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jbulldog
Starting Member

USA
21 Posts

Posted - 04/16/2013 :  23:25:24  Show Profile  Reply with Quote

I am looking for the right way to determine a missing service from all similar client accounts. We have six different regions with multiple clients. Only One region has this specific service for all of its regional clients. This service is mandatory, so all client accounts must have/show this service. Each client account has a "Portfolio" containing all the offered services.

What I want to do is to run a query to find all portfolios for Region 1 where this specific service is missing for this one region. Since all Portfolios across the six regions are set up the same way a simple WHERE NOT EXIST statement will return thousands of records that are irrelevant since they don't contain this service already. The following code actually returns no results, 0 rows"


SELECT  dbo.ACCOUNT.PORTFOLIO
FROM    dbo.ACCOUNT
        INNER JOIN dbo.SERVICES
        ON dbo.ACCOUNT.PORT_ROW_ID = dbo.SERVICES.ROW_ID
      
WHERE EXISTS (SELECT dbo.ACCOUNT.PORTFOLIO
                 FROM   dbo.ACCOUNT
                   WHERE  dbo.ACCOUNT.REGION = 'R1')
AND NOT EXISTS 
           (SELECT  dbo.ACCOUNT.PORTFOLIO
                FROM   dbo.ACCOUNT
                  WHERE  dbo.DM_SERVICES.SERVICE = 'MISSING_SERVICE')


Any help or alternative suggestions would be greatly appreciated.

bandi
Flowing Fount of Yak Knowledge

India
2202 Posts

Posted - 04/17/2013 :  00:25:00  Show Profile  Reply with Quote
--May be this?
SELECT  dbo.ACCOUNT.PORTFOLIO
FROM    dbo.ACCOUNT
        INNER JOIN dbo.SERVICES
        ON dbo.ACCOUNT.PORT_ROW_ID = dbo.SERVICES.ROW_ID
WHERE dbo.ACCOUNT.REGION = 'R1' AND dbo.SERVICES.SERVICE != 'MISSING_SERVICE'


--
Chandu
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visakh16
Very Important crosS Applying yaK Herder

India
52309 Posts

Posted - 04/17/2013 :  00:58:01  Show Profile  Reply with Quote
shouldnt this suffice?

SELECT  dbo.ACCOUNT.PORTFOLIO
FROM    dbo.ACCOUNT
        INNER JOIN dbo.SERVICES
        ON dbo.ACCOUNT.PORT_ROW_ID = dbo.SERVICES.ROW_ID
GROUP BY dbo.ACCOUNT.PORTFOLIO
HAVING SUM(CASE WHEN dbo.ACCOUNT.REGION = 'R1'
                AND dbo.DM_SERVICES.SERVICE = 'MISSING_SERVICE'
                THEN 1
                ELSE 0 
           END
          ) = 0


------------------------------------------------------------------------------------------------------
SQL Server MVP
http://visakhm.blogspot.com/
https://www.facebook.com/VmBlogs
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jbulldog
Starting Member

USA
21 Posts

Posted - 04/17/2013 :  07:28:03  Show Profile  Reply with Quote
Thanks for the speedy replys! Chandu When I change the query to what you submitted I still get 0 rows returned. I originally thought of != but the NOT EXISTS statement seemed a better fit. Thanks though.

Visakh when I run your code changes it returned only 5 rows. I'm sure there is more than that missing. But two of the rows where from different regions which would not have that service anyway.

The other three were from the correct region but each had the service already. In which case thousands of rows should have been returned sense most of the region's accounts already have the service in their portfolio. It seems to be maybe on the right track. Thanks for the reply!
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djj55
Constraint Violating Yak Guru

USA
313 Posts

Posted - 04/17/2013 :  13:13:15  Show Profile  Reply with Quote
I am most likely not even in the same ball park but what about:
SELECT  dbo.ACCOUNT.PORTFOLIO
FROM    dbo.ACCOUNT
INNER JOIN dbo.SERVICES
        ON dbo.ACCOUNT.PORT_ROW_ID = dbo.SERVICES.ROW_ID
WHERE dbo.ACCOUNT.REGION = 'R1' 
    AND dbo.DM_SERVICES.[SERVICE] = 'MISSING_SERVICE'


djj
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jbulldog
Starting Member

USA
21 Posts

Posted - 04/17/2013 :  13:36:07  Show Profile  Reply with Quote
Sory djj that would bring all acounts in the region with the service. there needs to be a criteria that looks for the difference between the other portfolios that have it and those that don't and select only those that are missing the specific service. The name MISSING_SERVICE is used to emphasise what I'm looking for. Thanks.
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MIK_2008
Flowing Fount of Yak Knowledge

