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VBA Function to find a fiscal month start date

Posted on 2013-12-04
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Last Modified: 2013-12-05
Hi Experts,

Our fiscal year starts in November and ends in September.  I have built a function that finds the latest fiscal November start month in the data.  (i.e. if the data had 2013/11/30 and 2012/11/30, 2013/11/30 would be returned)  I've finally got it so it doesn't show errors and when I press F8 the variables show the correct date, however, the problem is that when I try to use the function in a query to filter the date by the function, I'm not getting any results at all.  Any ideas on how to fix my function?

Thanks!


Option Compare Database
Option Explicit

Public Function MaxDataDate()
Dim mDataDate As Date
mDataDate = DLookup("MaxOfDataDate", "q_DataDate_MAX")
MaxDataDate = mDataDate
End Function

Public Function MinFiscalYearMonth() As Date
Dim fDataDate As Date
Dim fYear As Integer
Dim vdate As Variant
Dim testNovember As Date
Dim testNovember2 As Date

fYear = Year(MaxDataDate())
vdate = fYear & "/11/30"

testNovember = DateValue(vdate)
testNovember2 = DateAdd("yyyy", -1, testNovember)

If DCount("[datadate]", "t_OD_Database_Portfolio_Level", "[datadate] = " & CDate(testNovember)) > 0 Then

    MinFiscalYearMonth = testNovember
   
    Else: MinFiscalYearMonth = testNovember2
End If

End Function
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Question by:grmcra
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2 Comments
 
LVL 120

Accepted Solution

by:
Rey Obrero (Capricorn1) earned 500 total points
ID: 39697194
try this

If DCount("[datadate]", "t_OD_Database_Portfolio_Level", "[datadate] = #" &  testNovember & "#") > 0 Then


or revised the function


Public Function MinFiscalYearMonth() As Date
Dim fDataDate As Date
Dim fYear As Integer
Dim vdate As date
Dim testNovember As Date
Dim testNovember2 As Date

fYear = Year(MaxDataDate())
vdate =dateserial(Year(MaxDataDate()),11,30)

testNovember = vdate
testNovember2 = DateAdd("yyyy", -1, testNovember)

If DCount("[datadate]", "t_OD_Database_Portfolio_Level", "[datadate] = #" &  testNovember & "#") > 0 Then

    MinFiscalYearMonth = testNovember
   
    Else: MinFiscalYearMonth = testNovember2
End If

End Function
0
 
LVL 85
ID: 39697196
Can you show how you're doing this:

when I try to use the function in a query to filter the date by the function
Generally, you'd use this in the Query itself, and then filter the columns, like this:

SELECT Col1, Col2, MinFiscalYearMonth AS Col3 FROM SomeTable WHERE MinFiscalYearMonth>#11=2013#
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