SQL Server 2012 :: Date Table For Financial Year

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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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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SQL Server 2012 :: Create View To Allocate Amount Per Month - Financial Year

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 2012 :: Just Get Month And Date Only In A Query Without Year?

Mar 18, 2015

This is what I have for a query but i would like to take the year off. is there a way i can just have the month and day without the year attached?

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Financial Year

Sep 22, 2006

how can you store a financial year in sql 2005

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SQL Server 2012 :: Converting Year And Month Varchar To Date

Jan 31, 2014

I have a table with Month , Year as varchar. I realized it was a big mistake. Since its getting too complicated to query this way.

Year Month Productname
2013 11 ACB
2013 11 CDE

I would now like to add another column called date and store these Year Month as a date to my existing table

Year Month ProductName Date
2013 11 ACB 2013-11-01
2013 11 CDE 2013-11-01

Is there a way I can do it for all the columns of the existing table ??

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Help Please. Select Data Between Financial Year

Feb 28, 2007

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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Calculate Contract Days In Financial Year

Feb 4, 2015

I have a table with 3 fields: Contract_No, Start_Date, End_Date. I need to calculate how many of the days between the Start and End dates fall within each financial year (FY) beginning 1st April and ending 31st March.

So for example if the Contract Start_Date is 26/01/2012 and the End_Date is 20/05/2012 or is null then the number of days for 2012 FY is 49 (counting from 01/04/2012 to 20/05/2012).

If the End_Date is null for the same contract, then the number of days for 2012 FY would be 365.

Since the contract period from Start_Date to End_Date might span more than one or even several FY I need to be able to show this in columns seperately for each FY. What is the best way of achieving this?

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Jun 3, 2014

I am using MSSQL Server 2008R2 and I am interested in returning rows from a 'financial' table that fall within the current year (each row contains a 'Entered Date'). I am located in Australia so my financial year consists of all entries between the date 01/07/xx to the 30/06/yy.

Perhaps using the datediff() function, or other functions as required to achieve what I need?

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Reporting Services :: Set Financial Year Value Dynamically In SSRS Report

Jun 28, 2015

I have a requirement to display the count of project data by their status (On Hold,  In Progress, Pre-concept and Closed) for the current FY and Last FY based on column 'Financial Year' and 'Project Status'. 

Financial Year column has a value in the following format (FY2011-12, FY2012-13, FY2013-14,FY2014-15, FY2015-16,FY2019-20 ,FY2020-21,FY2021-22)
 
I need to set the financial year value dynamically in above format for the last and current year (FY2013-14, FY2014-15) based on today's date and  Financial Year is from July to Jun. For example,

When today's  date is 28-06-2015 then it should set the current FY as FY2014-15 and Last Financial Year as FY2013-14When today's  date is 28-06-2021 then it should set current FY as FY2020-21 and Last Financial Year as FY2019-20

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SQL Server 2012 :: How To Get This Year And Last Year Totals In Two Separate Columns

Jun 19, 2014

I have two queries that give me the total sales amount for the current year, and the last year.

SELECT SUM([Sales (LCY)])
FROM [$Cust_ Ledger Entry] cle
LEFT OUTER JOIN dw.dim.FiscalDate fd
ON fd.CalendarDate = cle.[Posting Date]
WHERE [Customer No_] = '10135'
AND fd.CalendarYear = '2013'

[Code] ....

I would like to learn how to be able to make this a single query and end up with two columns and their summed up totals. Like it shows on the attached image.

This is my query without the columns I need:

SELECT
c.CustomerNumber
,c.Name
,c.ChainName
,c.PaymentTermsCode
,cle.CreditLimit AS 'CreditLimit'
,SUM(cle.Amount) AS 'Amount'

[Code] ....

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Power Pivot :: Sessions Conducted In X Years Prior To Chosen Financial Year

Jun 25, 2015

I have a simple 2 column dataset representing Date of session and Client Name (Please download workbook from here - [URL] ....  The Financial Year runs from April 1 to March 31.  I want to determine the number of sessions conducted in chosen financial year - 2.  So if I select FY 2015-16 in a slicer, then, I want view the number of session conducted client wise in FY 2013-14.  This is the formula calculated field formula I have written but when I drag this in the Pivot Table, I get an error message.  In the calculated field window, when I click on Check for errors, then there are no errors at all.

