SQL group join table - sql

Hi I want to display out the record in the format as below. How to I display the format as below ?
Branch Total Payment Total Discount Total Net Payment
A 10,000 2,000 8,000
B 29,190 1,540 27,656
Here are my query for the above. Please help me. Thanks.
SELECT TranID, ProjCode,
CASE WHEN IsActive='N' THEN 'Cancellation' ELSE PaymentType END As PaymentType,
CASE WHEN PaymentType='Withdrawal' THEN 0 ELSE (CASE WHEN IsActive='N' THEN 0 ELSE Sale END) END As Sale ,
CASE WHEN PaymentType='Withdrawal' THEN 0 ELSE (CASE WHEN IsActive='N' THEN 0 ELSE Sale_Before_CutOff END) END As Sale_Before_CutOff ,
CASE WHEN PaymentType='Withdrawal' THEN 0 ELSE (CASE WHEN IsActive='N' THEN 0 ELSE Net END) END As Net ,
CASE WHEN PaymentType='Withdrawal' THEN 0 ELSE (CASE WHEN IsActive='N' THEN 0 ELSE Net_Before_CutOff END) END As Net_Before_CutOff ,
CASE WHEN PaymentType='Withdrawal' THEN Net ELSE 0 END As Withdrawal,
CASE WHEN PaymentType='Withdrawal' THEN Net_Before_CutOff ELSE 0 END As Withdrawal_Before_CutOff,
CASE WHEN IsActive='N' THEN Net ELSE 0 END As Cancellation,
CASE WHEN IsActive='N' THEN Net_Before_CutOff ELSE 0 END As Cancellation_Before_CutOff,
CASE WHEN IsActive='N' THEN 0 ELSE Discount END As Discount,
CASE WHEN IsActive='N' THEN 0 ELSE Discount_Before_CutOff END As Discount_Before_CutOff, AdditionalCommission,AdditionalCommission_Before_CutOff, Remark, UserStamp, BusinessDay,
TranDate, BranchID, StaffCode, IsActive,Quantity
FROM
(SELECT c.INTERNAL_TRAN_NUM AS TranID, c.PROJECT_CODE AS ProjCode, c.PAYMENT_TYPE AS PaymentType,d.QUANTITY As Quantity,
CASE WHEN DATEPART(hh,c.TRAN_DATE) > DATEPART(hh, f.CUT_OFF_TIME) THEN c.TOTAL_PAYMENT ELSE 0 END AS Sale,
CASE WHEN DATEPART(hh, c.TRAN_DATE)<= DATEPART(hh, f.CUT_OFF_TIME) THEN c.TOTAL_PAYMENT ELSE 0 END AS Sale_Before_CutOff,
CASE WHEN DATEPART(hh, c.TRAN_DATE)> DATEPART(hh, f.CUT_OFF_TIME) THEN c.NET_PAYMENT ELSE 0 END AS Net,
CASE WHEN DATEPART(hh, c.TRAN_DATE) <= DATEPART(hh,f.CUT_OFF_TIME) THEN c.NET_PAYMENT ELSE 0 END AS Net_Before_CutOff,
CASE WHEN DATEPART(hh, c.TRAN_DATE) > DATEPART(hh,f.CUT_OFF_TIME) THEN c.DISCOUNT_AMOUNT ELSE 0 END AS Discount,
CASE WHEN DATEPART(hh, c.TRAN_DATE) <= DATEPART(hh,f.CUT_OFF_TIME) THEN c.DISCOUNT_AMOUNT ELSE 0 END AS Discount_Before_CutOff,
CASE WHEN DATEPART(hh, c.TRAN_DATE) > DATEPART(hh, f.CUT_OFF_TIME) THEN d.USER_DEF8 ELSE 0 END As AdditionalCommission,
CASE WHEN DATEPART(hh, c.TRAN_DATE) <= DATEPART(hh, f.CUT_OFF_TIME) THEN d.USER_DEF8 ELSE 0 END As AdditionalCommission_Before_CutOff,
c.REMARKS AS Remark, c.USER_STAMP AS UserStamp,CAST(DATEADD(hh, - DATEPART(hh, f.CUT_OFF_TIME), c.TRAN_DATE) AS DATE) AS BusinessDay,
c.TRAN_DATE AS TranDate, e.BRANCH_ID AS BranchID, d.STAFF_CODE AS StaffCode, c.ISACTIVE AS IsActive
FROM SC_TRAN_HEADER AS c
INNER JOIN SC_TRAN_DETAIL AS d ON d.INTERNAL_TRAN_NUM = c.INTERNAL_TRAN_NUM
INNER JOIN SC_BRANCH AS e ON c.BRANCH_NUM = e.INTERNAL_NUM
INNER JOIN SC_COMMISSION AS f ON f.BRANCH_NUM = c.BRANCH_NUM) AS TMP

