Financial Functions For SQL Server

Aug 17, 2006

Hi everybody,

Does anyone have financial functions to be run in SQL Server 2000? For example, future value, interest rate, payments, and so on. Or where can I find them on Internet?

Thanks in advance

Jaime

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Financial Functions In SQL Server

Apr 10, 2002

Do we have any builtin functions in SQL Server for certain financial calculations. For eg., like the PV, FV functions in VB

If not, how else do we achieve this thru' a SQL Server stored procedure?

Thanks in advance,

Siva

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SQL Server 2012 :: Spreading Value Across Financial Year

Feb 28, 2015

I have a table which can be downloaded from the link below. The table contains property Market Rent and period the new rent is applicable. I need to generate a report with parameter ( year and month) so when the user inputs year and month the associated market rent amount for that month is listed.

For example if the 1st market rent update was done in June 2014 ( $300) and the 2nd in Dec 2014 $(350), the property market rent from June to Nov should be $300 and from Dec 2014 till the next rent update $350. So if user inputs year 2014 and month August, the amount is $300 and if the user enters the year 2015 and month March amount is $350

[URL] ....

Below is the table with sample data

DECLARE @table TABLE ( PropCode INT ,PropStartDate DATE ,PropEndDate char(10) ,PropRentStartDate DATE ,PropRentEndDate DATE ,MarketRent INT)
INSERT INTO @table (PropCode,PropStartDate, PropEndDate,PropRentStartDate,PropRentEndDate, MarketRent) VALUES
(2718, '2013-01-30', 'NULL', '2012-11-29', '2013-07-21', 289.20) ,(2718, '2013-01-30', 'NULL', '2013-07-22', '2013-11-24', 289.20) ,(2718, '2013-01-30', 'NULL', '2013-11-25', '2014-06-14', 289.20) ,(2718, '2013-01-30', 'NULL', '2014-06-15', '2014-11-30', 299.18) ,(2718, '2013-01-30', 'NULL', '2014-12-01', '2015-01-02', 299.18) ,(2718, '2013-01-30', 'NULL', '2015-01-03', '2050-01-01', 310.00) ,(3901, '2014-05-27', 'NULL', '2014-06-09', '2014-11-30', 400.00) ,(3901, '2014-05-27', 'NULL', '2014-12-01', '2050-01-01', 400.00) ,(3960, '2014-10-31', 'NULL', '2014-11-05', '2016-11-05', 470.00)

Select * from @table

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Dec 23, 2014

I need to create a table which holds date information for our financial year.

I have all the dates between now and 2045 and the start of the week and the end of the week. What I also have is the first sunday of the previous week in the spreadsheet too.

Please see below attachment

What I need to autofill once I import these three dates into a database is the week and the month.

The difficulty surrounding the month is that, we start a new month on the FIRST Sunday of the month.

So dates 07/04/14 to 04/05/2014 would be month 1.

Month 2 would begin on 05/05/2014 as it is the day after the first Sunday of the month, and so on....Month 5 would start on the 04/08/14.

Need to script something that would automatically calculate the week and month for me on the basis on above, if I have the start date, end date and 1st sunday already in a table?

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Mar 21, 2015

I like to create an SQL view to divide amount 300,000 between 12 month starting from Month July 2014 to June 2015 as shown below

Amount Month Year
25,000 July 2014
25,000 August 2014
25,000 September 2014
25,000 October 2014
25,000 November 2014
25,000 December 2014
25,000 January 2015
25,000 February 2015
.
.
.
.

