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  1. #1
    Star Lounger
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    group by financial year (97)

    hi. i'd like to group a report based on a financial year. can this be done? i know you can group by quarter, but this is not what i'm after. i'd like the report to look like it does when you group by year, but i'd like the year to be a financial one instead. thanks for any help. Van <img src=/S/hairout.gif border=0 alt=hairout width=31 height=23>

  2. #2
    Gold Lounger
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    Re: group by financial year (97)

    I've done this by adding an expression that produces the fiscal year for the date involved, then Group on this in my report.
    Mark Liquorman
    See my website for Tips & Downloads and for my Liquorman Utilities.

  3. #3
    Plutonium Lounger
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    Re: group by financial year (97)

    Use a calculated expression in a query or in the Sorting and Grouping window of the report. for example, say that you have a field TransactionDate, and that the fiscal year is from April 1 to March 31. The expression DateAdd("m", -3, <transactionDate>) shifts the date 3 months back, so 4/1 becomes 1/1, 9/1 becomes 6/1 and 3/31 becomes 12/31. You can group by year on this calculated date, or go one step further and calculate the year explicitly: Year(DateAdd("m", -3, <transactionDate>)) and group on that.

  4. #4
    Star Lounger
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    Re: group by financial year (97)

    thanks heaps Mark. It's easy when you know how. <img src=/S/cheers.gif border=0 alt=cheers width=30 height=16>

  5. #5
    Star Lounger
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    Re: group by financial year (97)

    thanks Hans. there's more than one way to skin a cat! Van

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