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Create C. Data Allocation Challenge.md
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‎Case Study # 4 - Data Bank/C. Data Allocation Challenge.md

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## Case Study #4: Data Bank - Data Allocation Challenge
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To test out a few different hypotheses - the Data Bank team wants to run an experiment where different groups of customers would be allocated data using 3 different options:
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- **Option 1**: data is allocated based off the amount of money at the end of the previous month
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- **Option 2**: data is allocated on the average amount of money kept in the account in the previous 30 days
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- **Option 3**: data is updated real-time
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For this multi-part challenge question - you have been requested to generate the following data elements to help the Data Bank team estimate how much data will need to be provisioned for each option:
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- running customer balance column that includes the impact each transaction
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```sql
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WITH transaction_amt_cte AS
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(SELECT *,
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month(txn_date) AS txn_month,
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SUM(CASE
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WHEN txn_type="deposit" THEN txn_amount
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ELSE -txn_amount
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END) AS net_transaction_amt
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FROM customer_transactions
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GROUP BY customer_id,
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txn_date
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ORDER BY customer_id,
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txn_date),
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running_customer_balance_cte AS
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(SELECT customer_id,
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txn_date,
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txn_month,
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txn_type,
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txn_amount,
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sum(net_transaction_amt) over(PARTITION BY customer_id
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ORDER BY txn_month ROWS BETWEEN UNBOUNDED preceding AND CURRENT ROW) AS running_customer_balance
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FROM transaction_amt_cte)
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SELECT *
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FROM running_customer_balance_cte;
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```
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- customer balance at the end of each month
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```sql
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WITH transaction_amt_cte AS
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(SELECT *,
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month(txn_date) AS txn_month,
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SUM(CASE
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WHEN txn_type="deposit" THEN txn_amount
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ELSE -txn_amount
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END) AS net_transaction_amt
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FROM customer_transactions
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GROUP BY customer_id,
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txn_date
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ORDER BY customer_id,
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txn_date),
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running_customer_balance_cte AS
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(SELECT customer_id,
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txn_date,
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txn_month,
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txn_type,
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txn_amount,
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sum(net_transaction_amt) over(PARTITION BY customer_id
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ORDER BY txn_month ROWS BETWEEN UNBOUNDED preceding AND CURRENT ROW) AS running_customer_balance
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FROM transaction_amt_cte),
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month_end_balance_cte AS
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(SELECT *,
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last_value(running_customer_balance) over(PARTITION BY customer_id, txn_month
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ORDER BY txn_month) AS month_end_balance
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FROM running_customer_balance_cte
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GROUP BY customer_id,
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txn_month)
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SELECT customer_id,
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txn_month,
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month_end_balance
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FROM month_end_balance_cte;
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```
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- minimum, average and maximum values of the running balance for each customer
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```sql
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WITH transaction_amt_cte AS
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(SELECT *,
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month(txn_date) AS txn_month,
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SUM(CASE
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WHEN txn_type="deposit" THEN txn_amount
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ELSE -txn_amount
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END) AS net_transaction_amt
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FROM customer_transactions
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GROUP BY customer_id,
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txn_date
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ORDER BY customer_id,
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txn_date),
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running_customer_balance_cte AS
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(SELECT customer_id,
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txn_date,
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txn_month,
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txn_type,
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txn_amount,
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sum(net_transaction_amt) over(PARTITION BY customer_id
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ORDER BY txn_month ROWS BETWEEN UNBOUNDED preceding AND CURRENT ROW) AS running_customer_balance
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FROM transaction_amt_cte
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GROUP BY customer_id,
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txn_month)
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SELECT customer_id,
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min(running_customer_balance),
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max(running_customer_balance),
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round(avg(running_customer_balance), 2) AS 'avg(running_customer_balance)'
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FROM running_customer_balance_cte
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GROUP BY customer_id
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ORDER BY customer_id ;
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```
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Using all of the data available - how much data would have been required for each option on a monthly basis?
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### **Option 1**: Data is allocated based off the amount of money at the end of the previous month
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How much data would have been required on a monthly basis?
