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inyeartodate - script and chart function

This function returns True if timestamp lies inside the part of year containing base_date up until and including the last millisecond of base_date.

Syntax:  

InYearToDate (timestamp, base_date, period_no[, first_month_of_year])

Return data type: Boolean

Arguments:  

InYearToDate arguments
Argument Description
timestamp The date that you want to compare with base_date.
base_date Date that is used to evaluate the year.
period_no The year can be offset by period_no. period_no is an integer, where the value 0 indicates the year that contains base_date. Negative values in period_no indicate preceding years, and positive values indicate succeeding years.
first_month_of_year If you want to work with (fiscal) years not starting in January, indicate a value between 2 and 12 in first_month_of_year.

Example 1:  

inyeartodate ('2013/01/25', '2013/02/01', 0)

Returns True

Example 2:  

inyeartodate ('2012/01/25', '2013/01/01', 0)

Returns False

Example 3:  

inyeartodate ('2012/01/25', '2013/02/01', -1)

Returns True

Example 4:  

inyeartodate ('2012/11/25', '2013/01/31', 0, 4)

Returns True
The value of timestamp falls inside the fiscal year beginning in the fourth month and before the value of base_date.

Example 5:  

inyeartodate ( '2013/3/31', '2013/01/31', 0, 4 )

Returns False
Compared with the previous example, the value of timestamp is still inside the fiscal year, but it is after the value of base_date, so it falls outside the part of the year.

Example 6:  

Add the example script to your document and run it. Then add, at least, the fields listed in the results column to a sheet in your document to see the result.

This example checks if an invoice date falls in a fiscal year specified by setting the value of first_month_of_year to 4, and in the part of the year before the end of 31/01/2013.

TempTable:

LOAD RecNo() as InvID, * Inline [

InvDate

28/03/2012

10/12/2012

5/2/2013

31/3/2013

19/5/2013

15/9/2013

11/12/2013

2/3/2014

14/5/2014

13/6/2014

7/7/2014

4/8/2014

];

 

InvoiceData:

LOAD *,

InYearToDate(InvDate, '31/01/2013', 0, 4) AS FinYr2Date

Resident TempTable;

Drop table TempTable;

The resulting table contains the original dates and a column with the return value of the inyeartodate() function.

Example 6 results
InvDate FinYr2Date
28/03/2012 0 (False)
10/12/2012 -1 (True)
5/2/2013 0 (False)
31/3/2013 0 (False)
19/5/2013 0 (False)
15/9/2013 0 (False)
11/12/2013 0 (False)
2/3/2014 0 (False)
14/5/2014 0 (False)
13/6/2014 0 (False)
7/7/2014 0 (False)
4/8/2014 0 (False)

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