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WORDPERFECT OFFICE FOR PC LANS: AUTO-DATE SAMPLE FORMULAS
(Errata Sheet--June 1992)
The Auto-Date feature is used to mark regularly occurring memos,
appointments, and to-do items. The purpose of this section is to
give you examples of Auto-Date formulas that you can use or revise
to fit your needs. With each formula is an explanation of how the
formula works. This section is arranged by the common types of
Auto-Dates. The types and formulas included in this section are
listed below. If you need information on entering Auto-Date
formulas, see Auto-Date in Calendar Reference.
SECTIONS AND AUTO-DATE FORMULAS
Setting Fixed Dates
First and Third Monday of Each Month
Quarterly Meetings
1st and 15th of Every Month
Tuesday the 14th
First Wednesday of November
First Sunday of Each Month
First Monday, Second Friday, & Third Thursday of Specific Months
Excluding Dates
Every Wednesday Except the Second Wednesday of the Month
Third Friday of Each Month Except November
First Day of Specific Months Unless on Sundays
Every Monday and Wednesday from August 24th to October 31st
Excluding September 23rd, 1992
Every Tuesday of the Month Except the Last 14th Unless on a
Weekend
Setting Floating Dates
First Weekday of the Month
Second Weekday of the Month
Third Weekday of the Month
Fifth Weekday of the Month
Sixth Weekday of the Month
Last Weekday of the Month
First Weekday of Each Quarter
First Weekend on or after the 15th
The Monday Before the Last Wednesday of the Month
Setting Date Cycles
Once every 15 days Starting June 25, 1992
Every Wednesday Starting July 1, 1992
Every Sixth Thursday between March 7 and June 30, 1992
Once Every 45 Days Starting October 1, 1992
Work Schedule: Work Five Days/Off Four Days
Setting Deadlines
120 Days From October 20, 1992
Setting Dates Within a Time Period
Every Second and Fourth Tuesday During Fiscal Year 1992/93
First and Third Friday in Each Month of the First Quarter
Every Twelve Days in 1992
Creating a Formula
Payday
HOLIDAY CALENDAR
Included with Appointment Calendar is a calendar containing Auto-
Dates for U.S. and Canadian holidays (HOLIDAY.CAL). Retrieve
HOLIDAY.CAL as you would any other calendar. See Calendar Files in
Calendar Reference.
CONVENTIONS
To help clarify ambiguous meanings, the following terms are used to
help explain the Auto-Date formulas.
Dates and Days
In the formulas below, dates are represented numerically (1,
2, 3, and so forth). References to the sequence of days are
referred to in words (first, second, third, and so forth).
Consider the following example: The sixth weekday of the
month is generally the 8th. The sixth refers to the sequence
of weekdays (there are five weekdays in a week). The 8th
refers to the date (as in November 8).
Considerations
Considerations are items you should think about when creating
a specific formula. The considerations for a formula may
include such items as exceptions to the formula, dates that
should be included, and logical guidelines.
SETTING FIXED DATES
Fixed dates are used to schedule an event that occurs on the
same day of each month. For example, the second Saturday in
one month is the same as the second Saturday in any other
month. It's always a Saturday. The third weekday, however,
can be on any day Monday through Friday and is not always the
third day of the month. Below are examples of fixed
Auto-Dates.
First and Third Monday of Each Month
mon(1), mon(3)
Considerations:
* Mark only the first and third Monday.
If the formula consisted of only "mon", every Monday in the
calendar would be selected. The (1) and (3) limit the
selection to the first and third Monday of each month. If you
placed "last" in the parentheses, you would choose the last
Monday of the month.
Quarterly Meetings
1(jan, apr, jul, oct)
Considerations:
* The four months that each begin a quarter of the year are
January, April, July, and October.
* Mark only the first day of the months indicated.
The formula above has two parts. The first part (in
parentheses) chooses certain months. The second part marks
only the 1st of each month listed in the parentheses. You can
change the formula by changing the months in the parentheses
or by changing the date selected.
1st and 15th of Every Month
1,15
Because no specific month is indicated, Calendar marks the 1st
and 15th of every month in every year.
Tuesday the 14th
tue 14
Considerations:
* Mark Tuesday only when it is the 14th day of the month.
Two conditions are demanded in this formula: The day must be
a Tuesday and the date must be the 14th. The formula requires
both statements to be true before a day is marked.
