Help with SQL Query

I have a financial database which tracks charges and payments form clients.
I need to create a query which returns only those months when a client
hasn't paid in full and the amount still owing. So, if the table looks like
this:
client date(mm/dd/yyyy) charge
payment
smith 12/01/2006 400.00
smith 12/23/2006
250.00
smith 12/28/2005
50.00
smith 01/01/2006 400.00
smith 01/13/2006
400.00
jones 02/01/2006 400.00
jones 02/05/2006
350.00
the resulting data would look like this:
smith 12/2005 100.00
jones 02/2006 50.00
thanks.
steve.Since you didn't provide DDL or insert scripts this is what I cooked up
I don't think the data for smith is correct, and what is the full
amount? 800?
create table blah (client varchar(50),date datetime, charge decimal
(10,2))
insert into blah
select 'smith', '12/01/2006', 400.00 union all
select 'smith', '12/23/2006', 250.00 union all
select 'smith' , '12/28/2005', 50.00 union all
select 'smith' , '01/01/2006', 400.00 union all
select 'smith' , '01/13/2006', 400.00 union all
select 'jones' , '02/01/2006', 400.00 union all
select 'jones' , '02/05/2006', 350.00
select client,800 -sum(charge) ,datepart(m,date) ,datepart(yyyy,date)
from blah
group by client,datepart(m,date),datepart(yyyy,da
te)
having sum(charge) < 800
http://sqlservercode.blogspot.com/|||SELECT
CLIENT,CONVERT(VARCHAR,DATEPART(mm,getda
te()))+'/'+CONVERT(VARCHAR,DATEPART(
year,getdate())) AS MONTHYEAR, CHARGE
WHERE CHARGE <= 100
Lemme me know if this is what your are looking for...
Thanks,
Sree
"molsonexpert" wrote:

> I have a financial database which tracks charges and payments form clients
.
> I need to create a query which returns only those months when a client
> hasn't paid in full and the amount still owing. So, if the table looks lik
e
> this:
> client date(mm/dd/yyyy) charge
> payment
> smith 12/01/2006 400.00
> smith 12/23/2006
> 250.00
> smith 12/28/2005
> 50.00
> smith 01/01/2006 400.00
> smith 01/13/2006
> 400.00
> jones 02/01/2006 400.00
> jones 02/05/2006
> 350.00
> the resulting data would look like this:
> smith 12/2005 100.00
> jones 02/2006 50.00
> thanks.
> steve.
>
>|||select client
, max(date) as LastActivityDate
-- Assuming the last date soemthign happened is the one you want to show
, sum(charge-payment) as Balance
-- above can also be:
--, Sum(charge) - sum(payment) as Balance
from MyPaymentsTable
group by client
having sum(charge-payment) <> 0
-- the above returns anyone with a credit or debit balance
-- the below returns only clients who owe money
-- or having sum(charge-payment) > 0
"molsonexpert" <imdrunk@.work.ca> wrote in message
news:%23bQ2OayKGHA.952@.TK2MSFTNGP10.phx.gbl...
> I have a financial database which tracks charges and payments form
clients.
> I need to create a query which returns only those months when a client
> hasn't paid in full and the amount still owing. So, if the table looks
like
> this:
> client date(mm/dd/yyyy) charge
> payment
> smith 12/01/2006 400.00
> smith 12/23/2006
> 250.00
> smith 12/28/2005
> 50.00
> smith 01/01/2006 400.00
> smith 01/13/2006
> 400.00
> jones 02/01/2006 400.00
> jones 02/05/2006
> 350.00
> the resulting data would look like this:
> smith 12/2005 100.00
> jones 02/2006 50.00
> thanks.
> steve.
>|||-- This return months where the clients
-- charges exceed the payments. I'm
-- assuming that in your test data, the two entries for
-- 'smith' in december should be for 2005 not 2006
SELECT Client,
DATEPART(year,thedate),
DATEPART(month,thedate),
SUM(COALESCE(Charge,0)-COALESCE(Payment,0))
FROM ChargesAndPayments
GROUP BY client,
DATEPART(year,thedate),
DATEPART(month,thedate)
HAVING SUM(COALESCE(Charge,0)-COALESCE(Payment,0))>0|||I should have included the isnull or coalesce around the charge and payment
fields as markc600 did below.
Without the isnull or coalesce, you will get back nulls instead of the
correct values.
"Jim Underwood" <james.underwoodATfallonclinic.com> wrote in message
news:%23x5XzwyKGHA.3260@.TK2MSFTNGP11.phx.gbl...
> select client
> , max(date) as LastActivityDate
> -- Assuming the last date soemthign happened is the one you want to show
> , sum(charge-payment) as Balance
> -- above can also be:
> --, Sum(charge) - sum(payment) as Balance
> from MyPaymentsTable
> group by client
> having sum(charge-payment) <> 0
> -- the above returns anyone with a credit or debit balance
> -- the below returns only clients who owe money
> -- or having sum(charge-payment) > 0
> "molsonexpert" <imdrunk@.work.ca> wrote in message
> news:%23bQ2OayKGHA.952@.TK2MSFTNGP10.phx.gbl...
> clients.
> like
>

Help with Query please

I have a requirement involving writing a report that at first appeared basic, but is driving me crazy.

I have to deliver a financial report that contains 4 aggregate columns - 2 averages, and 2 SUMs.

I am running into issues with my query when I add a particular WHERE clause.

I need to filter the report based on one of two conditions. Either an item has been shipped, or an item has been marked "ready" to ship.

There's an audit table that I am using as part of my join, because it contains the dates these statuses were marked. I need these dates because the report has a column that will designate what day of the week the status was marked.

The "shipped" items show up correctly, but the "ready to ship" items ALWAYS end up including those records that are between ready to ship and ship.

So, for example's sake, there is a "prepared" state. This state is between "ready to ship" and "shipped". My query returns shipped also, and I dont want those records, just those where the latest status is "ready to ship". As soon as its flagged "prepared" it should no longer appear.

I've been using MAX on the ID of the states (theyre stored in a separate table) but this is not working.

I know this is a vague explanation, but I am hoping someone will offer some insight into the correct SQL needed to complete this query.

Here is what I have so far. This inner most query returns the IDs that I want, distinctly. So I'm comfortable with this.

SELECT 'ConfReceived' as 'Status', cdq.UniversalOrderID FROM CustomerDoorQuotes cdq
INNER JOIN CustomerInformation ci
ON ci.CustomerID = cdq.CustomerID
INNER JOIN PipelineAudit pa
ON pa.UniversalOrderID = cdq.UniversalOrderID
LEFT JOIN ProductionScheduleStatuses pss
ON cdq.UniversalOrderID = pss.UniversalOrderID
GROUP BY ALL cdq.UniversalOrderID
HAVING MAX(PipelineStatusID) = 3
UNION

SELECT 'Shipped' as 'Status', cdq.UniversalOrderID FROM CustomerDoorQuotes cdq
INNER JOIN CustomerInformation ci
ON ci.CustomerID = cdq.CustomerID
INNER JOIN PipelineAudit pa
ON pa.UniversalOrderID = cdq.UniversalOrderID
LEFT JOIN ProductionScheduleStatuses pss
ON cdq.UniversalOrderID = pss.UniversalOrderID
GROUP BY ALL cdq.UniversalOrderID
HAVING MAX(PipelineStatusID) = 6

Its when I wrap another query around it that I get too many records. PipelineAudit is the offending table for sure. This is the table that holds all the statuses, and when my outer query sees the in between status of "prepared" it includes it in the result set.

If you r using crystal report for reporting purpose, then try to do avg and sum in there it will ease you work