Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings
Reply
Copper Super Contributor
Posts: 22
Registered: ‎09-14-2011

Crosstab - Cashflow Report - 2012 dates wrapping to 2011

Hi

 

I was wondering if anyone can help me.

 

I have created a Cross tab report to reflect a cashflow report. 

 

The following code calculates the values and which month it should fall in

 

Currently my report runs from Oct 2011 - Sept 2012

 

I need the report to exclude all dates after Sept 2012, at the moment the data is being wrapped into 2011 dates.

 

My esitmated close date for the example is Aug 12

 

So I need a value in Sept 12 only as the report is only running for a year.

 

Please let me know if you need any other information.

 

Thank you


Sarah

 

*************************************************************************************************************************

 

 

Case "Annually in advance":
If (Month ({Sheet1_.Monthstart})=Month (DateAdd("m",1,{OPPORTUNITY.ESTIMATEDCLOSE})) AND {OPPORTUNITY.TVL_PARTNER} = "Direct Sale") Then ({OPPORTUNITY.TVL_PS_FEE} /2) + ({OPPORTUNITY.TVL_PILOT_VALUE} /2) Else
If (Month ({Sheet1_.Monthstart})=Month (DateAdd("m",1,{OPPORTUNITY.ESTIMATEDCLOSE}))) Then ({OPPORTUNITY.TVL_PS_FEE} /2) + ({OPPORTUNITY.TVL_PILOT_VALUE} /2) + ({OPPORTUNITY.TVL_LICENCEVALUE} *1) + ({OPPORTUNITY.TVL_ANNUAL_HOSTING} *1) Else
If (Month ({Sheet1_.Monthstart})=Month (DateAdd("m",3,{OPPORTUNITY.ESTIMATEDCLOSE})) AND {OPPORTUNITY.TVL_PARTNER} = "Direct Sale") Then ({OPPORTUNITY.TVL_PS_FEE} /2) + ({OPPORTUNITY.TVL_PILOT_VALUE} /2) + ({OPPORTUNITY.TVL_OTHER_FEES}) + ({OPPORTUNITY.TVL_LICENCEVALUE}) + ({OPPORTUNITY.TVL_ANNUAL_HOSTING}) Else
If (Month ({Sheet1_.Monthstart})=Month (DateAdd("m",3,{OPPORTUNITY.ESTIMATEDCLOSE}))) Then ({OPPORTUNITY.TVL_PS_FEE} /2) + ({OPPORTUNITY.TVL_PILOT_VALUE} /2) + ({OPPORTUNITY.TVL_OTHER_FEES})