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Calculate last 3 Month End/Quarter End Dates

  • September 24, 2009 at 10:31 am

    #135934

    Hi,

    I am creating a report which has input as date (which is a month end Date) and option to run Monthly/Quarterly. If Monthly option is selected then for the selected date, the report should run for selected month end and previous 3 month ends showing summary data. Similarly if Quarterly option is selected and quarter end date is entered then it should run for selected quarter and previous 3 quarter ends showing summary data.

    Eg. for Monthly. If 08/31/2009 is selected, need to calculate previous

    3 month end dates: 07/31/2009, 06/30/2009, 05/31/2009

    Eg. for Quarterly. If 06/30/2009 is selected, need to calculate previous

    3 quarter end dates: 03/31/2009, 12/31/2008, 09/30/2008 (based on the Calender Year)

    Thanks,

  • September 24, 2009 at 12:53 pm

    #1058224

    duplicate post.

    discussion already started here .


    Lutz
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  • September 24, 2009 at 1:06 pm

    #1058230

    It took lot of time for formatting the sample 3 line summary data. I tried to delete/edit the post (from original content) but I couldn't find such an option in this forum. It would be good to have such an option atleast for the person who is trying to post and if it accidently gets posted/ doesn't get formatted properly.

    Next time I shall try to post the Questions properly.

    Anyway thanks for your time and keep up the good work!

    By the way I have found the solution for what I was looking for.

    Have wonderful day!

  • April 27, 2010 at 7:30 am

    #1158208

    I got a request from one of our groups to create a report by quarter with the option of monthly. Can you tell me where you found your answer please. ...

  • April 27, 2010 at 8:26 am

    #1158272

    Assuming user enters the input report run date as @ReportDate and you need to generate the report for previous month and previous quarter, below is how I have calculated the Previous Month Begin Date & End date and Previous Qtr Begin Date & End Dates:

    ----Set the last month end and last month beginning for the monthly report

    DECLARE @LAST_MONTH_BEG DATETIME

    DECLARE @LAST_MONTH_END DATETIME

    SET @LAST_MONTH_END = DATEADD(D, 0, DATEDIFF(D, 0, DATEADD(s,-1,DATEADD(mm, DATEDIFF(m,0,@ReportDate),0))))

    SET @LAST_MONTH_BEG = DATEADD(DD, 1 - DAY(@LAST_MONTH_END), @LAST_MONTH_END)

    ----Set the Last Quarter End (for calendar year) and Last Quarter beginning for the Quaterly report

    DECLARE @LAST_Q_BEG DATETIME

    DECLARE @LAST_Q_END DATETIME

    SET @LAST_Q_BEG = DATEADD(q,DATEDIFF(q,0,@ED)-1,0)

    SET @LAST_Q_END = DATEADD(D, 0, DATEDIFF(D, 0, dateadd(s,-1,DATEADD(q,1,@LAST_Q_BEG))))

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