The best that I can come up with, based on the information in your question, is:
with cte as (<your query here>)
select branchid, sum(sale) as payment, sum(discount) as discount,
sum(sale) - sum(discount)
from cte
group by branchid;
If this is not correct, then edit your question to provide more information to help resolve your question.

FIRST, I would try to simplify the readability of this query from all the case/when conditions. First, you do case/when in your preliminary query on repeated tests to get before and after cut-off period, then others you do based on withdrawal or NOT withdrawal and yet again for Active vs Not Active.
Simple math multipliers... consider your query segment... your inner query to get the values of Sale and Sale_Before_CutOff.
CASE WHEN DATEPART(hh,c.TRAN_DATE) > DATEPART(hh, f.CUT_OFF_TIME) THEN c.TOTAL_PAYMENT ELSE 0 END AS Sale,
CASE WHEN DATEPART(hh, c.TRAN_DATE)<= DATEPART(hh, f.CUT_OFF_TIME) THEN c.TOTAL_PAYMENT ELSE 0 END AS Sale_Before_CutOff,
Both test the date part for the cutoff time, and the answer can be Before, or After, never both. You do the same tests for Net, Net_Before_Cutoff, Withdrawal, Withdrawal_Before_Cutoff.
CASE WHEN PaymentType='Withdrawal' THEN 0 ELSE (CASE WHEN IsActive='N' THEN 0 ELSE Net END) END As Net ,
CASE WHEN PaymentType='Withdrawal' THEN 0 ELSE (CASE WHEN IsActive='N' THEN 0 ELSE Net_Before_CutOff END) END As Net_Before_CutOff ,
CASE WHEN PaymentType='Withdrawal' THEN Net ELSE 0 END As Withdrawal,
CASE WHEN PaymentType='Withdrawal' THEN Net_Before_CutOff ELSE 0 END As Withdrawal_Before_CutOff,
THEN, in your main part of the query, you are applying yet again a nested case/when(case/when)
CASE WHEN PaymentType='Withdrawal' THEN 0 ELSE (CASE WHEN IsActive='N' THEN 0 ELSE Sale END) END As Sale ,
CASE WHEN PaymentType='Withdrawal' THEN 0 ELSE (CASE WHEN IsActive='N' THEN 0 ELSE Sale_Before_CutOff END) END As Sale_Before_CutOff ,
CASE WHEN PaymentType='Withdrawal' THEN 0 ELSE (CASE WHEN IsActive='N' THEN 0 ELSE Net END) END As Net ,
CASE WHEN PaymentType='Withdrawal' THEN 0 ELSE (CASE WHEN IsActive='N' THEN 0 ELSE Net_Before_CutOff END) END As Net_Before_CutOff ,
CASE WHEN PaymentType='Withdrawal' THEN Net ELSE 0 END As Withdrawal,
CASE WHEN PaymentType='Withdrawal' THEN Net_Before_CutOff ELSE 0 END As Withdrawal_Before_CutOff,
What I would do, is from your subquery qualifying records, I would get the raw amount columns and 6 flags to act as multiplers.
SELECT ...
c.TOTAL_PAYMENT,
c.Net_Payment,
c.Discount_Amount,
CASE WHEN DATEPART(hh,c.TRAN_DATE) > DATEPART(hh, f.CUT_OFF_TIME)
THEN 1 ELSE 0 END as AfterMult,
CASE WHEN DATEPART(hh,c.TRAN_DATE) > DATEPART(hh, f.CUT_OFF_TIME)
THEN 0 ELSE 1 END as BeforeMult,
CASE WHEN c.PaymentType='Withdrawal'
THEN 1 ELSE 0 END as WithdrawalMult,
CASE WHEN c.PaymentType='Withdrawal'
THEN 0 ELSE 1 END as NotAWithdrawalMult,
CASE WHEN c.IsActive='N'
THEN 1 ELSE 0 END As NotActiveMult,
CASE WHEN c.IsActive='N'
THEN 0 ELSE 1 END As ActiveMult, ...
Notice, the same condition is applied to both parts, only the THEN/ELSE swaps the multiplier from a 1 to 0 respectively to what it should represent. So, for any given record, example result would be
Total_Payment Net_Payment Discount_Amount AfterMult BeforeMult WithdrawalMult NotAWithdrawalMult NotActiveMult ActiveMult
100 86 14 1 0 1 0 0 1
200 170 30 0 1 0 1 1 0
Now, simple thoughts... if you want to know how much total payments were before a cutoff and were NOT withdrawls, in your upper query it would be
Total_Payment * BeforeMult * NotAWithdrawal = TotalPayments_BeforeCutoff
