[英]Transforming Calendar Quarter to Financial Quarter
I am working with a dateframe (INPUT) that contains number the of transaction of a product per calendar quarter. 我正在使用一个日期框架(INPUT),其中包含每个日历季度产品交易的编号。 The first column (DATE) contains the calendar quarter in this format "2016 Q2". 第一列(DATE)包含格式为“ 2016 Q2”的日历季度。 I would like to transform this date into the a financial quarter format such as "2016/17 Q1". 我想将此日期转换为财务季度格式,例如“ 2016/17 Q1”。 The financial year start in the 1st April. 财政年度始于4月1日。
I came up with the following code which does the job, but I was wondering if there is a formula or a neater code that I could use. 我想出了下面的代码来完成这项工作,但是我想知道是否可以使用公式或更整洁的代码。
INPUT$FY_Date=character(nrow(INPUT))
for (i in 1:nrow(INPUT)) {
INPUT$FY_Date[i]= if(substr(INPUT$DATE[i],7,7)==1) paste(as.numeric(substr(INPUT$DATE[i],1,4))-1,"/",substr(INPUT$DATE[i],3,4)," Q4",sep="") else
paste(substr(INPUT$DATE[i],1,4),"/", formatC(as.numeric(substr(INPUT$DATE[i],3,4))+1,width=2,format="d",flag=0)," Q",as.numeric(substr(INPUT$DATE[i],7,7))-1,sep="")
}
I could not find any previous related posts so I would appreciate any guidance. 我以前找不到任何相关的帖子,因此我希望您能提供任何指导。
Using the "yearqtr"
class defined in zoo we can do it in two lines of code. 使用zoo中定义的"yearqtr"
类,我们可以用两行代码来实现。
Convert to "yearqtr"
. 转换为"yearqtr"
。 The "yearqtr"
class uses an internal representation of year + (qtr-1)/4
where qtr
is 1, 2, 3 or 4 so adding 3/4 will shift it to the year-end year and fiscal quarter. "yearqtr"
类使用"yearqtr"
year + (qtr-1)/4
的内部表示形式,其中qtr
是1、2、3或4,因此加3/4会将其移动到年末年份和财政季度。 Then in the final line of code as.integer
will extract the year-end year. 然后,在最后一行代码中, as.integer
将提取年末年份。 format
function can be used to get the rest where %y
means 2 digit year and %q
means quarter. format
函数可用于获取其余值,其中%y
表示2位数的年份, %q
表示四分之一。
library(zoo)
# test input
yq <- c("2016 Q2", "2016 Q3", "2016 Q4", "2017 Q1")
fyq <- as.yearqtr(yq, format = "%Y Q%q") + 3/4
paste0(as.integer(fyq) - 1, format(fyq, "/%y Q%q"))
giving: 给予:
[1] "2016/17 Q1" "2016/17 Q2" "2016/17 Q3" "2016/17 Q4"
Note that if you don't need the specific format shown in the question you could just use format(fyq)
in place of the last line or maybe format(fyq, "%YQ%q")
. 请注意,如果您不需要问题中显示的特定格式,则可以仅使用format(fyq)
代替最后一行,也可以使用format(fyq, "%YQ%q")
。
Update: Minor code improvements. 更新:较小的代码改进。
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