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.
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!!
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.
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?
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.
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)?
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?
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?
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.
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.
I am trying to create a running total query that aggregates project funding by fiscal year. The fiscal year is calculated based on a date time field that is never null. The totals field comes from 2 different number fields that are either 0 or > 0. The query is going to be linked to by Excel, so I have to do the running total in the query itself, vs. a report.It is close to working, except that it is not totalling the first fiscal year. The output surrently looks like this:
As you can see, the first row for FY 2010 is blank. I know there is data there, as this query is fed by a subquery that selects these rows based on contract signed date. Below is the SQL of each query:
Code: SELECT Year([DateContractSigned])-IIf([DateContractSigned]<DateSerial(Year([DateContractSigned]),4,1),1,0)+1 AS FYearExport FROM tblProject GROUP BY Year([DateContractSigned])-IIf([DateContractSigned]<DateSerial(Year([DateContractSigned]),4,1),1,0)+1, tblProject.ProjID, tblProject.FPAccepted HAVING (((tblProject.FPAccepted)=True));
Issue: We are trying to remove duplicate information for one fiscal year in an ODBC then import and append the correct information from an Excel spreadsheet. The process we have followed is
Copy Master Access file and paste new file (to test, so we do not loose original data)Rename new file TEST.accdbCreate a delete query for Fiscal Year dataDelete information for duplicated Fiscal yearImport correct Fiscal Year information to a new table from ExcelAppend table to master table (ODBC)
Questions:
After being granted permission to delete information, it worked once and now no longer works. When the permissions are reviewed it appears that everything is still granted but the following message is received:
Why does Access change all copies of SDA, even if filenames are different and in different folders?
When we append table, why does it duplicate information?
How do you grab a custom Fiscal Year's values based on the system clock's date?
I am building a query where I want to see the number of closed cases based on the current custom fiscal year with the system clocks date. The report that it feeds only cares about the current FY.
I need the System Clock's FY value in this query
Code: SELECT shortname AS Station, NZ(TotalCount.TotalCases,0) AS [Cases Complete] FROM StationList LEFT JOIN (SELECT station, count([Open Issues].ID) AS TotalCases FROM [Open Issues] WHERE [Status]="Closed" GROUP BY Station) AS TotalCount ON StationList.shortname =TotalCount.station;
Within the Query Open Issues I have the FY broken up
Date of Birth (DOB) field etc. in one program are text - how do I make another file with the same data into number fields for Date of Birth field etc? When I copy data to file that has number fields the 09252004 is changed to 9252004. Can I get reports with the correct Date of Birth in them by moving data from text file to number file?
There is data entered monthly in file and formula has been set up for January, February etc as ---quarter: Int(([month]-1)/3)+1. I would like formula for the fiscal year for April to be counted as month 1, May - month 2, June as month 3, July as month 4, August as month 5, Sept as month 6, October as month 7, Nov as month 8, Dec as month 9, Jan as month 10, Feb as month 11 and March as month 12.
I have a database that keeps track of employees absences and tardies but after a certain amount of time is the data valid. I want to be able to type into my text box a date and have the query collect all infromation a year back. I know how to do it if I was just using the current date but how do I pull the information from a date a user can input?
In the date field I have the following: =[form]![selectdate]![date]< 365 I've even tried [form]![select]![date] - 365
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.
I have a date field that is just a typical date field. When I do a query, I want to look up by just the YEAR in that date field. Can I do that or do i need a separate text field with JUST the year entered in? or can i have a field in my table that just looks up the main date field and displays/uses ONLY the year??
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,
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 split my db to front-end and back-end. 20 users are using the database. But now I have the problem: In my admin front-end db I created a new table and some reports to the table, but this new table I have only in my front-end db and it doesnot appeares in back-end db - so that other users has no data in hte report for the new table. How I can create new table to be in back-and table too?
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.
