问题
How would you calculate the fiscal year from a date field in a view in SQL Server?
回答1:
I suggest you use a User-Defined Function based on the Fiscal year of your application.
CREATE FUNCTION dbo.fnc_FiscalYear(
@AsOf DATETIME
)
RETURNS INT
AS
BEGIN
DECLARE @Answer INT
-- You define what you want here (September being your changeover month)
IF ( MONTH(@AsOf) < 9 )
SET @Answer = YEAR(@AsOf) - 1
ELSE
SET @Answer = YEAR(@AsOf)
RETURN @Answer
END
GO
Use it like this:
SELECT dbo.fnc_FiscalYear('9/1/2009')
SELECT dbo.fnc_FiscalYear('8/31/2009')
回答2:
Here is Australian Financial year start date code
select DATEADD(dd,0, DATEDIFF(dd,0, DATEADD( mm,
-(((12 + DATEPART(m, getDate())) - 7)%12), getDate() )
- datePart(d,DATEADD( mm, -(((12 + DATEPART(m, getDate())) - 7)%12),getDate() ))+1 ) )
It returns like '2012-07-01 00:00:00.000'
回答3:
CASE WHEN MONTH(@Date) > 10 THEN YEAR(@Date) + 1 ELSE YEAR(@Date) END
回答4:
CASE
WHEN MONTH(Date) > 6
THEN YEAR(Date) + 1
ELSE YEAR(Date)
END AS [FISCAL YEAR]
In this case, Fiscal Year starts on 7/1. This is the simplest solution out there.
回答5:
I've extended the answer posted by ChrisF and Conficker.
DECLARE @FFYStartMonth INT = 10 --The first month of the FFY
DECLARE @EntryDate DATETIME = '4/1/2015' --The date of the data
DECLARE @StartDate DATETIME
DECLARE @EndDate DATETIME
SET @StartDate = DATEADD(dd, 0,
DATEDIFF(dd, 0,
DATEADD(mm, - (((12 + DATEPART(m, @EntryDate)) - @FFYStartMonth)%12), @EntryDate) -
datePart(d,DATEADD(mm, - (((12 + DATEPART(m, @EntryDate)) - @FFYStartMonth )%12),
@EntryDate )) + 1 ))
SET @EndDate = DATEADD(SS, -1, DATEADD(mm, 12, @StartDate))
SELECT @StartDate, @EndDate
回答6:
Simplest expression for this case:
YEAR(DATEADD(month, 3, Date))
The Federal Fiscal Year
The fiscal year is the accounting period of the federal government. It begins on October 1 and ends on September 30 of the next calendar year. Each fiscal year is identified by the calendar year in which it ends and commonly is referred to as "FY." For example, FY2003 began October 1, 2002, and ends September 30, 2003... the intent was to provide Congress with more time to process appropriations legislation, particularly to avoid continuing resolutions.
This may not apply to other countries and areas than the US, but you just have to replace the number 3 according to your needs.
回答7:
I don't think you can, because there is no universal fiscal calendar. Fiscal years vary between businesses and countries.
ADDENDUM: What you would need to do is have a separate DB table consisting of a fiscal start date, and a fiscal end date for each applicable year. Use the data in that table to calculate the fiscal year given a particular date.
回答8:
You would need more than a single field to do this...
You should check your definition of fiscal year as it varies from company to company
回答9:
Given @FiscalYearStartMonth is your fiscal year start month (numeric)
and @Date is the date in question, do the following:
SELECT
CASE
WHEN @FiscalYearStartMonth = 1 OR @FiscalYearStartMonth > MONTH(@Date)
THEN YEAR(@Date)
ELSE YEAR(@Date) + 1
END AS FiscalYear
You can abstact this away in a function, or use as a column in a derived view
回答10:
I just realized that the marked answer by Brett Veenstra is wrong. Shouldn't The FY should be calculated like this?:
CREATE FUNCTION dbo.fnc_FiscalYear(
@AsOf DATETIME
)
RETURNS INT
AS
BEGIN
DECLARE @Answer INT
IF ( MONTH(@AsOf) < 9 )
SET @Answer = YEAR(@AsOf)
ELSE
SET @Answer = YEAR(@AsOf) + 1
RETURN @Answer
END;
回答11:
declare
@InputDate datetime,
@FiscalInput varchar(2),
@FiscalYear varchar(4),
@FiscalMonth varchar(2),
@FiscalStart varchar(10),
@FiscalDate varchar(10)
set @FiscalInput = '10'
