SQL - Flagging a most recent entry by date - sql

I have the following data.
Clientid Accountype Dateapplied
1 Current 01/01/2018
1 Savings 03/01/2018
1 Current 17/01/2018
2 Current 01/04/2018
2 Current 15/04/2018
3 Savings 13/04/2018
3 Savings 15/04/2018
3 Current 14/04/2018
How do I select the latest dated entry in here per Client where the Accountype = Current. Basically I want to be able to flag to latest entry per client so when I can work out the select I would set a new field as True.
So results I want to bring back are:
Clientid Accountype Dateapplied
1 Current 17/01/2018
2 Current 15/04/2018
3 Current 14/04/2018
I've tried also sort of grouping by ClientID then selecting using max but whatever I try I can't pick out the latest one per clientid. Should be simple but racking my brains at it.
So tried things like this but not working. Appreciated if help anyone.
select Dateapplied,Clientid, Accountype
from Clienttable t1
WHERE EXISTS(SELECT 1
FROM Clienttable t2
WHERE Accountype = 'Current'
and t2.Clientid = t1.X_Clientid
GROUP BY t2.Clientid,
t2.Dateapplied
HAVING t1.Dateapplied= MAX(t2.Dateapplied))

You dont need to use subquery. Just get the max(dateapplied)
SELECT ClientId, AccountType, max(dateapplied) dateapplied
from clienttable
where accountType = 'Current'
Group by ClientId, AccountType

Related

Get all active policies for a particular month

I have a table PolicyStatusLog as shown below:
IdPolicyStatusLog
IdPolicy
IdStatusChangedFrom
IdStatusChangedTo
DateChanged
28834
24142
3
10
2020-11-19
28847
24142
10
1
2020-11-20
If the last IdStatusChangedTo of a Policy is 1, then the Policy is still active.
Let's say I want to get all active policies(i.e IdPolicys) for the month of January. This will include polices where the status was last changed to active(i.e 1) before or during January.
I hope I explained the problem clearly, but I can always give more details as required.
How do I write a query for this in SQL? Thanks.
Assuming you have a policy table...
Get the latest PolicyStatusLog record (prior to Feb 1st) for each policy, and keep only policies where the latest status is. 1.
SELECT
*
FROM
policy AS p
CROSS APPLY
(
SELECT TOP 1 *
FROM PolicyStatusLog
WHERE IDPolicy = policy.ID
AND DateChanged < '2022-02-01'
ORDER BY DateChanged DESC
)
AS s
WHERE
s.IdStatusChangedTo = 1
Assumes all policies have at least one row in the log. For example, if there's a new policy, is there an initial row in the log with status 1?

SQLite - Output count of all records per day including days with 0 records

I have a sqlite3 database maintained on an AWS exchange that is regularly updated by a Python script. One of the things it tracks is when any team generates a new post for a given topic. The entries look something like this:
id
client
team
date
industry
city
895
acme industries
blueteam
2022-06-30
construction
springfield
I'm trying to create a table that shows me how many entries for construction occur each day. Right now, the entries with data populate, but they exclude dates with no entries. For example, if I search for just
SELECT date, count(id) as num_records
from mytable
WHERE industry = "construction"
group by date
order by date asc
I'll get results that looks like this:
date
num_records
2022-04-01
3
2022-04-04
1
How can I make sqlite output like this:
date
num_records
2022-04-02
3
2022-04-02
0
2022-04-03
0
2022-04-04
1
I'm trying to generate some graphs from this data and need to be able to include all dates for the target timeframe.
EDIT/UPDATE:
The table does not already include every date; it only includes dates relevant to an entry. If no team posts work on a day, the date column will jump from day 1 (e.g. 2022-04-01) to day 3 (2022-04-03).
Given that your "mytable" table contains all dates you need as an assumption, you can first select all of your dates, then apply a LEFT JOIN to your own query, and map all resulting NULL values for the "num_records" field to "0" using the COALESCE function.
WITH cte AS (
SELECT date,
COUNT(id) AS num_records
FROM mytable
WHERE industry = "construction"
GROUP BY date
ORDER BY date
)
SELECT dates.date,
COALESCE(cte.num_records, 0) AS num_records
FROM (SELECT date FROM mytable) dates
LEFT JOIN cte
ON dates.date = cte.date

How many customers upgraded from Product A to Product B?

