Question

I am using SQL Server 2005 and I have a problem with my SQL query. Basically, I want to get the total amount of all transactions of customers, grouped by company, based on the latest dates from all customer transactions.

Sample data:

Customer_Id    Date            Amount   COMPANY
-------------------------------------------------
1             3/3/2014          9021    COMPANY X 
2             3/3/2014          12000   COMPANY Y
2             3/15/2014         10000   COMPANY Y 
2             3/30/2014         8000    COMPANY Y 
4             3/13/2014         10000   COMPANY Z
5             3/14/2014         1400    COMPANY X 
1             3/16/2014         2500    COMPANY X 
7             3/14/2014         110     COMPANY Y 
3             3/17/2014         1500    COMPANY Z 
2             3/19/2014         2044    COMPANY Y
3             3/09/2014         9400    COMPANY Z 
3             3/11/2014         8950    COMPANY Z 
2             3/31/2014         3455    COMPANY Y 
3             3/15/2014         950     COMPANY Z 
6             3/15/2014         5543    COMPANY X

What I want to accomplish is like this:

COMPANY       TOTAL
COMPANY X     9443    --> sum from customer_id 1 (2500, as of 3/16/2014) and customer_id 6 (5542, 3/15/2014) and customer_id 5 (1400 as of 3/14/2014)
COMPANY Y     3455    --> sum from customer_id 2 (3455, as of 3/31/2014)
COMPANY Z     10950   --> sum from customer_id 4 (1000, as of 3/13/2014) and customer_id 3 (950, as of 3/15/2014)

Below are some SQL queries I've tried which doesn't work on my goal:

SELECT TOP (1) WITH TIES 
    Date, Company, SUM(Amount) AS total
FROM         
    tbl_Table
GROUP BY 
    Date, Company
ORDER BY 
    Date DESC

SELECT     
    t1.Date, t1.Company, SUM(t1.Amount) AS total
FROM         
    tbl_Table AS t1 
INNER JOIN
    (SELECT 
        MAX(Date) AS date, Company
     FROM  
        tbl_Table
     GROUP BY 
        Company) AS t2 ON t1.Date = t2.Date AND t1.Company = t2.Company
GROUP BY 
    t1.Date, t1.Company


WITH latest AS 
(SELECT 
     Company, MAX(Date) AS maxdate
 FROM         
     tbl_Table 
 GROUP BY 
     Company
)
SELECT     
    a.Date, a.Company, SUM(a.Amount) AS total
FROM      
    tbl_Table AS a 
INNER JOIN
    latest AS b ON a.Company = b.Company AND a.Date = b.maxdate
GROUP BY 
    a.Date, a.Company
Was it helpful?

Solution

Your results are still not correct by data you give.

SQLFIDDLEExample

Query:

SELECT t1.Company,
       SUM(t1.Amount) Total
FROM Table1 t1
   LEFT JOIN Table1 t2
    ON t1.COMPANY = t2.COMPANY
      AND t1.Customer_Id = t2.Customer_Id
      AND t1.Date < t2.Date
   WHERE t2.Customer_Id is null
GROUP BY t1.Company

Result:

|   COMPANY | TOTAL |
|-----------|-------|
| COMPANY X |  9443 |
| COMPANY Y |  3565 |
| COMPANY Z | 11500 |

OTHER TIPS

Try This

    WITH cte AS (
         SELECT Amount,Company,
                ROW_NUMBER() OVER (PARTITION BY Customer_Id ORDER BY CAST([Date] AS DATETIME) desc )   
                AS dateRowRank
    )

   SELECT Company,SUM(Amount)
   FROM cte
   WHERE dateRowRank=1
   GROUP BY Company
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