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February 13, 2019 15:07
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In Salesforce Marketing Cloud, this query 1) find agents, who are designated with the number 1, 2) only pulls records with the purchase date of the previous month, 3) calculates age based on purchase date and birthday, 4) changes column names for a few, and 5) populates a column with the family designation based on product name.
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SELECT | |
ade.AgentSettingsID, | |
ade.AgentNumber, | |
pde.Email, | |
pde.Given_Name, | |
pde.Surname, | |
DATEDIFF(Year, pde.Date_Of_Birth, pde.Purchase_Date) AS "Age", | |
pde.Mobile AS "Mobile_Phone", | |
pde.Home AS "Home_Phone", | |
pde.MailingStreet AS "Street_Address", | |
pde.City, | |
pde.State_Foreign, | |
pde.State_Name AS "State_Domestic", | |
pde.Name_Short_English AS "Country", | |
pde.Effective_Date, | |
pde.Expiration_Date, | |
pde.Trip_Start_Date, | |
pde.Trip_End_Date, | |
pde.Policy_Name, | |
CASE | |
WHEN pde.Policy_Name LIKE 'Partial Value%' THEN ‘Product Family Name Text’ | |
... | |
ELSE 'ERROR: Not Found' | |
END as Product_Family | |
FROM AgentDataExtension ade | |
INNER JOIN PrimaryDataExtension pde ON pde.Agent_Number = ade.AgentNumber | |
WHERE ade.AgentSettingsID = 1 | |
AND DATEPART(month,pde.Purchase_Date) = DATEPART(month,DATEADD(month, -1, GETDATE())) | |
AND DATEPART(year,pde.Purchase_Date) = DATEPART(year,DATEADD(month, -1, GETDATE())) |
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