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Create and Populate Date Dimension for Data Warehouse

, 4 Sep 2013 CPOL
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This article shows how to create and populate date dimension for data warehouse.

Introduction

This article will especially help those people who work in Data warehouse and Business Intelligence. Whenever as a starting point, they need to set New Data warehouse, during this time they need to create and fill their Date Dimension with various values of Date, Date Keys, Day Type, Day Name Of Week, Month, Month Name, Quarter, etc.

Date dimension plays an important role in your data warehouse designing, it provides the ability to study behavior and trend of your data over a period of time.

You can study your data by grouping them using various fields of date dimension.

For example:

If I want to analyze my data of total sales by each month of the year, or show total sales by each quarter of the year, or show me on which days total sales takes place more in the entire year or month.

After implementing the complete solution in data warehouse, the relationship of date dimension gives you all this facility to do slice and dice of your data.

So as an initial step, you need to design your date dimension, time dimension and populate them with range of values.

For designing of time dimension, you can refer to my other tip posted on CodeProject, “Design and Populate Time Dimension with 24 Hour plus Values”.

This date dimension will have values of date stored as per various date formats used across the world, like “dd-MM-yyyy” is used in Europe, UK, India, etc. while “MM-dd-yyyy” format is used in US.

Even some countries refer to Monday as 1st day of the week like UK, and some of them refer to Sunday as the 1st day of the week like US, so I have placed both types of values in this date dimension so that it can be utilized as per the need.

National holiday list is also different in both the countries US and UK, script is there to update date dimension with these values, it will help to study data on a particular national holiday.

I expect some intermediate knowledge of T-SQL from the reader to understand and to use the script given below, even I have placed steps to follow to achieve a particular task , T-SQL script also contains in line comments to explain the purpose of various steps.

This article contains two scripts:

Script 1

This script will create date dimension table for you and populate it with all standard values. Please refer to figure 1. You need to follow 4 easy steps given under section of the Script 1.

Figure 1

Script 2

This script can be used to extend your date dimension with Fiscal Calendar fields like Fiscal Year, Fiscal month, fiscal Quarter, etc and populate these fields with appropriate values, Fiscal Calendar fields can be used to study data as per Financial Year Defined. Please refer to figure 2 for further details. Follow the steps given under section of Script 2 to accomplish this task.

Figure 2

SCRIPT 1

Follow the 4 easy steps in sequence to create and populate date dimension with values.

Using the Code

Follow the given steps to create date dimension:

  1. Open SQL Server Management Studio
  2. Connect Database Engine
  3. Open New query editor
  4. Copy paste scripts given below in various steps in new query editor window one by one
  5. To run the given SQL script, press F5

Step 1

Please refer to the inline comments given with T-SQL Script for further explanation of each field in table and which type of values it will hold.

Create Table for Date Dimension
BEGIN TRY
	DROP TABLE [dbo].[DimDate]
END TRY

BEGIN CATCH
	/*No Action*/
END CATCH

/**********************************************************************************/

CREATE TABLE	[dbo].[DimDate]
	(	[DateKey] INT primary key, 
		[Date] DATETIME,
		[FullDateUK] CHAR(10), -- Date in dd-MM-yyyy format
		[FullDateUSA] CHAR(10),-- Date in MM-dd-yyyy format
		[DayOfMonth] VARCHAR(2), -- Field will hold day number of Month
		[DaySuffix] VARCHAR(4), -- Apply suffix as 1st, 2nd ,3rd etc
		[DayName] VARCHAR(9), -- Contains name of the day, Sunday, Monday 
		[DayOfWeekUSA] CHAR(1),-- First Day Sunday=1 and Saturday=7
		[DayOfWeekUK] CHAR(1),-- First Day Monday=1 and Sunday=7
		[DayOfWeekInMonth] VARCHAR(2), --1st Monday or 2nd Monday in Month
		[DayOfWeekInYear] VARCHAR(2),
		[DayOfQuarter] VARCHAR(3),
		[DayOfYear] VARCHAR(3),
		[WeekOfMonth] VARCHAR(1),-- Week Number of Month 
		[WeekOfQuarter] VARCHAR(2), --Week Number of the Quarter
		[WeekOfYear] VARCHAR(2),--Week Number of the Year
		[Month] VARCHAR(2), --Number of the Month 1 to 12
		[MonthName] VARCHAR(9),--January, February etc
		[MonthOfQuarter] VARCHAR(2),-- Month Number belongs to Quarter
		[Quarter] CHAR(1),
		[QuarterName] VARCHAR(9),--First,Second..
		[Year] CHAR(4),-- Year value of Date stored in Row
		[YearName] CHAR(7), --CY 2012,CY 2013
		[MonthYear] CHAR(10), --Jan-2013,Feb-2013
		[MMYYYY] CHAR(6),
		[FirstDayOfMonth] DATE,
		[LastDayOfMonth] DATE,
		[FirstDayOfQuarter] DATE,
		[LastDayOfQuarter] DATE,
		[FirstDayOfYear] DATE,
		[LastDayOfYear] DATE,
		[IsHolidayUSA] BIT,-- Flag 1=National Holiday, 0-No National Holiday
		[IsWeekday] BIT,-- 0=Week End ,1=Week Day
		[HolidayUSA] VARCHAR(50),--Name of Holiday in US
		[IsHolidayUK] BIT Null,-- Flag 1=National Holiday, 0-No National Holiday
		[HolidayUK] VARCHAR(50) Null --Name of Holiday in UK
	)
GO
Brief introduction to functions used in script to populate Date Dimension
Function Detail (e.g. for 16-Aug-2013)
1 Select DATEPART(MM, Getdate()) as MonthNumber Return Integer Number=8 of Month from Current Date
2 Select DATEPART(YY , Getdate()) as YearValue Return Value of the Year=2013 from Current Date
3 Select DATEPART(QQ , Getdate()) as QuarterValue Return Value of the Quarter=3 for Current Date
4 Select DATEPART(DW, Getdate()) as DayOfWeekValue Return integer Value of day=6 (Friday) in Week for Current Date as per US standard
5 Select CONVERT (char(8),Getdate(),112) Return Key=20130816 Value for current Date
6 Select CONVERT (char(10),Getdate(),103) Return date =16/08/2013 in “dd-MM-yyyy” format, UK, Europe
7 Select CONVERT (char(10),Getdate(),101) Return date=08/16/2013 in “MM-dd-yyyy” format, US
8 Select DATEPART(DD , Getdate()) as DayOfMonthValue Return integer Day=16 Value for Current Date
9 select DATENAME(DW, Getdate()) AS DayName Return Name=Friday of the Day for Current Date.
10 select DATEPART(WW, Getdate()) AS WeekOfYear Returns Value of Week in Year=33

