calculate fiscal year in sql select statement? - sql

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 - 2014
We need to calculate
04/01/2012 to 03/31/2013 is FY 2013
and
04/01/2013 to 03/31/2014 is FY 2014
How can we do that in select statement?

Answer 1

David has a very good solution. A simpler expression is:
select year(dateadd(month, -3, start_date)) as FiscalYear
That is, subtract 3 months and take the year.
EDIT:
As noted in the comment, this seems to produce one year too early. Here are two solutions:
select year(dateadd(month, 9, start_date)) as FiscalYear
select 1 + year(dateadd(month, -3, start_date)) as FiscalYear

Answer 2

SELECT CASE WHEN DatePart(Month, Start_Date) >= 4
THEN DatePart(Year, Start_Date) + 1
ELSE DatePart(Year, Start_Date)
END AS Fiscal_Year
FROM data

Answer 3

I just chose to do it this way. It's easy and you can replace the 09,30 with whatever you want your fiscal year end to be. Not sure if this works in anything but SQL Server though.
CASE
WHEN CAST(GETDATE() AS DATE) >
SMALLDATETIMEFROMPARTS(DATEPART(YEAR,GETDATE()),09,30,00,000)
THEN
DATEPART(YEAR,GETDATE()) + 1 ELSE DATEPART(YEAR,GETDATE())
END AS FY

Answer 4

For Australian financial year, use the following:
SELECT
year(dateadd(MONTH, 6, DateColumn)) AS FY,
...
FROM ...

Answer 5

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 6

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 7

DECLARE #STARTDATE DATETIME, #ENDDATE DATETIME,#CURR_DATE DATETIME
SET #CURR_DATE='2015-01-30'
IF MONTH(#CURR_DATE) IN (1,2,3)
BEGIN
SET #STARTDATE= CAST( CAST(YEAR(#CURR_DATE)-1 AS VARCHAR)+'/04/01' AS DATE)
SET #ENDDATE= CAST( CAST(YEAR(#CURR_DATE) AS VARCHAR)+'/03/31' AS DATE)
END
ELSE
BEGIN
SET #STARTDATE= CAST( CAST(YEAR(#CURR_DATE) AS VARCHAR)+'/04/01' AS DATE)
SET #ENDDATE= CAST( CAST(YEAR(#CURR_DATE)+1 AS VARCHAR)+'/03/31' AS DATE)
END
SELECT #STARTDATE AS ST_FI,#ENDDATE AS END_FY

Answer 8

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

Answer 9

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 10

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;

Answer 11

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