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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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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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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Jan 25, 2006
Friends,
I have a form with four fields, date1, date2, date3 and date 4.
These have all a mm/dd/yyyy format.
I need to add an unbound control which will count in months and years the difference between the dates.
Ex.
date1: 01/01/1970
date2: 05/05/1980
date3: 06/06/1990
date4: 06/30/2001
Fields date3 and date4 may be blank, therefore the code should consider only counting the first two.
Thanks for any help.
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Aug 31, 2006
Hello to everybody.
I have a problem in calculating the difference between two dates and displaying the output into Years Months Weeks Days. My problem is that dividing the number of days by 30 and requesting an integer is not accurate enough. I have looked at Pat and Jons examples shown in these threads
http://www.access-programmers.co.uk/forums/showthread.php?t=67472
http://www.access-programmers.co.uk/forums/showthread.php?t=89051&highlight=calculating+number+months
which either method would suit me as the accurate answer is what I am after.
My problem is that not all of my records would have a start and end date. Therefore both examples would result in an error.
Can anyone please give a hint on how to perform the calculations on those fields which have dates recording the results but ignoring those fileds which do not have a start / end date.
I am having a bad day and I'm sure the answer is so easy that I am going to kick myself but having played around with the modules by limited knowledge is not enough.
Many thanks in advance
Ian
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Feb 12, 2012
I have my Data Types sent to "Date/Time" and a format YYYY/MM/DD.
What is a good method of handling approximate dates? IE: Early April 2012, or ~5/14/2012, or TBD.
Eventually, I want to create queries to calculate dates against each other.
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Jul 19, 2013
Find the difference between two dates is simple if you're simply looking for the number of days between them. However, if you're looking to express the difference in a bit more user-friendly way, you can use the following code to calculate the difference in years, months, and days. The code accounts for zero values, plurals and the Oxford comma. Further, it automatically sets the later of the two dates to the End date, so the dates can be used interchangeably.
Examples:
June 4, 2010, July 3, 2012 returns "2 Years and 29 Days"
June 4, 2010, July 5, 2011 returns "1 Year, 1 Month and 1 Day"
June 4, 2010, June 5, 2010 returns "1 Day"
Code:
Function DiffOfTwoDates(dtmDate1 As Date, dtmDate2 As Date) As String
' Written by Will Knapp, Freelance Access Developer, 2013
Dim dtmStart As Date, dtmEnd As Date
Dim strDiff As String ' Resulting String
Dim yDiff As Integer ' Year Difference
Dim mDiff As Integer ' Month Difference
Dim dDiff As Integer ' Day Difference
Dim CommaLoc As Integer
[code]....
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May 6, 2014
I am wanting to get an expression that will return the difference in years and months between 2 dates. Specifically, I want to know peoples ages in years and months based on a person's D.O.B and todays date. I have managed to do it in years:
Expr1: DateDiff("yyyy",[TBL_EmployeeDetails]![D_O_B],Date())
and in months but I would like to know how to return the difference in years and months.
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Sep 17, 2013
I am trying to create a parameter query to return dates that have 2 years remaining.
For example I have dates for when mortgages expire, and I want to recognise the dates that have two years remaining using a parameter query but I can't figure out if I use DateAdd or DateDiff.
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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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Mar 24, 2014
I have a table that lists computers I want to know the age of them for replacement purposes. I am using this function to populate a textbox on a form that updates my table. the results I am getting is a negative whole number I would like to get a positive number with one decimal place. so if computer was shipped September 24, 2010 my textbox would say 3.5 not -3
Here is my function
Code:
Private Sub Form_Load()
Dim theDate As Date
Dim age As Integer
theDate = Nz(Me.compDate.value, 0)
If theDate > 0 Then
age = DateDiff("yyyy", Now(), theDate)
Me.compAge = age
End If
End Sub
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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