T-SQL financial year quarter

Hi All,
In my requirement Financial year starts from Nov to Oct.
According to This in FEB 14 its 2014 Q2.
My query is like below
SELECT 'Q'+DATENAME(Quarter, CAST(CONVERT(VARCHAR(8), Getdate()) AS DATETIME))
But it is giving result Q1. how i can make it Q2?

Try this query
declare @date date='20131001';
SELECT 'Q'+convert(varchar(1),(case when month(@date) between 10 and 12 then 1
when month(@date) between 1 and 3 then 2
when month(@date) between 4 and 6 then 3
when month(@date) between 7 and 9 then 4
end)),@Date
SEt @date ='20140201'
SELECT 'Q'+convert(varchar(1),(case when month(@date) between 10 and 12 then 1
when month(@date) between 1 and 3 then 2
when month(@date) between 4 and 6 then 3
when month(@date) between 7 and 9 then 4
end)),@Date
SEt @date ='20140501'
SELECT 'Q'+convert(varchar(1),(case when month(@date) between 10 and 12 then 1
when month(@date) between 1 and 3 then 2
when month(@date) between 4 and 6 then 3
when month(@date) between 7 and 9 then 4
end)),@Date
SEt @date ='20140901'
SELECT 'Q'+convert(varchar(1),(case when month(@date) between 10 and 12 then 1
when month(@date) between 1 and 3 then 2
when month(@date) between 4 and 6 then 3
when month(@date) between 7 and 9 then 4
end)),@Date
Satheesh
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Thanks

Dear users,
My requirement is to create a SQL query for a
table/view where I have day-wise data. I want to
find out cumulative values for financial year by
giving any date. It should add the values from start
of financial year till that date in the financial
year.
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burden on resources since accuimulation will be done
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ThanksKumar's solution will serve yours purpose but m not agreed
I think creating a view of such type will post heavy
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Hi,
My problem is I need to get the data for every quarter for financial year and also I need data for every week for financial year.
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lakmesri wrote:
Hi,
My problem is I need to get the data for every quarter for financial year and also I need data for every week for financial year.
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How can you get 8 quarters within a year ? I'b be concerned here.
lakmesri wrote:
Hi,
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First, that question is really not clearly asked. Second how could it be urgent ? You even did not tell us your Oracle version, did not show any tables descr, output sample nor any effort on your side to work on.
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Hi Northern,
Per my understanding that you want to show the month in the x axis as the order of the financial year(7,8,9,10...4,5,6) and also display the year in the series group as the financial year, right?
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SELECT
Calendar_Date,CASE WHEN MONTH(Calendar_Date)>=7 THEN
YEAR(Calendar_Date)+1
ELSE YEAR(Calendar_Date) END AS Financial_Year,
MONTH(Calendar_Date)as Financial_Month,
Billing_Amount
FROM TableName
order BY
Calendar_Date
2. Add the "Billing_Aomount" in the Value area, "Financial_Month" in the Category group area and "Financial_Year" in the Series group area.
3. Right click the "Financial_Month" under the Category group to select the "Category group properties",click the sorting and add below expression in the Sort by to specify the order for the month in the x-axis:
=switch(Fields!Financial_Month.Value="7",1,Fields!Financial_Month.Value="8",2,
Fields!Financial_Month.Value="9",3,Fields!Financial_Month.Value="10",4,
Fields!Financial_Month.Value="11",5,Fields!Financial_Month.Value="12",6,
Fields!Financial_Month.Value="1",7,Fields!Financial_Month.Value="2",8,
Fields!Financial_Month.Value="3",9,Fields!Financial_Month.Value="4",10,
Fields!Financial_Month.Value="5",11,Fields!Financial_Month.Value="6",12)
4. Preview you will get the sample chart display as below according to my sample data:
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Regards
Vicky Liu
Vicky Liu
TechNet Community Support

Previous Financial Year Figures

Hi there,
We have a financial year that runs from Jul to Jun (eg Jul 2008 to Jun 2009).
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The date dim is set up as follows: Fin Year - > Quarter - > Month
Has anybody done this before? Any ideas?
Thnx .
Ash.

