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Focal Point    Focal Point Forums  Hop To Forum Categories  WebFOCUS/FOCUS Forum on Focal Point     Creating A Financial Spreadsheet

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Creating A Financial Spreadsheet
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Vickie
Silver Member
posted
I need to create a financial spreadsheet in WebFOCUS that will display four fiscal year ends worth of income statement and balance sheet data. Also included in this report is a display of each of the four calendar quarters going back 4 years (3 mos data).

I believe I need to use looping code in order to select the last four years worth of data (which would change from one company to another). The only information requested when executing this program would be a company name.

Is there something available that I may use for reference while coding this project? Or does anyone have any experience in financial spreadsheet coding and could share some basic coding that would help me get a start on this? I imagine this report will take quite a bit of code.

I checked through the posts, going back several months and found nothing that fits my problem.

Thanks, vickie
 
Posts: 37 | Location: Springfield, MA | Registered: December 03, 2004Report This Post
susannah
Expert
posted Hide Post
probably because we can't see where you're getting stuck. Are you having an excel problem, or is it just straight focus code you're stuck on?
-DEFAULT &COMPANY = 'MYCOMPANY';
TABLE FILE whatever
SUM somevariable
ACROSS YEAR ACROSS QUARTER
would seem to be the simplest layout approach.
where your fex has a filter to limit years
WHERE YEAR FROM 2001 TO 2004
or whatever
WHERE COMPANY IS &COMPANY
 
Posts: 3811 | Location: Manhattan | Registered: October 28, 2003Report This Post
Vickie
Silver Member
posted Hide Post
Thanks for responding, Susannah.

Just straight FOCUS code is my problem, finding the best way to approach coding this report.

I won't be using any hardcoded filters, since many people will be using this report for a particular company they wish to spread. FYEs will vary, but the constant is the number of periods to be reported. This program will reside on a Self Service App, available for anyone to use.

The database I'm going against uses start and stop dates to identify data. This is new to me and I'm sure these dates will effect my output.

Figured I'd get the financial data in and then go on from there.

vickie
 
Posts: 37 | Location: Springfield, MA | Registered: December 03, 2004Report This Post
susannah
Expert
posted Hide Post
your filter is dynamicly set by your launch page.
Your launch page, whereever it is, needs to provide the COMPANY choices, and if you name the variable &COMPANY
then your filter
IF COMPANY IS &COMPANY
will pull data for the correct company.
 
Posts: 3811 | Location: Manhattan | Registered: October 28, 2003Report This Post
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