I am trying to Write a View for some reporting in our CRM program and I'm having trouble with the counts. We are trying to count the number of referrals based on certain criteria. I feel like the way I wrote the view is incorrect. I am trying to use a CASE statement to make sure it counts the values that I want, but I the numbers I am getting I am not able to validate with reverse engineering.
Did I structure the CASE statement correctly?
(Note: I do realize that client is misspelled, unfortunately whoever wrote the database before I got it had some spelling issues.)
This is what I have written so far:
SELECT Comp_Name, Count(Case WHEN comp_primaryreferralsource IS NOT NULL and Comp_type = 'Client' Then 1
ELSE NULL END) AS Client_Referrals,
Count(Case WHEN lead_companyprimaryreferralsource IS NOT NULL Then 1 Else Null End) AS Target_Referrals,
Count(Case WHEN comp_primaryreferralsource IS NOT NULL and Comp_type = 'Prospect' Then 1 Else Null End) As Prospective_Client_Referral,
Count(Case WHEN comp_primaryreferralsource IS NOT NULL and Comp_type = 'Lost_Clent' Then 1 Else Null End) AS Lost_Client_Referral,
Count(Case WHEN mcgr_companyid IS NOT NULL Then 1 Else NULL END) AS Intro_By_MCG
FROM Company
RIGHT JOIN Lead on Lead_PrimaryCompanyID = Comp_CompanyId
RIGHT JOIN MCGRelationships on mcgr_companyid = Comp_CompanyId
WHERE COMP_Name IS NOT NULL
Group By Comp_Name
Here is a Sample of What i'm getting:
Client1 0 0 0 0 1
Client2 0 0 0 0 2
Client3 0 0 0 0 1
Client4 0 0 0 0 1
Client5 0 0 0 0 2
Client6 0 0 0 0 2
Client7 0 0 4 0 4
Client8 0 0 0 0 2
Client9 0 2 2 0 2
Client10 12 6 0 0 12
Client11 0 0 0 0 2
When I just run a query on the table where Client 10 is the Primary Referral source, I get nothing. So I can't account for those 12 instances.
I think your problem may be in the join to MCGRelationships, if each company record can have more than one relationship record. If I'm following you correctly, you want Intro_By_MCG to be 1 if that record exists in MCGRelationships, regardless of the number of times it appears there. By joining the table, your query would be counting a lead once for each MCGRelationship associated with the company the lead comes from. Try this and let us know if the result is different:
SELECT Comp_Name, Count(Case WHEN comp_primaryreferralsource IS NOT NULL and Comp_type = 'Client' Then 1
ELSE NULL END) AS Client_Referrals,
Count(Case WHEN lead_companyprimaryreferralsource IS NOT NULL Then 1 Else Null End) AS Target_Referrals,
Count(Case WHEN comp_primaryreferralsource IS NOT NULL and Comp_type = 'Prospect' Then 1 Else Null End) As Prospective_Client_Referral,
Count(Case WHEN comp_primaryreferralsource IS NOT NULL and Comp_type = 'Lost_Clent' Then 1 Else Null End) AS Lost_Client_Referral,
Count(Case WHEN EXISTS (Select Comp_CompanyId FROM MCGRelationships WHERE mcgr_companyid = Comp_CompanyId) Then 1 Else NULL END) AS Intro_By_MCG
FROM Company
RIGHT JOIN Lead on Lead_PrimaryCompanyID = Comp_CompanyId
WHERE COMP_Name IS NOT NULL
Group By Comp_Name
Related
Here's my sample input of match results from a tournament and the result column indicates whether team 1 or team 2 won the game (0 stands for a draw).
score table -
-----------------
t1 t2 result
-----------------
us aus 1
aus sa 2
sa us 0
us nz 1
Desired output -
---------------------------------
team played won lost draw
---------------------------------
aus 2 0 2 0
us 3 2 0 1
nz 1 0 1 0
sa 2 1 0 1
Here's my solution that I came up with, but Is it possible to solve it without using a UNION operator?
