Hierarchical query match with multiple tables

  • I have this business_table

    ref_ID  name  parent_id
    -----------------------------
    ABC-0001  Amb  NULL
    PQR-899  boss  NULL
    tgv-632  pick  NULL
    yyy-888  xyz  NULL
    kkk-456  ued  NULL
    I want to update parent_id of business_table

    parent_customer is another table which list the hierarchy of ref_ID and parent_id given below.

    To update the parent_id of business_table staps are

    1) check ref_id of business_table with ref_id of parent_customer . eg. ref_ID ABC-0001 of business_table match with parent_customer ref_id 1st row 1 ref_id-ABC-0001 opr-656
    match found

    2) then check parent_id of parent_customer of that matched record which is in this case parent_id opr-656 check with match_table_CM table

    match_table_CM table list the ids which we want to match before updating record (we are checking this because of this is CRM id need to check emplpoyee exist of not)

    3)match not found then check with parent_id opr-656 of parent_customer with same table parent_customer ref_id , 2nd record found with ref_id opr-656
    then pick its parent_id ttK-668 check with match_table_CM match found 1  ttK-668 then update with business_table parent_id other wise check till the
    parent_customer ref_ID = parent_id (parent of all) and update that id even if match not found so in this case if match not found then ttK-668 is should be
    updated at last

    note : - parent_customer table lists a hierarchy of data in which when both ref_id and parent_id are the same means it's the parent of the entire hierarchy.

    For example:

    4 PQR-899  PQR-899 this is ultimate parent of hierarchy

    parent_customer

    ID ref_id  parent_id
    ---------------------------
    1 ABC-0001 opr-656
    2 opr-656  ttK-668
    3 ttK-668  ttK-668
    4 PQR-899  PQR-899
    5 kkk-565  AJY-567
    6 AJY-567  UXO-989
    7 UXO-989  tgv-632
    8 tgv-632  mnb-784
    9 mnb-784  qwe-525
    10 qwe-525  qwe-525
    11 kkk-456  jjj-888

    match_table_CM:

    id  main_id
    --------------
    1  ttK-668
    2  PQR-899
    3  tgv-632
    4  mnb-784

    Expected output

    ref_ID  name  parent_id
    -----------------------------
    ABC-0001  Amb  ttK-668      
    PQR-899  boss  PQR-899
    tgv-632  pick  qwe-525
    yyy-888  xyz  NULL
    kkk-456  ued  jjj-888

  • This is a requirement. What is your question?

    If you haven't even tried to resolve your issue, please don't expect the hard-working volunteers here to waste their time providing links to answers which you could easily have found yourself.

  • Phil Parkin - Sunday, May 13, 2018 8:12 AM

    This is a requirement. What is your question?

    I want to update parent_id of business_table???

    this is in discription.

  • Gaja - Sunday, May 13, 2018 9:11 AM

    Phil Parkin - Sunday, May 13, 2018 8:12 AM

    This is a requirement. What is your question?

    I want to update parent_id of business_table???

    this is in discription.

    That's a

    Gaja - Sunday, May 13, 2018 9:11 AM

    Phil Parkin - Sunday, May 13, 2018 8:12 AM

    This is a requirement. What is your question?

    I want to update parent_id of business_table???

    this is in discription.

    That isn't question either; it's your requirement with you quesion marks at the end. What is it you need help with? What didn't work with what you tried?

    We aren't here to do your work for you, but we're happy to help you trouble shoot any errors you had, or code that isn't working as expected.

    Thom~

    Excuse my typos and sometimes awful grammar. My fingers work faster than my brain does.
    Larnu.uk

  • I grok your question. 

    First, you've been around long enough for you to start helping the people that you want help from.  Please read and heed the article at the first link under "Helpful Links" in my signature line below before posting another request for help.  The following code creates the test tables to support what you posted.  This code might be incorrect because I'm just guessing from your narrative.


    --=====================================================================================================================
    --      Create and populate the test tables.
    --      This is not a part of the solution. We're just building test data here.
    --=====================================================================================================================
    --===== If the test tables exist, drop them.
         -- Note that all of the test tables are in TempDB for safety purposes.
         IF OBJECT_ID('tempdb.dbo.business_table' ,'U') IS NOT NULL DROP TABLE dbo.business_table;
         IF OBJECT_ID('tempdb.dbo.parent_customer','U') IS NOT NULL DROP TABLE dbo.parent_customer;