25,000 June 2015

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SQL Server 2005: CLR Functions Vs SQL Functions

May 26, 2006

I was playing around with the new SQL 2005 CLR functionality andremembered this discussion that I had with Erland Sommarskog concerningperformance of scalar UDFs some time ago (See "Calling sp_oa* infunction" in this newsgroup). In that discussion, Erland made thefollowing comment about UDFs in SQL 2005:[color=blue][color=green]>>The good news is that in SQL 2005, Microsoft has addressed several of[/color][/color]these issues, and the cost of a UDF is not as severe there. In fact fora complex expression, a UDF in written a CLR language may be fasterthanthe corresponding expression using built-in T-SQL functions.<<I thought the I would put this to the test using some of the same SQLas before, but adding a simple scalar CLR UDF into the mix. The testinvolved querying a simple table with about 300,000 rows. Thescenarios are as follows:(A) Use a simple CASE function to calculate a column(B) Use a simple CASE function to calculate a column and as a criterionin the WHERE clause(C) Use a scalar UDF to calculate a column(D) Use a scalar UDF to calculate a column and as a criterion in theWHERE clause(E) Use a scalar CLR UDF to calculate a column(F) Use a scalar CLR UDF to calculate a column and as a criterion inthe WHERE clauseA sample of the results is as follows (time in milliseconds):(295310 row(s) affected)A: 1563(150003 row(s) affected)B: 906(295310 row(s) affected)C: 2703(150003 row(s) affected)D: 2533(295310 row(s) affected)E: 2060(150003 row(s) affected)F: 2190The scalar CLR UDF function was significantly faster than the classicscalar UDF, even for this very simple function. Perhaps a more complexfunction would have shown even a greater difference. Based on this, Imust conclude that Erland was right. Of course, it's still faster tostick with basic built-in functions like CASE.In another test, I decided to run some queries to compare built-inaggregates vs. a couple of simple CLR aggregates as follows:(G) Calculate averages by group using the built-in AVG aggregate(H) Calculate averages by group using a CLR aggregate that similatesthe built-in AVG aggregate(I) Calculate a "trimmed" average by group (average excluding highestand lowest values) using built-in aggregates(J) Calculate a "trimmed" average by group using a CLR aggregatespecially designed for this purposeA sample of the results is as follows (time in milliseconds):(59 row(s) affected)G: 313(59 row(s) affected)H: 890(59 row(s) affected)I: 216(59 row(s) affected)J: 846It seems that the CLR aggregates came with a significant performancepenalty over the built-in aggregates. Perhaps they would pay off if Iwere attempting a very complex type of aggregation. However, at thispoint I'm going to shy away from using these unless I can't find a wayto do the calculation with standard SQL.In a way, I'm happy that basic SQL still seems to be the fastest way toget things done. With the addition of the new CLR functionality, Isuspect that MS may be giving us developers enough rope to comfortablyhang ourselves if we're not careful.Bill E.Hollywood, FL------------------------------------------------------------------------- table TestAssignment, about 300,000 rowsCREATE TABLE [dbo].[TestAssignment]([TestAssignmentID] [int] NOT NULL,[ProductID] [int] NULL,[PercentPassed] [int] NULL,CONSTRAINT [PK_TestAssignment] PRIMARY KEY CLUSTERED([TestAssignmentID] ASC)--Scalar UDF in SQLCREATE FUNCTION [dbo].