Fiscal Month (1 Viewer)

[krc547]

I have a database set up and I need the report to return the data by fiscal year and fiscal month. For example our fiscal year runs from July 1 through June 30. So I would need the report to list the months from July to June with fiscal year.

 

[June7]

Calculate field(s) in table or query that can return the correct FY and month from some date value. Can extract FY and month in separate fields or combine. What format do you want to have for FY? Would Jul 1 2022 - Jun 30 2023 be 22-23 or 23? Prefix with "FY"?

"FY" & Year(MyDateField) + IIf(Month(MyDateField) > 6, 1, 0, ) AS FY

If you want just the month number: Month(MyDateField). Calculate month text: Format(MyDateField, "mmm").

 

[krc547]

It would be Fiscal Year 23

 

[June7]

Adapt my suggested code as appropriate.

 

[krc547]

Adapt my suggested code as appropriate.

Thank you, that worked