Looking for function to derive prior quarter based on the year and month value passed from parameter

4 replies
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Looking for function in the business rules to derive prior quarter based on the year and month value passed from parameter?

Finance

S

sameburnAnswer

Employee - Advisor

A good way to derive a time period based on a time variable is to use the TimeDimHelper class.

You can nest functions like below; to achieve most use cases.

' Declare timePeriod
Dim timePeriod As String = "2024M1"
' Derive prior quarter based on time passed in
Dim priorQuarterPeriod As String = TimeDimHelper.GetNameFromId(TimeDimHelper.GetQuarterIdFromId(TimeDimHelper.GetLastPeriodInPriorQuarter(TimeDimHelper.GetIdFromName(timePeriod))))
				
' Log
BRApi.ErrorLog.LogMessage(si, "PriorQuarter Logging: ", priorQuarterPeriod)

RobbSalzmann

Employee - Advisor

Hi fellow_Ones

This will do it:

public string GetPreviousQuarter(string time)
{
  	var parts = time.Split('M');
	int year = 0;
    int month = 0;
	if (int.TryParse(parts[0], out year) && int.TryParse(parts[1], out month))
	{
		// Determine the current quarter
	    int currentQuarter = (month - 1) / 3 + 1;
	
	    // Calculate the previous quarter
	    int previousQuarter = currentQuarter - 1;
	
	    // If the current quarter is Q1, then the previous quarter is Q4 of the previous year
	    if (previousQuarter < 1)
	    {
	        previousQuarter = 4;
	        year -= 1; // Decrement the year as we're moving to the previous year
	    }		
	    	return $"{year}Q{previousQuarter}";
	}
	else
	{
		return  $"{time} is not a valid time";
	}
}

Public Function GetPreviousQuarter(time As String) As String
    Dim parts() As String = time.Split("M"c)
    Dim year As Integer = 0
    Dim month As Integer = 0
    If Integer.TryParse(parts(0), year) AndAlso Integer.TryParse(parts(1), month) Then
        ' Determine the current quarter
        Dim currentQuarter As Integer = (month - 1) \ 3 + 1

        ' Calculate the previous quarter
        Dim previousQuarter As Integer = currentQuarter - 1

        ' If the current quarter is Q1, then the previous quarter is Q4 of the previous year
        If previousQuarter < 1 Then
            previousQuarter = 4
            year -= 1 ' Decrement the year as we're moving to the previous year
        End If
        Return $"{year}Q{previousQuarter}"
    Else
        Return $"{time} is not a valid time"
    End If
End Function

Call it using standard OS time like GetPreviousQuarter("2024M4") will return 2024Q1`

S

sameburn

Answer

Employee - Advisor

A good way to derive a time period based on a time variable is to use the TimeDimHelper class.

You can nest functions like below; to achieve most use cases.

' Declare timePeriod
Dim timePeriod As String = "2024M1"
' Derive prior quarter based on time passed in
Dim priorQuarterPeriod As String = TimeDimHelper.GetNameFromId(TimeDimHelper.GetQuarterIdFromId(TimeDimHelper.GetLastPeriodInPriorQuarter(TimeDimHelper.GetIdFromName(timePeriod))))
				
' Log
BRApi.ErrorLog.LogMessage(si, "PriorQuarter Logging: ", priorQuarterPeriod)

RobbSalzmann

Employee - Advisor

ah! TimeDimHelper. I didn't know that existed. 🙂
However for me, I would avoid nested method calls:

Dim time as string = "2022M4"
Dim priorQtr as string = GetPriorQtr(time)
BRApi.ErrorLog.LogMessage(si, priorQtr)  ' should print 2022Q1

Public Function GetPriorQtr(time As String) As String
    Dim timeId As Integer = TimeDimHelper.GetIdFromName(time)
    Dim lastPeriodInPriorQtr As Integer = TimeDimHelper.GetLastPeriodInPriorQuarter(timeId)
    Dim priorQtrId As Integer = TimeDimHelper.GetQuarterIdFromId(lastPeriodInPriorQtr)
    Dim priorQtr As String = TimeDimHelper.GetNameFromId(priorQtrId)
	
    Return priorQtr
End Function

F

fellow_OnesAuthor

Member

Thank you sameburn RobbSalzmann

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