Converting periods to dates

[PAULCALLAGHAN]

I'm using CR XI and connecting to a Pervasive database.

There are transactions stored with specific dates, and there is also budget data which is stored as periods (e.g. period 01 is January, 02 is February...). The common element is the account number charged/budgeted.

I want to report actual transactions against budget for a given month, and year-to-date, for a series of account numbers.

FEB YTD
acct num bud act bud act
210-1000 1500 896 3000 2288
210-1100 700 666 1550 1333
ETC...


How do I convert the budget data to dates? Or, would it be easier to convert the actual data to periods? Either I would have to do some definitions. How do I go about this?

Any help would be appreciated.

 

[dgillz]

Paul,

If the budget data has only a period number in it an no year, try this:

Date(2006,{PeriodNo},1)

If it has both year and period, try this:

Date({Year},{PeriodNo},1)

Both of these formulas will give you a date for the first of the month for that record. If you want to display this date as 'Feb 06', just format it that way.

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