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.
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
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.
My question is that I wish to have a query that looks up on a name in a form (No problem got this bit) and also the Date field from the same form so that from the date :-
example 24/03/2013 only cares about the Month and Year so would look up only March in 2013
The end result would be to supply me with a number (using count) of how many times this persons name has occurred within the calendar month and year of the date supplied in the form
AssumptionMo AssumptionYr MAY 2014 JUN 2015 JUL 2015 OCT 2016
I need to create a field called AssumpDate that converts the month into a date field on the 1st day of the month. ex May 2014 needs to read 5/1/2014. When I use the expression AssumpDate: DateValue("1-" & [Assumption_Month] & "-" & Year(Date())) of course the year changes to the current one--2015. How can I I change the expression so that the year is based on the AssumptionYr column?
Is there a way to take today's date and calculate the last day of the last month? Without the user needing to enter any parameters. In other words, if I ran the query today with this criteria, it would only show information for April 30, 2013. Is that possible?
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?....
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?
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 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));
I have written a user defined function that calculates the end of the current month. This I named EndOfThisMonth. It works well as a function. Now I would like to use it as date criteria to include in a query. The function is included as such EndOfThisMonth().
The field on which this function is to enter as a criteria is another calculated date function called Due.
When I run this query I get an error message saying Undefined Function 'EndOfThisMonth' in expression.
I am trying to calculate when the next test date is. It is 10 years from the last test but not until the end of whatever year it is in.So if the date is 5/1/02 then the next test is not due until 12/31/12. I have used this code
can i change date format that contain day, month, and year to month and year only.. i try change at fromat at porperties, but it change back into dd/mm/yy at combo box.. this is bcoz i want to filter up my subform that contain parts that purchased by customer by month..
Can someone tell me how to get year to date totals, month to date totals, week to dates in a query? I need to get all three for three different fields.
I was not able to get the totals with the formulas given. I received the totals for each day instead. Are there any other suggestions? I am trying to different formulas, but they are not working either. I did try doing different queries with the formulas to see if that would work.
I have chart in ADP project/MS SQL Express and I want to see in chart table (date Field, data field) grouped by year and month: 2005.01, 2005.02, 2005.03.... I try this str = DATENAME(yyyy,date)+ DATENAME(m,date), SUM(data) FROM table GROUP BY DATENAME(yyyy,date)+ DATENAME(m,date) ORDER BY DATENAME(yyyy,date)+ DATENAME(m,date)
problem is with sorting: 2005April, 2005februar,2005,Januar - its sorting not by date, but alpabhetic.
Hey guys.... stucked in one thing..... I need to extract Month and Year together from a date in a Query. for example if date is 4/19/2007 i want to put this as April 2007.
I have a table a year month day 2005 1 1 2005 3 1 2006 5 1 I want to generate the associateed 1/1/2005 3/1/2005 5/1/2005 which funciton I can use to do that?
I have a need to enter dates so that they always appear as the first of the month. These dates are used in vlookup functions in Excel and need to be constantly recorded as eg 1 Nov 06. Currently I have to rely on notes and training to make sure users only insert the date in this way.
What I would like to do is get them to enter Nov 06 only (without a day) and have that stored as 1 nov 06. I have searched for date formatting functions and nothing addresses this. Perhaps it is something that could be achieved using VB if it is possible to do it.
I need to use VBA to get a string which is essentially just a month and year (so date, not including day)
Would Prefer it to be 04/15 as opposed to April-15, as the number is easier to sort than the word (how to sort month names in numerical order as opposed to alphabetical id).
So that I assume i could do by =format(now(), mm/yy) (though havent actually tested it)
However to add to the complexity id also need to add a month to it, so for instance todays date is 08/04/15, id need the string to read "05/15"
or if the date was 10/12/15 id need the string to read "01/16"
I always have a problem getting this to work without a lot of effort and I know it should be easier than I make it out to be. Problem is say I have a bunch of records I need to summarize by month. Say Dec 05, Jan 06, Feb 06, etc. When I bring down the date col, I do something like:
Format([date],"mmm - yy")
And do a totals query with a second col that returns say a count for each period. This works fine except that when I sort I get Dec 05, Feb 06, Jan 06, etc.
How can I do this with out having to create a third col to do the sorting stuff? Should I somehow wait until the data gets to the report to do the date format stuff???
