I am having a problem trying to get Nintex to group by and send out an update email to that group.
In short I have a list with two fields, primary contact and who their account is. I want a workflow that will group all the accounts listed to the individual contact and send out an email monthly to that individual for them to if they still cover their accounts… I’m new to Nintex and tried a few things and was not able to get them to group together. Any ideas?
Here is an example of the data:
Customer Account # Sales Rep
Dons Bakery 121 Dave Williams
Dons Bakery 131 Dave Williams
Dons Bakery 140 Dave Williams
Dons Bakery 201 Dave Williams
Spa West 500 Mario Davis
Spa West 501 Mario Davis
Spa West 800 Mario Davis
Spa West 1512 Mario Davis
Spa West 1800 Mario Davis
Spa West 1801 Mario Davis
Spa West 1802 Mario Davis
Spa West 1854 Mario Davis
Spa West 1895 Mario Davis
Spa West 1900 Mario Davis
Spa West 20000 Mario Davis
Atlantic 100 Janet Rogers
Atlantic 150 Janet Rogers
Atlantic 151 Janet Rogers
Atlantic 168 Janet Rogers
Atlantic 175 Janet Rogers
Atlantic 2 Janet Rogers
As you can each account number is unique ( no rhyme or reason to the numbers), and each sales rep only serves one customer. My goal is at the end of month to send out an email to say Fave Williams, and ask him to confirm that those account numbers are still accurate ( they have a tendency to change) and still corresponds to those sales reps.
Figured it out, need to use Query List
Here is a great example:
http://thijsdeschepper.be/?p=854
Related
Hello Everyone I have a problem…
Table 1 (sorted) is laid out like this:
User ID Producer ID Company Number
JWROSE 23401 234
KXPEAR 23903 239
LMWEEM 27902 279
KJMORS 18301 183
Table 2 (unsorted) looks like this:
Client Name City Company Number
Rajat Smith London JWROSE
Robert Singh Cleveland KXPEAR
Alberto Johnson New York City LMWEEM
Betty Lee Dallas KJMORS
Chase Galvez Houston 23401
Hassan Jackson Seattle 23903
Tooti Fruity Boise 27902
Joe Trump Tokyo 18301
Donald Biden Cairo 234
Mike Harris Rome 239
Kamala Pence Moscow 279
Adolf Washington Bangkok 183
Now… Table 1 has all of the User IDs and Producer IDs properly rowed with the Company Number.
I want to pull all the data and correctly sorted….
Client Name City User ID Producer ID Company Number
Rajat Smith London JWROSE 23401 234
Robert Singh Cleveland KXPEAR 23903 239
Alberto Johnson New York City LMWEEM 27902 279
Betty Lee Dallas KJMORS 18301 183
Chase Galvez Houston JWROSE 23401 234
Hassan Jackson Seattle KXPEAR 23903 239
Tooti Fruity Boise LMWEEM 27902 279
Joe Trump Tokyo KJMORS 18301 183
Donald Biden Cairo JWROSE 23401 234
Mike Harris Rome KXPEAR 23903 239
Kamala Pence Moscow LMWEEM 27902 279
Adolf Washington Bangkok KJMORS 18301 183
Query:
Select
b.client_name,
b.city.,
a.user_id,
a.producer_id,
a.company_number
From Table 1 A
Left Join Table 2 B On a.company….
And this is where I don’t know what do to….because both tables have all the same variables, but Company Number in Table 2 is mixed with User IDs and Producer IDs... however we know what company Number those ID's are associated to.
As I mention in the comments, and others do, the real problem is your design. "The fact that UserID is clearly a varchar, while the other 2 columns are an int really does not make this any better", and makes this not simple (and certainly not SARGable).
To get the data in the correct order, as well, you need a column to order it on which the data lacks. I have therefore added a pseudo column, MissingIDColumn, to represent this missing column you need to add to your data; which you can do when you fix the design:
SELECT T2.ClientName,
T2.City,
T1.UserID,
T1.ProducerID,
T1.CompanyNumber
FROM (VALUES('JWROSE',23401,234),
('KXPEAR',23903,239),
('LMWEEM',27902,279),
('KJMORS',18301,183))T1(UserID,ProducerID,CompanyNumber)
JOIN (VALUES(1,'Rajat Smith ','London ','JWROSE'),
(2,'Robert Singh ','Cleveland ','KXPEAR'),
(3,'Alberto Johnson ','New York City','LMWEEM'),
(4,'Betty Lee ','Dallas ','KJMORS'),
(5,'Chase Galvez ','Houston ','23401'),
(6,'Hassan Jackson ','Seattle ','23903'),
(7,'Tooti Fruity ','Boise ','27902'),
(8,'Joe Trump ','Tokyo ','18301'),
(9,'Donald Biden ','Cairo ','234'),
(10,'Mike Harris ','Rome ','239'),
(11,'Kamala Pence ','Moscow ','279'),
(12,'Adolf Washington','Bangkok ','183'))T2(MissingIDColumn,ClientName,City,CompanyNumber) ON T2.CompanyNumber IN (T1.UserID,CONVERT(varchar(6),T1.ProducerID),CONVERT(varchar(6),T1.CompanyNumber))
ORDER BY MissingIDColumn;
I need to generate 10 business reports based on the following tables and I'm having some troubles. I know I do not have enough for 10 reports yet, but I am having troubles starting.
