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PJsFort
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Quote PJsFort Replybullet Topic: Calculating on a Fiscal year
    Posted: 04 Sep 2009 at 9:52am
Help...need direction.  I need to produce a report that will calculate quarterly activity based on a fiscal or hire date year.  This is a Annual Scorecard report based on start date.     Using CR11.
My current report calculating the quarters by using the group options per quarter.   I need a way to calculate or define the quarter based on the start date.  Or remove the group options and come up with a formula that will calculate 3 months at a time to provide quarterly totals.
 
Is there a way to define the quarterly group option or a better way to get a quarterly sum based on the parameter of the report date.    I don't know if this is possible or how to do it.   Hope this makes sense.   If you need more information please let me know.
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DBlank
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Quote DBlank Replybullet Posted: 04 Sep 2009 at 11:00am

Can you give an example exactly of what you want to do?

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PJsFort
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Quote PJsFort Replybullet Posted: 04 Sep 2009 at 12:05pm
Hi D,
Example:
 
Date perimeters are 11/1/09-10/31/09.
 
Nov, Dec, Jan - 1st Qtr of their ratings year. 
Feb, Mar, Apr - 2nd Qtr. 
so on....
 
I need to add up hours worked per ratings year.
 
Each Employee will have a different start date.
 
The formula will need to calculate every 3 months (quarterly).
 
When I use the group Options on the date and then select per quarter, it takes a standard year, not a year to date. 
 
I was trying to figure out how the Fiscal year formula works? 
 
I hope this helps?
PJ
 
 
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Quote DBlank Replybullet Posted: 04 Sep 2009 at 1:33pm
So youa re grouping on employee first and then "quarter" after that?
 
I think you could group on a formula field that would make a standardized "floating quarter" from the hire date.
I still am not sure exactly how you are calculating that so this is a stab but I hope it helps you think it through...something like...
if table.date in hiredate to dateadd("m",3,hiredate) then "Q1" else
if table.date in dateadd("m",3,hiredate) to dateadd("m",6,hiredate) then "Q2" else ...
Does this make sense?
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Quote PJsFort Replybullet Posted: 04 Sep 2009 at 2:46pm
I think that is exactly what I was looking for.  I will try shortly and let you know. 
Thanks.
Pj
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