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QBDateRange ( DateChoice ; FirstDayWeek ; FiscalMonth )

Get Quickbook Pro types of Date Ranges.

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Don Wieland - Show more from this author DW Data Concepts http://www.dwdataconcepts.com

  Function definition: (Copy & paste into FileMaker's Edit Custom Function window)

Let([ Ch = DateChoice; CD = Get ( CurrentDate ); FOW=CD - DayOfWeek(CD) + 1 + Case(FirstDayWeek = "Sunday"; 0; FirstDayWeek = "Monday"; 1; FirstDayWeek = "Tuesday"; 2; FirstDayWeek = "Wednesday"; 3; FirstDayWeek = "Thursday"; 4; FirstDayWeek = "Friday"; 5; FirstDayWeek = "Saturday"; 6); FiscMo#=WordCount(Left("January February March April May June Jul August September October November December";Position("January February March April May June Jul August September October November December"; FiscalMonth; 1; 1) - 1))+1; q1s=If(CD< Date(FiscMo#; 1; Year(CD)); Date(FiscMo#; 1; Year(CD)-1); Date(FiscMo#; 1; Year(CD))); q1e=Date(FiscMo# + 3; 0; Year(q1s)); q2s=If(CD< Date(FiscMo#; 1; Year(CD)); Date(FiscMo# + 3; 1; Year(CD)-1); Date(FiscMo# + 3; 1; Year(CD))); q2e=Date(Month(q1s) + 6; 0; Year(q1s)); q3s=If(CD< Date(FiscMo#; 1; Year(CD)); Date(FiscMo# + 6; 1; Year(CD)-1); Date(FiscMo# + 6; 1; Year(CD))); q3e=Date(Month(q1s) + 9; 0; Year(q1s)); q4s=If(CD < Date(FiscMo#; 1; Year(CD)); Date(FiscMo# + 9; 1; Year(CD)-1); Date(FiscMo# + 9; 1; Year(CD))); q4e=Date(Month(q1s) + 12; 0; Year(q1s)); qCur=Case(CD >= q1s and CD <= q1e; 1; CD >= q2s and CD <= q2e; 2; CD >= q3s and CD <= q3e; 3; CD >= q4e; 4; ""); qQuMo=Case( CD ≥ q1s and CD ≤ Date(Month(q1s) + 1; 0; Year(q1s)); 1; CD ≥ Date(Month(q1s) + 4; 0; Year(q1s)) and CD ≤ Date(Month(q1s) + 7; 0; Year(q1s)); 2; 3) ; StartDate= Case( Ch = "ALL"; ""; Ch = "Today"; CD; Ch = "This Week"; FOW; Ch = "This Week-to-date"; FOW; Ch = "This Month"; Date(Month(CD); 1; Year(CD)); Ch = "This Month-to-date"; Date(Month(CD); 1; Year(CD)); Ch = "This Fiscal Quarter"; Choose(qCur; ""; q1s; q2s; q3s; q4s); Ch = "This Fiscal Quarter-to-date"; Choose(qCur; ""; q1s; q2s; q3s; q4s); Ch = "This Fiscal Year"; If(CD < Date(FiscMo#; 1; Year(CD)); Date(FiscMo#; 1; Year(CD)-1); Date(FiscMo#; 1; Year(CD))); Ch = "This Fiscal Year-to-date"; If(CD < Date(FiscMo#; 1; Year(CD)); Date(FiscMo#; 1; Year(CD)-1); Date(FiscMo#; 1; Year(CD))); Ch = "Yesterday"; CD - 1; Ch = "Last Week"; FOW - 7; Ch = "Last Week-to-date"; FOW - 7; Ch = "Last Month"; Date(Month(CD) -1; 1; Year(CD)); Ch = "Last Month-to-date"; Date(Month(CD) -1; 1; Year(CD)); Ch = "Last Fiscal Quarter"; Choose(qCur; ""; q4s; q1s; q2s; q3s); Ch = "Last Fiscal Quarter-to-date"; Choose(qCur; ""; q4s; q1s; q2s; q3s); Ch = "Last Fiscal Year"; If(CD < Date(FiscMo#; 1; Year(CD)); Date(FiscMo#; 1; Year(CD)-2); Date(FiscMo#; 1; Year(CD)-1)); Ch = "Last