Financial Year date functions

[Danster]

Gday all,
Using CR8.5. I love the inbuilt report functions YearToDate, LastYearYTD but they work on calendar year.

Is there a simple way to get the same functionality for financial years? 1 July thru to 30 June.

cheers

Danster

 

[Danster]

and further, if I use Calendar1stHalf and Calendar2ndHalf functions, can I get a function to say LastYearCalendar1stHalf, LastYearCalendar2ndHalf?

I basically need to compare financial years and specifically for this report comparing FY 2002-2003 and 2003-2004.

My report will display almost exactly as the Crystal Help file examples show for these date functions i.e
IF {Orders.DateField} IN Calendar1stHalf THEN
{Orders.Amount}
ELSE
0

cheers

Danster

 

[lbass]

It would be simpler to create formulas like the following than it would be to modify the built-in functions:

//{@firsthalfcurrFY}:
if {table.date} in date({?year}-1, 07, 01) to date({?year}-1, 12,31) then {table.amount}

//{@secondhalfcurrFY}:
if {table.date} in date({?year}, 01, 01) to date({?year}, 06,30) then {table.amount}

//{@firsthalfprevFY}:
if {table.date} in date({?year}-2, 07, 01) to date({?year}-2, 12,31) then {table.amount}

//{@secondhalfprevFY}:
if {table.date} in date({?year}-1, 01, 01) to date({?year}-1, 06,30) then {table.amount}

...where {?year} is the ending year of the current fiscal year.

-LB

 

[paulmarr]

Danster,

You are also plagued with a financial year that is not the standard in North America.

You can create your own custom groups:

Create this formula:

if Month({Orders.DateField}) in [1,2,3,4,5,6] then
"Calendar 2nd Half"
else
"Calendar 1st Half"

then group on this formula - in your record selection just specify the Year(s) you wish to show.

I hope this helps

Cheers,

paulmarr

 

[Danster]

lbass,
We must be on the same wavelength...I did that exact thing to get what I was after after I posted my question. I just didn't think about it long enough & posted in haste!

In fact, I wanted to put in a reply to tell people that I've worked it out.

cheers