Perform Fiscal Year Calculations in Microsoft Access
This seminar will teach you how to perform Fiscal Year (also called budget year or financial year) calculations in Microsoft Access. You will learn about aggregate queries, report grouping levels, and various ways to perform fiscal year calculations for one or multiple companies in the same database.
We're going to start out by learning how to calculate a simple fiscal year. We'll look at a company with a FY starting June 1st. You'll learn about the MONTH, YEAR, and IIF functions.
Next, we'll learn how to calculate totals by fiscal year using both an aggregate query and a report sorting & grouping level.
What happens if the company's fiscal year doesn't start on the 1st of a month? We'll learn how to write our own custom VBA (Visual Basic for Applications) function to calculate fiscal year data based on any start date. You'll learn about functions, parameters, return values, nested if/then statements, and more.
Finally, we'll learn how to manage a database that has to be able to calculate totals for multiple companies with different fiscal year start and end dates at the same time. This is great for accountants, attorneys, consultants, and large financial departments.
This is the perfect seminar for anyone who needs to learn how to perform calculations and generate reports based on fiscal years in their access databases. Of course, if you have any questions about whether or not this seminar is for you, please feel free to contact me. I'd be happy to answer any questions you might have.
I am using Access 2010 in this seminar, however the lessons are perfectly valid for all versions of Access from 2003 and later. It's currently 2022 and I just recently verified that everything in this seminar still works with Access 2019 and Office 365.
Enroll now so that you can watch these lessons, learn with us, post questions, and more.
Please feel free to post your questions or comments below. Thanks.
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