Defining fiscal quarters

[D Bartlett]

Hello,

I have a dataset with "people" as cases and a variable for "program start
date" and I am attempting to write syntax to divide these people into
fiscal quarters (first quarter is April 1st to June 30th) according to
program start date.  I also have multiple years (from 1998 to 2007)so I
have several quarters.

What is the best way to do this?  I searched the archives but was unable
to interpret some of the suggestions because they involved different date
formats (my dates show up as "16-MAY-2004") and a set of Loop instructions
which (sadly) I don't understand the principles of enough to modify it to
my own case.

Many thanks
Diane

[Beadle, ViAnn]

What you want to do here is create a new variable which is the "divider" with categories equivalent to something like 1-APR-2004 to 30-JUN-2004, 1-JUL-2004 to 30-AUG-2004, etc.

There are 2 ways to go about this.

You can code a series of IF (or DO IF) statements that look like this:

IF (startdatevar >= DATE.MDY(4,1,2004) and startdatevar < DATE.MDY(7,1,2004)) quarterstart=1.
IF (startdatevar >= DATE.MDY(7,1,2004) and startdatevar < DATE.MDY(10,1,2004)) quarterstart=2.
...

Of you can use the Visual Binner to create a series of IF statements. You enter the upper boundary (e.g., 30-JUN-2004) as cutpoints.

Notes:
1. Assumes that startdatevar is really a date variable and not a string. If it is a string, you need to get it into a date format first.
2. You need one comparison statement or cutpoint for each quarter in your data range..
3. I just DATE.MDY for convenience here because if a the variable is a date variable, the format value 04/01/2004 == 1-APR-2004.
4. If you paste syntax from visual binner, you won't see formatted date values but very large numbers which are the internal representation of dates.
-----Original Message-----
From: SPSSX(r) Discussion [mailto:[hidden email]] On Behalf Of Diane Bartlett
Sent: Sunday, February 18, 2007 3:29 PM
To: [hidden email]
Subject: Defining fiscal quarters

Hello,

I have a dataset with "people" as cases and a variable for "program start
date" and I am attempting to write syntax to divide these people into
fiscal quarters (first quarter is April 1st to June 30th) according to
program start date.  I also have multiple years (from 1998 to 2007)so I
have several quarters.

What is the best way to do this?  I searched the archives but was unable
to interpret some of the suggestions because they involved different date
formats (my dates show up as "16-MAY-2004") and a set of Loop instructions
which (sadly) I don't understand the principles of enough to modify it to
my own case.

Many thanks
Diane

[Melissa Ives]

Diane,

I see that ViAnn has already replied with the syntax for a series of
compute statements.
It seems that you could also use the extraction functions and perhaps
the date.qyr function to create a quarter/fiscal year.

In a manner like the following (untested).  The idea is to create
quarter as 1=Jan-Mar, 2=Apr-Jun, etc. and then recalculate it to reflect
Your Fiscal years (which run July to June).

Compute myquarter=xdate.quarter(mydate).
Compute myyear=xdate.year(mydate).
Do If myquarter > 1.
  compute myyear=myyear+1.
  compute myquarter=myquarter-1.
Else if myquarter<2.
  compute myquarter=myquarter+3.
End if.

Compute FYQtr=date.qyr(myquarter,myyear).

Then you would get
Jan 2007=4 Q 2007
April 2007=1 Q 2008
June 2007=2 Q 2008
Sept 2007=3 Q 2008

XDATE.QUARTER. XDATE.QUARTER(datevalue). Numeric. Returns the quarter of
the year (an integer between 1 and 4) from a numeric value in date
format, as created by the DATE.xxx functions or read by one of the DATE
input formats.

XDATE.YEAR. XDATE.YEAR(datevalue). Numeric. Returns the year (as a
four-digit integer) from a numeric value in date format, as created by
the DATE.xxx functions or read by one of the DATE input formats.

DATE.QYR. DATE.QYR(quarter,year). Numeric in date format. Returns a date
value corresponding to the indicated quarter and year. To display this
value correctly, assign it a DATE format. The arguments must be
integers, with quarter between 1 and 4, and year a four-digit integer
greater than 1582.


