Re: st: Assign fiscal year-end values to a specific event in time

[Nick Cox <njcoxstata@gmail.com>]

How can you tell Stata in terms of these data when fiscal years end?

What kind of variable is -Date- (numeric or string)? Are you using
Stata dates (see -help dates and times-)?

There is much discussion of technique in
http://www.stata-journal.com/article.html?article=dm0055

Nick
njcoxstata@gmail.com


On 25 January 2014 19:19, miriam geringer <miriam.geringer@gmail.com> wrote:

> I have the following two datasets:
>
> 1)
>
> Company   Date      Year     Price      Event
> A                 31Okt    1988
> A                 29Nov    1988    10
> A                 31Dez    1988
> A                 31Jan     1989
> A                 14Feb     1989                EventX
> A                 28Feb     1989
> A                 31Mar     1989
> B
> B
> ....
>
> Basically, there is some event going on in 1989. This event can happen
> in every month, on every day. I want to assign a specific value from
> the previous fiscal-year to the event in 1989. To be more precise, I
> want to assign the fiscal year-end price from fiscal year 1988 to the
> event which happens - in our example - on 14Feb 1989. In the end, I
> only need to know in what year the event happened and the
> corresponding price from the previous fiscal year-end. Sometimes,
> there is no price available in the previous fiscal year, then it
> should be just marked as missing value.
>
> ---- Fiscal Year-End 1988 ------- Event -------- Fiscal Year-End 1889
>>>>>> Assign Fiscal Year-End 1988 to Event
>
> The fiscal year can end in every month and it is possible that, for
> example, the fiscal year ends on 31Jan 1989 and the event occurs on
> 14Feb 1989. Then the 31Jan 1989 value shall be assigned.
>
> It should be something like:
> If Stata finds an EventX in fiscal year 1989 of Company A, go to
> fiscal year 1988 and take the 1988 fiscal year-end price of Company A
> and assign it to the EventX in 1989.
>
> 2) The second dataset is identical. However, this time I want to
> assign the first available fiscal year-end value.
>
> Company   Date      Year     Price      Event
> A                 31Okt    1988
> A                 29Nov    1988
> A                 31Dez    1988
> A                 31Jan     1989
> A                 14Feb     1989               EventY
> A                 28Feb     1989
> A                 31Mar     1989    10
> B
> B
> ....
>
> In this example, let's assume the year ends on 31Mar 1989 and on that
> date, the price is 10 (the fiscal year-end price). I want to assign
> this price to the row with the EventY and 14Feb. The same as in
> dataset 1, just the other way around.
>
> It should be something like:
> If Stata finds an EventY in year 1989 of Company A, take the first
> available fiscal year-end value (first one available after the event
> occured). The event can occur in February and the fiscal year can
> could end shortly after. Just take the next available value, no matter
> whether there is a calendar year shift in between or not.
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