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Financial Period in DateInfo Table

There is often a need to find out what Financial Period a Date falls into. This would depend on the structure of the Financial Periods setup in the Financial Year screen.

There is already a Data Access Class called DateInfo which has one row per Date. It would be really cool if a dynamic Financial Period column could be added to this table called FinPeriodID which shows the Financial Period that each date falls into.

  • Tim Rodman
  • Sep 17 2018
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  • Tim Rodman commented
    November 07, 2018 12:26

    Good point about performance. I think your workaround works great, especially because it can be done in a Generic Inquiry without the need for SQL. Thanks Vladimir.

  • Vladimir Panchenko commented
    October 11, 2018 09:06

    You can achieve this with a simple join between DateInfo and FinPeriod Data Access Classes:

    select [DateInfo].*, [FinPeriod].[FinPeriodID] from [DateInfo]
    inner join [FinPeriod] on [DateInfo].[Date] >= [FinPeriod].[StartDate] and [DateInfo].[Date] <= [FinPeriod].[EndDate]

    This solution is applicable to all places where DateInfo DAC is usually used, such as Generic Inquiries, Reports, etc.

    We can consider adding FinPeriodID column in the future, but we'd prefer not to add it because it decreases the performance.