Fiscal Year-to-date"; If(CD< Date(FiscMo#; 1; Year(CD)); Date(FiscMo#; 1; Year(CD)-2); Date(FiscMo#; 1; Year(CD))); Ch = "Next Week"; FOW + 7; Ch = "Next 4 Weeks"; FOW; Ch = "Next Month"; Date(Month(CD) + 1; 1; Year(CD)); Ch = "Next Fiscal Quarter"; Choose(qCur; ""; q2s; q3s; q4s; q1s); Ch = "Next Fiscal Year"; If(CD < Date(FiscMo#; 1; Year(CD)); Date(FiscMo#; 1; Year(CD)); Date(FiscMo#; 1; Year(CD) + 1))); EndDate= Case( Ch = "ALL"; ""; Ch = "Today"; CD; Ch = "This Week"; FOW + 6; Ch = "This Week-to-date"; CD; Ch = "This Month"; Date(Month(CD) + 1; 0; Year(CD)); Ch = "This Month-to-date"; CD; Ch = "This Fiscal Quarter"; Choose(qCur; ""; q1e; q2e; q3e; q4e); Ch = "This Fiscal Quarter-to-date"; CD; Ch = "This Fiscal Year"; Date(Month(StartDate); 0; Year(StartDate) + 1); Ch = "This Fiscal Year-to-date"; CD; Ch = "Yesterday"; CD - 1; Ch = "Last Week"; FOW - 1; Ch = "Last Week-to-date"; CD - 7; Ch = "Last Month"; Date(Month(CD); 0; Year(CD)); Ch = "Last Month-to-date"; Date(Month(CD) -1;Day(CD); Year(CD)); Ch = "Last Fiscal Quarter"; Date(Month(StartDate) + 3; 0; Year(StartDate)); Ch = "Last Fiscal Quarter-to-date"; Date(Month(StartDate) + qQuMo; Day(CD); Year(StartDate)); Ch = "Last Fiscal Year"; Date(Month(StartDate); 0; Year(StartDate) + 1); Ch = "Last Fiscal Year-to-date"; Date(Month(CD);Day(CD); Year(CD) - 1); Ch = "Next Week"; FOW + 13; Ch = "Next 4 Weeks"; FOW + 27; Ch = "Next Month"; Date(Month(CD) + 2;0; Year(CD)); Ch = "Next Fiscal Quarter"; Date(Month(StartDate) + 3; 0; Year(StartDate)); Ch = "Next Fiscal Year"; Date(Month(StartDate); 0; Year(StartDate) + 1);"") ]; If(IsEmpty(StartDate) and IsEmpty(EndDate); ""; StartDate & "..." & EndDate) ) Click to copy

Get Quickbook Pro types of Date Ranges.

Here are the choices for each parameter*:

DateChoice=
ALL
Today
This Week
This Week-to-date
This Month
This Month-to-date
This Fiscal Quarter
This Fiscal Quarter-to-date
This Fiscal Year
This Fiscal Year-to-date
Yesterday
Last Week
Last Week-to-date
Last Month
Last Month-to-date
Last Fiscal Quarter
Last Fiscal Quarter-to-date
Last Fiscal Year
Last Fiscal Year-to-date
Next Week
Next 4 Weeks
Next Month
Next Fiscal Quarter
Next Fiscal Year

FirstDayWeek=
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday

FiscalMonth=
January
February
March
April
May
June
July
August
September
October
November
December

* define as a value list

When using this in FIND MODE, the parameters "FirstDayWeek" and "FiscalMonth" probably need to be stored or moved into GLOBAL FIELDS prior to entering find mode.

You can also parse the start and end date results into separate fields to filter portals.

cStartDate = (Calculation, Date Result) = LeftWords(QBResult, 1)

cEndDate = (Calculation, Date Result) = RightWords(QBResult, 1)

 

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