David has right.
Here an example with the AGO function :
http://gerardnico.com/wiki/dat/obiee/presentation_service/obiee_period_to_period_ago_todate
You must first set up your time dimension :
http://gerardnico.com/wiki/dat/obiee/bi_server/design/dimension/time_dimension_parameters_for_ago_and_td_functions
And replace the Ago function by the TODATE. Hier the syntax :
http://gerardnico.com/wiki/dat/obiee/bi_server/design/dimension/obiee_time_series_functions#todate
Example :
TODATE(SH.Sales.Revenue, SH.Time.Year) Success
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FROM AU.dbo.OINV T1
WHERE "CURRENT FINANCIAL YEAR"
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Kind Regards,
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Hi Everyone,
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DECLARE @currentMonthAndDay INT = CAST(CAST(MONTH(GETDATE()) as nvarchar(2)) + (REPLICATE('0', 2 - LEN(@day)) + @day) as int)
DECLARE @StartOfFinancialYear DATETIME
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SELECT *
FROM AU.dbo.OINV T0
WHERE T0.DocDate >= @StartOfFinancialYear
AND T0.DocDate < DATEADD(yy, 1, @StartOfFinancialYear)
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Kind Regards,
David

Calculate week no based on financial year

Hi
Financial year starts with 01-Apr . I need to calculate week no based on 01-APR(financial year) not 01-Jan
for each date. Is there a way to calculate based on this

It works for all year long :-)
SQL> ed
Wrote file afiedt.buf
1 with testdata as (
2     select date '2011-04-01' + 7 * (level-1) dt from dual
3     connect by level <= 60
4 )
5 --
6 -- End of test data
7 --
8 select
9 to_char(dt,'YYYY-MM-DD') the_date,
10 to_char(add_months(dt,-3),'WW') fiscal_week,
11 to_char(add_months(dt,-3),'IW') iso_fiscal_week
12 from testdata
13* order by dt
SQL> /
THE_DATE   FI IS
2011-04-01 01 52
2011-04-08 02 01
2011-04-15 03 02
2011-04-22 04 03
2011-04-29 05 04
2011-05-06 06 05
2011-05-13 07 06
2011-05-20 08 07
2011-05-27 09 08
2011-06-03 09 09
2011-06-10 10 10
2011-06-17 11 11
2011-06-24 12 12
2011-07-01 13 13
2011-07-08 14 14
2011-07-15 15 15
2011-07-22 16 16
2011-07-29 17 17
2011-08-05 18 18
2011-08-12 19 19
2011-08-19 20 20
2011-08-26 21 21
2011-09-02 22 22
2011-09-09 23 23
2011-09-16 24 24
2011-09-23 25 25
2011-09-30 26 26
2011-10-07 27 27
2011-10-14 28 28
2011-10-21 29 29
2011-10-28 30 30
2011-11-04 31 31
2011-11-11 32 32
2011-11-18 33 33
2011-11-25 34 34
2011-12-02 35 35
2011-12-09 36 36
2011-12-16 37 37
2011-12-23 38 38
2011-12-30 39 39
2012-01-06 40 40
2012-01-13 41 41
2012-01-20 42 42
2012-01-27 43 43
2012-02-03 44 44
2012-02-10 45 45
2012-02-17 46 46
2012-02-24 47 47
2012-03-02 48 48
2012-03-09 49 49
2012-03-16 50 50
2012-03-23 51 51
2012-03-30 52 52
2012-04-06 01 01
2012-04-13 02 02
2012-04-20 03 03
2012-04-27 04 04
2012-05-04 05 05
2012-05-11 06 06
2012-05-18 07 07
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Resetting a clearing document from a previous financial year - Vendor Payment

Finance team needs to reset a cleared item from a previous financial year. The cheque was
never presented. They are unable to create a new invoice to pay the vendor without this cheque going
through and being processed.
However, when using transaction code FBRA they receive an error message
"clearing document from alternative fiscal year-. Message no F5A258".