vs payments AFTER cutoff
Total_Payment * AfterMult * NotAWithdrawal = TotalPayments_BeforeCutoff
Similar consideration for your Active vs Not active. Use that multiplier, no sense in doing nested cases when you already have determined its status when pulling the records. Lets take a look at your "Sale" column... The inner query getting the record is using the "Total_Payment" field
CASE WHEN DATEPART(hh,c.TRAN_DATE) > DATEPART(hh, f.CUT_OFF_TIME) THEN c.TOTAL_PAYMENT ELSE 0 END AS Sale,
then in the upper is a nested case/when.
CASE WHEN PaymentType='Withdrawal' THEN 0 ELSE (CASE WHEN IsActive='N' THEN 0 ELSE Sale END) END As Sale ,
The only time you care about the sale amount is when it is AFTER the cutoff, is NOT a withdrawal and when it IS Active, so just multiply those flags
Total_Payment * AfterMult * NotAWithdrawalMult * ActiveMult as Sale
Total_Payment * BeforeMult * NotAWithdrawalMult * ActiveMult as Sale_Before_Cutoff
Finally, you have so many other columns in the table being pulled and not used, why keep them. And for what you are trying to get the SUM() of, its going to be much easier to read it something like
SUM( Total_Payment * AfterMult * NotAWithdrawalMult * ActiveMult ) as TotalSale
SUM( Total_Payment * BeforeMult * NotAWithdrawalMult * ActiveMult ) as TotalSale_Before_Cutoff
All that being said, I offer you this... please confirm context, but should make sense from above. Also, note, the last 3 column I added were the final total you are probably looking for where the summation did not care as to before or after the time cutoff... just the fact it was a valid payment/discount/net, was Active, and on two of them was NOT a withdrawal... Seeing this, you would need to confirm its accuracy. The first 6 summations show based on respective after cutoff (no column name suffix) vs BEFORE the cutoff (column name HAS the suffix)
SELECT
PQ.Branch_Name, <-- CONFIRM COLUMN FROM PreQuery (PQ alias)
SUM( PQ.Total_Payment * PQ.AfterMult * PQ.NotAWithdrawalMult * PQ.ActiveMult ) as TotalSale,
SUM( PQ.Total_Payment * PQ.BeforeMult * PQ.NotAWithdrawalMult * PQ.ActiveMult ) as TotalSale_BeforeCutoff,
SUM( PQ.Discount_Amount * PQ.AfterMult * PQ.ActiveMult ) as TotalDiscount,
SUM( PQ.Discount_Amount * PQ.BeforeMult * PQ.ActiveMult ) as TotalDiscount_BeforeCutoff,
SUM( PQ.Net_Payment * PQ.AfterMult * PQ.NotAWithdrawalMult * PQ.ActiveMult ) as Net,
SUM( PQ.Net_Payment * PQ.BeforeMult * PQ.NotAWithdrawalMult * PQ.ActiveMult ) as Net_BeforeCutoff,
SUM( PQ.Total_Payment * PQ.NotAWithdrawalMult * PQ.ActiveMult ) as TotalSaleAll,
SUM( PQ.Discount_Amount * PQ.ActiveMult ) as TotalDiscountAll,
SUM( PQ.Net_Payment * PQ.NotAWithdrawalMult * PQ.ActiveMult ) as NetAll
from
( select
e.Branch_Name, <-- GUESSING ON THIS COLUMN FOR ACTUAL BRANCH
c.Total_Payment,
c.Net_Payment,
c.Discount_Amount,
CASE WHEN DATEPART(hh,c.TRAN_DATE) > DATEPART(hh, f.CUT_OFF_TIME)
THEN 1 ELSE 0 END as AfterMult,
CASE WHEN DATEPART(hh,c.TRAN_DATE) > DATEPART(hh, f.CUT_OFF_TIME)
THEN 0 ELSE 1 END as BeforeMult,
CASE WHEN c.PaymentType='Withdrawal'
THEN 1 ELSE 0 END as WithdrawalMult,
CASE WHEN c.PaymentType='Withdrawal'
THEN 0 ELSE 1 END as NotAWithdrawalMult,
CASE WHEN c.IsActive='N'
THEN 1 ELSE 0 END As NotActiveMult,
CASE WHEN c.IsActive='N'
THEN 0 ELSE 1 END As ActiveMult
FROM
SC_TRAN_HEADER AS c
INNER JOIN SC_TRAN_DETAIL AS d
ON c.INTERNAL_TRAN_NUM = d.INTERNAL_TRAN_NUM
INNER JOIN SC_BRANCH AS e
ON c.BRANCH_NUM = e.INTERNAL_NUM
INNER JOIN SC_COMMISSION AS f
ON c.BRANCH_NUM = f.BRANCH_NUM ) AS PQ
group by
PQ.Branch_Name <-- AGAIN, confirm column name here

