Calculate fiscal year in SQL Server

Question

How would you calculate the fiscal year from a date field in a view in SQL Server?

Answer 1

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 2

Building on the answer above by @csaba-toth, and assuming your fiscal year starts on the first day of the month

year(dateadd(month, (12 -FyStartMonth + 1), <date>)

My FY starts 1-July, the 7th month, so my constant is (12 - 7 + 1 =) 6.

Test cases (as of 25-Sep-2019):

select year(dateadd(month, 6, getdate()))
, year(dateadd(month,6, '1/1/2020'))
, year(dateadd(month, 6, '7/1/2020'))
, year(dateadd(month, 6, '6/30/2020'))

Returns:

2020    2020    2021    2020

I do believe this is the simplest and perhaps most comprehensible implementation.

Answer 3

Here is Australian Financial year start date code

 select DATEADD(dd,0, DATEDIFF(dd,0, DATEADD( mm,
 -(((12 + DATEPART(m, getDate())) - 7)%12), getDate() ) 
 - datePart(d,DATEADD( mm, -(((12 + DATEPART(m, getDate())) - 7)%12),getDate() ))+1 ) )

It returns like '2012-07-01 00:00:00.000'

Answer 4

DECLARE @DateFieldName DATETIME = '1/1/2020'

--UK Fiscal Year

SELECT 
CASE 
  WHEN MONTH(@DateFieldName) in (1,2,3)
   THEN CONCAT(YEAR(@DateFieldName) -1 , '-' , YEAR(@DateFieldName) )
   ELSE CONCAT(YEAR(@DateFieldName) , '-' , YEAR(@DateFieldName)+1 )  
  END AS [FISCAL YEAR]

--RESULT = '2019-2020'

Answer 5

More simple for Australians :)

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

Answer 6

Given @FiscalYearStartMonth is your fiscal year start month (numeric) and @Date is the date in question, do the following:

SELECT 
  CASE 
      WHEN @FiscalYearStartMonth = 1 OR @FiscalYearStartMonth > MONTH(@Date) 
      THEN YEAR(@Date) 
      ELSE YEAR(@Date) + 1 
  END AS FiscalYear

You can abstact this away in a function, or use as a column in a derived view