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    <p>MS SQL Server (works on 2000, 2005, 2008)</p> <pre><code>SET NOCOUNT ON CREATE TABLE #purchasers (purchaser_id int, pName varchar(20)) Insert Into #purchasers values (0, 'Non-purchaser') Insert Into #purchasers values (1, 'New purchaser') Insert Into #purchasers values (2, 'Reactivated') Insert Into #purchasers values (3, 'Lapsed') Insert Into #purchasers values (4, '2 yr Consecutive') Insert Into #purchasers values (5, '3 yr consecutive') Insert Into #purchasers values (6, '4 yr consecutive') Insert Into #purchasers values (7, '5+ year consecutive') Insert Into #purchasers values (8, 'Uncategorized') Insert Into #purchasers values (9, 'old one') CREATE TABLE #purchases (date_purchased datetime, purchases_purchaser_id int) Insert Into #purchases values ('2010/05/03', 1) Insert Into #purchases values ('2007/05/03', 2) Insert Into #purchases values ('2008/05/03', 2) Insert Into #purchases values ('2010/05/03', 2) Insert Into #purchases values ('2008/05/03', 3) Insert Into #purchases values ('2009/05/03', 3) Insert Into #purchases values ('2009/05/03', 4) Insert Into #purchases values ('2010/05/03', 4) Insert Into #purchases values ('2008/05/03', 5) Insert Into #purchases values ('2009/05/03', 5) Insert Into #purchases values ('2010/05/03', 5) Insert Into #purchases values ('2007/05/03', 6) Insert Into #purchases values ('2008/05/03', 6) Insert Into #purchases values ('2009/05/03', 6) Insert Into #purchases values ('2010/05/03', 6) Insert Into #purchases values ('2004/05/03', 7) Insert Into #purchases values ('2005/05/03', 7) Insert Into #purchases values ('2006/05/03', 7) Insert Into #purchases values ('2007/05/03', 7) Insert Into #purchases values ('2008/05/03', 7) Insert Into #purchases values ('2009/05/03', 7) Insert Into #purchases values ('2009/05/03', 7) Insert Into #purchases values ('2009/05/03', 7) Insert Into #purchases values ('2010/05/03', 7) Insert Into #purchases values ('2007/05/03', 8) Insert Into #purchases values ('2000/05/03', 9) Select p.pName, p.purchaser_id, isNull(a.[2005],0) as [Bef.2006], isNull(a.[2006],0) as [2006], isNull(a.[2007],0) as [2007], isNull(a.[2008],0) as [2008], isNull(a.[2009],0) as [2009], isNull(a.[2010],0) as [2010], isNull(a.Category, 'Non-purchaser') as Category From #purchasers p Left Join ( Select purchases_purchaser_id, [2005],[2006],[2007],[2008],[2009],[2010], Case When [2006]+[2007]+[2008]+[2009]+[2010] = 5 Then '5+ year consecutive' When [2008]+[2009]+[2010] = 3 Then '3-4 yr consecutive' When [2009]+[2010] = 2 Then '2 yr Consecutive' When [2009]=1 and [2010]=0 Then 'Lapsed' When [2008]=1 and [2009]=0 and [2010]=1 Then 'Reactivated' When [2006]+[2007]+[2008]+[2009]=0 and [2010]=1 Then 'New' When [2006]+[2007]+[2008]+[2009]+[2010] = 0 Then 'Non-purchaser in last 5 yrs' Else 'non categorized' End as Category From ( Select purchases_purchaser_id, Case When date_purchased &lt; '2006/04/01' Then 2005 Else Year(date_purchased)- Case When month(date_purchased)&lt;4 Then -1 else 0 end end as fiscalYear, count(*) as nPurchases From #purchases Group by purchases_purchaser_id, Case When date_purchased &lt; '2006/04/01' Then 2005 Else Year(date_purchased)- Case When month(date_purchased)&lt;4 Then -1 else 0 end end ) as AggData PIVOT ( count(nPurchases) for fiscalYear in ([2005],[2006],[2007],[2008],[2009],[2010]) ) pvt ) as a on p.purchaser_id=a.purchases_purchaser_id </code></pre>
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    1. POGrouping by financial year and applying these groups as filters
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    1. COThanks so much for this :) I'm afraid I'm a bit confused as to how I'd actually implement this, as the data pulled all refers to the temporary tables which have been prepopulated? Would I not need to actually create the temporary tables when redirecting this to my actual data source? Sorry if that's a stupid ask!
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    2. COThose temporary tables just simulate your data. You should change #tablenames with your real table names. I created those tables and populated data just to make testing easier - you can copy whole code and execute it to see if query returns what you expect. BTW. there are some situations that are not covered, and i marked them as "uncategorized".
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    3. COThere's also difference between Purchaser who never purchased and who didn't purchase in last 5 years. If you want to cover just current and previous 4 years (ignoring everything earlier), you can make query faster adding WHERE clause after FROM #purchases: WHERE date_purchased >= '2006/04/01'. For query below it would be WHERE date_purchased >= @OlderThan5yrs. In both queries you can remove columns [2005] and [5].
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