Question

I recently posted a question about a SQL Where Statement/Grouping here:

SQL statement using WHERE from a GROUP or RANK

Now I’ve got somewhat of a follow-up.

So similar to the previous question, let’s assume I have a table of say 35,000 rows with these columns:

Sales Rep | Parent Account ID| Account ID | Total Contract Value | Date

Each row is individual by account id but multiple account IDs can fall under a parent account ID.

Similar to the responses on the first question, this is probably going to be a table w/i a table. So first, everything has to be grouped by Sales Rep. From that, everything needs to be grouped by Parent Account ID where the grouped total contract value of all the accounts is >= 10,000. Then everything will be displayed and ranked by the total TCV of the Parent account ID and I need the top 35 Parent account IDs by agent.

So the first couple of lines of data may look like this:

Sales Rep | Parent Account ID| Account ID | Total Contract Value | Date      | Rank
John Doe  | ParentABC12345   | ABC425     | 5,000                | 1/2/2013  |1
John Doe  | ParentABC12345   | ABC426     | 10,000               | 1/2/2013  |1
John Doe  | ParentDJE12345   | DJE523     | 11,000               | 1/2/2013  |2
John Doe  | ParentFBC12345   | FBC6723    | 4,000                | 1/2/2013  |3
John Doe  | ParentFBC12345   | FBC6727    | 4,000                | 1/2/2013  |3

Notice how the ranking works based off of the parent Account ID. The account ID DJE523 has the single greatest TCV but it’s ranked second b/c the grouped value of parent account ID ParentABC12345 is greater. So there would be a ranking of 35 parent account IDs but in that ranking their could be say 100+ lines of actual data.

Any thoughts?

Answer 1

Always nice to follow up. The “parent rank” is added as an INNER JOIN.

Edit: As correctly mentioned by Dan Bracuk, my first answer was not correct. I altered the query to meet the correct conditions. I also applied the timespan to the Parent Account’s.

DECLARE @minimumValue decimal(20,2) = 10000
DECLARE @numberOfAccounts int = 35
DECLARE @from datetime = '1/1/2013'
DECLARE @till datetime = DATEADD(MONTH, 1, @from)

SELECT 
  [sub].[Sales Rep],
  [sub].[Rank],
  [sub].[Account ID],
  [sub].[Total Contract Value],
  [sub].[Parent Account ID],
  [sub].[Total],
  [sub].[ParentRank]
FROM
(
  SELECT
    [s].[Sales Rep],
    [s].[Account ID],
    [s].[Total Contract Value],
    DENSE_RANK() OVER (PARTITION BY [s].[Sales Rep] ORDER BY [s].[Total Contract Value] DESC) AS [Rank],
    [p].[Parent Account ID],
    [p].[Total],
    [p].[ParentRank]
  FROM [Sales] [s]
  INNER JOIN 
  (
    SELECT
      [Parent Account ID],
      SUM([Total Contract Value]) AS [Total],
      RANK() OVER(ORDER BY SUM([Total Contract Value]) DESC) AS [ParentRank]
    FROM [Sales]
    WHERE[Date] > @from AND [Date] < @till
    GROUP BY [Parent Account ID]
    HAVING SUM([Total Contract Value]) > @minimumValue
  ) AS [p] ON [s].[Parent Account ID] = [p].[Parent Account ID]
  WHERE [Date] > @from AND [Date] < @till
) AS [sub]
WHERE [sub].[Rank] <= @numberOfAccounts
ORDER BY 
  [Sales Rep] ASC,
  [ParentRank] ASC,
  [Rank] ASC

And here is a new Fiddle.