Conditional Case Calculations Multiple Tables?

Apr 20, 2014

I have 4 tables involved here. The priority table is TABLE1:

NAMEID TRANDATE TRANAMT RMPROPID TOTBAL
000001235 04/14/2014 335 A0A00 605
000001234 04/14/2014 243 A0A01 243
000001236 04/14/2014 425 A0A02 500

TRANAMT being the amount paid & TOTBAL being the balance due per the NAMEID & RMPROPID specified.

The other table includes a breakdown of the total balance, in a manner of speaking, by charge code (thru a SUM(OPENAMT) query of DISTINCT CHGCODE

TABLE2

NAMEID TRANDATE TRANAMT RMPROPID CHGCODE OPENAMT
000001234 04/01/2014 400 A0A01 ARC 0
000001234 04/05/2014 -142 A0A01 ARC 228
000001234 04/10/2014 15 A0A01 ALT 15
000001235 04/01/2014 400 A0A00 ARC 400
000001235 04/05/2014 50 A0A00 ALT 50
000001235 04/10/2014 105 A0A00 ACF 105
000001235 04/11/2014 50 A0A00 ADR 50
000001236 04/01/2014 500 A0A02 ARC 500

The other table stores the priority order of the charge codes

TABLE3

CHGCODE PRIORITY DESCRPTN
ACF 1 Court fee
ALT 2 Late fee
ANS 3 NSF fee
ARC 4 Rent
ADR 5 Repair
AUR 6 Utility

While the forth stores the customer data:

TABLE4

NAMEID RMPROPID FIRSTNAME LASTNAME NAMEGROUP
000001234 A0A01 Jane Doe 000001234
000001235 A0A00 John White 000001235
000001236 A0A02 John Smith 000001236
000001237 A0A02 Jennifer Smith 000001236

This table's importance comes by the inclusion of the NAMEGROUP. This way if an account has multiple NAMEIDs, it can be kept straight by their shared NAMEGROUP.

I am trying to create a report using queries that will:

A) calculate the sum of the OPENAMT per NAMEGROUP per DISTINCT CHGCODE B) count the number of records (DISTINCT CHGCODEs) per DISTINCT NAMEID in ORDER by the CHGCODE PRIORITY Then C) calculate a case query whereas:

CASE WHERE
TABLE1.TRANAMT=> the calculated sum of the highest priority CHGCODE THEN 'TABLE1.TRANAMT'
ELSE WHERE TABLE1.TRANAMT <= the calculated sum of the highest priority CHGCODE
THEN 'the calculated sum of the highest priority CHGCODE'
...then...
CASE WHERE

[Code] ....

The results should be something like:

NAMEID TRANDATE TRANAMT RMPROPID CHGCODE APPLAMT
000001235 04/14/2014 335 A0A00 ACF 105
000001235 04/14/2014 335 A0A00 ALT 15
000001235 04/14/2014 335 A0A00 ARC 215
000001234 04/14/2014 243 A0A01 ALT 15
000001234 04/14/2014 243 A0A01 ARC 228
000001236 04/14/2014 425 A0A02 ARC 425

Also with a remaining balance (per CHGCODE) column.I can't figure out how to word the queries.

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In addition to what I have in my script below, I also need to include the following clauses:

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2. where TransPerPaySequence.FinancialYTDCode like '2008', and e.EmployeeStatusCode like 'CASUAL' and p.PositionGroupCode like 'AC', then instead of using the divisor of 72 or 35, it needs to be 31.

I would really appreciate any assistance that can be provided.

Thanks


SELECT DISTINCT
pc.PositionClassificationCode, pc.Description AS positionclass, pg.PositionGroupCode, pg.Description AS positiongroup, p.Description AS position,
e.PreferredName + ' ' + e.LastName AS employeename, SUM(ha.Quantity)
/ ((CASE p2.PositionGroupCode WHEN 'AC' THEN 72 WHEN 'AL' THEN 75 WHEN 'EX' THEN 80 WHEN 'MG' THEN 80 WHEN 'SM' THEN 80 END) *
(SELECT COUNT(DISTINCT PaySequence) AS Expr1
FROM TransPerPaySequence
WHERE (PayPeriodCode LIKE 'EIT') AND (Closed = '1') AND (Description LIKE 'St%'))) AS FTE,
(SELECT COUNT(DISTINCT PaySequence) AS Expr1
FROM TransPerPaySequence AS TransPerPaySequence_1
WHERE (PayPeriodCode LIKE 'EIT') AND (Closed = '1') AND (Description LIKE 'St%')) AS payseq
FROM HistoricalAllowance AS ha LEFT OUTER JOIN
Position AS p ON ha.PositionCode = p.PositionCode LEFT OUTER JOIN
PositionGroup AS pg ON p.PositionGroupCode = pg.PositionGroupCode LEFT OUTER JOIN
PositionClassification AS pc ON p.PositionClassificationCode = pc.PositionClassificationCode LEFT OUTER JOIN
WAP ON ha.WAPCode = WAP.WAPCode LEFT OUTER JOIN
Employee AS e ON ha.EmployeeCode = e.EmployeeCode LEFT OUTER JOIN
Position AS p2 ON e.PositionCode = p2.PositionCode LEFT OUTER JOIN
TransPerPaySequence AS tpps ON ha.PaySequence = tpps.PaySequence
WHERE (e.EmployeeCode IN ('83', '739')) AND (ha.AllowanceCode IN ('005', '201', '203', '101')) AND (tpps.FinancialYTDCode LIKE '2007%')
GROUP BY pc.PositionClassificationCode, pg.PositionGroupCode, pc.Description, pg.Description, p.Description, e.PreferredName, e.LastName,
p2.PositionGroupCode

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