Step 2

Populate Date dimension with values

You can specify start date and end date value of date range which you want to populate in your date dimension.

Please refer to the inline comments given with T-SQL script for further explanation of steps.

/********************************************************************************************/
--Specify Start Date and End date here
--Value of Start Date Must be Less than Your End Date 

DECLARE @StartDate DATETIME = '01/01/2013' --Starting value of Date Range
DECLARE @EndDate DATETIME = '01/01/2015' --End Value of Date Range

--Temporary Variables To Hold the Values During Processing of Each Date of Year
DECLARE
	@DayOfWeekInMonth INT,
	@DayOfWeekInYear INT,
	@DayOfQuarter INT,
	@WeekOfMonth INT,
	@CurrentYear INT,
	@CurrentMonth INT,
	@CurrentQuarter INT

/*Table Data type to store the day of week count for the month and year*/
DECLARE @DayOfWeek TABLE (DOW INT, MonthCount INT, QuarterCount INT, YearCount INT)

INSERT INTO @DayOfWeek VALUES (1, 0, 0, 0)
INSERT INTO @DayOfWeek VALUES (2, 0, 0, 0)
INSERT INTO @DayOfWeek VALUES (3, 0, 0, 0)
INSERT INTO @DayOfWeek VALUES (4, 0, 0, 0)
INSERT INTO @DayOfWeek VALUES (5, 0, 0, 0)
INSERT INTO @DayOfWeek VALUES (6, 0, 0, 0)
INSERT INTO @DayOfWeek VALUES (7, 0, 0, 0)

--Extract and assign various parts of Values from Current Date to Variable

DECLARE @CurrentDate AS DATETIME = @StartDate
SET @CurrentMonth = DATEPART(MM, @CurrentDate)
SET @CurrentYear = DATEPART(YY, @CurrentDate)
SET @CurrentQuarter = DATEPART(QQ, @CurrentDate)

/********************************************************************************************/
--Proceed only if Start Date(Current date ) is less than End date you specified above

WHILE @CurrentDate < @EndDate
BEGIN
 
/*Begin day of week logic*/

         /*Check for Change in Month of the Current date if Month changed then 
          Change variable value*/
	IF @CurrentMonth != DATEPART(MM, @CurrentDate) 
	BEGIN
		UPDATE @DayOfWeek
		SET MonthCount = 0
		SET @CurrentMonth = DATEPART(MM, @CurrentDate)
	END

        /* Check for Change in Quarter of the Current date if Quarter changed then change 
         Variable value*/

	IF @CurrentQuarter != DATEPART(QQ, @CurrentDate)
	BEGIN
		UPDATE @DayOfWeek
		SET QuarterCount = 0
		SET @CurrentQuarter = DATEPART(QQ, @CurrentDate)
	END
       
        /* Check for Change in Year of the Current date if Year changed then change 
         Variable value*/
	

	IF @CurrentYear != DATEPART(YY, @CurrentDate)
	BEGIN
		UPDATE @DayOfWeek
		SET YearCount = 0
		SET @CurrentYear = DATEPART(YY, @CurrentDate)
	END
	
        -- Set values in table data type created above from variables 

	UPDATE @DayOfWeek
	SET 
		MonthCount = MonthCount + 1,
		QuarterCount = QuarterCount + 1,
		YearCount = YearCount + 1
	WHERE DOW = DATEPART(DW, @CurrentDate)

	SELECT
		@DayOfWeekInMonth = MonthCount,
		@DayOfQuarter = QuarterCount,
		@DayOfWeekInYear = YearCount
	FROM @DayOfWeek
	WHERE DOW = DATEPART(DW, @CurrentDate)
	
