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YTD Totals

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    YTD Totals

    Hi All,

    I have been asked to help another Alpha user who is stuck on getting Total Year to Date vales on a Payslip. Many attemps have been made at this but the problem has not been solved. I have attached file with just 2 employees.

    On form select row and press print, this will print Payslip for Date selected. The Year to Date values should increase as each younger date is selected.

    Lets see if we can come up with a solution.

    RegardsKeith HubertGuild MemberLondon.KHDB Management Systems
    Regards
    Keith Hubert
    Alpha Guild Member
    London.
    KHDB Management Systems
    Skype = keith.hubert


    For your day-to-day Needs, you Need an Alpha Database!

    #2
    RE: YTD Totals

    Keith, check out the form calc fields I made - you could use the same ones on the report.
    Cole Custom Programming - Terrell, Texas
    972 524 8714
    [email protected]

    ____________________
    "A young man who is not liberal has no heart, but an old man who is not conservative has no mind." GB Shaw

    Comment


      #3
      RE: YTD Totals

      PS: I hardcoded the dates - you would need to put in variables for the date - the 1st day of the year and the last day of the year - to make it permanent.
      Cole Custom Programming - Terrell, Texas
      972 524 8714
      [email protected]

      ____________________
      "A young man who is not liberal has no heart, but an old man who is not conservative has no mind." GB Shaw

      Comment


        #4
        RE: YTD Totals

        Martin,

        Your approach uses the Between() function to establish the date range being totalled for a given employee. This is good general solution since it would take into account both fiscal years and calendar years... in fact, any given date range (quarterly, semi-annually, etc.).

        Keith will need to talk to the "client" about how they want to handle payperiods that straddle a boundary. For example, if the payperiod is weekly, and the week begins in 2004 but ends in 2005.... how is the YTD figure to be computed?

        -- t

        Comment


          #5
          RE: YTD Totals

          excellent point!

          although I suspect, in this simple scenarion, that the date you were paid would be the deciding factor. otherwise, they would have to put that portion of the payperiod for year1 as one date and the balance for year2 as the rest.

          I suspect in a larger shop it would be calculated differently - from a time card for hourly, and for a percentage calculation for salaried.
          Cole Custom Programming - Terrell, Texas
          972 524 8714
          [email protected]

          ____________________
          "A young man who is not liberal has no heart, but an old man who is not conservative has no mind." GB Shaw

          Comment


            #6
            RE: YTD Totals

            Martin,

            Thank you for your help.

            Unfortunately, the three calculated fields you have put on the form do not have any values (please see attachment) and the YTD values for the Payslip report are now Zero.

            The pay period in this example is from the begining of the table.

            As I have shown the GRP totals on the form selecting the last date should show the same YTD totals on the Payslip.

            RegardsKeith HubertGuild MemberLondon.KHDB Management Systems
            Regards
            Keith Hubert
            Alpha Guild Member
            London.
            KHDB Management Systems
            Skype = keith.hubert


            For your day-to-day Needs, you Need an Alpha Database!

            Comment


              #7
              RE: YTD Totals

              here is an image that works perfectly on my computer - did you run this from the zip I sent back? may have something to do with US/European dates

              if you are calcualting year to date, it can only include amounts from "this year" - thats why i put amounts from other years - to demo the ytd amounts.
              Cole Custom Programming - Terrell, Texas
              972 524 8714
              [email protected]

              ____________________
              "A young man who is not liberal has no heart, but an old man who is not conservative has no mind." GB Shaw

              Comment


                #8
                RE: YTD Totals

                Martin,

                It was that old date problem again. I changed the dates in the calculated field to 31/12/2005 and that cured that problem.

                OK I have created a v_date1 as Date how use that in the calc field between (Payslip_Date,{01/01/2005},v_date1)?

                RegardsKeith HubertGuild MemberLondon.KHDB Management Systems
                Regards
                Keith Hubert
                Alpha Guild Member
                London.
                KHDB Management Systems
                Skype = keith.hubert


                For your day-to-day Needs, you Need an Alpha Database!

                Comment


                  #9
                  RE: YTD Totals

                  Please excuse bad grammar in post above.

                  I have tried to copy the calc fields into report but that gives error message " invalid expression".

                  Please advise.

                  RegardsKeith HubertGuild MemberLondon.KHDB Management Systems
                  Regards
                  Keith Hubert
                  Alpha Guild Member
                  London.
                  KHDB Management Systems
                  Skype = keith.hubert


                  For your day-to-day Needs, you Need an Alpha Database!

                  Comment


                    #10
                    RE: YTD Totals

                    Keith,

                    How are you calculating the value of v_date1? Are you doing this on the form or the report?

                    Cheryl
                    Cheryl
                    #1 Designs By Pagecrazy
                    http://pagecrazy.com/

                    Comment


                      #11
                      RE: YTD Totals

                      Hi Cheryl,

                      v_date1 is variable on the form. The value is being set from the browse OnRowChange event.

                      RegardsKeith HubertGuild MemberLondon.KHDB Management Systems
                      Regards
                      Keith Hubert
                      Alpha Guild Member
                      London.
                      KHDB Management Systems
                      Skype = keith.hubert


                      For your day-to-day Needs, you Need an Alpha Database!

                      Comment


                        #12
                        RE: YTD Totals

                        Keith,

                        I finally got an expression that was valid on the report, but it does not work :(

                        tablesum("payslips","payslips-"Emp_Code="+quote("payslips-"Emp_Code.value")+" .and. between(payslips-"Payslip_Date,{01/01/2005},var-"v_date1)","payslips-"Gross_Pay")

                        Maybe somebody else can figure this one out?

                        Good luck
                        Cheryl
                        Cheryl
                        #1 Designs By Pagecrazy
                        http://pagecrazy.com/

                        Comment


                          #13
                          RE: YTD Totals

                          There are filter expression examples in two easy to find places:

                          1) the catalog accompanying "Mysteries of query Syntax" at www.learn alpha.com

                          2) the discussion on Tablecount() in the Alpha Five Help file.

                          No reason for anyone to struggle with filter expressions again. Just print out the reference material and adapt to the current application.

                          -- tom

                          Comment


                            #14
                            RE: YTD Totals

                            Keith:
                            Is this what you want?
                            Gabe

                            Comment


                              #15
                              RE: YTD Totals

                              Keith - change the calculated fields to the following (adjust for your own date format, of course)

                              tnp = tablesum("payslips","Emp_Code=" + quote(Emp_Code.value) + " .and. between(Payslip_Date, var-"bd, var-"ed)", "Net_Pay")

                              in autoexec (or the form's oninit event) put

                              dim global bd as d = ctod("01/01/" + str(year(date())))
                              dim global ed as d = ctod("12/31/" + str(year(date())))
                              Cole Custom Programming - Terrell, Texas
                              972 524 8714
                              [email protected]

                              ____________________
                              "A young man who is not liberal has no heart, but an old man who is not conservative has no mind." GB Shaw

                              Comment

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