Numerous Unions, Easier Way? - sql

Question

I'm using the query below and am getting the results I want, I just can't help but think that there is probably a better way than to repeat that code over and over with a different where clause? Recommendations?
WITH HHSUMMARY
AS
(
SELECT
B.HouseholdId, SUM(B.Balance) AS AUM, SUM(B.TradeRevenue + B.TrailRevenue + B.AdvisoryRevenue) AS Revenue
FROM
BookSegmentation.BookSegmentationDataset B
WHERE
B.RepName = 'Rep'
GROUP BY
B.HouseholdId
)
SELECT
'< 25K' AS [ACCT BALANCE CAT],
COUNT(HouseholdID) AS HH,
CAST(COUNT(HouseholdId) AS DECIMAL(18,2))/(SELECT CAST(COUNT(HouseholdId) AS DECIMAL(18,2)) FROM HHSUMMARY) AS [% HH],
SUM(AUM) AS [HH AUM],
SUM(AUM)/(SELECT SUM(AUM) FROM HHSUMMARY) AS [HH AUM %],
SUM(Revenue) AS REVENUE,
SUM(Revenue)/(SELECT SUM(Revenue) FROM HHSUMMARY) AS [% REV],
SUM(Revenue)/SUM(AUM) AS [EFFICIENCY %]
FROM HHSUMMARY
WHERE AUM < 25000
UNION
SELECT
'25K-50K' AS [ACCT BALANCE CAT],
COUNT(HouseholdID) AS HH,
CAST(COUNT(HouseholdId) AS DECIMAL(18,2))/(SELECT CAST(COUNT(HouseholdId) AS DECIMAL(18,2)) FROM HHSUMMARY) AS [% HH],
SUM(AUM) AS [HH AUM],
SUM(AUM)/(SELECT SUM(AUM) FROM HHSUMMARY) AS [HH AUM %],
SUM(Revenue) AS REVENUE,
SUM(Revenue)/(SELECT SUM(Revenue) FROM HHSUMMARY) AS [% REV],
SUM(Revenue)/SUM(AUM) AS [EFFICIENCY %]
FROM HHSUMMARY
WHERE AUM >= 25000 AND AUM < 50000
UNION
SELECT
'50K-100K' AS [ACCT BALANCE CAT],
COUNT(HouseholdID) AS HH,
CAST(COUNT(HouseholdId) AS DECIMAL(18,2))/(SELECT CAST(COUNT(HouseholdId) AS DECIMAL(18,2)) FROM HHSUMMARY) AS [% HH],
SUM(AUM) AS [HH AUM],
SUM(AUM)/(SELECT SUM(AUM) FROM HHSUMMARY) AS [HH AUM %],
SUM(Revenue) AS REVENUE,
SUM(Revenue)/(SELECT SUM(Revenue) FROM HHSUMMARY) AS [% REV],
SUM(Revenue)/SUM(AUM) AS [EFFICIENCY %]
FROM HHSUMMARY
WHERE AUM >= 50000 AND AUM < 100000
UNION
SELECT
'100K-250K' AS [ACCT BALANCE CAT],
COUNT(HouseholdID) AS HH,
CAST(COUNT(HouseholdId) AS DECIMAL(18,2))/(SELECT CAST(COUNT(HouseholdId) AS DECIMAL(18,2)) FROM HHSUMMARY) AS [% HH],
SUM(AUM) AS [HH AUM],
SUM(AUM)/(SELECT SUM(AUM) FROM HHSUMMARY) AS [HH AUM %],
SUM(Revenue) AS REVENUE,
SUM(Revenue)/(SELECT SUM(Revenue) FROM HHSUMMARY) AS [% REV],
SUM(Revenue)/SUM(AUM) AS [EFFICIENCY %]
FROM HHSUMMARY
WHERE AUM >= 100000 AND AUM < 250000
UNION
SELECT
'250K-500K' AS [ACCT BALANCE CAT],
COUNT(HouseholdID) AS HH,
CAST(COUNT(HouseholdId) AS DECIMAL(18,2))/(SELECT CAST(COUNT(HouseholdId) AS DECIMAL(18,2)) FROM HHSUMMARY) AS [% HH],
SUM(AUM) AS [HH AUM],
SUM(AUM)/(SELECT SUM(AUM) FROM HHSUMMARY) AS [HH AUM %],
SUM(Revenue) AS REVENUE,
SUM(Revenue)/(SELECT SUM(Revenue) FROM HHSUMMARY) AS [% REV],
SUM(Revenue)/SUM(AUM) AS [EFFICIENCY %]
FROM HHSUMMARY
WHERE AUM >= 250000 AND AUM < 500000
UNION
SELECT
'500K-750K' AS [ACCT BALANCE CAT],
COUNT(HouseholdID) AS HH,
CAST(COUNT(HouseholdId) AS DECIMAL(18,2))/(SELECT CAST(COUNT(HouseholdId) AS DECIMAL(18,2)) FROM HHSUMMARY) AS [% HH],
SUM(AUM) AS [HH AUM],
SUM(AUM)/(SELECT SUM(AUM) FROM HHSUMMARY) AS [HH AUM %],
SUM(Revenue) AS REVENUE,
SUM(Revenue)/(SELECT SUM(Revenue) FROM HHSUMMARY) AS [% REV],
SUM(Revenue)/SUM(AUM) AS [EFFICIENCY %]
FROM HHSUMMARY
WHERE AUM >= 500000 AND AUM < 750000
UNION
SELECT
'750K-1MM' AS [ACCT BALANCE CAT],
COUNT(HouseholdID) AS HH,
CAST(COUNT(HouseholdId) AS DECIMAL(18,2))/(SELECT CAST(COUNT(HouseholdId) AS DECIMAL(18,2)) FROM HHSUMMARY) AS [% HH],
SUM(AUM) AS [HH AUM],
SUM(AUM)/(SELECT SUM(AUM) FROM HHSUMMARY) AS [HH AUM %],
SUM(Revenue) AS REVENUE,
SUM(Revenue)/(SELECT SUM(Revenue) FROM HHSUMMARY) AS [% REV],
SUM(Revenue)/SUM(AUM) AS [EFFICIENCY %]
FROM HHSUMMARY
WHERE AUM >= 750000 AND AUM < 1000000
UNION
SELECT
'1MM-5MM' AS [ACCT BALANCE CAT],
COUNT(HouseholdID) AS HH,
CAST(COUNT(HouseholdId) AS DECIMAL(18,2))/(SELECT CAST(COUNT(HouseholdId) AS DECIMAL(18,2)) FROM HHSUMMARY) AS [% HH],
SUM(AUM) AS [HH AUM],
SUM(AUM)/(SELECT SUM(AUM) FROM HHSUMMARY) AS [HH AUM %],
SUM(Revenue) AS REVENUE,
SUM(Revenue)/(SELECT SUM(Revenue) FROM HHSUMMARY) AS [% REV],
SUM(Revenue)/SUM(AUM) AS [EFFICIENCY %]
FROM HHSUMMARY
WHERE AUM >= 1000000 AND AUM < 5000000
UNION
SELECT
'> 5MM' AS [ACCT BALANCE CAT],
COUNT(HouseholdID) AS HH,
CAST(COUNT(HouseholdId) AS DECIMAL(18,2))/(SELECT CAST(COUNT(HouseholdId) AS DECIMAL(18,2)) FROM HHSUMMARY) AS [% HH],
SUM(AUM) AS [HH AUM],
SUM(AUM)/(SELECT SUM(AUM) FROM HHSUMMARY) AS [HH AUM %],
SUM(Revenue) AS REVENUE,
SUM(Revenue)/(SELECT SUM(Revenue) FROM HHSUMMARY) AS [% REV],
SUM(Revenue)/SUM(AUM) AS [EFFICIENCY %]
FROM HHSUMMARY
WHERE AUM >= 5000000
UNION
SELECT
'TOTAL' AS [ACCT BALANCE CAT],
COUNT(HouseholdID) AS HH,
CAST(COUNT(HouseholdId) AS DECIMAL(18,2))/(SELECT CAST(COUNT(HouseholdId) AS DECIMAL(18,2)) FROM HHSUMMARY) AS [% HH],
SUM(AUM) AS [HH AUM],
SUM(AUM)/(SELECT SUM(AUM) FROM HHSUMMARY) AS [HH AUM %],
SUM(Revenue) AS REVENUE,
SUM(Revenue)/(SELECT SUM(Revenue) FROM HHSUMMARY) AS [% REV],
SUM(Revenue)/SUM(AUM) AS [EFFICIENCY %]
FROM HHSUMMARY
here are my results:

