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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Aug 20, 2014
I am trying to group counts by week,month,quarter, year for a particular activity type and I'm having issues.Here's my code so far:
SELECT
distinct
EmailAddressID,
emailaddress,
SUM(CASE WHEN [ActivityDate] >= DATEADD(WEEK, DATEDIFF(WEEK, 0, @DT), 0)
THEN
SUM(CASE WHEN EmailActivityType = 'OPEN' THEN 1 ELSE 0 END) END AS WeekTotalOpens
FROM EmailActivity
WHERE DATEPART(YEAR, [ActivityDate]) = DATEPART(YEAR, @DT)
GROUP BY EmailAddressID,emailaddress
Desired Output:
EmailAddressId EmailAddress WeekTotalOpens MonthTotalOpens etc. then WeekTotalClicks and so on....
SQL doesn't seem to like the sub-aggregate. What is the best way to approach?
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Feb 28, 2005
I have a program that calls queries (OLAP system) the system includes a dimension of date: Year, Quater, Month, Week
When the result appears in the table, it is not in order? Only the year is in oredr and after that each heirachy is wrong and not in order....not sure how to do this!!!
any help would be grateful!!! not sure what I should be looking at.....
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Aug 18, 2014
I need developing a query to get the average count by the following:
Day - use daily info for the last ??? days
Weekly - average
- Add all days and divide by 7
- As of Saturday midnight
Monthly - average
- Add all days and divide by days in the month
- As of last save on last day of month
Quarter - average
- Add all days and divide by number of days in the quarter
- As of last day of quarter
Year - average
I don't have requirements for year as of yet.
How can I get the avery count per these timeframes?
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Sep 24, 2015
I have a date dimension set in the SSAS Cube. I have been trying get quarter,year,month,semester start and end dates using ClosingPeriod() and OpeningPeriod() functions but not getting the exact value. How the get correct dates for a given date.
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Apr 30, 2007
Hi every one,
I have a database table and currently users may retrieve records for a specified date range by providing the start and end dates and then records between those dates provided are retrieved. For example if users wanted to view all records entered in april, they would have to select 04/01/2007 as the start date and then 04/30/2007 as the end date. The records for april would then be displayed in a gridview.
How can configure my sql query such that instead the user selectes a month from a dropdownlist of 12 months. I would love a user to just select the desired month from a list instead of selecting start and end dates. Eg if they are intrested in a report for june, then they should just select june from the list instead of specifying the start and stop dates. HOW can i achieve this.
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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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Dec 11, 2006
i have some classes that I want to group by month/year (note:i dont need the day of the month)
how do i wirte my sql so it only gives me the dictinct groups month/year of the classes I have so that it comes out like so..
11/2006
12/2006
1/2007
3/2007
i try with my sql below but i cant get the groups th come out in order. i dont think it sees it as a date value.
dbo.classgiven.classdate date of the class.thank you all
SELECT DISTINCT { fn MONTH(dbo.classgiven.classdate) } " + "/" + "{ fn YEAR(dbo.classgiven.classdate) } AS monthyear,{ fn MONTH(dbo.classgiven.classdate) } AS monthcode FROM dbo.classT INNER JOIN dbo.classgiven ON dbo.classT.classcode = dbo.classgiven.classcode WHERE (dbo.classT.discount = '-1') AND (dbo.classT.coned IS NOT NULL)", conNorthwind )
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Aug 18, 2015
There is a way to get the non empty max calendar quarter of the year and the last year. For example, the max calendar quarter of the last year should be 4, and in this moment the max quarter of this year should be 3.
I am building a report in SSRS and trying to avoid query the DWH database. I want to run every query against the cube.
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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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Sep 3, 2007
Hello,
what's best for year resp. quarter Field, char(4) resp. char(1), integer or other?
Both are part of a composite index.
Thanks
Silas
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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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Sep 12, 2007
Hi, I have a matrix report with three data points
1. Inventory
2. Occupancy
3. Absorption
They are grouped in columns by Year and the data is returned by the query at Quarter granularity
My problem is that in the report, I need to display the Inventory data for the last quarter in each year however for Absorption it is the SUM of all 4 quarters
So, for 2006
Want Q4 data for Inventory, sum of all 4 quarters for Absorption
For 2007 Want Q2 data for Inventory (as it's the last loded quarter) and sum of Q1&Q2 for Absorption
How would I (or could I) do this in a Matrix Report - or is there a better way ?
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Feb 12, 2006
Hi there everbody,
i am trying to get the last day of the Q + 1 month
the first part i have succeeded (dateadd(ms,-3,DATEADD(qq, DATEDIFF(qq,0,getdate() )+1, 0))) ,but how do i add 1 more month ?
would appreciate any suggestion
regards
Yoav
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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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Feb 2, 2004
I am trying to get my db to return a date in the format day/month/year but its returning the american version month/day/year.
