Qtrs map for Financial Year

[#1]

Hi Guys,

I have created a Master calendar and everything works fine, however i realised that i need my Quarters to follow our financial Year rather than Jan to Dec

So i need to map Q1 to June, July August, Q2 to September etc

What is the best way of doing this,

See below load script

Thanks

Mike

QuartersMap:

MAPPING LOAD

rowno() as Month,

'Q' & Ceil (rowno()/3) as Quarter

AUTOGENERATE (12);

Temp:

Load

               min(CalendarDate) as minDate,

               max(CalendarDate) as maxDate

Resident FIGURES;

Let varMinDate = Num(Peek('minDate', 0, 'Temp'));

Let varMaxDate = Num(Peek('maxDate', 0, 'Temp'));

DROP Table Temp;

TempCalendar:

LOAD

               $(varMinDate) + Iterno()-1 As Num,

               Date($(varMinDate) + IterNo() - 1) as TempDate

               AutoGenerate 1 While $(varMinDate) + IterNo() -1 <= $(varMaxDate);

MasterCalendar:

Load

               TempDate AS CalendarDate,

               week(TempDate) As Week,

               YEAR(TempDate) As Year,

               Month(TempDate) As Month,

               Day(TempDate) As Day,

               YeartoDate(TempDate)*-1 as CurYTDFlag,

               YeartoDate(TempDate,-1)*-1 as LastYTDFlag,

               inyear(TempDate, Monthstart($(varMaxDate)),-1) as RC12,

               date(monthstart(TempDate), 'MMM-YYYY') as MonthYear,

               ApplyMap('QuartersMap', month(TempDate), Null()) as Quarter,

               Week(weekstart(TempDate)) & '-' & WeekYear(TempDate) as WeekYear,

               WeekDay(TempDate) as WeekDay

Resident TempCalendar

Order By TempDate ASC;

Drop Table TempCalendar;

[Gysbert_Wassenaar · Accepted solution]

I'd just use a simple mapping table:

FiscalQuartersMap:

MAPPING LOAD [

Month, FiscalQuarter

1,Q3

2,Q3

3,Q4

4,Q4

5,Q4

6,Q1

7,Q1

8,Q1

9,Q2

10,Q2

11,Q2

12,Q3

];

and an extra applymap:

ApplyMap('FiscalQuartersMap', month(TempDate), Null()) as FiscalQuarter,

[MayilVahanan]

Hi

Try like this

'Q'&Ceil(Num(Month(MonthStart(Date, -5))) / 3) as FiscalQuarter

Hope it helps

[#4]

Thank You both

I have now got to figure out how to set the finiancial year itself. I will probably ask this in another post.

We report June - end of May

Mike

[#5]

Hi,

Try these,

load date,

Year(date) as Year,

month(date) as Month,



if(num(Month(date)) >=4 and num(Month(date))<=6, 'Q1',//1st quarter starts from 4th month

if(num(Month(date)) >=7 and num(Month(date))<=9, 'Q2',//2nd quarter starts from 7th month

if(num(Month(date)) >=10 and num(Month(date))<=12, 'Q3',//3rd quarter starts from 10th month

if(num(Month(date)) >=1 and num(Month(date))<=3, 'Q4')))) as Quarter, //4th quarter starts from 1st month,  u can change the numbers to get fiscal calendar.

FROM

(ooxml, embedded labels, table is Sheet1);