Grouping Fiscal year using SQL Server - sql

Question

Is there a way in SQL Server that can show the Fiscal Year (begins on October 1 and ends on September 30) from a table which has a date column (1998 to 2010). Here is what I have done:
select 'FY1999' as FY, site, count(*)
from mytable
where mydate >='10/1/1998'
and mydate <'10/1/1999'
group by site
select 'FY2000' as FY, site, count(*)
from mytable
where mydate >='10/1/1999'
and mydate <'10/1/2000'
group by site
select 'FY2001' as FY, site, count(*)
from mytable
where mydate >='10/1/2000'
and mydate <'10/1/2001'
group by site
Isn't it too much repetitive when doing this for more then 10 FY year?

Answer 1

Here's a single query that will give you the information you want.
SELECT DATEPART(yyyy, DATEADD(mm, 3, mydate)) AS FY, site, COUNT(*) AS row_count
FROM mytable
GROUP BY DATEPART(yyyy, DATEADD(mm, 3, mydate)), site

Answer 2

You can even create your user-defined function in SQL Server that takes a date argument and returns the fiscal year as an int:
CREATE FUNCTION GetFiscalYear(#TheDate date)
RETURNS int
AS
BEGIN
DECLARE #FiscalYear int
IF DATEPART(month, #TheDate) < 10
SELECT #FiscalYear = DATEPART(year, #TheDate)
ELSE
SELECT #FiscalYear = DATEPART(year, #TheDate) + 1
RETURN #FiscalYear
END
Then you can use this as, for example:
SELECT Id, ShippingDate, GetFiscalYear(ShippingDate)
FROM SomeTable

Answer 3

Yes, it is a bit repetitive. I'd be using DatePart and some easy to discern rules:
Fiscal year is the year of the date if the month is < 10.
Fiscal year is the year of the date + 1 if the month >= 10

Answer 4

This is the dynamic script for UK, April to March,
for different dates you can use as refernece,
Good Luck
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

Answer 5

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

Answer 6

I don't have a SQL server reference handy, but here's how I'd do it in MySQL:
select date_format (date_add(mydate, interval 92 days), 'FY%Y') as FY, site, count(*)
from mytable
group by FY, site;
There are 92 days in October, November, and December, so I've offset by that much.

Answer 7

Yesterday there was an answer to this question, which was subsequently deleted.
I do not know why. Was there something wrong with it?
Please don't vote this answer down, I just want to know why it was deleted.
With vigorous testing, I still can't manage to fault it. In my example, Fiscal year starts July 1.
The answer was:
SELECT SUM(value), CAST(Year(DateAdd(Month, -6, TransactionDate)) as varchar) + ' - ' + CAST(Year(DateAdd(Month, 6, TransactionDate)) as varchar) as 'FY'
FROM mytable
GROUP BY CAST(Year(DateAdd(Month, -6, mydate)) as varchar) + ' - ' + CAST(Year(DateAdd(Month, 6, mydate)) as varchar)

Answer 8

Here is some test Sql based on Simon's answer
DECLARE #basestartdate datetime, #baseenddate datetime
SET #basestartdate = CAST('1 April 1753' AS datetime)
SET #baseenddate = CAST('31 March 1754' AS datetime)
;
WITh TestData as
(
SELECT
CAST('1 April 2015' AS datetime) input,
CAST('1 April 2015' AS datetime) expectedstartdate,
CAST('31 March 2016' AS datetime) expectedenddate UNION SELECT
CAST('2 April 2015' AS datetime),
CAST('1 April 2015' AS datetime),
CAST('31 March 2016' AS datetime) UNION SELECT
CAST('31 December 2015' AS datetime),
CAST('1 April 2015' AS datetime),
CAST('31 March 2016' AS datetime) UNION SELECT
CAST('1 January 2016' AS datetime),
CAST('1 April 2015' AS datetime),
CAST('31 March 2016' AS datetime) UNION SELECT
CAST('28 February 2016' AS datetime),
CAST('1 April 2015' AS datetime),
CAST('31 March 2016' AS datetime) UNION SELECT
CAST('31 March 2016' AS datetime),
CAST('1 April 2015' AS datetime),
CAST('31 March 2016' AS datetime) UNION SELECT
CAST('1 April 2016' AS datetime),
CAST('1 April 2016' AS datetime),
CAST('31 March 2017' AS datetime)
),
Results AS
(
SELECT
input,
expectedstartdate,
DATEADD(MONTH,
12 * (DATEDIFF(MONTH, #basestartdate, input) / 12),
#basestartdate) startdate,
expectedenddate,
DATEADD(MONTH,
12 * (DATEDIFF(MONTH, #basestartdate, input) / 12),
#baseenddate) enddate
FROM testdata
)
SELECT
CASE
WHEN (expectedstartdate = startdate) THEN 'Pass' ELSE 'Fail'
END startdateresult,
CASE
WHEN (expectedenddate = enddate) THEN 'Pass' ELSE 'Fail'
END startdateresult
FROM results
ORDER BY input