There are two option
1. You Open the Close Period, or change the reversal code, which can allow alternative posting in the current period.
2. Go to the IMG - Controling - General Controlling - Change Message control. Give the message application area and then the number and turn it off. (Tcode : OBA5)
With regards,
Uttam Maity

Error while saving FYV : Gaps in financial year variant periods

Hello Experts,
We are getting an error while saving a new FYV as:
Gaps in financial year variant periods XY
Message no. FGV556
Diagnosis
The period specification has gaps. The periods must be sequentially numbered without any gaps.
System Response
Only a correctly defined period assignment can be saved.
Procedure
Define the periods with consecutive numbers.
Details: The new FYV has 52/53 weeks as posting periods depending on calendar year.
For example, we are trying to define Fisc 2009 as follows. (Fiscal year 2009 = Nov 01 2008 to Oct 31 2009).
Month-Day-Period-Yearshift
11     ---     7     ---     1     ---     +1
11     ---     14     ---     2     ---     +1
11     ---     21     ---     3     ---     +1
11     ---     28     ---     4     ---     +1
12     ---     5     ---     5     ---     +1
12     ---     12     ---     6     ---     +1
12     ---     19     ---     7     ---     +1
12     ---     26     ---     8     ---     +1
12     ---     31     ---     9     ---     +1
1     ---     3     ---     9     ---     0
1     ---     10     ---     10     ---     0
1     ---     17     ---     11     ---     0
1     ---     24     ---     12     ---     0
1     ---     31     ---     13     ---     0
2     ---     7     ---     14     ---     0
2     ---     14     ---     15     ---     0
2     ---     21     ---     16     ---     0
2     ---     28     ---     17     ---     0
3     ---     7     ---     18     ---     0
3     ---     14     ---     19     ---     0
3     ---     21     ---     20     ---     0
3     ---     28     ---     21     ---     0
4     ---     4     ---     22     ---     0
4     ---     11     ---     23     ---     0
4     ---     18     ---     24     ---     0
4     ---     25     ---     25     ---     0
4     ---     2     ---     26     ---     0
5     ---     9     ---     27     ---     0
5     ---     16     ---     28     ---     0
5     ---     23     ---     29     ---     0
5     ---     30     ---     30     ---     0
6     ---     6     ---     31     ---     0
6     ---     13     ---     32     ---     0
6     ---     20     ---     33     ---     0
6     ---     27     ---     34     ---     0
7     ---     4     ---     35     ---     0
7     ---     11     ---     36     ---     0
7     ---     18     ---     37     ---     0
7     ---     25     ---     38     ---     0
8     ---     1     ---     39     ---     0
8     ---     8     ---     40     ---     0
8     ---     15     ---     41     ---     0
8     ---     22     ---     42     ---     0
8     ---     29     ---     43     ---     0
9     ---     5     ---     44     ---     0
9     ---     12     ---     45     ---     0
9     ---     19     ---     46     ---     0
9     ---     26     ---     47     ---     0
10     ---     3     ---     48     ---     0
10     ---     10     ---     49     ---     0
10     ---     17     ---     50     ---     0
10     ---     24     ---     51     ---     0
10     ---     31     ---     52     ---     0
The above entries cover all the dates in calendar year 2009, that is, Jan 2009 to Oct 2009 is covered by periods 10 to 52 and Nov 01 2009 to Dec 31 2009 is covered by period 1 to 9 of the following fiscal year 2010.
Inspite of making sure that all the days of 2009 are covered by periods 1 to 52. We are still unable to save the FYV.
Please help!
Susan