CARE_CENTER
Care Center ID|Care Center Name |Care Center Address |Nurse In Charge
------------------+--------------------------+-----------------------------------+--------------------
11111 |Centers Health Care |4770 White Plains Rd, Bronx, NY |Nurse Johnson
22222 |Bronx Urgent Care |1733 E 174th Street, Bronx, NY |Nurse Robinson
33333 |BronxCare Special Care Center|1265 Fulton Avenue, Bronx, NY |Nurse Jones
44444 |Gold Crest Care Center |2316 Bruner Avenue, Bronx, NY |Nurse Gonzalez
55555 |Regeis Care Center |3200 Baychester Avenue, Bronx, NY |Nurse Waterman
66666 |MedCarePlus |1643 Westchester Avenue, Bronx, NY |Nurse Connor
77777 |ArchCare Senior Center |900 Intervale, Avenue, Bronx, NY |Nurse Rodriguez
88888 |Bronx Center for Rehab |1010 Underhill Avenu, Bronx, NY |Nurse Morales
VISIT_CARE_CENTER
Patient ID|Visit Number|Care Center ID
-------------+-----------------+-----------------
1122 |78945 |11111
2233 |89123 |22222
3344 |91456 |33333
4455 |64981 |44444
5566 |12065 |55555
6677 |98106 |66666
7788 |40169 |77777
8899 |26013 |88888
Volunteer_Assigned_Care_Center
Volunteer ID|Care Center ID
----------------+------------------
12333 |11111
23444 |22222
34555 |33333
45666 |44444
56777 |55555
67888 |66666
78999 |77777
89000 |88888
VOLUNTEER
Volunteer ID|Interest ID
---------------+-------------
12333 |00001
23444 |00002
34555 |00003
45666 |00004
56777 |00005
67888 |00006
78999 |00007
89000 |00008
INTEREST
Interest ID|Interest Description
--------------+--------------------
00001 |Organzing
00002 |Coordinating
00003 |Daily Activites
00004 |Assisting with fundraising
00005 |Planning Special Events
00006 |Feeding Patients
00007 |Cleaning Social Rooms
00008 |Caring for Visitors
I need to generate a report that shows the Care centers and the volunteer relationships.
How would I write the SQL query to generate this report based on the above table structure?
You basically need a join first
Select c.CareCenterID,
c.CareCenterName,
c.CareCenterAddress,
c.NurseInCharge, v.VolunteerID,
i.InterestID, i.InterestDescription
From
CARE_CENTER c
Join
Volunteer_Assigned_Care_Center va
On
c.CareCenterID =va.CareCenterID
Join
VOLUNTEER v
On va.VOLUNTEERId=
v.VOLUNTEERId
Join
Interest i
v.InterestId=i.InterestId
I have a table called frequents that has two columns name and pizzeria. Each name is linked to a pizzeria. Some names are mentioned more than once since they are linked to different pizzerias. I need help writing a query that shows all the pizzerias that have served more than 3 people. Thank you.
Name Pizzareia
Amy Pizza Hut
Ben Pizza Hut
Ben Chicago Pizza
Cal Straw Hat
Cal New York Pizza
Dan Straw Hat
Dan New York Pizza
Eli Straw Hat
Eli Chicago Pizza
Fay Dominos
Fay Little Caesars
Gus Chicago Pizza
Gus Pizza Hut
Hil Dominos
Hil Straw Hat
Hil Pizza Hut
Ian New York Pizza
Ian Straw Hat
Ian Dominos
And the query:
SELECT name, count(pizzeria)
FROM frequency
GROUP BY name
HAVING COUNT(pizzeria) >= 3
The result is supposed to show the pizzeria where its name has come up more than 3 times
I need help writing a query that shows all the pizzerias that have served more than 3 people
You need to GROUP BY pizzeria, not by name:
SELECT pizzeria FROM frequency GROUP BY pizzeria HAVING COUNT(*) >= 3
looking for query help on this. what would be the query for the below results.
List of all apartments that were occupied on March 1, 2015 sorted by complex and apartment number.