    --===== Identify the database to use.
        USE tempdb;
    GO
    -----------------------------------------------------------------------------------------------------------------------
    --===== Create the business_table based on information from the OP
     CREATE TABLE dbo.business_table
            (
             ref_ID     VARCHAR(10) NOT NULL
            ,name       VARCHAR(10) NOT NULL
            ,parent_id  VARCHAR(10) NULL
            ,CONSTRAINT PK_Business_Table PRIMARY KEY CLUSTERED (ref_id)
            )
    ;
    --===== Populate the business_table based on information from the OP
     INSERT INTO dbo.business_table WITH (TABLOCK)
            (ref_id,name)
     VALUES  ('ABC-0001','Amb')
            ,('PQR-899','boss')
            ,('tgv-632','pick')
            ,('yyy-888','xyz') --This ref_id doesn't even exist in the parent_customer table and so is also bad data.
            ,('kkk-456','ued') --This ref_id is bad data in the parent_customer table.  Notes for parent_customer table.
    ;
    -----------------------------------------------------------------------------------------------------------------------
    --===== Create the table based on information from the OP
     CREATE TABLE dbo.parent_customer
            (
             ID         INT         NOT NULL
            ,ref_id     VARCHAR(10) NOT NULL
            ,parent_id  VARCHAR(10) NOT NULL
            )
    ;
    --===== Populate the table with the test data provided by the OP.
     INSERT INTO dbo.parent_customer WITH (TABLOCK)
            (ID,ref_id,parent_id)
     VALUES  (1 ,'ABC-0001','opr-656')
            ,(2 ,'opr-656','ttK-668')
            ,(3 ,'ttK-668','ttK-668')
            ,(4 ,'PQR-899','PQR-899')
            ,(5 ,'kkk-565','AJY-567')
            ,(6 ,'AJY-567','UXO-989')
            ,(7 ,'UXO-989','tgv-632')
            ,(8 ,'tgv-632','mnb-784')
            ,(9 ,'mnb-784','qwe-525')
            ,(10,'qwe-525','qwe-525')
            ,(11,'kkk-456','jjj-888') --Bad data. Parent_ID does not exist as a child and violates the hierarchy.
    ;
    --===== Check the hierarchy from missing children.
         -- All parent_id's must also be ref_id's for a proper hierarchical structure.
         -- This code found the bad data row above.
     SELECT t1.*
       FROM dbo.parent_customer t1
      WHERE t1.parent_id NOT IN (SELECT ni.ref_id FROM dbo.parent_customer ni)
    ;
    --===== Add keys and relationships necessary to support the "Adjacency List" Hierarchy
      ALTER TABLE dbo.parent_customer
        ADD  CONSTRAINT PK_Parent_Customer PRIMARY KEY CLUSTERED (ref_id)
            --Had to comment out the next line because the data breaks the proper structure of the hierarchy
            --by allowing orphans to enter the table.
            --,CONSTRAINT FK_Parent_ID       FOREIGN KEY (parent_id) REFERENCES dbo.parent_customer (ref_id)
            ,CONSTRAINT AK_Parent_Customer UNIQUE NONCLUSTERED (ID)
    ;

    Now, with that, we can demonstrate the complexities of the problem you've posed with code that works instead of posting a narrative ourselves.

    Also, not to go "All Celko" on you but the project that uses the hierarchy that you posted is in deep trouble.  Please read the comments in the code below as to what the troubles actually are especially if you and your company intend to do right by your customers.  It does what you asked for but I'd never let this or the problematic underlying tables and the total lack of any referential integrity ever make it even to QA, never mind production.

    And, yeah... that business table needs to go.  You should have a customer table and a hierarchical table.  You shouldn't have to update a separate table because everything you need should be in a normalized customer and hierarchical table.


