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Old 07-23-2008, 11:29 AM   #1 (permalink)
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I broke my summary - little help?

OK so I was updating my monthly numbers report for FY09, and somehow I broke my summary. Can any of you help me figure out where it's going wrong?

1. Parameter {Pm-?this YTD} asks for the date you're running the report.

2. Formula {@ytd-last} is
Code:
dateadd ("y", -1, {?Pm-?this YTD})
3. Formula {@FY08-cash-ytd-amount} looks like this:
Code:
if {Gf.Gf_Date} in date (2007,07,01) to {@ytd-last}
    and {@Finance Amount} = true
then {GfCmps_1.GfCmps_1_Amount}
else 0
(the "finance amount" aspect of things just pulls cash gifts; that part works fine)

Then in the group footer I have a summary of {@FY08-cash-ytd-amount}. and for some reason it's summing up the entire FY, rather than just to the {@ytd-last} date.

The crazy thing is, this formula/summary worked fine all last year, until I changed the formula from FY07 to FY08 by changing that date in {@fy08-cash-ytd-amount} from 7/1/06 to 7/1/07 and renaming it.

Not only that, but I have the same formula in a different subreport, but with a slightly different parameter (pulling cash & pledges instead of cash & pledge pays), and it works fine. It's just for some reason it's not handling the date here. It's driving me nuts. can someone help before I go crazy?


EDITED: nevermind, "yyyy" is the year, not "y" -- that only subtracts a day.
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Last edited by jas.; 07-23-2008 at 11:59 AM.
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Old 07-23-2008, 12:00 PM   #2 (permalink)
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Quote:
Originally Posted by jas. View Post
OK so I was updating my monthly numbers report for FY09, and somehow I broke my summary. Can any of you help me figure out where it's going wrong?

1. Parameter {Pm-?this YTD} asks for the date you're running the report.

2. Formula {@ytd-last} is
Code:
dateadd ("y", -1, {?Pm-?this YTD})
3. Formula {@FY08-cash-ytd-amount} looks like this:
Code:
if {Gf.Gf_Date} in date (2007,07,01) to {@ytd-last}
    and {@Finance Amount} = true
then {GfCmps_1.GfCmps_1_Amount}
else 0
(the "finance amount" aspect of things just pulls cash gifts; that part works fine)

Then in the group footer I have a summary of {@FY08-cash-ytd-amount}. and for some reason it's summing up the entire FY, rather than just to the {@ytd-last} date.

The crazy thing is, this formula/summary worked fine all last year, until I changed the formula from FY07 to FY08 by changing that date in {@fy08-cash-ytd-amount} from 7/1/06 to 7/1/07 and renaming it.

Not only that, but I have the same formula in a different subreport, but with a slightly different parameter (pulling cash & pledges instead of cash & pledge pays), and it works fine. It's just for some reason it's not handling the date here. It's driving me nuts. can someone help before I go crazy?
HTML Code:
This may or may not help, but if {@Finance Amount} is null, and depending on your setup, it could matter.
Try changing this portion of your formula:

BEFORE:
and {@Finance Amount} = true

AFTER:
and (If NOT IsNull(  {@Finance Amount}  ) Then     
{@Finance Amount}
Else
     false) = true
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Old 07-23-2008, 01:29 PM   #3 (permalink)
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Thanks mwittman -- the {@Finance Amount} is just a list of gift types, so it does return a true or false. but if what you post there is a way to be doubly sure everthing's counted, I'll add it in.

it turned out it was "y" vs "yyyy" thing - my formula was only subtracting a day from the parameter, not a year. d'oh!
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Old 07-23-2008, 03:27 PM   #4 (permalink)
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Quote:
Originally Posted by jas. View Post
Thanks mwittman -- the {@Finance Amount} is just a list of gift types, so it does return a true or false. but if what you post there is a way to be doubly sure everthing's counted, I'll add it in.

it turned out it was "y" vs "yyyy" thing - my formula was only subtracting a day from the parameter, not a year. d'oh!
Glad you got it cleared up!
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