I am trying to insert/update records into a table using insert/update logic.
Background: Base table has customer records for each state and all of them have a rank within the state. I am trying to insert new customer records to each state with a rank higher than maximum rank within each state or move customer from one state to another with the same rank logic.
As you could see, when customer 101 moves from OH to CA it got rank 1 since CA does not have any records, at the same time when another customer (201) got added to CA it got rank 2 since rank 1 is already occupied by customer 101.
Similarly for customer 112, it got added to OH and since its max rank is 10, this new customer will get a rank of 11 and so on.
What I tried: I have designated customer ID as primary key in the base table and tried to load the Update/Insert records using insert/update logic. However, I am unable to find a logic to get the Rank working. I have attached the data file I am using as well. Thank you
Base Table
Customer ID | State | Region | Rank | Revenue | Margin | Profit |
101 | OH | East | 1 | 1400 | 10 | 140 |
102 | OH | East | 2 | 1250 | 15 | 188 |
103 | OH | East | 3 | 500 | 8 | 400 |
104 | OH | East | 4 | 600 | 8 | 40 |
105 | OH | East | 5 | 900 | 12 | 100 |
106 | OH | East | 6 | 850 | 15 | 80 |
107 | OH | East | 7 | 7000 | 10 | 700 |
108 | OH | East | 8 | 6300 | 20 | 1200 |
109 | OH | East | 9 | 3300 | 12 | 300 |
110 | OH | East | 10 | 3100 | 11 | 320 |
Update/Insert Records
Customer ID | State | Region |
101 | CA | West |
201 | CA | West |
112 | OH | East |
Desired State (Expected Output)
Customer ID | State | Region | Rank | Revenue | Margin | Profit | Comment |
102 | OH | East | 2 | 1250 | 15 | 188 | |
103 | OH | East | 3 | 500 | 8 | 400 | |
104 | OH | East | 4 | 600 | 8 | 40 | |
105 | OH | East | 5 | 900 | 12 | 100 | |
106 | OH | East | 6 | 850 | 15 | 80 | |
107 | OH | East | 7 | 7000 | 10 | 700 | |
108 | OH | East | 8 | 6300 | 20 | 1200 | |
109 | OH | East | 9 | 3300 | 12 | 300 | |
110 | OH | East | 10 | 3100 | 11 | 320 | |
112 | OH | East | 11 | New Customer added to OH | |||
101 | CA | West | 1 | 1400 | 10 | 140 | Customer moved from OH to CA |
201 | CA | West | 2 | New Customer added to CA |
User | Count |
---|---|
18 | |
14 | |
13 | |
9 | |
8 |