/*End day of week logic*/


/* Populate Your Dimension Table with values*/
	
	INSERT INTO [dbo].[DimDate]
	SELECT
		
		CONVERT (char(8),@CurrentDate,112) as DateKey,
		@CurrentDate AS Date,
		CONVERT (char(10),@CurrentDate,103) as FullDateUK,
		CONVERT (char(10),@CurrentDate,101) as FullDateUSA,
		DATEPART(DD, @CurrentDate) AS DayOfMonth,
		--Apply Suffix values like 1st, 2nd 3rd etc..
		CASE 
			WHEN DATEPART(DD,@CurrentDate) IN (11,12,13) _
			THEN CAST(DATEPART(DD,@CurrentDate) AS VARCHAR) + 'th'
			WHEN RIGHT(DATEPART(DD,@CurrentDate),1) = 1 _
			THEN CAST(DATEPART(DD,@CurrentDate) AS VARCHAR) + 'st'
			WHEN RIGHT(DATEPART(DD,@CurrentDate),1) = 2 _
			THEN CAST(DATEPART(DD,@CurrentDate) AS VARCHAR) + 'nd'
			WHEN RIGHT(DATEPART(DD,@CurrentDate),1) = 3 _
			THEN CAST(DATEPART(DD,@CurrentDate) AS VARCHAR) + 'rd'
			ELSE CAST(DATEPART(DD,@CurrentDate) AS VARCHAR) + 'th' 
			END AS DaySuffix,
		
		DATENAME(DW, @CurrentDate) AS DayName,
		DATEPART(DW, @CurrentDate) AS DayOfWeekUSA,

		-- check for day of week as Per US and change it as per UK format 
		CASE DATEPART(DW, @CurrentDate)
			WHEN 1 THEN 7
			WHEN 2 THEN 1
			WHEN 3 THEN 2
			WHEN 4 THEN 3
			WHEN 5 THEN 4
			WHEN 6 THEN 5
			WHEN 7 THEN 6
			END 
			AS DayOfWeekUK,
		
		@DayOfWeekInMonth AS DayOfWeekInMonth,
		@DayOfWeekInYear AS DayOfWeekInYear,
		@DayOfQuarter AS DayOfQuarter,
		DATEPART(DY, @CurrentDate) AS DayOfYear,
		DATEPART(WW, @CurrentDate) + 1 - DATEPART(WW, CONVERT(VARCHAR, _
		DATEPART(MM, @CurrentDate)) + '/1/' + CONVERT(VARCHAR, _
		DATEPART(YY, @CurrentDate))) AS WeekOfMonth,
		(DATEDIFF(DD, DATEADD(QQ, DATEDIFF(QQ, 0, @CurrentDate), 0), _
		@CurrentDate) / 7) + 1 AS WeekOfQuarter,
		DATEPART(WW, @CurrentDate) AS WeekOfYear,
		DATEPART(MM, @CurrentDate) AS Month,
		DATENAME(MM, @CurrentDate) AS MonthName,
		CASE
			WHEN DATEPART(MM, @CurrentDate) IN (1, 4, 7, 10) THEN 1
			WHEN DATEPART(MM, @CurrentDate) IN (2, 5, 8, 11) THEN 2
			WHEN DATEPART(MM, @CurrentDate) IN (3, 6, 9, 12) THEN 3
			END AS MonthOfQuarter,
		DATEPART(QQ, @CurrentDate) AS Quarter,
		CASE DATEPART(QQ, @CurrentDate)
			WHEN 1 THEN 'First'
			WHEN 2 THEN 'Second'
			WHEN 3 THEN 'Third'
			WHEN 4 THEN 'Fourth'
			END AS QuarterName,
		DATEPART(YEAR, @CurrentDate) AS Year,
		'CY ' + CONVERT(VARCHAR, DATEPART(YEAR, @CurrentDate)) AS YearName,
		LEFT(DATENAME(MM, @CurrentDate), 3) + '-' + CONVERT(VARCHAR, _
		DATEPART(YY, @CurrentDate)) AS MonthYear,
		RIGHT('0' + CONVERT(VARCHAR, DATEPART(MM, @CurrentDate)),2) + _
		CONVERT(VARCHAR, DATEPART(YY, @CurrentDate)) AS MMYYYY,
		CONVERT(DATETIME, CONVERT(DATE, DATEADD(DD, - (DATEPART(DD, _
		@CurrentDate) - 1), @CurrentDate))) AS FirstDayOfMonth,
		CONVERT(DATETIME, CONVERT(DATE, DATEADD(DD, - (DATEPART(DD, _
		(DATEADD(MM, 1, @CurrentDate)))), DATEADD(MM, 1, _
		@CurrentDate)))) AS LastDayOfMonth,
		DATEADD(QQ, DATEDIFF(QQ, 0, @CurrentDate), 0) AS FirstDayOfQuarter,
		DATEADD(QQ, DATEDIFF(QQ, -1, @CurrentDate), -1) AS LastDayOfQuarter,
		CONVERT(DATETIME, '01/01/' + CONVERT(VARCHAR, DATEPART(YY, _
		@CurrentDate))) AS FirstDayOfYear,
		CONVERT(DATETIME, '12/31/' + CONVERT(VARCHAR, DATEPART(YY, _
		@CurrentDate))) AS LastDayOfYear,
		NULL AS IsHolidayUSA,
		CASE DATEPART(DW, @CurrentDate)
			WHEN 1 THEN 0
			WHEN 2 THEN 1
			WHEN 3 THEN 1
			WHEN 4 THEN 1
			WHEN 5 THEN 1
			WHEN 6 THEN 1
			WHEN 7 THEN 0
			END AS IsWeekday,
		NULL AS HolidayUSA, Null, Null

	SET @CurrentDate = DATEADD(DD, 1, @CurrentDate)
END

/********************************************************************************************/
 
Step 3.
Update Values of Holiday as per UK Government Declaration for National Holiday.

