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Not applicable

How to start a monthly chart not in January

Hello, and thanks in advance for your support.

My company has a tax year from July to June, so I need that any monthly chart will start in July or if the chart is in weeks,  in the week 27.  How to organize this?.

Best Regards

2 Replies
Henric_Cronström
Not applicable

Re: How to start a monthly chart not in January

You can do this by defining a master calendar table already in the script. In the following scriptlet you will find one way to define your fiscal year:

Let vStartOfFiscalYear = 7 ; // July (7) is the first month of the fiscal year

Load distinct
TransactionDate,
Month(TransactionDate) as Month,
Year(TransactionDate) as Year,
Date(MonthStart(TransactionDate),'MM/YYYY') as YearMonth,
Dual(Month(TransactionDate), Mod((Month(TransactionDate)-$(vStartOfFiscalYear)),12)+1) as TaxMonth,
Year(AddMonths(TransactionDate,1-$(vStartOfFiscalYear))) & '/' & Year(AddMonths(TransactionDate,13-$(vStartOfFiscalYear))) as TaxYear
;
Load Date(MakeDate(2011)-1+recno()) as TransactionDate
autogenerate 732;

You will need to have a similar load statement, but you should probably consider loading everything from the transaction table:

Load distinct
TransactionDate,

resident TransactionTable;

dennisnet
Not applicable

How to start a monthly chart not in January

Here is another way:

Add this to your calender script:

JOIN (Master_Calendar)

Load

Week,

If(Week < 27, Week +26 , Week -26)  as WeekCount

Resident Master_Calendar;

Now you have a field (WeekCount) which start counting at week 27
If you sort on Expression SUM(WeekCount) it get the result you want.

Good Luck,

PS If you dont have a Week field add the following line to your script:

week(DateField)                                                                                 AS Week,