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bucky7199
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Quote bucky7199 Replybullet Topic: Formula to Retrieve Last Year Info
     Posted: 20 Mar 2008 at 1:44pm
I am writing a comparative financial statement comparing this year to last year this month to last years month. I need to write a formula that will pull this month for last year's data. The table/fields in my database are:
 
GLPerBal.FiscalPeriod = data is an integer, ie 1 = Jan, 2 = Feb etc
GLPerBal.FiscalYear = data is also an integer, 2,007 = 2007 etc
 
I have 2 parameters set up, {? Month}, {? Year}, to select the month and year.
 
This is the best I can come up with so far, and it doesn't work:
 
if {GLPerBal.FiscalYear} = ({? Year}-1)
    and {GLPerBal.FiscalPeriod} = {? Month} then
{GLPerBal.CreditAmt} + {GLPerBal.DebitAmt}
 
I know this is a little complicated, but there are alot of experienced users on this site. Any help would be appreciated.
 
Thanks.
Dan S.
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bucky7199
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Quote bucky7199 Replybullet Posted: 21 Mar 2008 at 1:27pm
I actually answered my own question. Thought I would post it, in case someone else out there has the same problem. This is how I changed my formula:
 
// works BALANCE YEARTODATE LAST YEAR
if {GLPerBal.FiscalYear} = year({?End Date Year}) - 1 then
  if {GLPerBal.FiscalPeriod} <= month({?End Date Year}) then
     {GLPerBal.CreditAmt} + {GLPerBal.DebitAmt}
Dan S.
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