/*Update HOLIDAY fields of UK as per Govt. Declaration of National Holiday*/
	
-- Good Friday  April 18 
	UPDATE [dbo].[DimDate]
		SET HolidayUK = 'Good Friday'
	WHERE [Month] = 4 AND [DayOfMonth]  = 18

-- Easter Monday  April 21 
	UPDATE [dbo].[DimDate]
		SET HolidayUK = 'Easter Monday'
	WHERE [Month] = 4 AND [DayOfMonth]  = 21

-- Early May Bank Holiday   May 5 
   UPDATE [dbo].[DimDate]
		SET HolidayUK = 'Early May Bank Holiday'
	WHERE [Month] = 5 AND [DayOfMonth]  = 5

-- Spring Bank Holiday  May 26 
	UPDATE [dbo].[DimDate]
		SET HolidayUK = 'Spring Bank Holiday'
	WHERE [Month] = 5 AND [DayOfMonth]  = 26

-- Summer Bank Holiday  August 25 
    UPDATE [dbo].[DimDate]
		SET HolidayUK = 'Summer Bank Holiday'
	WHERE [Month] = 8 AND [DayOfMonth]  = 25

-- Boxing Day  December 26  	
    UPDATE [dbo].[DimDate]
		SET HolidayUK = 'Boxing Day'
	WHERE [Month] = 12 AND [DayOfMonth]  = 26	

--CHRISTMAS
	UPDATE [dbo].[DimDate]
		SET HolidayUK = 'Christmas Day'
	WHERE [Month] = 12 AND [DayOfMonth]  = 25

--New Years Day
	UPDATE [dbo].[DimDate]
		SET HolidayUK  = 'New Year''s Day'
	WHERE [Month] = 1 AND [DayOfMonth] = 1

--Update flag for UK Holidays 1= Holiday, 0=No Holiday
	
	UPDATE [dbo].[DimDate]
		SET IsHolidayUK  = CASE WHEN HolidayUK   IS NULL _
		THEN 0 WHEN HolidayUK   IS NOT NULL THEN 1 END
		
 
Step 4.
Update Values of Holiday as per USA Govt. Declaration for National Holiday.

/*Update HOLIDAY Field of USA In dimension*/
	
 	/*THANKSGIVING - Fourth THURSDAY in November*/
	UPDATE [dbo].[DimDate]
		SET HolidayUSA = 'Thanksgiving Day'
	WHERE
		[Month] = 11 
		AND [DayOfWeekUSA] = 'Thursday' 
		AND DayOfWeekInMonth = 4

	/*CHRISTMAS*/
	UPDATE [dbo].[DimDate]
		SET HolidayUSA = 'Christmas Day'
		
	WHERE [Month] = 12 AND [DayOfMonth]  = 25

	/*4th of July*/
	UPDATE [dbo].[DimDate]
		SET HolidayUSA = 'Independance Day'
	WHERE [Month] = 7 AND [DayOfMonth] = 4

	/*New Years Day*/
	UPDATE [dbo].[DimDate]
		SET HolidayUSA = 'New Year''s Day'
	WHERE [Month] = 1 AND [DayOfMonth] = 1

	/*Memorial Day - Last Monday in May*/
	UPDATE [dbo].[DimDate]
		SET HolidayUSA = 'Memorial Day'
	FROM [dbo].[DimDate]
	WHERE DateKey IN 
		(
		SELECT
			MAX(DateKey)
		FROM [dbo].[DimDate]
		WHERE
			[MonthName] = 'May'
			AND [DayOfWeekUSA]  = 'Monday'
		GROUP BY
			[Year],
			[Month]
		)

	/*Labor Day - First Monday in September*/
	UPDATE [dbo].[DimDate]
		SET HolidayUSA = 'Labor Day'
	FROM [dbo].[DimDate]
	WHERE DateKey IN 
		(
		SELECT
			MIN(DateKey)
		FROM [dbo].[DimDate]
		WHERE
			[MonthName] = 'September'
			AND [DayOfWeekUSA] = 'Monday'
		GROUP BY
			[Year],
			[Month]
		)

	/*Valentine's Day*/
	UPDATE [dbo].[DimDate]
		SET HolidayUSA = 'Valentine''s Day'
	WHERE
		[Month] = 2 
		AND [DayOfMonth] = 14

	/*Saint Patrick's Day*/
	UPDATE [dbo].[DimDate]
		SET HolidayUSA = 'Saint Patrick''s Day'
	WHERE
		[Month] = 3
		AND [DayOfMonth] = 17

