Creating A Financial Year Query
Nov 1, 2006
I am trying to create a make table query that extracts information from another table based on its year and month.
The problem I am having occurs when it comes to selecting data across multiple years ie. April 2005 - March 2006. The table that contains the data has two fields that are year and month.
I have created a form to allow the user to enter the required years, but I am unsure how to get the query not to select duplicate months e.g. April 2005 and April 2006.:confused:
Any help would be appreciated.:)
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Jan 25, 2007
I have created a query in Access 2000 which contains a date field in short date format.
I would like to add a field to this query which calculates the financial (fiscal) year from my date field. Our financial year runs from Apr 1st to Mar 31st.
I'm totally stuck - any ideas would be greatly appreciated!!
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Apr 17, 2015
I have the following in a query:
Count: Val(DSum("Num","Google_export_1Cancer_Target_Prea" ,"DatePart('m',[StudyEntryDate])<=" & [AMonth] & " And DatePart('yyyy',[StudyEntryDate])<=" & [AYear]))
Our Financial Year runs from April to March.
The formula works fine up to, and including, December. Then, for the last three months of the financial year (Jan, Feb and Mar), the running total of the 'Num' field stops and the entry for January is just January's 'Num' with the running total starting again for February and March.
How do I rectify this?
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Nov 15, 2012
I am trying to create a table which would include financial data, by year, by client. For example:
Client #1
2009 2010 2011
Revenue 5000 10000 1200
Expenses 2000 1000 700
Net Income 3000 9000 500
Client #2
2009 2010 2011
Revenue 5000 10000 1200
Expenses 2000 1000 700
Net Income 3000 9000 500
Etc.
Should I have headers as such:
Client #, 2009Revenue, 2009Expenses, 2009NetIncome, 2010Revenue, 2010Expenses, 2010NetIncome, 2011Revenue, 2011Expenses, 2011NetIncome
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Dec 2, 2012
I'm new to Access and would like to ask if it's possible to create a portfolio manager to track and report financial market holdings - buys, sells and current holdings. The current software managers on the market don't offer what I'd like to see so I'm looking to create my own.
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Oct 4, 2013
I'm an accountant and I'd like to build my own personal financial database in Access. One thing I like about MS Money is the 'Forecast Cashflow' feature, which is based on a schedule of recurring transactions, amounts, next due date, and frequency. I want to replicate this.
So, I created a dummy database for the sake of learning the code behind this process. I've got 2 tables (but no microphone.
1) tbl_InitialPoint (which is my schedule of recurring transactions, amounts, frequency (in days))
2) tbl_Register (where I want forecasted transactions to wind up)
I've got 2 saved queries:
1) qry_MaxDate (looks for any transaction @ 'tbl_InitialPoint' and finds the last date of that transaction in 'tbl_Register'
SELECT MAX(tbl_Register.PostDate) AS LastDate, tbl_InitialPoint.Description
FROM tbl_InitialPoint INNER JOIN tbl_Register ON tbl_InitialPoint.Description = tbl_Register.Description
GROUP BY tbl_InitialPoint.Description;
2) qry_InsertTransactions (populates 'tbl_Register')
INSERT INTO tbl_Register ( PostDate, Description, Amount )
SELECT qry_MaxDate.LastDate + tbl_InitialPoint.Frequency AS DateSeries, tbl_InitialPoint.Description, tbl_InitialPoint.Amount
FROM tbl_InitialPoint INNER JOIN qry_MaxDate ON tbl_InitialPoint.Description = qry_MaxDate.Description
WHERE qry_MaxDate.LastDate + tbl_InitialPoint.Frequency <= [Forms]![HomePage]![DateHorizon];
And I've got a form called 'HomePage' that has
1) A textbox where I input a date horizon (this is where I want the eventual 'Forecast Cashflow' to stop
2) A button to start the process
It seems to me that qry_InsertTransactions needs to be run over and over (looped) until the query is empty. And it seems to me that this can only be done via VBA (not sure if I could structure my SQL to avoid VBA in this case, but I need/want to learn the vba to accomplish this).
I'm having trouble getting VBA to run qry_InsertTransactions a single time. I'm pretty sure if I could get the thing to run once I could get it to run through a loop. So, here's what I came up with.
Public Sub InsertTransactionsBttn_Click()
Dim db As Database
Dim qdfNew As QueryDef
Dim qdfInsertTransactions As QueryDef
Set db = CurrentDb()
[Code] ....
