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Access Fiscal Year Seminar
By Richard Rost   Richard Rost on Twitter Richard Rost on LinkedIn Email Richard Rost   8 years ago

Well, I wasn't planning on making this a seminar, but at least three different customers asked me about this over the past two weeks, and one of them really needed to learn how to do it, and he submitted it as a PAID TechHelp question. So... I decided to turn it into a short seminar.

This Fiscal Year Seminar will teach you how to perform calculations in your Access databases based on a company's fiscal year. You will...

1. Learn how to calculate a simple fiscal year (starting 6/1, for example)
2. Create sales totals with an aggregate query or report grouping
3. Calculate fiscal year not based on the 1st of a month
4. Determine fiscal year for multiple companies in the same database

You can watch the free introductory and review lessons, and learn more about this seminar here: Microsoft Access Fiscal Year Seminar

Fiscal Year Upload Images   Link  
Mario Mirelli 
9 months ago
How do you set a database to only show data from one Fiscal Year.
Id like to have the ability to switch financial years from  a database settings form. So if its an accounting database Id like to switch years using a settings form that when set would show only transactions from that Financial Year. Cheers
Richard Rost
9 months ago
Correct me if I'm wrong (it's been 8 years since I recorded that seminar) but can't you just do that with a simple query?
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Missing HB Upload Images   Link  
Edward Soares 
3 years ago
Hi Richard
I am not able to view the handbook on the "Access Fiscal Year" (Access SEMACFISCAL Handbook) via the Theater Home"

Can you please look into it.  Thanks

Reply from Alex Hedley:
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When your fiscal year starts Upload Images   Link  
Bruce Reynolds 
8 years ago
The VBA function as defined in 06:26 of this video may not be taking the valid approach. I think the function should be redefined as follows:

Public Function MyFiscalYear(DateIn As Date) As Integer
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