	/*Martin Luthor King Day - Third Monday in January starting in 1983*/
	UPDATE [dbo].[DimDate]
		SET HolidayUSA = 'Martin Luthor King Jr Day'
	WHERE
		[Month] = 1
		AND [DayOfWeekUSA]  = 'Monday'
		AND [Year] >= 1983
		AND DayOfWeekInMonth = 3

	/*President's Day - Third Monday in February*/
	UPDATE [dbo].[DimDate]
		SET HolidayUSA = 'President''s Day'
	WHERE
		[Month] = 2
		AND [DayOfWeekUSA] = 'Monday'
		AND DayOfWeekInMonth = 3

	/*Mother's Day - Second Sunday of May*/
	UPDATE [dbo].[DimDate]
		SET HolidayUSA = 'Mother''s Day'
	WHERE
		[Month] = 5
		AND [DayOfWeekUSA] = 'Sunday'
		AND DayOfWeekInMonth = 2

	/*Father's Day - Third Sunday of June*/
	UPDATE [dbo].[DimDate]
		SET HolidayUSA = 'Father''s Day'
	WHERE
		[Month] = 6
		AND [DayOfWeekUSA] = 'Sunday'
		AND DayOfWeekInMonth = 3

	/*Halloween 10/31*/
	UPDATE [dbo].[DimDate]
		SET HolidayUSA = 'Halloween'
	WHERE
		[Month] = 10
		AND [DayOfMonth] = 31

	/*Election Day - The first Tuesday after the first Monday in November*/
	BEGIN
	DECLARE @Holidays TABLE (ID INT IDENTITY(1,1), _
	DateID int, Week TINYINT, YEAR CHAR(4), DAY CHAR(2))

		INSERT INTO @Holidays(DateID, [Year],[Day])
		SELECT
			DateKey,
			[Year],
			[DayOfMonth] 
		FROM [dbo].[DimDate]
		WHERE
			[Month] = 11
			AND [DayOfWeekUSA] = 'Monday'
		ORDER BY
			YEAR,
			DayOfMonth 

		DECLARE @CNTR INT, @POS INT, @STARTYEAR INT, @ENDYEAR INT, @MINDAY INT

		SELECT
			@CURRENTYEAR = MIN([Year])
			, @STARTYEAR = MIN([Year])
			, @ENDYEAR = MAX([Year])
		FROM @Holidays

		WHILE @CURRENTYEAR <= @ENDYEAR
		BEGIN
			SELECT @CNTR = COUNT([Year])
			FROM @Holidays
			WHERE [Year] = @CURRENTYEAR

			SET @POS = 1

			WHILE @POS <= @CNTR
			BEGIN
				SELECT @MINDAY = MIN(DAY)
				FROM @Holidays
				WHERE
					[Year] = @CURRENTYEAR
					AND [Week] IS NULL

				UPDATE @Holidays
					SET [Week] = @POS
				WHERE
					[Year] = @CURRENTYEAR
					AND [Day] = @MINDAY

				SELECT @POS = @POS + 1
			END

			SELECT @CURRENTYEAR = @CURRENTYEAR + 1
		END

		UPDATE [dbo].[DimDate]
			SET HolidayUSA  = 'Election Day'				
		FROM [dbo].[DimDate] DT
			JOIN @Holidays HL ON (HL.DateID + 1) = DT.DateKey
		WHERE
			[Week] = 1
	END
	--set flag for USA holidays in Dimension
	UPDATE [dbo].[DimDate]
SET IsHolidayUSA = CASE WHEN HolidayUSA  IS NULL THEN 0 WHEN HolidayUSA  IS NOT NULL THEN 1 END
/*****************************************************************************************/

SELECT * FROM [dbo].[DimDate]

SCRIPT 2

Extension of date dimension with fiscal calendar fields like Fiscal Year, Fiscal Month, and Fiscal Quarter, etc.

Using the Code

Follow the given steps to add new fields related to Fiscal calendar in date dimension and populate them with values.

  1. Open SQL Server Management Studio
  2. Connect Database Engine
  3. Open New query editor
  4. Copy paste scripts given below in sequence of one by one
  5. To run the given SQL Script, press F5

Step 1

Add new Fields in Date dimension related to Fiscal Calendar
/*Add Fiscal Calendar columns into table DimDate*/

ALTER TABLE [dbo].[DimDate] ADD
	[FiscalDayOfYear] VARCHAR(3),
	[FiscalWeekOfYear] VARCHAR(3),
	[FiscalMonth] VARCHAR(2), 
	[FiscalQuarter] CHAR(1),
	[FiscalQuarterName] VARCHAR(9),
	[FiscalYear] CHAR(4),
	[FiscalYearName] CHAR(7),
	[FiscalMonthYear] CHAR(10),
	[FiscalMMYYYY] CHAR(6),
	[FiscalFirstDayOfMonth] DATE,
	[FiscalLastDayOfMonth] DATE,
	[FiscalFirstDayOfQuarter] DATE,
	[FiscalLastDayOfQuarter] DATE,
	[FiscalFirstDayOfYear] DATE,
	[FiscalLastDayOfYear] DATE
	GO

Step 2

Populate Fiscal Calendar fields in Dim date table
/***************************************************************************
The following section needs to be populated for defining the fiscal calendar
***************************************************************************/