Pakistan
1052 Posts

Posted - 04/17/2013 :  13:53:01  Show Profile  Reply with Quote
How about this

SELECT dbo.ACCOUNT.PORTFOLIO
FROM dbo.ACCOUNT
INNER JOIN dbo.SERVICES
ON dbo.ACCOUNT.PORT_ROW_ID = dbo.SERVICES.ROW_ID
WHERE dbo.ACCOUNT.REGION = 'R1'
AND Not Exists
(SELECT dbo.ACCOUNT.PORTFOLIO
FROM dbo.ACCOUNT X
WHERE X.SERVICE = 'MISSING_SERVICE'
AND X.PORT_ROW_ID=dbo.ACCOUNT.PORT_ROW_ID)

Cheers
MIK
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jbulldog
Starting Member

USA
21 Posts

Posted - 04/17/2013 :  15:46:20  Show Profile  Reply with Quote
Hi MIK I tried your code but got this string of error messages:

"Msg 207, Level 16, State 1, Line 8
Invalid column name 'SERVICES'.
Msg 4104, Level 16, State 1, Line 8
The multi-part identifier "dbo.ASSETS.PORT_ROW_ID" could not be bound."

I should mention I have limited access to this one database and cannot create or write to it, only query.

Modifying your code cleared the errors but still returned 0 rows. What I Modified:

SELECT     dbo.ACCOUNT.PORTFOLIO_NAME
FROM       dbo.ACCOUNT INNER JOIN
             dbo.SERVICES ON dbo.ACCOUNT.PORT_ROW_ID =  
               dbo.SERVICES.ROW_ID
WHERE      dbo.ACCOUNT.REGION = 'R1'
             AND NOT EXISTS
                (SELECT dbo.ACCOUNT.PORTFOLIO_NAME 
                 FROM dbo.SERVICES X
                   WHERE X.SERVICE_NAME = 'MISSING_SERVICE')


Thanks for the effort!

Cheers

James

Edited by - jbulldog on 04/17/2013 15:52:37
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visakh16
Very Important crosS Applying yaK Herder

India
52309 Posts

Posted - 04/18/2013 :  01:59:56  Show Profile  Reply with Quote
quote:
Originally posted by jbulldog

Thanks for the speedy replys! Chandu When I change the query to what you submitted I still get 0 rows returned. I originally thought of != but the NOT EXISTS statement seemed a better fit. Thanks though.

Visakh when I run your code changes it returned only 5 rows. I'm sure there is more than that missing. But two of the rows where from different regions which would not have that service anyway.

The other three were from the correct region but each had the service already. In which case thousands of rows should have been returned sense most of the region's accounts already have the service in their portfolio. It seems to be maybe on the right track. Thanks for the reply!



can you show sample data and explain what eaxct output you expect out of it?

------------------------------------------------------------------------------------------------------
SQL Server MVP
http://visakhm.blogspot.com/
https://www.facebook.com/VmBlogs
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MIK_2008
Flowing Fount of Yak Knowledge

Pakistan
1052 Posts

Posted - 04/18/2013 :  06:51:31  Show Profile  Reply with Quote
You've not used the query I proposed. However, just looked at your actual question again and I see one thing confusing which needs explanation


SELECT dbo.ACCOUNT.PORTFOLIO
FROM dbo.ACCOUNT
INNER JOIN dbo.SERVICES
ON dbo.ACCOUNT.PORT_ROW_ID = dbo.SERVICES.ROW_ID

WHERE EXISTS (SELECT dbo.ACCOUNT.PORTFOLIO
FROM dbo.ACCOUNT
WHERE dbo.ACCOUNT.REGION = 'R1')
AND NOT EXISTS
(SELECT dbo.ACCOUNT.PORTFOLIO
FROM dbo.ACCOUNT
WHERE dbo.DM_SERVICES.SERVICE = 'MISSING_SERVICE')

I don't see any table used with the name DM_Services in your whole query. Where it comes from? Seems either you have provided just a part of your query or its a typo.


Secondly, what I suggested is

SELECT
A.PORTFOLIO
FROM dbo.ACCOUNT A
INNER JOIN dbo.[SERVICES] B
ON A.PORT_ROW_ID = B.ROW_ID
WHERE A.REGION = 'R1'
AND Not Exists
(SELECT 1
FROM dbo.ACCOUNT X
WHERE X.SERVICE = 'MISSING_SERVICE'
AND X.PORT_ROW_ID=A.PORT_ROW_ID) -- this outer reference is missed when you modified my query.
What this reference does, is that it looks for a record having "missing_service" in the account table for a particular Port_Row_ID (coming from the joining tables). If exist any, that particular Port_Row_ID will be excluded from the result set.
Replace the bold (font) column with the one that stores the information 'MISSING_SERVICE' of the Account table. And see if it is of any help? If the information is not stored in Account table then use the correct table and make an outer reference for it accordingly.