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Aug 31, 2012
I have a query that includes several columns, one of those columns shows returns on investment as a percentage. I need to figure out the annualised returns on investment using the following excel formula
{=PRODUCT(1+B1:B24)-1^(12/24)-1}
This formula gathers the percentages for the last two years then provides an annualized amount.
I'm just wondering whether this is possible to apply to the query so that when I open the query it can provide me with the 2 year annualized statistics.
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Feb 20, 2008
Hello Everyone,
Is there a way that I can calcualte a total to the current date for the year?
Thanks.
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Aug 26, 2011
So far, in my query, I have a column for Quarters and under the field of that column I have put a statement:
Quarter: IIf(Month([VisitDate]) In (4,5,6),"1",IIf(Month([VisitDate]) In (7,8,9),"2",IIf(Month([VisitDate]) In (10,11,12),"3","4")))
The statement works fine but the problem is it does not tell me which year of does that quarter belongs to. Example: whether it is Quarter 1 of 1999 or Quarter 1 of 2000. Right now it only output either 1 or 2 or 3 or 4.Therefore, is there a way where I can command to give me an output like "Quarter 1, 1999", "Quarter 2, 1999", "Quarter, 1, 2000". Basically with respect to the Year that I have in my data?
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Jul 18, 2005
Hi,
Anyone know how to create a combo box that has unique month and year entries from a table (month in one column and year in another - i.e. 2 columns)?
I've been able to get the textbox of the combobox to output the correct format using a custom format but it does not affect the combobox data. Also, I'm not sure how to separate this by two columns...
Any help would be much appreciated!
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Jun 15, 2015
I am editing a database that provides the option of creating custom reports, where the user can input a date range of their choice and receive aggregate data for that time frame. Although all of the numbers in the report are correct, I am having trouble with a chart that I inserted into the report.
Specifically, if the date range requested spans 2 calendar years (i.e. April 2014 through January 2015), the data for January 2015 appears at the beginning of the year (so the chart x-axis is for Jan through Dec, and the Jan 2015 data is showing up in Jan (as if it was 2014, not the end of the given range in 2015). When I try with smaller time frames within a calendar year, it adjusts just fine (i.e. shrinking the window so just March-May is displayed on the graph).
How to adjust the axis so that it properly records the data range- so that it would start the axis with April and end in January, for example?
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Nov 1, 2005
I would like to keep track of 5 seperate funds (or stocks) by price, daily change, total change...etc.
I was thinking of having a table with date as the primary key containing the daily price of each fund. I will enter the prices into this table manually every day.
A second table will automatically makes appropriate calculations and save these changes on a daily basis based on the date. With no user input.
Is this possible?
Can I have the second table automatically grab the dates from the first table? Would the second table use date as primary key for calculations?
Thanks,
~dnnymak :eek:
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Sep 23, 2005
I am doing some work on a loan calculator which I have done successfully in Excel. I now wish to do this with an Access form (A2K). Can anyone please confirm that the Financial Functions (ie CUMPRINC etc) that are available in Excel can be used in Access. The Access help menu calls them Worksheet Functions and I can't see any reference to the above function in this forum. I have entered it in a control and get a #name? error. I dont know if I have made a syntax error or that Access doesn't recognise it.The following is the formula I have used =CUMPrinc([rate]/[freq],[nper],[amount],1,[nper],0).
I have not had the same problems with the following formula =PPmt([rate]/[freq],1,[nper],[amount],0)
Cheers
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Oct 20, 2005
I am working on a financial integration system that receives lists of financial journal transactions from several accounting packages.
I import and sumarise the transactions and end up with a transactions table like the one below. I now want to produce an Accounts summary (by period) table. I am trying to figure out how to do this just using SQL.
I do not want to use record by record VB because it is slow and I have a million+ records.
Can anybody help ?
Transactions Table (input)
Account Period Amount
1011100
1015 100
Account Summary (desired output)
Account Period Opening Movement Closing
101 10100100
10121000100
10131000100
10141000100
1015100100200
PS I need to run on Access and SQL Server
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Apr 25, 2006
I have a huge table with transaction dates. I need to slice and dice
this data (sum, %'s, etc), but group by FY. Our fiscal year is from
7/1 thru 6/1.
For example:
1/8/2004 = FY 2004,
8/12/2004 = FY 2005,
2/3/2006 = FY 2006
THEN . . . . I need to also isolate certain periods, for example July-
March for YTD (year-to-date) analysis and compare YTD of 2006 with that
of 2005.
What do you suggest? Many thanks.
