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cheryl9063Flag for United States of America

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help with simple T-SQL

from the attached test data I need to select the PatID, name,apptDate,CallDate and funding. if the person has more than one type of funding I only want it to show 'credit card'. I have done this several ways and I want to see what the Experts would do. The real table will have about 24,000 rows with one index on TID. The result should have one row per Pat_ID.

TID      LastName      FirstName Funding      ApptDate      CallDate                        PatID
1      smith      cheryl      cash      1/2/13 12:00 AM      12/26/13 12:00 AM      200
2      smith      cheryl      check      1/2/13 12:00 AM      12/26/13 12:00 AM      200
3      smith      cheryl      creditcard      1/2/13 12:00 AM      12/26/13 12:00 AM      200
4      efird      katie      creditcard      1/1/13 12:00 AM      12/27/13 12:00 AM      5000
5      jones      tim      creditcard      12/1/13 12:00 AM      11/27/13 12:00 AM      25
6      rogers      sam      cash      10/1/13 12:00 AM      10/1/13 12:00 AM      150
7      Peterson      Mark      cash      10/1/13 12:00 AM      10/1/13 12:00 AM      175
8      Peterson      Mark      cash      9/1/13 12:00 AM      8/20/13 12:00 AM      175
9      Peterson      Mark      creditcard      9/1/13 12:00 AM      8/25/13 12:00 AM      175
10      Walls      Rick      creditcard      8/1/13 12:00 AM      7/25/13 12:00 AM      220
11      Walls      Rick      check      8/1/13 12:00 AM      7/20/13 12:00 AM      220
12      Johnson      Mike      check      8/1/13 12:00 AM      7/20/13 12:00 AM      555
13      Sees      betty      cash      8/1/13 12:00 AM      7/20/13 12:00 AM      2233
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David Todd
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magarity

The rules seem incomplete; what about an account that has only cash and check?  As worded, your instructions say to label that as 'credit card' and that's what David's query provides, but that's the sort of assumption that is first to crash headlong on production data.
Hi Magarity,

Hopefully not a crash as produces the result asked for, but definitely could be an unexpected result by some parties.

I remember the discussion by Joe Celko about gender, that internationally there are 4 values. Lets see if memory is correct. (And they are coded, and I can't remember the codes)

Male/Female/Unknown/Lawful Person.

That is, Lawful Person is the value you give companies and trusts and so on. They are a legal entity, and may fulfil many criteria for a person in your system, but they don't have a gender. (ie investments must be owned by a person or company or trust. So client gender for a trust then must be Lawful Person.

All that to say this: It is strictly incorrect to return credit card for multiple types. You could in this case rank the types cash/eftpos/cheque/credit card in order of ease of business, and return the most difficult one, or add a value that is 'multiple payment types'.

HTH
  David
I modified your request to show the credit card, if there was one, or the first funding type available (if there wasn't a credit card) based on a sort order.

SELECT v.*, p.SortOrder
INTO #tmp
FROM (VALUES
(1,'smith','cheryl','cash','2013-01-02','2013-12-26',200),
(2,'smith','cheryl','check','2013-01-02','2013-12-26',200),
(3,'smith','cheryl','creditcard','2013-01-02','2013-12-26',200),
(4,'efird','katie','creditcard','2013-01-01','2013-12-27',5000),
(5,'jones','tim','creditcard','2013-12-01','2013-11-27',25),
(6,'rogers','sam','cash','2013-10-01','2013-10-01',150),
(7,'Peterson','Mark','cash','2013-10-01','2013-10-01',175),
(8,'Peterson','Mark','cash','2013-09-01','2013-08-20',175),
(9,'Peterson','Mark','creditcard','2013-09-01','2013-08-25',175),
(10,'Walls','Rick','creditcard','2013-08-01','2013-07-25',220),
(11,'Walls','Rick','check','2013-08-01','2013-07-20',220),
(12,'Johnson','Mike','check','2013-08-01','2013-07-20',555),
(13,'Sees','betty','cash','2013-08-01','2013-07-20',2233)) v(TID, LastName, FirstName, Funding, ApptDate, CallDate, PatID)
INNER JOIN (VALUES('creditcard',1),('cash',2),('check',3)) p(Funding, SortOrder) ON v.Funding = p.Funding

SELECT t.* 
FROM ( SELECT t1.PatID, COUNT(1) as NbrRows FROM #tmp t1 GROUP BY t1.PatID ) ftc
INNER JOIN #tmp t ON ftc.PatID = t.PatID
WHERE ftc.NbrRows = 1 OR (ftc.NbrRows > 1 AND t.SortOrder = 1)

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The questions remain, can there be more than one funding type per patid, notn of which are creditcard and, if so, what would the selection critieria be? Also, can there be funding types other than cash, check and creditcard?
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