Using CASE Statement With ROLL UP Function

Question

I'm lumping together several DischargeType values into one category named 'Appeals'. This works fine but the aggregate field MIN(DateReceived) is causing the results to produce 1 DateReceived value for every Appeals type when I just want one for the whole category of Appeals. I thought I could just add the same CASE statement in the GROUP BY clause but I don't know how to do this with the ROLL UP function. The NULL value in the last row is the totals row. Thanks

<PRE>
CREATE PROCEDURE [dbo].[p_ReportMonthlySAEProcessing] 
@StartDate smalldatetime = NULL,
@EndDate smalldatetime = NULL
AS
BEGIN
    SELECT
    CASE  
        WHEN DischargeType = 'dqs' THEN 'Disqualifying Status'
        WHEN DischargeType = 'fraud' THEN 'Fraud'
        WHEN DischargeType = 'id theft' THEN 'ID Theft'
        WHEN DischargeType = 'unenforceable' THEN 'Unenforceable'
        WHEN DischargeType = 'unp' THEN 'Unpaid Refund'
        WHEN DischargeType = 'uns' THEN 'Unauthorized Signature/Payment'
        WHEN DischargeType IN ('atb appeal', 'cls appeal','dqs appeal','id 
        theft appeal','unp appeal','uns appeal') THEN 'Appeals'            
    END AS DischargeType 
   ,SUM(CASE WHEN (DateReceived > @StartDate AND DateReceived < DATEADD(dd, 
1, @EndDate)) THEN 1 ELSE 0 END) AS Claims_Received
   ,SUM(CASE WHEN (DateCompleted > @StartDate AND DateCompleted < 
DATEADD(dd, 1, @EndDate)) THEN 1 ELSE 0 END) AS Claims_Completed
   ,SUM(CASE WHEN DateCompleted IS NULL THEN 1 ELSE 0 END) AS Claims_Pending
   ,MIN(DateReceived) AS [Oldest_Claim]     
FROM 
Claims
GROUP BY 
    DischargeType WITH ROLLUP      
ORDER BY 
    CASE WHEN DischargeType IS NULL THEN 1 ELSE 0 END, DischargeType</pre>

Current Results:

Desired Results:

Answer 1

I would use a CTE https://docs.microsoft.com/en-us/sql/t-sql/queries/with-common-table-expression-transact-sql?view=sql-server-2017

WITH claimsGrp AS (
   SELECT
    CASE  
        WHEN DischargeType = 'dqs' THEN 'Disqualifying Status'
        WHEN DischargeType = 'fraud' THEN 'Fraud'
        WHEN DischargeType = 'id theft' THEN 'ID Theft'
        WHEN DischargeType = 'unenforceable' THEN 'Unenforceable'
        WHEN DischargeType = 'unp' THEN 'Unpaid Refund'
        WHEN DischargeType = 'uns' THEN 'Unauthorized Signature/Payment'
        WHEN DischargeType IN ('atb appeal', 'cls appeal','dqs appeal','id 
        theft appeal','unp appeal','uns appeal') THEN 'Appeals'            
    END AS DischargeType 
   ,
   CASE WHEN (DateReceived > @StartDate AND DateReceived < DATEADD(dd, 
1, @EndDate)) THEN 1 ELSE 0 END AS Claims_Received
   ,CASE WHEN (DateCompleted > @StartDate AND DateCompleted < 
DATEADD(dd, 1, @EndDate)) THEN 1 ELSE 0 END AS Claims_Completed
   ,CASE WHEN DateCompleted IS NULL THEN 1 ELSE 0 END AS Claims_Pending
   ,DateReceived AS [Oldest_Claim]     
FROM 
Claims)

SELECT claimsGrp.DischargeType,
       SUM(claimsGrp.Claims_Received),
       SUM(claimsGrp.Claims_Completed),
       SUM(claimsGrp.Claims_Pending)
       min([Oldest_Claim])
        FROM claimsGrp
GROUP BY 
    DischargeType WITH ROLLUP      
ORDER BY 
    CASE WHEN DischargeType IS NULL THEN 1 ELSE 0 END, DischargeType

Answer 2

You need value construct :

SELECT cc.DischargeType,
       . . .
FROM Claims c CROSS APPLY (
        VALUES (CASE WHEN DischargeType = 'dqs' THEN 'Disqualifying Status'
                     WHEN DischargeType = 'fraud' THEN 'Fraud'
                     WHEN DischargeType = 'id theft' THEN 'ID Theft'
                     WHEN DischargeType = 'unenforceable' THEN 'Unenforceable'
                     WHEN DischargeType = 'unp' THEN 'Unpaid Refund'
                     WHEN DischargeType = 'uns' THEN 'Unauthorized Signature/Payment'
                     WHEN DischargeType IN ('atb appeal', 'cls appeal','dqs appeal','id 
    theft appeal','unp appeal','uns appeal') THEN 'Appeals'            
                END)
      ) cc (DischargeType)
GROUP BY cc.DischargeType WITH ROLLUP;