Finding first transaction after death of date

Question

Could anyone please help to enhance the query below,

select 
columns
from 
(
select t.*,
sum (case when TRAN_DATE >= '20170701' then 1 end)
over (partition by acct_no order by TRAN_DATE, TRAN_TIME ) as sm_i
from (
Select 
Columns
FROM 
#BASEtable DTRAN
INNER JOIN sometable 
where condition) t) t
where sm_i = 1 
order by acc_no

here is the data example, (attached)

Company Acct_no Tran_Date   Death_of_date
1   123 20170725    20170702
1   123 20170825    20170702
1   123 20170925    20170702
2   456 20191025    20200101
2   456 20191125    20200101
2   456 20191225    20200101

Result expected: Row no 1, as that is the first transaction for that account after the death_of_date

I am sorting the data based on 20170701, that is it will pick the first transaction happened after this date should be picked up which is working with the above query.

Now, i want to set the value of '20170701' with the dynamic value, ie need the first transaction of every account after its death of date..

I replaced the partition code the below code,

sum(case when tran_Date > = (select death_of_date from #basetable a where a.acct_no = t.acct_no ) then 1 end)
over partition by acct_no order by tran_Date , tran_Time) as sm_i 

but getting error saying, subquery retuned more than one result which is not application where using >, = and so on.

Please help to enhance this code in sql server. Appreciate your help in advance!

enter image description here

Answer 1

Assuming two things:

1. You have data with the four columns you have specified.
2. For each account, you want the first row meeting your date condition.

Then you can use window functions and filtering:

select t.*
from (select t.*,
             row_number() over (partition by Company, Acct_no order by Tran_Date) as seqnum
      from t
      where tran_date > death_of_date
     ) t
where seqnum = 1;