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  1. #1
    Star Lounger
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    Grouping by financial year (XP/SP3)

    I want to group a report in quarters (I can do that) but on Financial Years (July to June) rather than the calendar one. I guess I can do some fast footwork in code behind the report but has anyone found a relatively easy way to do this? Essentially, I want to produce details with totals per quarter and a grand total for the financial year.

    Signed: Hopeful.

    Graeme.

  2. #2
    Plutonium Lounger
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    Re: Grouping by financial year (XP/SP3)

    It can be done without code. See for example the threads starting at <post#=152276>post 152276</post#> or <post#=283611>post 283611</post#>.

  3. #3
    Platinum Lounger
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    Re: Grouping by financial year (XP/SP3)

    What you could do in the query behind the report is to use choose for the financial quarter, viz:
    FinQtr: Choose(Month(TransDate), 3, 3, 3, 4, 4, 4, 1, 1, 1, 2, 2, 2)

    This selects quarter 3 for months 1,2 and 3, quarter 4 for months 4, 5, 6, quarter 1 for months 7, 8, 9 and quarter 2 for months 10, 11, 12.

    Use Hans's example to generate the Financial Year.

    Then use both these fields in the Sorting/Grouping window.

  4. #4
    Star Lounger
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    Re: Grouping by financial year (XP/SP3)

    Many thanks Hans. I figured someone must have done this before. A delightfully simple solution!

    Graeme.

  5. #5
    Star Lounger
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    Re: Grouping by financial year (XP/SP3)

    Thanks Pat. A great idea.

    Graeme.

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