=CALCULATE([Sessions conducted],DATESBETWEEN(calendar[Dates],EDATE(FIRSTDATE(calendar[Dates]),-24),EDATE(FIRSTDATE(calendar[Dates]),-12)-1))

I cannot identify my error.

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Sql For Financial Reporting Periods This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year

Oct 26, 2006

Does anyone know of a way to use a funtion for returning records based on fiscal reporting periods like Quickbooks uses for example "This Month", "Last Month", "This Quarter", "Last Quarter", "This Year", "Last Year". While I realize that I can create a very long date time parsing routine  for this but it is not very elegant or useful. I thought there might be a way to do this already with an existing function.I have created a stored procedure that I pass a @ViewRange Parameter to and it returns the records that I want but I need this ability in several procedures and wanted to turn it into a stored procedure.IF @ViewRange = 'This Month' SELECT TOP 20 Customer.LastName AS Customer, SUM(Sales.AmtCharge) AS Amount FROM Customer INNER JOIN Sales ON Customer.CustNo = Sales.CustNo WHERE (MONTH(Sales.InvDate) = MONTH(CURRENT_TIMESTAMP)) AND (YEAR(Sales.InvDate) = YEAR(CURRENT_TIMESTAMP)) GROUP BY Customer.LastName ORDER BY SUM(Sales.AmtCharge) DESC;IF @ViewRange = 'Last Month' SELECT TOP 20 Customer.LastName AS Customer, Sum(Sales.AmtCharge) AS Amount FROM Customer INNER JOIN Sales ON Customer.CustNo = Sales.CustNo WHERE(MONTH(Sales.InvDate) = MONTH(CURRENT_TIMESTAMP) - 1) And (YEAR(Sales.InvDate) = YEAR(CURRENT_TIMESTAMP)) GROUP BY Customer.LastName ORDER BY Sum(Sales.AmtCharge) DESC; Any ideas? 

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Extract Date,month, Year From The Date Getting From Sql Table

Apr 14, 2008

Hello All,
i have three textboxes in a page and i want fill those textboxes  with the date, month,year respectively.....
i have a datecreated column in discount table in a mm/dd/yy format ...how to extract the date, month, year from this format and put the value in textboxes..?
Any help..
Thanks..
Anne

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SQL Server 2012 :: How To Match Two Different Date Columns In Same Table And Update Third Date Column

May 30, 2015

I want to compare two columns in the same table called start date and end date for one clientId.if clientId is having continuous refenceid and sartdate and enddate of reference that I don't need any caseopendate but if clientID has new reference id and it's start date is not continuous to its previous reference id then I need to set that start date as caseopendate.

I have table containing 5 columns.

caseid
referenceid
startdate
enddate
caseopendate

[code]...

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SQL Server 2012 :: Compare Current Year Data With Last Year Data - Day Adjusted

May 25, 2015

Our business get orders through the week with the weekends (Fri & Sat) orders being higher than weekdays. Im wanting to graph this years data with last years and possible the years before but to compare days in such a way that the all the weekdays line up. so comparing 2015 week 1 with 2014 week 1 but with 03/01/2015 (Sat) lining up with 04/01/2014 (Sat) etc.

I'm looking for alternatives to adding or removing days from the dates to solve this issue, i have a date dimension table for the past 5 years that i can use to compare calendar week 201401 with calendar week 201501 but I am finding it a bit inflexable.

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To Send The Date Format If The User Has Specified Only Month And Year, Or Only The Year

Aug 30, 2004

I have three web form controls, a ddl that contains the day, another ddl that contains the month and a textbox that contains the current year. To send the date chosen by the user to the database, I join the three web form control values so that the resultant string is ‘day/month/year’ thus:

CmdInsert.Parameters("@Date").Value = day.SelectedItem.Value + "/" + month.SelectedItem.Value + "/" + year.Text()

And the resultant string is: dd/mm/yyyy, for example 30/08/2004.
But the problem is if the user does not select any day or any day and month, then the resultant string is for example; 00/08/2004 or 00/00/2004, but the problem is the database does not accept this format as datetime. How can I do it?

