SQL Server 2008 / Reporting Services query - sql-server

Question

I need some help with my recursive query to get a direct count (all members(children) directly) and total count (all team members) for my SSRS report.
Here is my current query and the result set.
WITH AgentHierarchy([Name], AId, UId, HLevel, ContractDate)
AS
(SELECT
FirstName + ' ' + LastName AS Name, AId, UId,
0 AS HLevel, ContractDate
FROM tbl_Asso
WHERE (AId ='A049')
UNION ALL
SELECT
e.FirstName + ' ' + e.LastName AS Name,
e.AId, e.UId,
eh.HLevel + 1 AS HLevel, e.ContractDate
FROM
tbl_Asso AS e
INNER JOIN
AgentHierarchy AS eh ON eh.AId = e.UId)
SELECT
AId, Name,
(select u.FirstName + ' ' + u.LastName
from tbl_Asso u
where u.AId = d.UId) as Upline,
UId,
HLevel,
ContractDate,
(Select count(*)
from tbl_Asso as dc
where dc.UId = d.AId) As DirectCount
FROM
AgentHierarchy AS d
ORDER BY
HierarchyLevel
the current result set
AId Name Upline UId HLevel ContractDate DirectCount
-----------------------------------------------------------------------
A049 King Bori Cindy Hoss A001 0 8/29/2012 5
A052 Kac Marque King Bori A049 1 11/6/2012 0
A050 Joseph Moto King Bori A049 1 10/9/2012 1
A059 Nancy Ante King Bori A049 1 3/27/2013 1
A053 Kathy May King Bori A049 1 11/15/2012 2
A057 Robert Murphy King Bori A049 1 2/12/2013 1
A051 Andy Jane Joseph Moto A050 2 2/14/2013 0
A060 Arian Colle Nancy Ante A059 2 3/26/2013 0
A058 Phil Hunk Robert Murphy A057 2 3/21/2013 0
A055 Rea Wane Kathy May A053 2 2/20/2013 1
A054 Gabby Orez Kathy May A053 2 12/7/2012 0
A056 Steve Wells Rea Wane A055 3 3/25/2013 0
I Need to change the above query to get the Direct count (all Members(children) directly) and TotalTeam count based on the contract date
E.g for e.g contract date between 03/01/2013 and 03/31/2013. I need to get the following result set.
I need to incorporate the parameter for contractDate (so that they can get the range or if it is null then they get all the records and the counts.
e.g (ContractDate between #Begindate and #Enddate) or ((#Begindate is null) and (#enddate is null))
AId Name Upline UId HLevel ContractDate DirectCount TotalTeam
---------------------------------------------------------------------------------
A049 King Bori Cindy Hoss A001 0 8/29/2012 1 4
A052 Kac Marque King Bori A049 1 11/6/2012 0 0
A050 Joseph Moto King Bori A049 1 10/9/2012 0 0
A059 Nancy Ante King Bori A049 1 3/27/2013 1 1
A053 Kathy May King Bori A049 1 11/15/2012 0 0
A057 Robert Murphy King Bori A049 1 2/12/2013 1 1
A051 Andy Jane Joseph Moto A050 2 2/14/2013 0 0
A060 Arian Colle Nancy Ante A059 2 3/26/2013 0 0
A058 Phil Hunk Robert Murphy A057 2 3/21/2013 0 0
A055 Rea Wane Kathy May A053 2 2/20/2013 1 1
A054 Gabby Orez Kathy May A053 2 12/7/2012 0 0
A056 Steve Wells Rea Wane A055 3 3/25/2013 0 0
Thanks In advance.

Answer 1

I am not certain but you are doing an explicit listing of a single person in your recursive CTE, this will limit scope to just that person and their parents ONLY. Unless you are doing recursion on a starting set of millions of records it should be able to handle a predicate at the bottom of the regular expression and not in the recursive CTE by itself. Provided you are handling proper max recursion level. For your contract date just leave that table out till the bottom where you link the recursion. Unless you need to get their levels first. In that case I would get that data in a first cte, then list a second one doing recurion on that.
Here is a simple example I do that includes combined sales, basically I form the recursion and am not id specific, I find max recursion(you can leave that part out if you want) to find the lowest leaf level, then I perform end predicates needed. I hope this helps. A lot of times I see people listing predicates in their recursive CTE that will limit their scope, keep in mind recursion is in essence limiting a layer over top itself n times. You can get data you need before and after that point but doing predicates in there will limit where that scope leads to.
Declare #table table ( PersonId int identity, PersonName varchar(512), Account int, ParentId int, Orders int);
insert into #Table values ('Brett', 1, NULL, 1000),('John', 1, 1, 100),('James', 1, 1, 200),('Beth', 1, 2, 300),('John2', 2, 4, 400);
select
PersonID
, PersonName
, Account
, ParentID
from #Table
; with recursion as
(
select
t1.PersonID
, t1.PersonName
, t1.Account
--, t1.ParentID
, cast(isnull(t2.PersonName, '')
+ Case when t2.PersonName is not null then '\' + t1.PersonName else t1.PersonName end
as varchar(255)) as fullheirarchy
, 1 as pos
, cast(t1.orders +
isnull(t2.orders,0) -- if the parent has no orders than zero
as int) as Orders
from #Table t1
left join #Table t2 on t1.ParentId = t2.PersonId
union all
select
t.PersonID
, t.PersonName
, t.Account
--, t.ParentID
, cast(r.fullheirarchy + '\' + t.PersonName as varchar(255))
, pos + 1 -- increases
, r.orders + t.orders
from #Table t
join recursion r on t.ParentId = r.PersonId
)
, b as
(
select *, max(pos) over(partition by PersonID) as maxrec -- I find the maximum occurrence of position by person
from recursion
)
select *
from b
where pos = maxrec -- finds the furthest down tree
-- and Account = 2 -- I could find just someone from a different department