Filter for YTD and PYTD in Framework Manager

[ntaulbee]

I am trying to build a filter in framework manager that can be used in reports in Report Studio (automated monthly reports). Reports will run once a month on the 2nd business day. The filter will be against a field called Date of Notice.
On Jan 2nd I need the report to run for the prior year, every other month it should be YTD for the current year.
I built a filter for just current year, but not sure what to add for IF month = 01 then compare Date of Notice to Current Year -1 (don't think I can add IF to filter logic). Can this be done in framework manager? Or should it be done in Report Studio? Thank you!

[New_Guy]

This can be done in reportstudio, may be it can be done in FM too but I have not done that. Create data items for Prior year to use it when the data is Jan 2nd, create one more data item for current year and create a prompt with static choice like 'scheduling' and if the prompt = scheduling and date = jan 2 then get the Prior year, else get the current year. Hope this helps.
Thanks
Mike

[rockytopmark]

This can most certainly be done in FM, but would require a nicely built Time dimension, that has some sort of "Business Day of Month" attribute that would allow you to identify when that 2nd business day condition is hit.

There are other attributes in a Time dimension that I model in for use in relative time calculations...

• Flag for YTD
• Flag for PYTD
• Flag for QTD
• Flag for PQTD
• etc

... or you can create these on-the-fly be interrogating against the current_date and determining if the date falls into any of those buckets...