Hello, I am getting this error while saving the FSV. My FSV is based on Weeks. Below is what I am inputting for this. Other details are Calender Year - 2017, No. of posting periods - 53, checked year dependent. Also, I have FSV for previous years also where weeks are 52 but configured as 53. So, hope that this is not creating this issue. Solicit your early response.
Month
Day
Period
Year Shift
1
7
1
0
1
14
2
0
1
21
3
0
1
28
4
0
2
4
5
0
2
11
6
0
2
18
7
0
2
25
8
0
3
4
9
0
3
11
10
0
3
18
11
0
3
25
12
0
4
1
13
0
4
8
14
0
4
15
15
0
4
22
16
0
4
29
17
0
5
6
18
0
5
13
19
0
5
20
20
0
5
27
21
0
6
3
22
0
6
10
23
0
6
17
24
0
6
24
25
0
7
1
26
0
7
8
27
0
7
15
28
0
7
22
29
0
7
29
30
0
8
5
31
0
8
12
32
0
8
19
33
0
8
26
34
0
9
2
35
0
9
9
36
0
9
16
37
0
9
23
38
0
9
30
39
0
10
7
40
0
10
14
41
0
10
21
42
0
10
28
43
0
11
4
44
0
11
11
45
0
11
18
46
0
11
25
47
0
12
2
48
0
12
9
49
0
12
16
50
0
12
23
51
0
12
30
52
0
12
31
1
+1
Thanks
Deepankar

RetrorespectiveActivation of Multiple Form 16 in mid- of the financial year

Hi All,
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Hi,
Check whether multiple Form 16 switch is active or not.
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In case multiple Form 16 is not active, then the Form 16 that you are getting is correct. However, in this case you need not print the Form 16 of company A. Only the Form 16 from the company code where the employee belongs to as on 31.03.2009 (i.e. last day of the FY) will be printed. And in this case the Form 16 will include complete earnings from 01.04.2008 to 31.03.2009 as current earnings.
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Alternate Financial year(AFY) in Indian Payroll

Hi All,
I am facing a strange problem in my payroll configuration. I activated business function for AFY and now Income tax should get calculated from March to Feb. I have necessary config for AFY including payroll period & control record. Now in my system period 1 of 2013 is equal to 01.03.2013 to 31.03.2013 & period 12 is 01.02.2014 to 28.02.2014.
I hired an employee on 01.03.2013 & trying to run payroll for whole financial year i.e. march 2013 to Feb 2014.
I noticed a discrepancy while calculating gross salary & professional tax while it calculates IT.
In March 2013 (012013) payslip monthly gross & Ptax are getting multiplied by 12
In April 2013 (022013) payslip monthly gross & Ptax are getting multiplied by 12. In March & April there is no issue.
But after that from May 2013 (032013) onward monthly gross & Ptax are getting multiplied by 11 for calculating IT which is very strange & I am not able to find the issue.
I also checked projection factor and /401 is giving accurate value only.
Pls help me with this as this highly important for my project.
Thanks & regards,
Arka

Hi Arka,
I think you are saying wrong.
In the March/2013---/401 will be hold the value 11
in the April/2013----/401 will be hold the value 10
in the May/2013----/401 will be hold the value 9.
Check and tell me.
Regards,
Sankarsan

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hii
If we have some open PO's after year end .(New financial year got opened )
In this case , we ahve to open new MM period using MMPV.
What are the impacts will be there in SAP system, how to proceed further.
Thanks

hii
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Is there a way of adjusting WEEKNUMs to match a financial year?

