SQL 首尾交易报告

Question

I have a table in SQL, that looks a little similar to the table below:

[enter image description here]

My goal is to generate a first and Last Transaction report. I want to know when did customer X make their first purchase and what is the date of their most recent purchase. I would like to group my results by Store and add all the transaction if they happen on the same day.

For instance, if John do made 2 expenses at walmart on Jan 15th and that's their most recent transaction, I would like those two expenses to be Summed in my report.

Here is the final result I'd expect from a table like on the example above:

[enter image description here]

With what I have tried so far, I am only getting 1 value back

The SQL looks a little similar to

Select 
SN
, SID
, CustomerName
, BankAccount
, Min(TransDate)
, Max(TransDate)
, price
, store
From transaction
GROUp by 
SN
, SID
, CustomerName
, BankAccount
, Min(TransDate)
, Max(TransDate)
, price
, store

I know I have to use some types of nested query to get the result(maybe) but I have been unsuccessful.

Answer 1

I have a table in SQL, that looks a little similar to the table below:

[enter image description here]

My goal is to generate a first and Last Transaction report. I want to know when did customer X make their first purchase and what is the date of their most recent purchase. I would like to group my results by Store and add all the transaction if they happen on the same day.

For instance, if John do made 2 expenses at walmart on Jan 15th and that's their most recent transaction, I would like those two expenses to be Summed in my report.

Here is the final result I'd expect from a table like on the example above:

[enter image description here]

With what I have tried so far, I am only getting 1 value back

The SQL looks a little similar to

Select 
SN
, SID
, CustomerName
, BankAccount
, Min(TransDate)
, Max(TransDate)
, price
, store
From transaction
GROUp by 
SN
, SID
, CustomerName
, BankAccount
, Min(TransDate)
, Max(TransDate)
, price
, store

I know I have to use some types of nested query to get the result(maybe) but I have been unsuccessful.

Answer 2

I would try and pull out the customer info you need to filter out the rest of the data. I would start with a CTE to get the MIN and MAX dates for each customer. I would then JOIN that back up to the original table and just get the records for the Customer that are on that MAX date.

I would assume you have something that is more Unique then the customer name, and if so I would use that instead. But here is what I came up with given the data you provided:

CREATE TABLE #tmp(SerialNumber int, SearialID int,CustomerName varchar(100), BankAccount int, 
                    TranDate date, Price decimal(10,2),TracerID int,Store varchar(20))

INSERT INTO #tmp VALUES
(2,2,'Peter Smith',14564,'1/1/2021',10,756,'Kroger'),
(1,1,'John Do',12345,'1/1/2021',10,156,'Walmart'),
(1,1,'John Do',12345,'1/15/2021',5,148,'Walmart'),
(1,1,'John Do',12345,'1/15/2021',15,148,'Walmart'),
(2,2,'Peter Smith',14564,'1/12/2021',12,756,'Kroger')

;WITH CTE AS
    (
    SELECT Min(TranDate) FirstDate, Max(TranDate) LastDate, CustomerName
    FROM #tmp
    GROUP BY CustomerName
    )
SELECT T.SerialNumber,T.SearialID,T.CustomerName,t.BankAccount,C.FirstDate FirstTrans, C.LastDate,SUM(t.Price) Price,T.Store 
    FROM #tmp T
    INNER JOIN CTE C on t.CustomerName = c.CustomerName and t.TranDate = c.LastDate
GROUP BY T.SerialNumber,T.SearialID,T.CustomerName,t.BankAccount,C.FirstDate,C.LastDate,T.Store