CRM 报表中的 SQL 查询

Question

CRM 中的“案例”有一个名为“状态”的字段，其中包含四个选项。

我正在尝试 在 CRM 中构建一个报告，用一年中的每一周（每一行是不同的一周）填充表格，然后计算具有每个状态选项的案例数量（列将是每个状态选项）。

表格应该是这样的

         Status 1    Status 2    Status 3
Week 1       3         55          4
Week 2       5         23          5
Week 3       14        11          33

到目前为止，我有以下内容：

SELECT 
    SUM(case WHEN status = 1 then 1 else 0 end) Status1,
    SUM(case WHEN status = 2 then 1 else 0 end) Status2,
    SUM(case WHEN status = 3 then 1 else 0 end) Status3,
    SUM(case WHEN status = 4 then 1 else 0 end) Status4,
    SUM(case WHEN status = 5 then 1 else 0 end) Status5
FROM [DB].[dbo].[Contact]

这给了我以下信息：

Status 1   Status 2   Status 3  
   2         43          53

现在我需要以某种方式将过去一年的数据拆分为 52 行，并按日期过滤这些结果（联系人表中的列）。我对 SQL 查询和 CRM 有点陌生 - 这里的任何帮助将不胜感激。

这是一个包含我的进度和示例数据的 SQLFiddle：http://sqlfiddle.com/#!2/85b19/1

Answer 1

听起来你想group by a range。诀窍是创建一个代表每个范围的新字段（每年为您一个）并按此分组。

由于您似乎还想要无限范围的日期，所以 marc_s 有一个很好的总结，说明了如何以通用方式使用日期进行分组：SQL group by frequency within a date range

Answer 2

所以，让我们分解一下：

您想要制作一份报告，按周为每个联系人显示该联系人注册的案例数量的明细，该明细分为三列，每个 StateCode 列。

如果是这种情况，那么您需要为每个联系人提供 52 条日期记录（左右）。对于类似日历的请求，最好有一个单独的日历表，让您从中查询。 Dan Guzman 有一个 blog entry，它创建了一个有用的日历表，我将在查询中使用它。

WITH WeekNumbers AS
(
    SELECT
        FirstDateOfWeek,
         -- order by first date of week, grouping calendar year to produce week numbers
        WeekNumber = row_number() OVER (PARTITION BY CalendarYear ORDER BY FirstDateOfWeek)
    FROM
        master.dbo.Calendar -- created from script
    GROUP BY
        FirstDateOfWeek,
        CalendarYear
), Calendar AS
(
    SELECT
        WeekNumber =
        (
            SELECT
                WeekNumber
            FROM
                WeekNumbers WN
            WHERE
                C.FirstDateOfWeek = WN.FirstDateOfWeek
        ),
        *
    FROM
        master.dbo.Calendar C
    WHERE
        CalendarDate BETWEEN '1/1/2012' AND getutcdate()
)

SELECT
    C.FullName,
    ----include the below if the data is necessary
    --Cl.WeekNumber,
    --Cl.CalendarYear,
    --Cl.FirstDateOfWeek,
    --Cl.LastDateOfWeek,
    'Week: ' + CAST(Cl.WeekNumber AS VARCHAR(20))
    + ', Year: ' + CAST(Cl.CalendarYear AS VARCHAR(20)) WeekNumber
FROM
    CRM.dbo.Contact C
    -- use a cartesian join to produce a table list
    CROSS JOIN
        (
            SELECT
                DISTINCT WeekNumber,
                CalendarYear,
                FirstDateOfWeek,
                LastDateOfWeek
            FROM
                Calendar
        ) Cl
ORDER BY
    C.FullName,
    Cl.WeekNumber

