Hi All,

This topic has been discussed a lot of times, but I would like someone to help me with a logic for getting the FISCAL Year. I would like to accomplish this in InfoAssist+.

Thank you in Advance for your help.

My requirement is the Federal Fiscal Year.

The federal fiscal year (FFY) is Oct-Sep

NB

This message has been edited. Last edited by: FP Mod Chuck,

Newbee...WF8

In my opinion the best way to accomplish this is to DEFINE this field in the master file description and then InfoAssist+ will just see it as another field choice.

quote:

Originally posted by FP Mod Chuck:
Newbee...WF8

In my opinion the best way to accomplish this is to DEFINE this field in the master file description and then InfoAssist+ will just see it as another field choice.

Thank you FP Mod Chuck. Can you also please suggest me the logic for achieving this.

Thank you in Advance

Do you need this example just for the year portion or the entire date field including month and day?

quote:

Originally posted by FP Mod Chuck:
Do you need this example just for the year portion or the entire date field including month and day?

FP Mod Chuck: It would be nice to for the entire date field including month and day.

quote:

Originally posted by NewBee...WF8:

quote:

Originally posted by FP Mod Chuck:
Do you need this example just for the year portion or the entire date field including month and day?

FP Mod Chuck: It would be nice to for the entire date field including month and day.

Thank you in Advance.

If you've already separated the date components in the master file you'll only need one define. If you haven't, then you'll have to create two defined fields that'll give you the Year and the Month of the date in question. Then figure out the Fiscal Year based on your specific months. Here's an example I created in InfoAssist. Ideally you ought to put all of these defines in your master file so they're always available.

  
DEFINE FILE ORDERS
ORD_M/M=ORDERS.ORDERS.ORDERDATE ;
ORD_Y/YY=ORDERS.ORDERS.ORDERDATE ;
FY/I4=IF ORD_M GE 10 THEN ORD_Y +1 ELSE ORD_Y;
END

Because I have to do a lot of reporting by Federal Fiscal Year and State Fiscal Year (July-June), I have a DEFINE FUNCTION that takes an alpha date field and returns the appropriate Fiscal Year. The reason I use an alpha date is so that I can use this function in Dialogue Manager, TABLE/GRAPH and MODIFY.

DEFINE FUNCTION GETFY(INDATE/A8YYMD,YRTYP/A1)
-*
-*  For YRTYP S, get SFY for INDATE (Default)
-*  For YRTYP F, get FFY for INDATE
-*
  INDATE1/YYMD=INDATE;
  INMTH/M=INDATE1;
  INYEAR/YY=INDATE1;
  YRTYP=IF NOT YRTYP IN ('F','S') THEN 'S';
  GETFY/I4=
    IF YRTYP EQ 'F' AND INMTH LT 10 OR YRTYP EQ 'S' AND INMTH LT 7
      THEN INYEAR ELSE INYEAR+1;
END
-RUN

I store this in baseapp and it is -INCLUDE'd in the edasprof but you can put it anywhere WebFOCUS will find it.

To use it, do the following:

-INCLUDE GETFY
TABLE FILE GGORDER
PRINT ORDER_DATE
      COMPUTE ADATE/A8YYMD=DATECVT(ORDER_DATE,'MDY','A8YYMD');
      COMPUTE ORDER_FY/I4=GETFY(ADATE,'F');
   BY ORDER_NUMBER
END

Thank you all for your responses. Appreciate all your inputs.

When you create your synonym (master file) you can select to also decompose the date fields.
The different component will then be available.

DECOMPOSE-DATE     =    OFF or ON  

   Default:     OFF 
  "ON" will decompose Date fields and date portion of Date-Time fields into Year, Quarter, Month, Day components.  
DATEFMT     =    Year, Month, Day or Month, Year, Day or Day, Month, Year  
  Default:     Adapter specific 
  Controls mapping of the date format into Master File as YYMD, MDYY and DMYY.  

This option can be found under "Customize data type mappings" when creating a Synonym.

quote:

Originally posted by MartinY:
When you create your synonym (master file) you can select to also decompose the date fields.
The different component will then be available.

DECOMPOSE-DATE     =    OFF or ON  

   Default:     OFF 
  "ON" will decompose Date fields and date portion of Date-Time fields into Year, Quarter, Month, Day components.  
DATEFMT     =    Year, Month, Day or Month, Year, Day or Day, Month, Year  
  Default:     Adapter specific 
  Controls mapping of the date format into Master File as YYMD, MDYY and DMYY.  

This option can be found under "Customize data type mappings" when creating a Synonym.

Thank you so so much MartinY...I shall try your suggestion and reply back.