Related

How to fix ORA-00905 missing keyword with case expression

I have problem with case in the line I marked it below.
I need it to be shown like
debits | credits | total debits | total credits
The SQL query is:
SELECT cv_amount,
case when cv_amount > 0 then cv_amount else 0 end as debits,
case when cv_amount < 0 then cv_amount*-1 else 0 end as credits,
sum(case when cv_amount > 0 then cv_amount else 0)--- ERROR SHOWEN HERE--- end as d,
sum(case when cv_amount < 0 then cv_amount*-1 else 0) end as c
FROM dof
where currency_code = 368
AND to_DATE('05/05/19', 'DD/MM/YY') and to_DATE('05/05/19', 'DD/MM/YY')
group by cv_amount
There is a syntax error in the following two lines
sum(case when cv_amount > 0 then cv_amount else 0) end as d,
sum(case when cv_amount < 0 then cv_amount*-1 else 0) end as c
the end should be with in the parentheses, so the query wil be:
sum(case when cv_amount > 0 then cv_amount else 0 end) as d,
sum(case when cv_amount < 0 then cv_amount*-1 else 0 end) as c
You don't really need case for this:
select cv_amount,
greatest(cv_amount, 0) as debits,
abs(least(cv_amount, 0)) as credits,
sum(greatest(cv_amount, 0)) as d,
sum(abs(least(cv_amount, 0))) as c
from dof
where currency_code = 368 and
<something goes here> = date '2019-05-05'
group by cv_amount;
The bigger issues are that the where clause doesn't make sense. And the aggregation by cv_amount doesn't really make sense.

