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SQL Syntax Grouping Sum question
Hello all,
I have the following example data:
Table: Customer
CustomerID CustomerDate CustomerCode
1 3/15/2017 ABC
2 3/15/2017 ABC
3 3/16/2017 DEF
4 3/16/2017 DEF
Table: CustomerDetail
CustomerDetailID CustomerID CurrencyType Amount
20 1 EUR 100
21 1 CAD 200
22 2 EUR 125
23 2 CAD 150
24 3 USD 100
25 3 CAD -200
26 4 USD 75
24 4 CAD 50
What I need in a result set is first I need to group together the Customer table by CustomerDate and CustomerCode. Then I need to get the grouped CustomerID's and create two sum records summing the amount per currency across the CustomerID's for each grouping detail records. So in the above scenario my return results would be:
CustomerDate CustomerCode CurrencyType AmountSum
3/15/2017 ABC EUR 225
3/15/2017 ABC CAD 350
3/16/2017 DEF USD 175
3/16/2017 DEF CAD -150
What is the best way to handle this with the grouping.
I have the following example data:
Table: Customer
CustomerID CustomerDate CustomerCode
1 3/15/2017 ABC
2 3/15/2017 ABC
3 3/16/2017 DEF
4 3/16/2017 DEF
Table: CustomerDetail
CustomerDetailID CustomerID CurrencyType Amount
20 1 EUR 100
21 1 CAD 200
22 2 EUR 125
23 2 CAD 150
24 3 USD 100
25 3 CAD -200
26 4 USD 75
24 4 CAD 50
What I need in a result set is first I need to group together the Customer table by CustomerDate and CustomerCode. Then I need to get the grouped CustomerID's and create two sum records summing the amount per currency across the CustomerID's for each grouping detail records. So in the above scenario my return results would be:
CustomerDate CustomerCode CurrencyType AmountSum
3/15/2017 ABC EUR 225
3/15/2017 ABC CAD 350
3/16/2017 DEF USD 175
3/16/2017 DEF CAD -150
What is the best way to handle this with the grouping.
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Thanks Scott can I add one more wrinkle to the fold lets say I have the same scenario with one added field. Once I net the two currencies I need to take the positive currency back to the Customer table and use that Identifier on both records. So in the below case I have a positive CAD 275 I want to apply the 5678 as identifier to both records.
Table: Customer
CustomerID CustomerDate CustomerCode Identifier
1 3/15/2017 ABC 1234
2 3/15/2017 ABC 5678
Table: CustomerDetail
CustomerDetailID CustomerID CurrencyType Amount
20 1 EUR 100
21 1 EUR -200
22 2 CAD 125
23 2 CAD 150
What I need in a result set is first I need to group together the Customer table by CustomerDate and CustomerCode. Then I need to get the grouped CustomerID's and create two sum records summing the amount per currency across the CustomerID's for each grouping detail records. So in the above scenario my return results would be:
CustomerDate CustomerCode CurrencyType AmountSum Identifier
3/15/2017 ABC EUR -100 5678
3/15/2017 ABC CAD 275 5678
Table: Customer
CustomerID CustomerDate CustomerCode Identifier
1 3/15/2017 ABC 1234
2 3/15/2017 ABC 5678
Table: CustomerDetail
CustomerDetailID CustomerID CurrencyType Amount
20 1 EUR 100
21 1 EUR -200
22 2 CAD 125
23 2 CAD 150
What I need in a result set is first I need to group together the Customer table by CustomerDate and CustomerCode. Then I need to get the grouped CustomerID's and create two sum records summing the amount per currency across the CustomerID's for each grouping detail records. So in the above scenario my return results would be:
CustomerDate CustomerCode CurrencyType AmountSum Identifier
3/15/2017 ABC EUR -100 5678
3/15/2017 ABC CAD 275 5678
for your second request, you may customize this:
Declare @Customer Table
(
CustomerID int,
CustomerDate date,
CustomerCode varchar(30),
Identifier int
)
Insert into @Customer values
(1, '3/15/2017', 'ABC', 1234),
(2, '3/15/2017', 'ABC', 5678);
Declare @CustomerDetail Table
(
CustomerDetailID int,
CustomerID int,
CurrencyType varchar(3),
Amount money
)
Insert into @CustomerDetail values
(20, 1, 'EUR', 100),
(21, 1, 'EUR', -200),
(22, 2, 'CAD', 125),
(23, 2, 'CAD', 150);
;With cte as
(
Select a.CustomerDate, a.CustomerCode, b.CurrencyType, Sum(b.Amount) AmountSum, --max(a.Identifier) Identifier,
max(a.Identifier) over (partition by a.CustomerDate, a.CustomerCode) Identifier,
row_number() over (partition by a.CustomerDate, a.CustomerCode order by a.CustomerID) idx
from @Customer a inner join @CustomerDetail b
on a.CustomerID = b.CustomerID
Group By a.CustomerDate, a.CustomerCode, b.CurrencyType, a.Identifier, a.CustomerID
)
Select a.CustomerDate, a.CustomerCode, a.CurrencyType, Sum(a.AmountSum) AmountSum, a.Identifier
from cte a
group by a.CustomerDate, a.CustomerCode, a.CurrencyType, a.Identifier, a.idx
order by a.CustomerDate, a.CustomerCode, a.idx
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Think almost there. I just ran this example and the Identifier should be the 1234 because that Net is the positive value.