    --=====================================================================================================================
    --      Solve for the requested output.
    --      I say it everywhere but I'll summarize it all here...
    -- 
    --      The hierarchy in the parent_customer table has some serious problems.
    --      1. It apparently doesn't have an FK from the parent_id to the ref_id.  THAT ALLOWS ORPHANS in this table.
    --      2. It does, in fact, have orphans.
    --
    --      Also, I'm not understanding the purpose of the match_table_CM table because...
    --      1. It doesn't contain all of the ID's in the requested update and...
    --      2. It contains an ID (mnb-784) that's not in the requested output and...
    --      3. Given 1 and 2 above and the fact that the request output can be resolved without it, seems like a useless
    --         table.
    --
    --      Last but not least, the business_table is seriously at fault because...
    --      1.  It contains the orphan that was allowed in the parent_customer table and...
    --      2.  It contains a ref_id (yyy-888) that doesn't seem to exist anywhere else.
    --
    --      With all of that, the referential integrity for this project is totally non-existant and the project seems
    --      doomed to silent but deadly errors not to mention making otherwise simple and fast code extremely complex and slow!.
    --=====================================================================================================================
    --===== We need to refer to the upcoming CTE more than once because of the rule violations inherent in the hierarchy.
         -- Rather than beat the hell out of the two tables to include orphaned rows because of the unenforced hierarchical
         -- structure, we'll channel the results of the CTE to a temp table and use that as the source in the final update.
         -- Note that the following line may be commented out when you turn this into a production stored procedure.
         IF OBJECT_ID('tempdb..#MyHead','U') IS NOT NULL DROP TABLE #MyHead
    ;
       WITH cteFindRoots AS
    (--==== Find the names of the children from the business table.
     SELECT  pc.ref_id
            ,pc.parent_id
            ,OriginalBusinessRefId = bt.ref_id
            ,bt.name
            ,hpath = CONVERT(VARCHAR(8000),'|' + pc.ref_id + '|')
       FROM dbo.parent_customer pc
       RIGHT JOIN dbo.business_table  bt
         ON pc.ref_id = bt.ref_ID
      UNION ALL
     --==== Traverse the hierarchy to the top level for each child node (ref_id)
     SELECT  tbl.ref_id
            ,tbl.parent_id
            ,cte.OriginalBusinessRefId
            ,cte.name
            ,hpath = CONVERT(VARCHAR(8000),hpath + tbl.ref_id + '|')
       FROM cteFindRoots        cte
       JOIN dbo.parent_customer tbl
         ON cte.parent_id = tbl.ref_id
      WHERE cte.hPath NOT LIKE '%|' + tbl.ref_id + '|%'
    ) --=== Dump the resulting hierarcy for each node to a Temp Table to avoid running the cte more than once
         -- to accommodate the orphans in the hierarchy that are present because the designers of the parent_customer
         -- table didn't follow the basic rules for the structure of a proper "Adjacency List" hierarchy.
         -- Needless to say but I'll say it anyway, this CRM project is in deep Kimchi!!!
     SELECT  ref_id    = ISNULL(cte.ref_id   ,'')
            ,parent_id = ISNULL(cte.parent_id,'')
            ,cte.OriginalBusinessRefId
            ,cte.name
       INTO #MyHead
       FROM dbo.business_table bt
       JOIN cteFindRoots       cte
         ON bt.ref_ID = cte.OriginalBusinessRefID
    ;
    --===== Update the business_table according to the rules that the OP stated.
     UPDATE bt
        SET bt.parent_id = NULLIF(h1.parent_id,'')
       FROM dbo.business_table bt
       JOIN #MyHead h1
         ON bt.ref_ID = h1.OriginalBusinessRefID
      WHERE h1.ref_id = h1.parent_id
         OR NOT EXISTS (SELECT * FROM #MyHead h2 WHERE h1.parent_id = h2.ref_id)
    ;
    --===== Display the final result.
     SELECT *
       FROM dbo.business_table
    ;

    Seriously... this project has some terrible design and usage problems.  You folks need to fix it.

    --Jeff Moden


    RBAR is pronounced "ree-bar" and is a "Modenism" for Row-By-Agonizing-Row.
    First step towards the paradigm shift of writing Set Based code:
    ________Stop thinking about what you want to do to a ROW... think, instead, of what you want to do to a COLUMN.

    Change is inevitable... Change for the better is not.


    Helpful Links:
    How to post code problems
    How to Post Performance Problems
    Create a Tally Function (fnTally)

  • Jeff Moden - Sunday, May 13, 2018 11:16 AM

    I grok your question. 

    First, you've been around long enough for you to start helping the people that you want help from.  Please read and heed the article at the first link under "Helpful Links" in my signature line below before posting another request for help.  The following code creates the test tables to support what you posted.  This code might be incorrect because I'm just guessing from your narrative.


    --=====================================================================================================================
    --      Create and populate the test tables.
    --      This is not a part of the solution. We're just building test data here.
    --=====================================================================================================================
    --===== If the test tables exist, drop them.
         -- Note that all of the test tables are in TempDB for safety purposes.
         IF OBJECT_ID('tempdb.dbo.business_table' ,'U') IS NOT NULL DROP TABLE dbo.business_table;
         IF OBJECT_ID('tempdb.dbo.parent_customer','U') IS NOT NULL DROP TABLE dbo.parent_customer;

