Grouping into one Row

user063136

I want to be able to group the parent_wID field so that it is one row per entry. As you can see, the Retail/Wholesale columns are build from beast modes from a separate field. This is the syntax i used to separate those. 

 

"Retail"

(CASE
when `Loan_Originator_Type` = 'Retail' THEN 'Yes'
else 0

end)

 

"Wholesale"

(CASE
when `Loan_Originator_Type` = 'Wholesale' THEN 'Yes'
else 0

end)

 

Unfortunately this spits out multiple rows, but I would like to aggregate and group everything into just the parent_wID.

GrantSmith

"Retail"

MAX(CASE
when `Loan_Originator_Type` = 'Retail' THEN 'Yes'
else 0

end)

 

"Wholesale"

MAX(CASE
when `Loan_Originator_Type` = 'Wholesale' THEN 'Yes'
else 0

end)

GrantSmith

Hi @user063136 

A quick hack would be to aggregate these columns in Analyzer with a max() function which would cause Yes to override your 0 value. This is assuming the rest of the data you're displaying isn't unique or it's aggregated.

user063136

Could you explain how that works? Not sure what you mean.

GrantSmith

"Retail"

MAX(CASE
when `Loan_Originator_Type` = 'Retail' THEN 'Yes'
else 0

end)

 

"Wholesale"

MAX(CASE
when `Loan_Originator_Type` = 'Wholesale' THEN 'Yes'
else 0

end)

user063136

oh that worked thank you so much!

jaeW_at_Onyx

@GrantSmith and @user063136 ,

judging from the results of your original post it looks like, for one parentID there can be both Retail and Wholsale loan originator types. If that weren't the case, then you shouldn't get multiple rows per parent.

 

"Retail"

(CASE
when `Loan_Originator_Type` = 'Retail' THEN 'Yes'
else 0

end)

 

"Wholesale"

(CASE
when `Loan_Originator_Type` = 'Wholesale' THEN 'Yes'
else 0

end)

 

Given that you only want ONE response, I would put my aggregation INSIDE the CASE statement.

CASE

WHEN SUM (CASE WHEN LoanType = 'retail' THEN 1 else 0 END) > 0 THEN 'Retail'

END

 

Why is this better?  Improved transparency and increased code recycling

 

With MAX(CASE ...) you can't answer the follow-up question: "how many retail loans are there" with the same logic.  You might say, "but Jae each parent only has 1 loan originator." that may be true, but when i roll my data up to a higher level of aggregation, i want to build logic that still works.

 

By starting with SUM(CASE WHEN 'retail'  then 1 else 0 end) as the base metric, i can validate (without hacks) the assumptions about my data AND aggregate reliably to different levels.