Declare @Customer Table
(
CustomerID int,
CustomerDate date,
CustomerCode varchar(30),
Identifier int
)
Insert into @Customer values
(1, '3/15/2017', 'ABC', 5671),
(2, '3/15/2017', 'ABC', 1234);
Declare @CustomerDetail Table
(
CustomerDetailID int,
CustomerID int,
CurrencyType varchar(3),
Amount money
)
Insert into @CustomerDetail values
(20, 1, 'EUR', 100),
(21, 1, 'EUR', -200),
(22, 2, 'CAD', 125),
(23, 2, 'CAD', 150);
;With cte as
(
Select a.CustomerDate, a.CustomerCode, b.CurrencyType, Sum(b.Amount) AmountSum, --max(a.Identifier) Identifier,
max(a.Identifier) over (partition by a.CustomerDate, a.CustomerCode) Identifier,
row_number() over (partition by a.CustomerDate, a.CustomerCode order by a.CustomerID) idx
from @Customer a inner join @CustomerDetail b
on a.CustomerID = b.CustomerID
Group By a.CustomerDate, a.CustomerCode, b.CurrencyType, a.Identifier, a.CustomerID
)
Select a.CustomerDate, a.CustomerCode, a.CurrencyType, Sum(a.AmountSum) AmountSum, a.Identifier
from cte a
group by a.CustomerDate, a.CustomerCode, a.CurrencyType, a.Identifier, a.idx
order by a.CustomerDate, a.CustomerCode, a.idx
Declare @Customer Table
(
CustomerID int,
CustomerDate date,
CustomerCode varchar(30),
Identifier int
)
Insert into @Customer values
(1, '3/15/2017', 'ABC', 5671),
(2, '3/15/2017', 'ABC', 1234);
Declare @CustomerDetail Table
(
CustomerDetailID int,
CustomerID int,
CurrencyType varchar(3),
Amount money
)
Insert into @CustomerDetail values
(20, 1, 'EUR', 100),
(21, 1, 'EUR', -200),
(22, 2, 'CAD', 125),
(23, 2, 'CAD', 150);
;With cte as
(
Select a.CustomerDate, a.CustomerCode, b.CurrencyType, Sum(b.Amount) AmountSum, --max(a.Identifier) Identifier,
max(a.Identifier) over (partition by a.CustomerDate, a.CustomerCode) Identifier,
row_number() over (partition by a.CustomerDate, a.CustomerCode order by a.CustomerID) idx
from @Customer a inner join @CustomerDetail b
on a.CustomerID = b.CustomerID
Group By a.CustomerDate, a.CustomerCode, b.CurrencyType, a.Identifier, a.CustomerID
)
Select a.CustomerDate, a.CustomerCode, a.CurrencyType, Sum(a.AmountSum) AmountSum, a.Identifier
from cte a
group by a.CustomerDate, a.CustomerCode, a.CurrencyType, a.Identifier, a.idx
order by a.CustomerDate, a.CustomerCode, a.idx
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Microsoft SQL Server
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FROM CustomerDetail CD
INNER JOIN Customer C ON C.CustomerID = CD.CustomerID
GROUP BY C.CustomerDate, C.CustomerCode, CD.Currency_Type
ORDER BY C.CustomerDate, C.CustomerCode, CD.Currency_Type