I'm using a DatePart function that converts my date:
CREATE FUNCTION dbo.DatePart
( @fDate datetime )
RETURNS varchar(10)
AS
BEGIN
RETURN ( CONVERT(varchar(10),@fDate,101) )
END
This returns te american version, can anyone help me to get this to convert the UK way.
Thanks
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Sep 10, 2014
This is my table and data
CVID | WorkExperience
--------------------------------
2838736
68181101
96568122
1135484
I need to convert into this result
CVID | WorkExperience
--------------------------------
283873 years
681818 years 5 months
9656812 years 2 months
1135484 months
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Mar 20, 2015
We had a requirement that need to sum the data based on quater we will be having 12 months data in the system for an year suppose we have 12 records for 2014 year. jan month sales data should be same when we were in feb month it should sum jan+feb sales and should show in sales column whereas we were in march month it should sum jan+feb+mar sales, then same for next quater also apr month it wil be same value in may it should be apr+may in may sales value etc ....
We will be having date column values as 201401,201402,.....
How can we implement in sql sever performance should be good.
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Sep 28, 2007
Hi,
How to select max of year-month in the Reporting Services. For example I have 3 fields :
1. Year-Month (format : yyyy-mm)
2. City
3. Amount Sales
In the bar chart graph, I have put the City as X-Categories, Amount Sales as Data
And I want to filter only the lastest year month in the database.
Can we do this without going to database and set the filter there ?
Thanks
best regards,
Tanipar
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May 28, 2015
I want to get a running total. But its a bit tricky. I have data depending on ID, YEAR, Month, Value like the following.
ID, Year, Month, Value
36002084 2014 Jan 8391
36002084 2014 Jan 0
36002084 2014 Jan 3440
36002084 2014 Jan 0
36002084 2014 Jan 548
36002084 2014 Jan 109
36002084 2014 Jan 125
I wrote the Query below
select
[UEP ID],[Year],[Month],sum([Total VtM EUR]) 'Running Total'
from
RegData
where
[UEP ID]=36002084 and [Year]=2014
group by [UEP ID],[Year],[Month]
I got this output
36002084 2014 Apr 887620
36002084 2014 Aug 789440
36002084 2014 Dec 528453
36002084 2014 Feb 606627
36002084 2014 Jan 331613
36002084 2014 Jul 681314
36002084 2014 Jun 330384
36002084 2014 Mar 1044301
36002084 2014 May 671818
36002084 2014 Nov 465576
36002084 2014 Oct 590147
36002084 2014 Sep 527861
Now I need to get a output like this,
36002084 2014 Jan 331613
36002084 2014 Feb 938240
A running total depending on the ID, Year and Month. Although I showed this for two steps I need to get it from one query.
Question is - To get a running total based on ID, Year, Month. If I do the normal group by and sum query I could get it for all the months for each id. But need to then add January value to February and updated February value.
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Sep 30, 2015
I have below report with following data
Date Count
April-2015 100
January-2002 30
November-2010 55
July-2000 10
What is the best approach to sort this data based on date in a tablix and also sort the date in Column bar chart?
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Oct 1, 2015
I have a column bar chart that displays counts based on category (month-Year). I have used an expression to sort the category data also.
Sample data
category countMarch-2011 2
Feb-2012 4
July-2012 7
Aug-2013 10
I have to color format the bars in set of 4 colors. I have used SWITCH statements for other charts and it worked. But here in this case since it is a date field, I am getting error.
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Jun 4, 2015
I am trying to use one dataset rather than two and was hoping to then filter the data via a table or matrix.
This is my dataset
SELECT
Practice.ibvStaffCategorisation.StaffId
,SUM(Practice.ibvStaffTotalsCL2Y.ChargeableMinutes) AS Sum_ChargeableMinutes
,SUM(Practice.ibvStaffTotalsCL2Y.NonChargeableMinutes) AS Sum_NonChargeableMinutes
,SUM(Practice.ibvStaffTotalsCL2Y.ChargeableAmount) AS Sum_ChargeableAmount
,SUM(Practice.ibvStaffTotalsCL2Y.NonChargeableAmount) AS Sum_NonChargeableAmount
,Practice.ibvStaffTotalsCL2Y.Period
[code]....
I would like to display two rows of data for each StaffId one representing the current period and the other all periods to date so the table would look something like below.
StaffId | Non Chargeable Time | Chargeable Time
CJJ | 0:20 | 4:20
| 4:50 | 19:20
JN | 0:05 | 5:30
| 1:30 | 25:30
The above shows two separate StaffId figures the first line for each shows non chargeable and chargeable for the current period and the second line a total of all periods in that year.
I have managed to get the first row to display only figures from the current period by using a filter however it also applies the same filter to the second row in the group. I have also tried to group the rows but am drawing a blank.
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Aug 21, 2015
I have a SSRS report developed in Visual Studio 2013 and using SQL server 2012. It has a date control based on parameters which works correctly in the development environment. I can select by day AND I can move from date to date by clicking on the month name to be able to move by month or double clicking to be able to move by year.
