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FM - Adding Percent Increase to a Report

Posted on 2011-03-04
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Last Modified: 2012-05-11
Attached see a FM report.  I want to have a column to the right of amount to show % increase/decrease from the prior year (each row is a fiscal year).  I can do this (and have done this) easily by creating a bunch of fields, but is there a way to create one field that will calculate per each row in a report?  I've been successful doing this with count and total fields via a report, but can't quite figure out how to do this with a calc field.  Thanks.
-PerIncrease.JPG
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Question by:rvfowler2
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Will Loving earned 500 total points
ID: 35038840
One way to do it would be to have a relationship from field in each record that calculates the date of the previous year - e.g. for "11/30/06" the calculation would have "1/30/05" and then create a relationship from the calculation field to the date field. Once you have the relationships setup, you can create a calc field which will determine the percentage change between the two years.
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by:Will Loving
ID: 35038987
Sorry, typo there. The calculated date should obviously be "11/30/05" not "1/30/05". You may also need other predicates in the relationship to find the correct record you want to relate to but that shouldn't be too hard.
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by:Will Loving
ID: 35039393
Randy - Attached is a file which does the trick. It even takes into account Leap Year when the last day of Feb is the 29th rather than the 28th. Here's the date calculation the accommodates either the current or previous year being leap year:

PreviousEndOfMonth =
Date( Month( MonthEndDate ) ;
Case( Month( MonthEndDate ) = 2 ; Case( Mod( Year( MonthEndDate ) - 1 ; 4 ) = 0 ; 29 ; 28 ) ; Day( MonthEndDate ) ) ;
Year( MonthEndDate ) - 1 )

There's another way to calculate the last day of any month but in this case because you're relating year to year, either of which could be a leap year, this is better.
Prev-Year-Compare.fp7
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by:rvfowler2
ID: 35039533
Will, it worked!  99% of the way there, but may negative numbers don't look right.  None of them ever get over -100%.  Do I need to take the absolute value when I subtract below?:

(BldgEscs_Active::Amount - BldgEscs_PriorYr::Amount) / BldgEscs_PriorYr::Amount
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by:rvfowler2
ID: 35039580
IN case you need to see my relationships.  The report is based on the main TO, not the PriorYr TO
-PriorYearChange.JPG
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by:Will Loving
ID: 35039669
It looks to me like the prior year calculation should be on the left not on the right, otherwise you are looking forward a year not back.
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Expert Comment

by:Will Loving
ID: 35039684
The calculation looks correct and I don't think you need to use the absolute value unless you want the percent change to always be positive which could be misleading.
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Author Closing Comment

by:rvfowler2
ID: 35039932
First, thanks for year calc, but I made it easy on myself and converted every date to a 4-digit year and resolved it as a number.  Second, Yes, I already fixed the Relationships.  It was obvious once I looked at the report.  Third, OK, see it now.  A % change in the negative of the prior year can never be more than 100% because, for example, if it drops to 0 that would be a 100% drop.  It would have to go into a negative number to be over 100% and in this case, since it is taxes, it won't.  Awarding Points.
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