    --===== Identify the database to use.
        USE tempdb;
    GO
    -----------------------------------------------------------------------------------------------------------------------
    --===== Create the business_table based on information from the OP
     CREATE TABLE dbo.business_table
            (
             ref_ID     VARCHAR(10) NOT NULL
            ,name       VARCHAR(10) NOT NULL
            ,parent_id  VARCHAR(10) NULL
            ,CONSTRAINT PK_Business_Table PRIMARY KEY CLUSTERED (ref_id)
            )
    ;
    --===== Populate the business_table based on information from the OP
     INSERT INTO dbo.business_table WITH (TABLOCK)
            (ref_id,name)
     VALUES  ('ABC-0001','Amb')
            ,('PQR-899','boss')
            ,('tgv-632','pick')
            ,('yyy-888','xyz') --This ref_id doesn't even exist in the parent_customer table and so is also bad data.
            ,('kkk-456','ued') --This ref_id is bad data in the parent_customer table.  Notes for parent_customer table.
    ;
    -----------------------------------------------------------------------------------------------------------------------
    --===== Create the table based on information from the OP
     CREATE TABLE dbo.parent_customer
            (
             ID         INT         NOT NULL
            ,ref_id     VARCHAR(10) NOT NULL
            ,parent_id  VARCHAR(10) NOT NULL
            )
    ;
    --===== Populate the table with the test data provided by the OP.
     INSERT INTO dbo.parent_customer WITH (TABLOCK)
            (ID,ref_id,parent_id)
     VALUES  (1 ,'ABC-0001','opr-656')
            ,(2 ,'opr-656','ttK-668')
            ,(3 ,'ttK-668','ttK-668')
            ,(4 ,'PQR-899','PQR-899')
            ,(5 ,'kkk-565','AJY-567')
            ,(6 ,'AJY-567','UXO-989')
            ,(7 ,'UXO-989','tgv-632')
            ,(8 ,'tgv-632','mnb-784')
            ,(9 ,'mnb-784','qwe-525')
            ,(10,'qwe-525','qwe-525')
            ,(11,'kkk-456','jjj-888') --Bad data. Parent_ID does not exist as a child and violates the hierarchy.
    ;
    --===== Check the hierarchy from missing children.
         -- All parent_id's must also be ref_id's for a proper hierarchical structure.
         -- This code found the bad data row above.
     SELECT t1.*
       FROM dbo.parent_customer t1
      WHERE t1.parent_id NOT IN (SELECT ni.ref_id FROM dbo.parent_customer ni)
    ;
    --===== Add keys and relationships necessary to support the "Adjacency List" Hierarchy
      ALTER TABLE dbo.parent_customer
        ADD  CONSTRAINT PK_Parent_Customer PRIMARY KEY CLUSTERED (ref_id)
            --Had to comment out the next line because the data breaks the proper structure of the hierarchy
            --by allowing orphans to enter the table.
            --,CONSTRAINT FK_Parent_ID       FOREIGN KEY (parent_id) REFERENCES dbo.parent_customer (ref_id)
            ,CONSTRAINT AK_Parent_Customer UNIQUE NONCLUSTERED (ID)
    ;

    Now, with that, we can demonstrate the complexities of the problem you've posed with code that works instead of posting a narrative ourselves.

    Also, not to go "All Celko" on you but the project that uses the hierarchy that you posted is in deep trouble.  Please read the comments in the code below as to what the troubles actually are especially if you and your company intend to do right by your customers.  It does what you asked for but I'd never let this or the problematic underlying tables and the total lack of any referential integrity ever make it even to QA, never mind production.

    And, yeah... that business table needs to go.  You should have a customer table and a hierarchical table.  You shouldn't have to update a separate table because everything you need should be in a normalized customer and hierarchical table.


