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I am trying to get to here
From this data
My SOQL statement so far looks like this
SELECT Designated_Bank__c, Deposit_Date__c, Actual_Payment_Amount__c, Name FROM npe01__OppPayment__c WHERE Deposit_Date__c= 2023-03-30 AND Designated_Bank__c= '218 Wintrust Checking 5906'
What I want is a single line with the Designated Bank, total for actual payment amount, and a string of PMT values that make up the payment amount.
Thank you for helping.
SOQL cannot do this on its own, you'll need to do some processing in Apex for this one.
To be more specific, SOQL could total the amount for you using the SUM() aggregate function (provided you also GROUP BY Designated_Bank__c). It's the "concatenate payment names" thing that SOQL can't do.
You can't get this in a single row. That's not how Salesforce works. However, you could add GROUP BY ROLLUP or GROUP BY CUBE to output additional summary rows that could include, for example, the sums grouped by bank, date, and PMT (Name), and the sum of Actual Payment Amount.
Try this:
SELECT Designated_Bank__c, Deposit_Date__c, Name, SUM(Actual_Payment_Amount__c)
FROM npe01__OppPayment__c
WHERE Deposit_Date__c= 2023-03-30 AND Designated_Bank__c= '218 Wintrust Checking 5906'
GROUP BY ROLLUP (Designated_Bank__c, Deposit_Date__c, Name)
