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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Sep 22, 2006
how can you store a financial year in sql 2005
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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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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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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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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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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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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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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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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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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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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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Mar 25, 2015
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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Aug 17, 2015
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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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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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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Oct 21, 2014
I need to build a report that compares a count on a certain day of the week by month by year by stacks. That is,for first Monday in October 2012 against first Monday in October 2013 for stack DM1 against first Monday in October 2014 stack DM1, same for second Monday, first Tuesday, second Tuesday, ect. Attached is a sample dataset and what I want to achieve.
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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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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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Jul 19, 2007
I have select statement that returns data on a construction project.
I have a start date, end date, and forecasted cost for each task in the project. I need to create a table that spreads the dollars in a linear fashion broken down by fiscal period.
I have:
task_id, start_date, end_date, cost
1, 9/15/2008, 12/15/2008, 3000
2, 7/1/2008, 12/15/2008, 550
I need
task_id, fiscal_period, cost
1, 200803, 500
1, 200804, 1000
1, 200805, 1000
1, 200806, 500
2, 200801, 100
2, 200802, 100
2, 200803, 100
2, 200804, 100
2, 200805, 100
2, 200806, 50
I can do the math to properly calculate the dollar amount, I am having trouble creating the statement that will process through each row of my select statement and insert multiple rows into the new table.
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Jan 12, 2007
Hi everyone
Primary platform is 2005 on 64-bit.
I've got a couple of questions linked to partitionating tables.
-What sort of criteria follows Database Engine when you have two NDF assigned to one filegroup and this filegroup is part of partition
What's more: Could I force that Sql will use one by default?
I mean, my first partition encompass from 20020101 till 20030101. When I add data for example March or June, could I decide that these months belong to NDF1 rather than NDF2?
Let me know if you need further details.
Thanks in advance for your time,
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Dec 20, 2006
Hello.Lets say that there is a table with N rows. now, i want to display the table's data on a web page. one way is to select the whole table and add each row's data to the webpage (something like SELECT * FROM TABLE1).going this way will create a huge page. i want to speared the results over multiple pages - excatly as this forum spread each forum messages over multiple pages.
for this purpose, i need to query Y rows each time, for example, if my table has 20 rows, and say that i want that each page will display 5 rows, then i need to query 5 rows each time. the first 5 rows for the first page, the next 5 rows for the second page and so on...
is there any way to achieve it using an SQL query?
the simplest way is to select the whole table and manaually filter the results. but this way will become slow as the table grows with data... and i dont want to select rows which i wont display anyway.
any suggestions?
Thanks.
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Aug 3, 2015
I have some my below requirment to loading some last year and currnet year records for some ID's in my table,
We have to load the ID's that are active at the end of the year for the prior year and ID's that are active as of today for the current year.Here is the scenario when the ID is currently terminated but active at the end of the prior year and the record is not in the table.so, we didn’t load the count for the prior year
Here prior year is 2015-2015 and Current year is 2015-2016
CREATE TABLE remp_year
(ID INT,
STATUS NVARCHAR(100) NULL,
START_DATE DATE NULL,
END_DATE DATE NULL,
date_year nvarchar(10) NULL)INSERT INTO remp_year VALUES (10,'Active','2015-05-26','2015-12-31','2015-2016');
[Code] ...
Here ID 20 and 50 for terminated records is the prior year records so it should count for the last year and those are active in this year those will count for this year.
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Sep 18, 2013
I have the following script that calculates Sales by month and current year.
We run a Fiscal year from April 1st thru March 31st.
So April 2012 sales are considered Fiscal Year 2013.
Is there a way I can alter this script to get Fiscal Year Totals?
select ClassificationId, YEAR(inv_dt) as Year, cus_no,
isnull(sum(case when month(inv_dt) = 4 then salesamt end),0) as 'Apr',
isnull(sum(case when month(inv_dt) = 5 then salesamt end),0) as 'May',
isnull(sum(case when month(inv_dt) = 6 then salesamt end),0) as 'Jun',
isnull(sum(case when month(inv_dt) = 7 then salesamt end),0) as 'Jul',
[Code] ....
