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Help adding information to Rolling 12 data

We have data that we download that is already in Rolling 12 form - from a system with a code-base of 1977

  1. In the data we get a Beginning Balance with date and Ending balance with Date.
  2. All the inventory transactions in between beg/end just have Month and Day of transaction but not Year.

MY PROBLEM:

We want to analyze inventory in point in time slices.

If my Ending Date is 10/4/16 then rolling 12 Beginning Date is 10/5/15

If there is data on 10/22 then the year is 2015

If there is data on 10/3 then the year is 2016

I need a method to add the year to my transaction rows and am struggling to think through how to do this.

Labels (1)
11 Replies
sunny_talwar
MVP
MVP

This?

Roller:

LOAD *,

  If(Match(TypeSort,'BEG','END'), Left(TransactionDate,2)&'/'&Mid(TransactionDate,3,2)&'/20'&Right(TransactionDate,2),

  MonthNo & '/'&Day & '/' & If(MakeDate(Year(Today()), MonthNo, Day) < Today(1), Year(Today()), Year(Today())-1)) as TranDate

Resident R12Temp;

Not applicable
Author

Duh.....that would be too easy....   thanks !