SQL Server 2012 :: Create View To Allocate Amount Per Month - Financial Year
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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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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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 have the table below and like to create a view to show the no of days the property was vacant or void and rent loss per month. The below explanation will describe output required
For example we have a property (house/unit/apartment) and the tenant vacates on 06/09/2014. Lets say we fill the property back on 15/10/2014. From this we know the property was empty or void for 39 days. Now we need to calculate the rent loss. Based on the Market Rent of the property we can get this. Lets say the market rent for our property is $349/pw. So the rent loss for 39 days is 349/7*39 = $1944.43/-.
Now the tricky part and what im trying to achieve. Since the property was void or empty between 2 months, I want to know how many days the property was empty in the first month and the rent loss in that month and how many days the property was empty in the second month and the rent loss incurred in that month. Most of the properties are filled in the same month and only in few cases the property is empty between two months.
As shown below we are splitting the period 06/09/2014 - 15/10/2014 and then calculating the void days and rent loss per month
Period No of Void Days Rent Loss
06/09/2014 - 30/09/2014 24 349/7*24 = 1196.57
01/10/2014 - 15/10/2014 15 349/7*15 = 747.85
I have uploaded a screenshot of how the result on this link: [URL] ....
Declare @void Table
(
PropCode VARCHAR(10)
,VoidStartDate date
,LetDate date
,Market_Rent Money
[Code].....
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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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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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Jan 30, 2015
How could I create a table that shows the month, each day in that month and the year and give me the option to set a start date & and end date? This is sql server 2005. I have used this before, but it doesn't allow me to see the days in the month. Essentially I want my output to be
Day Month Year
01-01-2012 January 2012
.......
01-02-2015 January 2015
.....
03-01-2015 March 2015
....
08-02-2020 August 2020
Code:
CREATE TABLE #yourTempTable([MonthName] VARCHAR(9), [Year] INT);
WITH CTE(N) AS (SELECT 1 FROM (SELECT 1 UNION ALL SELECT 1)a(N)),
CTE2(N) AS (SELECT 1 FROM CTE x CROSS JOIN CTE y),
CTE3(N) AS (SELECT 1 FROM CTE2 x CROSS JOIN CTE2 y),
TALLY(N) AS (SELECT 0 UNION ALL
SELECT TOP 11 ROW_NUMBER() OVER(ORDER BY (SELECT NULL))
FROM CTE3),
DATETALLY(N) AS (SELECT DATEADD(month, DATEDIFF(month, 0, GETDATE())+N, 0)
FROM TALLY)
INSERT INTO #yourTempTable
SELECT DATENAME(month,N), YEAR(N)
FROM DATETALLY;
SELECT *
FROM #yourTempTable;
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Jul 21, 2015
I'm wanting to create reports in SSDT 2012 which is connected to a 2008R2 database. I want to have parameters on for my reports where a user is able to select a year such as 2014. Unfortunate my table containing the data has two columns with a date value. the first is of the int type and contains an epoch formatted date. The second is a varchar type and shows the date as 2015-07-01 08:00:00. I would like to be able to write a query to return the year, monthnumber and daynumber from either of these columns.
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Sep 22, 2006
how can you store a financial year in sql 2005
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Feb 3, 2015
I'm trying to create a WHERE statement that will calculate values from our current fiscal year to the last complete month.I'm using code that was created for us that does the calculations for our entire fiscal years. I thought I had fixed the WHERE statement to work like we wanted last year, but it appears to be broken now after trying it again in January and February. I'm guessing my WHERE statement only works for March and up, but how to get it to work for every month. Most attempts I'm trying it's just returning very large and inaccurate values.
I included my WHERE statement below of what I originally had that worked last year. The @BeginYear/Month/etc are retrieved from a different table and @Month is just set to MONTH(GETDATE())-1.
WHERE
(YEAR(SA3.DocumentDate)=@BeginYear AND MONTH(SA3.DocumentDate)>=@BeginMonth AND MONTH(SA3.DocumentDate)<=@Month)
OR
(YEAR(SA3.DocumentDate)=@EndYear AND MONTH(SA3.DocumentDate)<=@EndMonth AND MONTH(SA3.DocumentDate)>=@Month)
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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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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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Nov 9, 2015
I have two tables Costtable (Id,ResourceId, Amount,Date) and ResourceTable (ResourceId,Name) which shows output as below.
I want to show 0 amount for rest of the name in case of September. For e.g. if rest of the Resources does not appear in cost table they should appear 0 in amount
My Desired output
My current query
SELECT
RG.Id AS Id,
RG.Name AS Name,
ISNULL(SUM(AC.Amount), 0) AS Amount,
RIGHT(CONVERT(varchar(10), AC.[Date], 105), 7) AS [YearMonth]
[Code] ....
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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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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 $600
What I would need is anything greater than or equal to April to show in the next years row.
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Jul 29, 2015
My goal is to select values from the same date range for a month on month view to compare values month over month. I've tried using the date trunc function but I'm not sure what the best way to attack this is. My thoughts are I need to somehow select first day of every month + interval 'x days' (but I don't know the syntax).In other words, I want to see
Select
Jan 1- 23rd
feb 1-23rd
march 1-23rd
april 1-23rd
,value
from
table
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Aug 30, 2004
I have three web form controls, a ddl that contains the day, another ddl that contains the month and a textbox that contains the current year. To send the date chosen by the user to the database, I join the three web form control values so that the resultant string is ‘day/month/year’ thus:
CmdInsert.Parameters("@Date").Value = day.SelectedItem.Value + "/" + month.SelectedItem.Value + "/" + year.Text()
And the resultant string is: dd/mm/yyyy, for example 30/08/2004.
But the problem is if the user does not select any day or any day and month, then the resultant string is for example; 00/08/2004 or 00/00/2004, but the problem is the database does not accept this format as datetime. How can I do it?
I want the user has the possibility to chose as well only the month and year, and as well only the year. Is it possible to send to the database the datetime format with only the month and year, or only the year?
Thank you,
Cesar
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Jun 19, 2014
I have two queries that give me the total sales amount for the current year, and the last year.
SELECT SUM([Sales (LCY)])
FROM [$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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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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Apr 28, 2014
I have a table like below:
ItemIdAmountTax1Tax2SrvType
111 100 10 20 1
112 200 10 2
113 300 10 30 3
Now I want to create View that will have an exploded resultset based on SrvType.
For SrvType 1 and 2 there will be 2 lines per Itemid - One for 'Amount' anod another for 'Tax1+Tax2'. But for SrvType 3 there will be 3 lines per 'ItemId' - one for 'Amount', one for Tax1 and another for 'Tax2'.
I have a few hundred source records like this. Now sure how to achieve the exploded resultset with a View.
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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 2, 2005
In SQL SERVER 2000,I had built a function that retrieved absolute day, month, and year between two dates.
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Jun 17, 2008
--find day,month,year
--for day select datediff(d,'01 may 2008',getdate())
-- --for month select datediff(m,'01 jun 2006',getdate())
-- --for year select datediff(year,'01 jun 2006',getdate())
above working fine but suppose difference is 1 year 4 month and 2 month 15 days then It's giving 1 year and 2 month respectively.
but I want completely so I can use this in case of expired user in my project.
User can be expired in 1 month,3 month and 1 year. So I'm not able to recognize.
thanks
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May 12, 2015
How to convert a date to the format as Month name and year(2 digits).
For e.g.- Jan 14, Feb 14......Mar 15
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Feb 27, 2015
How to convert 6 digit number to mm/yyyy.
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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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