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YTD Totals

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    #16
    RE: YTD Totals

    Martin,

    I believe the problem is that Keith is looking for the ending date to come from the date value of the record selected from the embedded browse.

    Gabe,

    I do not think your reports are what Keith is looking for either.

    I believe I understand what Keith is looking for but I have yet been able to find the correct expression to achieve those results. Perhaps I can explain it so that one of you can find the proper expression for him.

    Basically, I believe what they are trying to do is to be able to select any pay week listed in the embedded browse, show the detail pay (gross, tax, net) for the specific week selected .... AND show the YTD totals for that week.

    If we select week 2/28/2005, the weeks detail shows correctly with the report design the way it is now. The ytd totals need to be the total of that date 2/28 and all dates prior up to the beginning of the year 01/01/2005.

    If we 'show' the date selected and all others prior to that date we could use a running total or even a total for the fields. But the end user only wants to see the detail of the specific date.

    I was thinking that it would probably be easier to add ytd fields into the payslips table as calculated fields, but I have not been able to get an accurate expression that will total from the current records date backwards to the 1st of the year.

    Hopefully one of you more experienced with xbasic .... and date field additions can come up with the right expression.

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

    Comment

      #17
      RE: YTD Totals

      Gabe,

      Thank you for your effort, unfortunately this is not what I was looking for.

      I do not know how the Tax system works in the USA but in the UK the avarage worker pays their Tax on what we call Pay As You Earn. This means some Tax is taken from your wages each pay day. It is important to show on the payslip how much has been deducted from this pay period but also to show the Total amount deducted to date.

      I like the idea of between as this gives a starting and end point to calaculate within. It should be posible to reprint an employees wage slip for any period and therefore show all the additions and deductions totaled to that date.

      In my example I have shown the YTD totals on the form, I would like to show the same Totals on a Report, with only the values for the last period.

      I hope that explains it a little better, I do appreciate your help.

      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

        #18
        RE: YTD Totals

        OK Cheryl, here you have it: point to any row, then click: "Cheryl Report", Vola! I could further simplify it, I just want to make sure that's what you want.
        You mentioned a week, but Keith states a month on the form: I did it for the month, if you want a week, I cuold modify it!
        Gabe

        Comment

          #19
          RE: YTD Totals

          Keith:
          I think we are getting caught up on definitions:
          YTD, invariablly means all amounts paid up to today's date. If it's figured based on a Calendar year, then YTD would be from 1/1/2005 to today's date. If configured based on a fiscal year, that would be from the date from the first date of the fiscal year up to today's date.
          The two reports I generated for you, do exactly that.
          Evidentlly what you want is a bit different: you want to go one year back from from the pay date. The file I zipped "Cheryl" does exactly that.
          I do not know what else could you possibly mean by YTD or what other flavors you wish? Anything is doable, if I know what exactly you want.
          Gabe

          Comment

            #20
            RE: YTD Totals

            Gabe,

            You are still showing all the data from the date selected to prior. We want to only show the detail for the date selected with the ytd total as of that date ... without showing all the detail from the prior dates.

            This is a pay stub. A pay stub shows current wages detail with ytd totals as of that date. Your reports are giving all details which is not what we need.

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

            Comment

              #21
              RE: YTD Totals

              Gabe,

              We are looking for the current ytd totals. The problem with your reports is that you are showing ALL the details from the date selected and prior. We do NOT want the details for all the dates, just the ytd totals. The detail in the report needs to be for the pay date selected ONLY as that is the pay stub.

              Does that help clarify?

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

              Comment

                #22
                RE: YTD Totals

                No Problem, I thought I'd give you more, if you want less, Here you go!
                Gabe

                Comment

                  #23
                  RE: YTD Totals

                  Look up PickyPicky !!!
                  Gabe

                  Comment

                    #24
                    RE: YTD Totals

                    Gabe,

                    You are getting closer. The start date does need to be the first of the current calendar year, in this particular case it would be 1/1/2005 but should not hard code that as there may be multiple years stored in the table.

                    I want more than what you are showing this time. I still need to see the 'current selected date' details.

                    Say I select the 2/28/2005 row in the embedded browse. I want to see the gross, tax ded, and net pay for that specific date in the detail ... with the ytd totals for gross, tax ded, and net from 1/1-2/28.

                    Does that help?

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

                    Comment

                      #25
                      RE: YTD Totals

                      Now, How picky are you gonna be! You are killing me. Here it is.
                      Gabe

                      Comment

                        #26
                        RE: YTD Totals

                        I want Ice tea, sorry let me change that to Pepsi.... I tell you what I'll take the ice tea...sounds familliar?
                        Here is your Ice tea Madam.
                        Gabe

                        Comment

                          #27
                          RE: YTD Totals

                          Gabe,

                          This one does not look any different than the last one?

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

                          Comment

                            #28
                            RE: YTD Totals

                            Gabe,

                            I appreciate your efforts in trying to assist with this issue. But if you read the posts clearly, I have not changed what I have been asking for. I have said the same thing every time.

                            This is a PAY STUB. A pay stub shows the detail for the current pay date, with YTD totals for the current calendar year.

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

                            Comment

                              #29
                              RE: YTD Totals

                              Just kiddin Cheryl !! relax.
                              Is that what you want after all?
                              Gabe

                              Comment

                                #30
                                RE: YTD Totals

                                Gabe,

                                You are now showing 'all' the pay period details again. I only want to see the details for the pay date selected in the row. You are also showing the ytd totals beginning from 1/1/2004 which should be 1/1/2005 if I select a 2005 pay period and 2004 if I select a 2004 pay period.

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

                                Comment

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