First Wednesday of November
wed(1) nov
You can limit the marked days to a specific month.
First Sunday of Each Month in 1992
sun(1) 1992
You can use years to limit the day selected to a single year.
First Monday, Second Friday, and Third Thursday of Specific Months
(mon(1),fri(2),thu(3)(feb,may,aug,nov)
This formula is similar to that of "Quarterly Meetings" above.
A structure such as this lets you choose multiple meeting days
in the same months. You can also choose to mark certain dates
of each month, for example 1, 25, fri(last).
EXCLUDING DATES
You may not want to schedule a date that would normally be marked
by the formula. The sample formulas below demonstrate different
ways to exclude dates from a formula.
Every Wednesday Excluding the Second Wednesday of the Month
wed!wed(2)
Considerations:
* A day should not be marked if it is the second Wednesday of
the month.
The most common way to exclude a date is with a "not"(!)
statement. In the formula above, the "not" statement is used
to exclude the second Wednesday of each month.
Third Friday of Each Month Except November
fri(3)!nov
The formula above chooses the third Friday of each month of
the year. The "not" statement excludes any days in November.
First Day of Specific Months Unless on Sundays
1(feb,may,aug,nov)&!sun
Considerations:
* If the 1st falls on a Sunday, don't mark any days.
The formula above is a variation of Quarterly Meetings. The
difference is that this formula excludes Sundays. If you want
to mark a replacement date for Sunday the 1st, you can specify
a range of days. See "The 14th Unless on a Weekend" below for
the sample formulas under "Setting Floating Dates" for
alternatives.
Every Monday and Wednesday from August 24 to October 31, excluding
September 23, 1992
(mon,wed)aug24 1992:oct31 1992!sep23 1992
This formula demonstrates how you can exclude a date from a
range. The formula does not mark September 23, 1992.
Every Tuesday of the Month Except the Last
tue(1),tue(2),tue(3),tue(last-1)
Considerations:
* If there are four Tuesdays in the month, do not mark the
fourth.
* If there are five Tuesdays in the month, mark the fourth
but do not mark the fifth.
The formula above shows how you can exclude a date by making
sure it is not selected. Every month contains four or five
Tuesdays. The operator "tue(last-1)" means the same as either
"tue(4-1)" or "tue(5-1)", depending on the month. If a month
has four Tuesdays, the "tue(last-1)" statement is equal to
"tue(3) and marks the third Tuesday. If a month has five
Tuesdays, the "tue(last-1)" marks the fourth Tuesday.
The 14th Unless on a Weekend
mon:fri on/before 14
Considerations:
If the 14th falls on a weekend, mark the preceding Friday.
The range in the formula above (mon:fri) excludes weekend
days. The "on/before" operator marks the nearest replacement
date to the target date when the target date does not fall in
the range. For example, in the formula above if the 14th
falls on a weekend, the first weekday before the 14th is
marked. This type of construction is used frequently for
setting floating dates.
SETTING FLOATING DATES
A floating date takes into account such things as ranges and the
amount of weeks in a month. A floating date is especially useful
for scheduling weekday appointments. For example, an appointment
is scheduled for the 14th of every month. If you can meet only on
weekdays, then you won't meet at all when the 14th falls on a
weekend. If you set the meeting as a floating date, Calendar can
move the appointment forward to Monday or back to Friday.
The first seven formulas below show how you can schedule a specific
weekday, such as the first or second weekday, while avoiding
weekends. The remaining formulas show how you can use ranges and
offset operators for other floating data applications.
First Weekday of the Month
mon:fri on/after 1
Considerations:
* The day for the schedule must fall on a weekday (Monday
through Friday).
* If the 1st of the month falls on a weekend, the first
weekday is Monday.
To make sure the day marked is a weekday, include a range of
days--Monday through Friday--in the formula.
mon:fri
Next, provide for a substitute when the first of the month
falls on a weekend. To provide an easy substitute, you can
specify that the day marked must be on or after the 1st and
fall in the Monday to Friday range.
mon:fri on/after 1
Second Weekday of the Month
(tue:fri on/after 2, mon 4)&!tues 5
Considerations:
* If the 2nd falls on a Tuesday to Friday, the second weekday
and the 2nd of the month fall on the same day.
* If the 2nd is on Saturday, the second weekday is Monday the
4th.
