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  1. #1
    cactuspete13 is offline Advanced Beginner
    Windows 7 64bit Access 2007
    Join Date
    Dec 2012
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    53

    Show current FY in query


    I am trying to set up 4 queries to pull the current and the past three fiscal years (separate queries, one for current, one for current minus one, current minus two, current minus three) but cannot find a working example. I'm trying to build a database that will require limited upkeep and avoid creating a separate query and report for each fiscal year for the next decade or two so any help would be extremely appreciated.

  2. #2
    June7's Avatar
    June7 is online now VIP
    Windows XP Access 2010 32bit
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    May 2011
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    What is your fiscal year - Jun-Jul or Sep-Oct?

    Say fiscal year is Jun 2012 - July 2013 - is that FY2013? Or do you want to call it FY12-13?

    Assume there is a date field so can calculate the FY each record falls in.

    Google: Access calculate fiscal year

    http://support.microsoft.com/kb/210249
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

  3. #3
    cactuspete13 is offline Advanced Beginner
    Windows 7 64bit Access 2007
    Join Date
    Dec 2012
    Posts
    53
    Our fiscal year is 1 Oct - 30 Sep.

    What I am aiming for is to build a query that feeds a report that show only information when the date falls in the current FY. So, if someone was to run the report linked to the currentFY query today, it would show FY13 information; if they run the report linked to the previousFY query, it would show the FY12 information. Two years from now, when they run those same two reports, it displays FY15 and FY14 information, respectively. I'm also trying to set this up so that it requires the least amount of upkeep.

  4. #4
    June7's Avatar
    June7 is online now VIP
    Windows XP Access 2010 32bit
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    Need to calculate fy for each record. Use date field. Then use the calculated fy field to filter records.
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

Please reply to this thread with any new information or opinions.

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