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Access Fiscal Year Seminar

Perform Fiscal Year Calculations in Microsoft Access


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Welcome

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.

Resources

Relationships Covered

  • Learn how to calculate a simple fiscal year
  • Create sales totals with an aggregate query
  • Create sales totals with report grouping
  • Fiscal year not based on the 1st of a month
  • Determine fiscal year for multiple companies

Topics Covered

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.

 

Pre-Requisites

It is strongly recommended that you have completed my entire Access Beginner and Expert series.

Version

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 Today

Enroll now so that you can watch these lessons, learn with us, post questions, and more.

Questions?

Please feel free to post your questions or comments below. Thanks.

Keywords

microsoft access fiscal, fiscal year, month, day, calculate fiscal, tax year, financial year, budget year, financial statements

 

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Keywords: access seminar microsoft access fiscal, fiscal year, month, day, calculate fiscal, tax year, financial year, budget year, financial statements  Page Tag: whatsnew  PermaLink  Microsoft Access Fiscal Year Seminar