DECLARE
	@dtFiscalYearStart SMALLDATETIME = 'January 01, 1995',
	@FiscalYear INT = 1995,
	@LastYear INT = 2025,
	@FirstLeapYearInPeriod INT = 1996

/*****************************************************************************************/

DECLARE
	@iTemp INT,
	@LeapWeek INT,
	@CurrentDate DATETIME,
	@FiscalDayOfYear INT,
	@FiscalWeekOfYear INT,
	@FiscalMonth INT,
	@FiscalQuarter INT,
	@FiscalQuarterName VARCHAR(10),
	@FiscalYearName VARCHAR(7),
	@LeapYear INT,
	@FiscalFirstDayOfYear DATE,
	@FiscalFirstDayOfQuarter DATE,
	@FiscalFirstDayOfMonth DATE,
	@FiscalLastDayOfYear DATE,
	@FiscalLastDayOfQuarter DATE,
	@FiscalLastDayOfMonth DATE

/*Holds the years that have 455 in last quarter*/

DECLARE @LeapTable TABLE (leapyear INT)

/*TABLE to contain the fiscal year calendar*/

DECLARE @tb TABLE(
	PeriodDate DATETIME,
	[FiscalDayOfYear] VARCHAR(3),
	[FiscalWeekOfYear] VARCHAR(3),
	[FiscalMonth] VARCHAR(2), 
	[FiscalQuarter] VARCHAR(1),
	[FiscalQuarterName] VARCHAR(9),
	[FiscalYear] VARCHAR(4),
	[FiscalYearName] VARCHAR(7),
	[FiscalMonthYear] VARCHAR(10),
	[FiscalMMYYYY] VARCHAR(6),
	[FiscalFirstDayOfMonth] DATE,
	[FiscalLastDayOfMonth] DATE,
	[FiscalFirstDayOfQuarter] DATE,
	[FiscalLastDayOfQuarter] DATE,
	[FiscalFirstDayOfYear] DATE,
	[FiscalLastDayOfYear] DATE)

/*Populate the table with all leap years*/

SET @LeapYear = @FirstLeapYearInPeriod
WHILE (@LeapYear < @LastYear)
	BEGIN
		INSERT INTO @leapTable VALUES (@LeapYear)
		SET @LeapYear = @LeapYear + 5
	END

/*Initiate parameters before loop*/

SET @CurrentDate = @dtFiscalYearStart
SET @FiscalDayOfYear = 1
SET @FiscalWeekOfYear = 1
SET @FiscalMonth = 1
SET @FiscalQuarter = 1
SET @FiscalWeekOfYear = 1

IF (EXISTS (SELECT * FROM @LeapTable WHERE @FiscalYear = leapyear))
	BEGIN
		SET @LeapWeek = 1
	END
	ELSE
	BEGIN
		SET @LeapWeek = 0
	END

/*******************************************************************************************/

/* Loop on days in interval*/

WHILE (DATEPART(yy,@CurrentDate) <= @LastYear)
BEGIN
	
/*SET fiscal Month*/
	SELECT @FiscalMonth = CASE 
		/*Use this section for a 4-5-4 calendar.  
		Every leap year the result will be a 4-5-5*/
		WHEN @FiscalWeekOfYear BETWEEN 1 AND 4 THEN 1 /*4 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 5 AND 9 THEN 2 /*5 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 10 AND 13 THEN 3 /*4 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 14 AND 17 THEN 4 /*4 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 18 AND 22 THEN 5 /*5 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 23 AND 26 THEN 6 /*4 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 27 AND 30 THEN 7 /*4 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 31 AND 35 THEN 8 /*5 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 36 AND 39 THEN 9 /*4 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 40 AND 43 THEN 10 /*4 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 44 AND (48+@LeapWeek) THEN 11 
/*5 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN (49+@LeapWeek) AND (52+@LeapWeek) THEN 12 
/*4 weeks (5 weeks on leap year)*/
		
/*Use this section for a 4-4-5 calendar.  
Every leap year the result will be a 4-5-5*/
		/*
		WHEN @FiscalWeekOfYear BETWEEN 1 AND 4 THEN 1 /*4 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 5 AND 8 THEN 2 /*4 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 9 AND 13 THEN 3 /*5 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 14 AND 17 THEN 4 /*4 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 18 AND 21 THEN 5 /*4 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 22 AND 26 THEN 6 /*5 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 27 AND 30 THEN 7 /*4 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 31 AND 34 THEN 8 /*4 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 35 AND 39 THEN 9 /*5 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 40 AND 43 THEN 10 /*4 weeks*/
		WHEN @FiscalWeekOfYear BETWEEN 44 AND _
		(47+@leapWeek) THEN 11 /*4 weeks (5 weeks on leap year)*/
WHEN @FiscalWeekOfYear BETWEEN (48+@leapWeek) AND (52+@leapWeek) THEN 12 /*5 weeks*/
		*/
	END

	/*SET Fiscal Quarter*/
	SELECT @FiscalQuarter = CASE 
		WHEN @FiscalMonth BETWEEN 1 AND 3 THEN 1
		WHEN @FiscalMonth BETWEEN 4 AND 6 THEN 2
		WHEN @FiscalMonth BETWEEN 7 AND 9 THEN 3
		WHEN @FiscalMonth BETWEEN 10 AND 12 THEN 4
	END
	
