Technical Questions: Calculating on a Fiscal year

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Calculating on a Fiscal year

Printed From: Crystal Reports Book
Category: Crystal Reports 9 through 2020
Forum Name: Technical Questions
Forum Discription: Formulas, charting data, Crystal syntax, etc.
URL: http://www.crystalreportsbook.com/forum/forum_posts.asp?TID=7598
Printed Date: 18 Apr 2024 at 4:33pm

Topic: Calculating on a Fiscal year

Posted By: PJsFort
Subject: Calculating on a Fiscal year
Date 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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PJs Fortress

Replies:

Posted By: DBlank
Date Posted: 04 Sep 2009 at 11:00am

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

Posted By: PJsFort
Date 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?

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PJs Fortress

Posted By: DBlank
Date 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?

Posted By: PJsFort
Date 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.

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PJs Fortress

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