ComplexName ApartmentNumber
-----------------------------
Fox Run 101
Fox Run 102
Fox Run 204
Oak Meadows 103
Villa Maria 11
Villa Maria 12
List of all tenants that had a current lease on March 1, 2015 sorted by property and apartment number
Example results:
ComplexName ApartmentNumber GivenName FamilyName
----------------------------------------------------------
Fox Run 101 Shannon McCoy
Fox Run 102 Larry Thomas
Fox Run 204 Mark Patterson
Oak Meadows 103 Jose Ortiz
Villa Maria 11 Cassie Lee
Villa Maria 12 Robert Woodward
Sum of all rent paid in 2015 grouped by property and month
Example results:
ComplexName Month Rent Revenue
--------------------------------------
Fox Run March 1250.00
Oak Meadows March 1500.00
Oak Meadows April 700.00
Villa Maria March 1200.00
Villa Maria April 600.00
What are you table names and column names, it is difficult to give advice without these: For example if your table was called apartments and had a column occupieddate and appartment number
SELECT *
FROM Apartments
WHERE
occupieddate ='03/01/2015'
ORDER BY
Appartment number;
Could be an answer to your first question
I have a SQL table consisting of names, addresses and some associated numerical data paired with a code. The table is structured such that each number-code pair has its own row with redundant address info. abbreviated version below, let's call it tblPeopleData
Name Address ArbitraryCode ArbitraryData
----------------------------------------------------------------------------
John Adams 45 Main St, Rochester NY a 111
John Adams 45 Main St, Rochester NY a 231
John Adams 45 Main St, Rochester NY a 123
John Adams 45 Main St, Rochester NY b 111
John Adams 45 Main St, Rochester NY c 111
John Adams 45 Main St, Rochester NY d 123
John Adams 45 Main St, Rochester NY d 124
Jane McArthur 12 1st Ave, Chicago IL a 111
Jane McArthur 12 1st Ave, Chicago IL a 231
Jane McArthur 12 1st Ave, Chicago IL a 123
Jane McArthur 12 1st Ave, Chicago IL b 111
Jane McArthur 12 1st Ave, Chicago IL c 111
Jane McArthur 12 1st Ave, Chicago IL e 123
Jane McArthur 12 1st Ave, Chicago IL e 124
My problem is that this table is absolutely massive (~10 million rows) and I'm trying to split it up to make traversal less staggeringly sluggish.
What I've done so far is to make a table of just addresses, using something like:
SELECT DISTINCT Address FROM tblPeopleData (etc.)
Leaving me with:
Name Address
------------------------------------------
John Adams 45 Main St, Rochester NY
Jane McArthur 12 1st Ave, Chicago IL
...just a list of addresses. I want to be able to look up each address and see which names reside at that address, so I assigned each address a UniqueID, such that now I have (this table is around ~500,000 rows in my dataset):
Name Address AddressID
--------------------------------------------------------
John Adams 45 Main St, Rochester NY 000001
Jane McArthur 12 1st Ave, Chicago IL 000002
In order to be able to look up people by address though, I need this AddressID field added to tblPeopleData, such that each address in tblPeopleData is associated with its AddressID and this is added to every row, such that I would have:
Name Address ArbitraryCode ArbitraryData AddressID
----------------------------------------------------------------------------------------
John Adams 45 Main St, Rochester NY a 111 00001
John Adams 45 Main St, Rochester NY a 231 00001
John Adams 45 Main St, Rochester NY a 123 00001
John Adams 45 Main St, Rochester NY b 111 00001
John Adams 45 Main St, Rochester NY c 111 00001
John Adams 45 Main St, Rochester NY d 123 00001
John Adams 45 Main St, Rochester NY d 124 00001
Jane McArthur 12 1st Ave, Chicago IL a 111 00002
Jane McArthur 12 1st Ave, Chicago IL a 231 00002
Jane McArthur 12 1st Ave, Chicago IL a 123 00002
Jane McArthur 12 1st Ave, Chicago IL b 111 00002
Jane McArthur 12 1st Ave, Chicago IL c 111 00002
Jane McArthur 12 1st Ave, Chicago IL e 123 00002
Jane McArthur 12 1st Ave, Chicago IL e 124 00002
How do I make this jump from having UniqueIDs for AddressID in my unique addresses table, to adding these all to each row with a corresponding address back in my tbPeopleData?
Just backfill the calculated AddressID back to tblPeopleData - you can combine an UPDATE with a FROM (like you would do in a select)
UPDATE tblPeopleData
SET AddressID = a.AddressID
FROM tblPeopleData pd
INNER JOIN tblAddressData a
ON pd.Address = a.Address
You would alter the table to have the address id:
alter table tblPeopleData add AddressId int references Address(AddressId);
Then you can update the value using a JOIN:
update tblPeopleData pd JOIN
Address a
ON pd.Address = a.Address
pd.AddressId = a.AddressId;
You will definitely want an index on Address(Address) for this.
Then, you can drop the old column:
alter table drop column Address;
Note:
It might be faster to save the results in a temporary table, because the update is going to generate lots and lots of log records. For this, truncate the original table, and re-load the data:
SELECT . . . , a.AddressId
INTO tmp_tblPeopleData
FROM tblPeopleData pd JOIN
Address a
ON pd.Address = a.Address;
TRUNCATE TABLE tblPeopleData;
INSERT INTO tblPeopleData( . . .)
SELECT . . .
FROM tmp_tblPeopleData;