Sum of particular column with month and year with fiscal year from custom date - sql

Question

I have following data in my table:
uniqueId d_date amount
1 2018-02-01 100.25
2 2019-03-01 456.5
3 2018-02-01 455
4 2019-05-01 200.48
5 2018-06-01 100
6 2019-07-01 200
7 2018-12-01 6950
8 2019-02-01 60
9 2020-01-20 100
Now when I enter start date = '2018-03-12' then my fiscal year must start with march 2018 to feb 2019 and so on.
If i enter start date = '2019-05-12' then my fiscal year must start with May 2019 to April 2020
I have tried below query but it is not working properly and also it calculate past year which is 2017 I do not want any data from past year from my entered custom date. So if entered start date = '2018-03-12' then is must start calculation for 2018 and above years only. No past year.
Declare #startdate as date
Declare #monthDate as int
Declare #ownmonth as int
set #startdate = '2018-03-12'
set #monthDate = month(#startdate)
set #ownmonth = 1
select
year(dateadd(month, -#monthDate, d_date)) year,
sum(case when month(d_date) = case when #monthDate+1 > 12 then #ownmonth else #monthDate+1 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+2 > 12 then #ownmonth+1 else #monthDate+2 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+3 > 12 then #ownmonth+2 else #monthDate+3 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+4 > 12 then #ownmonth+3 else #monthDate+4 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+5 > 12 then #ownmonth+4 else #monthDate+5 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+6 > 12 then #ownmonth+5 else #monthDate+6 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+7 > 12 then #ownmonth+6 else #monthDate+7 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+8 > 12 then #ownmonth+7 else #monthDate+8 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+9 > 12 then #ownmonth+8 else #monthDate+9 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+10 > 12 then #ownmonth+9 else #monthDate+10 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+11 > 12 then #ownmonth+10 else #monthDate+11 End then amount end) ,
sum(case when month(d_date) = case when #monthDate+12 > 12 then #ownmonth+11 else #monthDate+12 End then amount end) ,
sum(amount) total
from mytable
group by year(dateadd(month, -#monthDate, amount))
order by year
But above query does not show proper year & month wise data
Now I want output with fiscal year calculation:
Year Mar Apr May Jun July Aug Sept Oct Nov Dec Jan Feb Total
2018 - - - 100 - - - - - 6950 - 60 7110
2019 456.5 - 200.48 - 200 - - - - - 100 - 956.98
I can not use PIVOT as it is not supported in my compact SQL Server version.
How can I do this?

Answer 1

Your rule for a fiscal year is the year's March until the following year's February:
date | fiscal year
... | ...
2018-02-28 | 2017
2018-03-01 | 2018
... | 2018
2019-02-28 | 2018
2019-03-01 | 2019
... | ...
That means when we subtract two months from a date, we get a date the year of which is the fiscal year:
date | date - 2 months | fiscal year
... | ... | ...
2018-02-28 | 2017-12-28 | 2017
2018-03-01 | 2018-01-01 | 2018
... | ... | 2018
2019-02-28 | 2018-12-28 | 2018
2019-03-01 | 2019-01-01 | 2019
... | ... | ...
select
year(dateadd(month, -2, d_date)) as fiscal_year,
sum(case when month(d_date) = 3 then amount else 0 end) as mar,
sum(case when month(d_date) = 4 then amount else 0 end) as apr,
sum(case when month(d_date) = 5 then amount else 0 end) as may,
sum(case when month(d_date) = 6 then amount else 0 end) as jun,
sum(case when month(d_date) = 7 then amount else 0 end) as jul,
sum(case when month(d_date) = 8 then amount else 0 end) as aug,
sum(case when month(d_date) = 9 then amount else 0 end) as sep,
sum(case when month(d_date) = 10 then amount else 0 end) as oct,
sum(case when month(d_date) = 11 then amount else 0 end) as nov,
sum(case when month(d_date) = 12 then amount else 0 end) as dec,
sum(case when month(d_date) = 1 then amount else 0 end) as jan,
sum(case when month(d_date) = 2 then amount else 0 end) as feb,
sum(amount) as total
from mytable
group by year(dateadd(month, -2, d_date))
order by year(dateadd(month, -2, d_date));
If you want to limit this to the fiscal year a given date resides in, add:
where year(dateadd(month, -2, d_date)) = year(dateadd(month, -2, #given_date))
And well, if you want to limit this to the fiscal years beginning with that year, that would of course be:
where year(dateadd(month, -2, d_date)) >= year(dateadd(month, -2, #given_date))
UPDATE: You want a fiscal year to start with the first day of the month of a given date. I.e. If the given date is 1990-04-23, then a fiscal year starts with April. This changes above query only slightly, because rather than subtracting 2 months (for March), we must generalize this to subtracting one month less than the given month.
I am using a modulo operation when comparing months in order not to end up with months 13, 14, etc.
select
year(dateadd(month, - month(#startdate) + 1, d_date)) as fiscal_year,
sum(case when month(d_date) = (month(#startdate) + 0) % 12 then amount else 0 end) as first,
sum(case when month(d_date) = (month(#startdate) + 1) % 12 then amount else 0 end) as second,
sum(case when month(d_date) = (month(#startdate) + 2) % 12 then amount else 0 end) as third,
sum(case when month(d_date) = (month(#startdate) + 3) % 12 then amount else 0 end) as fourth,
sum(case when month(d_date) = (month(#startdate) + 4) % 12 then amount else 0 end) as fith,
sum(case when month(d_date) = (month(#startdate) + 5) % 12 then amount else 0 end) as sixth,
sum(case when month(d_date) = (month(#startdate) + 6) % 12 then amount else 0 end) as seventh,
sum(case when month(d_date) = (month(#startdate) + 7) % 12 then amount else 0 end) as eighth,
sum(case when month(d_date) = (month(#startdate) + 8) % 12 then amount else 0 end) as nineth,
sum(case when month(d_date) = (month(#startdate) + 9) % 12 then amount else 0 end) as tenth,
sum(case when month(d_date) = (month(#startdate) + 10) % 12 then amount else 0 end) as eleventh,
sum(case when month(d_date) = (month(#startdate) + 11) % 12 then amount else 0 end) as twelfth,
sum(amount) as total
from mytable
group by year(dateadd(month, - month(#startdate) + 1, d_date))
order by year(dateadd(month, - month(#startdate) + 1, d_date));
And again, if we want our results start from the fiscal year of the given date, we'd add:
where year(dateadd(month, - month(#startdate) + 1, d_date)) >= year(#startdate)