Creating SQL Reports Based on Date Criteria - Year-to-Date Totals (Page 4 of 4 )
To calculate year-to-date totals you must make sure that the year matches the current date and that the records occur on or before the current date:
mysql> SELECT COUNT(v), SUM(v) FROM t -> WHERE whn <= CURRENT_DATE -> AND YEAR(whn)=YEAR(CURRENT_DATE); +----------+--------+ | COUNT(v) | SUM(v) | +----------+--------+ | 42 | 2239 | +----------+--------+
Fiscal year to date.Suppose you are reporting over a 365-day period, but your year does not start on January 1. This is the case with reports over a fiscal year or tax year.
For instance, say that your fiscal year starts on April 6. Calculating which dates are in the current fiscal year is rather complicated; the easiest thing to do is to work with the number of days between January 1 and April 6. You can get SQL to do the calculation as follows:
In SQL Server, theDATEDIFFfunction needs another parameter. You use'd'to indicate that you want the result as the number of days:DATEDIFF('d', '2006-04-06','2006-01-01').
In Oracle, you can simply subtract dates to get the number of days between them as an integer:DATE '2006-04-06'-DATE '2006-01-01'.
Once you have this offset you can determine the relevant fiscal year by subtracting this from both the date to be tested and the current date. This means that you donít have to worry about the different cases. In this example, March 29, 2006 is in fiscal year 2005, but April 20, 2006 is in fiscal year 2006:
mysql> SELECT whn, -> YEAR(whn - INTERVAL '95' DAY) whnFiscalYear, -> YEAR(CURRENT_DATE - INTERVAL '95' DAY) currentFiscalYear -> FROM t -> WHERE whn IN (DATE '2006-03-29', DATE '2006-04-20');
You can then use this as a condition to ensure that you are reporting on only the current fiscal year:
The minimum and maximum relevant dates are included in the output. This is a complicated expression and you might want to check by hand that theMIN(whn)value shown matches the first record following 2006-04-06 and that theMAX(whn)value is the last record to the current date.
In SQL Server, you can invoke theDATEADDfunction:DATEADD('d', whn, -95).
Perhaps your fiscal year is not a fixed number of days relative to January 1. In that case, you really have no alternative than to record the start-of-year dates in a table.
Suppose thetaxYeartable was created with the following format:
You can perform the same calculation as performed earlier:
mysql> SELECT MIN(whn), MAX(whn), COUNT(v), SUM(v) -> FROM t, -> (SELECT MAX(strt) txStrt FROM taxYear -> WHERE strt < CURRENT_DATE) tx -> WHERE whn >= txStrt AND whn <= CURRENT_DATE;
MIN(whn) MAX(whn) COUNT(v) SUM(v)
2006-04-092006-06-17 28 1443
Please check back next week for the conclusion to this article.
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