Hi
I am wondering if there is a way to have Numbers 09 adjust the WEEKNUMs so that they match the financial year, starting in the first week of April (UK). Given that I will have to do tax returns which match the financial year, it makes sense to match my accounts/Numbers files with the financial year.
Thanks
Nick

nick_harambee wrote:
I am wondering if there is a way to have Numbers 09 adjust the WEEKNUMs so that they match the financial year, starting in the first week of April (UK). Given that I will have to do tax returns which match the financial year, it makes sense to match my accounts/Numbers files with the financial year.
I guess the place to start here is 'Which numbering system do you want to modify for this?'
1) ISO Week: The International Organization for Standardization (ISO) ISO8601:2000 Standard
All weeks begin on a Monday. Week one starts on Monday of the first week of the calendar year with a Thursday.
2) (Not included as week starts on Sunday. Otherwise same as #3)
3) Excel(and Numbers) WEEKNUM function with an optional second argument of 2.
Week one begins on January 1st; week two begins on the following Monday.
4) Simple week numbering.
Week one begins on January 1st, week two begins on January 8th, and week 53 has only one or two days(for leap years).
For modified system 1 (ISO), replace "calendar year" with "financial year". For modified WEEKNUM and Simple Week Numbering systems, replace "January" with "April"
The nice thing about #4 is that it is "simple", and that simplicity extends to the ease of starting with any specific date. No correction factor is needed for the transition from one calendar year to the next.
The shifting start dates of Week 1 of #1 and of Week 2 of #3 add a complication, but if these can be determined, the rest of the year can easily be numbered using the same formula as #4.
Here are the three choices, with formulas below.
SWN
Start Date: April 1, constructed from A1.
Table 1::B2: =INT(DATEDIF(DATE($A$1,4,1),A, "D")/7)+1
(Results modeled on) WEEKNUM
Start Date: Monday preceeding April 2
Table 2::B2: =(DATE(Table 1 :: $A$1,4,1)-WEEKDAY(DATE(Table 1 :: $A$1,4,1),3))
Table 1::C2: =INT(DATEDIF(Table 2 :: $B$2,A, "D")/7)+1
(Modeled on) ISO
Start Date: Monday preceeding first Thursday in April
Table 2::B2: =IF(WEEKDAY(DATE(Table 1 :: $A$1,4,1),3)<4,(DATE(Table 1 :: $A$1,4,1)-WEEKDAY(DATE(Table 1 :: $A$1,4,1),3)),(DATE(Table 1 :: $A$1,4,1)+7-WEEKDAY(DATE(Table 1 :: $A$1,4,1),3)))
Table 1::D2: =IFERROR(INT(DATEDIF(Table 2 :: $C$2,A, "D")/7)+1,53)
Note: IFERROR traps the error that occurs when April 1 falls on a Friday, Saturday or Sunday, and assigns the days before the first Monday to Week 53. You may prefer to consider (and label) this Week 0. To do so, replace the 53 at the end of the formula with 0 (zero).
None of the formulas will give 'correct' results beyond one year after the starting date.
Regards,
Barry
EDIT: Noting your newest post, I think you may want to consider the Simple Week Numbering system, using a starting date of April 6.
Barry
Message was edited by: Barry

Date Range according to Financial year-end

Hi
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You'd find "<All>" amongst the range. This "All" currently indicates date between Jan 2003 - Dec 2003. Now I need to write a query/trigger that will put my date range to be between 01-Oct-02 to 30-Sep-03 recurring automatically after each Financial year-end.
Thanks

Hi,
Although I haven't tried it, you should be able to use a combination of hierarchies and alternative sorts to accomplish this.
How have you created your list of values? If your LOV is a list of months and years e.g. JAN-2003, FEB-2003 etc, you can create a alternative sort which will make OCTOBER the first month of the year - i.e. with value 1, and NOVEMBER = 2 and so on...
Sorry this is a bit vague. I will try and test tomorrow and see if it works, but this should be enough to give you an idea of how to progress.

Financial Year-End date range

Hi
I'm building this Discoverer report and one of my parameters is a LoV date field, which gives me a date range from Jan to Dec each year. Now my problem is, I want my date range to be as per our Financial Year End, which is from 01-Oct-03 to 30-Sep-04.
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Thanks

Hi,
You might want to post the Q on Discoverer Forum also
Discoverer
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