Question

I have two tables ‘Receipt Table:’ and ‘Person Table:’
I need to find the result set for these values
SUM amount, MAXIMUM amt paid as of today, MAXIMUM amt paid_DATE as of today,
RECENT amt paid as of today, RECENT amt paid_DATE as of today.

Here is the Tabluler format below.

RECEIPT TABLE:

ReceiptID   Receipt_Date    AmountPaid  PersonID
R001    1/1/2011    $50     P003
R002    1/2/2011    $20.20  P001
R003    1/2/2011    $35     P005
R004    1/4/2011    $17     P002
R005    1/10/2011   $89.20  P003
R006    1/11/2011   $10     P001
R007    1/11/2011   $9.15   P007
R008    1/12/2011   $5.45   P002
R009    1/20/2011   $65     P006
R010    1/23/2011   $20     P004
R011    1/29/2011   $10     P003

PERSON TABLE:

PersonID    PersonName
P001    A_person
P002    B_person
P003    C_person
P004    D_person
P005    E_person
P006    F_person
P007    G_person
P008    H_person

OUTPUT RESULT:

PersonID    PersonName  Sum(Amtpaid)    RECENT(AmountPaid)  RECENT(Amtpaid_ReceiptDate) Max (Amt Receipt_paid as of today)  Max (amt receipt paid Date as of today)
P001    A_Person    $30.20  $10     1/11/2011   $20.20  1/2/2011
P002    B_person    $22.45  $5.45   1/12/2011   $17     1/4/2011
P003    C_person    $149.20     $10     1/29/2011   $89.20  1/10/2011
P004    D_person    $20     $20     1/23/2011   $20     1/23/2011
P005    E_person    $35     $35     1/2/2011    $35     1/2/2011
P006    F_person    $65     $65     1/20/2011   $65     1/20/2011
P007    G_person    $9.15   $9.15   1/11/2011   $9.15   1/11/2011

Answer 1

I’m not on a computer where I can test this code, but maybe you can try this:

;WITH Receipts AS
(
    SELECT  *, 
            SUM(AmountPaid) OVER(PARTITION BY PersonID) SumAmount, 
            MAX(AmountPaid) OVER(PARTITION BY PersonID) MaxAmount,
            MAX(Receipt_Date) OVER(PARTITION BY PersonID) RecentPaidDate
    FROM ReceiptTable
)

SELECT  P.PersonId, P.PersonName, 
        MIN(SumAmount) SumAmount,
        MIN(CASE WHEN Receipt_Date = RecentPaidDate THEN AmountPaid END) RecentAmountPaid,
        MIN(RecentPaidDate) RecentPaidDate,
        MIN(MaxAmount) MaxAmount,
        MIN(CASE WHEN AmountPaid = MaxAmount THEN Receipt_Date END) MaxAmountReceiptDate
FROM PersonTable P
JOIN Receipts R
ON R.PersonId = P.PersonID
GROUP BY P.PersonId, P.PersonName

Anyway, if you use the code before, you should be aware that it returns the MIN ReceiptDate in case that the MaxAmountPaid is repeated (meaning that it has 2 records that are the same amount and the MaxAmountPaid).