I am trying to get the financial data grouped by each quarter of last year and also grouped by last three weeks.
Also if it is possible to have the type as separate column with the type as the header.
This is the query I am using right now which is giving the result for last month.
Select to_char(add_months(last_day(TO_DATE(&DTE,'YYYYMMDD')),-1), 'MM') ||'-'|| to_char(add_months(last_day(TO_DATE(&DTE,'YYYYMMDD')),-1), 'YYYY') AS Month,
case
when (ap.asset = 2 or AP.ASSET_TYPE not like 'CFTD%' and
AP.ASSET_TYPE not like 'CASH%' and AP.ASSET_TYPE != 'FTL') then
'AUM'
when (AP.ASSET_TYPE like 'CFTD%') then
'Depostis'
when (AP.ASSET_TYPE like 'CASH%') then
'Cash'
when (AP.ASSET_TYPE = 'FTL') then
'Loan'
end as Type,
sum(ABS(AP.Eval_Market_Value)) as Total
from (select p.account, p.open_date as Open_Date, ac.description as RM, s.*
FROM k$portfolio p, k$client k
LEFT JOIN k$client_role cr
ON cr.client = k.id
AND cr.role = 136
LEFT JOIN k$actors ac
ON cr.actor = ac.id,
table(gtw$reporting.Statement(p.id,
2,
trunc(add_months(last_day(TO_DATE(&DTE,'YYYYMMDD')),-1)),
trunc(add_months(last_day(TO_DATE(&DTE,'YYYYMMDD')),-1)),
1,
1002,
1,
'USD')) s
wHERE s.line_type = 'P'
and k.id = p.client
and p.id = s.portfolio
and p.portfolio_type = 'C'
and p.status = 1
) ap
group by to_char(add_months(last_day(TO_DATE(&DTE,'YYYYMMDD')),-1), 'MM') ||'-'|| to_char(add_months(last_day(TO_DATE(&DTE,'YYYYMMDD')),-1), 'YYYY'),
case
when (ap.asset = 2 or AP.ASSET_TYPE not like 'CFTD%' and
AP.ASSET_TYPE not like 'CASH%' and AP.ASSET_TYPE != 'FTL') then
'AUM'
when (AP.ASSET_TYPE like 'CFTD%') then
'Depostis'
when (AP.ASSET_TYPE like 'CASH%') then
'Cash'
when (AP.ASSET_TYPE = 'FTL') then
'Loan'
end
=====================
Current output
Desired result
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