I've managed to get some ordered results using ROW_NUMBER()
and partitioned by the Country code and client ref, ordered by the date of the quote. The ROW_NUMBER()
column is called PRank.
CountryCode ¦ ClientRef ¦ Quote Ref ¦ Name ¦ Address ¦ PostCode ¦ PreferencesCode ¦ QuoteDate ¦ PolicyType ¦ PRank ¦
0 AABB001 AABB001MB1 Mr A Smith 1 Country Lane WA21 2PU 5934611 2017-03-18 00:00:00 MB 1
0 AABB001 AABBMM1MB2 Mr A Smith 1 Country Lane WA21 2PU 5934611 2017-03-18 00:00:00 MB 2
0 AABB001 AABBMM1MB3 Mr A Smith 1 Country Lane WA21 2PU 5934611 2017-03-18 00:00:00 MB 3
0 BBGG003 BBGG003MB1 Mrs B Jones 2 City Road M1 3XY 312191 2017-09-02 00:00:00 MB 1
This is the code for my ROW_NUMBER()
column:
ROW_NUMBER() OVER(PARTITION BY CountryCode, ClientRef, QuoteDate
ORDER BY QuoteDate DESC, PolicyRef asc)
There are a lot of results like the last row; they only count to 1 because the customer just had one quote on the date in question. I want to eliminate those rows without removing any rows from the customer results where multiple quotes occured on the same date (i.e. I still want to see all three rows of the first customer in the results above) so I figured by using a CTE and filtering on the ROW_NUMBER would cause me to lose data from the results that I still need to see.
I was trying to do something with HAVING and summing the PRank column but I couldn't figure out the grouping as I don't want to actually aggregate the data, just get rid of any rows where a ClientRef only has one QuoteRef per day.
If you're looking for customers with more than 1 quote in a day the a CTE would still be the best way to go.
Assuming this is against the ic_dapolicy
view in InfocentrePlus (this is obviously OpenGI data, and the icp tables aren't as easy to use) then you're query would be something like:
WITH Quotes AS(
SELECT *,
COUNT(*) OVER (PARTITION BY PPY.B@, PPY.Ref@) AS ClientQuotes
FROM ic_Dapolicy PPY
WHERE PPY.Quote_date = @Quote_date) --If you aren't filtering on Quote_date in your where, add it to the PARTITION BY clause
SELECT [YourColumns]
FROM Quotes
WHERE ClientQuotes > 1;