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Fiscal Year Totals

Author

Topic

Vack
Aged Yak Warrior

530 Posts

Posted - 2013-09-18 : 14:48:55

I have the following script that calculates Sales by month and current year.

We run a Fiscal year from April 1st thru March 31st.

So April 2012 sales are considered Fiscal Year 2013.

Is there a way I can alter this script to get Fiscal Year Totals?


select ClassificationId, YEAR(inv_dt) as Year, cus_no,
isnull(sum(case when month(inv_dt) = 4 then salesamt end),0) as 'Apr',
isnull(sum(case when month(inv_dt) = 5 then salesamt end),0) as 'May',
isnull(sum(case when month(inv_dt) = 6 then salesamt end),0) as 'Jun',
isnull(sum(case when month(inv_dt) = 7 then salesamt end),0) as 'Jul',
isnull(sum(case when month(inv_dt) = 8 then salesamt end),0) as 'Aug',
isnull(sum(case when month(inv_dt) = 9 then salesamt end),0) as 'Sept',
isnull(sum(case when month(inv_dt) = 10 then salesamt end),0) as 'Oct',
isnull(sum(case when month(inv_dt) = 11 then salesamt end),0) as 'Nov',
isnull(sum(case when month(inv_dt) = 12 then salesamt end),0) as 'Dec',
isnull(sum(case when month(inv_dt) = 1 then salesamt end),0) as 'Jan',
isnull(sum(case when month(inv_dt) = 2 then salesamt end),0) as 'Feb',
isnull(sum(case when month(inv_dt) = 3 then salesamt end),0) as 'Mar'

from QIVOEHDRHSTcR
group by ClassificationId, YEAR(inv_dt), cus_no

Data returned looks like the following.


ClassificationID  Year  Cus_no  Apr  May   June ....
  100             2012   100    $23  $30   $400
  100             2013   100    $40  $45   $600

What I would need is anything greater than or equal to April to show in the next years row.

Lamprey
Master Smack Fu Yak Hacker

4614 Posts

Posted - 2013-09-18 : 14:57:32

Do you want a fiscal year total as another column in your existing result set? Perhaps instead of showing us what it does, you should show us what you want.

Here are some links that can help you post your sample data and expected output so we can help you better:
http://www.sqlservercentral.com/articles/Best+Practices/61537/
http://weblogs.sqlteam.com/brettk/archive/2005/05/25/5276.aspx

SwePeso
Patron Saint of Lost Yaks

30421 Posts

Posted - 2013-09-18 : 15:06:19

[code]-- Prepare sample data
DECLARE @Sample TABLE
(
theDate DATETIME NOT NULL,
theAmount INT NOT NULL
);

INSERT @Sample
(
theDate,
theAmount
)
VALUES ('20120311', 1203),
('20120411', 1204),
('20120511', 1205),
('20120611', 1206),
('20120711', 1207),
('20120811', 1208),
('20120911', 1209),
('20121011', 1210),
('20121111', 1211),
('20121211', 1212),
('20130111', 1301),
('20130211', 1302),
('20130311', 1303),
('20130411', 1304);

-- SwePeso
WITH cteSource(theFiscalMonth, theMonth, theAmount)
AS (
SELECT DATEADD(MONTH, DATEDIFF(MONTH, '18990401', theDate), '19000101') AS theFiscalMonth,
DATEPART(MONTH, theDate) AS theMonth,
theAmount
FROM @Sample
)
SELECT DATEPART(YEAR, theFiscalMonth) AS FiscalYear,
SUM(theAmount) AS Total,
SUM(CASE WHEN theMonth = 4 THEN theAmount ELSE 0 END) AS April,
SUM(CASE WHEN theMonth = 5 THEN theAmount ELSE 0 END) AS May,
SUM(CASE WHEN theMonth = 6 THEN theAmount ELSE 0 END) AS June,
SUM(CASE WHEN theMonth = 7 THEN theAmount ELSE 0 END) AS July,
SUM(CASE WHEN theMonth = 8 THEN theAmount ELSE 0 END) AS August,
SUM(CASE WHEN theMonth = 9 THEN theAmount ELSE 0 END) AS September,
SUM(CASE WHEN theMonth = 10 THEN theAmount ELSE 0 END) AS October,
SUM(CASE WHEN theMonth = 11 THEN theAmount ELSE 0 END) AS November,
SUM(CASE WHEN theMonth = 12 THEN theAmount ELSE 0 END) AS December,
SUM(CASE WHEN theMonth = 1 THEN theAmount ELSE 0 END) AS January,
SUM(CASE WHEN theMonth = 2 THEN theAmount ELSE 0 END) AS February,
SUM(CASE WHEN theMonth = 3 THEN theAmount ELSE 0 END) AS March
FROM cteSource
GROUP BY DATEPART(YEAR, theFiscalMonth);[/code]

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