Cheers
MIK

Edited by - MIK_2008 on 04/18/2013 06:54:18
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jbulldog
Starting Member

USA
21 Posts

Posted - 04/18/2013 :  07:24:23  Show Profile  Reply with Quote
Here is the actual code I use. The joins are the minimum necesSary to return results. This code produces the results below showing what it is I have:

SELECT     DISTINCT dbo.DM_ASSETS.PORTFOLIO_NAME, dbo.DM_SERVICES.SERVICE_NAME
FROM         dbo.DM_ASSETS INNER JOIN
                      dbo.DM_SERVICE_JOIN ON dbo.DM_ASSETS.PORT_ROW_ID = dbo.DM_SERVICE_JOIN.PORTFOLIO_ID INNER JOIN
                      dbo.DM_SERVICES ON dbo.DM_SERVICE_JOIN.SERVICE_ID = dbo.DM_SERVICES.ROW_ID
WHERE      dbo.DM_ASSETS.COUNTRY = 'USA'
             AND dbo.DM_SERVICES.SERVICE_NAME = 'US - ALL BENEFITS NOT LISTED'


This is sample results of the code above this returned over 46,000 rows:

PORTFOLIO_NAME                  SERVICE_NAME
10040119 - CREDIT CLASSIC	US - ALL BENEFITS NOT LISTED
10037145 - DEBIT CLASSIC	US - ALL BENEFITS NOT LISTED
10002213 - DEBIT CLASSIC	US - ALL BENEFITS NOT LISTED
10030959 - DEBIT CLASSIC	US - ALL BENEFITS NOT LISTED
10031067 - DEBIT CLASSIC	US - ALL BENEFITS NOT LISTED
10031811 - DEBIT CLASSIC	US - ALL BENEFITS NOT LISTED

What I need is to adjust the code above to find similar portfolios that are missing the posted service shown in the sample. There are six regions, only one region, the USA has this specific service, hence the code at the country level.

Now using the code above if adjusted to find the service that is missing I would expect to see something like this:

PORTFOLIO_NAME                  SERVICE_NAME
10040119 - CREDIT CLASSIC	NULL
10037145 - DEBIT CLASSIC	NULL
10002213 - DEBIT CLASSIC	NULL
10030959 - DEBIT CLASSIC	NULL
10031067 - DEBIT CLASSIC	NULL
10031811 - DEBIT CLASSIC	NULL


...and maybe only a couple hundred rows returned.

Thanks


Edited by - jbulldog on 04/18/2013 07:50:34
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visakh16
Very Important crosS Applying yaK Herder

India
52309 Posts

Posted - 04/18/2013 :  07:26:49  Show Profile  Reply with Quote
so you want the rows having service also to be returned but with value of NULL ?

------------------------------------------------------------------------------------------------------
SQL Server MVP
http://visakhm.blogspot.com/
https://www.facebook.com/VmBlogs
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MIK_2008
Flowing Fount of Yak Knowledge

Pakistan
1052 Posts

Posted - 04/18/2013 :  07:35:05  Show Profile  Reply with Quote
And a question from me too, by 'MISSING_SERVICE', you mean a value that exist in dbo.DM_SERVICES.SERVICE_NAME field?
OR you mean all portfolios that are not linked with any services?

expected result shows that you want the later one

Cheers
MIK
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jbulldog
Starting Member

USA
21 Posts

Posted - 04/18/2013 :  08:00:58  Show Profile  Reply with Quote
I don't think there will be a row for the services missing returned with NULL. Since the service is not there in those particular portfolios. I'm guesing I need the code to compare the differences in the portfolios to see those that have the service and those that don't, and list those that don't have the service. Because all portfolios have services, meaning more than one type of service.
Here is a sample of the services if I ran the above code without the service criteria:


PORTFOLIO_NAME                  SERVICE_NAME
10000000 - TEST TEMPLATE	COMMON PHONE NUMBERS
10000000 - TEST TEMPLATE	GENERAL INFORMATION
10000000 - TEST TEMPLATE	GENERAL SERVICE DESCRIPTION
10000000 - TEST TEMPLATE	LOCATOR
10000000 - TEST TEMPLATE	PROMOTIONS


does this help?
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MIK_2008
Flowing Fount of Yak Knowledge

Pakistan
1052 Posts

Posted - 04/18/2013 :  08:30:33  Show Profile  Reply with Quote
Getting it a little...

So there are three tables

1) DM_ASSETS: stores portfolio related inforamtion.
2) DM_SERVICES: Stores services related inforamtion.
3) DM_SERVICE_JOIN: a bridge/linking table that stores the primay keys of the above two tables to make their relationship.

Your requirements are to list all portfolios that are not linked with any service? Meaning that portfolio record exist in DM_ASSETS but have no corresponding records in the relationship table DM_SERVICE_JOIN, and thus not linked to any service as well?