	SELECT @FiscalQuarterName = CASE 
		WHEN @FiscalMonth BETWEEN 1 AND 3 THEN 'First'
		WHEN @FiscalMonth BETWEEN 4 AND 6 THEN 'Second'
		WHEN @FiscalMonth BETWEEN 7 AND 9 THEN 'Third'
		WHEN @FiscalMonth BETWEEN 10 AND 12 THEN 'Fourth'
	END
	
	/*Set Fiscal Year Name*/
	SELECT @FiscalYearName = 'FY ' + CONVERT(VARCHAR, @FiscalYear)

	INSERT INTO @tb (PeriodDate, FiscalDayOfYear, FiscalWeekOfYear, _
	fiscalMonth, FiscalQuarter, FiscalQuarterName, FiscalYear, FiscalYearName) VALUES 
	(@CurrentDate, @FiscalDayOfYear, @FiscalWeekOfYear, @FiscalMonth, _
	@FiscalQuarter, @FiscalQuarterName, @FiscalYear, @FiscalYearName)

	/*SET next day*/
	SET @CurrentDate = DATEADD(dd, 1, @CurrentDate)
	SET @FiscalDayOfYear = @FiscalDayOfYear + 1
	SET @FiscalWeekOfYear = ((@FiscalDayOfYear-1) / 7) + 1


	IF (@FiscalWeekOfYear > (52+@LeapWeek))
	BEGIN
		/*Reset a new year*/
		SET @FiscalDayOfYear = 1
		SET @FiscalWeekOfYear = 1
		SET @FiscalYear = @FiscalYear + 1
		IF ( EXISTS (SELECT * FROM @leapTable WHERE @FiscalYear = leapyear))
		BEGIN
			SET @LeapWeek = 1
		END
		ELSE
		BEGIN
			SET @LeapWeek = 0
		END
	END
END

/********************************************************************************************/

/*Set first and last days of the fiscal months*/
UPDATE @tb
SET
	FiscalFirstDayOfMonth = minmax.StartDate,
	FiscalLastDayOfMonth = minmax.EndDate
FROM
@tb t,
	(
	SELECT FiscalMonth, FiscalQuarter, FiscalYear, _
	MIN(PeriodDate) AS StartDate, MAX(PeriodDate) AS EndDate
	FROM @tb
	GROUP BY FiscalMonth, FiscalQuarter, FiscalYear
	) minmax
WHERE
	t.FiscalMonth = minmax.FiscalMonth AND
	t.FiscalQuarter = minmax.FiscalQuarter AND
	t.FiscalYear = minmax.FiscalYear 

/*Set first and last days of the fiscal quarters*/

UPDATE @tb
SET
	FiscalFirstDayOfQuarter = minmax.StartDate,
	FiscalLastDayOfQuarter = minmax.EndDate
FROM
@tb t,
	(
	SELECT FiscalQuarter, FiscalYear, min(PeriodDate) _
	as StartDate, max(PeriodDate) as EndDate
	FROM @tb
	GROUP BY FiscalQuarter, FiscalYear
	) minmax
WHERE
	t.FiscalQuarter = minmax.FiscalQuarter AND
	t.FiscalYear = minmax.FiscalYear 

/*Set first and last days of the fiscal years*/

UPDATE @tb
SET
	FiscalFirstDayOfYear = minmax.StartDate,
	FiscalLastDayOfYear = minmax.EndDate
FROM
@tb t,
	(
	SELECT FiscalYear, min(PeriodDate) as StartDate, max(PeriodDate) as EndDate
	FROM @tb
	GROUP BY FiscalYear
	) minmax
WHERE
	t.FiscalYear = minmax.FiscalYear 

/*Set FiscalYearMonth*/
UPDATE @tb
SET
	FiscalMonthYear = 
		CASE FiscalMonth
		WHEN 1 THEN 'Jan'
		WHEN 2 THEN 'Feb'
		WHEN 3 THEN 'Mar'
		WHEN 4 THEN 'Apr'
		WHEN 5 THEN 'May'
		WHEN 6 THEN 'Jun'
		WHEN 7 THEN 'Jul'
		WHEN 8 THEN 'Aug'
		WHEN 9 THEN 'Sep'
		WHEN 10 THEN 'Oct'
		WHEN 11 THEN 'Nov'
		WHEN 12 THEN 'Dec'
		END + '-' + CONVERT(VARCHAR, FiscalYear)

/*Set FiscalMMYYYY*/
UPDATE @tb
SET
	FiscalMMYYYY = RIGHT('0' + CONVERT(VARCHAR, FiscalMonth),2) + CONVERT(VARCHAR, FiscalYear)

/********************************************************************************************/

