Group By BiMonthly

Easy way is write two queries where clause DAY 1-15 and 16- month end and combine them using UNION ALL to get the output...

SELECT ....
FROM ...
WHERE DAY(datecolumn) <= 15
UNION ALL
SELECT ....
FROM ...
WHERE DAY(datecolumn) > 15
group by ...

This is my code.  I tried adding group by case..., but it doesn't work.

SELECT ae.last_name + ', ' + ae.first_name AE, 
	ae.exclude,
	g.rep,
	YEAR(f.funded) Year, 
	MONTH(f.funded) Month, 
	DAY(f.funded) Day,
	SUM(g.loan_amt) Loan_Amount
FROM g
JOIN f ON g.file_id = f.file_id
JOIN ae ON g.rep = ae.employ_id
JOIN a ON g.file_id = a.file_id
GROUP BY ae.last_name + ', ' + ae.first_name, 
	ae.exclude,
	g.lo_rep,
	YEAR(f.funded), 
	MONTH(f.funded),
	DAY(f.funded)

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You are already grouping it by several parameters..
Can you post the sample records for the query provided above and the expected result sets so that they can be fixed out accordingly...

Sample Records
AE  exclude lo_rep Year Month Day Loan_Amount
CH, JOHN 0 035 2010 2 1 417000.00
CH, JOHN 0 035 2010 2 3 359000.00
CH, JOHN 0 035 2010 2 4 200000.00
CH, JOHN 0 035 2010 2 8 187500.00
CH, JOHN 0 035 2010 2 16 558000.00
CH, JOHN 0 035 2010 2 25 464000.00
Desired Records
AE  exclude lo_rep Year Month Day Loan_Amount
CH, JOHN 0 035 2010 2 1-15 1163500.00
CH, JOHN 0 035 2010 2 16+ 1022000.00
 

Try this:

SELECT AE, exclude, lo_rep, Year, Month, case when Day < 16 then '1 - 15' else '> 15' end as Day, Loan_Amount
FROM (
SELECT ae.last_name + ', ' + ae.first_name AE, 
        ae.exclude,
        g.rep,
        YEAR(f.funded) Year, 
        MONTH(f.funded) Month, 
        DAY(f.funded) Day,
        SUM(g.loan_amt) Loan_Amount
FROM g
JOIN f ON g.file_id = f.file_id
JOIN ae ON g.rep = ae.employ_id
JOIN a ON g.file_id = a.file_id
GROUP BY ae.last_name + ', ' + ae.first_name, 
        ae.exclude,
        g.lo_rep,
        YEAR(f.funded), 
        MONTH(f.funded),
        DAY(f.funded)) temp
GROUP BY AE, exclude, lo_rep, Year, Month, case when Day < 16 then '1 - 15' else '> 15' end , Loan_Amount

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try this

SELECT   ae.last_name + ', ' + ae.first_name AE, 
         ae.exclude, 
         g.rep, 
         YEAR(f.funded)                      YEAR, 
         MONTH(f.funded)                     MONTH, 
         CASE 
           WHEN DAY(f.funded) < 16 THEN 1 
           ELSE 2 
         END DAY, 
         SUM(g.loan_amt)                     Loan_Amount 
FROM     g 
         JOIN f 
           ON g.file_id = f.file_id 
         JOIN ae 
           ON g.rep = ae.employ_id 
         JOIN a 
           ON g.file_id = a.file_id 
GROUP BY ae.last_name + ', ' + ae.first_name, 
         ae.exclude, 
         g.lo_rep, 
         YEAR(f.funded), 
         MONTH(f.funded), 
         CASE 
           WHEN DAY(f.funded) < 16 THEN 1 
           ELSE 2 
         END

Select allOpen in new window