I've searched the KB, but can't locate a basic version of what I'm looking for.
I have a Transaction table (ActivityHist) that show's bank activity. What I need is (hopefully) a rather simple solution. I want to see a list of Transactions (TranNo) on a specific Date (BookDate) broken down by Customer (CustID) with a sum of activity (BaseAmt) of 10000.01 or higher.
All data fields are in the same table, no joins and such required.
You will need a JOIN, since you have to determine the total while also listing the details.
Below is as close as I get with the info so far. I used ABS(BaseAmt) in the SUM() so that credits/debits would not cancel each other out, as either/both are activity on the account. If that's not correct, naturally remove the ABS() :-) .
DECLARE @BookDate date -- chg data type to to exactly match the data type on the table
DECLARE @trans_total decimal(9, 2) -- chg data type to to exactly match the data type on the table
SET @BookDate = '20131022'
SET @trans_total = 10000.01
SELECT ah.*
FROM dbo.ActivityHist ah
INNER JOIN (
-- check for any customer that meets/exceeds the desired total of value of all trans
SELECT CustID
FROM dbo.ActivityHist
WHERE
BookDate = @BookDate
GROUP BY CustID
HAVING SUM(ABS(BaseAmt)) >= @trans_total
) AS ah_total ON
ah_total.CustID = ah.CustID
WHERE
ah.BookDate = @BookDate
ORDER BY
ah.CustID, ah.TranNo
0
NCollinsBBPAuthor Commented:
This was the first solution provided and it worked perfectly. Thank you!
(Sorry for the late reply... had some massive hardware / server issues that bled into multiple days... this became a low priority).
There are many ways to learn to code these days. From coding bootcamps like Flatiron School to online courses to totally free beginner resources. The best way to learn to code depends on many factors, but the most important one is you. See what course is best for you.
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Q: Does the transactions make up the sum, where you wish to apply the criteria of 'greater than ten grand'?btw I wrote an article on SQL Server GROUP BY Solutions that would be a good read.