGENT_ID,
TRUNC(ATR.TX_TIME, 'MONTH') AS TX_TIME, -- changed this alias name
MAX(TRUNC(ATR.TX_TIME, 'MONTH')) OVER(
PARTITION BY A.AGENT_ID
) AS LAST_TR_DATE,
ATR.TX_VALUE,
A.AGENT_TYPE_ID
FROM
TBLEZ_AGENT A
JOIN TBLEZ_TRANSACTION ATR ON ( A.AGENT_ID = ATR.SRC_AGENT_ID )
WHERE
A.AGENT_TYPE_ID = '3'
AND ATR.STATUS = '0'
AND ATR.TX_TYPE_ID = '5'
)
WHERE
LAST_TR_DATE < ADD_MONTHS(SYSDATE, - 3)
AND ( TX_TIME BETWEEN ADD_MONTHS(LAST_TR_DATE, - 12) AND LAST_TR_DATE )
GROUP BY
AGENT_ID,
TX_TIME;
-- UPDATE --
In response to this comment -- **Hi Tejash, How to get the total day-wise to above my scenario? **
SELECT
AGENT_ID,
TX_TIME,
SUM(TX_VALUE) AS TOTALDAYWISE
FROM
(
SELECT
A.AGENT_ID,
TRUNC(ATR.TX_TIME) AS TX_TIME, -- changed TRUNC INPUT PARAMETER -- REMOVED MONTH IN TRUNC
MAX(TRUNC(ATR.TX_TIME)) OVER( -- changed TRUNC INPUT PARAMETER -- REMOVED MONTH IN TRUNC
PARTITION BY A.AGENT_ID
) AS LAST_TR_DATE,
ATR.TX_VALUE,
A.AGENT_TYPE_ID
FROM
TBLEZ_AGENT A
JOIN TBLEZ_TRANSACTION ATR ON ( A.AGENT_ID = ATR.SRC_AGENT_ID )
WHERE
A.AGENT_TYPE_ID = '3'
AND ATR.STATUS = '0'
AND ATR.TX_TYPE_ID = '5'
)
WHERE
LAST_TR_DATE < ADD_MONTHS(SYSDATE, - 3)
AND ( TRUNC(TX_TIME, 'MONTH') BETWEEN ADD_MONTHS(LAST_TR_DATE, - 12) AND LAST_TR_DATE )
-- changed TRUNC INPUT PARAMETER -- ADDED MONTH IN TRUNC
GROUP BY
AGENT_ID,
TX_TIME;
Cheers!!

Answer 2

SELECT
A.AGENT_ID,
TO_CHAR(TRUNC(ATR.TX_TIME, 'MONTH'), 'MONYYYY') AS MONTHYEAR,
SUM(ATR.TX_VALUE) AS TOTALMONTHWISE
FROM
(
SELECT
A.AGENT_ID,
TRUNC(ATR.TX_TIME, 'MONTH') AS TRANSC_DATE,
MAX(TRUNC(ATR.TX_TIME, 'MONTH')) OVER(
PARTITION BY A.AGENT_ID
) AS LAST_TR_DATE,
ATR.TX_VALUE,
A.AGENT_TYPE_ID
FROM
TBLEZ_AGENT A
JOIN TBLEZ_TRANSACTION ATR ON ( A.AGENT_ID = ATR.SRC_AGENT_ID )
WHERE
A.AGENT_TYPE_ID = '3'
AND ATR.STATUS = '0'
AND ATR.TX_TYPE_ID = '5'
)
WHERE
LAST_TR_DATE > ADD_MONTHS(SYSDATE, - 3)
AND ( TX_TIME BETWEEN ADD_MONTHS(LAST_TR_DATE, - 12) AND LAST_TR_DATE )
GROUP BY
A.AGENT_ID,TRUNC(ATR.TX_TIME, 'MONTH')