select
t1 as team,
count(1) as played,
sum(case when result=1 then 1 else 0 end) as won,
sum(case when result=2 then 1 else 0 end) as lost,
sum(case when result=0 then 1 else 0 end) as draw
from
(select
t1,
t2,
result
from score
union
select
t2,
t1,
case when result=1 then 2
when result=2 then 1
else 0 end as result
from score
) t
group by t.t1
You could UNPIVOT your data via a CROSS APPLY and then perform the aggregation on the results
Example
Select Team
,played = count(1)
,won = sum(case when Val=1 then 1 else 0 end)
,lost = sum(case when Val=2 then 1 else 0 end)
,draw = sum(case when Val=0 then 1 else 0 end)
From score A
Cross Apply ( values (T1,Result )
,(T2,case when result=1 then 2 when result=2 then 1 else 0 end)
) B(Team,Val)
Group By Team
Results
team played won lost draw
aus 2 0 2 0
nz 1 0 1 0
sa 2 1 0 1
us 3 2 0 1
I'm trying to group a list of services together along with the number of applicants in each service, but I also need a count on the status each applicant is in.
Applicants table
serviceID clientID applicantID status
----------------------------------------------------
1 41 1 1 (Processing)
1 41 16 1 (Processing)
1 41 15 2 (Ready)
2 41 12 1 (Processing)
2 41 18 3 (Complete)
Service table:
serviceID serviceName
--------------------------
1 Full Service
2 Part Service
Results need to look like:
serviceName totalApplicants processingCount readyCount completeCount
---------------------------------------------------------------------------
Full Service 3 2 1 0
Part Service 2 1 0 1
I've got the following, but it's returning the same count in each of the columns:-
SELECT
Services.serviceName,
(COUNT(Applicants.applicantID)) AS totalApplicants,
ISNULL(SUM(CASE WHEN Applicants.status = 1 THEN 1 ELSE 0 END), 0) AS processingCount,
ISNULL(SUM(CASE WHEN Applicants.status = 2 THEN 1 ELSE 0 END), 0) AS readyCount,
ISNULL(SUM(CASE WHEN Applicants.status = 3 THEN 1 ELSE 0 END), 0) AS completeCount
FROM
Applicants
LEFT JOIN
Services ON Applicants.serviceID = Services.serviceID
WHERE
Applicants.clientID = #CompanyID
GROUP BY
Services.serviceName
You can do conditional aggregation:
select
s.serviceName,
count(s.serviceID) totalApplicants,
sum(case when status = 1 then 1 else 0 end) processingCount,
sum(case when status = 2 then 1 else 0 end) readyCount,
sum(case when status = 3 then 1 else 0 end) completeCount
from service s
left join applicants a on a.serviceID = s.serviceID AND a.clientID = #CompanyID
group by s.serviceID, s.serviceName
The conditional expression use standard case expression; depending on the database that you are actually using, neater alternatives may exists.
Your query should be fine, but it can be simplified to:
SELECT s.serviceName,
COUNT(a.AppicantId) AS totalApplicants,
SUM(CASE WHEN a.status = 1 THEN 1 ELSE 0 END) AS processingCount,
SUM(CASE WHEN a.status = 2 THEN 1 ELSE 0 END) AS readyCount,
SUM(CASE WHEN a.status = 3 THEN 1 ELSE 0 END) AS completeCount
FROM Services s LEFT JOIN
Applicants a
ON a.serviceID = s.serviceID AND
a.clientID = #CompanyID
GROUP BY s.serviceName ;
Notes:
It looks like you want a row for every service, so that should be the first table in the LEFT JOIN.
Hence the filtering on the company goes into the ON clause.
Table aliases make the query easier to write and to read.
No ISNULL() is needed (and I prefer COALESCE() over ISNULL()).
I am querying an ODBC through EXCEL and i have managed to get my statement to a certain stage but i am looking to take it a step further. This is because i found that if it is approved it is also considered as pending. So i put together the below statement but it keeps kicking back. Is there a better way i should be nesting this SUM CAST CASE WHEN statement as i will need to repeat this again but instead of doing a count up i will be looking to SUM the revenue which i currently only have in one big bucket.
SELECT
Company_0.CoaCompanyName
, SUM(CASE WHEN CAST( InvoiceCreditItem_0.IciInvoiceApproved as INT) IS 1 THEN 1) AS 'Approved'
ELSE SUM(CASE WHEN InvoiceCreditItem_0.InvoiceCreditID IS NULL THEN 1 ) AS 'Prepared'
ELSE SUM(CASE WHEN InvoiceCreditItem_0.InvoiceCreditID IS NOT NULL THEN 1 END) AS 'Pending'
, InvoiceCreditItem_0.IciCreatedDate
, SUM(InvoiceCreditItem_0.IciTotalNettValue) As 'Total Nett Value'
, SUM(InvoiceCreditItem_0.IciVatValue) AS 'VAT Value'
FROM
SBS.PUB.Company Company_0
, SBS.PUB.InvoiceCreditItem InvoiceCreditItem_0
WHERE
InvoiceCreditItem_0.CompanyID = Company_0.CompanyID
AND (Company_0.CoaCompanyName<>'ATOS')
AND InvoiceCreditItem_0.IciCreatedDate >= ?
