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How do you separate Year 2009 from Year 2010

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    #1

    How do you separate Year 2009 from Year 2010

    My report is picking up transactions by month using the code
    YearNbr = year(txndate)
    MonthNbr = month(txndate)
    Mon01 = if(calc->monthNbr=1,expenselineamount,0)
    etc

    The report for January 2010 is now picking up amounts for January 2009 and January 2010 in the same column as a calculated field per the above. How do I separate the transactions with one column for January 2009 and a separate column for January 2010. Any help with how to define the year is appreciated
    Tags: None
    #2
    Re: How do you separate Year 2009 from Year 2010

    David,
    What is your report based upon....what table or report? How are the dates being brought over to QRB---that is a DateFrom / DateTo, Quarter, Fiscal year.....?

    And I take it that both
    Code:
    YearNbr = year(txndate)
MonthNbr = month(txndate)
    are calculated fields and not simply variables...
    Mike
    __________________________________________
    It is only when we forget all our learning that we begin to know.
    It's not what you look at that matters, it's what you see.
    Henry David Thoreau
    __________________________________________



    Comment

      #3
      Re: How do you separate Year 2009 from Year 2010

      Mike
      The report is based on two tables, BILLEXPENSELINE as the parent, and ACCOUNT table. There is no filter on the dates brought over, its all the data in the BILLEXPENSELINE table. Each field is defined in the Report Editor as follows
      Account number � Field in the ACCOUNT table
      Account Name� Field in the ACCOUNT table
      DESC� Field in the ACCOUNT table
      TXNDATE � Field in the BILLEXPENSELINE table
      CLASS - Field in the BILLEXPENSELINE table
      JANUARY � Calculated field using the code as shown above.
      FEBRUARY � Calculated field using MonthNbr2
      MARCH - etc
      What we do then is export the report into excel and have another QRB report that uses the excel worksheet as a table where we have added budget and forecast amounts for each month. The tax year is from July09 to June10. In Australia Tax Year and Fiscal year is the same thing ( I think !). I am not sure why the table picks up P&L data in Quickbooks prior to July 09 but it does.
      Hope this explains it better
      David

      Comment

        #4
        Re: How do you separate Year 2009 from Year 2010

        David,

        Code:
        YearNbr = year(txndate)
MonthNbr = month(txndate)
Mon01 = if(calc->monthNbr=1,expenselineamount,0)
        One way would be to have a dialog box come up with your date choices and from these have a variable set for the year of the ending date. Then your calc field would be...having say a variable called v_year (set to 2010 currently)
        Code:
        Mon01 = if(calc->monthNbr=1 [COLOR=Red].AND. year(txndate)=var->v_year[/COLOR],expenselineamount,0)
        One way and could be others as well dependent upon your scenario.
        Mike
        __________________________________________
        It is only when we forget all our learning that we begin to know.
        It's not what you look at that matters, it's what you see.
        Henry David Thoreau
        __________________________________________



        Comment

          #5
          Re: How do you separate Year 2009 from Year 2010

          David

          If you use the calculation that you have for month and year, use the year to group by and put the month1 -12 as columns in that group.

          Then you will get a single line of 12 months for each year that is in the data.
          Al Buchholz
          Bookwood Systems, LTD
          Weekly QReportBuilder Webinars Thursday 1 pm CST

          Occam's Razor - KISS
          Normalize till it hurts - De-normalize till it works.
          Advice offered and questions asked in the spirit of learning how to fish is better than someone giving you a fish.
          When we triage a problem it is much easier to read sample systems than to read a mind.
          "Make it as simple as possible, but not simpler."
          Albert Einstein

          http://www.iadn.com/images/media/iadn_member.png

          Comment

            #6
            Re: How do you separate Year 2009 from Year 2010

            If both full years of data is wanted, then use what Al stated.

            But if only wanting July through December for the beginning year....and then January through June for the next year, each 6 month group could use what I stated to differentiate the two years....

            Guess it all depends on what is needed! Or what makes sense to you as each can actually do the same thing. :)
            Mike
            __________________________________________
            It is only when we forget all our learning that we begin to know.
            It's not what you look at that matters, it's what you see.
            Henry David Thoreau
            __________________________________________



            Comment

              #7
              Re: How do you separate Year 2009 from Year 2010

              Thanks guys - the .and. works a treat - David

              Comment

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