Go Premium for a chance to win a PS4. Enter to Win

x
?
Solved

calculate YTD based on end of month

Posted on 2015-02-09
7
Medium Priority
?
118 Views
Last Modified: 2015-09-22
I have a query in sql that I am using via VB6.

esql = "SELECT SUM(Hours) from tblOrgHours where Month(activitydate) < " & SelectedMonth & " And ParticipantHour = 1 And AgencyID = " & AgencyID & " and Fiscal = " & Fiscal

Open in new window


the only problem I am having is that SelectedMonth needs to be the last day of that month.  so if SelectedMonth = 9 Then the selection needs to be adjusted to be 9/30 instead.  

How can I accomplish this?
0
Comment
Question by:al4629740
7 Comments
 
LVL 49

Assisted Solution

by:Martin Liss
Martin Liss earned 400 total points
ID: 40599659
Without knowing more about the structure of your table (and maybe not even then) I don't think I can help except to give you this which finds the last day in any month.

Dim dteAnyDate As Date
dteAnyDate = Now ' or any date
 
MsgBox Day(DateSerial(Year(dteAnyDate), Month(dteAnyDate) + 1, 1) - 1)

Open in new window

0
 

Author Comment

by:al4629740
ID: 40599722
Martin,

The variable that is passing through is the number of the month.  So if I have September, then SelectedMonth would be 9.

In your example, I don't need the year, since I have a fiscal already.  All I need is the last day of the month

Would it be

Day(DateSerial( SelectedMonth  + 1, 1) - 1)
0
 
LVL 49

Accepted Solution

by:
PortletPaul earned 1600 total points
ID: 40599756
SELECT SUM(Hours) from tblOrgHours where Month(activitydate) < " & SelectedMonth

You are using the TSQL function MONTH() on  every row of data. that function returns an integer.

So I do not understand your question really.

What you should be doing is NOT USING month() see: sargable: Search ARGument ABLE
http://en.wikipedia.org/wiki/Sargable

Rules of thumb
Avoid applying functions on data values in a sql condition.
Avoid non-sargable predicates and replace them with sargable equivalents.

You should aim to NOT ALTER the (many rows of) DATA to suit your (single) parameter, instead do the reverse.
Alter the single parameter to suit the many rows of data.

So, if your parameter is 9, you need a routine that will give you the FIRST DAY of month 10
with the only wrinkle being if the parameter is 12 you need the FIRST DAY of month 1 and the year incremented however as you don't reveal how the financial year is established this might not be a problem.

Let's illustrate this:

assuming [activitydate] is date or datetime(2)

2014-09-01 is less than 2015-10-01
...
2014-09-30 is less than 2015-10-01

so you will be accurate by using less than (the first day of the next month)
0
Independent Software Vendors: We Want Your Opinion

We value your feedback.

Take our survey and automatically be enter to win anyone of the following:
Yeti Cooler, Amazon eGift Card, and Movie eGift Card!

 
LVL 49

Expert Comment

by:PortletPaul
ID: 40599763
by the way, if useful, in SQL Server, you can safely use a string in the form of YYYYMMDD to compare to dates/datetimes

e.g.
SELECT SUM(Hours) from tblOrgHours where activitydate < '20151001'

how you achieve this in VB I won't attempt to answer
0
 

Author Comment

by:al4629740
ID: 40599765
That is what I was just looking at also.  Good idea.  

Fiscal year is July1 to June30
0
 

Author Comment

by:al4629740
ID: 40599871
I ended up doing

If SelectedMonth >= 7 And SelectedMonth <= 12 Then
    YTDate = CDate(SelectedMonth & "/01/" & Fiscal3)
    YTDate = DateAdd("m", 1, YTDate)
    YTDate = DateAdd("d", -1, YTDate)
End If

If SelectedMonth >= 1 And SelectedMonth <= 6 Then
    YTDate = CDate(SelectedMonth & "/01/" & Fiscal)
    YTDate = DateAdd("m", 1, YTDate)
    YTDate = DateAdd("d", -1, YTDate)
End IfIf SelectedMonth >= 7 And SelectedMonth <= 12 Then
    YTDate = CDate(SelectedMonth & "/01/" & Fiscal3)
    YTDate = DateAdd("m", 1, YTDate)
    YTDate = DateAdd("d", -1, YTDate)
End If

If SelectedMonth >= 1 And SelectedMonth <= 6 Then
    YTDate = CDate(SelectedMonth & "/01/" & Fiscal)
    YTDate = DateAdd("m", 1, YTDate)
    YTDate = DateAdd("d", -1, YTDate)
End If

Open in new window

0
 
LVL 66

Expert Comment

by:Jim Horn
ID: 40988988
al - Not sure if this is where you were going with this question, but I just kicked out an article that deals specifically with Fiscal calendar planning --> SQL Server Calendar Table:  Fiscal Years.   Let me know if this helps you, and if yes please click on the 'Good Article' button and provide some feedback.  Thanks.
0

Featured Post

[Webinar] Cloud and Mobile-First Strategy

Maybe you’ve fully adopted the cloud since the beginning. Or maybe you started with on-prem resources but are pursuing a “cloud and mobile first” strategy. Getting to that end state has its challenges. Discover how to build out a 100% cloud and mobile IT strategy in this webinar.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

What if you have to shut down the entire Citrix infrastructure for hardware maintenance, software upgrades or "the unknown"? I developed this plan for "the unknown" and hope that it helps you as well. This article explains how to properly shut down …
When trying to connect from SSMS v17.x to a SQL Server Integration Services 2016 instance or previous version, you get the error “Connecting to the Integration Services service on the computer failed with the following error: 'The specified service …
Using examples as well as descriptions, and references to Books Online, show the documentation available for date manipulation functions and by using a select few of these functions, show how date based data can be manipulated with these functions.
Using examples as well as descriptions, and references to Books Online, show the documentation available for datatypes, explain the available data types and show how data can be passed into and out of variables.

885 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question