It's more for auditing.  If a sales rep adjusts their projection for a given company, they want to see what the previous projection was even if it ends up with...

I thought CDC was only a 2019+ concept, testing a delete trigger now.

Gave up group by and just did this:

select c.cindex,(select SUM(balance) FROM Assets2013 a

WHERE a.ClientID = c.cindex AND a.assettype=2) from Clients c

where (c.ClientClass<=7 AND c.ClientClass<>6)

it's slower but it worked.

Yeah a code example would have been a good start had I remembered to cut and paste it in. The case procedure looks like this:

WITH cte AS (SELECT DATEDIFF(YEAR,...