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Saving Previous YTD info for calculations of MTD

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    Saving Previous YTD info for calculations of MTD

    Hi Folks,

    Its me again with a new question, I hope and trust that I will get answers for it as always. I am using Alpha 5 v7.

    Here is the question.

    I run a report every month in this format:

    Acct:

    Description:

    MTD

    YTD


    Is there a way to store the previous months YTD info (keep it unchanged) and use it in my current MTD calculation? I am thinking of a table or ....

    The calculation for the MTD is Current YTD minus Previous YTD.

    I will take any advice. By the way, I dont have a code anything.

    Thanks in advance

    #2
    Re: Saving Previous YTD info for calculations of MTD

    It would probably be easier to design an expression for all three values you are using. What is the table structure of the table upon which the report is based? Does it include some sort of transaction amount and transaction date for each record?
    Last edited by Stan Mathews; 03-28-2007, 02:56 PM.
    There can be only one.

    Comment


      #3
      Re: Saving Previous YTD info for calculations of MTD

      Does it include some sort of transaction amount and transaction date for each record?

      Yes and no, some of the records will not have any date on the datefield until the record appears as being paid. A datefield is inserted only when its paid. The YTD does not care about that at all, its only calculating based on all the records in the database. Thats why I want the previous YTD not to change.

      Thanks
      Last edited by kdankwah; 03-28-2007, 03:12 PM.

      Comment


        #4
        Re: Saving Previous YTD info for calculations of MTD

        Originally posted by kdankwah View Post
        Does it include some sort of transaction amount and transaction date for each record?

        Yes and no, some of the records will not have any date on the datefield until the record appears as being paid. A datefield is inserted only when its paid. The YTD does not care about that at all, its only calculating based on all the records in the database. Thats why I want the previous YTD not to change.

        Thanks
        If you have a record with a blank datefield, how do you know it is not an unpaid amount from a prior year? What will happen on January 1 of next year to the ytd?
        There can be only one.

        Comment


          #5
          Re: Saving Previous YTD info for calculations of MTD

          We enter the date every month as part of our reconciliation. If its not paid in the current year, it goes to the next year.

          Thanks.

          Comment


            #6
            Re: Saving Previous YTD info for calculations of MTD

            The calculation for the MTD is Current YTD minus Previous YTD
            This approach sounds like a Chicken/egg scenario. To calculate the YTD, you need to calculate the previous MTD and to calculate the previous MTD, you need to calculate the previous YTD, and to calculate the previous YTD....... well, you get the idea!

            I'd use a simple calculation for MTD, which is also the same for YTD:
            January=tablesum("table_name","between(date,{01/01/2007},{0/31/2007}")
            Feb=...........
            and so on
            Ytd=tablesum("table_name","between(date,{01/01/2007},date()")

            Of course, you could make these dates more dynamic instead of hard-coded.

            Comment

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