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 :: Running Total Query Not Calculating First Fiscal Year

Aug 5, 2014

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:

FYear BudgetedCostIndCont Commitment
2010
2011 8585643 4742000 3843643
2012 2297116511432165 11539000
2013 3618726216963282 19223980
2014 4457769020706644 23871046
2015 4963815023206644 26431506

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));

and the Aggregate query:

Code:
SELECT qryDashboardChart1.FYearExport,
DSum("[BudgetedCost]","tblProject","Year([DateContractSigned])<=" & [FyearExport]-1 & "")
AS RunTotBudgetedCost, ([RunTotBudgetedCost]-[RunTotTECTERRACommitment])

[code]....

I should also mention that I cannot implement the NZ() function, as Excel balks at this when trying to link to Access queries.

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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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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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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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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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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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HELP: Changing Dates To FY (fiscal Year) And YTD (year-to-date) Values

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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Queries :: Grab Custom Fiscal Year Count Based On System Clock Date

Aug 13, 2015

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

Code:
fiscalYear: IIf(Month([Issues].[Opened Date])>=10,"FY" & Year(DateAdd("yyyy",1,[Issues].[Opened Date])),"FY" & Year([Issues].[Opened Date]))

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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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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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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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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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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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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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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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Unable To Remove Duplicate Information For One Fiscal Year In ODBC

Aug 25, 2014

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?

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Calculating MTD And YTD Sales For Report

Dec 1, 2005

I have been stuck on this one for a while. I have an Access 2003 Database that I need to calculate the MTD sales and the YTD sales of parts ordered

Here are the relevant tables and thier attributes
Part -
PartNum
Description
UnitPrice
OnHand
ReorderPoint

Orders -
OrderNum
OrderDate
CustomerNum
CustomerPONum

OrderDetail -
PartNum
NumOrdered (Quantity)
QuotedPrice
NumShipped

If I have left anything off that may be vital please ask and I will supply the info. I need this info ASAP though.
I think the answer has something to do with the Date() and CurrentDate() but I have no clue. Please let me first know the queries I need to run and that should be it. I just need to put MTD and YTD Sales in a report.

I REALIZED THIS SHOULD BE A QUERY THIS WILL BE POSTED IN QUERY INSTEAD

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Too Many Fields - One Year Of Weekly Sales Data

Sep 6, 2007

I'm new to Access, and I've been able to figure out a way around most of the problems I've run up against, but this one has me completely stumped. I would really appreciate any help!

I need to create a query that will produce a report that will follow the sales performance data of new agents for one year. I need to have two pieces of data for each week: number of policies sold and total value of policies.

The format looks like this:

Jan1 Jan2 Jan3 Jan4 Feb1
Number 12 4 6 3 6
Value 1554 320 229 221 1824

I have been pulling weekly sales data from an external database weekly and importing it into individual tables in my Access database. I had no problem for the first 3 months, but now I am getting the error message "Too Many Fields". If I understand it right, you can have up to 255 fields in a query. I don't have anywhere near that many. What could be wrong?

Any suggestions would be greatly appreciated!

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I Want A Form Like In Northwind Sample Database: Summary Of Sales By Year Report.

Jan 9, 2006

Hi,
I have a problem with form design,
I want a form like in Northwind sample database: Summary of Sales by Year Report.
It use Sorting and Grouping for Footer that I can't find it in Form design.
Is it any other way to do it in Form design so I can get the same result like in Report design?.
The reason why I want it, because I want to control the size.
thankyou in advance for your help.

Gunawan.

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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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I have a report that is calculating account revenue for my sales reps. I am able to generate the report, group by the sales rep and then total their total account revenue. Now I want to group on the total field that I just calculated. How do I do that?

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Number Fields In Text To Number Field, Formula For Fiscal Year

Nov 26, 2004

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.

Thank you

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Queries :: Table Of End Of Week Sales - Query Where There Is No Match

May 4, 2014

I have a table of end of week sales with ProductID, Volume_Sold, Year and WeekNo. I am about to create a historical table of RRP.

What is the best way to set this out so that I can query the two tables to that when I run a query over the two tables I get the correct price depending on the year and week number I am working with.

tblSales
Year int,
Week int,
CountryCode nvarchar (2),
StoreNo, nvarchar (35),
ProductId nvarchar (15),
Volume_Sold int;

My new table
"tblRRP"
Could contain
Year int,
Week int,
CountryCode nvarchar (2),
ProductId nvarchar (15),
RRP float;

The table is only appended to when the price changes. So some products may have a price increase 2 or 3 times a year others once every 18 months. And if the price changes any calculations need to allow for the 2 or 3 different RRPs the Product may have had during the queried period.

So that when I do year on year revenue calculations it works properly.

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