* If the 2nd is on Sunday, the second weekday is Tuesday the
4th.
* If the 2nd is on Monday, the second weekday is Tuesday the
3rd.
To mark the second weekday, you should first determine when
the second weekday and second of the month coincide. The best
range, therefore, is Tuesday through Friday.
tue:fri
When the 2nd doesn't fall within the range, the second weekday
comes after the 2nd day of the month.
tue:fri on/after 2
At this point, the formula marks the day within the range that
comes on or after the 2nd. The only problem is that the
formula marks Tuesday the 5th instead of Monday the 4th
(second consideration). To remedy the problem, include Monday
the 4th.
tue:fri on/after 2,mon 4
Then exclude Tuesday the 5th.
(tue:fri on/after 2,mon 4)!tue 5
Third Weekday of the Month
(wed:fri on/after 3,mon 5,tue 5)&!wed after 5
Considerations:
* If the 3rd falls on Wednesday to Friday, the third weekday
and the 3rd of the month fall on the same day.
* If the 3rd falls on a Saturday, the third weekday is Monday
the 5th.
* If the 3rd falls on a Sunday, the third weekday is Tuesday
the 5th.
* If the 3rd falls on a Monday or Tuesday, the third weekday
is on Wednesday the 4th or Wednesday the 5th.
The first consideration shows that the third weekday and the
3rd of the month coincide on Wednesday through Friday. That
is the range you should use for the formula.
wed:fri
The third weekday will always fall on or after the 3rd of the
month.
wed:fri on/after 3
At this point, there are two problems. The formula marks
Wednesday the 7th instead of Monday the 5th and Wednesday the
6th instead of Tuesday the 5th (considerations 2, 3, and 4).
To remedy the problems, include Monday the 5th and Tuesday the
5th.
wed:fri on/after 3,mon 5,tue 5
Then exclude Wednesday the 7th and Wednesday the 6th.
(wed:fri on/after 3,mon 5,tue 5)&!wed after 5
The parentheses keep the two parts of the formula separate.
Fifth Weekday of the Month
mon:fri on/before 7
Considerations:
* On Friday the 5th, the fifth weekday and the 5th of the
month fall on the same day.
* When the 5th falls on Thursday, the fifth weekday is on
Friday the 6th.
* When the 5th falls on Saturday through Wednesday, the 5th
weekday is on the 7th.
The fifth weekday of the month is rarely on the 5th. The 7th
is the most common day for the fifth weekday because Saturday
and Sunday usually separate the first weekday from the fifth.
Since the fifth weekday and the 7th fall on the same day
Monday through Friday, Monday through Friday is the range.
mon:fri
The only days that the formula doesn't mark correctly are when
the 7th falls on the weekend. On those days, the fifth
weekday comes before the 7th (first and second
considerations).
mon:fri on/before 7
Sixth Weekday of the Month
mon:fri on/after 8
Considerations:
* There are always two weekend days between the first weekday
and the sixth weekday. Therefore the sixth weekday will
most commonly fall on the 8th.
* If the 8th falls on a Saturday or Sunday, the sixth weekday
is Monday the 10th or Monday the 11th.
The 8th is the key date for finding the sixth weekday because
of the weekend between the first and the sixth weekdays (6
weekdays + 2 weekend days = 8 days). Therefore the range
encompasses Monday through Friday.
mon:fri
The sixth weekday will never fall before the 8th. However, if
the 8th falls on a weekend, the sixth weekday comes after the
8th (second consideration).
mon:fri on/after 8
Last Weekday of the Month
mon:fri on/before last
Considerations:
* If the last day of the month falls on a Saturday or Sunday,
the last weekday of the month is the preceding Friday.
The last weekday of the month is always on or before the last
day of the month.
First Weekday of Each Quarter
(mon:fri on/after 1)&jan,apr,jul,oct
Considerations:
* The months that begin each quarter are January, April,
July, and October.
* The first weekday of a quarter is exactly like the first
weekday of any month. See "First Weekday of the Month"
above.
The "First Weekday of Each Quarter" formula is a combination
of two formulas. The first formula marks the first weekday of
each month.
mon:fri on/after 1
The other formula marks the months that fall on every quarter
of the year.
jan,apr,jul,oct
Together they mark the first weekday of each quarter of the
year.