SQL Query using calculation in SELECT not working

the purpose of this query is to take the percentage of late orders to total number of orders. So the calculation part of this query is only pulling back zeros. Everything else works. I commented the part below that is pulling back zeros. What am I doing wrong?
SELECT
case LM.DState
WHEN 'OH' THEN 'OH Order'
WHEN 'NC' THEN 'NC Order'
WHEN 'TX' THEN 'TX Order'
WHEN 'WA' THEN 'WA order'
Else 'Other'
End as 'OrderType',
count(LM.OrderID) as 'Vol',
sum(case
WHEN datediff(day, S.Appt, S.Arrived) > 0 THEN 1
else 0
END) as 'TotalLates',
--PART THAT IS ONLY PULLING ZEROS, SHOULD BE NON-ZERO
CAST (
sum(case WHEN datediff(day, S.Appt, S.Arrived) > 0 THEN 1 else 0 END)
/ count(LM.OrderID)
as decimal(5,2)
) *100 as 'OTD%'
FROM ((Customers.dbo.CusOrders as LM WITH (NOLOCK) inner join
Customers.dbo.CusLocations as S WITH (NOLOCK) on LM.OrderID = S.OrderID) inner join
Customers.dbo.Loads as L with (NOLOCK) on LM.OrderID = L.OrderID)
WHERE LM.CusCode = 'Domestic'
GROUP BY case LM.DState
WHEN 'OH' THEN 'OH Order'
WHEN 'NC' THEN 'NC Order'
WHEN 'TX' THEN 'TX Order'
WHEN 'WA' THEN 'WA Order
Else 'Other'
End
It's due to rounding that occurs with integer division, since you're calculating a percentage the value is always below 1, and that gets rounded to 0, you can fix this by multiplying the numerator by 1.0:
CAST (
sum(case WHEN datediff(day, S.Appt, S.Arrived) > 0 THEN 1 else 0 END)*1.0
/ count(LM.OrderID)
as decimal(5,2)
) *100 as 'OTD%'
For example:
SELECT 5/7
--0
SELECT 5.0/7
--0.714285

Counting specific cells in SQL Server

I have a table like this:
The RP Type column specifies the type of rate plan which can be (low, high, normal)
I want to create a view in which I can see number of each subscribers' which can be high, normal, low.
It should be like this I guess:
Create view t as
select
SubID,
Count(something) as NumeOfHIGH,
Count(Something) as NumOfLOW,
Count(Something) as NumOfNormal
Group by SubID
I might be wrong..Thank you
You can form your query in the following way:
SELECT SubID,
SUM (
CASE
WHEN RP_Type='High' THEN 1
ELSE 0 END
) AS NumOfHigh,
SUM (
CASE
WHEN RP_Type='Low' THEN 1
ELSE 0 END
) AS NumOfLow,
SUM (
CASE
WHEN RP_Type='Normal' THEN 1
ELSE 0 END
) AS NumOfNormal
FROM
<table_name>
Group by SubID
If there are multiple RP_Type in each of High, Low and Normal Category, you can include each type with WHEN in respective category.
For more information and reference: Conditional Processing using CASE
i tried this :
select SubscriberID
,COUNT(*) AS NumOfPlans
,SUM([SP active days]) as ActiveDays
,SUM(Case when [RP Type]='low' then 1 else 0 end ) as #LowPlan
,SUM(Case when [RP Type]='high' then 1 else 0 end ) as #NormalPlan
,SUM(Case when [RP Type]='high' then 1 else 0 end ) as #HighPlan
,SUM(Case when [RP Type]='promotion' then 1 else 0 end ) as #PromotionsPlan
,SUM(Case when [RP Type]='portal' then 1 else 0 end ) as #PortablePlan
,SUM(Case when [RP Type]='newyear' then 1 else 0 end ) as #NewYearPlan
,SUM(Case when [RP Type]='hamaval1' then 1 else 0 end ) as #HamrahAval1Plan
,SUM(Case when [RP Type]='hamaval2' then 1 else 0 end ) as #HamrahAval2Plan
,SUM(Case when [RP Type]='samsung' then 1 else 0 end ) as #SamsungPlan
,SUM(Case when [RP Type]='DEMO' then 1 else 0 end ) as #DemoPlan
,SUM(Case when [RP Type]IS null then 1 else 0 end ) as #NuLL
,SUM([Extra Quota]) as SumGIG
from [Cus Consumption].[dbo].CustData
where [Expiry Date]<= '2014 - 01 - 15'
group by [SubscriberID]
The ironic thing is that i does not return a correct answer..I don't know why #Rohit Aggrawal
is this helpful?
Create view t as
select From [tableName]
[Rp Type],count(*) as NumberOfSubscribers
Group by [Rp Type]
This gives you Number of subscribers in each type, and type
Hope this helpful