I want the user has the possibility to chose as well only the month and year, and as well only the year. Is it possible to send to the database the datetime format with only the month and year, or only the year?

Thank you,
Cesar

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How To Do A Year-to-date SQL Query Where Year Commences In August?

Jul 20, 2005

Does anyone have an example of an SQL query which returns rows for theyear-to-date, but where the "year" commences on August 1st?e.g. select * from mytable where datefield > last august 1stTIA for any helpIsabel

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Year (date) Totals Comparing To Column Values In Same Table?

Jan 31, 2014

how to write condition for self table year records, such 2012 name and acctno match with 2013 name and acctno then total, provided below,

create table #tab1 (MasterKey int, AcctNo varchar(12),name varchar(25), SumaofShares numeric, request_dat datetime )
--drop table #tab1
insert into #tab1 values (1000, 100,'Tom', 2500, '10/01/2012')
insert into #tab1 values (1001, 101,'Bat', 1550, '08/11/2012')
insert into #tab1 values (1002, 102,'Kit', 1600, '06/12/2012')
insert into #tab1 values (1003, 103,'Vat', 1750, '04/15/2012')
insert into #tab1 values (1010, 104,'Sim',200, '04/21/2013')

[code]....

i would like to get 4 columns output

how to get sumofshares (#tab1) and TotalOutStanding(#tab2) summ up with these values,

MasterKey (#tab1) and IssueKey (#tab2) are like primary key and foreign key

so the request is

need to calculate, sumofshares (#tab1) and TotalOutStanding(#tab2) as below

1)ShareBenefist = U and year( request_dat) in (2012 , 2103) and (Name for 2012 should match with 2013 name and 2012 Acctno should match with 2013 accounno) in (#tab1)
then '2012 and 2013 accts UN Veriverted'
2)ShareBenefist = V and year( request_dat) in (2012 , 2103) and (Name for 2012 should match with 2013 name and 2012 Acctno should match with 2013 accounno) in (#tab1)
then '2012 and 2013 accts Veriverted'
3)ShareBenefist = N and year( request_dat) in (2012 , 2103) and (Name for 2012 should match with 2013 name and 2012 Acctno should match with 2013 accounno) in (#tab1)
then '2012 and 2013 accts NONVERT'
4)year( request_dat) =2102 and Name and Acctno not match with 2013 account name and acctno (#tab1)
then '2012 last year accounts'
5)year( request_dat) = 2013 and Name and Acctno not match with 2013 account name and acctno (#tab1)
then '2012 This year accounts'

for ex 1) the below accounts in #tab1 has both 2012 and 2013 and acctno same in both years and name is same in both years so it is condired as

insert into #tab1 values (1012, 100,'Tom',800, '08/22/2013')

for ex 2)

insert into #tab1 values (1013, 101,'Bat',550, '09/15/2013')

for ex 4) 2012 records there is not match acctno and name in 2013 recods

insert into #tab1 values (1002, 102,'Kit', 1600, '06/12/2012')

for ex 5) 2013 records there is no match of name and acct no with 2012 records

insert into #tab1 values (1010, 104,'Sim',200, '04/21/2013')
insert into #tab1 values (1014, 100,'Pet',200, '02/21/2013')
insert into #tab1 values (1016, 110,'Sun',800, '03/22/2013')
insert into #tab1 values (1017, 111,'Bet',550, '12/15/2013')

Expected Results (just for format)

AcctTypeDescription,SumofShares, OtotalutStand
'2012 and 2013 accts UN Veriverted',2700,234
'2012 and 2013 accts Veriverted' ,2890,234
'2012 and 2013 accts NONVERT' ,4533,325
'2012 last year accounts' ,2334,567
'2012 This year accounts' ,2222,877

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May 15, 2015

I have a list of students who have taken a test on different dates.

I need a function to calculate year ago date from the date of test.

eg Sam took the test on feb 23 2015

I need to get a feb 23 2014 to see what subjects he studied from feb 23 2014 to feb 23 2015.

How can I do that.