(mon:fri on/after 1)&jan,apr,jul,oct
First Weekend on or after the 15th
(14:21)(sat:sun)!sun 14,sat 21
Considerations:
* Mark both the Saturday and Sunday that follow the 15th.
* If the 15th falls on Sunday, mark Saturday 14th.
* If the 15th falls on a Monday, mark Sunday the 21st.
The considerations above describe two ranges: The dates
(14:21) and the weekend (sat:sun). When you use the ranges
together, only the days that coincide with both ranges are
marked.
(14:21)(sat:sun)
At this point, the formula will mark Sunday the 14th and
Saturday the 21. To prevent marking two weekends in the same
month, exclude those two days.
(14:21)(sat:sun)!sun 14,sat 21
The Monday Before the Last Wednesday of the Month.
wed(last)-2
Considerations:
* The last Monday of the month can come before or after the
last Wednesday of the month.
If what you are scheduling is in preparation for the
Wednesday, scheduling the last Monday does not always work.
In the formula above, the Monday defined can be either the
last Monday of the month or the Monday before the last Monday.
The -2 offset operator ensures that the Monday marked precedes
the last Wednesday.
SETTING DATE CYCLES
A date cycle marks dates at regular intervals (for example, one day
marked in every 12 days). To set a cycle in Calendar you need to
use two operators: "every" and "starting". The operator "every"
tells Calendar how much time to allow between marked dates. The
operator "starting" tells Calendar when to start marking the days.
The limit for the number of days allowed in a cycle is 31.
However, you can multiply cycles to create larger cycles. See
"Once Every 45 Days" below.
Once Every 15 Days Starting June 25, 1992
every 15 starting june 25 1992
This formula tells Calendar to mark every 15th day starting on
June 25, 1992. The formula must include a starting date to
let Calendar know when to begin counting the days in the
cycle.
Every Wednesday Starting July 25, 1992
every 7 starting jul 1 1992
You can mark the same weekday by creating a cycle of seven
days. The cycle above continues indefinitely. If you want
the cycle to end after a period of time, try using a range:
(wed) jul 1992:jun 1993
(Include the parentheses around "wed" or the formulas will
mark every day in the range, not just Wednesdays.)
Every Sixth Thursday between March 7 and June 30 1992
every 6 starting mar 7 1992 ending jun 30 1992 thu
Considerations:
* In a cycle of every six days, it takes six weeks for the
cycle to mark duplicate days. For example, if a cycle of
six days starts on Thursday, it would take six weeks for
the sixth day to fall on a Thursday again.
This formula uses a cycle and a range to mark every sixth
Thursday. First, you want to mark every sixth day, beginning
on a Thursday.
every 6 starting mar 7 1992
Now, if you want the cycle to end after a certain amount of
time, include the ending date.
every 6 starting mar 7 1992 ending jun 30 1992
Now you must limit the range to Thursdays.
every 6 starting mar 7 1992 ending jun 30 1992 thu
The only time that the cycle and Thursday coincide is on every
sixth Thursday.
Once Every 45 Days Starting October 1, 1992
(every 5 starting oct 1 1992)(every 9 starting oct 1 1992)
Considerations:
* A cycle definition cannot exceed 31 days.
* If two cycles of different lengths start at the same time,
they coincide at a multiple of the two lengths. For
example, cycles of nine days and five days produce a cycle
of 45 days when used together.
The two cycles above work together to mark one day every 45
days. The formula works because the five-day cycle and the
nine-day cycle coincide once every 45 days. Use the guidlines
below to multiply cycles:
* The days in each cycle should not be the same. For
example, two nine-day cycles produce a cycle of every nine
days.
* The days in one cycle should not be divisible by the other.
For example, a cycle of three days and a cycle of six days
will produce a cycle of six days.
* You can multiply as many cycles as you need.
Work Schedule: Work Five Days/Off Four Days
* Enter each line in the formula below as a separate Auto-
Date formula.
every 9 starting jan 1 1992
every 9 starting jan 2 1992
every 9 starting jan 3 1992
every 9 starting jan 4 1992
every 9 starting jan 5 1992
Considerations:
* If you work five days and have four days off, the full
cycle is nine days.
* The cycle is too irregular to use a range.
Parallel cycles can be used to set up more complex cycles.
Each cycle by itself would mark one day every nine days, but
together they mark five consecutive days and leave the
following four days blank.