[fnIsEven](@intValue int)RETURNS bitASBEGINDeclare @bitReturnValue bitIf @intValue % 2 = 0Set @bitReturnValue=1ElseSet @bitReturnValue=0RETURN @bitReturnValueEND--Scalar CLR UDF/*using System;using System.Data;using System.Data.SqlClient;using System.Data.SqlTypes;using Microsoft.SqlServer.Server;public partial class UserDefinedFunctions{[Microsoft.SqlServer.Server.SqlFunction(IsDetermini stic=true,IsPrecise=true)]public static SqlBoolean IsEven(SqlInt32 value){if(value % 2 == 0){return true;}else{return false;}}};*/--Test #1--Scenario A - Query with calculated column--SELECT TestAssignmentID,CASE WHEN TestAssignmentID % 2=0 THEN 1 ELSE 0 END ASCalcColumnFROM TestAssignment--Scenario B - Query with calculated column as criterion--SELECT TestAssignmentID,CASE WHEN TestAssignmentID % 2=0 THEN 1 ELSE 0 END ASCalcColumnFROM TestAssignmentWHERE CASE WHEN TestAssignmentID % 2=0 THEN 1 ELSE 0 END=1--Scenario C - Query using scalar UDF--SELECT TestAssignmentID,dbo.fnIsEven(TestAssignmentID) AS CalcColumnFROM TestAssignment--Scenario D - Query using scalar UDF as crierion--SELECT TestAssignmentID,dbo.fnIsEven(TestAssignmentID) AS CalcColumnFROM TestAssignmentWHERE dbo.fnIsEven(TestAssignmentID)=1--Scenario E - Query using CLR scalar UDF--SELECT TestAssignmentID,dbo.fnIsEven_CLR(TestAssignmentID) AS CalcColumnFROM TestAssignment--Scenario F - Query using CLR scalar UDF as crierion--SELECT TestAssignmentID,dbo.fnIsEven_CLR(TestAssignmentID) AS CalcColumnFROM TestAssignmentWHERE dbo.fnIsEven(TestAssignmentID)=1--CLR Aggregate functions/*using System;using System.Data;using System.Data.SqlClient;using System.Data.SqlTypes;using Microsoft.SqlServer.Server;[Serializable][Microsoft.SqlServer.Server.SqlUserDefinedAggregate (Format.Native)]public struct Avg{public void Init(){this.numValues = 0;this.totalValue = 0;}public void Accumulate(SqlDouble Value){if (!Value.IsNull){this.numValues++;this.totalValue += Value;}}public void Merge(Avg Group){if (Group.numValues > 0){this.numValues += Group.numValues;this.totalValue += Group.totalValue;}}public SqlDouble Terminate(){if (numValues == 0){return SqlDouble.Null;}else{return (this.totalValue / this.numValues);}}// private accumulatorsprivate int numValues;private SqlDouble totalValue;}[Serializable][Microsoft.SqlServer.Server.SqlUserDefinedAggregate (Format.Native)]public struct TrimmedAvg{public void Init(){this.numValues = 0;this.totalValue = 0;this.minValue = SqlDouble.MaxValue;this.maxValue = SqlDouble.MinValue;}public void Accumulate(SqlDouble Value){if (!Value.IsNull){this.numValues++;this.totalValue += Value;if (Value < this.minValue)this.minValue = Value;if (Value > this.maxValue)this.maxValue = Value;}}public void Merge(TrimmedAvg Group){if (Group.numValues > 0){this.numValues += Group.numValues;this.totalValue += Group.totalValue;if (Group.minValue < this.minValue)this.minValue = Group.minValue;if (Group.maxValue > this.maxValue)this.maxValue = Group.maxValue;}}public SqlDouble Terminate(){if (this.numValues < 3)return SqlDouble.Null;else{this.numValues -= 2;this.totalValue -= this.minValue;this.totalValue -= this.maxValue;return (this.totalValue / this.numValues);}}// private accumulatorsprivate int numValues;private SqlDouble totalValue;private SqlDouble minValue;private SqlDouble maxValue;}*/--Test #2--Scenario G - Average Query using built-in aggregate--SELECT ProductID, Avg(Cast(PercentPassed AS float))FROM TestAssignmentGROUP BY ProductIDORDER BY ProductID--Scenario H - Average Query using CLR aggregate--SELECT ProductID, dbo.Avg_CLR(Cast(PercentPassed AS float)) AS AverageFROM TestAssignmentGROUP BY ProductIDORDER BY ProductID--Scenario I - Trimmed Average Query using built in aggregates/setoperations--SELECT A.ProductID,CaseWhen B.CountValues<3 Then NullElse Cast(A.Total-B.MaxValue-B.MinValue ASfloat)/Cast(B.CountValues-2 As float)End AS AverageFROM(SELECT ProductID, Sum(PercentPassed) AS TotalFROM TestAssignmentGROUP BY ProductID) ALEFT JOIN(SELECT ProductID,Max(PercentPassed) AS MaxValue,Min(PercentPassed) AS MinValue,Count(*) AS CountValuesFROM TestAssignmentWHERE PercentPassed Is Not NullGROUP BY ProductID) BON A.ProductID=B.ProductIDORDER BY A.ProductID--Scenario J - Trimmed Average Query using CLR aggregate--SELECT ProductID, dbo.TrimmedAvg_CLR(Cast(PercentPassed AS real)) ASAverageFROM TestAssignmentGROUP BY ProductIDORDER BY ProductID