这与 Ben 链接到的解决方案不同，因为 Marc 的查询只返回有匹配值的周数，而您可能希望也可能不想查看没有活动的周数。

一旦您按上述方式逐周拆分核心联系人表（或针对您的特定时间段进行更改），您只需为每个 StateCode 添加一个子查询，以查看列中的细分，如下面的最终查询。

WITH WeekNumbers AS
(
    SELECT
        FirstDateOfWeek,
        WeekNumber = row_number() OVER (PARTITION BY CalendarYear ORDER BY FirstDateOfWeek)
    FROM
        master.dbo.Calendar
    GROUP BY
        FirstDateOfWeek,
        CalendarYear
), Calendar AS
(
    SELECT
        WeekNumber =
        (
            SELECT
                WeekNumber
            FROM
                WeekNumbers WN
            WHERE
                C.FirstDateOfWeek = WN.FirstDateOfWeek
        ),
        *
    FROM
        master.dbo.Calendar C
    WHERE
        CalendarDate BETWEEN '1/1/2012' AND getutcdate()
)

SELECT
    C.FullName,
    --Cl.WeekNumber,
    --Cl.CalendarYear,
    --Cl.FirstDateOfWeek,
    --Cl.LastDateOfWeek,
    'Week: ' + CAST(Cl.WeekNumber AS VARCHAR(20)) +', Year: ' + CAST(Cl.CalendarYear AS VARCHAR(20)) WeekNumber,
    (
        SELECT
            count(*)
        FROM
            CRM.dbo.Incident I
            INNER JOIN CRM.dbo.StringMap SM ON
                I.StateCode = SM.AttributeValue
            INNER JOIN 
                (
                    SELECT
                        DISTINCT ME.Name,
                        ME.ObjectTypeCode
                    FROM
                        CRM.MetadataSchema.Entity ME
                ) E ON
                SM.ObjectTypeCode = E.ObjectTypeCode
        WHERE
            I.ModifiedOn >= Cl.FirstDateOfWeek 
            AND I.ModifiedOn < dateadd(day, 1, Cl.LastDateOfWeek)
            AND E.Name = 'incident'
            AND SM.AttributeName = 'statecode'
            AND SM.LangId = 1033
            AND I.CustomerId = C.ContactId
            AND SM.Value = 'Active'
    ) ActiveCases,
    (
        SELECT
            count(*)
        FROM
            CRM.dbo.Incident I
            INNER JOIN CRM.dbo.StringMap SM ON
                I.StateCode = SM.AttributeValue
            INNER JOIN 
                (
                    SELECT
                        DISTINCT ME.Name,
                        ME.ObjectTypeCode
                    FROM
                        CRM.MetadataSchema.Entity ME
                ) E ON
                SM.ObjectTypeCode = E.ObjectTypeCode
        WHERE
            I.ModifiedOn >= Cl.FirstDateOfWeek 
            AND I.ModifiedOn < dateadd(day, 1, Cl.LastDateOfWeek)
            AND E.Name = 'incident'
            AND SM.AttributeName = 'statecode'
            AND SM.LangId = 1033
            AND I.CustomerId = C.ContactId
            AND SM.Value = 'Resolved'
    ) ResolvedCases,
    (
        SELECT
            count(*)
        FROM
            CRM.dbo.Incident I
            INNER JOIN CRM.dbo.StringMap SM ON
                I.StateCode = SM.AttributeValue
            INNER JOIN 
                (
                    SELECT
                        DISTINCT ME.Name,
                        ME.ObjectTypeCode
                    FROM
                        CRM.MetadataSchema.Entity ME
                ) E ON
                SM.ObjectTypeCode = E.ObjectTypeCode
        WHERE
            I.ModifiedOn >= Cl.FirstDateOfWeek 
            AND I.ModifiedOn < dateadd(day, 1, Cl.LastDateOfWeek)
            AND E.Name = 'incident'
            AND SM.AttributeName = 'statecode'
            AND SM.LangId = 1033
            AND I.CustomerId = C.ContactId
            AND SM.Value = 'Canceled'
    ) CancelledCases
FROM
    CRM.dbo.Contact C
    CROSS JOIN
        (
            SELECT
                DISTINCT WeekNumber,
                CalendarYear,
                FirstDateOfWeek,
                LastDateOfWeek
            FROM
                Calendar
        ) Cl
ORDER BY
    C.FullName,
    Cl.WeekNumber