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Set fiscal year, have year automatically roll over


Set fiscal year, have year automatically roll over

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jheltsley
jheltsley
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I would like to (1) set the fiscal year as 12/01 - 11/30 and (2) have the data automatically roll over so only data for the current fiscal year is shown. I have the basic script but I can figure out the rollover. Note the dates are yyyymm.

/*Top 5 Billable Matters*/
select top 5 c.num, m.num, m.name, sum(t.hrs)
from time t
join matter m on t.matter_uno = m.matter_uno
join matter_tm tm on m.matter_uno = tm.matter_uno
join client c on m.client_uno = c.client_uno
join personnel p on t.tk_empl_uno = p.empl_uno
where t.period between '200912' and '201011'
and tm.class in ('B')
and p.employee_num = 'xxxx'
group by c.num, m.num, m.name
order by sum(t.hrs) desc
Ben Teraberry
Ben Teraberry
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You're already pulling your weeks from a table "time t". Why not just add a fiscalYear column to that table and group on it and/or just add where t.fiscalYear = whatever?

└> bt


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Conficker
Conficker
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DECLARE @MyDate DATETIME SET @MyDate = getDate()

DECLARE @StartDate DATETIME DECLARE @EndDate DATETIME

SET @StartDate = DATEADD(dd,0, DATEDIFF(dd,0, DATEADD( mm, -(((12 + DATEPART(m, @MyDate)) - 4)%12), @MyDate ) - datePart(d,DATEADD( mm, -(((12 + DATEPART(m, @MyDate)) - 4)%12),@MyDate ))+1 ) ) SET @EndDate = DATEADD(ss,-1,DATEADD(mm,12,@StartDate ))

SELECT @StartDate,@EndDate
Jeff Moden
Jeff Moden
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Points: 44981 Visits: 39869
I realize that this is an older post and no one may still be listening, but I ran out of "fun" posts and thought I'd give this one a try.

The goal the OP had in mind was to use the existing query but to make it auto-magically lookup the correct fiscal year's worth of information based on the current date. The fiscal year is based on a 12/01 through 11/30 time frame for each year.

The following will do just that. It's a reformatted copy of the original query where I replaced the BETWEEN for t.period with my own devices. The code easily handles leap years and could be turned into a parameterized iTVF (inline Table Valued Function) or maybe even a view, if so desired. If you break them down, the forumlii are pretty easy to understand, as well.


SELECT TOP 5 c.num, m.num, m.name, SUM(t.hrs)
FROM dbo.time t
JOIN dbo.matter m ON t.matter_uno = m.matter_uno
JOIN dbo.matter_tm tm ON m.matter_uno = tm.matter_uno
JOIN dbo.client c ON m.client_uno = c.client_uno
JOIN dbo.personnel p ON t.tk_empl_uno = p.empl_uno
WHERE t.period >= CONVERT(CHAR(6),DATEADD(yy,DATEDIFF(mm,-1,GETDATE())/12 ,0),112)
AND t.period < CONVERT(CHAR(6),DATEADD(yy,DATEDIFF(mm,-1,GETDATE())/12+1,0),112)
AND tm.class IN ('B')
AND p.employee_num = 'xxxx'
GROUP BY c.num, m.num, m.name
ORDER BY SUM(t.hrs) DESC



--Jeff Moden

RBAR is pronounced ree-bar and is a Modenism for Row-By-Agonizing-Row.
First step towards the paradigm shift of writing Set Based code:
     Stop thinking about what you want to do to a row... think, instead, of what you want to do to a column.
Although they tell us that they want it real bad, our primary goal is to ensure that we dont actually give it to them that way.
Although change is inevitable, change for the better is usually not.
Just because you can do something in PowerShell, doesnt mean you should. Wink

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