I have a "daily changes" table that records when a customer "upgrades" or "downgrades" their membership level. In the table, let's say field 1 is customer ID, field 2 is membership type and field 3 is the date of change. Customers 123 and ABC each have two rows in the table. Values in field 1 (ID) are the same, but values in field 2 (TYPE) and 3 (DATE) are different. I'd like to write a SQL query to tell me how many customers "upgraded" from membership type 1 to membership type 2 how many customers "downgraded" from membership type 2 to membership type 1 in any given time frame.
The table also shows other types of changes. To identify the records with changes in the membership type field, I've created the following code:
SELECT *
FROM member_detail_daily_changes_new
WHERE customer IN (
SELECT customer
FROM member_detail_daily_changes_new
GROUP BY customer
HAVING COUNT(distinct member_type_cd) > 1)
I'd like to see an end report which tells me:
For Fiscal 2018,
X,XXX customers moved from Member Type 1 to Member Type 2 and
X,XXX customers moved from Member Type 2 to Member type 1
Sounds like a good time to use a LEAD() analytical function to look ahead for a given customer's member_Type; compare it to current record and then evaluate if thats an upgrade/downgrade then sum results.
DEMO
CTE AS (SELECT case when lead(Member_Type_Code) over (partition by Customer order by date asc) > member_Type_Code then 1 else 0 end as Upgrade
, case when lead(Member_Type_Code) over (partition by Customer order by date asc) < member_Type_Code then 1 else 0 end as DownGrade
FROM member_detail_daily_changes_new
WHERE Date between '20190101' and '20190201')
SELECT sum(Upgrade) upgrades, sum(downgrade) downgrades
FROM CTE
Giving us: using my sample data
+----+----------+------------+
| | upgrades | downgrades |
+----+----------+------------+
| 1 | 3 | 2 |
+----+----------+------------+
I'm not sure if SQL express on rex tester just doesn't support the sum() on the analytic itself which is why I had to add the CTE or if that's a rule in non-SQL express versions too.
Some other notes:
I let the system implicitly cast the dates in the where clause
I assume the member_Type_Code itself tells me if it's an upgrade or downgrade which long term probably isn't right. Say we add membership type 3 and it goes between 1 and 2... now what... So maybe we need a decimal number outside of the Member_Type_Code so we can handle future memberships and if it's an upgrade/downgrade or a lateral...
I assumed all upgrades/downgrades are counted and a user can be counted multiple times if membership changed that often in time period desired.
I assume an upgrade/downgrade can't occur on the same date/time. Otherwise the sorting for lead may not work right. (but if it's a timestamp field we shouldn't have an issue)
So how does this work?
We use a Common table expression (CTE) to generate the desired evaluations of downgrade/upgrade per customer. This could be done in a derived table as well in-line but I find CTE's easier to read; and then we sum it up.
Lead(Member_Type_Code) over (partition by customer order by date asc) does the following
It organizes the data by customer and then sorts it by date in ascending order.
So we end up getting all the same customers records in subsequent rows ordered by date. Lead(field) then starts on record 1 and Looks ahead to record 2 for the same customer and returns the Member_Type_Code of record 2 on record 1. We then can compare those type codes and determine if an upgrade or downgrade occurred. We then are able to sum the results of the comparison and provide the desired totals.
And now we have a long winded explanation for a very small query :P
You want to use lag() for this, but you need to be careful about the date filtering. So, I think you want:
SELECT prev_membership_type, membership_type,
COUNT(*) as num_changes,
COUNT(DISTINCT member) as num_members
FROM (SELECT mddc.*,
LAG(mddc.membership_type) OVER (PARTITION BY mddc.customer_id ORDER BY mddc.date) as prev_membership_type
FROM member_detail_daily_changes_new mddc
) mddc
WHERE prev_membership_type <> membership_type AND
date >= '2018-01-01' AND
date < '2019-01-01'
GROUP BY membership_type, prev_membership_type;
Notes:
The filtering on date needs to occur after the calculation of lag().
This takes into account that members may have a certain type in 2017 and then change to a new type in 2018.
The date filtering is compatible with indexes.
Two values are calculated. One is the overall number of changes. The other counts each member only once for each type of change.
With conditional aggregation after self joining the table:
select
2018 fiscal,
sum(case when m.member_type_cd > t.member_type_cd then 1 else 0 end) upgrades,
sum(case when m.member_type_cd < t.member_type_cd then 1 else 0 end) downgrades
from member_detail_daily_changes_new m inner join member_detail_daily_changes_new t
on
t.customer = m.customer
and
t.changedate = (
select max(changedate) from member_detail_daily_changes_new
where customer = m.customer and changedate < m.changedate
)
where year(m.changedate) = 2018
This will work even if there are more than 2 types of membership level.