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Expected Output

Company_Code,Gl_code,Quarter_1,Amount_1,Quarter_2,Amount_2,Quarter_3,Amount_3,Quarter_4,Amount_4

Regards

Nirene

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Any suggestions? This is an awfully common type of labelling in this business!

Thanks

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How can I select data between a financial year. The financial year begin in july(7) and end in june(6).

Lets say I want all data between the begining of financial year (7) to January (1)

so I would select all data between 7 and 1. (6 months period)

and lets say I want all data between the beginning of financial year(7) to october (10) so I would just select all data between 7 and 10. (3 months period).

Below is data from a customer table.


Customer Name Month
----------------------------------------------------
APPADENE FOREST PRODUCTS7
APPADENE FOREST PRODUCTS8
APPADENE FOREST PRODUCTS9
APPADENE FOREST PRODUCTS10
APPADENE FOREST PRODUCTS11
APPADENE FOREST PRODUCTS2
APPADENE FOREST PRODUCTS3
APPADENE FOREST PRODUCTS4
APPADENE FOREST PRODUCTS5
APPADENE FOREST PRODUCTS6
BLUELEAF CORPORATION PTY LTD3
BLUELEAF CORPORATION PTY LTD4
BLUELEAF CORPORATION PTY LTD5
WESPINE INDUSTRIES PTY LTD5
WESPINE INDUSTRIES PTY LTD6
WESPINE INDUSTRIES PTY LTD3
WESPINE INDUSTRIES PTY LTD4
WESPINE INDUSTRIES PTY LTD5
WESPINE INDUSTRIES PTY LTD6
BLUELEAF CORPORATION PTY LTD6
WESPINE INDUSTRIES PTY LTD8
WESPINE INDUSTRIES PTY LTD9
WESPINE INDUSTRIES PTY LTD11
WESPINE INDUSTRIES PTY LTD12
NANNUP TIMBER PROCESSING PTY LTD3
WESPINE INDUSTRIES PTY LTD1
NANNUP TIMBER PROCESSING PTY LTD4
NANNUP TIMBER PROCESSING PTY LTD5
NANNUP TIMBER PROCESSING PTY LTD6
WESPINE INDUSTRIES PTY LTD3

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SELECT MAX(price) AS MaxPrice, MIN(price) AS MinPrice,
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FROM MasterData
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EDIT: Please skip over this and go to the 2nd post. After writing this, I realized it may be too complicated to comprehend, so I tried to simplify with another example which is found in the 2nd post. Or if you want you can read this one and try to understand it.


I would like to go over a design we came up with to handle a certain reporting requirement from an OLAP cube to see if this is a good approach. Also, I would like to hear about other designs that we can consider.

Here is the condensed version of the requirement.

We are measuring the performance of a bunch of portfolios. So among other dimensions, we have a portfolio dimension that holds the list of portfolios we are tracking. In a typical portfolio analysis, an analyst almost always looks at a portfolio's measures along side a benchmark portfolio's measures. A benchmark is another portfolio against which a selected portfolio is compared. So, for a given portfolio, there is a determined benchmark portfolio.