set @InputDate = '1/5/2010'
set @FiscalYear = (select
case
when datepart(mm,@InputDate) < cast(@FiscalInput as int)
then datepart(yyyy, @InputDate)
when datepart(mm,@InputDate) >= cast(@FiscalInput as int)
then datepart(yyyy, @InputDate) + 1
end FiscalYear)
set @FiscalStart = (select @FiscalInput + '/01/' + @FiscalYear)
set @FiscalDate = (select cast(datepart(mm,@InputDate) as varchar(2)) + '/' + cast(datepart(dd,@InputDate) as varchar(2)) + '/' + @FiscalYear)
set @FiscalMonth = (select
case
when datepart(mm,@InputDate) < cast(@FiscalInput as int)
then 13 + datediff(mm, cast(@FiscalStart as datetime),@InputDate)
when datepart(mm,@InputDate) >= cast(@FiscalInput as int)
then 1 + datediff(mm, cast(@FiscalStart as datetime), @FiscalDate)
end FiscalMonth)
select @InputDate as Date,
cast(@FiscalStart as datetime) as FiscalStart,
dateadd(mm, 11,cast(@FiscalStart as datetime)) as FiscalStop,
cast(@FiscalDate as DateTime) as FiscalDate,
@FiscalMonth as FiscalMonth,
@FiscalYear as FiscalYear
回答12:
Here is the dynamic code for UK,
You can work around based on different needs,
DECLARE @StartDate DATETIME
DECLARE @EndDate DATETIME
SET @StartDate = DATEADD(dd, 0,
DATEDIFF(dd, 0,
DATEADD(mm, - (((12 + DATEPART(m, getDate())) - 4)%12), getDate()) -
datePart(d,DATEADD(mm, - (((12 + DATEPART(m, getDate())) - 4)%12),
getDate() )) + 1 ))
SET @EndDate = DATEADD(SS, -1, DATEADD(mm, 12, @StartDate))
SELECT @StartDate, @EndDate
回答13:
Start of fiscal year:
DATEADD(MONTH, DATEDIFF(MONTH, '20100401', getdate()) / 12 * 12, '20100401')
End of Fiscal Year:
DATEADD(MONTH, DATEDIFF(MONTH, '20100401', getdate()) / 12 * 12, '20110331')
Replace getdate() with your own date if required
回答14:
DECLARE
@StartDate DATETIME,
@EndDate DATETIME
if month(getdate())>3
Begin
set @StartDate= convert(datetime, cast(year(getdate())-1 as varchar) + '-4-1')
set @EndDate= convert(datetime, cast(year(getdate()) as varchar) + '-3-31')
end
else
begin
set @StartDate= Convert(datetime, cast(year(getdate()) - 2 as varchar) + '-4-1')
set @EndDate= convert(datetime, cast(year(getdate())-1 as varchar) + '-3-31')
end
select @StartDate, @EndDate
回答15:
Here's my version which returns fiscal year as FYyyyy - fiscal year begins 7/1
i.e. 6/1/2015 -> FY1415, 7/1/2015 -> FY1516
String functions could be better...
CREATE FUNCTION [dbo].[FY](@DATE DATETIME)
RETURNS char(6)
AS
BEGIN
DECLARE @Answer char(6)
SET @Answer =
CASE WHEN MONTH(@DATE) < 7
THEN 'FY' + RIGHT(CAST(YEAR(@DATE) - 1 AS VARCHAR(11)), 2) + RIGHT(CAST(YEAR(@DATE) AS VARCHAR(11)), 2)
ELSE 'FY' + RIGHT(CAST(YEAR(@DATE) AS VARCHAR(11)), 2) + RIGHT(CAST(YEAR(@DATE) + 1 AS VARCHAR(11)), 2) END
RETURN @Answer
END
回答16:
Building on the answer above by @csaba-toth, and assuming your fiscal year starts on the first day of the month
year(dateadd(month, (12 -FyStartMonth + 1), <date>)
My FY starts 1-July, the 7th month, so my constant is (12 - 7 + 1 =) 6.
Test cases (as of 25-Sep-2019):
select year(dateadd(month, 6, getdate()))
, year(dateadd(month,6, '1/1/2020'))
, year(dateadd(month, 6, '7/1/2020'))
, year(dateadd(month, 6, '6/30/2020'))
Returns:
2020 2020 2021 2020
I do believe this is the simplest and perhaps most comprehensible implementation.
回答17:
More simple for Australians :)
(YEAR(DATEADD(Month,-((DATEPART(Month,[Date])+5) %12),[Date]))+) AS Financial_Year
回答18:
The simple way -
DECLARE @DATE DATETIME = '2016/07/1'
-- Fiscal Start
SELECT CONVERT(DATETIME, (CAST(YEAR(@DATE) - IIF(MONTH(@DATE) > 6, 0, 1) AS VARCHAR) + '-7-1'))
-- Fiscal End SELECT CONVERT(DATETIME, (CAST(YEAR(@DATE) + IIF(MONTH(@DATE) > 6, 1, 0) AS VARCHAR) + '-6-30'))
来源：https://stackoverflow.com/questions/1771995/calculate-fiscal-year-in-sql-server