Access 2007-2019
Access 2000-2003
Access Seminars
TechHelp Support
Tips & Tricks
Access Forum
Course Index
Topic Glossary
Insider Circle
 
Home   Courses   Seminars   Templates   Help   TechHelp   Forums   Contact   Join   Order   Logon  
 
 
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 
5 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
5 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?
Add a Reply
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: Read More...
Add a Reply
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 Read More...
Add a Reply
This VBA function works Upload Images   Link 
Bruce Reynolds 
8 years ago
This VBA function works EXACTLY the same way in Excel. I got two for the price of one!!!


Reply from Richard Rost:

You mean the PMT function? Yeah, it's the same function. Excel does have some additional financial functions that Access doesn't have (for the real financial nerds) but the important ones are included in Access. Read More...
Add a Reply
search in list box Upload Images   Link 
soorajsen foolell 
8 years ago
what would happen if an accountant has only 2 clients but with different fiscal years and he has to search a company by name in a list box.


Reply from Richard Rost:

Searching for a client using a COMBO box is a whole different tutorial. I cover that in my Access Beginner 8 class. If you want even MORE options for searching, take a look at my SEARCH SEMINAR. Read More...
Add a Reply
Fiscal year should have begin with opening day and Upload Images   Link 
soorajsen foolell 
8 years ago
Fiscal year should have begin with opening day and closing day .
Like #1/1/2012# (opening day) and #31/12/12# ( closing day)  also.

How would you navigate  the opening and closing day with Date Time Picker. Read More...
Add a Reply
Better way to design table Upload Images   Link 
Soorajsen Foolell 
8 years ago
CREATE TABLE  Order

(OrderId AUTOINCREMENT (1,1)  PRIMARY KEY ,
OrderDate DateTime NOT NULL,
,
Amount  CURRENCY
)
Here i have created an order table with query and tested with access 2010 , it works! Read More...
Add a Reply
Upload Images   Link 
soorajsen foolell 
8 years ago
Each company name should be unique for each fiscal year.
Add a Reply
Better way to design table Upload Images   Link 
soorajsen foolell 
8 years ago
Better way to design table is with the use of query , it gives you more power and control over your table.


Reply from Richard Rost:

I don't understand what you mean. How do you design a table with the use of a query? Can you please explain in more detail? Read More...
Add a Reply
Fiscal Periods Upload Images   Link 
Jerry 
8 years ago
Perhaps you know it as 4-4-5_Calendar?
See the following reference:
http://en.wikipedia.org/wiki/4-4-5_Calendar



Reply from Richard Rost:

Ah, yes. This is another perfectly valid method of calculating a fiscal year. It's not as commonly used as a simple fiscal year, but if enough people are interested in seeing this method, I can certainly put something together as an addendum to the seminar. It's a lot more difficult to calculate, but it's certainly doable. Read More...
Add a Reply

Show Older Comments...
View in Table Format

Start a NEW Conversation
 
Only students may post right now. Click here for more information on how you can set up an account. If you are a student, please LOG ON first.
 
Subscribe
 

You may want to read these articles from the 599CD News:

7/29/2021Event Enrollment
7/28/2021Membership Database
7/27/2021Quick Queries #5
7/27/2021Loop Thru Fields in Table
7/26/2021First Monday
7/25/2021Missing Months
7/24/2021Center Vertically
7/23/2021DCount
7/22/2021Buy Access
7/21/202164-Bit Access
 

Learn
 
Access - index
Excel - index
Word - index
Windows - index
PowerPoint - index
Photoshop - index
Visual Basic - index
ASP - index
Seminars
More...
Customers
 
Account Login
Online Theater
Downloads
Lost Password
Memberships
Student Databases
Change Email
Info
 
Latest News
New Releases
User Forums
Topic Glossary
Tips & Tricks
Search The Site
Code Vault
Collapse Menus
Help
 
Customer Support
Web Site Tour
FAQs
TechHelp
Consulting Services
About
 
Background
Testimonials
Jobs
Affiliate Program
Richard Rost
Free Lessons
Mailing List
Order
 
Video Tutorials
Handbooks
Memberships
Learning Connection
Idiot's Guide to Excel
Volume Discounts
Payment Info
Shipping
Terms of Sale
Contact
 
Contact Info
Support Policy
Email Richard
Mailing Address
Phone Number
Fax Number
Course Survey
Blog RSS Feed    Twitter

YouTube Channel    LinkedIn
Keywords: access fiscal year seminar  Page Tag: whatsnew  PermaLink