How do I incorporate a CASE and a COUNT with this SELECT?
I've got a SELECT statement that retrieves a recordset according to the last 45 days worth of activity with that account.
There are times, however, where there is no activity. In those situations, I need to change the criteria from the last 45 days worth of activity to everything that's happened since the last statement was mailed.
The following two SELECT statements work just fine. The first one utilizes a function to determine the date of the last statement. It looks like this:
Take note of "group by chargegroupid having max(posted) > dbo.ufn_lastpaperstatement
The other SELECT looks like this:
Here the range of dates is established by "having max(txn.created) > DATEADD(DAY, -45, GETDATE())."
What I need to do is build a CASE situation where if there is no activity within the last 45 days (max(txn.created) > DATEADD(DAY, -45, GETDATE()) ), THEN use "having max(posted) > dbo.ufn_lastpaperstatement
How?
There are times, however, where there is no activity. In those situations, I need to change the criteria from the last 45 days worth of activity to everything that's happened since the last statement was mailed.
The following two SELECT statements work just fine. The first one utilizes a function to determine the date of the last statement. It looks like this:
select LTRIM( case when type = 'a' then 'Adjustment' when type = 'p' then 'Payment' when type = 'c' then 'Charge' end ) as txntype, [date], patientname, description, amount, physicianid, practclaimid, priority, cpt, case when practclaimid = '' then 1 else 0 end as toppriority, balance, firstdos from ( select paymentmethod, payerdesc, type, [date] = case when type = 'c' then dos else posted end, pfirst+' '+plast as patientname, LTRIM( case when type = 'a' then payerdesc when type = 'p' then payerdesc when type = 'c' then ISNULL(cpt, '') +' - '+ ISNULL(left(cptdesc,100),'') end ) as description, amount,'Barton County Memorial Hospital' as physicianid, coalesce(cg.encountercode, '') as practclaimid, case when type = 'c' then 0 else 1 end as priority, left(cptdesc,100) as cptdesc, cpt as cpt, (select sum(amount) from txn where t.chargegroupid = txn.chargegroupid and t.accountid = txn.accountid) as balance, (select min(dos) from txn where t.chargegroupid = txn.chargegroupid and t.accountid = txn.accountid and type = 'c') as firstdos from txn t left join chargegroup cg on t.chargegroupid = cg.id where t.accountid = 12159877 and (cg.status1 not in ('rt','hd','rp','fc') or cg.status1 is null) and cg.id in ( select chargegroupid from txn where accountid = 12159877 group by chargegroupid having max(posted) > dbo.ufn_lastpaperstatementbefore(12159877, cast('2050-01-01' as date)) ) and type<>'c' and reversedref is null ) u order by firstdos, practclaimid, priority,[date] Take note of "group by chargegroupid having max(posted) > dbo.ufn_lastpaperstatement
The other SELECT looks like this:
select LTRIM( case when type = 'a' then 'Adjustment' when type = 'p' then 'Payment' when type = 'c' then 'Charge' end ) as txntype, [date], patientname, description, amount, physicianid, practclaimid, priority, cpt, case when practclaimid = '' then 1 else 0 end as toppriority, balance, firstdos from ( select paymentmethod, payerdesc, type, [date] = case when type = 'c' then dos else posted end, pfirst+' '+plast as patientname, LTRIM( case when type = 'a' then payerdesc when type = 'p' then payerdesc when type = 'c' then ISNULL(cpt, '') +' - '+ ISNULL(left(cptdesc,100),'') end ) as description, amount,'Barton County Memorial Hospital' as physicianid, coalesce(cg.encountercode, '') as practclaimid, case when type = 'c' then 0 else 1 end as priority, left(cptdesc,100) as cptdesc, cpt as cpt, (select sum(amount) from txn where t.chargegroupid = txn.chargegroupid and t.accountid = txn.accountid) as balance, (select min(dos) from txn where t.chargegroupid = txn.chargegroupid and t.accountid = txn.accountid and type = 'c') as firstdos from txn t left join chargegroup cg on t.chargegroupid = cg.id where t.accountid = 12159877 and (cg.status1 not in ('rt','hd','rp','fc') or cg.status1 is null) and cg.id in ( select chargegroupid from txn where accountid = 12159877 group by chargegroupid having max(txn.created) > DATEADD(DAY, -45, GETDATE()) ) and type<>'c' and reversedref is null ) u order by firstdos, practclaimid, priority,[date] Here the range of dates is established by "having max(txn.created) > DATEADD(DAY, -45, GETDATE())."
