creating table for fiscal year

  • hi all

    i want to create table for fiscal year in sql server 2012.

    the fields are :

    1-ID

    2-StartDate

    3-EndDate

    but i have some problems with ID column ,i want to set it for the first year(2013)

    Id int identity(2013,1)

    when i insert the first records in 2013, ID for that record is 20131, and for the second one 20132, and ...

    next year it must be set to id int identity (2014,1)

    how can i do that?changing values of identity column ?

  • softwareeng2010 (5/20/2013)


    hi all

    i want to create table for fiscal year in sql server 2012.

    the fields are :

    1-ID

    2-StartDate

    3-EndDate

    but i have some problems with ID column ,i want to set it for the first year(2013)

    Id int identity(2013,1)

    when i insert the first records in 2013, ID for that record is 20131, and for the second one 20132, and ...

    how can i do that?changing values of identity column ?

    20131/20132? so, you are sticking quarters in a year table? maybe you need a quarters table RELATED to a year table instead?

    for me, years are self defining, so the PK of the table should be an integer for the year: 2013 for example;

    i might have the fiscal range in the table, like you plan,\.

    next year it must be set to id int identity (2014,1)

    you don't HAVE to have an identity,a dn if you doo, you cna isnert any value by using SET IDENTITY_INSERT [TalbeName] ON

    Lowell


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  • Be aware that sometimes fiscal years can shift. A company may decide to move the first day of the fiscal year from January 1 to June 1. Or they may shift from June to October. My point is that it is theoretically possible to have two fiscal years on record that start in the same calendar year, due to such shifts. So an identity column that equals a calendar year may not be the best choice for a fiscal year table. I would recommend a standard surrogate key that does not necessarily carry meaning in itself. Instead you could add a calculated column based on YEAR(StartDate) to give a shorthand reference to the fiscal year value. That would provide the desired value without having to INSERT two values into the table each time you create a new fiscal year.

  • an identity field is not what you want to use. What we have created is the following

    columns for the following -

    Date YYYYMMDD - type int ex 20130521

    Date - type datetime ex 05/21/2013

    Calendar YYYYMM - type int ex 201305

    Calendar YYYY - type int ex 2013

    Fiscal YYYYMM - type int ex 201309

    Fiscal YYYY - type int ex 2013

    You could also add columns for Quarters

    all of are fields are type int, makes it easy to do math

    We also have fields if the date is a work day (either a 1 or 0) then you can easily figure out how many work days in MTD or YTD calculations, etc

    We more fields, but this is the basic concept.

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