You can specify both calendar and fiscal date range restrictions with the INSET= option. This example shows how to use both types of date range restrictions.
Two INSETs, nearly identical except for the type of their date range restriction, are used for accessing the same database. Despite the many similarities, the different date range restriction types result in dissimilar output.
Note that the specification of the datetype in the INSET= option for comp_calendar is not required. The datetype default is the calendar type.
data comp_fiscal; /* Crude Petroleum & Natural Gas */ compkey=2416; begdate=19860101; enddate=19861231; datetype='fiscal'; output; /* Commercial Intertech */ compkey=3248; begdate=19940101; enddate=19941231; datetype='fiscal'; output; run; data comp_calendar; /* Crude Petroleum & Natural Gas */ compkey=2416; begdate=19860101; enddate=19861231; datetype='calendar'; output; /* Commercial Intertech */ compkey=3248; begdate=19940101; enddate=19941231; datetype='calendar'; output; run;
libname _all_ clear; libname fisclib sasecrsp "%sysget(CRSP_CST)" SETID=200 INSET='comp_fiscal,compkey,gvkey,begdate,enddate,datetype'; libname callib sasecrsp "%sysget(CRSP_CST)" SETID=200 INSET='comp_calendar,compkey,gvkey,begdate,enddate,datetype';
title1 'Quarterly Period Descriptors'; title2 'Using the Fiscal Date Range'; proc print data=fisclib.qperdes(drop = peftnt1 peftnt2 peftnt3 peftnt4 peftnt5 peftnt6 peftnt7 peftnt8 candxc flowcd spbond spdebt sppaper); run;
Output 38.10.1 shows quarterly period descriptors for the 1986 and 1994 fiscal years.
Quarterly Period Descriptors |
Using the Fiscal Date Range |
Obs | GVKEY | CRSPDT | RCALDT | FISCALDT | DATYR | DATQTR | FISCYR | CALYR | CALQTR | UPCODE | SRCDOC | SPRANK | MAJIND | INDIND | REPDT |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | 2416 | 242 | 19860630 | 19860331 | 1986 | 1 | 3 | 1986 | 2 | 3 | 53 | 17 | 0 | 0 | 0 |
2 | 2416 | 243 | 19860930 | 19860630 | 1986 | 2 | 3 | 1986 | 3 | 3 | 53 | 18 | 0 | 0 | 0 |
3 | 2416 | 244 | 19861231 | 19860930 | 1986 | 3 | 3 | 1986 | 4 | 3 | 53 | 18 | 0 | 0 | 0 |
4 | 2416 | 245 | 19870331 | 19861231 | 1986 | 4 | 3 | 1987 | 1 | 3 | 53 | 21 | 0 | 0 | 0 |
5 | 3248 | 274 | 19940131 | 19940331 | 1994 | 1 | 10 | 1993 | 4 | 3 | 53 | 16 | 0 | 0 | 1994054 |
6 | 3248 | 275 | 19940429 | 19940630 | 1994 | 2 | 10 | 1994 | 1 | 3 | 53 | 16 | 0 | 0 | 1994146 |
7 | 3248 | 276 | 19940729 | 19940930 | 1994 | 3 | 10 | 1994 | 2 | 3 | 53 | 16 | 0 | 0 | 1994236 |
8 | 3248 | 277 | 19941031 | 19941230 | 1994 | 4 | 10 | 1994 | 3 | 3 | 53 | 16 | 0 | 0 | 1994349 |
The next PRINT procedure uses the calendar datetype in its INSET= option instead of the fiscal datetype, producing different results for the Crude Petroleum and Natural Gas Company when the report is based on calendar dates instead of fiscal dates. The differences shown in observations 1 through 4 are due to Crude Petroleum and Natural Gas Company’s fiscal year ending in March instead of December.
Since Commercial Intertech does not shift its fiscal year, but uses a fiscal year ending in December, the fiscal report and the calendar report match exactly for the company’s corresponding observations 5 through 8 in Output 38.10.1 and Output 38.10.2 respectively.
title1 'Quarterly Period Descriptors'; title2 'Using the Calendar Date Range'; proc print data=callib.qperdes(drop = peftnt1 peftnt2 peftnt3 peftnt4 peftnt5 peftnt6 peftnt7 peftnt8 candxc flowcd spbond spdebt sppaper); run;
Output 38.10.2 shows quarterly period descriptors for the designated calendar date range.
Quarterly Period Descriptors |
Using the Calendar Date Range |
Obs | GVKEY | CRSPDT | RCALDT | FISCALDT | DATYR | DATQTR | FISCYR | CALYR | CALQTR | UPCODE | SRCDOC | SPRANK | MAJIND | INDIND | REPDT |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | 2416 | 241 | 19860331 | 19851231 | 1985 | 4 | 3 | 1986 | 1 | 3 | 53 | 17 | 0 | 0 | 0 |
2 | 2416 | 242 | 19860630 | 19860331 | 1986 | 1 | 3 | 1986 | 2 | 3 | 53 | 17 | 0 | 0 | 0 |
3 | 2416 | 243 | 19860930 | 19860630 | 1986 | 2 | 3 | 1986 | 3 | 3 | 53 | 18 | 0 | 0 | 0 |
4 | 2416 | 244 | 19861231 | 19860930 | 1986 | 3 | 3 | 1986 | 4 | 3 | 53 | 18 | 0 | 0 | 0 |
5 | 3248 | 274 | 19940131 | 19940331 | 1994 | 1 | 10 | 1993 | 4 | 3 | 53 | 16 | 0 | 0 | 1994054 |
6 | 3248 | 275 | 19940429 | 19940630 | 1994 | 2 | 10 | 1994 | 1 | 3 | 53 | 16 | 0 | 0 | 1994146 |
7 | 3248 | 276 | 19940729 | 19940930 | 1994 | 3 | 10 | 1994 | 2 | 3 | 53 | 16 | 0 | 0 | 1994236 |
8 | 3248 | 277 | 19941031 | 19941230 | 1994 | 4 | 10 | 1994 | 3 | 3 | 53 | 16 | 0 | 0 | 1994349 |
Fiscal date range restrictions are valid only for fiscal members and can be used in either the INSET= option or the RANGE= option. Use calendar date ranges for nonfiscal members. Note: Fiscal date ranges are ignored when used with nonfiscal members.