Melissa
The bubbling brook would lose its song if you removed the rocks.
-----Original Message-----
From: SPSSX(r) Discussion [mailto:[hidden email]] On Behalf Of
Diane Bartlett
Sent: Sunday, February 18, 2007 3:29 PM
To: [hidden email]
Subject: [SPSSX-L] Defining fiscal quarters

Hello,

I have a dataset with "people" as cases and a variable for "program
start date" and I am attempting to write syntax to divide these people
into fiscal quarters (first quarter is April 1st to June 30th) according
to program start date.  I also have multiple years (from 1998 to 2007)so
I have several quarters.

What is the best way to do this?  I searched the archives but was unable
to interpret some of the suggestions because they involved different
date formats (my dates show up as "16-MAY-2004") and a set of Loop
instructions which (sadly) I don't understand the principles of enough
to modify it to my own case.

Many thanks
Diane


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[Oliver, Richard]

In a similar vein, I think this might work:
 
*if you don't want to keep quarter and year as separate
  variables use scratch variables:#quarter, #year.
compute year=xdate.year(datevar).
compute quarter=xdate.quarter(datevar)-1.
do if quarter=0.
compute quarter=4.
compute year=year-1.
end if.
compute fiscalquarter=date.qyr(quarter, year).
formats fiscalquarter (qyr6).


________________________________

From: SPSSX(r) Discussion on behalf of Melissa Ives
Sent: Mon 2/19/2007 10:39 AM
To: [hidden email]
Subject: Re: Defining fiscal quarters



Diane,

I see that ViAnn has already replied with the syntax for a series of
compute statements.
It seems that you could also use the extraction functions and perhaps
the date.qyr function to create a quarter/fiscal year.

In a manner like the following (untested).  The idea is to create
quarter as 1=Jan-Mar, 2=Apr-Jun, etc. and then recalculate it to reflect
Your Fiscal years (which run July to June).

Compute myquarter=xdate.quarter(mydate).
Compute myyear=xdate.year(mydate).
Do If myquarter > 1.
  compute myyear=myyear+1.
  compute myquarter=myquarter-1.
Else if myquarter<2.
  compute myquarter=myquarter+3.
End if.

Compute FYQtr=date.qyr(myquarter,myyear).

Then you would get
Jan 2007=4 Q 2007
April 2007=1 Q 2008
June 2007=2 Q 2008
Sept 2007=3 Q 2008

XDATE.QUARTER. XDATE.QUARTER(datevalue). Numeric. Returns the quarter of
the year (an integer between 1 and 4) from a numeric value in date
format, as created by the DATE.xxx functions or read by one of the DATE
input formats.

XDATE.YEAR. XDATE.YEAR(datevalue). Numeric. Returns the year (as a
four-digit integer) from a numeric value in date format, as created by
the DATE.xxx functions or read by one of the DATE input formats.

DATE.QYR. DATE.QYR(quarter,year). Numeric in date format. Returns a date
value corresponding to the indicated quarter and year. To display this
value correctly, assign it a DATE format. The arguments must be
integers, with quarter between 1 and 4, and year a four-digit integer
greater than 1582.


Melissa
The bubbling brook would lose its song if you removed the rocks.
-----Original Message-----
From: SPSSX(r) Discussion [mailto:[hidden email]] On Behalf Of
Diane Bartlett
Sent: Sunday, February 18, 2007 3:29 PM
To: [hidden email]
Subject: [SPSSX-L] Defining fiscal quarters

Hello,

I have a dataset with "people" as cases and a variable for "program
start date" and I am attempting to write syntax to divide these people
into fiscal quarters (first quarter is April 1st to June 30th) according
to program start date.  I also have multiple years (from 1998 to 2007)so
I have several quarters.

What is the best way to do this?  I searched the archives but was unable
to interpret some of the suggestions because they involved different
date formats (my dates show up as "16-MAY-2004") and a set of Loop
instructions which (sadly) I don't understand the principles of enough
to modify it to my own case.

Many thanks
Diane


PRIVILEGED AND CONFIDENTIAL INFORMATION
This transmittal and any attachments may contain PRIVILEGED AND
CONFIDENTIAL information and is intended only for the use of the
addressee. If you are not the designated recipient, or an employee
or agent authorized to deliver such transmittals to the designated
recipient, you are hereby notified that any dissemination,
copying or publication of this transmittal is strictly prohibited. If
you have received this transmittal in error, please notify us
immediately by replying to the sender and delete this copy from your
system. You may also call us at [phone] for assistance.