Fiscal Quarters

Apr 8, 2008

so the Army uses a fiscal year 1 Oct thru 30 Sep I have a report that needs to be run every quarter. i curently have my a field formated as [date],"q/yyyy" wich givs me april in the 2nd quarter for me April is in the 3rd quarter. any ideas?

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Creating Fiscal Quarters And Year In Queries

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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Calculating Quarters

Jul 19, 2005

Hello All!

I have data laid out as follows:

Measure MonthYr Value
Fixed Std Jan04 90%
Fixed Std Feb04 95%
-------- ------ ----
-------- ------ ----
Fixed Std Jun05 93%

My situation is two-fold: 1-I'm having difficulty coming up with a query that will calculate the weighted avg. of each quarter in the prior year and current year, 2-what to do about the current year's quarter when only 1 or 2 month's worth of data exists?

Can anyone help - it would be greatly appreciated. Thanks.

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Tables :: Limit Date Values To Quarters

Apr 30, 2015

I have a field that shows dates as quarters. Right now it is just a date/time field, but that posses a problem, as the user can enter any date possible. I want the dates to be limited to March, June, September and December, and any year they choose.

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Forms :: How To Categorize Quarters Based On Start Date And End Date

Jun 23, 2015

I have a DB with Start Date (dd.mm.yyyy), End Date (dd.mm.yyyy) and Quarters. We have 4 Quarters (Jan-March, April-June, July-Sep, Oct-Dec) and extra columns of month (xxx) and year (yyyy) too.

The problem is the front end users have access permissions to modify the dates. if they change the start date and end date then they are manually gonna change other fields like quarter, month and year too (Which they don't want). The users don't need to manually update the column values for Quarter, Month and Year

For Example,

If the user modifies Start Date to: 22.05.2014 and End Date to: 24.06.2014 (then the quarter column should be fixed to 2nd quarter and month should be June and year should be 2014).

2nd Example: We need to consider the End Date for classifying the quarters, Month and Year

If the Start Date is: 22.05.2014 and End Date is: 24.12.2014 (then the quarter column should be fixed to 4th quarter and month should be December and year should be 2014).

The solution is when ever the front end user modifies the dates then automatically the quarter, month and year columns need to be changed.

Sample piece of Access data sheet with just 3 examples. Column names Start date, End date, Quarter, Month, Year.

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How To Categorize Quarters Based On Start Date And End Date

Jun 23, 2015

I have a DB with Start Date (dd.mm.yyyy), End Date (dd.mm.yyyy) and Quarters. We have 4 Quarters (Jan-March, April-June, July-Sep, Oct-Dec) and extra columns of month (xxx) and year (yyyy) too.

The problem is the front end users have access permissions to modify the dates. if they change the start date and end date then they are manually gonna change other fields like quarter, month and year too (Which they don't want). The users don't need to manually update the column values for Quarter, Month and Year

For Example,

If the user modifies Start Date to: 22.05.2014 and End Date to: 24.06.2014 (then the quarter column should be fixed to 2nd quarter and month should be June and year should be 2014).

2nd Example: We need to consider the End Date for classifying the quarters, Month and Year

If the Start Date is: 22.05.2014 and End Date is: 24.12.2014 (then the quarter column should be fixed to 4th quarter and month should be December and year should be 2014).

The solution is when ever the front end user modifies the dates then automatically the quarter, month and year columns need to be changed.

Need sample piece of Access data sheet with just 3 examples. Column names Start date, End date, Quarter, Month, Year.

I will see the logic and will sort it out.

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Calculating Fiscal Years

Dec 4, 2007

Hi,

I have the following function:

Function GetFiscalYear(ByVal x As Variant)
If x < DateSerial(Year(x), FMonthStart, FDayStart) Then
GetFiscalYear = Year(x) - FYearOffset - 1
Else
GetFiscalYear = Year(x) - FYearOffset
End If
End Function

I call on the function in my query to determine the FiscalYear for a date.
Expr1: GetFiscalYear([ProdDate])

It sends back the correct Fiscal Year. However, when I try to put criteria in for Expr1 to show only Fiscal Year 2007 instead of all fiscal years, it gives me a data mismatch type error.

The [ProdDate] has the following formula:
Prod_Date: IIf([40Day]="True",DateAdd("d",-40,[Date Code]),DateAdd("d",-50,[Date Code])) where [40Day] returns True or False to determine if I should subtract 40 or 50 days from the Date Code. The Date Code is in the format ##/##/#### and is sometimes null.