SQL Find latest record only if COMPLETE field is 0

I have a table with multiple records submitted by a user. In each record is a field called COMPLETE to indicate if a record is fully completed or not.
I need a way to get the latest records of the user where COMPLETE is 0, LOCATION, DATE are the same and no additional record exist where COMPLETE is 1. In each record there are additional fields such as Type, AMOUNT, Total, etc. These can be different, even though the USER, LOCATION, and DATE are the same.
There is a SUB_DATE field and ID field that denote the day the submission was made and auto incremented ID number. Here is the table:
ID NAME LOCATION DATE COMPLETE SUB_DATE TYPE1 AMOUNT1 TYPE2 AMOUNT2 TOTAL
1 user1 loc1 2017-09-15 1 2017-09-10 Food 12.25 Hotel 65.54 77.79
2 user1 loc1 2017-09-15 0 2017-09-11 Food 12.25 NULL 0 12.25
3 user1 loc2 2017-08-13 0 2017-09-05 Flight 140 Food 5 145.00
4 user1 loc2 2017-08-13 0 2017-09-10 Flight 140 NULL 0 140
5 user1 loc3 2017-07-14 0 2017-07-15 Taxi 25 NULL 0 25
6 user1 loc3 2017-08-25 1 2017-08-26 Food 45 NULL 0 45
The results I would like is to retrieve are ID 4, because the SUB_DATE is later that ID 3. Which it has the same Name, Location, and Date information and there is no COMPLETE with a 1 value.
I would also like to retrieve ID 5, since it is the latest record for the User, Location, Date, and Complete is 0.
I would also appreciate it if you could explain your answer to help me understand what is happening in the solution.
Not sure if I fully understood but try this
SELECT *
FROM (
SELECT *,
MAX(CONVERT(INT,COMPLETE)) OVER (PARTITION BY NAME,LOCATION,DATE) AS CompleteForNameLocationAndDate,
MAX(SUB_DATE) OVER (PARTITION BY NAME, LOCATION, DATE) AS LastSubDate
FROM your_table t
) a
WHERE CompleteForNameLocationAndDate = 0 AND
SUB_DATE = LastSubDate
So what we have done here:
First, if you run just the inner query in Management Studio, you will see what that does:
The first max function will partition the data in the table by each unique Name,Location,Date set.
In the case of your data, ID 1 & 2 are the first partition, 3&4 are the second partition, 5 is the 3rd partition and 6 is the 4th partition.
So for each of these partitions it will get the max value in the complete column. Therefore any partition with a 1 as it's max value has been completed.
Note also, the convert function. This is because COMPLETE is of datatype BIT (1 or 0) and the max function does not work with that datatype. We therefore convert to INT. If your COMPLETE column is type INT, you can take the convert out.
The second max function partitions by unique Name, Location and Date again but we are getting the max_sub date this time which give us the date of the latest record for the Name,Location,Date
So we take that query and add it to a derived table which for simplicity we call a. We need to do this because SQL Server doesn't allowed windowed functions in the WHERE clause of queries. A windowed function is one that makes use of the OVER keyword as we have done. In an ideal world, SQL would let us do
SELECT *,
MAX(CONVERT(INT,COMPLETE)) OVER (PARTITION BY NAME,LOCATION,DATE) AS CompleteForNameLocationAndDate,
MAX(SUB_DATE) OVER (PARTITION BY NAME, LOCATION, DATE) AS LastSubDate
FROM your)table t
WHERE MAX(CONVERT(INT,COMPLETE)) OVER (PARTITION BY NAME,LOCATION,DATE) = 0 AND
SUB_DATE = MAX(SUB_DATE) OVER (PARTITION BY NAME, LOCATION, DATE)
But it doesn't allow it so we have to use the derived table.
So then we basically SELECT everything from our derived table Where
CompleteForNameLocationAndDate = 0
Which are Name,Location, Date partitions which do not have a record marked as complete.
Then we filter further asking for only the latest record for each partition
SUB_DATE = LastSubDate
Hope that makes sense, not sure what level of detail you need?
As a side, I would look at restructuring your tables (unless of course you have simplified to better explain this problem) as follows:
(Assuming the table in your examples is called Booking)
tblBooking
BookingID
PersonID
LocationID
Date
Complete
SubDate
tblPerson
PersonID
PersonName
tblLocation
LocationID
LocationName
tblType
TypeID
TypeName
tblBookingType
BookingTypeID
BookingID
TypeID
Amount
This way if you ever want to add Type3 or Type4 to your booking information, you don't need to alter your table layout

Query to find all timestamps more than a certain interval apart

I'm using postgres to run some analytics on user activity. I have a table of all requests(pageviews) made by every user and the timestamp of the request, and I'm trying to find the number of distinct sessions for every user. For the sake of simplicity, I'm considering every set of requests an hour or more apart from others as a distinct session. The data looks something like this:
id| request_time| user_id
1 2014-01-12 08:57:16.725533 1233
2 2014-01-12 08:57:20.944193 1234
3 2014-01-12 09:15:59.713456 1233
4 2014-01-12 10:58:59.713456 1234
How can I write a query to get the number of sessions per user?
To start a new session after every gap >= 1 hour:
SELECT user_id, count(*) AS distinct_sessions
FROM (
SELECT user_id
,(lag(request_time, 1, '-infinity') OVER (PARTITION BY user_id
ORDER BY request_time)
<= request_time - '1h'::interval) AS step -- start new session
FROM tbl
) sub
WHERE step
GROUP BY user_id
ORDER BY user_id;
Assuming request_time NOT NULL.
Explain:
In subquery sub, check for every row if a new session begins. Using the third parameter of lag() to provide the default -infinity, which is lower than any timestamp and therefore always starts a new session for the first row.
In the outer query count how many times new sessions started. Eliminate step = FALSE and count per user.
Alternative interpretation
If you really wanted to count hours where at least one request happened (I don't think you do, but another answer assumes as much), you would:
SELECT user_id
, count(DISTINCT date_trunc('hour', request_time)) AS hours_with_req
FROM tbl
GROUP BY 1
ORDER BY 1;