This SQL query is designed to generate a report by...

September 4, 2025 at 02:13 PM

select "AL1"."quote_number",
              "AL1"."revision_number",
              "AL1"."date_modified",
              "AL1"."status",
              "AL1"."number_of_employees",
              "AL1"."preparedby_name",
              "AL1"."preparedbyemail_quote",
              "AL1"."crmopportunityid_quote",
              "AL1"."approvedate_quote",
              "AL1"."approval_date",
              "AL1"."company_name",
              "AL1"."legal_quote_address",
              "AL1"."opportunity_type",
              "AL1"."legal_quote_address_2",
              "AL1"."legal_quote_city",
              "AL1"."legal_quote_state",
              "AL1"."legal_quote_zip",
              "AL1"."legal_quote_country",
              "AL1"."salesofficecode_quote",
              "AL1"."pi_frequency_type",
              "AL1"."pi_total_count_othr_frequency",
              "AL1"."pi_total_weekly_count",
              "AL1"."primarycampaignsource_quote",
              "AL1"."priceagreementpercentinc",
              "AL1"."priceagreementtenure_quote",
              "AL1"."primarycompetitor_quote",
              "AL1"."ordertype_quote",
              "AL1"."selectedpricebook_quote",
              "AL1"."orderclassification_quote",
              Max("AL2"."isclosed") as "isclosed",
              Max("AL2"."closedate") as "closedate",
              Max("AL2"."iswon") as "iswon",
              Max("AL2"."stagename") as "stagename",
              Max("AL2"."name") as "name",
              Max("AL2"."description") as "description",
              Max("AL2"."type") as "type",
              Max("AL2"."won_lost_to__c") as "won_lost_to__c"
from "self_service"."sv_cpq_mas_sbs_nas_can_quote" "AL1"
              left outer join "self_service"."sv_sfdc_opportunity_1" "AL2" on ("AL1"."crmopportunityid_quote" = "AL2"."id")
group by "AL1"."quote_number", "AL1"."revision_number", "AL1"."date_modified", "AL1"."status", "AL1"."number_of_employees", "AL1"."preparedby_name", "AL1"."preparedbyemail_quote", "AL1"."crmopportunityid_quote", "AL1"."approvedate_quote", "AL1"."approval_date", "AL1"."company_name", "AL1"."legal_quote_address", "AL1"."opportunity_type", "AL1"."legal_quote_address_2", "AL1"."legal_quote_city", "AL1"."legal_quote_state", "AL1"."legal_quote_zip", "AL1"."legal_quote_country", "AL1"."salesofficecode_quote", "AL1"."pi_frequency_type", "AL1"."pi_total_count_othr_frequency", "AL1"."pi_total_weekly_count", "AL1"."primarycampaignsource_quote", "AL1"."priceagreementpercentinc", "AL1"."priceagreementtenure_quote", "AL1"."primarycompetitor_quote", "AL1"."ordertype_quote", "AL1"."selectedpricebook_quote", "AL1"."orderclassification_quote"

This SQL query is designed to generate a report by synthesizing data from two tables, "self_service"."sv_cpq_mas_sbs_nas_can_quote" (aliased as AL1) and "self_service"."sv_sfdc_opportunity_1" (aliased as AL2). Here’s what the query does:

Selects Columns from AL1:
- A set of fields from the AL1 table related to quotes is selected. These include fields like quote_number, revision_number, date_modified, status, various quote-related details (legal_quote_*, preparedby_*), and more.
- These fields appear to capture details specific to a quote, such as the prepared by information, the company name, type of opportunity, pricing agreement details, and classification.
Performs a LEFT OUTER JOIN:
- The query joins the AL1 table to the AL2 table using the foreign key relationship based on crmopportunityid_quote (from AL1) and id (from AL2).
- A left join ensures that all rows from the AL1 table are included, even if there is no matching record in the AL2 table.
Aggregates Specific AL2 Fields:
- For certain fields from the AL2 table (like isclosed, closedate, iswon, stagename, name, description, type, and won_lost_to__c), the query uses MAX() functions to aggregate potential multiple rows from AL2 into a single value per grouped quote in AL1.
- These fields likely represent summary information relating to opportunities linked to the quotes.
Groups Results by All AL1 Fields:
- The query groups the data by all the non-aggregated fields in the AL1 table. This ensures that there is one row per unique quote from AL1.

Summary:

The query generates a detailed report of quotes (AL1) enriched with related opportunity information (AL2), if available.
If there are related opportunities for the quote, their details (like whether it is closed, the stage name, or a description) are included using maximum values in cases of multiple matches.
Quotes that do not have a matching opportunity in the AL2 table will still appear in the output because a left join is used.

The result is a comprehensive dataset combining quote details with summarized opportunity information.

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