ABOUT YEARTODATE

[raghu55]

hello all,

I am using crystalreports9 and oracle 10g.
I am little confused with ytd/latyearytd.
Below iam giveing all the details,please look on that

report run for monthly.

parameters: start date, end date
groupby: doe_id
sortby: tot_amt_ytd
database field is: di_amt.

reportcolumns: selection/derivation
1)tot_amt_ytd select if loan_type in
(sf,su) for current year
ytd ending on to date.


2)tot_amt_org select if loan_type in
(sf,su)for previous month.


i have a formula fields like:
1)from date:
if {?start-date} = date(1900,01,01) then

minimum(LastFullMonth)
else
{?start-date}

2)to date:
if (?end date) = date(1900,01,31) then
maximum(LastFullMonth)
else
(?enddate}

3)select by range:
if {?start-date} = date(1900,01,01) then
{TABLE.DATE} in LastFullMonth
else
{table date} in {?start-date} to {?end-date}

my question is when i run the report using default parameters it should give tot_ytd_amt from starting of the year to enddate.

ex: if i run the report today it should give tot_ytd_amt from jan 1 2006 to mar 31 2006.

if i run the report, jan 2 2006 it should give last year tot_ytd_amt i.e(jan 1 2005 to dec 31 2005).


for second field tot_amt_org
it should give amt for lastfull month.
i.e only for (mar 1 2006 to mar 31 2006)

when i run the report jan 2 2006
it should give tot_amt for the month (dec 1 2005 to dec 31 2005).

help requested...

 

[synapsevampire]

Where are these formulas? They don't seem correct to me.

Anyway, if you just post what yo want the default to return, this will be simpler.

If you run a report using yeartodate on Jan 2, 06, you'll get Jan 1 and 2.

Then you use lastfullmonth and state that you expect the year to date??? You should be using yeartodate if that's the case, your post is somewhat confusing.

-k

 

[Madawc]

Crystal will give you whole years, e.g. Year(currentdate) or Year({TABLE.DATE}). Also check what you can do with Month and DatePart.

Madawc Williams (East Anglia, UK). Using Windows XP & Crystal 10

 

[raghu55]

if {?start-date}=date(1900,01,01) then

(if month(currentdate)<>1 then
{LOAN.GUARANTEE_DATE} >= minimum(yeartodate)
and
{LOAN.GUARANTEE_DATE} <= maximum(lastfullmonth)
else
{LOAN.GUARANTEE_DATE} in dateserial(year(currentdate)-1,1,1) to
dateserial(year(currentdate)-1,12,31)
and {LOAN.GUARANTEE_DATE} <= maximum(lastfullmonth))

else (if {LOAN.GUARANTEE_DATE}in{?start-date} to{?end-date} then

if month(currentdate)<>1 then
{LOAN.GUARANTEE_DATE} >= minimum(yeartodate)
and
{LOAN.GUARANTEE_DATE} <= {?end-date}
else
{LOAN.GUARANTEE_DATE} in dateserial(year(currentdate)-1,1,1) to
dateserial(year(currentdate)-1,12,31)
and
{LOAN.GUARANTEE_DATE} <={?end-date})

please explain in clearly about this formula.

thank you.

 

[Madawc]

I suggest you split the formula into a number of boolians, tests without an 'if' that will return True or False. Use them on a test report and see what's working. See if it will work better by getting the year-value directly.

Madawc Williams (East Anglia, UK). Using Windows XP & Crystal 10