Mehran
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Jul 18, 2013
Using Access 2000
I have a field which lists a date. I would like to determine which financial month the date is.
However the financial month starts and ends at odd times, for example
The start time of the month is the first Sunday after the last Friday of each month. With the end date being the day before this.
So for July it would have been
30/06/2013 - 03/08/2013
and August is
04/08/2013 - 31/08/2013
I would like the output to show something like "July 2013"
How to do this?
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Apr 25, 2014
I'm trying to add a couple of fields to the Contact database in Access 2010.
In the Contacts table, I created a field called "Sobriety Date" that has dates formatted like 12/27/1995
I am trying to add a calculated field called "Years Sober" which should be the current year minus the year in the 'Sobriety Date' field (1995 in the example above).
I have been trying to tweak this:
SUM(DatePart("yyyy",[Date]) - DatePart("yyyy",[Sobriety Date]))
but it's not working. Keeps giving me "The expression that you entered is not valid for web-compatible calculated columns"
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Aug 1, 2005
I trying to figure out how to make this query work. I have a simple database that is being used to show employee employment information - name, hire date, salary, bonuses, etc. Everything is just about done but they want me to show what percentage of the prior year the employee was there. In other words if an employee was hired 4/20/2004 they want me to show the percentage of 2004 they were employed with the company. I've tried just about everything I can think of but nothing seems to give me the right answer. I am also showing the percentage for the current year (2005) and that works ok. Just can't figure out how the calculate it for a prior year.
This is being done in a query and we're using Access 2000.
Any help would be greatly appreciated.
Thanks,
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Jul 3, 2014
I have fields [DayOfYear] and [Year] can I somehow produce the dd/mm/yyyy from this. I know how to do it in Excel but the Asscess function Date() is a little different.
I.e. if [DayOfYear] =152, [Year] = 2014 then [Date] = 2/6/2014
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Jan 10, 2012
I'm going to try using the year, day of year, hour & minute (24 hour clock) as a report number. It's set up in a field on a table. Right now I have....
Default Value =Format(Now(),"yyyhhnn") 'which works but not exactly how I would like
yy = Last two digits of the year
y = Number of the day of the year (1 to 366) 'can this show three digits all the time?
hh = Hour in two digits (00 to 23)
nn = Minute in two digits (00 to 59)
For instance, right now for Jan. 10th, 2012, 1306 hours the result would be 12101304 which, for all intents and purposes works, but I would prefer the "day of the year" to always be represented by three digits and not just when it hits day 100 of the year.
I would prefer to see 120101304
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Feb 25, 2014
I have about ten append queries to group various financial data to one main table.
I have used the round function (iff (Round(Nz([FIN_data]),2)) in the queries to round the original data into 2 decimal places but there is still one or two lines exceeding 2 decimal places.
What is the better approach to have only 2 decimal places for all append data?
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Mar 14, 2006
I have a query based on payment date which I have extracted the Year part as a seperate Field StartYear, but I want to now add EndYear which just adds 1 year to the StartDate. e.g. EndYear = StartYear +1. Anyone kow please I know i's proably simple but I keep getting syntax errors.
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Jan 1, 2007
Please could someone advise me how to set the YEAR in a query - all my data for 2006 is fine but I have uploaded some data for today (01 Jan 07) and ALL by queries / reports now show to 31/12/2006 then at the top, instead of the bottom, reads 01/01/06 ?
Regards
Richard
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Apr 21, 2008
I would like to run a query to return all dates for a year like 2007. I need to ignore the day and month so the user will be asked to enter the year “2007” they require a form list on.
I have used the between date query:- Between [Start Date] And [End Date], and it’s okay but it would be much faster if only one parameter can be typed to return a list of the full year.
Any help would be appreciated, I cant find anything here which helps.
Thanks!
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Apr 15, 2006
Hello Everyone
Instead of having a parameter query ask beginning date and ending date I'd like it to just ask for the year and then have my query display records for that year.
Is there a simple way to do this?
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Sep 18, 2005
SELECT Loans.CustomerID, Loans.LoanID, Loans.LoanAmount, Loans.StartDate, Loans.EndDate, Loans.LoanLender
FROM Loans
WHERE (((Loans.StartDate)>DateAdd("d",-32,Date() And ((Loans.EndDate)>DateAdd("y",-1,Date())))));
I want my query to do a monthy lookup of bussiness where a loan is either opened or closed in the last 32 days. This works except its pulling up records from all previous years. I tried to filter the year as shown above, of course its not working. So what do i have to do? Thanks for any help in advanced.
Scott
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