Cheers
MIK

Edited by - MIK_2008 on 04/18/2013 08:30:59
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jbulldog
Starting Member

USA
21 Posts

Posted - 04/18/2013 :  08:35:49  Show Profile  Reply with Quote
Hi MIK! I am re-trying your code but was getting some error messages. I also had to ammend the join to reflect the code I previously posted recently because one of the tables is like a pivot table in a manner of speaking. I am going to post your version using exact column names and tables. I got it down to one error message:

Msg 102, Level 15, State 1, Line 10
Incorrect syntax near ')'.

Here's my code:

SELECT dbo.DM_ASSETS.PORTFOLIO_NAME
FROM dbo.DM_ASSETS A INNER JOIN
dbo.DM_SERVICE_JOIN C ON A.PORT_ROW_ID = C.PORTFOLIO_ID INNER JOIN
                      dbo.DM_SERVICES B ON C.SERVICE_ID = B.ROW_ID
WHERE (dbo.DM_ASSETS.COUNTRY = 'USA'
AND NOT EXISTS 
(SELECT 1
FROM dbo.DM_SERVICES X
  WHERE X.SERVICE_NAME = 'US - ALL BENEFITS NOT LISTED' 
    AND X.ROW_ID=B.ROW_ID)

Where did I go wrong?

I believe the actual service name is stored on the dbo.DM_SERVICES table in the SERVICE_NAME column.

Thanks and Cheers!
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MIK_2008
Flowing Fount of Yak Knowledge

Pakistan
1052 Posts

Posted - 04/18/2013 :  08:45:54  Show Profile  Reply with Quote
remove the paranthesis after Where clause.

--> WHERE (dbo.DM_ASSETS.COUNTRY = 'USA'

But note that this query means:
Select all portfolio_name of the US Country that are linked with any service but not with "US - ALL BENEFITS NOT LISTED".
So if a PortFolio = X is linked with Services A, B, C but not with "US - ALL BENEFITS NOT LISTED", will not come in the result set.

Cheers
MIK

Edited by - MIK_2008 on 04/18/2013 08:46:32
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MIK_2008
Flowing Fount of Yak Knowledge

Pakistan
1052 Posts

Posted - 04/18/2013 :  08:50:54  Show Profile  Reply with Quote
Just in case if all this does not help you. Then simply provide sample data in consumable format along with desired output (based on sample data). So that the team can help you out on it.

By consumable format I mean code for:
"Create Table" for the three structures that are mentioned above.
"Insert statments" for the sample data

so that the team can straight away use it and develop a query as per your requirements.
Have fun :)

Cheers
MIK
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jbulldog
Starting Member

USA
21 Posts

Posted - 04/18/2013 :  08:52:00  Show Profile  Reply with Quote
MIK,
quote:
Your requirements are to list all portfolios that are not linked with any service? Meaning that portfolio record exist in DM_ASSETS but have no corresponding records in the relationship table DM_SERVICE_JOIN, and thus not linked to any service as well?

Correct, the Portfolio Name is in the DM_ASSETS table and the Service Name is in the DM_SERVICES table but I need the DM_SERVICE_JOIN table to connect the two.

My requirement is to find the portfolios that should have the service 'US - ALL BENEFITS NOT LISTED' but don't and list them. Because all portfolios has multiple services. See my sample set above.

Cheers
James

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jbulldog
Starting Member

USA
21 Posts

Posted - 04/18/2013 :  08:58:23  Show Profile  Reply with Quote
MIK, removing the ( gets me this error message:

Msg 4104, Level 16, State 1, Line 1
The multi-part identifier "dbo.DM_ASSETS.COUNTRY" could not be bound.
Msg 4104, Level 16, State 1, Line 1
The multi-part identifier "dbo.DM_ASSETS.PORTFOLIO_NAME" could not be bound.

And of course using the group by to bound the columns gest me this:

Msg 156, Level 15, State 1, Line 6
Incorrect syntax near the keyword 'WHERE'.

Cheers
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MIK_2008
Flowing Fount of Yak Knowledge

Pakistan
1052 Posts

Posted - 04/18/2013 :  09:09:52  Show Profile  Reply with Quote
SELECT A.PORTFOLIO_NAME
FROM dbo.DM_ASSETS A
INNER JOIN dbo.DM_SERVICE_JOIN C ON A.PORT_ROW_ID = C.PORTFOLIO_ID
INNER JOIN dbo.DM_SERVICES B ON C.SERVICE_ID = B.ROW_ID
WHERE A.COUNTRY = 'USA'
AND NOT EXISTS
(SELECT 1
FROM dbo.DM_SERVICES X
WHERE X.SERVICE_NAME = 'US - ALL BENEFITS NOT LISTED'
AND X.ROW_ID=B.ROW_ID)

Cheers
MIK
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