Fiscal year

  • Thread starter Thread starter David Gerstman
  • Start date Start date
D

David Gerstman

I am supposed to create a list that includes both the date and fiscal year.

Is there a way to work a query so that it will add 1 to the year if it's
October or later, and leave the year as is if it's earlier than October?

I can do a query that will do one or the other. Is there any way to combine
the two possibilities?

Or is it better calculating the fiscal year in the initial table?
 
David

I'd recommend keeping a 'real' date in your table and using a function to
"calculate" the corresponding fiscal year. Use the function in your query
to display the fiscal year.

Regards

Jeff Boyce
Microsoft Office/Access MVP
 
If all of October, November, and December 2008 should be considered as part
of the 2009 year, you could use an expression like this in the Field row in
query design
FiscalYear: Year(DateAdd("m", 3, [SaleDate]))
substituting your field name for SaleDate.
 
Thank you, it worked perfectly!

David

Allen Browne said:
If all of October, November, and December 2008 should be considered as part
of the 2009 year, you could use an expression like this in the Field row in
query design
FiscalYear: Year(DateAdd("m", 3, [SaleDate]))
substituting your field name for SaleDate.

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

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

David Gerstman said:
I am supposed to create a list that includes both the date and fiscal year.

Is there a way to work a query so that it will add 1 to the year if it's
October or later, and leave the year as is if it's earlier than October?

I can do a query that will do one or the other. Is there any way to
combine
the two possibilities?

Or is it better calculating the fiscal year in the initial table?
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