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POHow do I pick up multiple entries from the same column for several accounts?
 

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  1. POHow do I pick up multiple entries from the same column for several accounts?
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    <p>I am working on extracting financial information from a couple of tables and summarizing it into another table. What I want is to select several account items from a balancesheet table by accountID, summing the items and then saving the result into another table. I need to do this for several clients. I have worked out part of the problem in this bit of code:</p> <pre><code>;with T1 AS ( SELECT CompanyID, QEndDate, Qtr, [50], [76] FROM ( SELECT CompanyID, ItemID, CAST(Amount AS DECIMAL(18,4)) AS Amount, QEndDate, Qtr from BalanceSheet WHERE CompanyID = 2335 AND (ItemID = 50 OR ItemID = 76) AND Amount &lt;&gt; '-' AND QA = 'Q' )as s PIVOT (MAX(Amount) FOR ItemID IN ([50], [76])) AS P ) UPDATE Funds SET Funds.EV = (@mCap - ([50] + [76])) / @EB FROM T1 INNER JOIN Funds ON T1.CompanyID = Funds.CompanyID </code></pre> <p>The above works fine for one Company, but I need to do several at a time.</p> <p>A little added info: The Balancesheet table contains all information as VARCHAR, hence the &lt;> '-', which some companies (but not all) use to indicate Not Applicable as opposed to zero.</p> <p>The 50 and 76 are item numbers from the Accounts table and indicate which account the amount belongs to.</p> <p>I am picking up the amounts and items from the balancesheet table and assembling them on one line so that I can then access the items, perform some math and generate a result to be stored in the Funds table. I hope that all makes sense.</p> <p>So how can I turn this into something that can perform the operations for as many customers as I need. </p> <p>Thanks, and also special thanks to all the good folks who contributed ideas and code that allowed me to get this far. </p>
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