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Jan 13, 2015

I am trying to select data from table that have YYMM as table names, they are formatted table1410,table1411, table1412. I am trying to format it like this

declare @tablename60 varchar(50) = 'table' + SUBSTRING(CAST(DATEPART(YY,dateadd(yy, -1, getdate())) as varchar(4)),3,4) + SUBSTRING(CAST(DATEPART(MM,dateadd(mm, -1, getdate())) as varchar(2)),1,2)

But this is hard coding the YYMM, and I would like to have it pull 30,60,90 days fromthe first of the current month. I am having a bit of trouble formatting, how to accomplish this.

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SQL Server 2012 :: Date Range Checking In Table

Mar 16, 2015

I have a table with EmployeeID, StartDate, and EndDate with a PK of EmployeeID, StartDate. How can I check to see that there's no overlap for StartDate and EndDate for a given employee? That is, on any given day there must only be 1 row for an employee where Getdate() is Between StartDate and EndDate. For an active employee their EndDate is set to 06/06/2079.

I've tried it using Row_Number() with Over() but am returning too many rows indicating overlap when none exists.

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Aug 25, 2014

We have a database and have 6-7 growing tables. All the tables have Primary and foreign key relation. I want to do partition based on the date column.

I need 3 partitions

First partition has to hold present data
second partition need to hold the previous year data (SAS storage)
Third partition need to hold all the old data and need to be in the archive database

I understand that first we need to disable the constraints (Indexes PK & FK)
Then create partition function and partition schema
Then Create the Constraints again

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SQL Server 2012 :: Querying Table With Several Date Type Columns

Oct 30, 2014

I have a table (we will cal DateTable) with several (20) columns, each being a date type. Another table's (Project) PK is referenced in the DateTable.

I am trying to write a query that will pull all dates for a specific project from the DateTable if they meet certain criteria(i.e. if the date is <= 7 days from now.

I started with a normal select statement selecting each column with a join to the project and then a where clause using

(DateTable.ColumnName BETWEEN GETDATE() AND DATEADD(day, 7, GETDATE()) OR (DateTable.ColumnName BETWEEN GETDATE() AND DATEADD(day, 7, GETDATE())) ...

The rest of the columns(all with OR between them).

The problem with this is that because I am using OR once one of the dates meets the criteria it selects all the dates that are associated with the project. I ONLY want the dates that meet the criteria and don't care about the rest.

Obviously because I have all the columns in the select statement... So I need something like

Select ALL Columns
from DateTable d
Join Project p
where p.ProjectID = d.ProjectID AND only dates BETWEEN GETDATE() AND DATEADD(day, 7, GETDATE()))

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May 12, 2015

I have a date that I need to add 'n' number of business days to. I have a calendar table that has a 'IsBusinessDay' flag, so it would be good if I was able to use this to get what I need. I've tried to use the 'LEAD' function in the following way;

SELECT A. Date, B.DatePlus3BusinessDays
FROM TableA A

LEFT JOIN (Select DateKey, LEAD(DateKey,3) OVER (ORDER BY datekey) AS DatePlus3BusinessDays FROM Calendar WHERE IsBusinessDay = 1) B ON A.DateKey = B.DateKey

Problem with this is that because I am filtering the Calendar for business days only, when there is a date that is not a business day in TableA, a NULL is being returned.

Is there any way to do a conditional LEAD, so it skips rows that are not business days? Or do I have do go with a completely different approach?

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SQL Server 2012 :: Joining Table To Itself To Get Most Recent Date As Well As Additional Fields

Mar 11, 2014

I am querying a table log file in an attempt to get the most recent status of an item. The items can have a variety of different statuses:

(A = Active, R = Repeat, L = liquidation......)

Here is a sample of the data I am trying to report off of:

CREATE TABLE [dbo].[item_status](
[item_number] [varchar](20) NULL,
[sku] [varchar](100) NULL,
[Field_Name] [varchar](50) NULL,
[Old_Value] [varchar](150) NULL,
[New_Value] [varchar](150) NULL,
[Change_Date] [smalldatetime] NULL
) ON [PRIMARY]

[code]...

I have tried join to the same table - but I am still unable to get it to work.