GROUP BY
Company_0.CoaCompanyName
, InvoiceCreditItem_0.IciCreatedDate
What i currently see is:
Approved Prepared Pending
1 0 1
1 0 3
0 1 0
1 1 0
What i want to see
Approved Prepared Pending
1 0 0
1 0 2
0 1 0
1 1 0
The next stage i am looking at doing is:
CASE WHEN InvoiceCreditItem_0.InvoiceCreditID IS NULL THEN SUM(InvoiceCreditItem_0.IciTotalNettValue) END) AS 'Prepared Value'
Which i expect to show:
Approved Prepared Pending
0 1000 0
I have table like this
ID Specified TIN
-----------------
1 0 tin1
2 0 tin1
3 1 tin1
4 0 tin2
5 0 tin3
6 1 tin3
7 1 tin3
I need to count rows groupped by TIN, Specified columns - but result should one row for each TIN:
TIN ZEROSpecified NOTZEROSpecified
tin1 2 1
tin2 0 1
tin3 1 2
Important notice - i have only 2 values for Specified column - 0 and 1
SELECT TIN,
SUM(case when Specified=0 then 1 else 0 end) as ZeroSpecified,
SUM(case when Specified<>0 then 1 else 0 end) as NOTZEROSpecified
FROM table
GROUP BY TIN
Pretty Simple;
SELECT
TIN
,SUM(CASE WHEN Specified = 0 THEN 1 ELSE 0 END) ZEROSpecified
,SUM(CASE WHEN Specified <> 0 THEN 1 ELSE 0 END) NotZEROSpecified
FROM TableName
GROUP BY TIN
I have following table:
Employee ID Employee Status Date of Termination
1 A NULL
2 A NULL
3 I 1/1/2016
4 I 12/15/2016
5 I 1/1/2016
I would like to report on the following:
Number of current active employees - 2
Number of inactive employees - 3
Number of employees terminated in last one month - 2
This is the piece of code I used:
select
case when employee_status='A' then count(employee_id) else '' end,
case when employee_status='I' then count(employee_id) else '' end,
case when employee_status='I'
then
(select count(employee_id)
from employee
where date_of_termination between '1/1/2016' and '2/1/2016')
else '' end
from employee
My result set is:
Active | Inactive | Inactive_last_month
2 | 0 | 0
0 | 3 | 2
I would like to achieve the following:
Active | Inactive | Inactive_last_month
2 | 3 | 2
Any recommendations will be appreciated.
You need to SUM up the number of rows that match each criteria:
SELECT
SUM(CASE WHEN date_of_termination IS NULL THEN 1 ELSE 0 END) AS active,
SUM(CASE WHEN date_of_termination IS NOT NULL THEN 1 ELSE 0 END) AS inactive,
SUM(CASE WHEN date_of_termination BETWEEN '20160101' AND '20160201' THEN 1 ELSE 0 END) AS inactive_last_month
FROM
Employee
I've ignored the employee_status column with the assumption that the date is sufficient to determine whether or not the employee is active/inactive - in which case that column probably shouldn't even exist in the table since it's duplicating data.
This should be possible to simplify it using SUM :
select
sum(case when employee_status='A' then 1 else 0 end) as active,
sum(case when employee_status='I' then 1 else 0 end) as inactive,
sum(case when employee_status='I' and date_of_termination between '1/1/2016' and '2/1/2016' then 1 else 0 end) as inactive_last_month
from employee
I woudl wrap the case satements in sum() function and also modify the ELSE part of the CASE Statement to be 0.
so it will look like something like this:
select
SUM(case when employee_status='A' then count(employee_id) else 0 end) AS Active,
SUM(case when employee_status='I' then count(employee_id) else 0 end) AS Inactive,
SUM(case when employee_status='I'
then
(select count(employee_id)
from employee
where date_of_termination between '1/1/2016' and '2/1/2016')
else 0 end) AS Inactive_last_month
from employee