How to select first and last records between certain date parameters? - tsql

Question

I need a Query to extract the first instance and last instance only between date parameters.
I have a Table recording financial information with financialyearenddate field linked to Company table via companyID. Each company is also linked to programme table and can have multiple programmes. I have a report to pull the financials for each company
on certain programme which I have adjusted to pull only the first and last instance (using MIN & MAX) however I need the first instance.
after a certain date parameter and the last instance before a certain date parameter.
Example: Company ABloggs has financials for 1999,2000,2001,2004,2006,2007,2009 but the programme ran from 2001 to 2007 so I only want
the first financial record and last financial record between those years i.e. 2001 & 2007 records. Any help appreciated.
At the moment I am using 2 queries as I needed the data in a hurry but I need it in 1 query and only where financial year end dates are between parameters and only where there are minimum of 2 GVA records for a company.
Query1:
SELECT
gva.ccx_companyname,
gva.ccx_depreciation,
gva.ccx_exportturnover,
gva.ccx_financialyearenddate,
gva.ccx_netprofitbeforetax,
gva.ccx_totalturnover,
gva.ccx_totalwages,
gva.ccx_statusname,
gva.ccx_status,
gva.ccx_company,
gva.ccx_totalwages + gva.ccx_netprofitbeforetax + gva.ccx_depreciation AS GVA,
gva.ccx_nofulltimeequivalentemployees
FROM
(
SELECT
ccx_companyname,
MAX(ccx_financialyearenddate) AS LatestDate
FROM Filteredccx_gva AS Filteredccx_gva_1
GROUP BY ccx_companyname
) AS min_1
INNER JOIN Filteredccx_gva AS gva
ON min_1.ccx_companyname = gva.ccx_companyname AND
min_1.LatestDate = gva.ccx_financialyearenddate
WHERE (gva.ccx_status = ACTUAL)
Query2:
SELECT
gva.ccx_companyname,
gva.ccx_depreciation,
gva.ccx_exportturnover,
gva.ccx_financialyearenddate,
gva.ccx_netprofitbeforetax,
gva.ccx_totalturnover,
gva.ccx_totalwages,
gva.ccx_statusname,
gva.ccx_status,
gva.ccx_company,
gva.ccx_totalwages + gva.ccx_netprofitbeforetax + gva.ccx_depreciation AS GVA,
gva.ccx_nofulltimeequivalentemployees
FROM
(
SELECT
ccx_companyname,
MIN(ccx_financialyearenddate) AS FirstDate
FROM Filteredccx_gva AS Filteredccx_gva_1
GROUP BY ccx_companyname
) AS MAX_1
INNER JOIN Filteredccx_gva AS gva
ON MAX_1.ccx_companyname = gva.ccx_companyname AND
MAX_1.FirstDate = gva.ccx_financialyearenddate
WHERE (gva.ccx_status = ACTUAL)

Answer 1

Can't you just add a where clause using the first and last date parameters. Something like this:
SELECT <companyId>, MIN(<date>), MAX(<date>)
FROM <table>
WHERE <date> BETWEEN #firstDate AND #lastDate
GROUP BY <companyId>

Answer 2

declare #programme table (ccx_companyname varchar(max), start_year int, end_year int);
insert #programme values
('ABloggs', 2001, 2007);
declare #companies table (ccx_companyname varchar(max), ccx_financialyearenddate int);
insert #companies values
('ABloggs', 1999)
,('ABloggs', 2000)
,('ABloggs', 2001)
,('ABloggs', 2004)
,('ABloggs', 2006)
,('ABloggs', 2007)
,('ABloggs', 2009);
select c.ccx_companyname, min(ccx_financialyearenddate), max(ccx_financialyearenddate)
from #companies c
join #programme p on c.ccx_companyname = p.ccx_companyname
where c.ccx_financialyearenddate >= p.start_year and c.ccx_financialyearenddate <= p.end_year
group by c.ccx_companyname
having count(*) > 1;

Answer 3

You can combine your two original queries into a single query by including the MIN and MAX aggregates in the same GROUP BY query of the virtual table. Also including COUNT() and HAVING COUNT() > 1 ensures company must have at least 2 dates. So query should look like:
SELECT
gva.ccx_companyname,
gva.ccx_depreciation,
gva.ccx_exportturnover,
gva.ccx_financialyearenddate,
gva.ccx_netprofitbeforetax,
gva.ccx_totalturnover,
gva.ccx_totalwages,
gva.ccx_statusname,
gva.ccx_status,
gva.ccx_company,
gva.ccx_totalwages + gva.ccx_netprofitbeforetax + gva.ccx_depreciation AS GVA,
gva.ccx_nofulltimeequivalentemployees
FROM
(SELECT
ccx_companyname,
ccx_status,
MIN(ccx_financialyearenddate) AS FirstDate,
MAX(ccx_financialyearenddate) AS LastDate,
COUNT(*) AS NumDates
FROM Filteredccx_gva AS Filteredccx_gva_1
WHERE (ccx_status = ACTUAL)
GROUP BY ccx_companyname, ccx_status
HAVING COUNT(*) > 1
) AS MinMax
INNER JOIN Filteredccx_gva AS gva
ON MinMax.ccx_companyname = gva.ccx_companyname AND
(MinMax.FirstDate = gva.ccx_financialyearenddate OR
MinMax.LastDate = gva.ccx_financialyearenddate)
WHERE (gva.ccx_status = MinMax.ccx_status)
ORDER BY gva.ccx_companyname, gva.ccx_financialyearenddate