SETTING DEADLINES
A deadline is a single date set a number of days from a given day.
You may find it easier to use the Move Days feature (1, 2) to move
to the dealine date (see "Date" in Calendar Reference). However,
if you have a deadline period that doesn't change, you may consider
using a formula similar to the one below and changing the date for
each deadline period.
120 days from October 20, 1992
((((oct 20 1992+30)+30)+30)+30)
Considerations:
* You cannot add more than 31 days to a date.
* You can add 30+30+30+30 to total 120.
The maximum number of days you can add to a date is 31.
However, you can add more days by nesting parentheses and
adding days to each nest.
SETTING DATES WITHIN A TIME PERIOD
If your formula is not limited by a time period, it will continue
indefinitely backward and forward in time. Time periods help clean
up your calendar by not showing Auto-Dates that have expired.
(It is a good idea to delete expired Auto-Dates. See
"Editing/Deleting Auto-Dates" under Auto-Date in Calendar
Reference.)
Every Second and Fourth Tuesday during Fiscal Year 1992/93
tue(2),tue(4)(aug 30 1992:aug 30 1993)
The most common way of defining a time period for a formula is
to make a range. In the formula above, Tuesdays are marked
only if they fall between August 30, 1992, and August 30,
1993.
First and Third Friday in Each Month of the First Quarter
fri(1),fri(3)&jan 1:mar 31
Considerations:
* The months in the first quarter of the year are January,
February, and March.
If you use a range to set a time period, you can leave out the
years and make the time period repeat annually.
Every Twelve Days in 1992
every 12 starting jan 1 1992 ending dec 31 1992
This formula uses the starting and ending operators to define
a time period. When you put a cycle in a time period, you
need to use starting and ending years in the period dates to
make the formula work.
CREATING A FORMULA
The purpose of this section is to help you understand the steps and
logic for creating an Auto-Date formula. The formula created in
this section is primarily for marking a semi-monthly payday
schedule. The formula is then extended to exclude a payday that
falls on Thanksgiving and to assign the correct date for the payday
schedule.
Considerations:
* Payday is twice a month: The 15th and the last day of the
month.
* Payday are on weekdays (Monday through Friday).
* If the 15th or last day of the month falls on a weekend,
payday is changed to the preceding Friday.
The first consideration tells you the dates of the formula: 15
and last.
1. Include the dates in the formula.
15,last
Now payday is scheduled for every 15th and last day of the
month. However, payday must occur only on weekdays. A range
that includes only weekdays will help solve your problem.
2. Add a range of weekdays to the formulas, as shown below.
mon:fri 15, mon:fri last
Now the formula will only mark the 15th and the last day of
the month if they fall on a weekday. If either day falls on
a weekend, nothing is marked. To make the formula mark the
preceding Friday, you need the "on/before" operator.
3. Place "on/before" operators before 15 and last.
mon:fri on/before 15, mon:fri on/before last
The formula now marks your payday as outlined in the
considerations. Now add the following considerations:
* Thanksgiving is the fourth Thursday of November and is a
two-day holiday.
* When Thanksgiving falls on the 27th or 28th, the last day
of the month is Saturday or Sunday. Therefore, payday
should be on Wednesday before Thanksgiving.
Now you have two more considerations. You need to exclude
Thanksgiving as a possible payday, and you need to include the
Wednesday that precedes Thanksgiving, but only when it is
applicable.
4. Add a statement to exclude the Thanksgiving holiday:
mon:fri on/before 15,mon:fri on/before last & !(nov thu(4),nov
thu(4)+1)
(The statement thu(4)+1 is used for the Friday following
Thanksgiving because the fourth Friday doesn't always follow
the fourth Thursday.
Now the formula excludes Thanksgiving, but it does not provide
a substitute payday. The new payday should fall on the
Wednesday preceding Thanksgiving, but only when Thanksgiving
is on the 27th or 28th. That means the payday would occur on
Wednesday the 26th or 27th.
5. Include the substitute payday (, nov wed 26, nov wed 27) in
the formula.
mon:fri on/before 15,mon:fri on/before last, nov wed 26, nov
wed 27 & !(nov thu(4), nov thu(4)+1)
You could keep adding on to this formula to exclude any other
conflicts to the payday formula.
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ERUSIOF31X1A--6/92
74 -74 - 4 0
REVISED June 1992