Count, Having and Case statement

I'm looking to produce a count of projects based on 3 different conditions (DB2 database). I need to count all projects <= .10, >= .5, and >= 1.00 (percentage_used) but can only group by dim_building_id and building_name. Of course this query will not run because it requires percentage_used to be added to the group by. How do I handle those 3 conditions with percentage_used?
SELECT
SUM(CAST(FTS.GROUP_A AS BIGINT)) AS GROUP_A,
SUM(CAST(FTS.GROUP_B AS BIGINT)) AS GROUP_B,
SUM(CAST(FTS.GROUP_C AS BIGINT)) AS GROUP_C,
CASE WHEN FAT.PERCENTAGE_USED <= '0.10'
THEN COUNT(*)
END AS PROJECTS_L10,
CASE WHEN FAT.PERCENTAGE_USED >= '0.50'
THEN COUNT(*)
END AS PROJECTS_G50,
CASE WHEN FAT.PERCENTAGE_USED >= '1.00'
THEN COUNT(*)
END AS PROJECTS_G100,
DAYS(DATE('2014-07-01')) - DAYS(CURRENT DATE) AS DAYS_LEFT,
(DAYS(DATE('2014-07-01')) - DAYS(CURRENT DATE))/7 AS WEEKS_LEFT,
DAYS(DATE('2013-12-31')) - DAYS(CURRENT DATE) AS DAYS_LEFT_YEAR
FROM FACT_TABLE AS FAT
INNER JOIN GROUPS AS FTS ON FAT.DIM_PROJECT_ID = FTS.DIM_PROJECT_ID
GROUP BY FAT.DIM_BUILDING_ID, FAT.BUILDING_NAME;
I'd do something like this:
select bn.building_name ,
t.*
from ( select fat.building_id ,
sum( case when fat.percentage_used <= 0.10 then 1 else 0 end ) as group_a ,
sum( case when fat.percentage_used > 0.10 and fat.percentage_used < 0.50 then 1 else 0 end ) as group_b ,
sum( case when fat.percentage_used >= 0.50 and fat.percentage_used < 1.00 then 1 else 0 end ) as group_c ,
sum( case when fat.percentage_used >= 1.00 then 1 else 0 end ) as group_d ,
sum( case when fat.percentage_used is null then 1 else 0 end ) as group_e
from fact_table fat
join groups fts on tfs.dim_project_id = fat.dim_project_id
group by fat.building_id
) t
join fact_table bn on bn.building_id = t.building_id
Instead of putting the aggregate as the THEN, wrap the CASE statement in an aggregate:
SELECT
SUM(CAST(FTS.GROUP_A AS BIGINT)) AS GROUP_A,
SUM(CAST(FTS.GROUP_B AS BIGINT)) AS GROUP_B,
SUM(CAST(FTS.GROUP_C AS BIGINT)) AS GROUP_C,
SUM(CASE WHEN FAT.PERCENTAGE_USED <= '0.10' THEN 1 ELSE 0 END) AS PROJECTS_L10,
SUM(CASE WHEN FAT.PERCENTAGE_USED >= '0.50' THEN 1 ELSE 0 END) AS PROJECTS_G50,
SUM(CASE WHEN FAT.PERCENTAGE_USED >= '1.00' THEN 1 ELSE 0 END) AS PROJECTS_G100,
DAYS(DATE('2014-07-01')) - DAYS(CURRENT DATE) AS DAYS_LEFT,
(DAYS(DATE('2014-07-01')) - DAYS(CURRENT DATE))/7 AS WEEKS_LEFT,
DAYS(DATE('2013-12-31')) - DAYS(CURRENT DATE) AS DAYS_LEFT_YEAR
FROM FACT_TABLE AS FAT
INNER JOIN GROUPS AS FTS ON FAT.DIM_PROJECT_ID = FTS.DIM_PROJECT_ID
GROUP BY FAT.DIM_BUILDING_ID, FAT.BUILDING_NAME;
The ELSE 0 isn't needed, but some like to see it in the query.
Alternatively this should work as well:
COUNT(CASE WHEN FAT.PERCENTAGE_USED >= '0.50' THEN 1 END) AS PROJECTS_G50,

