Re: How do I setup Fiscal Yr to begin in October in Access
- From: Deb <Deb@xxxxxxxxxxxxxxxxxxxxxxxxx>
- Date: Mon, 18 Aug 2008 09:14:01 -0700
Yes Bob, our weeks run Sunday to Saturday, but come Oct 1st, it's a new FY no
matter what day it falls. I don't have multiple tables. I have one Client
Info tabel and a qazillion queries. The report needs to reflect which
reporting quarter the post test reading, post test math & language was taken.
example: if the client post tested today in reading, he/she would be in the
4th quarter of the FY. If this same client posted in math on Oct. 1st,
he/she would be in 1st quarter of FY 2009. In my Assessment query I have for
the columns headings from the Client Info table:
Last Name, First Name, Numerator, Denominator, Assessment Date, Tested Out
At Assessement, Pre Reading Grade Level, Reading Scale 1 0 to 367, Reading
Scale 2 368 to 460, Reading Scale 3 461 to 517, Reading Scale 4 518 to 566,
Post Reading Date, Post Reading Score, Inc. Reading, Ach. Reading Literacy,
Exit Date, 1 Year Anniversary, 2 Year Anniversary, 3 Year Anniversary, Post
Reading Reporting Quarter: "Qrt" & DatePart("q",[Post Reading Date]). I need
this to reflect the FY beginning in Oct. I have the same set up for the Math
& Language query columns as above in the same query.
"Bob Barrows [MVP]" wrote:
Bob Barrows [MVP] wrote:.
Deb wrote:
I'm using 2003. I'm trying to set up a query for assessment testingThe easiest way is to use a calendar table
that is reported quarterly. The FY begins in October instead of Jan.
I have the quarter column set up for the beginning assessment date
but it is calculating from the system's current FY. I have columns
for Post Reading Date, Post Math Date, Post Language Date. I want
the quater column to reflect when the reporting data is due by the FY
beginning in October?
This was assuming that your fiscal weeks and months (FM) always begin on
Sunday, which is the case in my company. For example, in this scenario,
FM 1-2009 might begin on 5-Oct this year (or, depending on how the
accountants define it, 28-Sep). In this situation, simply adding 3
months to 1-Oct 2008, which should be in FM 12-2008, would result in the
wrong fiscal year and month (1-2009).
If your fiscal months always begin on the first of the calendar months,
then the solutions suggested by the other responders will work fine.
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- From: Deb
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- From: Bob Barrows [MVP]
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