IO_Dork
asked on
YearToDate function for past years?
How do I right a formula to retrieve YTD data for past years, I know the function for last year is LastYearYTD but what about prior years like 2004 and 2003, etc. I assume this has to be fairly simple and straight forward but I can't seem to figure it out.
Example:
If {trade.settle_i} in LastYearYTD-1 Then
{trade.prin_i}
Else
0
Thanks for your help!
Brian
Example:
If {trade.settle_i} in LastYearYTD-1 Then
{trade.prin_i}
Else
0
Thanks for your help!
Brian
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ASKER
I am not sure if it makes a difference but I want to show YTD for the last five years or so, i.e. - this year 2006, along with 2005, 2004, 2003, 2002, 2001 and 2000. Does your first formula work in this case?
No, you'd have to do +1 Or +2, etc. The second formula however will work for every year so if you want to see everything you can use this formula as is. If you want year 2000+ then do this (I assume you want this in the record selection formula?):
year({trade.settle_i}) >= 2000
and
DATE(year(currentdate), month({trade.settle_i}), day({trade.settle_i}) < currentdate
year({trade.settle_i}) >= 2000
and
DATE(year(currentdate), month({trade.settle_i}), day({trade.settle_i}) < currentdate
ASKER
i used the first formula for all years and it worked great! Thanks!
if DATE(year(currentdate), month({trade.settle_i}), day({trade.settle_i}) < currentdate then ...