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 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));
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.
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'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?
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!!!
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?
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.
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.
Below is a sample from the query. I guess Im just not sure where to start since there are multiple months the same value, but i need them to total up..
Code: SELECT DISTINCTROW tblBlotter.ID, Format$([tblBlotter].[EntryDate],'mmmm yyyy') AS [Month], Sum(IIf([CKPoliceResponse],1,0)) AS PoliceResponseTrue, Sum(IIf([CKTerminalCheck],1,0)) AS TerminalCheckTrue, Sum(IIf([CKRampCheck],1,0)) AS RampCheckTrue, Sum(IIf([CKAOACheck],1,0)) AS AOACheckTrue, ([TerminalCheckTrue]+[RampCheckTrue]+[AOACheckTrue]) AS TotalTerminalRampAOA, ([PoliceResponseTrue]+[TerminalCheckTrue]+[RampCheckTrue]+[AOACheckTrue]) AS TotalChecks FROM tblBlotter GROUP BY tblBlotter.ID, Format$([tblBlotter].[EntryDate],'mmmm yyyy'), Year([tblBlotter].[EntryDate])*12+DatePart('m',[tblBlotter].[EntryDate])-1, Year([tblBlotter].[EntryTime])*12+DatePart('m',[tblBlotter].[EntryTime])-1;
I quess it should be simple. But I couldn't find an answer or example in Access books and online. I have an access 2000 database with a Accounts Receivable table. I am building a query that returns accounts what are 60 days past due and calculating total ballance of ONLY past 60 days accounts. I managed to write a code to display 60 days past due acounts, but when I use UNION query, it calculates total from entire Accounts Receivable table, but I need only total ballance of past due accounts.
Here is my SQL code
SELECT [Accounts Receivable].InvoiceID, [Accounts Receivable].[Patient Last Name], [Accounts Receivable].[Patient#], [Accounts Receivable].InvoiceDate, [Accounts Receivable].PaymentAmount FROM [Accounts Receivable] WHERE ((([Accounts Receivable].InvoiceDate)<Date()-60)) UNION SELECT 'TOTAL', "","","",Sum([Accounts Receivable].PaymentAmount) FROM [Accounts Receivable];
I need my query to look like this.
InvoiceID Patient Last Name Invoice Date Payment Amount
23 Smith 05/01/2007 $100 25 Doe 04/03/2007 $200 Total - - $300
Hi, Attached is a project I'm working on. We want to calculate the total delays on each day. In a form called 'main' there is a subform for the delays on that date. But the 'Total Delays' control does not work. I have used the following format to get the total from the subform: =Delays.Forms!TotalDelay 'TotalDelay' is the name of the control which calculates the total of the delays within the subform. I have used the =[Delays].[Forms]![TotalDelay] format in other projects and it works. However in this program when I want to save the form, the control source is changed to :=Delays.Forms!TotalDelay (the brackets are removed) Thank you
I am currently making a database project for a school assignment.
I have based the project idea on a local hotel, which consits of a diffrent price dependant on the date booked.
So i have set up a table called "prices" which consits of the following fields:
PriceID RoomID * Price Start Date End Date
the RoomID is the foreign key, as it is linked (one-to-many) with my Room's table, which consists of the following fields:
RoomID * Room Number .. (unecessary fields for the problem)
The room ID is also linked to the bookings table (again one-to-many) with the bookings table consisting of:
BookingID CustomerID RoomID Start Date End Date ... (uneccessary fields)
what i am hoping to do is (i assume) make a query that will calculate the cost the customer has to pay. So it will look at the start and end date booked in the bookings table and comapre it to the dates in prices table, and find out the cost from this....
any help on going about this would be greatly appreciated, and i hope i have supplied sufficient information (i'll try attach a graphical image of the relationships if that is helpful?)