Answer 1

Yes, there is a better way. You can define the group in the CTE, and then use the group with GROUP BY:
WITH HHSUMMARY AS (
SELECT B.HouseholdId, SUM(B.Balance) AS AUM,
SUM(B.TradeRevenue + B.TrailRevenue + B.AdvisoryRevenue) AS Revenue,
(CASE WHEN SUM(B.BALANCE) < 25000 THEN '<25000'
WHEN SUM(B.BALANCE) < 50000 THEN '25K-50K'
. . .
END) as [ACCT BALANCE CAT]
FROM BookSegmentation.BookSegmentationDataset B
WHERE B.RepName = 'Rep'
GROUP BY B.HouseholdId
)
SELECT COALESCE([ACCT BALANCE CAT], 'Total'),
COUNT(HouseholdID) AS HH,
CAST(COUNT(HouseholdId) AS DECIMAL(18,2))/(SELECT CAST(COUNT(HouseholdId) AS DECIMAL(18,2)) FROM HHSUMMARY) AS [% HH],
SUM(AUM) AS [HH AUM],
SUM(AUM)/(SELECT SUM(AUM) FROM HHSUMMARY) AS [HH AUM %],
SUM(Revenue) AS REVENUE,
SUM(Revenue)/(SELECT SUM(Revenue) FROM HHSUMMARY) AS [% REV],
SUM(Revenue)/SUM(AUM) AS [EFFICIENCY %]
FROM HHSUMMARY
GROUP BY GROUPING SETS ( ([ACCT BALANCE CAT]), () );
Notice the use of GROUPING SETS to calculate the total. You can also use ROLLUP.