Component Solution Services REC02F Manuel d'utilisateur télécharger pdf (Page 22)

Tips Recipes Brio 2002

Section Type: Results or Table section

Tip Name: Creating Fiscal Year based information

Purpose / Use: Often, the only date-oriented information in your database is calendar

year based. You can derive Fiscal Year based information with a

combination of Date Groupings and Computed Items.

Sample File: Fiscal Year info.bqy

Steps to Produce: In this example, we will assume that your Fiscal Year starts on April 1.

1) In the Results section, select the date field to be transformed into Fiscal Year information.

Right-click and select Add Date Groups from the speed menu. This action will add three

columns. Select the Year and Quarter columns and delete them. This will leave you with a

derived column that displays the Month name for the date.

2) Add a new Computed Item and call it “Fiscal”. The formula you use will convert the

original date into a date adjusted for the start of the fiscal year. You will want to add the

number of months it would take to adjust the starting date of your fiscal year to be January

1 of the following calendar year. April 1 needs 9 months to be adjusted to January 1, so in

our example we define the formula to be:

AddMonths ( Date_Ordered, 9 )

For fiscal years that have different starts, the following table shows how many months to

add.

Fiscal Year Start Months to Add

April 1 9

July 1 6

October 1 3

3) Select the Fiscal column created in the previous step. Right-click and select Add Date

Groups from the speed menu. Select the Fiscal_Month column and delete it (since it really

doesn’t contain useful information). This action leaves you with Fiscal_Year,

Fiscal_Quarter and the actual Date_Ordered_Month.

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Component Solution Services REC02F Manuel d'utilisateur Page 22