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```sql
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WITH transaction_amt_cte AS
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(SELECT *,
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month(txn_date) AS txn_month,
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SUM(CASE
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WHEN txn_type="deposit" THEN txn_amount
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ELSE -txn_amount
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END) AS net_transaction_amt
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FROM customer_transactions
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GROUP BY customer_id,
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txn_date
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ORDER BY customer_id,
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txn_date),
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running_customer_balance_cte AS
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(SELECT customer_id,
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txn_date,
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txn_month,
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txn_type,
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txn_amount,
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sum(net_transaction_amt) over(PARTITION BY customer_id
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ORDER BY txn_month ROWS BETWEEN UNBOUNDED preceding AND CURRENT ROW) AS running_customer_balance
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FROM transaction_amt_cte),
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month_end_balance_cte AS
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(SELECT *,
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last_value(running_customer_balance) over(PARTITION BY customer_id, txn_month
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ORDER BY txn_month) AS month_end_balance
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FROM running_customer_balance_cte),
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customer_month_end_balance_cte AS
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(SELECT customer_id,
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txn_month,
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month_end_balance
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FROM month_end_balance_cte
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GROUP BY customer_id,
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txn_month)
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SELECT txn_month,
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sum(month_end_balance) AS data_required_per_month
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FROM customer_month_end_balance_cte
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GROUP BY txn_month
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ORDER BY txn_month
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```
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#### Result set:
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![image](https://user-images.githubusercontent.com/77529445/166265817-f2bd74cf-0759-43d2-8b32-aabaa40453aa.png)
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**Observed**: Data required per month is negative. This is caused due to negative account balance maintained by customers at the end of the month.
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**Assumption**: Some customers do not maintain a positive account balance at the end of the month. I'm assuming that no data is allocated when the
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amount of money at the end of the previous month is negative. we can use **SUM(IF(month_end_balance > 0, month_end_balance, 0))** in the select clause to compute the total data requirement per month.
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#### Result set:
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![image](https://user-images.githubusercontent.com/77529445/166266334-1a6ea8e8-7495-4832-90b0-3801017ab991.png)
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***
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### **Option 2**: Data is allocated on the average amount of money kept in the account in the previous 30 days
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How much data would have been required on a monthly basis?
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```sql
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WITH transaction_amt_cte AS
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(SELECT *,
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month(txn_date) AS txn_month,
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SUM(CASE
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WHEN txn_type="deposit" THEN txn_amount
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ELSE -txn_amount
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END) AS net_transaction_amt
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FROM customer_transactions
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GROUP BY customer_id,
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txn_date
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ORDER BY customer_id,
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txn_date),
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running_customer_balance_cte AS
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(SELECT customer_id,
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txn_date,
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txn_month,
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txn_type,
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txn_amount,
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sum(net_transaction_amt) over(PARTITION BY customer_id
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ORDER BY txn_month ROWS BETWEEN UNBOUNDED preceding AND CURRENT ROW) AS running_customer_balance
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FROM transaction_amt_cte
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GROUP BY customer_id,
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txn_month),
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avg_running_customer_balance AS
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(SELECT customer_id,
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txn_month,
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avg(running_customer_balance) over(PARTITION BY customer_id) AS 'avg_running_customer_balance'
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FROM running_customer_balance_cte
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GROUP BY customer_id,
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txn_month
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ORDER BY customer_id)
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SELECT txn_month,
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round(sum(avg_running_customer_balance)) AS data_required_per_month
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FROM avg_running_customer_balance
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GROUP BY txn_month;
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```
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#### Result set:
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![image](https://user-images.githubusercontent.com/77529445/166285983-4bd22c19-f272-4338-a845-56ef1137b81a.png)
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### **Option 3**: Data is updated real-time
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How much data would have been required on a monthly basis?
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```sql
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WITH transaction_amt_cte AS
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(SELECT *,
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month(txn_date) AS txn_month,
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SUM(CASE
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WHEN txn_type="deposit" THEN txn_amount
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ELSE -txn_amount
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END) AS net_transaction_amt
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FROM customer_transactions
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GROUP BY customer_id,
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txn_date
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ORDER BY customer_id,
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txn_date),
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running_customer_balance_cte AS
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(SELECT customer_id,
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txn_date,
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txn_month,
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txn_type,
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txn_amount,
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net_transaction_amt,
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sum(net_transaction_amt) over(PARTITION BY customer_id
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ORDER BY txn_month ROWS BETWEEN UNBOUNDED preceding AND CURRENT ROW) AS running_customer_balance
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FROM transaction_amt_cte)
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SELECT txn_month,
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SUM(running_customer_balance) AS data_required_per_month
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FROM running_customer_balance_cte
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GROUP BY txn_month;
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```
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#### Result set:
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![image](https://user-images.githubusercontent.com/77529445/167304936-5586815b-fd25-4245-8658-c5ab8b3c54f2.png)
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***

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