What I need to do is build a CASE situation where if there is no activity within the last 45 days (max(txn.created) > DATEADD(DAY, -45, GETDATE()) ), THEN use "having max(posted) > dbo.ufn_lastpaperstatement
How?
ASKER
Craig!
I'm a pig on roller skates with this stuff, so I appreciate your patience.
Here's my attempt at incorporating your logic:
The error I get is: "Incorrect syntax near the keyword 'case'."
The working SELECT is this:
Where am I blowing it?
I'm a pig on roller skates with this stuff, so I appreciate your patience.
Here's my attempt at incorporating your logic:
select LTRIM( case when type = 'a' then 'Adjustment' when type = 'p' then 'Payment' when type = 'c' then 'Charge' end ) as txntype, [date], patientname, description, amount, physicianid, practclaimid, priority, cpt, case when practclaimid = '' then 1 else 0 end as toppriority, balance, firstdos from ( select paymentmethod, payerdesc, type, [date] = case when type = 'c' then dos else posted end, pfirst+' '+plast as patientname, LTRIM( case when type = 'a' then payerdesc when type = 'p' then payerdesc when type = 'c' then ISNULL(cpt, '') +' - '+ ISNULL(left(cptdesc,100),'') end ) as description, amount,'Barton County Memorial Hospital' as physicianid, coalesce(cg.encountercode, '') as practclaimid, case when type = 'c' then 0 else 1 end as priority, left(cptdesc,100) as cptdesc, cpt as cpt, (select sum(amount) from txn where t.chargegroupid = txn.chargegroupid and t.accountid = txn.accountid) as balance, (select min(dos) from txn where t.chargegroupid = txn.chargegroupid and t.accountid = txn.accountid and type = 'c') as firstdos from txn t left join chargegroup cg on t.chargegroupid = cg.id where t.accountid = 12159877 and (cg.status1 not in ('rt','hd','rp','fc') or cg.status1 is null) and cg.id in ( select chargegroupid from txn where accountid = 12159877 group by chargegroupid case when {max(posted) datediff(d,posted, getDate(), getDate()<=45)>0} then {where max(posted) datediff(d,posted, getDate(), getDate()<=45)} else { having max(posted) > dbo.ufn_lastpaperstatementbefore(12159877, cast('2050-01-01' as date))} end and reversedref is null ) u order by firstdos, practclaimid, priority,[date] The error I get is: "Incorrect syntax near the keyword 'case'."
The working SELECT is this:
select LTRIM( case when type = 'a' then 'Adjustment' when type = 'p' then 'Payment' when type = 'c' then 'Charge' end ) as txntype, [date], patientname, description, amount, physicianid, practclaimid, priority, cpt, case when practclaimid = '' then 1 else 0 end as toppriority, balance, firstdos from ( select paymentmethod, payerdesc, type, [date] = case when type = 'c' then dos else posted end, pfirst+' '+plast as patientname, LTRIM( case when type = 'a' then payerdesc when type = 'p' then payerdesc when type = 'c' then ISNULL(cpt, '') +' - '+ ISNULL(left(cptdesc,100),'') end ) as description, amount,'Barton County Memorial Hospital' as physicianid, coalesce(cg.encountercode, '') as practclaimid, case when type = 'c' then 0 else 1 end as priority, left(cptdesc,100) as cptdesc, cpt as cpt, (select sum(amount) from txn where t.chargegroupid = txn.chargegroupid and t.accountid = txn.accountid) as balance, (select min(dos) from txn where t.chargegroupid = txn.chargegroupid and t.accountid = txn.accountid and type = 'c') as firstdos from txn t left join chargegroup cg on t.chargegroupid = cg.id where t.accountid = 12159877 and (cg.status1 not in ('rt','hd','rp','fc') or cg.status1 is null) and cg.id in ( select chargegroupid from txn where accountid = 12159877 group by chargegroupid having max(posted) > dbo.ufn_lastpaperstatementbefore(12159877, cast('2050-01-01' as date)) ) and type<>'c' and reversedref is null ) u order by firstdos, practclaimid, priority,[date] Where am I blowing it?
ASKER
I'm just now realizing that when I copy and paste the SELECT statements, there are no line breaks.
Here's a text file that makes it a little more legible.
craig.txt
Here's a text file that makes it a little more legible.
craig.txt
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ASKER
Gentlemen! Sorry for dragging my feet on this! I was able to get it figured out thanks to your input.
I appreciate it!
I appreciate it!
having max(txn.created) > case when {1} then {2} else {3} end
Replace {1} with a boolean expression for when you want to use the date in {2}. Use {3} as the alternate when condition {1} is false.