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AskSQLTeam
Ask SQLTeam Question
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 Posted - 2001-04-08 : 11:59:55
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Ken writes "I am running SQL2k on Win2k sp1. I need to match a transaction record (using txn_date) to client data as it would have appeared on the date of the transaction (using client_last_update).
A new row is inserted into my client table every time any part of the clients information changes, thereby leaving the change history in tact. The client_last_update field holds the date the change took place. It is required that the user be provided the client information that was current on the day of the transaction.
Example:
A client record (name, address, accountno) was inserted to the client table on 2/1/2000 (the last_update field is empty because it's a new record).
The client record is modified on 4/15/2000 for a name change (making the last_update = 4/15/2000), and again on 12/5/2000 (making the last_update = 12/5/2000).
Transactions are made by the client on 2/5/2000, 6/10/2000, and 3/25/2001. These dates are held in the txn_date field in the transaction table.
The client now has 3 transaction records in the transaction table for his/her account number and 3 client records in the client table.
The transaction on 2/5/2000 should be joined to the initial client record ((2/5/2000 > empty) AND (2/5/2000 < 4/15/2000))
The transaction on 6/10/2000 should be joined to the client record having the last_update = 4/15/2000 (6/10/2000 > 4/15/2000) AND (6/10/2000 < 12/5/2000))
The last transaction, executed on 3/25/2001 should be joined to the most current client record, which has last_update = 12/5/2000 (3/25/2001 > 12/5/2000).
This has got me stumped, and have spent more time running around in circles than anything else.
This is the last train of thought I was on before I finally threw in the towel:
select * from transaction
JOIN client
ON transaction.Txn_Date >= (Select Max(client.Last_Update_Date) From client Where client.Account_No = transaction.SEC_ACCT)
AND transaction.SEC_ACCT = client.Account_No" |
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Using join to match transaction to client data as of the transaction date