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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 
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?
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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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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...
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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...
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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...
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Better way to design table Upload Images   Link 
Soorajsen Foolell 
8 years ago

OrderDate DateTime NOT NULL,
Here i have created an order table with query and tested with access 2010 , it works! Read More...
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Upload Images   Link 
soorajsen foolell 
8 years ago
Each company name should be unique for each fiscal year.
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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 
8 years ago
Perhaps you know it as 4-4-5_Calendar?
See the following reference:

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...
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