获取财政年度查询中的动态日期范围的逻辑

Question

我需要为不同的日期范围选择数据，这取决于它运行的当前月份。 我有一个存储过程，它将用户提供的日期（即@PPE到变量@PPE 。 根据该日期的月份部分，我需要查询不同的范围，如财政年度（7 月 1 日 - 6 月 30 日）如下：我使用的是 2020 财政年度的示例。

MONTH(@PPE)     Date Range to Query
July            07/01/2019 - 07/01/2019
August          07/01/2019 - 08/31/2019
September       07/01/2019 - 09/30/2019
October         07/01/2019 - 09/30/2019
November        07/01/2019 - 09/30/2019
December        07/01/2019 - 09/30/2019
January         07/01/2019 - 12/31/2019
February        07/01/2019 - 12/31/2019
March           07/01/2019 - 12/31/2019
April           07/01/2019 - 03/31/2020
May             07/01/2019 - 03/31/2020
June            07/01/2019 - 03/31/2020

然后从下一个财政年度（2021 年）开始，它将如下进行，然后……

MONTH(@PPE)     Date Range to Query
July            07/01/2020 - 07/01/2020
August          07/01/2020 - 08/31/2020
September       07/01/2020 - 09/30/2020
October         07/01/2020 - 09/30/2020
November        07/01/2020 - 09/30/2020
December        07/01/2020 - 09/30/2020
January         07/01/2020 - 12/31/2020
February        07/01/2020 - 12/31/2020
March           07/01/2020 - 12/31/2020
April           07/01/2019 - 03/31/2021
May             07/01/2019 - 03/31/2021
June            07/01/2019 - 03/31/2021

我从这个查询开始，但是我在操作正确的FISCAL_YEAR遇到了麻烦，这取决于@PPE日期的月份，因为它在 4 月和 6 月之间跨越了 2 年。

PERIOD表示财政月数，即 July = 1 , August = 2, ....June = 12

DECLARE @PPE datetime; SET @PPE = '04/06/2020'

SELECT COMPANY, DEPTID,  FISCAL_YEAR, PERIOD, GH_REPORTID,  SUM(GH_HOURS), SUM(GH_DOLLARS)
FROM PS_GH_SLT_ACTUALS
WHERE DEPTID = 55650000
AND GH_REPORTID = 'BA'
AND PERIOD <= CASE WHEN MONTH(@PPE) BETWEEN 1 AND 3 THEN 12
                   WHEN MONTH(@PPE) BETWEEN 4 AND 6 THEN 3
                   WHEN MONTH(@PPE) BETWEEN 7 AND 9 THEN 6
                   WHEN MONTH(@PPE) BETWEEN 10 AND 12 THEN 9
                   END
-- AND PERIOD <= 7  ???
AND FISCAL_YEAR = CASE WHEN MONTH(@PPE) BETWEEN 1 AND 3 THEN YEAR(@PPE)
                       WHEN MONTH(@PPE) BETWEEN 4 AND 6 THEN ....???


GROUP BY COMPANY, DEPTID,  FISCAL_YEAR, PERIOD, GH_REPORTID

Answer 1

如果您的会计年度已采用该格式，则您可以使用以下条件：

FISCAL_YEAR = CASE WHEN MONTH(@PPE) BETWEEN 1 AND 6 THEN YEAR(@PPE)
                      ELSE YEAR(@PPE)+1 END

根据您的数据，上述条件应在假设 2019 年 7 月至 2020 年 6 月被称为 2020 财年的假设下工作。 希望这可以帮助。