For example, an analyst might want to look at a measure called Annual_Yield for a portfolio called Portfolio_A. There will be an attribute on the member Portfolio_A that tells us what its benchark portfolio is. That attribute will basically be another member from the portfolio dimension. So, as a function of what an analyst chooses as the first portfolio (the subject portfolio), the cube should be smart enought to know what to select as the second portfolio (the benchmark portfolio).

To implement this, I am proposing the following structure for the table that will create the portfolio dimension.

PortfolioID, PortfolioName, Attr1, Attr2, ..., AttrN, BenchMarkID
1, Portfolio_A, blah, blah, ...., blah, 3
2, Porfolio_B, blah, blah, ...., blah, 3
3, Portfolio_C, blah, blah, ...., blah, null
4, Portfolio_D, blah, blah, ...., blah, 3
5, Portfolio_E, blah, blah, ...., blah, 6
6, Portfolio_F, blah, blah, ...., blah, null

So, the above data says that Portfolios A, B, and D uses Portfolio C as their benchmarks. And Portfolio E uses Portfolio F as its benchmark. Lastly, if a portfolio is used as a benchmark for other portfolios, then its BenchmarkID is null, meaning it doesn't get compared to anything, thus Portfolios C and F have null BenchmarkIDs. With this data, I would create a hierarchy in the portfolio dimension that has two levels. At the top level, there will be a portfolio and if that portfolio has a benchmark, then it will drill down to it.

With a portfolio dimension designed as such, I envision a fact table that looks like the following.

PortfolioID, SomeOtherDimIDs,....., Annual_Yield
1, , blah, ,....., 10%
2, , blah, ,....., 7%
3, , blah, ,....., 0%
4, , blah, ,....., 15%
5, , blah, ,....., 20%
6, , blah, ,....., 9%

So, going back to the original report which was looking at Annual_Yield by Portfolio_A, I would do an MDX statement such as

With Set [PortfolioAndBenchmark] As
DESCEDANTS(Portfolio_A)

Select
[Annual_Yield], [PortfolioAndBenchmark] On Columns,
Whatever Other Dimension On Rows
From
[Cube]

Does this make sense? The only concern I have is that I don't want the measures to aggregate along the portfolio hierarchy.





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Microsoft OLE DB Provider for SQL Server error '80040e14'

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/scripts/order/shippingstatsclose.asp, line 45


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DECLARE @msDiff INT

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SET @msDiff = 0

WHILE @msDiff <= 10
BEGIN
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I am sorry to continue bothering this forum with the
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/scripts/order/shippingstatsopen.asp, line 28

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Jul 20, 2005

Hi,Do any versions of SQL Server support the following functions, asthey appear in the Oracle Database:-1) XMLElement2) XMLAttributes3) XMLForestThanks in Advance for your replyByeAmardeep Verma

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Access Functions To SQL Server

Nov 15, 2006

I'm upsizing MS-Access to SQL Server 2005.
I need to convert the following functions:
TRANSFORM
PIVOT
FORMAT
MID

Are there any similar functions in SQL Server?

Also I have a query as follows:




SELECT Mid$([AccountNumber],3,8) AS [Account#], Format([checkamount]*100,"000000000") AS Amount, IIf(IsNull([statusdate])," ",Format([statusdate],"yyyymmdd")) AS [Date]
FROM tblResult;

How do I convert this in SQL Server query?

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User Defined Functions In SQL Server 7.0

Nov 4, 2004

hai,

I have 3 fields in my table say (F1, F2, F3). I want to get the max value out of the three fields for each row. I can create a user-defined function which accepts 3 arguments and then return the max value if i am using SQL Server 2000. But now i am using only SQL Server 7.0 (it does not support user-defined functions :confused: )

So any one could kindly let me know how could i do it in SQL Server 7.0

Thnks in advance

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SQL Server Freeze And Thaw Functions

Aug 20, 2007

Hi,
I saw in some websites that there are functions freeze and thaw in SQL server.I want to freeze the SQL server for some time and then use the thaw to unfreeze.I want to know how it could be done in SQL server 2005

Thanks in Advance

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