I have tried everything I could think of and am completely stumped. Thanks in advance for any help!!!

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Fiscal Year Reporting

Feb 2, 2006

I want to create reports for each year my company is in business but by my fiscal year Oct - Sept instead of then normal Jan - Dec. any ideas?

Thanks in advance

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Handling Fiscal Years And Dates In Db

Jul 11, 2006

Hello,

I am building a Db that will report against individual transactions. Each transaction will be on a specific day.
Now I will need to slice and dice the data in a number of different ways depending on what the end user wants to see.
Therefore I need to build a date table that will aggregate all the individual days by Week, Month, calendar year, fiscal year...etc.
Being a rookie, I was simply going to build a table that has all the days for the last three years and then the corresponding weeks, months etc in columns to the right.
Because of this design, I will have over 1,000 records. Could I do it differently to keep the size of the table down?
For example use ranges as a cell value (Our week 1 is named "Feb 1st Wk", it is 1/30/06-2/5/06 for fiscal Yr 2006, 1/31/04-2/6/05 for fiscal Yr 2005...etc)

Any advice on this?

Thanks, Paul

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Fiscal Year Query Problem

Dec 12, 2006

Here's my code for the fiscal year

Year([ValueDate])-IIf([ValueDate]<DateSerial(Year([ValueDate]),11,1),1,0)+1 AS FYear

No matter what date it reads from "ValueDate" it returns 1905
eg 11/01/2000 returns 1905
12/01/2003 returns 1905

When I click in the field of each record the date is displayed
11/01/2000 FYear displays 06/23/1905
12/01/2003 FYear displays 06/26/1905

Any ideas what I'm doing wrong?:confused:

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Financial (Fiscal) Year Field

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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Fiscal Year Formula But With A Error

Oct 1, 2007

Our physical year starts 10/01. This is what I have for the criteria, but I still getting a error. Can anyone tell me where Iam going wrong.

FYear: Year([Award Dtd])-IIf([Award Dtd]< _ DateSerial(Year([Award dtd]),10,01),1,0)

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Fiscal Week And Payperiod Query

Apr 24, 2008

I have a database that tracks call-monitoring scores for call center employees.
They are given a bonus based on their scores which is calculated every pay-period.
The following attachment is what I need the query to show. Or perhaps an excel document linked to the database.
Just wondering if you all could take a look at this and tell me what the easiest method would be.
Also, what would be involved.
My major concern is the query being able to differentiate the different fiscal weeks and or payperiods.

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Calculating Fiscal Year Total

Nov 4, 2004

I need to provide a report on data over a fiscal year that has the following format:

apr 03
may 03
jun 03
q1 total
jul 03
aug 03
sep 03
q2 total
oct 03
nov 03
dec 03
q3 total
jan 04
feb 04
mar 04
q4 total
year total

I can group by quarter and sum() in the group footer which works, but when I group by year I get totals for 03 and 04 separately. I have also tried sum() and dsum() in the page footer, which gives #error, and vba in page footer:

Dim pageTotal As Long
Sub Detail_Print(Cancel As Integer, PrintCount As Integer)
' Add to Page Total
pageTotal = pageTotal + Me![ClientsServed]
End Sub
Sub PageFooter_Print(Cancel As Integer, PrintCount As Integer)
' Show Page Total Price
Me![yrClientsServed] = pageTotal
End Sub

which calculates properly in the detail section (var watching "pageTotal") but outputs nothing in the footer, though the name of the text box in the footer is correct.
If anyone can see an error in what I'm doing or suggest another approach, I would really appreciate it, this is driving me nuts.

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Create A Fiscal Year Expression

Jul 9, 2006

I'm trying to change the way date calculations are done in a training db. I show them now in an expression in my query as Between Date() And Date()-365, but I need to show them based on a FY beginning 7/1 of any year and ending on 6/30 of any year. Any suggestions?

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Getting The Fiscal Month From Date Using DLookup?

Jun 27, 2007

Hi

I have a table named PO table...How do I get the fiscal month from the date column I dont want to search a particular date but the date field column and retrieve the fiscal month using DLookup function?....

Can anyone help me ASAP?....

Sriram

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Tables :: Fiscal And Percentages Calculations

Apr 20, 2015

I'm trying to create a table in an Access Form or create a block of code to export the table with query results to Excel or PDF. In the end I would like to run a query or queries to populate the table or export the query results creating the table. I'm not sure the best way to create the table.

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Connect MS Access With Fiscal Printer

Feb 12, 2012

I had made MS Access application for a company.

