SQL - Find if column dates include at least partially a date range - sql

Question

I need to create a report and I am struggling with the SQL script.
The table I want to query is a company_status_history table which has entries like the following (the ones that I can't figure out)
Table company_status_history
Columns:
| id | company_id | status_id | effective_date |
Data:
| 1 | 10 | 1 | 2016-12-30 00:00:00.000 |
| 2 | 10 | 5 | 2017-02-04 00:00:00.000 |
| 3 | 11 | 5 | 2017-06-05 00:00:00.000 |
| 4 | 11 | 1 | 2018-04-30 00:00:00.000 |
I want to answer to the question "Get all companies that have been at least for some point in status 1 inside the time period 01/01/2017 - 31/12/2017"
Above are the cases that I don't know how to handle since I need to add some logic of type :
"If this row is status 1 and it's date is before the date range check the next row if it has a date inside the date range."
"If this row is status 1 and it's date is after the date range check the row before if it has a date inside the date range."

Answer 1

I think this can be handled as a gaps and islands problem. Consider the following input data: (same as sample data of OP plus two additional rows)
id company_id status_id effective_date
-------------------------------------------
1 10 1 2016-12-15
2 10 1 2016-12-30
3 10 5 2017-02-04
4 10 4 2017-02-08
5 11 5 2017-06-05
6 11 1 2018-04-30
You can use the following query:
SELECT t.id, t.company_id, t.status_id, t.effective_date, x.cnt
FROM company_status_history AS t
OUTER APPLY
(
SELECT COUNT(*) AS cnt
FROM company_status_history AS c
WHERE c.status_id = 1
AND c.company_id = t.company_id
AND c.effective_date < t.effective_date
) AS x
ORDER BY company_id, effective_date
to get:
id company_id status_id effective_date grp
-----------------------------------------------
1 10 1 2016-12-15 0
2 10 1 2016-12-30 1
3 10 5 2017-02-04 2
4 10 4 2017-02-08 2
5 11 5 2017-06-05 0
6 11 1 2018-04-30 0
Now you can identify status = 1 islands using:
;WITH CTE AS
(
SELECT t.id, t.company_id, t.status_id, t.effective_date, x.cnt
FROM company_status_history AS t
OUTER APPLY
(
SELECT COUNT(*) AS cnt
FROM company_status_history AS c
WHERE c.status_id = 1
AND c.company_id = t.company_id
AND c.effective_date < t.effective_date
) AS x
)
SELECT id, company_id, status_id, effective_date,
ROW_NUMBER() OVER (PARTITION BY company_id ORDER BY effective_date) -
cnt AS grp
FROM CTE
Output:
id company_id status_id effective_date grp
-----------------------------------------------
1 10 1 2016-12-15 1
2 10 1 2016-12-30 1
3 10 5 2017-02-04 1
4 10 4 2017-02-08 2
5 11 5 2017-06-05 1
6 11 1 2018-04-30 2
Calculated field grp will help us identify those islands:
;WITH CTE AS
(
SELECT t.id, t.company_id, t.status_id, t.effective_date, x.cnt
FROM company_status_history AS t
OUTER APPLY
(
SELECT COUNT(*) AS cnt
FROM company_status_history AS c
WHERE c.status_id = 1
AND c.company_id = t.company_id
AND c.effective_date < t.effective_date
) AS x
), CTE2 AS
(
SELECT id, company_id, status_id, effective_date,
ROW_NUMBER() OVER (PARTITION BY company_id ORDER BY effective_date) -
cnt AS grp
FROM CTE
)
SELECT company_id,
MIN(effective_date) AS start_date,
CASE
WHEN COUNT(*) > 1 THEN DATEADD(DAY, -1, MAX(effective_date))
ELSE MIN(effective_date)
END AS end_date
FROM CTE2
GROUP BY company_id, grp
HAVING COUNT(CASE WHEN status_id = 1 THEN 1 END) > 0
Output:
company_id start_date end_date
-----------------------------------
10 2016-12-15 2017-02-03
11 2018-04-30 2018-04-30
All you want know is those records from above that overlap with the specified interval.
Demo here with somewhat more complicated use case.