UPDATE [dbo].[DimDate]
	SET
	FiscalDayOfYear = a.FiscalDayOfYear
	, FiscalWeekOfYear = a.FiscalWeekOfYear
	, FiscalMonth = a.FiscalMonth
	, FiscalQuarter = a.FiscalQuarter
	, FiscalQuarterName = a.FiscalQuarterName
	, FiscalYear = a.FiscalYear
	, FiscalYearName = a.FiscalYearName
	, FiscalMonthYear = a.FiscalMonthYear
	, FiscalMMYYYY = a.FiscalMMYYYY
	, FiscalFirstDayOfMonth = a.FiscalFirstDayOfMonth
	, FiscalLastDayOfMonth = a.FiscalLastDayOfMonth
	, FiscalFirstDayOfQuarter = a.FiscalFirstDayOfQuarter
	, FiscalLastDayOfQuarter = a.FiscalLastDayOfQuarter
	, FiscalFirstDayOfYear = a.FiscalFirstDayOfYear
	, FiscalLastDayOfYear = a.FiscalLastDayOfYear
FROM @tb a
	INNER JOIN [dbo].[DimDate] b ON a.PeriodDate = b.[Date]

/********************************************************************************************/

SELECT * FROM [dbo].[DimDate] 

Enjoy T-SQLization.

License

This article, along with any associated source code and files, is licensed under The Code Project Open License (CPOL)

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About the Author

Mubin M. Shaikh
Team Leader
India India
Microsoft® Certified Professional (Microsoft Certification ID: 8918672).

Design and Develop Business Intelligence Solutions using Microsoft BI.
(SQL Integration Services - SSIS, SQL Analysis Services - SSAS, Reporting Services - SSRS,SQL-Server,Dimension Modelling,Data Warehouse,Power Pivot, Power View, Power Map, Power query,.Net,C#,WCF)

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Comments and Discussions

 
QuestionMonth as a varchar why ??? Pin
Member 1150507828-Mar-15 21:46
memberMember 1150507828-Mar-15 21:46 
QuestionLeap Year and Day of Year for Fiscal sections Pin
Member 99111716-Mar-15 4:34
memberMember 99111716-Mar-15 4:34 
SuggestionRe: Leap Year and Day of Year for Fiscal sections Pin
Member 1160720615-Apr-15 6:21
memberMember 1160720615-Apr-15 6:21 
SuggestionAnother Option for Holidays Pin
kitjosh105014-Feb-15 2:09
memberkitjosh105014-Feb-15 2:09 
QuestionCould you please provide the MySQL Script for the same? Pin
Member 1138894629-Jan-15 5:10
memberMember 1138894629-Jan-15 5:10 
QuestionWeek of Year Pin
milenalukic6-Jan-15 3:18
membermilenalukic6-Jan-15 3:18 
BugBug with US Holidays Pin
Member 1127564630-Nov-14 15:17
memberMember 1127564630-Nov-14 15:17 
QuestionIssue with Fiscal Year [modified] Pin
Tony Dong24-Sep-14 14:39
memberTony Dong24-Sep-14 14:39 
GeneralMany thanks Pin
Patrick.MB15-Aug-14 19:09
memberPatrick.MB15-Aug-14 19:09 
GeneralMany Thanks Pin
srinivasgandhimhs13-Aug-14 4:09
membersrinivasgandhimhs13-Aug-14 4:09 
QuestionUnbelievably Useful- Thanks! Pin
Marcus.mcdowell18-Jul-14 2:11
memberMarcus.mcdowell18-Jul-14 2:11 
QuestionIssue with Fiscal year Pin
Member 1089033317-Jun-14 6:45
memberMember 1089033317-Jun-14 6:45 
QuestionTime change during a year Pin
Jorge Enrique Choy Pernia12-Jun-14 0:07
memberJorge Enrique Choy Pernia12-Jun-14 0:07 
QuestionHow/When to load the Date Dimension Pin
baersteven8-May-14 8:25
memberbaersteven8-May-14 8:25 
AnswerRe: How/When to load the Date Dimension [modified] Pin
kitjosh105023-Dec-14 8:04
memberkitjosh105023-Dec-14 8:04 
QuestionSample Date Dimension Pin
javidhkhan17-Apr-14 8:36
memberjavidhkhan17-Apr-14 8:36 
GeneralThank You! Pin
Member 1074842314-Apr-14 8:30
memberMember 1074842314-Apr-14 8:30 
BugUK Bank Holidays Pin
Dan Thompson3-Apr-14 11:35
memberDan Thompson3-Apr-14 11:35 
AnswerRe: UK Bank Holidays [modified] Pin
Dan Thompson3-Apr-14 11:48
memberDan Thompson3-Apr-14 11:48 
GeneralRe: UK Bank Holidays Pin
Mubin M. Shaikh13-Apr-14 7:54
professionalMubin M. Shaikh13-Apr-14 7:54 
BugUK Bank Holiday - Easter Pin
Dan Thompson3-Apr-14 10:59
memberDan Thompson3-Apr-14 10:59 
GeneralRe: UK Bank Holiday - Easter Pin
Dan Thompson3-Apr-14 11:05
memberDan Thompson3-Apr-14 11:05 
SuggestionRe: UK Bank Holiday - Easter Pin
Dan Thompson3-Apr-14 11:30
memberDan Thompson3-Apr-14 11:30 
GeneralMy vote of 5 Pin
John Tolar14-Mar-14 3:39
memberJohn Tolar14-Mar-14 3:39 
QuestionI want to Thai fiscal year. Pin
nottp15-Jan-14 18:12
membernottp15-Jan-14 18:12 

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