How to Sort Dates by Fiscal Quarter in Microsoft Access

In this Microsoft Access tutorial I will show you how to sort dates by fiscal quarter when your fiscal year does not start in January, using queries and calculated fields to shift your data for accurate fiscal reporting. We will cover calculating the fiscal quarter from any start month, adjusting order for reports, sorting issues in queries, and applying the technique with both a step-by-step method and a quick formula.

Desmond from Sarasota, Florida (a Platinum Member) asks: How can I sort the data in my table based on our fiscal year instead of the regular calendar year? Our fiscal year starts in April, so I need April to come first and March to come last. I want to make sure my reports list everything in proper fiscal order.

Members

There is no extended cut, but here is the file download:

•  File Download - Gold Members
• Fiscal Sort Code in Code Vault - Gold Members

Silver Members and up get access to view Extended Cut videos, when available. Gold Members can download the files from class plus get access to the Code Vault. If you're not a member, Join Today!

Prerequisites

• Calculated
• IIF
• Month
• Is Not Null
• Alias
• DatePart

Links

• Between Dates
• Odd or Even

Recommended Courses

• Access Fiscal Year Seminar

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Keywords

TechHelp Access, sort dates by fiscal quarter, fiscal year starting in April, shift fiscal quarters, query for fiscal order, calculated fields, DatePart function, sorting by fiscal month, sorting by fiscal day, fiscal quarter formula, integer division, modulus, aggregate queries, report grouping