    --=====================================================================================================================
    --      Solve for the requested output.
    --      I say it everywhere but I'll summarize it all here...
    -- 
    --      The hierarchy in the parent_customer table has some serious problems.
    --      1. It apparently doesn't have an FK from the parent_id to the ref_id.  THAT ALLOWS ORPHANS in this table.
    --      2. It does, in fact, have orphans.
    --
    --      Also, I'm not understanding the purpose of the match_table_CM table because...
    --      1. It doesn't contain all of the ID's in the requested update and...
    --      2. It contains an ID (mnb-784) that's not in the requested output and...
    --      3. Given 1 and 2 above and the fact that the request output can be resolved without it, seems like a useless
    --         table.
    --
    --      Last but not least, the business_table is seriously at fault because...
    --      1.  It contains the orphan that was allowed in the parent_customer table and...
    --      2.  It contains a ref_id (yyy-888) that doesn't seem to exist anywhere else.
    --
    --      With all of that, the referential integrity for this project is totally non-existant and the project seems
    --      doomed to silent but deadly errors not to mention making otherwise simple and fast code extremely complex and slow!.
    --=====================================================================================================================
    --===== We need to refer to the upcoming CTE more than once because of the rule violations inherent in the hierarchy.
         -- Rather than beat the hell out of the two tables to include orphaned rows because of the unenforced hierarchical
         -- structure, we'll channel the results of the CTE to a temp table and use that as the source in the final update.
         -- Note that the following line may be commented out when you turn this into a production stored procedure.
         IF OBJECT_ID('tempdb..#MyHead','U') IS NOT NULL DROP TABLE #MyHead
    ;
       WITH cteFindRoots AS
    (--==== Find the names of the children from the business table.
     SELECT  pc.ref_id
            ,pc.parent_id
            ,OriginalBusinessRefId = bt.ref_id
            ,bt.name
            ,hpath = CONVERT(VARCHAR(8000),'|' + pc.ref_id + '|')
       FROM dbo.parent_customer pc
       RIGHT JOIN dbo.business_table  bt
         ON pc.ref_id = bt.ref_ID
      UNION ALL
     --==== Traverse the hierarchy to the top level for each child node (ref_id)
     SELECT  tbl.ref_id
            ,tbl.parent_id
            ,cte.OriginalBusinessRefId
            ,cte.name
            ,hpath = CONVERT(VARCHAR(8000),hpath + tbl.ref_id + '|')
       FROM cteFindRoots        cte
       JOIN dbo.parent_customer tbl
         ON cte.parent_id = tbl.ref_id
      WHERE cte.hPath NOT LIKE '%|' + tbl.ref_id + '|%'
    ) --=== Dump the resulting hierarcy for each node to a Temp Table to avoid running the cte more than once
         -- to accommodate the orphans in the hierarchy that are present because the designers of the parent_customer
         -- table didn't follow the basic rules for the structure of a proper "Adjacency List" hierarchy.
         -- Needless to say but I'll say it anyway, this CRM project is in deep Kimchi!!!
     SELECT  ref_id    = ISNULL(cte.ref_id   ,'')
            ,parent_id = ISNULL(cte.parent_id,'')
            ,cte.OriginalBusinessRefId
            ,cte.name
       INTO #MyHead
       FROM dbo.business_table bt
       JOIN cteFindRoots       cte
         ON bt.ref_ID = cte.OriginalBusinessRefID
    ;
    --===== Update the business_table according to the rules that the OP stated.
     UPDATE bt
        SET bt.parent_id = NULLIF(h1.parent_id,'')
       FROM dbo.business_table bt
       JOIN #MyHead h1
         ON bt.ref_ID = h1.OriginalBusinessRefID
      WHERE h1.ref_id = h1.parent_id
         OR NOT EXISTS (SELECT * FROM #MyHead h2 WHERE h1.parent_id = h2.ref_id)
    ;
    --===== Display the final result.
     SELECT *
       FROM dbo.business_table
    ;

    Seriously... this project has some terrible design and usage problems.  You folks need to fix it.

    Thanks for replay man.
    you got  it right this DB design is not up to the mark but for this single requirement we cannot able to change whole DB.

    you are brilliant this is close to answer.

  • Gaja - Sunday, May 13, 2018 1:32 PM

    Thanks for replay man.
    you got  it right this DB design is not up to the mark but for this single requirement we cannot able to change whole DB.

    you are brilliant this is close to answer.

    Heh... there will be future requirements that will be difficult due to the current design. 😉

    Curious, though.  You say "this is close to the answer".... what was missing?

    --Jeff Moden


    RBAR is pronounced "ree-bar" and is a "Modenism" for Row-By-Agonizing-Row.
    First step towards the paradigm shift of writing Set Based code:
    ________Stop thinking about what you want to do to a ROW... think, instead, of what you want to do to a COLUMN.

    Change is inevitable... Change for the better is not.


    Helpful Links:
    How to post code problems
    How to Post Performance Problems
    Create a Tally Function (fnTally)

  • LOL @ "not to go 'All Celko' on you"!


    "If I had been drinking out of that toilet, I might have been killed." -Ace Ventura

  • autoexcrement - Monday, May 14, 2018 4:09 PM

    LOL @ "not to go 'All Celko' on you"!

    😀

    --Jeff Moden


    RBAR is pronounced "ree-bar" and is a "Modenism" for Row-By-Agonizing-Row.
    First step towards the paradigm shift of writing Set Based code:
    ________Stop thinking about what you want to do to a ROW... think, instead, of what you want to do to a COLUMN.

    Change is inevitable... Change for the better is not.


    Helpful Links:
    How to post code problems
    How to Post Performance Problems
    Create a Tally Function (fnTally)

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