quarterly dates

P

pctaltom

Can you re-define the dates for the "Quarters". I would like to define the
quarters per our compnaies physcal year vs. the standard calander year.
 
K

Ken Sheridan

If your accounting year starts on the first day of a month then you can
subtract the number of months so that the quarter is returned on the basis of
the calendar year, e.g. for an accounting year starting 1 April.

DatePart("q",DateAdd("m",-3, [TransactionDate]))

For an accounting year starting on a day other than the first of a month,
e.g. the UK fiscal year starting on 6 April you'd have to subtract the days
as well:

DatePart("q",DateAdd("d",-5,DateAdd("m",-3, [TransactionDate])))

Ken Sheridan
Stafford, England
 
P

pctaltom

Thanks for the info and format. That's what I thought I would end up having
to do. Had hoped there was a place to re-define the dates of the quarters to
make it easier.

Todd Altom
Arkansas, USA

Ken Sheridan said:
If your accounting year starts on the first day of a month then you can
subtract the number of months so that the quarter is returned on the basis of
the calendar year, e.g. for an accounting year starting 1 April.

DatePart("q",DateAdd("m",-3, [TransactionDate]))

For an accounting year starting on a day other than the first of a month,
e.g. the UK fiscal year starting on 6 April you'd have to subtract the days
as well:

DatePart("q",DateAdd("d",-5,DateAdd("m",-3, [TransactionDate])))

Ken Sheridan
Stafford, England

pctaltom said:
Can you re-define the dates for the "Quarters". I would like to define the
quarters per our compnaies physcal year vs. the standard calander year.
Click to expand...
Click to expand...
 
P

pctaltom

Hate to be a pest but where should I insert this formula? Tried using it as
criteria in the Date Received by Quarter box (in the query) but that doesn't
work? Would I use it in the Date Received box in the table? I've not had a
lot of experience in Access. I'm more of an Excel guy.

Thanks,

Ken Sheridan said:
If your accounting year starts on the first day of a month then you can
subtract the number of months so that the quarter is returned on the basis of
the calendar year, e.g. for an accounting year starting 1 April.

DatePart("q",DateAdd("m",-3, [TransactionDate]))

For an accounting year starting on a day other than the first of a month,
e.g. the UK fiscal year starting on 6 April you'd have to subtract the days
as well:

DatePart("q",DateAdd("d",-5,DateAdd("m",-3, [TransactionDate])))

Ken Sheridan
Stafford, England

pctaltom said:
Can you re-define the dates for the "Quarters". I would like to define the
quarters per our compnaies physcal year vs. the standard calander year.
Click to expand...
Click to expand...
 
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