Answer 2

Maybe this is what you are looking for? For these kind of questions, you need to join two instance of your table, in this case I am just joining with next record by Id, which probably is not totally correct. To do it better, you can create a new Id using a windowed function like row_number, ordering the table by your requirement criteria
If this row is status 1 and it's date is before the date range check
the next row if it has a date inside the date range
declare #range_st date = '2017-01-01'
declare #range_en date = '2017-12-31'
select
case
when csh1.status_id=1 and csh1.effective_date<#range_st
then
case
when csh2.effective_date between #range_st and #range_en then true
else false
end
else NULL
end
from company_status_history csh1
left join company_status_history csh2
on csh1.id=csh2.id+1
Implementing second criteria:
"If this row is status 1 and it's date is after the date range check
the row before if it has a date inside the date range."
declare #range_st date = '2017-01-01'
declare #range_en date = '2017-12-31'
select
case
when csh1.status_id=1 and csh1.effective_date<#range_st
then
case
when csh2.effective_date between #range_st and #range_en then true
else false
end
when csh1.status_id=1 and csh1.effective_date>#range_en
then
case
when csh3.effective_date between #range_st and #range_en then true
else false
end
else null -- ¿?
end
from company_status_history csh1
left join company_status_history csh2
on csh1.id=csh2.id+1
left join company_status_history csh3
on csh1.id=csh3.id-1

Answer 3

I would suggest the use of a cte and the window functions ROW_NUMBER. With this you can find the desired records. An example:
DECLARE #t TABLE(
id INT
,company_id INT
,status_id INT
,effective_date DATETIME
)
INSERT INTO #t VALUES
(1, 10, 1, '2016-12-30 00:00:00.000')
,(2, 10, 5, '2017-02-04 00:00:00.000')
,(3, 11, 5, '2017-06-05 00:00:00.000')
,(4, 11, 1, '2018-04-30 00:00:00.000')
DECLARE #StartDate DATETIME = '2017-01-01';
DECLARE #EndDate DATETIME = '2017-12-31';
WITH cte AS(
SELECT *
,ROW_NUMBER() OVER (PARTITION BY company_id ORDER BY effective_date) AS rn
FROM #t
),
cteLeadLag AS(
SELECT c.*, ISNULL(c2.effective_date, c.effective_date) LagEffective, ISNULL(c3.effective_date, c.effective_date)LeadEffective
FROM cte c
LEFT JOIN cte c2 ON c2.company_id = c.company_id AND c2.rn = c.rn-1
LEFT JOIN cte c3 ON c3.company_id = c.company_id AND c3.rn = c.rn+1
)
SELECT 'Included' AS RangeStatus, *
FROM cteLeadLag
WHERE status_id = 1
AND effective_date BETWEEN #StartDate AND #EndDate
UNION ALL
SELECT 'Following' AS RangeStatus, *
FROM cteLeadLag
WHERE status_id = 1
AND effective_date > #EndDate
AND LagEffective BETWEEN #StartDate AND #EndDate
UNION ALL
SELECT 'Trailing' AS RangeStatus, *
FROM cteLeadLag
WHERE status_id = 1
AND effective_date < #EndDate
AND LeadEffective BETWEEN #StartDate AND #EndDate
I first select all records with their leading and lagging Dates and then I perform your checks on the inclusion in the desired timespan.

Answer 4

Try with this, self-explanatory. Responds to this part of your question:
I want to answer to the question "Get all companies that have been at
least for some point in status 1 inside the time period 01/01/2017 -
31/12/2017"
Case that you want to find those id's that have been in any moment in status 1 and have records in the period requested:
SELECT *
FROM company_status_history
WHERE id IN
( SELECT Id
FROM company_status_history
WHERE status_id=1 )
AND effective_date BETWEEN '2017-01-01' AND '2017-12-31'
Case that you want to find id's in status 1 and inside the period:
SELECT *
FROM company_status_history
WHERE status_id=1
AND effective_date BETWEEN '2017-01-01' AND '2017-12-31'