Record Selection YTD in Jan I want last Year's data 2

[JC442]

This is a classic problem in monthly reporting. I want the report to select records Year to Last Month when it is run in February through December. In January, I want to report the prior full year.

I'm sure there is an elegant solution.

 

[dgillz]

If Month(CurrentDate)=1 then {YourDateField} in Date(2004,1,1) to Date(2004,1231)

else

{YourDateField} in date(2005,1,1) to Date(2005,12,31)

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[Naith]

Or to skip hardcoding:

If Month(CurrentDate) = 1
Then Year({YourDate}) = Year(CurrentDate)-1
and {YourDate} in YearToDate
Else 
{YourDate} in YearToDate

Naith

 

[Naith]

Sorry, I thought you wanted data up to the current date.

For data a month in arrears, you'll have to amend the above formula to:

If Month(CurrentDate) = 1
Then Year({YourDate}) = Year(CurrentDate)-1
Else 
{YourDate} in Date(Year(CurrentDate),1,1) to (CurrentDate - Day(CurrentDate))

Naith

 

[JC442]

Many Thanks to you both.

It may be my own vanity, but I'm hoping these reports will run for many years to come. I'm going to skip the hard coding.

Very Best Regards,
Jim

 

[kskid]

I use the following for my YTD record selection.

{table.date} in dateserial(year(minimum(lastfullmonth)),1,1) to maximum(lastfullmonth)

-LW

 

[JC442]

KSKID,
That's pretty slick! Thanks