I have a chart where I am showing data for the past 13 month...

[Doug Parkhurst]

I have a chart where I am showing data for the past 13 months by quarter but I dont want to show data for the current quarter until it is complete (i.e. no partial data). This is a revolving 13 months of data.

[Martin Yergeau]

Definition of but I dont want to show data for the current quarter until it is complete may affect the answer to your question.

Does a quarter is automatically completed once we move to first day of the fallowing month or is there any internal/business process that tells you that the quarter is now completed

Are you using calendar quarter (Q1 = Jan+Feb+Mar, Q2 = Apr+May+Jun, ) or internal/Cie quarter that differ from calendar quarters

Which tool/version are you using to build your chart : AS, IA, Designer

[Doug Parkhurst]

Hi, a quarter is completed when you move to the first day of the following month. I am using snapshot year quarter in the horizontal axis and the chart was made in InfoAssist.

[Martin Yergeau]

I am not sure how you are ending up with 13 months when you do display per quarter and only completed quarters.

Assuming that you may include 4 quarters it is 12 months and 5 quarters its 15 months of data

Now, it may not be the only solution, but here an option.

1- You need to determine current quarter and Year

2- You need to determine the transaction year and quarter from the data source transaction date

Then here a sample that you will need to adapt for your file and situation. In this sample that includes future transactions which I assume you dont have. Otherwise you will have to adjust to remove them.

DEFINE FILE WF_RETAIL

CurYr /YY = &DATEYY;

CurQtr /QTR = &YYMD;

TrsYr /YY = TIME_DATE;

TrsQtr /QTR = TIME_DATE;

TrsYrMth /YYMONTH = TIME_DATE;

END

TABLE FILE WF_RETAIL

BY CurYr

BY CurQtr

BY TrsYr

BY TrsQtr

BY TrsYrMth

WHERE (TrsYr EQ CurYr AND TrsQtr LT CurQtr)

OR (TrsYr GE (CurYr - 1) AND TrsYr LE CurYr AND TrsQtr GE CurQtr AND TIME_DATE LT &YYMD);

END

[David Beagan]

In InfoAssist I see you can create a filter based on Beginning of Quarter.

I tried it setting my date to strictly less than Beginning of Quarter. When I ran the report, all of the current quarters dates were removed from the output.

 

image.png869713 25.6 KB

 

This is the code that InfoAssist generated to accomplish this:

-DEFAULTH &TODAY_HYYMDS = &DATEHYYMDS.EVAL;

. . .

WHERE Date_HYYMDS LT DTRUNC('&TODAY_HYYMDS',QUARTER);

[Doug Parkhurst]

Thanks David, that is the solution that I used.

[David Beagan]

You are welcome. Would you mark mine as the solution

Thanks