Fiscal year - Please help!!

  • Thread starter Thread starter Shawn
  • Start date Start date
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Shawn

How do I create a report /query that will pull my data by
fiscal year instead of calendar year? I'm trying to build
a report that shows data by fiscal quarter and I'm running
into a roadblock. Please help!!
 
Type a calculated field into the Field column of your query (in query design
view).

Something like this:
FiscalYear: Year(DateAdd("m", 6, [InvoiceDate]))

You can then group by that field in your report.
 
The quarters still come up as calendar quarters and not
fiscal quarters. Any solutions?

-----Original Message-----
Type a calculated field into the Field column of your query (in query design
view).

Something like this:
FiscalYear: Year(DateAdd("m", 6, [InvoiceDate]))

You can then group by that field in your report.

--
Allen Browne - Microsoft MVP. Perth, Western Australia.

Reply to group, rather than allenbrowne at mvps dot org.

How do I create a report /query that will pull my data by
fiscal year instead of calendar year? I'm trying to build
a report that shows data by fiscal quarter and I'm running
into a roadblock. Please help!!
Click to expand...


.
Click to expand...
 
Disregard. I found the solution. Thanks!
-----Original Message-----
The quarters still come up as calendar quarters and not
fiscal quarters. Any solutions?

-----Original Message-----
Type a calculated field into the Field column of your query (in query design
view).

Something like this:
FiscalYear: Year(DateAdd("m", 6, [InvoiceDate]))

You can then group by that field in your report.

--
Allen Browne - Microsoft MVP. Perth, Western Australia.

Reply to group, rather than allenbrowne at mvps dot org.

How do I create a report /query that will pull my data by
fiscal year instead of calendar year? I'm trying to build
a report that shows data by fiscal quarter and I'm running
into a roadblock. Please help!!
Click to expand...


.
Click to expand...
.
Click to expand...
 
I've added the year and month fields to my query, but I
have one problem.

ex. Fiscal year begins 12/1/2001; data shows fiscal year
12/2001 when it's actually the 1st month of FY 2002.

How can I change this to reflect December as the next
year? Also, how can I group these into quarters on the
fiscal year dates? The current query groups all data into
Q1 and Q4 and shows nothing for Q3 and Q4.
-----Original Message-----
Type a calculated field into the Field column of your query (in query design
view).

Something like this:
FiscalYear: Year(DateAdd("m", 6, [InvoiceDate]))

You can then group by that field in your report.

--
Allen Browne - Microsoft MVP. Perth, Western Australia.

Reply to group, rather than allenbrowne at mvps dot org.

How do I create a report /query that will pull my data by
fiscal year instead of calendar year? I'm trying to build
a report that shows data by fiscal quarter and I'm running
into a roadblock. Please help!!
Click to expand...


.
Click to expand...
 
No: you don't need month and year fields. You just need to add 1 month to
the field, and then take the year of the result. That forces December into
the following year.

Your calculated query field will look like this:
FinYear: Year(DateAdd("m", 1, [SomeField])

--
Allen Browne - Microsoft MVP. Perth, Western Australia.

Reply to group, rather than allenbrowne at mvps dot org.

Shawn said:
I've added the year and month fields to my query, but I
have one problem.

ex. Fiscal year begins 12/1/2001; data shows fiscal year
12/2001 when it's actually the 1st month of FY 2002.

How can I change this to reflect December as the next
year? Also, how can I group these into quarters on the
fiscal year dates? The current query groups all data into
Q1 and Q4 and shows nothing for Q3 and Q4.
-----Original Message-----
Type a calculated field into the Field column of your query (in query design
view).

Something like this:
FiscalYear: Year(DateAdd("m", 6, [InvoiceDate]))

You can then group by that field in your report.

--
Allen Browne - Microsoft MVP. Perth, Western Australia.

Reply to group, rather than allenbrowne at mvps dot org.

How do I create a report /query that will pull my data by
fiscal year instead of calendar year? I'm trying to build
a report that shows data by fiscal quarter and I'm running
into a roadblock. Please help!!
Click to expand...


.
Click to expand...
Click to expand...
 
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