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Fiscal Year Date Help??? I Need The First Day Of The Year To Be 01/27.

Feb 4, 2008


Greetings All,
I have a SQL question that maybe someone out there can help me with. Our fiscal year starts on 01/27. I want to write a query that I can pass a date to and it will return the week number (DATEPART("ww", someDate)) of the year using the Fiscal Year Start Date as the base. Datepart works great except it figures the first day of the year as 1/1. Does anyone know how I can make it work with a first day of the year equal to the fiscal year date 01/27. Any help would be appreciated.
TIA,
~ck

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Oct 29, 2014

Attached is a file that generates a sample dataset from which I want to forecast a value for column 'Parcel Count 2014' from tomorrow (30/10/2014) till the end of December (31/12/2014). The forecast should be based on values from column 'Parcel Count 2013' for the same Month.

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SQL Server 2012 :: Selecting Max Between Two Dates For A Given Year

Jul 23, 2015

I have three tables: EMP (ID, NAME), EMPDATE (ID, STARTDATE, ENDDATE), YEAR(YEAR)

I would like to get the most recent date within a given year per each EMP? For example, EMPID 1 can be enrolled in many programs, each program has start end dates. I need to list the most recent date an employee was enrolled (max date between START AND END DATE which ever is most recent enrollment) for a given year. For example, for 2014 his/her most recent enrollment should be 10/23/2014 for year 2014 and 2013-10-24 for year 2013.

SELECT ID, EMP.NAME, DTE.StartDate, DTE.ENDDATE, year
FROM
EMP_DATE DTE join
EMP_INFO EMP on EMP.ID = DTE.ID join
YEAR YR on YR.YEAR = YEAR(DTE.STARTDATE)

DATA SAMPLE:

EMP
ID NAME
1 JOHN

EMP_INFO
ID STARTDATE ENDDATE
12013-10-24 2014-03-11
12014-06-13 2014-03-11
12014-06-15 2014-03-11
12014-09-08 2014-03-11
12014-09-12 2014-03-11
12014-09-14 2014-03-11
12014-01-13 2014-05-17
12014-05-14 2014-06-09
12014-06-10 2014-06-16
12014-08-31 2014-09-04
12014-09-05 2014-09-06
12014-09-07 2014-10-23

YEAR

Year
2012
2013
2014
2015

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Sep 22, 2014

What's the best way to calculate a customers age and value by month and year?

I need to be able to calculate customer value by month and year, and then to calculate their age at each month in time. I've found a way of grouping sales by month and year that includes age for a particular contact like this:

select fh.contact_number
, concat(year(fh.transaction_date), '-', month(fh.transaction_date)) as transaction_month_year
, cast(fh.transaction_date as date) as transaction_date
, sum(fh.amount) as ttl_amount_in_month

[Code] .....

It seems to work, but any better way to achieve this?

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Is there a way to show multiple metrics in 1 SQL pivot operator. Basically, I have the Table1 and want the desired results is the Table2 format.

Table1

ACCOUNTS YEARREVENUEMARGIN
ACCOUNT1 2012100 50
ACCOUNT1 2013104 52
ACCOUNT1 2014108 54

[code]....

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I am trying to select records based on a year.

DECLARE @Date
SET @Date = 2012
DECLARE @Year int
SET @Year = (SELECT DATEPART(yyyy,@Date))
SELECT @Year AS Year

--SELECT *
-- FROM [Orders].[dbo].[Orders] od
-- WHERE .Orderl_Date < @Date;
----WHERE DATEPART(yyyy,@Date)= @Year
----WHERE DATEPART(yyyy,od.Order_Date)= @ArchiveYear

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SQL Server 2012 :: Select Records Based On Year?

Aug 17, 2015

DECLARE @Date
SET @Date = 2012
DECLARE @Year int
SET @Year = (SELECT DATEPART(yyyy,@Date))
SELECT @Year AS Year
--SELECT *
-- FROM [Orders].[dbo].[Orders] od
-- WHERE .Orderl_Date < @Date;
----WHERE DATEPART(yyyy,@Date)= @Year
----WHERE DATEPART(yyyy,od.Order_Date)= @ArchiveYear

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