After a while they asked me to connect that application with fiscal printer.

I don't know how to do that.

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Sort Records Based On Fiscal Year

Oct 14, 2005

I would like to sort records based on fiscal year for a chart. The fiscal year would be 7/01/2003 to 06/30/2004. I would like to sort this based on oldest date to newest date. This query could span several fiscal years. Any help would be greatly appreciated.

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Queries :: Number Of Pay Periods In A Fiscal Year

Jan 23, 2014

If my fiscal year ends 12/31 but the pay period doesn't end until 1/10, how do I get a query to tell me there are 25.3 pay periods remaining (counting from the last pay period 1/11)?

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Modules & VBA :: DCount With Custom Fiscal Year

Jan 21, 2014

I have having an issue with determining how to use a customized fiscal year with a DCount function.

My Code:

ThisYear: DCount("*","Open Issues","year([RequestDate]) = " & Year(DateAdd("y",-1,Date())))

The code only does from Jan 1, YYYY TO Dec 31, YYYY

I'd like the code to read from Oct 1, YYYY TO Sept 30, YYYY

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Queries :: Fiscal Calendar Table Query?

Jul 16, 2013

writing a query to grab the Fiscal period based on my Fiscal Calendar table. I need to create Month, Fiscal Year, Qtr, and Period columns to match with the dates from the Calendar Table based on the data in the Purchase Orders Summary.

I have attached the database with the calendar and the data set that I am suppose to match it to.how/where to link the two tables together in a query,

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Lookup Table Fiscal Year - Getting 0 Back

Feb 8, 2012

I was trying to do this in a SQL Q but thought it would be easier to do multiple calculations in my form if I used Calculated Controls instead.

I have a table Lookup_Tbl_Fiscal_Year with Start_Date, End_Date and FSA_FY.

In my form I want to take the date entered in Last_Signature_Date and look up the FSA_FY.

The Last_Signature_Date would fall somewhere between the Start & End dates.

Here is what I got but no matter what date I enter I get 0 back.

=Nz(DLookUp "[FSA_FY]","[Lookup_Tbl_Fiscal_Year]","[Last_Signature_Date]">="[Start_Date]" And "[Last_Signature_Date]"<="[End_Date]"),0)

I read that this might slow down the system. Is it better to use SQL?

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Conditional Formatting Of Dates By Fiscal Year?

Mar 30, 2015

I've got the conditional formatting thing down and am able to determine if a date is close to expiring by using 'value is less than now()+30', but I'd like to replicate the same thing, but the expiration date is based on the fiscal year (October to October).

The date entered is the date of qualification. How can I conditionally format to fit my needs?

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Queries :: Calculating Fiscal Year Sales In A Query

Feb 18, 2015

I'm making a query that has the following Fields

Product (Table PDZRN1)
Whse (Table PDZRN1)
Description (Table PDZRN1)
On Hand (Table PDZRN1)
Unit Cost (Table PDZRN1)
Unit Price (Table PDZRN1)
LastDate: Date (Table Sales_History) (using the Max function)

Where I am stuck is I want 4 additional columns to pull the last 3 fiscal years and total sales for each Product for the 3 previous fiscal years. The Field with sales amount is "Sales" it is located in Table "Sales_History", and the dates for the invoices are in the field "Date". I tried the following query, but I'm sure it didn't work because I failed to push the data back to the date field:

Field - FY2013Sales: Sales
Table - Sales_History
Total - Sum
Criteria - <= 04/01/2012 and <= 03/31/2013

how to link my criteria back to the "Date" field, or if I'm even going down the write path.

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Queries :: Calculate Fiscal Year And Month From A Date

Jul 13, 2015

I want to build a query that calculates the fiscal year and the month from a date on-the-fly. I tried to do it in VBA, but it's more complicated than in query I guess. So this is my table:

The date is on the left, in the middle I want to have calculated Jan 14 and on the right I want 14/15.

In VBA I started with this: strMonth = MonthName(Month(A), True) & " " & Format(A, "YY") which gave me "Jan 08". But the date was hard-coded and not from my table. Then I tried to store the information by SQL statement into a string. But this also didn't work, the types were different.

Code:
UPDATE tblSAPOD
SET sapOD_month = Year([sapOD_OrderDate])-IIf([sapOD_OrderDate]<
DateSerial(Year([sapOD_OrderDate]),6,16),1,0)
WHERE sapOD_OrderDate Like "*/*/94";

.. but I guess it's wrong, it gives me a syntax error.

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