SQL Buckets Determine Age Grouping

I have a database with legacy data that stores transactions and uses a "bucket" method for determining account balances. I need a way to get aged past due for accounts.
Table Transactions
TransactionId
TransactionType (CHARGE,RECEIPT)
Amount
PostDate
To get the current balance:
SELECT SUM(CASE TransactionTypeId WHEN RECEIPT THEN Amount * -1 ELSE Amount END) CurrentBalance
I need a way to determine past due 30, 60, 90, 120, etc:
Account Current 30 60 90 120+
12345 $50.00 $0.00 $25.00 $25.00 $0.00
I tried running separate queries and limiting the CHARGE postdates to greater than 30,60,90,120, running for each group and subtracting the others, etc but cannot get the expected results.
The table doesn't store a flag for past due, all balances are calculated on the fly.
Am I missing something simple? I tried a net search but not sure if there's a term for this type of sql query.
Database is SQL Server if that helps.
TIA
You could use an additional clause in the case to filter out transactions from the last 30 days. For example:
SELECT
SUM(
CASE WHEN TransactionTypeId = 'RECEIPT' THEN -Amount
ELSE Amount
END) as CurrentDue
, SUM(CASE WHEN datediff(d,PostDate,getdate()) <= 30 THEN 0
WHEN TransactionTypeId = 'RECEIPT' THEN -Amount
ELSE Amount
END) as PastDue30
, ...
FROM Transactions
To just exclude charges from the past 30 days, swap the when clauses:
, SUM(CASE WHEN TransactionTypeId = 'RECEIPT' THEN -Amount
WHEN datediff(d,PostDate,getdate()) <= 30 THEN 0
ELSE Amount
END) as PastDue30
This is what I ended up with, something that I had from before, but was missing the checks for when the amount due is zero, as well as checking if the prior group had a negative value. I had to add them because I was getting strange results, say if the account was overpaid for a service, which would have a negative due for the prior period.
SELECT
ServiceId,
AmountDue PastDue,
CASE AmountDue WHEN 0 THEN 0 ELSE CASE WHEN AmountDue60 < 0 THEN 0 ELSE AmountDue30 - AmountDue60 END END PastDue30,
CASE AmountDue WHEN 0 THEN 0 ELSE CASE WHEN AmountDue90 < 0 THEN 0 ELSE AmountDue60 - AmountDue90 END END PastDue60,
CASE AmountDue WHEN 0 THEN 0 ELSE CASE WHEN AmountDue120 < 0 THEN 0 ELSE AmountDue90 - AmountDue120 END END PastDue90,
CASE AmountDue WHEN 0 THEN 0 ELSE CASE WHEN AmountDue120 < 0 THEN 0 ELSE AmountDue120 END END PastDue120
FROM
(
SELECT T.ServiceId,
SUM(CASE WHEN T.TransactionTypeId = #Receipt THEN T.TAmount * -1 WHEN T.TransactionTypeId = #Charge THEN T.TAmount ELSE 0 END) AmountDue,
SUM(CASE WHEN T.TransactionTypeId = #Receipt THEN T.TAmount * -1 WHEN T.TransactionTypeId = #Charge THEN CASE WHEN DATEDIFF(D, T.TPostDate, #TPostDate) >= 30 THEN T.TAmount ELSE 0 END ELSE 0 END) AmountDue30,
SUM(CASE WHEN T.TransactionTypeId = #Receipt THEN T.TAmount * -1 WHEN T.TransactionTypeId = #Charge THEN CASE WHEN DATEDIFF(D, T.TPostDate, #TPostDate) >= 60 THEN T.TAmount ELSE 0 END ELSE 0 END) AmountDue60,
SUM(CASE WHEN T.TransactionTypeId = #Receipt THEN T.TAmount * -1 WHEN T.TransactionTypeId = #Charge THEN CASE WHEN DATEDIFF(D, T.TPostDate, #TPostDate) >= 90 THEN T.TAmount ELSE 0 END ELSE 0 END) AmountDue90,
SUM(CASE WHEN T.TransactionTypeId = #Receipt THEN T.TAmount * -1 WHEN T.TransactionTypeId = #Charge THEN CASE WHEN DATEDIFF(D, T.TPostDate, #TPostDate) >= 120 THEN T.TAmount ELSE 0 END ELSE 0 END) AmountDue120
FROM Transactions T
WHERE T.AccountId = #AccountId
GROUP BY T.ServiceId
) AB