Data returned looks like the following.
ClassificationID Year Cus_no Apr May June ....
100 2012 100 $23 $30 $400
100 2013 100 $40 $45 $600
What I would need is anything greater than or equal to April to show in the next years row.
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Mar 27, 2015
I'm trying to generate a report using matrix like this
Month
Product PreviousYearSalesAmount SelectedYearSalesAmount %SalesDifference
I can populate year sales amount, but i cant calculate the percentage.
Note: Month and Year are passed as parameters.
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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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Feb 25, 2004
I'm using PHP with SQLServer2k to create a page containing monthly counts of episodes at a facility occurring between two user selected month/year combinations. For instance, the user could select 10/2003 and 2/2004 and facility X and get a line for each month showing the count of episodes occuring in that month.
The problem is that the episode date is stored in three integer fields (epiday, epimonth, epiyear) and I'm having a terrible time getting them into a format where I can use them in a between statement.
I've tried evaluating the parts of the episode date seperately like:
where
(epimonth>=10 and epiyear=2003)
or
(epimonth<=2 and epiyear=2004)
and that works, but what happens when someone wants to see from 10/2002 to 2/2004?
Any suggestions on the best way to do this?
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May 5, 2014
We have customers who are new to this year (2014) and there same customers in last year (2013). also there are customers we have not received business this year but only last year. so there are 4 conditions.
1) New customer (2014) - Customer(B)
2) Old Regular customer (2013 and 2014) - Customer(A)
3) Last Year (Lost) customer (2013) - Customer(C), no business received in year(2014)
For example we have a transaction table:
TransactionId, ReceivedDate, Customer
1, 2-Dec-2013, A
2, 3-Jan-2014, A
3, 2-Mar-2014, B
4, 25-Nov-2013, C
I want results like
Customer, Business (this year activity/last year activity)
A, 1/1
B, 1/0
C, 0/1
How can i show this for each year? I used to separate it month wise as below but it does not return applying year with each customer anyhow...
select t.customerId, YEAR(Receiveddate),
sum(case month(ReceivedDate) when 1 then 1 else 0 end )as Jan,
sum(case month(ReceivedDate) when 2 then 1 else 0 end )as Feb,
sum(case month(ReceivedDate) when 3 then 1 else 0 end )as Mar,
sum(case month(ReceivedDate) when 4 then 1 else 0 end )as Apr,
[Code] ....
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Mar 15, 2006
HiI want to write a function that can return a sum for a given daterange. The same function should be able to return the sum for the sameperiod year before.Let me give an example:The Table LedgerTrans consist among other of the follwing fieldsAccountNum (Varchar)TransdateAmountMST (Real)The sample data could be1111, 01-01-2005, 100 USD1111, 18-01-2005, 125 USD1111, 15-03-2005, 50 USD1111,27-06-2005, 500 USD1111,02-01-2006, 250 USD1111,23-02-2006,12 USDIf the current day is 16. march 2006 I would like to have a functionwhich called twice could retrive the values.Previus period (for TransDate >= 01-01-2005 AND TransDate <=16-03-2005) = 275 USDCurrent period (for TransDate >= 01-01-2006 AND TransDate <=16-03-2006) = 262 USDThe function should be called with the AccountNum and current date(GetDate() ?) and f.ex. 0 or 1 for this year / previous year.How can I create a function that dynamically can do this ?I have tried f.ex. calling the function with@ThisYear as GetDate()SET @DateStart = datepart(d,0) + '-' + datepart(m,0) +'-'+datepart(y,@ThisYear)But the value for @dateStart is something like 12-07-1905 so thisdon't work.I Would appreciate any help on this.BR / Jan
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