When the report is deployed to Internet Explorer 11 or Firefox I can only, click back and forward by one day at a time and I can not double click the date control to move by month or double click to move by year. I can type the dates into the parameter box and get the correct result. I have set the compatibility view settings in IE for my server.
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Aug 2, 2002
Does anyone know how I can get last day of month
if I pass a function a given month and and given year.
@Month = 2
@Year = 2004
The result I would need is 29 because there are 29 in
the month of February in the 2004.
Any help on this is greatly appreciated.
Kellie
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Jun 29, 2015
How to show the CurrentMonthanddateandyear in my report header in ssrs?
1.How to show the currentdateandMonthyear exmple date format like June 29 2015 on my report header.
2.How to change the report rdl name with the same name like EmpUpdatedreportJune 29 2015.rdl ,it is possible to create and change the rdl file name with the current dateandmonth.
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Dec 4, 2007
I have a transaction file with Company_code,Gl_code,Amount,Transaction_Date
I want to sum the amount based on a Company_Code,Glcode for every financial quarter(01/04/2007-30/06/2007,01/07/2007-30/09/2007 and so on).
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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Jun 5, 2014
I have a process to rollover prior quarter data to new quarter in a table.
For example, i have a table with (col1, col2, year, qtr) with data like ( Note: col1 is identity(1,1) )
1,'today',2014,1
2,'tomorrow,2014,1
3,'friday',2014,1
Now when i run my process, above 3 records will be rolled over new quarter 2014 Q2 and the table will be like
1,'today',2014,1
2,'tomorrow,2014,1
3,'friday',2014,1
4,'today',2014,2
5,'tomorrow,2014,2
6,'friday',2014,2
Row 1 with identity 1 has rolled over to new quarter row 4 with identity 4 ( qtr fields are changed )
Row 2 with identity 2 has rolled over to new quarter row 5 with identity 5. Same with last row as well.
Here, i have another table called "ident_map" with columns like (old identity, new identity ) and during rollover i am supposed to load ident_map table with old and new identity. So after rollover is complete, ident_map table should look like
1,4
2,5
3,6
I know using output clause I can capture the new identity values. 4,5,6 in this case. But is there any way to capture both old identity and new identity during rollover so that i can load the ident_map table with old and new identity.
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Mar 31, 2008
i have to input month/year can u tell me what would the datatype of that column? - should it be datetime or just month/year? what would be the datatype?
i have to make function called getQuantityByMonth that when given the following inputs:
input: campaign,begin month/year, end month/year
returns the item sales for the items in a campaign with the following column headers...
output: period, periodint, campaign, itemnmbr, totalquantity
@startmonthyear datetime
@endmonthyear datetime
This is hardcoded, but the output of this is an example of what i would want. The purpose of this is to be able to do a multi-line graph.
select 'Oct 07' as Period, 200710 as PeriodInt, campaign,itemnmbr, totalquantity from
mycampaignitemquantity('COPD','10/1/2007','10/31/2007')
union
select 'Nov 07' as Period, 200711 as PeriodInt, campaign,itemnmbr, totalquantity from
mycampaignitemquantity('COPD','11/1/2007','11/30/2007')
union
select 'Dec 07' as Period, 200712 as PeriodInt, campaign,itemnmbr, totalquantity from
mycampaignitemquantity('COPD','12/1/2007','12/31/2007')
union
select 'Jan 08' as Period, 200801 as PeriodInt, campaign,itemnmbr, totalquantity from
mycampaignitemquantity('COPD','1/1/2007','1/31/2007')
union
select 'Feb 08' as Period, 200802 as PeriodInt, campaign,itemnmbr, totalquantity from
mycampaignitemquantity('COPD','2/1/2007','2/28/2007')
union
select 'Mar 08' as Period, 200903 as PeriodInt, campaign,itemnmbr, totalquantity from
mycampaignitemquantity('COPD','3/1/2007','3/31/2007')
order by itemnmbr, periodint
thanks for the help.
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Dec 19, 2007
hi! i have this following query:Select DATEADD(YEAR, -2, @sDate),(dateadd(dd,-(day(dateadd(yy,1,@sDate))),dateadd(yy,1,@sDate)))..the results of these are:2005-01-01 ,2007-12-31 but i want 2007-12-31 to be 2005-12-31..how can i do that using dateadd function?
Funnyfrog
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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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Oct 24, 2007
Hi,The problem here in hand is comparing the month & year ranges rather than the entire date. I am passing a start month and start year along with the end month and end year, now the query that i have written does not seem to be appropriateMy Query:MONTH(Date_Added) BETWEEN @StartMonth AND @EndMonthAND YEAR(Date_Added) BETWEEN @StartYear AND @EndYearFor some reason this works fine if i specify the startmonth as 1 and endmonth as 12, whereas if i specify 1 and 1 it doesnot work. Can anyone help me by refining my query so that i can search a particular date within mm/yyyy and mm/yyyy. Thanks in advance.Santosh
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Jan 9, 2006
hi
I tried below but it doesnt work
select date_field from tbl group by DAY(date_field)
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