calculate fiscal year in sql select statement?

Question

I have a date field that needs to return in fiscal year format. example

Start_Date        Year 
04/01/2012 -      2013
01/01/2012 -      2012
09/15/2013 -            


        

Answer 1

Assuming that you have a table Fiscal_Year with Start_Date per Year, and you want to find the fiscal year for a given date @Date:

SELECT MIN(Year) WHERE @Date >= Start_Date FROM Fiscal_Year

Answer 2

For only year format (FY 2020) use following query:

SELECT tender_opening_date,CASE WHEN MONTH( order_date) >= 4
            THEN CONCAT('FY ',YEAR(( order_date)) +1  )
            ELSE CONCAT('FY ',YEAR( order_date)-1   )
       END AS Fiscal_Year
FROM orders_tbl

For full financial Year (FY 2019-20) use following query:

SELECT tender_opening_date,CASE WHEN MONTH( order_date) >= 4
                THEN CONCAT('FY ',YEAR( order_date),'-',DATE_FORMAT( order_date,'%y') +1  )
                ELSE CONCAT('FY ',YEAR( order_date)-1,'-',DATE_FORMAT( order_date,'%y')   )
           END AS Fiscal_Year
    FROM orders_tbl

Answer 3

Declare @t table(StartDate date ,Year1 int)
insert into @t values('04/01/2012',2013),('01/01/2012',2012),('09/15/2013',2014)
;with CTE as
(select max(year1) maxyear from @t)
, cte1 as
 (select cast('04/01/'+convert(varchar(4),a.year1) as  date) FromFY,dateadd(day,-1,dateadd(year,1,cast('04/01/'+convert(varchar(4),a.year1) as date))) ToFY


,b.year1 from @t a  inner join (select min(year1)year1 from @t) b on a.year1=b.year1
    union all
   select cast(dateadd(day,1,ToFY) as date),cast(dateadd(year,1,ToFY) as date),year1+1 year1 from     cte1 where year1<=(select maxyear from cte)
)

select * from cte1

Answer 4

declare @Date smalldatetime, @FiscalYearStartMonth tinyint
set @Date = GETDATE();
set @FiscalYearStartMonth = 1; -- Jan

print convert(varchar(4), 
case when MONTH(@Date) < @FiscalYearStartMonth 
then YEAR(@Date) -1 
else YEAR(@Date) end)

assuming @Date is your [Start_Date] field, you can:

select * from yourTable 
group by convert(varchar(4), 
case when MONTH([Start_Date]) < @FiscalYearStartMonth 
then YEAR([Start_Date]) -1 
else YEAR([Start_Date]) end)

Hope this helps

Answer 5

...something simple :)

(YEAR(DATEADD(Month,-((DATEPART(Month,[Date])+5) %12),[Date]))+) AS Financial_Year

Answer 6

This is what would look like in oracle to get current financial year. Enter the date for which you want to find fiscal year in place of sysdate

 SELECT '01-APR-'
 ||TO_CHAR((add_months(**sysdate**,-3)),'YYYY') FIN_YEAR_START_DATE,
 '31-MAR-'
 ||(TO_CHAR((add_months(**sysdate**,-3)),'YYYY')+1) FIN_YEAR_END_DATE
 FROM dual;